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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, VEA, MUB, AVUV, and represent 57.04% of Morton Brown Family Wealth's stock portfolio.
Added to shares of these 10 stocks: AVDV (+$7.6M), SCHB (+$5.9M), MUNI, AVUV, VEA, MUB, VCIT, AVEM, SCHR, APD.
Started 61 new stock positions in DUK, MPC, WM, PAVE, IVE, OXY, SCHK, ARCC, KMI, VEU.
Reduced shares in these 10 stocks: SCHC (-$6.8M), SUB, SLYV, BND, ESGV, AVGO, VSS, VSGX, VCSH, IEFA.
Sold out of its positions in AOM, JEPQ, SPTL, FNDE, FNDX, SCHO, VSGX, ESGV, VYM, VTEB. UITB.
Morton Brown Family Wealth was a net buyer of stock by $19M.
Morton Brown Family Wealth has $281M in assets under management (AUM), dropping by 11.07%.
Central Index Key (CIK): 0001909851

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Portfolio Holdings for Morton Brown Family Wealth

Morton Brown Family Wealth holds 271 positions in its portfolio as reported in the September 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)	27.3	$77M	+8%	1.2M	66.52	View chart
Avantis Emerging Markets Equity Etf Etf (AVEM)	8.9	$25M	+5%	390k	64.60	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	7.6	$21M	+6%	403k	52.81	View chart
Ishares National Muni Bond Etf Etf (MUB)	7.2	$20M	+6%	187k	108.63	View chart
Avantis U.s. Small Cap Value Etf Etf (AVUV)	6.1	$17M	+18%	177k	95.95	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	4.5	$13M		22k	573.77	View chart
Avantis International Small Cap Value Etf Etf (AVDV)	4.3	$12M	+171%	170k	70.67	View chart
Schwab Intermediate-term Us Treasury Etf Etf (SCHR)	3.9	$11M	+8%	218k	50.60	View chart
Ishares Global Reit Etf Etf (REET)	3.5	$9.9M	+5%	372k	26.69	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	2.7	$7.6M	+20%	91k	83.75	View chart
Ishares Short-term National Muni Bond Etf Etf (SUB)	2.4	$6.9M	-17%	65k	106.19	View chart
Vanguard Total International Bond Etf Etf (BNDX)	2.3	$6.6M	+8%	130k	50.28	View chart
Pimco Intermed Muni Bond Etf (MUNI)	2.2	$6.2M	+304%	117k	52.98	View chart
Schwab International Small-cap Equity Etf Etf (SCHC)	1.6	$4.4M	-60%	115k	38.53	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	1.2	$3.3M	-3%	42k	79.42	View chart
Ishares Msci Eafe Etf Etf (EFA)	1.1	$3.2M		38k	83.63	View chart
Ishares Core High Dividend Etf Etf (HDV)	1.0	$2.9M		25k	117.62	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.8	$2.4M	-2%	30k	78.05	View chart
Apple Stock (AAPL)	0.7	$2.1M		8.9k	233.00	View chart
Vanguard Small-cap Etf Etf (VB)	0.7	$2.0M		8.4k	237.21	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.6	$1.6M		3.2k	488.03	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.5	$1.4M		30k	47.85	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.5	$1.3M		4.8k	283.17	View chart
Vanguard Ftse All-world Ex-us Small-cap Etf Etf (VSS)	0.5	$1.3M	-11%	10k	125.96	View chart
Broadcom Stock (AVGO)	0.5	$1.3M	-16%	7.4k	172.50	View chart
Spdr S&p 600 Small Cap Value Etf Etf (SLYV)	0.4	$1.3M	-37%	15k	86.82	View chart
Ishares Esg Aware Msci Usa Etf Etf (ESGU)	0.4	$1.1M		8.5k	126.18	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.4	$1.0M		4.7k	220.89	View chart
Microsoft Corp Stock (MSFT)	0.4	$1.0M	+20%	2.3k	430.28	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.3	$873k	+2%	14k	64.74	View chart
Air Prods & Chems Stock (APD)	0.3	$861k	+1100%	2.9k	297.74	View chart
Ishares Core Growth Allocation Etf Etf (AOR)	0.3	$755k		13k	59.24	View chart
Ishares Esg Aware Msci Eafe Etf Etf (ESGD)	0.2	$590k		7.0k	84.17	View chart
Vanguard Mid-cap Growth Etf Etf (VOT)	0.2	$571k	-3%	2.3k	243.47	View chart
Bank America Corp Stock (BAC)	0.2	$484k		12k	39.68	View chart
Crossamerica Partners Lp Ut Ltd Ptn Int Stock (CAPL)	0.1	$416k		20k	20.72	View chart
Ishares Msci Emerging Markets Min Vol Factor Etf Etf (EEMV)	0.1	$416k		6.6k	62.70	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.1	$416k		903.00	460.26	View chart
Nvidia Corporation Stock (NVDA)	0.1	$400k		3.3k	121.45	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.1	$389k		6.2k	62.32	View chart
Mcdonalds Corp Stock (MCD)	0.1	$374k		1.2k	304.58	View chart
Avantis Real Estate Etf Etf (AVRE)	0.1	$360k	+4%	7.6k	47.14	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.1	$291k		3.0k	97.41	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.1	$279k		4.1k	67.85	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.1	$267k		712.00	375.14	View chart
Ishares Esg Aware Msci Usa Small-cap Etf Etf (ESML)	0.1	$261k		6.2k	41.82	View chart
Ishares Esg Aware Msci Em Etf Etf (ESGE)	0.1	$255k		7.0k	36.41	View chart
First Trust Global Tactical Commodity Strategy Fund Etf (FTGC)	0.1	$251k		11k	23.69	View chart
Ishares S&p Small-cap 600 Value Etf Etf (IJS)	0.1	$248k	-15%	2.3k	107.66	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.1	$244k		2.3k	104.18	View chart
Schwab International Equity Etf Etf (SCHF)	0.1	$227k		5.5k	41.12	View chart
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)	0.1	$219k		1.8k	119.60	View chart
Amgen Stock (AMGN)	0.1	$216k		670.00	322.21	View chart
Vanguard S&p Mid-cap 400 Growth Etf Etf (IVOG)	0.1	$201k		1.8k	114.63	View chart
Qualcomm Stock (QCOM)	0.1	$197k		1.2k	170.05	View chart
Marriott Intl Inc New Cl A Stock (MAR)	0.1	$189k		759.00	248.60	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.1	$179k	-16%	311.00	576.82	View chart
Northrop Grumman Corp Stock (NOC)	0.1	$179k		338.00	528.41	View chart
Ppl Corp Stock (PPL)	0.1	$173k	+1988%	5.2k	33.08	View chart
Exxon Mobil Corp Stock (XOM)	0.1	$168k	+38%	1.4k	117.20	View chart
Ishares Msci Acwi Ex U.s. Etf Etf (ACWX)	0.1	$159k		2.8k	57.22	View chart
Eli Lilly & Co Stock (LLY)	0.1	$153k	+260%	173.00	885.94	View chart
Rtx Corporation Stock (RTX)	0.1	$144k	+17%	1.2k	121.18	View chart
Comerica Stock (CMA)	0.0	$138k	NEW	2.3k	59.91	View chart
Ishares 5-10 Year Investment Grade Corporate Bond Etf Etf (IGIB)	0.0	$134k		2.5k	53.72	View chart
Paychex Stock (PAYX)	0.0	$132k		985.00	134.19	View chart
Wisdomtree International Smallcap Dividend Fund Etf (DLS)	0.0	$126k	-4%	1.8k	69.05	View chart
Vanguard S&p Small-cap 600 Growth Etf Etf (VIOG)	0.0	$125k		1.0k	119.78	View chart
Union Pac Corp Stock (UNP)	0.0	$124k		504.00	246.26	View chart
Disney Walt Stock (DIS)	0.0	$124k		1.3k	96.19	View chart
Caterpillar Stock (CAT)	0.0	$113k		290.00	391.12	View chart
Ishares 0-5 Year Tips Bond Etf Etf (STIP)	0.0	$112k	-34%	1.1k	101.32	View chart
Ishares Esg Aware Usd Corporate Bond Etf Etf (SUSC)	0.0	$107k	+7%	4.5k	23.79	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.0	$103k	-7%	878.00	116.96	View chart
American Wtr Wks Stock (AWK)	0.0	$102k		700.00	146.24	View chart
Ishares Trust Ishares Usd Green Bond Etf Etf (BGRN)	0.0	$100k		2.1k	48.34	View chart
Nike Inc Cl B Stock (NKE)	0.0	$98k		1.1k	88.40	View chart
Vanguard Extended Market Etf Etf (VXF)	0.0	$91k	+5%	500.00	181.96	View chart
Nextera Energy Stock (NEE)	0.0	$86k		1.0k	84.53	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	0.0	$80k		960.00	83.09	View chart
Walmart Stock (WMT)	0.0	$79k	+44%	978.00	80.71	View chart
Ishares Core S&p Us Value Etf Etf (IUSV)	0.0	$75k		790.00	95.49	View chart
Ameriprise Finl Stock (AMP)	0.0	$75k		159.00	469.81	View chart
International Business Machs Stock (IBM)	0.0	$74k	+57%	336.00	221.08	View chart
Spdr Gold Shares Etf (GLD)	0.0	$69k	-3%	285.00	243.06	View chart
Home Depot Stock (HD)	0.0	$69k	NEW	170.00	405.20	View chart
Block Inc Cl A Stock (SQ)	0.0	$67k	NEW	1.0k	67.13	View chart
Ishares Esg Aware 1-5 Year Usd Corporate Bond Etf Etf (SUSB)	0.0	$66k		2.6k	25.16	View chart
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.0	$64k		150.00	423.12	View chart
Amazon Stock (AMZN)	0.0	$62k		334.00	186.33	View chart
Ishares Core S&p U.s. Growth Etf Etf (IUSG)	0.0	$62k	-21%	471.00	131.91	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.0	$56k		899.00	62.69	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.0	$56k		761.00	73.67	View chart
Vanguard Growth Etf Etf (VUG)	0.0	$55k		143.00	383.93	View chart
Kellanova Stock (K)	0.0	$55k		676.00	80.71	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.0	$51k	+661%	259.00	197.81	View chart
Automatic Data Processing Stock (ADP)	0.0	$48k	NEW	175.00	276.73	View chart
Omnicom Group Stock (OMC)	0.0	$48k		459.00	103.39	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.0	$47k		280.00	166.14	View chart
Vanguard Value Etf Etf (VTV)	0.0	$46k		265.00	174.57	View chart
Corning Stock (GLW)	0.0	$45k		1.0k	45.15	View chart
Advanced Micro Devices Stock (AMD)	0.0	$45k	+57%	275.00	164.08	View chart
Ge Aerospace Stock (GE)	0.0	$41k	+13%	217.00	188.58	View chart
Johnson & Johnson Stock (JNJ)	0.0	$41k	+400%	250.00	162.06	View chart
Costco Whsl Corp Stock (COST)	0.0	$40k		45.00	892.40	View chart
Pepsico Stock (PEP)	0.0	$40k		233.00	170.05	View chart
Health Care Select Sector Spdr Fund Etf (XLV)	0.0	$38k		245.00	153.96	View chart
United Parcel Service Inc Cl B Stock (UPS)	0.0	$38k	-2%	276.00	136.34	View chart
Pfizer Stock (PFE)	0.0	$38k		1.3k	28.94	View chart
Cisco Sys Stock (CSCO)	0.0	$37k		704.00	53.20	View chart
Ishares Morningstar Mid-cap Etf Etf (IMCB)	0.0	$36k		477.00	76.03	View chart
Vanguard Intermediate-term Treasury Etf Etf (VGIT)	0.0	$36k		594.00	60.42	View chart
American Elec Pwr Stock (AEP)	0.0	$34k		334.00	102.60	View chart
Starbucks Corp Stock (SBUX)	0.0	$34k		351.00	97.45	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.0	$33k		200.00	167.19	View chart
Emerson Elec Stock (EMR)	0.0	$33k	NEW	300.00	109.37	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.0	$33k	+70%	384.00	84.53	View chart
Csx Corp Stock (CSX)	0.0	$31k	NEW	900.00	34.53	View chart
Vail Resorts Stock (MTN)	0.0	$29k		166.00	174.29	View chart
Southern Stock (SO)	0.0	$28k		314.00	90.18	View chart
Phillips 66 Stock (PSX)	0.0	$27k		207.00	131.45	View chart
Verizon Communications Stock (VZ)	0.0	$26k	+53%	575.00	44.91	View chart
Goldman Sachs Group Stock (GS)	0.0	$26k		52.00	496.40	View chart
Tesla Stock (TSLA)	0.0	$25k		96.00	261.62	View chart
Jpmorgan Chase & Co Stock (JPM)	0.0	$24k		116.00	210.67	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.0	$24k		407.00	59.51	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.0	$24k	+17%	127.00	189.80	View chart
Procter And Gamble Stock (PG)	0.0	$24k		136.00	173.20	View chart
Vanguard Information Technology Etf Etf (VGT)	0.0	$24k		40.00	586.52	View chart
Seagate Technology Hldngs Plc Ord Stock (STX)	0.0	$23k		211.00	109.53	View chart
Sanofi Adr (SNY)	0.0	$21k		367.00	57.63	View chart
Meta Platforms Inc Cl A Stock (META)	0.0	$20k		35.00	572.43	View chart
Carrier Global Corporation Stock (CARR)	0.0	$20k		247.00	80.49	View chart
Abbvie Stock (ABBV)	0.0	$20k	NEW	100.00	197.48	View chart
Airbnb Inc Com Cl A Stock (ABNB)	0.0	$19k		150.00	126.81	View chart
Viking Therapeutics Stock (VKTX)	0.0	$19k		300.00	63.31	View chart
Ishares Core Aggressive Allocation Etf Etf (AOA)	0.0	$19k	+26%	239.00	78.91	View chart
Keycorp Stock (KEY)	0.0	$19k		1.1k	16.75	View chart
Us Bancorp Del Stock (USB)	0.0	$18k	+23%	394.00	45.78	View chart
Truist Finl Corp Stock (TFC)	0.0	$17k		407.00	42.75	View chart
Diamondback Energy Stock (FANG)	0.0	$17k	NEW	100.00	172.40	View chart
Marathon Pete Corp Stock (MPC)	0.0	$17k	NEW	104.00	162.91	View chart
Vanguard Mid-cap Etf Etf (VO)	0.0	$17k	-13%	63.00	263.83	View chart
Lululemon Athletica Stock (LULU)	0.0	$16k		60.00	271.35	View chart
Dominion Energy Stock (D)	0.0	$16k	+277%	272.00	57.79	View chart
Ugi Corp Stock (UGI)	0.0	$16k		627.00	25.04	View chart
Waste Mgmt Inc Del Stock (WM)	0.0	$16k	NEW	75.00	207.60	View chart
Technology Select Sector Spdr Fund Etf (XLK)	0.0	$15k	NEW	66.00	225.76	View chart
Freshpet Stock (FRPT)	0.0	$14k		100.00	136.77	View chart
3M Stock (MMM)	0.0	$14k		100.00	136.70	View chart
Wisdomtree Us Value Fund Of Benef Interest Etf (WTV)	0.0	$13k		164.00	80.01	View chart
At&t Stock (T)	0.0	$13k	+20%	590.00	22.01	View chart
Icon Stock (ICLR)	0.0	$13k		45.00	287.31	View chart
First Trust Preferred Securities & Income Etf Etf (FPE)	0.0	$13k	-50%	700.00	18.10	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.0	$13k	+48%	219.00	57.41	View chart
Morgan Stanley Stock (MS)	0.0	$12k		118.00	104.24	View chart
Ge Vernova Stock (GEV)	0.0	$12k		47.00	254.98	View chart
Schwab Emerging Markets Equity Etf Etf (SCHE)	0.0	$12k		401.00	29.18	View chart
Ishares Russell 2000 Value Etf Etf (IWN)	0.0	$12k		70.00	166.81	View chart
Salesforce Stock (CRM)	0.0	$12k		42.00	273.71	View chart
Ishares Biotechnology Etf Etf (IBB)	0.0	$12k		79.00	145.14	View chart
American Express Stock (AXP)	0.0	$11k	NEW	40.00	271.20	View chart
Netflix Stock (NFLX)	0.0	$11k		15.00	709.27	View chart
Ishares Esg Advanced Msci Usa Etf Etf (USXF)	0.0	$11k		216.00	49.08	View chart
Prudential Finl Stock (PRU)	0.0	$10k		85.00	121.11	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.0	$10k		38.00	267.37	View chart
Spdr Portfolio Short Term Treasury Etf Etf (SPTS)	0.0	$10k		344.00	29.41	View chart
Chevron Corp Stock (CVX)	0.0	$10k		68.00	147.26	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$9.7k	NEW	232.00	41.77	View chart
Vanguard Long-term Treasury Etf Etf (VGLT)	0.0	$9.6k		156.00	61.54	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	0.0	$9.5k		118.00	80.37	View chart
Intel Corp Stock (INTC)	0.0	$9.4k	+20000%	402.00	23.46	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$9.1k	+75%	175.00	51.74	View chart
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK)	0.0	$8.5k	NEW	93.00	91.92	View chart
Spdr Nuveen Bloomberg Short Term Municipal Bond Etf Etf (SHM)	0.0	$8.4k	-73%	174.00	48.14	View chart
Conocophillips Stock (COP)	0.0	$8.2k		78.00	105.28	View chart
General Dynamics Corp Stock (GD)	0.0	$8.2k		27.00	302.19	View chart
Joby Aviation Stock (JOBY)	0.0	$8.1k	+6%	1.6k	5.03	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.0	$7.9k	NEW	82.00	95.76	View chart
Vanguard Consumer Discretionary Etf Etf (VCR)	0.0	$7.8k	NEW	23.00	337.91	View chart
Global X U.s. Infrastructure Development Etf Etf (PAVE)	0.0	$7.7k	NEW	187.00	41.16	View chart
Elevance Health Stock (ELV)	0.0	$7.3k		14.00	520.00	View chart
Linde Stock (LIN)	0.0	$7.2k	+200%	15.00	476.87	View chart
Consumer Staples Select Sector Spdr Fund Etf (XLP)	0.0	$7.0k	NEW	84.00	83.00	View chart
Ishares Core Total Usd Bond Market Etf Etf (IUSB)	0.0	$6.9k	NEW	147.00	47.12	View chart
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ)	0.0	$6.9k	NEW	56.00	123.62	View chart
Innovative Indl Pptys Reit (IIPR)	0.0	$6.6k		49.00	134.59	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.0	$6.5k	NEW	36.00	179.31	View chart
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)	0.0	$6.3k	NEW	127.00	49.47	View chart
Cava Group Stock (CAVA)	0.0	$6.2k		50.00	123.86	View chart
Ge Healthcare Technologies Stock (GEHC)	0.0	$6.0k		64.00	93.84	View chart
Duke Energy Corp Stock (DUK)	0.0	$5.8k	NEW	50.00	115.30	View chart
Arista Networks Stock (ANET)	0.0	$5.8k	NEW	15.00	383.80	View chart
Williams Cos Stock (WMB)	0.0	$5.7k	NEW	125.00	45.65	View chart
Ark Innovation Etf Etf (ARKK)	0.0	$5.7k		120.00	47.53	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	0.0	$5.5k	NEW	51.00	107.65	View chart
Alibaba Group Hldg Adr (BABA)	0.0	$5.3k		50.00	106.12	View chart
Hershey Stock (HSY)	0.0	$5.2k		27.00	191.78	View chart
Occidental Pete Corp Stock (OXY)	0.0	$5.2k	NEW	100.00	51.54	View chart
Euroseas Stock (ESEA)	0.0	$4.9k	NEW	100.00	48.85	View chart
Astrazeneca Adr (AZN)	0.0	$4.7k		60.00	77.92	View chart
Ishares Esg Advanced Msci Eafe Etf Etf (DMXF)	0.0	$4.3k		60.00	72.03	View chart
Adams Diversified Equity Cef (ADX)	0.0	$4.2k		194.00	21.56	View chart
Enbridge Stock (ENB)	0.0	$3.9k	NEW	95.00	40.61	View chart
Stryker Corporation Stock (SYK)	0.0	$3.6k	NEW	10.00	361.30	View chart
Ally Finl Stock (ALLY)	0.0	$3.6k	NEW	101.00	35.59	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.0	$3.5k	NEW	18.00	197.17	View chart
Kinder Morgan Inc Del Stock (KMI)	0.0	$3.4k	NEW	153.00	22.09	View chart
Humana Stock (HUM)	0.0	$3.2k		10.00	316.70	View chart
BP Adr (BP)	0.0	$3.1k	NEW	100.00	31.39	View chart
Altria Group Stock (MO)	0.0	$3.1k		60.00	51.03	View chart
Wk Kellogg Stock (KLG)	0.0	$2.9k		169.00	17.11	View chart
Enphase Energy Stock (ENPH)	0.0	$2.8k	NEW	25.00	113.04	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.0	$2.8k	NEW	10.00	280.50	View chart
Visa Inc Com Cl A Stock (V)	0.0	$2.8k		10.00	275.00	View chart
Global Ship Lease Inc New Com Cl A Stock (GSL)	0.0	$2.7k	NEW	103.00	26.65	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.0	$2.7k	NEW	18.00	151.61	View chart
Ishares U.s. Treasury Bond Etf Etf (GOVT)	0.0	$2.6k	NEW	113.00	23.45	View chart
Recursion Pharmaceuticals Inc Cl A Stock (RXRX)	0.0	$2.6k		400.00	6.59	View chart
Vanguard S&p Small-cap 600 Value Etf Etf (VIOV)	0.0	$2.6k		28.00	92.46	View chart
Applied Matls Stock (AMAT)	0.0	$2.4k		12.00	202.08	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	0.0	$2.1k	NEW	35.00	61.11	View chart
Ishares Msci Usa Value Factor Etf Etf (VLUE)	0.0	$2.1k		19.00	109.05	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.0	$2.1k	NEW	36.00	57.53	View chart
Magna Intl Stock (MGA)	0.0	$2.1k	NEW	50.00	41.04	View chart
Ulta Beauty Stock (ULTA)	0.0	$1.9k		5.00	389.20	View chart
Merck & Co Stock (MRK)	0.0	$1.8k		16.00	113.56	View chart
Solventum Corp Stock (SOLV)	0.0	$1.7k		25.00	69.72	View chart
Canadian Nat Res Stock (CNQ)	0.0	$1.7k	NEW	50.00	33.22	View chart
Target Corp Stock (TGT)	0.0	$1.6k		10.00	155.90	View chart
Adobe Stock (ADBE)	0.0	$1.6k		3.00	517.67	View chart
Ametek Stock (AME)	0.0	$1.5k		9.00	171.67	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	0.0	$1.4k	+1300%	14.00	98.07	View chart
Chefs Whse Stock (CHEF)	0.0	$1.3k		32.00	42.00	View chart
Guardant Health Stock (GH)	0.0	$1.3k		58.00	22.95	View chart
Ares Capital Corp Cef (ARCC)	0.0	$1.3k	NEW	60.00	20.93	View chart
Citigroup Stock (C)	0.0	$1.3k		20.00	62.60	View chart
Ishares Mbs Etf Etf (MBB)	0.0	$1.2k	NEW	13.00	95.85	View chart
United Airls Hldgs Stock (UAL)	0.0	$1.1k		20.00	57.05	View chart
Yum Brands Stock (YUM)	0.0	$1.1k		8.00	139.75	View chart
Ishares Currency Hedged Msci Eafe Etf Etf (HEFA)	0.0	$992.000800	NEW	28.00	35.43	View chart
Liberty Latin America Ltd Com Cl A Stock (LILA)	0.0	$968.004200	NEW	101.00	9.58	View chart
Ishares U.s. Infrastructure Etf Etf (IFRA)	0.0	$752.000000	NEW	16.00	47.00	View chart
Gladstone Invt Corp Cef (GAIN)	0.0	$750.999600	NEW	52.00	14.44	View chart
Warner Bros Discovery Inc Com Ser A Stock (WBD)	0.0	$743.004000		90.00	8.26	View chart
Xpeng Inc Ads Adr (XPEV)	0.0	$609.000000	NEW	50.00	12.18	View chart
Philip Morris Intl Stock (PM)	0.0	$607.000000		5.00	121.40	View chart
Jazz Pharmaceuticals Plc Shs Usd Stock (JAZZ)	0.0	$557.000000		5.00	111.40	View chart
Schwab 1000 Index Etf Etf (SCHK)	0.0	$553.000000	NEW	10.00	55.30	View chart
Taysha Gene Therapies Stock (TSHA)	0.0	$522.990000		260.00	2.01	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.0	$502.000000	NEW	4.00	125.50	View chart
Iovance Biotherapeutics Stock (IOVA)	0.0	$460.002200	NEW	49.00	9.39	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.0	$451.000200	-99%	6.00	75.17	View chart
Ishares Morningstar Mid-cap Growth Etf Etf (IMCG)	0.0	$365.000000		5.00	73.00	View chart
Portillos Inc Com Cl A Stock (PTLO)	0.0	$337.000000	NEW	25.00	13.48	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.0	$335.000000		2.00	167.50	View chart
Archer Aviation Inc Com Cl A Stock (ACHR)	0.0	$314.995200	NEW	104.00	3.03	View chart
Cnfinance Hldgs Ltd Spon Ads Adr (CNF)	0.0	$313.000000		250.00	1.25	View chart
Ishares Russell 2000 Growth Etf Etf (IWO)	0.0	$284.000000	NEW	1.00	284.00	View chart
Nordic American Tankers Limite Stock (NAT)	0.0	$242.002200	NEW	66.00	3.67	View chart
Editas Medicine Stock (EDIT)	0.0	$222.001000		65.00	3.42	View chart
8X8 Stock (EGHT)	0.0	$204.000000	NEW	100.00	2.04	View chart
Abcellera Biologics Stock (ABCL)	0.0	$195.000000	NEW	75.00	2.60	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.0	$189.000000	NEW	3.00	63.00	View chart
Sibanye Stillwater Adr (SBSW)	0.0	$144.000500		35.00	4.11	View chart
Viatris Stock (VTRS)	0.0	$138.999600		12.00	11.58	View chart
The Beachbody Company Inc Com Cl A Stock (BODI)	0.0	$114.000000		20.00	5.70	View chart
American Airls Group Stock (AAL)	0.0	$78.999900	-95%	7.00	11.29	View chart
Uniti Group Reit (UNIT)	0.0	$45.000000		8.00	5.62	View chart
Gossamer Bio Stock (GOSS)	0.0	$25.000000		25.00	1.00	View chart
Nauticus Robotics Stock (KITT)	0.0	$1.000000	NEW	1.00	1.00	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 Q3 filed Oct. 24, 2024
Morton Brown Family Wealth 2024 Q2 filed July 30, 2024
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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