Morton Capital Management Llc/Ca New Holdings in Q3 2024

Morton Capital Management Llc/Ca

  • $508 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
32.5K
New
$42.72 - $47.0 $1.39M - $1.53M
32.5K $1.53B
NTSI
Wisdomtree Tr Intl Efficient C

ETFs
16.8K
New
$35.93 - $39.59 $604K - $666K
16.8K $660M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
7.31K
New
$60.13 - $68.17 $440K - $499K
7.31K $495M
CRWD
Crowd Strike Holdings, Inc.

Technology
1.7K
New
$217.89 - $392.15 $370K - $666K
1.7K $477M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
6.12K
New
$57.32 - $62.65 $351K - $384K
6.12K $382M
SBUX
Starbucks Corp

Consumer Cyclical
2.77K
New
$72.51 - $98.6 $201K - $273K
2.77K $270M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.23K
New
$105.53 - $118.34 $235K - $264K
2.23K $261M
CAT
Caterpillar Inc

Industrials
640
New
$316.8 - $391.12 $203K - $250K
640 $250M
PEG
Public Service Enterprise Group Inc

Utilities
2.74K
New
$73.58 - $89.21 $202K - $245K
2.74K $245M
CARR
Carrier Global Corp

Industrials
2.99K
New
$61.9 - $80.88 $185K - $242K
2.99K $241M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.31K
New
$162.64 - $179.3 $213K - $234K
1.31K $234M
DVY
Ishares Tr

ETFs
1.64K
New
$119.99 - $135.74 $197K - $222K
1.64K $221M
UNH
Unitedhealth Group Inc

Healthcare
368
New
$488.01 - $604.18 $180K - $222K
368 $215M
PM
Philip Morris International Inc.

Consumer Defensive
1.75K
New
$101.25 - $127.45 $178K - $224K
1.75K $213M
DHR
Danaher Corp

Healthcare
762
New
$239.25 - $280.76 $182K - $214K
762 $212M
AJG
Arthur J. Gallagher & Co.

Financial Services
750
New
$259.22 - $299.75 $194K - $225K
750 $211M
Grayscale Ethereum Mini Tr E
10.3K
New
N/A
10.3K $25M
Activity Summary
Buys All Purchases 72 New Holdings 18 Increased Positions 54 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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