Fund HoldingsMorton Capital Management LLC/CA

Total Portfolio Value
$517.63M
Total Bought
$18.56M
Total Sold
$67.44M
Net Transaction
-$48.88M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
VANECK MERK GOLD ETF(OUNZ)04,163,696+4,163,6960125,49424.24%+125,494
DIMENSIONAL ETF TRUST
WORLD EX US CORE
02,116,786+2,116,786055,46010.71%+55,460
TCW ETF TRUST
FLEXIBLE INCOME
01,303,569+1,303,569051,0619.86%+51,061
PROCTER AND GAMBLE CO(PG)023,095+23,09503,9360.76%+3,936
VANECK ETF TRUST
NATURAL RESOURC
432,039423,626-8,41319,70121,1024.08%+1,401
ISHARES TR42,81846,884+4,0667,9278,8221.70%+895
ISHARES GOLD TR(IAU)207,348188,912-18,43610,26611,1382.15%+872
VANECK ETF TRUST
GOLD MINERS ETF
81,79877,524-4,2742,7743,5640.69%+790
DIMENSIONAL ETF TRUST
US COR EQU 1 ETF
57,18671,312+14,1263,6694,3740.84%+705
AMGEN INC(AMGN)06,478+6,47802,0180.39%+2,018
ABBVIE INC(ABBV)09,447+9,44701,9790.38%+1,979
ISHARES TR02,333+2,33302350.05%+235
SONY GROUP CORP(SONY)07,776+7,77602180.04%+218
UNITEDHEALTH GROUP INC(UNH)0390+39002040.04%+204
VISA INC(V)3,6623,842+1801,1571,3460.26%+189
INVESCO QQQ TR4,4355,223+7882,2672,4490.47%+182
INVESCO EXCHANGE TRADED FD T
INTL DIVI ACHI
263,108262,123-9854,8184,9990.97%+181
VANGUARD INTL EQUITY INDEX F11,76515,354+3,5895186950.13%+177
VANGUARD WHITEHALL FDS7,9188,974+1,0561,0101,1570.22%+147
SPDR INDEX SHS FDS
ST STR NAT ETF
8,96810,804+1,8364465750.11%+129
WASTE MGMT INC DEL(WM)3,0883,233+1456237490.14%+125
META PLATFORMS INC(META)2,4112,653+2421,4121,5290.30%+118
JOHNSON & JOHNSON(JNJ)5,9245,872-528579740.19%+117
ISHARES TR
CORE MSCI EAFE
023,159+23,15901,7520.34%+1,752
JPMORGAN CHASE & CO.(JPM)11,57411,669+952,7742,8620.55%+88
INTERNATIONAL BUSINESS MACHS(IBM)1,9372,059+1224265120.10%+86
NETFLIX INC(NFLX)295373+782633480.07%+85
PHILIP MORRIS INTL INC(PM)1,7621,862+1002122960.06%+84
ENTERPRISE PRODS PARTNERS L(EPD)22,68622,896+2107117820.15%+70
ELI LILLY & CO(LLY)720756+365566250.12%+69
CHEVRON CORP NEW(CVX)3,5523,405-1475155700.11%+55
ABBOTT LABS2,0872,191+1042362910.06%+55
KINDER MORGAN INC DEL(KMI)37,60437,981+3771,0301,0840.21%+53
RTX CORPORATION(RTX)3,8533,759-944464980.10%+52
GALLAGHER ARTHUR J & CO(AJG)750762+122132630.05%+50
CADIZ INC016,675+16,6750490.01%+49
GLOBAL X FDS
GLBL X MLP ETF
12,62612,62606246720.13%+48
SPDR GOLD TR(GLD)5,8195,053-7661,4091,4560.28%+47
MASTERCARD INCORPORATED(MA)776820+444094490.09%+40
NEW GOLD INC CDA31,49431,4940781170.02%+39
EXXON MOBIL CORP09,942+9,94201,1820.23%+1,182
STARBUCKS CORP(SBUX)6,7716,656-1156186530.13%+35
WISDOMTREE TR(WT)013,517+13,51705130.10%+513
EBAY INC.(EBAY)5,0395,081+423123440.07%+32
ISHARES TR3,9683,948-203003230.06%+23
INVITATION HOMES INC(INVH)7,6097,60902432650.05%+22
CISCO SYS INC(CSCO)28,21127,394-8171,6701,6910.33%+20
VANGUARD TAX-MANAGED FDS5,9855,987+22863040.06%+18
ISHARES TR7,4617,407-544534710.09%+17
GOLDMAN SACHS GROUP INC(GS)477532+552732900.06%+17
RELIANCE INC(RS)86586502332500.05%+17
GARMIN LTD(GRMN)1,5001,50003093260.06%+16
UNION PAC CORP(UNP)1,1401,161+212602740.05%+14
ISHARES TR9,9419,741-2004164260.08%+10
QUALCOMM INC(QCOM)2,0602,099+393163220.06%+6
GLOBAL X FDS
EMERGING MKT GRT
21,13821,256+1185515560.11%+5
VANGUARD INDEX FDS1,4911,49102522580.05%+5
ISHARES TR1,6381,63802152200.04%+5
VANGUARD INDEX FDS4,7515,015+2641,3771,3780.27%+1
GOLDMAN SACHS ETF TR3,2643,266+23263270.06%+1
ISHARES TR
MSCI USA QLT FCT
1,3081,365+572332330.05%0
GABELLI DIVID & INCOME TR
COM
14,12814,12803413410.07%-0
ONEOK INC NEW(OKE)7,3137,380+677347320.14%-2
ISHARES TR3,5813,598+172052030.04%-3
PUBLIC SVC ENTERPRISE GRP IN(PEG)2,7432,771+282322280.04%-4
ANALOG DEVICES INC(ADI)1,0621,089+272262200.04%-6
VANGUARD INDEX FDS1,2831,28303393320.06%-7
SPDR DOW JONES INDL AVERAGE(DIA)3,7713,787+161,6051,5900.31%-14
BOEING CO(BA)1,6511,626-252922770.05%-15
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
3,7523,695-576576400.12%-17
ISHARES TR6,1276,234+1073823640.07%-18
TEXAS INSTRS INC(TXN)3,4503,472+226476240.12%-23
VANGUARD WORLD FD75875802602340.05%-26
CATERPILLAR INC(CAT)640621-192322050.04%-27
SCHWAB STRATEGIC TR20,12119,734-3874664360.08%-31
ENERGY TRANSFER L P(ET)45,78946,382+5938978620.17%-35
GREEN DOT CORP17,94617,94601911510.03%-39
ISHARES TR4,7104,71004784370.08%-41
VANGUARD WORLD FD
INF TECH ETF
410393-172552130.04%-42
VANGUARD INDEX FDS3,4453,44509298850.17%-44
WISDOMTREE TR(WT)32,63732,660+231,5241,4800.29%-44
DIMENSIONAL ETF TRUST
EMGR CRE EQT MNG
032,512+32,51208420.16%+842
ISHARES TR2,2361,942-2942582030.04%-54
DISNEY WALT CO(DIS)5,8136,004+1916475930.11%-55
BANK AMERICA CORP12,40711,716-6915454890.09%-56
HOME DEPOT INC(HD)3,4663,525+591,3481,2920.25%-56
HONEYWELL INTL INC(HON)5,7765,895+1191,3051,2480.24%-56
MERCK & CO INC(MRK)07,426+7,42606670.13%+667
VANGUARD INDEX FDS1,5171,497-206235550.11%-68
ISHARES TR2,7182,728+101,6001,5330.30%-68
ISHARES TR5,0355,030-51,6221,5430.30%-79
COSTCO WHSL CORP NEW(COST)1,2881,162-1261,1801,0990.21%-81
BLACKSTONE INC(BX)2,6632,673+104593740.07%-86
SPDR S&P 500 ETF TR(SPY)4,4914,495+42,6322,5140.49%-118
BITWISE BITCOIN ETF TR(BITB)11,2759,438-1,8375734240.08%-150
ISHARES TR3,8303,83001,5381,3830.27%-155
VANGUARD INDEX FDS4,2034,084-1192,2642,0990.41%-166
DIMENSIONAL ETF TRUST
US CORE EQT MKT
0158,457+158,45706,0911.18%+6,091
CARRIER GLOBAL CORPORATION(CARR)2,9930-2,9932040-204
BROADCOM INC(AVGO)4,1794,469+2909697480.14%-221
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