Morningstar Investment Management LLC Portfolio Holdings
Morningstar Investment Management LLC
- $1.17 Billion
- Q1 2025
Morningstar Investment Management LLC has filed its 13F form on May 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.17 Billion distributed in 71 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares U.S. Treasury Bond ETF with a value of $285M, Vanguard Mortg Backed Sec ETF with a value of $121M, Vanguard Health Care ETF with a value of $76.7M, Vanguard Consumer Staples ETF with a value of $69.2M, and Vanguard Intermediate Term Cor with a value of $67.2M.
Examining the 13F form we can see an decrease of $93.7M in the current position value, from $1.27B to 1.17B.
Morningstar Investment Management LLC is based out at Chicago, IL
Below you can find more details about Morningstar Investment Management LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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