Morton Community Bank Top Holdings and 13F Report (2025) About Morton Community BankInvestment ActivityMorton Community Bank has $378.56 million in total holdings as of December 31, 2024.Morton Community Bank owns shares of 111 different stocks, but just 67 companies or ETFs make up 80% of its holdings.Approximately 9.84% of the portfolio was purchased this quarter.About 4.88% of the portfolio was sold this quarter.This quarter, Morton Community Bank has purchased 108 new stocks and bought additional shares in 66 stocks.Morton Community Bank sold shares of 31 stocks and completely divested from 4 stocks this quarter.Largest Holdings iShares Core Dividend Growth ETF $16,332,695Schwab US Dividend Equity ETF $15,996,488Broadcom $9,057,293Utilities Select Sector SPDR Fund $6,460,671Apollo Global Management $6,329,757 Largest New Holdings this Quarter LAM RESEARCH CORP $3,987,457 HoldingBLACKROCK INC $3,874,916 HoldingAlphabet $3,231,351 HoldingUnited Parcel Service $1,895,157 HoldingMcDonald's $1,076,941 Holding Largest Purchases this Quarter Schwab US Dividend Equity ETF 394,994 shares (about $10.79M)Invesco BulletShares 2029 Corporate Bond ETF 242,913 shares (about $4.46M)LAM RESEARCH CORP 55,205 shares (about $3.99M)BLACKROCK INC 3,780 shares (about $3.87M)Alphabet 17,070 shares (about $3.23M) Largest Sales this Quarter American International Group 34,605 shares (about $2.52M)Apollo Global Management 2,319 shares (about $383.01K)Broadcom 1,575 shares (about $365.15K)Eaton 615 shares (about $204.10K)Regions Financial 7,308 shares (about $171.88K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMorton Community Bank Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDGROiShares Core Dividend Growth ETF$16,332,695$349,270 ▲2.2%266,2654.3%ETFSCHDSchwab US Dividend Equity ETF$15,996,488$10,791,236 ▲207.3%585,5234.2%ETFAVGOBroadcom$9,057,293$365,148 ▼-3.9%39,0672.4%Computer and TechnologyXLUUtilities Select Sector SPDR Fund$6,460,671$2,271 ▲0.0%85,3571.7%ETFAPOApollo Global Management$6,329,757$383,006 ▼-5.7%38,3251.7%FinanceMSFTMicrosoft$6,153,900$8,852 ▲0.1%14,6001.6%Computer and TechnologyJPMJPMorgan Chase & Co.$5,968,780$116,259 ▼-1.9%24,9001.6%FinanceAXPAmerican Express$5,447,581$13,356 ▼-0.2%18,3551.4%FinanceETNEaton$5,365,675$204,100 ▼-3.7%16,1681.4%Industrial ProductsBSCPInvesco BulletShares 2025 Corporate Bond ETF$5,316,322$148,308 ▲2.9%257,4491.4%ETFORCLOracle$5,288,487$77,988 ▼-1.5%31,7361.4%Computer and TechnologyBSCQInvesco BulletShares 2026 Corporate Bond ETF$5,114,792$252,745 ▲5.2%263,2421.4%ETFBSCRInvesco BulletShares 2027 Corporate Bond ETF$5,003,107$324,673 ▲6.9%256,8331.3%ETFETREntergy$4,920,794$2,472,718 ▲101.0%64,9011.3%UtilitiesWMBWilliams Companies$4,911,065$61,210 ▼-1.2%90,7441.3%Oils/EnergyRFRegions Financial$4,883,081$171,884 ▼-3.4%207,6141.3%FinanceRGAReinsurance Group of America$4,806,248$52,339 ▼-1.1%22,4981.3%FinanceBSCSInvesco BulletShares 2028 Corporate Bond ETF$4,803,723$486,240 ▲11.3%238,6351.3%ETFBSCTInvesco BulletShares 2029 Corporate Bond ETF$4,770,472$4,455,024 ▲1,412.3%260,1131.3%ETFABBVAbbVie$4,759,517$62,017 ▲1.3%26,7841.3%MedicalDEDeere & Company$4,380,211$14,830 ▼-0.3%10,3381.2%Industrial ProductsNINiSource$4,224,643$66,903 ▲1.6%114,9251.1%UtilitiesHDHome Depot$4,222,486$146,649 ▼-3.4%10,8551.1%Retail/WholesaleTAT&T$4,153,886$68,879 ▲1.7%182,4281.1%Computer and TechnologyUNHUnitedHealth Group$4,047,892$13,658 ▼-0.3%8,0021.1%MedicalLAM RESEARCH CORP$3,987,457$3,987,457 ▲New Holding55,2051.1%Common StockPMPhilip Morris International$3,975,040$26,357 ▼-0.7%33,0291.1%Consumer StaplesRMDResMed$3,957,251$41,164 ▲1.1%17,3041.0%MedicalALLAllstate$3,939,664$27,955 ▲0.7%20,4351.0%FinanceACNAccenture$3,933,716$33,068 ▲0.8%11,1821.0%Computer and TechnologyMMCMarsh & McLennan Companies$3,921,726$29,737 ▲0.8%18,4631.0%FinanceHONHoneywell International$3,915,352$29,366 ▲0.8%17,3331.0%Multi-Sector ConglomeratesBAHBooz Allen Hamilton$3,913,768$4,505 ▲0.1%30,4101.0%Business ServicesGSThe Goldman Sachs Group$3,903,551$150,026 ▲4.0%6,8171.0%FinanceBLACKROCK INC$3,874,916$3,874,916 ▲New Holding3,7801.0%Common StockLMTLockheed Martin$3,859,822$24,297 ▲0.6%7,9431.0%AerospaceCVXChevron$3,816,824$57,212 ▲1.5%26,3521.0%Oils/EnergyPNCThe PNC Financial Services Group$3,799,724$11,571 ▼-0.3%19,7031.0%FinanceWECWEC Energy Group$3,770,534$53,603 ▲1.4%40,0951.0%UtilitiesSOSouthern$3,765,317$40,337 ▲1.1%45,7401.0%UtilitiesXELXcel Energy$3,747,563$67,858 ▲1.8%55,5031.0%UtilitiesCOPConocoPhillips$3,681,488$14,380 ▲0.4%37,1231.0%Oils/EnergyLNTAlliant Energy$3,679,868$59,731 ▲1.6%62,2231.0%UtilitiesSPGIS&P Global$3,657,532$19,921 ▲0.5%7,3441.0%Business ServicesDUKDuke Energy$3,643,875$61,843 ▲1.7%33,8211.0%UtilitiesICEIntercontinental Exchange$3,633,311$17,136 ▼-0.5%24,3831.0%FinanceJNJJohnson & Johnson$3,618,681$50,617 ▲1.4%25,0221.0%MedicalFEFirstEnergy$3,595,555$66,035 ▲1.9%90,3860.9%UtilitiesLECOLincoln Electric$3,582,926$19,684 ▼-0.5%19,1120.9%Industrial ProductsCSCOCisco Systems$3,578,166$15,274 ▲0.4%60,4420.9%Computer and TechnologyNEENextEra Energy$3,506,215$43,014 ▲1.2%48,9080.9%UtilitiesCHENIERE ENERGY INC$3,454,035$42,974 ▲1.3%16,0750.9%Common StockOMCOmnicom Group$3,446,160$50,333 ▲1.5%40,0530.9%Business ServicesPGProcter & Gamble$3,436,155$26,824 ▲0.8%20,4960.9%Consumer StaplesDTEDTE Energy$3,433,647$50,111 ▲1.5%28,4360.9%UtilitiesUSBU.S. Bancorp$3,429,411$6,218 ▼-0.2%71,7000.9%FinanceAEPAmerican Electric Power$3,418,505$53,586 ▲1.6%37,0650.9%UtilitiesSCIService Co. International$3,382,772$4,789 ▼-0.1%42,3800.9%Consumer StaplesCIThe Cigna Group$3,326,935$56,609 ▲1.7%12,0480.9%MedicalABTAbbott Laboratories$3,266,165$37,326 ▲1.2%28,8760.9%MedicalMRKMerck & Co., Inc.$3,235,189$84,558 ▲2.7%32,5210.9%MedicalGOOGLAlphabet$3,231,351$3,231,351 ▲New Holding17,0700.9%Computer and TechnologyDOXAmdocs$3,222,975$123,027 ▲4.0%37,8550.9%Computer and TechnologyXLFFinancial Select Sector SPDR Fund$3,188,620$7,105 ▼-0.2%65,9760.8%ETFEOGEOG Resources$3,170,532$60,677 ▲2.0%25,8650.8%Oils/EnergyXOMExxon Mobil$3,170,195$67,769 ▲2.2%29,4710.8%Oils/EnergyVZVerizon Communications$3,155,372$54,186 ▲1.7%78,9040.8%Computer and TechnologyKOCoca-Cola$3,113,498$31,753 ▲1.0%50,0080.8%Consumer StaplesSYYSysco$3,103,129$11,087 ▲0.4%40,5850.8%Consumer StaplesPEPPepsiCo$3,062,185$39,536 ▲1.3%20,1380.8%Consumer StaplesDISWalt Disney$2,940,197$20,600 ▲0.7%26,4050.8%Consumer DiscretionaryAPDAir Products and Chemicals$2,866,465$51,627 ▲1.8%9,8830.8%Basic MaterialsEXCExelon$2,866,361$22,584 ▼-0.8%76,1520.8%UtilitiesTGTTarget$2,862,572$62,859 ▲2.2%21,1760.8%Retail/WholesaleKMBKimberly-Clark$2,855,493$63,554 ▲2.3%21,7910.8%Consumer StaplesMDTMedtronic$2,854,432$58,552 ▲2.1%35,7340.8%MedicalAMGNAmgen$2,807,614$2,606 ▼-0.1%10,7720.7%MedicalAZNAstraZeneca$2,773,134$157,576 ▲6.0%42,3250.7%MedicalMDLZMondelez International$2,755,345$64,210 ▲2.4%46,1300.7%Consumer StaplesGPCGenuine Parts$2,728,214$75,894 ▲2.9%23,3660.7%Retail/WholesaleZTSZoetis$2,719,953$114,866 ▲4.4%16,6940.7%MedicalSTZConstellation Brands$2,674,542$57,460 ▲2.2%12,1020.7%Consumer StaplesPPGPPG Industries$2,634,231$68,087 ▲2.7%22,0530.7%Basic MaterialsDDominion Energy$2,582,318$72,172 ▲2.9%47,9450.7%UtilitiesGISGeneral Mills$2,537,026$55,799 ▲2.2%39,7840.7%Consumer StaplesSLBSchlumberger$2,250,175$25,304 ▲1.1%58,6900.6%Oils/EnergyXLCCommunication Services Select Sector SPDR Fund$2,200,782$5,421 ▼-0.2%22,7330.6%ETFSWKStanley Black & Decker$2,055,103$55,802 ▼-2.6%25,5960.5%Industrial ProductsUPSUnited Parcel Service$1,895,157$1,895,157 ▲New Holding15,0290.5%TransportationCEGConstellation Energy$1,722,120$57,493 ▼-3.2%7,6980.5%Oils/EnergyCVSCVS Health$1,715,830$24,645 ▼-1.4%38,2230.5%MedicalXLPConsumer Staples Select Sector SPDR Fund$1,398,944$6,525 ▲0.5%17,7960.4%ETFXLEEnergy Select Sector SPDR Fund$1,264,941$15,504 ▼-1.2%14,7670.3%ETFMCDMcDonald's$1,076,941$1,076,941 ▲New Holding3,7150.3%Retail/WholesaleXLVHealth Care Select Sector SPDR Fund$1,064,242$264,547 ▲33.1%7,7360.3%ETFLLYEli Lilly and Company$833,7600.0%1,0800.2%MedicalAIGAmerican International Group$823,004$2,519,244 ▼-75.4%11,3050.2%FinanceAAPLApple$612,0270.0%2,4440.2%Computer and TechnologySPYSPDR S&P 500 ETF Trust$559,1200.0%9540.1%FinanceCATCaterpillar$541,601$234,706 ▲76.5%1,4930.1%Industrial ProductsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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