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Morton Brown Family Wealth

Latest statistics and disclosures from Morton Brown Family Wealth's latest quarterly 13F-HR filing:

Top 5 stock holdings are SCHB, AVEM, MUB, VEA, SCHC, and represent 56.67% of Morton Brown Family Wealth's stock portfolio.
Added to shares of these 10 stocks: AVUV (+$7.8M), MUB, AVEM, VCIT, SCHC, SUB, BNDX, VEA, IJH, VCSH.
Started 17 new stock positions in RSP, NSC, WTV, TLH, TSLA, GOVT, JEPQ, SHY, ICLR, ARKK. AEP, AAL, FPE, CMG, INTC, FTCS, USIG.
Reduced shares in these 10 stocks: SLYV (-$7.0M), STIP, AAPL, VSS, VWO, SPY, PPL, MSFT, HDV, APD.
Sold out of its positions in AGNC, ABT, ABBV, AVDS, BLOK, NLY, ADM, ARCC, ADP, GOLD.
Morton Brown Family Wealth was a net buyer of stock by $4.4M.
Morton Brown Family Wealth has $242M in assets under management (AUM), dropping by 6.15%.
Central Index Key (CIK): 0001909851

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Portfolio Holdings for Morton Brown Family Wealth

Morton Brown Family Wealth holds 216 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab U.s. Broad Market Etf Etf (SCHB)	26.4	$64M		1.0M	61.05	View chart
Avantis Emerging Markets Equity Etf Etf (AVEM)	8.6	$21M	+10%	358k	57.96	View chart
Ishares National Muni Bond Etf Etf (MUB)	8.3	$20M	+15%	187k	107.60	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	7.5	$18M	+2%	360k	50.17	View chart
Schwab International Small-cap Equity Etf Etf (SCHC)	6.0	$15M	+7%	404k	35.80	View chart
Avantis U.s. Small Cap Value Etf Etf (AVUV)	5.1	$12M	+169%	132k	93.71	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	4.9	$12M	-2%	23k	523.06	View chart
Ishares Short-term National Muni Bond Etf Etf (SUB)	4.0	$9.7M	+11%	93k	104.73	View chart
Schwab Intermediate-term Us Treasury Etf Etf (SCHR)	3.8	$9.2M	+2%	188k	49.05	View chart
Ishares Global Reit Etf Etf (REET)	3.4	$8.3M	+4%	349k	23.68	View chart
Vanguard Total International Bond Etf Etf (BNDX)	2.1	$5.0M	+15%	102k	49.19	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	2.1	$5.0M	+42%	62k	80.51	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	1.4	$3.4M	+13%	44k	77.31	View chart
Spdr S&p 600 Small Cap Value Etf Etf (SLYV)	1.3	$3.1M	-69%	38k	82.97	View chart
Ishares Msci Eafe Etf Etf (EFA)	1.3	$3.1M		39k	79.86	View chart
Ishares Core High Dividend Etf Etf (HDV)	1.2	$3.0M	-5%	27k	110.21	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	1.1	$2.6M	-2%	35k	74.22	View chart
Vanguard Small-cap Etf Etf (VB)	0.8	$2.0M	-2%	8.6k	228.59	View chart
Apple Stock (AAPL)	0.6	$1.5M	-24%	8.9k	171.48	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.6	$1.5M	-20%	37k	41.77	View chart
Vanguard Ftse All-world Ex-us Small-cap Etf Etf (VSS)	0.6	$1.4M	-24%	12k	116.84	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.6	$1.4M		3.2k	443.97	View chart
Broadcom Stock (AVGO)	0.5	$1.3M	+9%	963.00	1325.41	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.5	$1.2M		4.7k	259.90	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.4	$998k	-9%	4.7k	210.30	View chart
Ishares Esg Aware Msci Usa Etf Etf (ESGU)	0.4	$981k		8.5k	114.96	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.3	$796k		13k	60.30	View chart
Microsoft Corp Stock (MSFT)	0.3	$794k	-19%	1.9k	420.69	View chart
Ishares Core Growth Allocation Etf Etf (AOR)	0.3	$703k	-2%	13k	55.67	View chart
Air Prods & Chems Stock (APD)	0.3	$701k	-19%	2.9k	242.27	View chart
Vanguard Mid-cap Growth Etf Etf (VOT)	0.3	$628k		2.7k	235.79	View chart
Ishares Esg Aware Msci Eafe Etf Etf (ESGD)	0.2	$560k		7.0k	79.91	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.2	$516k	+399%	8.5k	60.74	View chart
Ishares Msci Emerging Markets Min Vol Factor Etf Etf (EEMV)	0.2	$462k	-8%	8.2k	56.59	View chart
Crossamerica Partners Lp Ut Ltd Ptn Int Stock (CAPL)	0.2	$458k		20k	22.79	View chart
Bank America Corp Stock (BAC)	0.2	$445k		12k	37.92	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.2	$380k	-18%	903.00	420.52	View chart
Ishares 0-5 Year Tips Bond Etf Etf (STIP)	0.2	$365k	-87%	3.7k	99.43	View chart
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)	0.1	$349k	+39%	3.0k	115.81	View chart
Mcdonalds Corp Stock (MCD)	0.1	$310k	-8%	1.1k	282.07	View chart
Ishares S&p Small-cap 600 Value Etf Etf (IJS)	0.1	$301k	-34%	2.9k	102.76	View chart
Nvidia Corporation Stock (NVDA)	0.1	$279k	-22%	309.00	903.61	View chart
First Trust Global Tactical Commodity Strategy Fund Etf (FTGC)	0.1	$267k	-27%	11k	23.72	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.1	$256k	-13%	3.0k	86.48	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.1	$255k		4.1k	62.06	View chart
Ishares Esg Aware Msci Usa Small-cap Etf Etf (ESML)	0.1	$252k		6.2k	40.27	View chart
Schwab International Equity Etf Etf (SCHF)	0.1	$241k		6.2k	39.02	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.1	$239k		709.00	336.83	View chart
Ishares Esg Aware Msci Em Etf Etf (ESGE)	0.1	$226k	+5%	7.0k	32.23	View chart
Qualcomm Stock (QCOM)	0.1	$202k		1.2k	169.30	View chart
Vanguard S&p Mid-cap 400 Growth Etf Etf (IVOG)	0.1	$199k		1.8k	113.45	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.1	$198k		2.1k	92.72	View chart
Amgen Stock (AMGN)	0.1	$194k		683.00	284.32	View chart
Marriott Intl Inc New Cl A Stock (MAR)	0.1	$192k		759.00	252.31	View chart
Avantis Real Estate Etf Etf (AVRE)	0.1	$190k	-37%	4.5k	42.28	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.1	$174k	+27%	331.00	525.73	View chart
Northrop Grumman Corp Stock (NOC)	0.1	$162k		338.00	478.96	View chart
Disney Walt Stock (DIS)	0.1	$158k	-19%	1.3k	122.36	View chart
Ishares Msci Acwi Ex U.s. Etf Etf (ACWX)	0.1	$149k	-19%	2.8k	53.39	View chart
Wisdomtree International Smallcap Dividend Fund Etf (DLS)	0.1	$127k	-2%	2.0k	65.21	View chart
Comerica Stock (CMA)	0.1	$126k		2.3k	54.99	View chart
Union Pac Corp Stock (UNP)	0.1	$123k		502.00	245.78	View chart
Paychex Stock (PAYX)	0.1	$123k		1.0k	122.80	View chart
Exxon Mobil Corp Stock (XOM)	0.1	$121k	-41%	1.0k	116.27	View chart
Vanguard S&p Small-cap 600 Growth Etf Etf (VIOG)	0.0	$117k		1.0k	112.43	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.0	$107k	-5%	970.00	110.52	View chart
Caterpillar Stock (CAT)	0.0	$106k		290.00	366.43	View chart
Nike Inc Cl B Stock (NKE)	0.0	$104k		1.1k	93.98	View chart
Ishares Trust Ishares Usd Green Bond Etf Etf (BGRN)	0.0	$99k	+30%	2.1k	46.89	View chart
Ishares Esg Aware Usd Corporate Bond Etf Etf (SUSC)	0.0	$99k	+57%	4.3k	22.99	View chart
Rtx Corporation Stock (RTX)	0.0	$96k	-3%	981.00	97.50	View chart
American Wtr Wks Stock (AWK)	0.0	$86k		700.00	122.21	View chart
Block Inc Cl A Stock (SQ)	0.0	$85k		1.0k	84.58	View chart
Vanguard Extended Market Etf Etf (VXF)	0.0	$83k		476.00	175.27	View chart
Pfizer Stock (PFE)	0.0	$79k		2.9k	27.75	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	0.0	$78k		960.00	81.43	View chart
Ishares Core S&p Us Value Etf Etf (IUSV)	0.0	$71k		790.00	90.44	View chart
Ameriprise Finl Stock (AMP)	0.0	$70k		159.00	438.44	View chart
Ishares Esg Aware 1-5 Year Usd Corporate Bond Etf Etf (SUSB)	0.0	$67k	+5%	2.7k	24.48	View chart
Nextera Energy Stock (NEE)	0.0	$65k	-2%	1.0k	63.91	View chart
Spdr Gold Shares Etf (GLD)	0.0	$63k	-8%	305.00	205.72	View chart
Amazon Stock (AMZN)	0.0	$60k	-50%	334.00	180.38	View chart
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.0	$60k		150.00	397.76	View chart
Ishares Core S&p U.s. Growth Etf Etf (IUSG)	0.0	$55k		471.00	117.21	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.0	$53k		761.00	70.00	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.0	$52k		899.00	58.06	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.0	$50k	+4%	982.00	50.60	View chart
Vanguard Growth Etf Etf (VUG)	0.0	$49k		143.00	344.20	View chart
Omnicom Group Stock (OMC)	0.0	$44k		459.00	96.76	View chart
United Parcel Service Inc Cl B Stock (UPS)	0.0	$43k	-2%	292.00	148.63	View chart
Vanguard Value Etf Etf (VTV)	0.0	$43k		265.00	162.86	View chart
International Business Machs Stock (IBM)	0.0	$43k	-45%	223.00	190.96	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.0	$42k	-65%	280.00	150.93	View chart
Pepsico Stock (PEP)	0.0	$41k	-14%	233.00	175.01	View chart
Walmart Stock (WMT)	0.0	$41k	+104%	678.00	60.13	View chart
Kellanova Stock (K)	0.0	$39k		676.00	57.29	View chart
Vail Resorts Stock (MTN)	0.0	$37k		166.00	222.83	View chart
American Elec Pwr Stock (AEP)	0.0	$37k	NEW	424.00	86.10	View chart
Health Care Select Sector Spdr Fund Etf (XLV)	0.0	$36k	-26%	243.00	147.75	View chart
Phillips 66 Stock (PSX)	0.0	$35k		216.00	163.34	View chart
Cisco Sys Stock (CSCO)	0.0	$35k		704.00	49.89	View chart
Ishares Morningstar Mid-cap Etf Etf (IMCB)	0.0	$35k		474.00	72.77	View chart
Costco Whsl Corp Stock (COST)	0.0	$33k		45.00	736.09	View chart
Corning Stock (GLW)	0.0	$33k	-16%	1.0k	32.96	View chart
Shockwave Med Stock (SWAV)	0.0	$33k		100.00	325.63	View chart
Starbucks Corp Stock (SBUX)	0.0	$32k		351.00	91.35	View chart
Ge Aerospace Stock (GE)	0.0	$32k	-60%	180.00	175.53	View chart
Spdr Nuveen Bloomberg Short Term Municipal Bond Etf Etf (SHM)	0.0	$31k	-13%	660.00	47.44	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.0	$31k	-72%	200.00	152.26	View chart
Ishares U.s. Treasury Bond Etf Etf (GOVT)	0.0	$30k	NEW	1.3k	22.77	View chart
Schwab Short-term Us Treasury Etf Etf (SCHO)	0.0	$26k	-32%	537.00	48.21	View chart
Eli Lilly & Co Stock (LLY)	0.0	$26k		33.00	777.97	View chart
Viking Therapeutics Stock (VKTX)	0.0	$25k	-66%	300.00	82.00	View chart
Lululemon Athletica Stock (LULU)	0.0	$23k		60.00	390.65	View chart
Jpmorgan Chase & Co Stock (JPM)	0.0	$23k	-60%	115.00	199.84	View chart
Southern Stock (SO)	0.0	$23k		314.00	71.74	View chart
Ishares Core Moderate Allocation Etf Etf (AOM)	0.0	$22k		522.00	42.78	View chart
Procter And Gamble Stock (PG)	0.0	$22k	-67%	136.00	162.25	View chart
Goldman Sachs Group Stock (GS)	0.0	$22k		52.00	413.75	View chart
Vanguard Information Technology Etf Etf (VGT)	0.0	$21k		40.00	524.35	View chart
Seagate Technology Hldngs Plc Ord Stock (STX)	0.0	$20k		211.00	93.05	View chart
Schwab Emerging Markets Equity Etf Etf (SCHE)	0.0	$20k	-86%	777.00	25.25	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.0	$19k	-14%	108.00	179.11	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.0	$18k		225.00	80.63	View chart
Sanofi Adr (SNY)	0.0	$18k	-59%	372.00	48.60	View chart
Keycorp Stock (KEY)	0.0	$18k		1.1k	15.81	View chart
Meta Platforms Inc Cl A Stock (META)	0.0	$17k		35.00	485.57	View chart
Airbnb Inc Com Cl A Stock (ABNB)	0.0	$17k	-31%	100.00	164.96	View chart
Advanced Micro Devices Stock (AMD)	0.0	$16k	+200%	90.00	180.49	View chart
Vanguard Mid-cap Etf Etf (VO)	0.0	$16k	+18%	63.00	249.86	View chart
Verizon Communications Stock (VZ)	0.0	$16k	-56%	375.00	41.96	View chart
Truist Finl Corp Stock (TFC)	0.0	$16k	-56%	399.00	39.03	View chart
Ugi Corp Stock (UGI)	0.0	$15k	-21%	627.00	24.56	View chart
Jpmorgan Nasdaq Equity Premium Income Etf Etf (JEPQ)	0.0	$15k	NEW	278.00	54.24	View chart
First Trust Preferred Securities & Income Etf Etf (FPE)	0.0	$15k	NEW	840.00	17.32	View chart
Chipotle Mexican Grill Stock (CMG)	0.0	$15k	NEW	5.00	2906.80	View chart
Carrier Global Corporation Stock (CARR)	0.0	$14k		247.00	58.13	View chart
Us Bancorp Del Stock (USB)	0.0	$14k		312.00	44.71	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.0	$14k	NEW	81.00	169.37	View chart
Spdr Portfolio Short Term Treasury Etf Etf (SPTS)	0.0	$13k		448.00	28.92	View chart
Ishares Esg Advanced Msci Usa Etf Etf (USXF)	0.0	$13k		284.00	45.15	View chart
Salesforce Stock (CRM)	0.0	$13k		42.00	301.19	View chart
Ishares Core Aggressive Allocation Etf Etf (AOA)	0.0	$13k	+14%	171.00	73.46	View chart
Wisdomtree Us Value Fund Of Benef Interest Etf (WTV)	0.0	$12k	NEW	164.00	75.60	View chart
Vanguard Consumer Staples Etf Etf (VDC)	0.0	$12k		60.00	204.13	View chart
Freshpet Stock (FRPT)	0.0	$12k		100.00	115.86	View chart
Ishares Russell 2000 Value Etf Etf (IWN)	0.0	$11k		70.00	158.81	View chart
Ishares Biotechnology Etf Etf (IBB)	0.0	$11k		79.00	136.59	View chart
Chevron Corp Stock (CVX)	0.0	$11k	-11%	68.00	157.74	View chart
3M Stock (MMM)	0.0	$11k	-18%	100.00	106.07	View chart
Prudential Finl Stock (PRU)	0.0	$10k		85.00	117.40	View chart
Conocophillips Stock (COP)	0.0	$9.9k	-56%	78.00	127.28	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.0	$9.9k		38.00	260.71	View chart
Ishares Select Dividend Etf Etf (DVY)	0.0	$9.9k	-39%	80.00	123.45	View chart
Norfolk Southn Corp Stock (NSC)	0.0	$9.7k	NEW	38.00	254.87	View chart
Vanguard Long-term Treasury Etf Etf (VGLT)	0.0	$9.2k		156.00	59.24	View chart
Morgan Stanley Stock (MS)	0.0	$9.2k		98.00	94.16	View chart
Netflix Stock (NFLX)	0.0	$9.1k		15.00	607.33	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	0.0	$9.0k		118.00	75.98	View chart
At&t Stock (T)	0.0	$8.6k	-81%	487.00	17.61	View chart
Ishares 10-20 Year Treasury Bond Etf Etf (TLH)	0.0	$8.2k	NEW	78.00	105.03	View chart
Johnson & Johnson Stock (JNJ)	0.0	$7.9k	-18%	50.00	158.20	View chart
Ishares Broad Usd Investment Grade Corporate Bond Etf Etf (USIG)	0.0	$7.7k	NEW	152.00	50.77	View chart
General Dynamics Corp Stock (GD)	0.0	$7.6k		27.00	282.48	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.0	$7.6k	-55%	147.00	51.60	View chart
Dominion Energy Stock (D)	0.0	$7.3k	+106%	149.00	49.19	View chart
Elevance Health Stock (ELV)	0.0	$7.3k		14.00	518.57	View chart
First Trust Capital Strength Etf Etf (FTCS)	0.0	$6.9k	NEW	80.00	85.65	View chart
Ppl Corp Stock (PPL)	0.0	$6.8k	-96%	246.00	27.52	View chart
Ishares Esg Advanced Msci Eafe Etf Etf (DMXF)	0.0	$6.5k		96.00	68.12	View chart
Joby Aviation Stock (JOBY)	0.0	$6.4k		1.2k	5.36	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.0	$6.2k	-60%	34.00	182.62	View chart
Ark Innovation Etf Etf (ARKK)	0.0	$6.0k	NEW	120.00	50.08	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.0	$5.5k		111.00	49.24	View chart
Ge Healthcare Technologies Stock (GEHC)	0.0	$5.5k	-60%	60.00	90.92	View chart
Hershey Stock (HSY)	0.0	$5.3k	-91%	27.00	194.52	View chart
Innovative Indl Pptys Reit (IIPR)	0.0	$5.1k		49.00	103.53	View chart
Icon Stock (ICLR)	0.0	$5.0k	NEW	15.00	335.93	View chart
Tesla Stock (TSLA)	0.0	$4.0k	NEW	23.00	175.78	View chart
Adams Diversified Equity Cef (ADX)	0.0	$3.8k		194.00	19.52	View chart
Humana Stock (HUM)	0.0	$3.5k		10.00	346.70	View chart
Wk Kellogg Stock (KLG)	0.0	$3.2k		169.00	18.80	View chart
Visa Inc Com Cl A Stock (V)	0.0	$2.8k	-47%	10.00	279.10	View chart
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)	0.0	$2.8k	NEW	34.00	81.79	View chart
Spdr S&p Dividend Etf Etf (SDY)	0.0	$2.6k		20.00	131.25	View chart
Ulta Beauty Stock (ULTA)	0.0	$2.6k		5.00	522.80	View chart
Ishares Msci Usa Value Factor Etf Etf (VLUE)	0.0	$2.5k	-11%	23.00	108.30	View chart
Vanguard S&p Small-cap 600 Value Etf Etf (VIOV)	0.0	$2.5k		28.00	88.43	View chart
Applied Matls Stock (AMAT)	0.0	$2.5k		12.00	206.25	View chart
Linde Stock (LIN)	0.0	$2.3k		5.00	464.40	View chart
Merck & Co Stock (MRK)	0.0	$2.1k	-96%	16.00	131.94	View chart
Target Corp Stock (TGT)	0.0	$1.8k		10.00	177.20	View chart
Ametek Stock (AME)	0.0	$1.6k		9.00	182.89	View chart
Adobe Stock (ADBE)	0.0	$1.5k		3.00	504.67	View chart
Chefs Whse Stock (CHEF)	0.0	$1.2k		32.00	37.66	View chart
Guardant Health Stock (GH)	0.0	$1.2k		58.00	20.64	View chart
Yum Brands Stock (YUM)	0.0	$1.1k		8.00	138.62	View chart
Rivian Automotive Inc Com Cl A Stock (RIVN)	0.0	$908.999400		83.00	10.95	View chart
American Airls Group Stock (AAL)	0.0	$859.997600	NEW	56.00	15.36	View chart
Warner Bros Discovery Inc Com Ser A Stock (WBD)	0.0	$785.997000	-79%	90.00	8.73	View chart
Taysha Gene Therapies Stock (TSHA)	0.0	$745.992000		260.00	2.87	View chart
Jazz Pharmaceuticals Plc Shs Usd Stock (JAZZ)	0.0	$602.000000		5.00	120.40	View chart
Cnfinance Hldgs Ltd Spon Ads Adr (CNF)	0.0	$518.000000		250.00	2.07	View chart
Editas Medicine Stock (EDIT)	0.0	$482.001000		65.00	7.42	View chart
Philip Morris Intl Stock (PM)	0.0	$458.000000	-92%	5.00	91.60	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.0	$436.000200	-99%	6.00	72.67	View chart
Ishares Morningstar Mid-cap Growth Etf Etf (IMCG)	0.0	$353.000000		5.00	70.60	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.0	$312.000000		2.00	156.00	View chart
8X8 Stock (EGHT)	0.0	$270.000000		100.00	2.70	View chart
The Beachbody Company Inc Com Cl A Stock (BODI)	0.0	$192.000000		20.00	9.60	View chart
Sibanye Stillwater Adr (SBSW)	0.0	$165.000500		35.00	4.71	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	0.0	$95.000000	-93%	1.00	95.00	View chart
Intel Corp Stock (INTC)	0.0	$88.000000	NEW	2.00	44.00	View chart
Gossamer Bio Stock (GOSS)	0.0	$30.000000		25.00	1.20	View chart
Ampio Pharmaceuticals Stock (AMPE)	0.0	$6.000000		6.00	1.00	View chart
Fisker Inc Cl A Com Stk Stock (FSRN)	0.0	$0.999000		30.00	0.03	View chart

Past Filings by Morton Brown Family Wealth

SEC 13F filings are viewable for Morton Brown Family Wealth going back to 2021

Morton Brown Family Wealth 2024 Q1 filed April 23, 2024
Morton Brown Family Wealth 2023 Q4 filed Jan. 29, 2024
Morton Brown Family Wealth 2023 Q3 filed Oct. 18, 2023
Morton Brown Family Wealth 2023 Q2 filed July 25, 2023
Morton Brown Family Wealth 2023 Q1 filed April 26, 2023
Morton Brown Family Wealth 2022 Q4 filed Feb. 2, 2023
Morton Brown Family Wealth 2022 Q3 filed Oct. 31, 2022
Morton Brown Family Wealth 2022 Q2 filed July 21, 2022
Morton Brown Family Wealth 2022 Q1 filed April 20, 2022
Morton Brown Family Wealth 2021 Q4 filed Feb. 11, 2022

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