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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$9.91B
$4.5 Billion 1.18% of portfolio
5,514
Q3 2024 Reduced 2.48%
$8.8B
$357 Million 0.09% of portfolio
6,004
Q2 2024 Reduced 4.82%

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
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