Morton Capital Management Llc/Ca Purchases and Sells in Q1 2025

Morton Capital Management Llc/Ca

55 operations

Stock	Shares change	Price Range	Shares Held
DFAX	78.7K + 3.86%	$24.45 - $27.2 $1.92M - $2.14M	2.12M $55.5B
TCW ETF TRUST	63.8K + 5.15%	N/A	1.3M $51.1B
PG	15.6K + 207.32%	$158.56 - $176.26 $2.47M - $2.75M	23.1K $3.94B
IWD	4.07K + 9.5%	$182.82 - $196.21 $743K - $798K	46.9K $8.82B
DIMENSIONAL ETF TRUST	14.1K + 24.7%	N/A	71.3K $4.37B
AMGN	598 + 10.17%	$258.59 - $327.36 $155K - $196K	6.48K $2.02B

4 operations

Stock	Shares change	Price Range	Shares Held
SGOV	2.33K New	$100.34 - $100.68 $234K - $235K	2.33K $235M
SONY	7.78K New	$19.88 - $25.64 $155K - $199K	7.78K $218M
UNH	390 New	$461.52 - $548.18 $180K - $214K	390 $204M
CDZI	16.7K New	$2.93 - $5.45 $48.9K - $90.9K	16.7K $48.9M

38 operations

Stock	Shares change	Price Range	Shares Held
USFR	-115K - 7.64%	$50.29 - $50.5 $5.77M - $5.8M	1.39M $69.8B
AAPL	-5.7K - 8.84%	$209.68 - $247.1 $1.2M - $1.41M	58.8K $13.1B
MSFT	-385 - 0.93%	$375.39 - $447.2 $145K - $172K	41.1K $15.4B
SKX	-20.5K - 59.79%	$54.98 - $78.24 $1.13M - $1.6M	13.8K $782M
TSLA	-930 - 41.35%	$222.15 - $428.22 $207K - $398K	1.32K $342M
GOOG	-262 - 2.56%	$156.06 - $207.71 $40.9K - $54.4K	9.96K $1.56B

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