Morningstar Investment Management LLC Incresed Positions in Q1 2025

Morningstar Investment Management LLC

  • $1.17 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VCIT
Vanguard Intermediate Term Cor

ETFs
223K
+ 37.22%
$79.17 - $82.04 $17.6M - $18.3M
822K $67.2M
EWY
Ishares Inc Msci South Korea E

ETFs
218K
+ 103.94%
$51.16 - $58.46 $11.1M - $12.7M
427K $23.1M
AVGO
Broadcom Inc.

Technology
46.8K
+ 2963.16%
$167.43 - $244.7 $7.84M - $11.5M
48.4K $8.1M
NVDA
Nvidia Corp

Technology
104K
+ 65.19%
$106.98 - $149.43 $11.1M - $15.5M
263K $28.5M
VHT
Vanguard Health Care ETF

ETFs
15.1K
+ 5.5%
$254.06 - $273.83 $3.84M - $4.14M
290K $76.7M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
35.7K
+ 59.28%
$161.27 - $192.3 $5.76M - $6.87M
95.9K $15.5M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
38.2K
+ 1.49%
$44.68 - $46.49 $1.71M - $1.78M
2.6M $121M
AAPL
Apple Inc.

Technology
37.3K
+ 19.12%
$209.68 - $247.1 $7.81M - $9.21M
232K $51.6M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
76.5K
+ 59.99%
$40.03 - $46.81 $3.06M - $3.58M
204K $8.32M
SCHO
Schwab Short Term Us Treasury

ETFs
79.4K
+ 4.2%
$24.1 - $24.34 $1.91M - $1.93M
1.97M $48M
PEP
Pepsico Inc

Consumer Defensive
11K
+ 312.33%
$142.64 - $156.42 $1.57M - $1.72M
14.5K $2.18M
NFLX
Netflix Inc

Communication Services
741
+ 13.21%
$828.4 - $1058.6 $614K - $784K
6.35K $5.92M
CME
Cme Group Inc.

Financial Services
2.06K
+ 27.99%
$225.82 - $266.54 $464K - $548K
9.4K $2.49M
MDLZ
Mondelez International, Inc.

Consumer Defensive
6.55K
+ 29.81%
$56.12 - $68.15 $367K - $446K
28.5K $1.94M
ICE
Intercontinental Exchange, Inc.

Financial Services
2.35K
+ 28.7%
$142.8 - $176.36 $335K - $414K
10.5K $1.82M
CMCSA
Comcast Corp

Communication Services
15.9K
+ 9.43%
$33.19 - $38.23 $528K - $608K
185K $6.81M
MDT
Medtronic PLC

Healthcare
2.45K
+ 13.2%
$79.84 - $94.5 $196K - $232K
21.1K $1.89M
PBR
Petrobras Petroleo Brasileiro Sa

Energy
1.17K
+ 0.49%
$12.61 - $14.92 $14.7K - $17.4K
241K $3.46M
XLU
Utilities Sector Spdr

ETFs
160
+ 0.29%
$74.7 - $80.27 $12K - $12.8K
56.1K $4.42M
PFE
Pfizer Inc

Healthcare
9.21K
+ 23.85%
$25.01 - $27.13 $230K - $250K
47.8K $1.21M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
5.43K
+ 8.47%
N/A
69.5K $6.12M
SRE
Sempra Energy

Utilities
2.86K
+ 27.94%
$67.85 - $87.67 $194K - $251K
13.1K $936K
MSFT
Microsoft Corp

Technology
4.79K
+ 3.88%
$375.39 - $447.2 $1.8M - $2.14M
128K $48.2M
GOOGL
Alphabet Inc.

Communication Services
11K
+ 3.76%
$154.33 - $206.19 $1.7M - $2.27M
303K $46.9M
Activity Summary
Buys All Purchases 29 New Holdings 4 Increased Positions 25 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Morningstar Investment Management LLC Portfolio

Follow Morningstar Investment Management LLC 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 Morningstar Investment Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Morningstar Investment Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email