Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
SCHWAB STRATEGIC TR | 174,241 | +174,241 | $13,265 |
SCHD | 174,241 | +174,241 | $13,265 |
ISHARES TR (DGRO) | 239,946 | +239,946 | $12,914 |
DGRO | 239,946 | +239,946 | $12,914 |
Microsoft Corp | 14,504 | +14,504 | $5,454 |
MSFT | 14,504 | +14,504 | $5,454 |
Broadcom Inc | 4,879 | +4,879 | $5,446 |
AVGO | 4,879 | +4,879 | $5,446 |
INVESCO EXCH TRD SLF IDX FD TR | 259,820 | +259,820 | $5,426 |
BSCO | 259,820 | +259,820 | $5,426 |
SELECT SECTOR SPDR TR (XLU) | 78,386 | +78,386 | $4,964 |
XLU | 78,386 | +78,386 | $4,964 |
LAM RESEARCH CORP | 6,091 | +6,091 | $4,771 |
LRCX | 6,091 | +6,091 | $4,771 |
REGIONS FINANCIAL CORP NEW | 228,485 | +228,485 | $4,428 |
RF | 228,485 | +228,485 | $4,428 |
INVESCO EXCH TRD SLF IDX FD TR | 211,476 | +211,476 | $4,326 |
BSCP | 211,476 | +211,476 | $4,326 |
LINCOLN ELEC HLDGS INC | 19,540 | +19,540 | $4,249 |
LECO | 19,540 | +19,540 | $4,249 |
JPMORGAN CHASE & CO | 24,822 | +24,822 | $4,222 |
JPM | 24,822 | +24,822 | $4,222 |
EATON CORP PLC | 17,051 | +17,051 | $4,106 |
ETN | 17,051 | +17,051 | $4,106 |
Conocophillips | 34,792 | +34,792 | $4,038 |
COP | 34,792 | +34,792 | $4,038 |
Unitedhealth Group Inc | 7,663 | +7,663 | $4,034 |
UNH | 7,663 | +7,663 | $4,034 |
ABBVIE INC | 25,633 | +25,633 | $3,972 |
ABBV | 25,633 | +25,633 | $3,972 |
DEERE & CO | 9,829 | +9,829 | $3,930 |
DE | 9,829 | +9,829 | $3,930 |
APOLLO GLOBAL MGMT INC | 42,090 | +42,090 | $3,922 |
APO | 42,090 | +42,090 | $3,922 |
INVESCO EXCH TRD SLF IDX FD TR | 201,306 | +201,306 | $3,885 |
BSCQ | 201,306 | +201,306 | $3,885 |
BOOZ ALLEN HAMILTON HLDG CORP | 29,800 | +29,800 | $3,812 |
BAH | 29,800 | +29,800 | $3,812 |
REINSURANCE GRP OF AMERICA INC | 22,355 | +22,355 | $3,617 |
RGA | 22,355 | +22,355 | $3,617 |
HOME DEPOT INC | 10,310 | +10,310 | $3,573 |
HD | 10,310 | +10,310 | $3,573 |
American Express Co | 18,866 | +18,866 | $3,534 |
AXP | 18,866 | +18,866 | $3,534 |
ACCENTURE PLC IRELAND | 10,056 | +10,056 | $3,529 |
ACN | 10,056 | +10,056 | $3,529 |
CHEVRON CORP NEW | 23,499 | +23,499 | $3,505 |
CVX | 23,499 | +23,499 | $3,505 |
Johnson & Johnson | 21,994 | +21,994 | $3,447 |
JNJ | 21,994 | +21,994 | $3,447 |
THE CIGNA GROUP | 11,348 | +11,348 | $3,398 |
CI | 11,348 | +11,348 | $3,398 |
Lockheed Martin Corp | 7,276 | +7,276 | $3,298 |
LMT | 7,276 | +7,276 | $3,298 |
Merck & Co Inc | 29,564 | +29,564 | $3,223 |
MRK | 29,564 | +29,564 | $3,223 |
ORACLE CORP | 30,423 | +30,423 | $3,207 |
ORCL | 30,423 | +30,423 | $3,207 |
OMNICOM GROUP INC | 36,771 | +36,771 | $3,181 |
OMC | 36,771 | +36,771 | $3,181 |
HONEYWELL INTL INC | 15,063 | +15,063 | $3,159 |
HON | 15,063 | +15,063 | $3,159 |
MARSH & MCLENNAN COS INC | 16,547 | +16,547 | $3,135 |
MMC | 16,547 | +16,547 | $3,135 |
Pepsico Inc | 17,871 | +17,871 | $3,035 |
PEP | 17,871 | +17,871 | $3,035 |
COMCAST CORP NEW | 68,739 | +68,739 | $3,014 |
CMCSA | 68,739 | +68,739 | $3,014 |
WILLIAMS COS INC | 86,483 | +86,483 | $3,012 |
WMB | 86,483 | +86,483 | $3,012 |
S&P GLOBAL INC | 6,764 | +6,764 | $2,980 |
SPGI | 6,764 | +6,764 | $2,980 |
MONDELEZ INTL INC | 41,053 | +41,053 | $2,973 |
MDLZ | 41,053 | +41,053 | $2,973 |
SCHWAB CHARLES CORP | 43,065 | +43,065 | $2,963 |
SCHW | 43,065 | +43,065 | $2,963 |
DUKE ENERGY CORP NEW | 30,410 | +30,410 | $2,951 |
DUK | 30,410 | +30,410 | $2,951 |
INVESCO EXCH TRD SLF IDX FD TR | 150,920 | +150,920 | $2,936 |
BSCR | 150,920 | +150,920 | $2,936 |
ENTERGY CORP NEW | 28,857 | +28,857 | $2,920 |
ETR | 28,857 | +28,857 | $2,920 |
Xcel Energy Inc | 47,136 | +47,136 | $2,918 |
XEL | 47,136 | +47,136 | $2,918 |
AMGEN INC | 10,092 | +10,092 | $2,907 |
AMGN | 10,092 | +10,092 | $2,907 |
Southern Co | 41,185 | +41,185 | $2,888 |
SO | 41,185 | +41,185 | $2,888 |
INTERCONTINENTAL EXCHANGE INC (ICE) | 22,421 | +22,421 | $2,880 |
ICE | 22,421 | +22,421 | $2,880 |
Firstenergy Corp | 78,399 | +78,399 | $2,874 |
FE | 78,399 | +78,399 | $2,874 |
Genuine Parts Co | 20,517 | +20,517 | $2,842 |
GPC | 20,517 | +20,517 | $2,842 |
PNC FINL SVCS GROUP INC | 18,286 | +18,286 | $2,832 |
PNC | 18,286 | +18,286 | $2,832 |
CISCO SYS INC | 55,970 | +55,970 | $2,828 |
CSCO | 55,970 | +55,970 | $2,828 |
PHILIP MORRIS INTL INC | 30,047 | +30,047 | $2,827 |
PM | 30,047 | +30,047 | $2,827 |
See Full List: All Stocks Held By Morton Community Bank
— Including:
Biggest new positions
Biggest exits
See Details: Top 10 Stocks Held By Morton Community Bank
Size ($ in 1000's)
At 12/31/2023: $305,962 At 09/30/2023: $0 Morton Community Bank holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Morton Community Bank 13F filings. Link to 13F filings: SEC filings |