Morton Community Bank Portfolio Holdings

Morton Community Bank

  • $383 Billion
  • Q3 2024

Morton Community Bank has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $383 Billion distributed in 187 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core Dividend Growth E with a value of $16.3B, Schwab Strategic Tr Us Dividen with a value of $16.1B, Broadcom Inc. with a value of $7.01B, Utilities Sector Spdr with a value of $6.89B, and Microsoft Corp with a value of $6.27B.

Examining the 13F form we can see an increase of $28.8B in the current position value, from $354B to 383B.

Morton Community Bank is based out at East Peoria, IL

Below you can find more details about Morton Community Bank portfolio as well as his latest detailed transactions.

Portfolio value $383 Billion
ETFs: $74.2 Billion
Financial Services: $59.1 Billion
Utilities: $50.4 Billion
Healthcare: $45.3 Billion
Technology: $35.1 Billion
Consumer Defensive: $33.4 Billion
Industrials: $30.2 Billion
Energy: $24.1 Billion
Other: $31.1 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$16.3 Billion 4.27% of portfolio
260,571
Q3 2024 Added 0.36%
$0
$16.1 Billion 4.21% of portfolio
190,529
Q3 2024 Added 0.1%
$0
$6.89 Billion 1.8% of portfolio
85,327
Q3 2024 Reduced 1.18%
$0
$5.44 Billion 1.42% of portfolio
257,660
Q3 2024 Reduced 0.83%
$0
$5.17 Billion 1.35% of portfolio
250,267
Q3 2024 Added 2.98%
$0
$4.89 Billion 1.28% of portfolio
250,234
Q3 2024 Added 3.73%
$0
$4.74 Billion 1.24% of portfolio
240,166
Q3 2024 Added 4.73%
$0
$4.41 Billion 1.15% of portfolio
214,480
Q3 2024 Added 6.63%
$0
$3 Billion 0.78% of portfolio
66,123
Q3 2024 Reduced 0.78%
$0
$2.06 Billion 0.54% of portfolio
22,789
Q3 2024 Reduced 0.08%
$0
$1.47 Billion 0.38% of portfolio
17,713
Q3 2024 Reduced 1.23%
$0
$1.31 Billion 0.34% of portfolio
14,948
Q3 2024 Reduced 9.85%
$0
$895 Million 0.23% of portfolio
5,813
Q3 2024 Added 10.01%
$0
$547 Million 0.14% of portfolio
954
Q4 2023 New
$0
$324 Million 0.08% of portfolio
3,200
Q4 2023 New
$0
$305 Million 0.08% of portfolio
10,369
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 187
  • Current Value $383 Billion
  • Prior Value $354 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 3 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 62 stocks
Track This Portfolio

Track Morton Community Bank Portfolio

Follow Morton Community Bank and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Morton Community Bank, based on Form 13F filings with the SEC.

News

Stay updated on Morton Community Bank with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email