Morton Community Bank Portfolio Holdings

Morton Community Bank

  • $379 Billion
  • Q4 2024

Morton Community Bank has filed its 13F form on February 07, 2025 for Q4 2024 where it was disclosed a total value porftolio of $379 Billion distributed in 192 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core Dividend Growth E with a value of $16.3B, Schwab Strategic Tr Us Dividen with a value of $16B, Broadcom Inc. with a value of $9.06B, Utilities Sector Spdr with a value of $6.46B, and Apollo Global Management, Inc. with a value of $6.33B.

Examining the 13F form we can see an decrease of $4.36B in the current position value, from $383B to 379B.

Morton Community Bank is based out at East Peoria, IL

Below you can find more details about Morton Community Bank portfolio as well as his latest detailed transactions.

Portfolio value $379 Billion
ETFs: $74.1 Billion
Financial Services: $55.4 Billion
Utilities: $49.2 Billion
Healthcare: $39.9 Billion
Technology: $32.6 Billion
Consumer Defensive: $30.7 Billion
Industrials: $29.8 Billion
Energy: $24.9 Billion
Other: $34 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 192
  • Current Value $379 Billion
  • Prior Value $383 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 07, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 7 stocks
  • Additional Purchases 66 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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