Morton Capital Management Llc/Ca Reduced Holdings in Q4 2024

Morton Capital Management Llc/Ca

  • $531 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFAX
Dimensional ETF Tr
-44.4K
- 2.13%
$24.76 - $27.04 $1.1M - $1.2M
2.04M $50.7B
SPC
Trust For Professional Mgr Cro

ETFs
-179K
- 10.77%
$20.66 - $21.79 $3.7M - $3.9M
1.48M $30.6B
OUNZ
Van Eck Merk Gold Trust

ETFs
-127K
- 2.89%
$24.72 - $26.9 $3.14M - $3.42M
4.27M $108B
MSFT
Microsoft Corp

Technology
-353
- 0.84%
$406.35 - $454.46 $143K - $160K
41.4K $17.5B
AMGN
Amgen Inc

Healthcare
-29
- 0.49%
$258.78 - $328.31 $7.5K - $9.52K
5.88K $1.53B
DFAU
Dimensional ETF Tr

ETFs
-9.18K
- 5.61%
$39.27 - $42.38 $361K - $389K
155K $6.26B
NTSI
Wisdomtree Tr Intl Efficient C

ETFs
-3.2K
- 19.02%
$35.09 - $39.06 $112K - $125K
13.6K $478M
PG
Procter & Gamble CO

Consumer Defensive
-598
- 7.37%
$161.05 - $179.7 $96.3K - $107K
7.52K $1.26B
XOM
Exxon Mobil Corp

Energy
-63
- 0.59%
$105.51 - $125.37 $6.65K - $7.9K
10.7K $1.15B
MRK
Merck & Co., Inc.

Healthcare
-8
- 0.11%
$96.31 - $114.76 $770 - $918
7.36K $732M
ORCL
Oracle Corp

Technology
-298
- 3.08%
$165.41 - $192.43 $49.3K - $57.3K
9.37K $1.56B
EEM
Ishares Msci Emerging Markets

ETFs
-935
- 8.6%
$41.82 - $47.36 $39.1K - $44.3K
9.94K $416M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-345
- 8.42%
$174.22 - $187.62 $60.1K - $64.7K
3.75K $657M
Global X Fds
-1.25K
- 5.57%
N/A
21.1K $551M
UNP
Union Pacific Corp

Industrials
-100
- 8.06%
$223.15 - $249.32 $22.3K - $24.9K
1.14K $260M
NVDA
Nvidia Corp

Technology
-2.51K
- 10.95%
$117.0 - $148.88 $294K - $374K
20.4K $2.74B
ABT
Abbott Laboratories

Healthcare
-158
- 7.04%
$111.93 - $119.39 $17.7K - $18.9K
2.09K $236M
GBIL
Goldman Sachs Access Treasury

ETFs
-9
- 0.27%
$99.85 - $100.22 $899 - $902
3.26K $326M
COST
Costco Wholesale Corp

Consumer Defensive
-12
- 0.92%
$873.59 - $994.69 $10.5K - $11.9K
1.29K $1.18B
IWB
Ishares Tr Russell 1000 ETF

ETFs
-30
- 0.59%
$311.11 - $335.64 $9.33K - $10.1K
5.04K $1.62B
GS
Goldman Sachs Group Inc

Financial Services
-3
- 0.63%
$486.1 - $608.57 $1.46K - $1.83K
477 $273M
HON
Honeywell International Inc

Industrials
-252
- 4.18%
$202.84 - $236.0 $51.1K - $59.5K
5.78K $1.3B
CSCO
Cisco Systems, Inc.

Technology
-2.04K
- 6.74%
$52.45 - $60.02 $107K - $122K
28.2K $1.67B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-40
- 1.03%
$370.24 - $418.94 $14.8K - $16.8K
3.83K $1.54B
V
Visa Inc.

Financial Services
-3
- 0.08%
$273.87 - $320.91 $822 - $963
3.66K $1.16B
GOOG
Alphabet Inc.

Communication Services
-179
- 1.72%
$163.08 - $198.16 $29.2K - $35.5K
10.2K $1.95B
AMZN
Amazon Com Inc

Consumer Cyclical
-240
- 1.28%
$180.88 - $232.93 $43.4K - $55.9K
18.5K $4.05B
AAPL
Apple Inc.

Technology
-2K
- 3.01%
$221.69 - $259.02 $444K - $518K
64.5K $16.2B
Activity Summary
Buys All Purchases 58 New Holdings 5 Increased Positions 53 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 1
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