MC
| |
MORTON COMMUNITY BANK13F | |
| MORTON COMMUNITY BANK | |
| Last update 2025-05-12 | 108 Stocks (4 new) |
| Value $382.00 Mil | Turnover 3 % |
MORTON COMMUNITY BANK Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHD | Schwab US Dividend Equity ETF | 602,151 | 16,836.1 | +2.84% | 4.410 | +0.12% | 0.020 | +8.77% | +2.12% | 71,498.8 | ||
DGRO | iShares Core Dividend Growth ETF | 271,183 | 16,753.7 | +1.85% | 4.390 | +0.08% | 0.050 | +12.49% | +8.34% | 32,849.7 | ||
XLU | Utilities Select Sector SPDR ETF | 92,911 | 7,326.0 | +8.85% | 1.920 | +0.16% | 0.040 | +8.51% | +13.09% | 20,513.7 | ||
AVGO | Broadcom Inc | 35,012 | 5,862.1 | -10.38% | 1.530 | -0.25% | 0.000 | +60.74% | +23.02% | 1,334,327.7 | Semiconductors | |
JPM | JPMorgan Chase & Co | 23,897 | 5,861.9 | -4.03% | 1.530 | -0.06% | 0.000 | +23.79% | +25.81% | 815,993.3 | Banks | |
ABBV | AbbVie Inc | 26,194 | 5,488.2 | -2.20% | 1.440 | -0.03% | 0.000 | +8.55% | +10.19% | 336,588.1 | Drug Manufacturers | |
MSFT | Microsoft Corp | 14,420 | 5,413.1 | -1.23% | 1.420 | -0.02% | 0.000 | +35.37% | +20.48% | 3,759,901.0 | Software | |
BSCQ |
Invesco BulletShares 2026 Corporate Bond ETF
Invesco BulletShares 2026 Corporate Bond ETF
| 277,530 | 5,406.3 | +5.43% | 1.420 | +0.07% | 0.130 | +1.34% | +2.80% | 4,243.1 | ||
ETR | Entergy Corp | 63,002 | 5,386.0 | -2.93% | 1.410 | -0.04% | 0.010 | +5.34% | +17.92% | 39,331.0 | Utilities - Regulated | |
BSCR |
Invesco BulletShares 2027 Corporate Bond ETF
Invesco BulletShares 2027 Corporate Bond ETF
| 274,376 | 5,375.0 | +6.83% | 1.410 | +0.09% | 0.160 | +1.70% | +3.23% | 3,739.6 |
MORTON COMMUNITY BANK's Historical Top Holdings Breakdowns
MORTON COMMUNITY BANK's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
PNC | PNC Financial Services Group Inc | 2025-03-31 | Reduce Reduce | -0.85% | 168.84 ($188.77) 202.89 | $197.76 | 4.76% | Reduce -85.3% | 2,896 | -16,807 | |
C | Citigroup Inc | 2025-03-31 | New Buy New Buy | +0.81% | 67.23 ($76.25) 84.63 | $95.99 | 25.89% | New holding | 43,439 | 43,439 | |
SWK | Stanley Black & Decker Inc | 2025-03-31 | Sold Out Sold Out | -0.54% | 76.43 ($84.29) 90.4 | $74.09 | -12.10% | Sold Out | 0 | -25,596 | |
XLP | Consumer Staples Select Sector SPDR | 2025-03-31 | Sold Out Sold Out | -0.37% | 76.23 ($79.81) 83.6 | $81.65 | 2.31% | Sold Out | 0 | -17,796 | |
UPS | United Parcel Service Inc | 2025-03-31 | Add Add | +0.31% | 109.66 ($119.57) 136.26 | $103.53 | -13.41% | Add 71.7% | 25,805 | 10,776 | |
MCD | McDonald's Corp | 2025-03-31 | Sold Out Sold Out | -0.28% | 279.74 ($299.1) 321.29 | $298.12 | -0.33% | Sold Out | 0 | -3,715 | |
AVGO | Broadcom Inc | 2025-03-31 | Reduce Reduce | -0.25% | 167.43 ($211.65) 244.7 | $283.69 | 34.04% | Reduce -10.38% | 35,012 | -4,055 | |
XLU | Utilities Select Sector SPDR ETF | 2025-03-31 | Add Add | +0.16% | 74.7 ($78.14) 80.27 | $84.41 | 8.02% | Add 8.85% | 92,911 | 7,554 | |
CAT | Caterpillar Inc | 2025-03-31 | Sold Out Sold Out | -0.14% | 326.75 ($356.21) 407.63 | $427.59 | 20.04% | Sold Out | 0 | -1,493 | |
BSCT |
Invesco BulletShares 2029 Corporate Bond ETF
Invesco BulletShares 2029 Corporate Bond ETF
| 2025-03-31 | Add Add | +0.13% | 18.18 ($18.42) 18.58 | $18.64 | 1.22% | Add 9.9% | 285,865 | 25,752 |
MORTON COMMUNITY BANK Total Holding History ($B)
MORTON COMMUNITY BANK's Asset Allocation
MORTON COMMUNITY BANK Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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MORTON COMMUNITY BANK's Hypothetical Growth since 2025-03-31
MORTON COMMUNITY BANK's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
MORTON COMMUNITY BANK's Holdings Heat Map
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MORTON COMMUNITY BANK's Holdings Bubble Chart
MORTON COMMUNITY BANK News
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