Morton Capital Management Llc/Ca Sells in Q1 2024

Morton Capital Management Llc/Ca

  • $370 Billion
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-395
- 0.55%
$169.0 - $195.18 $66.8K - $77.1K
71.5K $12.3B
DFAR
Dimensional ETF Tr Dimensional

ETFs
-6.05K
- 34.31%
$21.28 - $22.96 $129K - $139K
11.6K $259M
BA
Boeing CO

Industrials
-42
- 2.48%
$179.84 - $251.76 $7.55K - $10.6K
1.65K $319M
TSLA
Tesla, Inc.

Consumer Cyclical
-34
- 2.4%
$162.5 - $248.42 $5.53K - $8.45K
1.38K $243M
VTV
Vanguard Value ETF

ETFs
-770
- 31.47%
$147.46 - $162.86 $114K - $125K
1.68K $273M
DFAE
Dimensional ETF Tr

ETFs
-4.64K
- 10.7%
$22.74 - $24.88 $106K - $116K
38.8K $958M
CSCO
Cisco Systems, Inc.

Technology
-1.31K
- 3.55%
$48.06 - $52.33 $63.2K - $68.8K
35.7K $1.78B
BX
Blackstone Inc.

Financial Services
-677
- 13.81%
$116.98 - $131.66 $79.2K - $89.1K
4.23K $555M
GBIL
Goldman Sachs Access Treasury

ETFs
-829
- 26.6%
$99.75 - $100.89 $82.7K - $83.6K
2.29K $231M
VEA
Vanguard Ftse Developed Market

ETFs
-1.44K
- 11.04%
$46.21 - $50.27 $66.4K - $72.2K
11.6K $581M
AMGN
Amgen Inc

Healthcare
-34
- 0.59%
$268.87 - $324.56 $9.14K - $11K
5.74K $1.63B
JNJ
Johnson & Johnson

Healthcare
-191
- 2.84%
$155.22 - $162.74 $29.6K - $31.1K
6.53K $1.03B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-667
- 5.23%
$39.04 - $42.23 $26K - $28.2K
12.1K $504M
VUG
Vanguard Growth ETF

ETFs
-215
- 12.41%
$301.05 - $346.61 $64.7K - $74.5K
1.52K $522M
ADI
Analog Devices Inc

Technology
-20
- 1.93%
$184.69 - $201.37 $3.69K - $4.03K
1.02K $201M
VO
Vanguard Mid Cap ETF

ETFs
-103
- 7.66%
$225.86 - $249.86 $23.3K - $25.7K
1.24K $310M
DVY
Ishares Tr

ETFs
-93
- 5.37%
$113.31 - $123.18 $10.5K - $11.5K
1.64K $202M
NGD
New Gold Inc.

Basic Materials
-3K
- 12.25%
$1.1 - $1.7 $3.3K - $5.1K
21.5K $36.5M
DE
Deere & CO

Industrials
-7
- 1.24%
$356.78 - $410.74 $2.5K - $2.88K
558 $229M
ABT
Abbott Laboratories

Healthcare
-16
- 0.64%
$109.52 - $120.96 $1.75K - $1.94K
2.49K $283M
VZ
Verizon Communications Inc

Communication Services
-162
- 2.62%
$37.9 - $42.49 $6.14K - $6.88K
6.01K $252M
BAC
Bank Of America Corp

Financial Services
-591
- 5.56%
$31.73 - $37.92 $18.8K - $22.4K
10K $381M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-146
- 3.44%
$153.84 - $169.37 $22.5K - $24.7K
4.1K $694M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-229
- 7.17%
$294.43 - $339.01 $67.4K - $77.6K
2.96K $999M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-85
- 1.18%
$55.41 - $62.08 $4.71K - $5.28K
7.14K $443M
RTX
Raytheon Technologies Corp

Industrials
-65
- 1.68%
$85.02 - $97.53 $5.53K - $6.34K
3.8K $371M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-1
- 0.11%
$528.82 - $599.43 $529 - $599
936 $544M
IVV
Ishares Core S&P 500 ETF

ETFs
-102
- 4.86%
$469.56 - $525.73 $47.9K - $53.6K
2K $1.05B
EBAY
Ebay Inc

Consumer Cyclical
-13
- 0.22%
$40.67 - $52.78 $529 - $686
5.9K $312M
PG
Procter & Gamble CO

Consumer Defensive
-207
- 3.23%
$147.42 - $162.61 $30.5K - $33.7K
6.2K $1.01B
SPY
Spdr S&P 500 ETF Trust

ETFs
-246
- 5.37%
$467.28 - $523.17 $115K - $129K
4.34K $2.27B
HD
Home Depot, Inc.

Consumer Cyclical
-37
- 1.16%
$338.26 - $395.2 $12.5K - $14.6K
3.16K $1.21B
XOM
Exxon Mobil Corp

Energy
-324
- 3.17%
$96.8 - $116.24 $31.4K - $37.7K
9.88K $1.15B
ABBV
Abb Vie Inc.

Healthcare
-263
- 2.73%
$159.82 - $182.1 $42K - $47.9K
9.39K $1.71B
META
Meta Platforms, Inc.

Communication Services
-39
- 1.98%
$344.47 - $512.19 $13.4K - $20K
1.94K $940M
VIG
Vanguard Dividend Appreciation

ETFs
-102
- 0.4%
$168.47 - $182.98 $17.2K - $18.7K
25.4K $4.64B
DFAU
Dimensional ETF Tr

ETFs
-5.23K
- 2.93%
$32.59 - $36.54 $170K - $191K
173K $6.32B
IAU
Ishares Gold Trust

ETFs
-818
- 0.33%
$37.66 - $42.01 $30.8K - $34.4K
245K $10.3B
MSFT
Microsoft Corp

Technology
-663
- 1.54%
$367.75 - $429.37 $244K - $285K
42.4K $17.8B
Activity Summary
Buys All Purchases 47 New Holdings 10 Increased Positions 37 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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