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, AVUV, AVDV, and represent 60.04% of Morton Brown Family Wealth's stock portfolio.
- Added to shares of these 10 stocks: SCHB (+$7.1M), MUB, HDV, VEA, AVUV, SCHR, VCIT, AVEM, AVDV, BNDX.
- Started 135 new stock positions in FAST, CRWD, IR, HYD, VTR, A, KMI, DOW, PWR, NSC.
- Reduced shares in these 10 stocks: AVGO, , CAPL, IJH, NOC, QQQ, GOOG, DIS, AAPL, EFA.
- Sold out of its positions in ABNB, OKLO, CHEF, XOM, GOSS, Honeywell International, MP, UTG, SBSW, Uniti Group Inc Com reit. VZ.
- Morton Brown Family Wealth was a net buyer of stock by $26M.
- Morton Brown Family Wealth has $441M in assets under management (AUM), dropping by 16.56%.
- Central Index Key (CIK): 0001909851
Tip: Access up to 7 years of quarterly data
Positions held by Morton Brown Family Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Morton Brown Family Wealth
Morton Brown Family Wealth holds 416 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Schwab U.s. Broad Market Etf Etf (SCHB) | 28.0 | $123M | +6% | 4.3M | 28.96 |
|
| Avantis Emerging Markets Equity Etf Etf (AVEM) | 10.5 | $46M | +3% | 481k | 96.49 |
|
| Vanguard Ftse Developed Markets Etf Etf (VEA) | 8.6 | $38M | +4% | 533k | 71.25 |
|
| Avantis U.s. Small Cap Value Etf Etf (AVUV) | 7.0 | $31M | +6% | 247k | 124.76 |
|
| Avantis International Small Cap Value Etf Etf (AVDV) | 6.0 | $26M | +5% | 255k | 103.05 |
|
| Ishares National Muni Bond Etf Etf (MUB) | 4.9 | $22M | +15% | 203k | 107.62 |
|
| Schwab Intermediate-term Us Treasury Etf Etf (SCHR) | 4.3 | $19M | +8% | 763k | 24.66 |
|
| State Street Spdr S&p 500 Etf Etf (SPY) | 3.8 | $17M | 22k | 746.77 |
|
|
| Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) | 3.4 | $15M | +10% | 181k | 82.65 |
|
| Ishares Global Reit Etf Etf (REET) | 3.3 | $14M | +5% | 520k | 27.62 |
|
| Vanguard Total International Bond Etf Etf (BNDX) | 2.8 | $12M | +8% | 257k | 48.43 |
|
| Pimco Intermed Muni Bond Etf (MUNI) | 2.3 | $10M | +5% | 190k | 52.60 |
|
| Vanguard Short-term Corporate Bond Etf Etf (VCSH) | 1.4 | $6.0M | +9% | 77k | 79.03 |
|
| Ishares Short-term National Muni Bond Etf Etf (SUB) | 1.3 | $5.9M | 56k | 106.47 |
|
|
| Ishares Msci Eafe Etf Etf (EFA) | 0.8 | $3.5M | 33k | 103.88 |
|
|
| Schwab International Small-cap Equity Etf Etf (SCHC) | 0.7 | $3.3M | 69k | 48.12 |
|
|
| Ishares Core High Dividend Etf Etf (HDV) | 0.7 | $3.0M | +387% | 108k | 27.41 |
|
| Ishares Core Msci Eafe Etf Etf (IEFA) | 0.6 | $2.6M | 27k | 96.58 |
|
|
| Vanguard Small-cap Etf Etf (VB) | 0.6 | $2.5M | 8.1k | 303.12 |
|
|
| Apple Stock (AAPL) | 0.6 | $2.4M | -2% | 8.4k | 289.34 |
|
| Invesco Qqq Trust Series I Etf (QQQ) | 0.5 | $2.4M | -2% | 3.2k | 736.29 |
|
| Vanguard Total Stock Market Etf Etf (VTI) | 0.4 | $1.9M | +3% | 5.1k | 370.05 |
|
| Microsoft Corp Stock (MSFT) | 0.4 | $1.7M | 4.5k | 373.01 |
|
|
| Vanguard Ftse Emerging Markets Etf Etf (VWO) | 0.4 | $1.6M | 27k | 59.69 |
|
|
| Dimensional Us Small Cap Value Etf Etf (DFSV) | 0.3 | $1.4M | 37k | 38.79 |
|
|
| Broadcom Stock (AVGO) | 0.3 | $1.3M | -16% | 3.4k | 377.75 |
|
| Ishares Russell 2000 Etf Etf (IWM) | 0.3 | $1.3M | 4.3k | 300.45 |
|
|
| Vanguard Total International Stock Etf Etf (VXUS) | 0.3 | $1.3M | +19% | 15k | 85.49 |
|
| Vanguard Ftse All-world Ex-us Small-cap Etf Etf (VSS) | 0.3 | $1.2M | 8.0k | 154.29 |
|
|
| Ishares Esg Aware Msci Usa Etf Etf (ESGU) | 0.3 | $1.2M | 7.3k | 163.67 |
|
|
| Air Products And Chemicals Stock (APD) | 0.2 | $878k | 3.0k | 293.18 |
|
|
| Nvidia Corporation Stock (NVDA) | 0.2 | $712k | 3.6k | 200.07 |
|
|
| Bank Of Amer Corp Stock (BAC) | 0.2 | $675k | 12k | 56.98 |
|
|
| Ishares Esg Aware Msci Eafe Etf Etf (ESGD) | 0.1 | $640k | 6.2k | 102.81 |
|
|
| Vanguard S&p 500 Etf Etf (VOO) | 0.1 | $518k | +611% | 754.00 | 686.81 |
|
| Schwab International Equity Etf Etf (SCHF) | 0.1 | $495k | 18k | 27.70 |
|
|
| Alphabet Inc Cap Stk Cl A Stock (GOOGL) | 0.1 | $477k | +81% | 1.3k | 357.42 |
|
| Avantis Real Estate Etf Etf (AVRE) | 0.1 | $465k | 9.8k | 47.38 |
|
|
| Vanguard Mid-cap Growth Etf Etf (VOT) | 0.1 | $453k | 1.5k | 306.30 |
|
|
| Mcdonalds Corp Stock (MCD) | 0.1 | $453k | -3% | 1.7k | 270.32 |
|
| Ishares Core 60/40 Balanced Allocation Etf Etf (AOR) | 0.1 | $450k | 6.5k | 69.50 |
|
|
| Vanguard Tax-exempt Bond Etf Etf (VTEB) | 0.1 | $425k | +39% | 8.4k | 50.58 |
|
| Ishares Core S&p 500 Etf Etf (IVV) | 0.1 | $408k | 545.00 | 748.89 |
|
|
| Ishares Msci Emerging Markets Min Vol Factor Etf Etf (EEMV) | 0.1 | $407k | 5.4k | 75.28 |
|
|
| State Street Spdr Portfolio Developed World Ex-us Etf Etf (SPDW) | 0.1 | $401k | +6% | 8.0k | 50.39 |
|
| Village Super Mkt Inc Cl A Stock (VLGEA) | 0.1 | $390k | +407% | 9.2k | 42.18 |
|
| Schwab U.s. Large-cap Etf Etf (SCHX) | 0.1 | $364k | 12k | 29.43 |
|
|
| State Street Spdr S&p 600 Small Cap Value Etf Etf (SLYV) | 0.1 | $362k | -2% | 3.3k | 109.11 |
|
| Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 0.1 | $357k | 714.00 | 500.39 |
|
|
| State Street Spdr Nuveen Ice High Yield Municipal Bond Etf Etf (HYMB) | 0.1 | $342k | +174% | 13k | 25.44 |
|
| Vanguard Extended Market Etf Etf (VXF) | 0.1 | $330k | +168% | 1.3k | 246.30 |
|
| Caterpillar Stock (CAT) | 0.1 | $318k | +3% | 299.00 | 1064.90 |
|
| Ishares S&p Small-cap 600 Value Etf Etf (IJS) | 0.1 | $315k | 2.3k | 136.68 |
|
|
| Ishares Esg Aware Msci Em Etf Etf (ESGE) | 0.1 | $309k | -6% | 5.7k | 54.69 |
|
| Ishares Esg Aware Msci Usa Small-cap Etf Etf (ESML) | 0.1 | $304k | -2% | 5.4k | 55.93 |
|
| Schwab U.s. Large-cap Growth Etf Etf (SCHG) | 0.1 | $296k | -4% | 8.8k | 33.84 |
|
| Vanguard Real Estate Etf Etf (VNQ) | 0.1 | $294k | 3.1k | 96.42 |
|
|
| Ishares Russell 1000 Growth Etf Etf (IWF) | 0.1 | $293k | +247% | 2.4k | 124.15 |
|
| Vanguard S&p Mid-cap 400 Growth Etf Etf (IVOG) | 0.1 | $283k | 1.9k | 146.30 |
|
|
| Schwab 5-10 Year Corporate Bond Etf Etf (SCHI) | 0.1 | $276k | 12k | 22.64 |
|
|
| Corning Stock (GLW) | 0.1 | $258k | 1.0k | 255.43 |
|
|
| Ishares Esg Aware Usd Corporate Bond Etf Etf (SUSC) | 0.1 | $247k | +6% | 11k | 23.15 |
|
| Ishares Trust Ishares Usd Green Bond Etf Etf (BGRN) | 0.1 | $247k | +6% | 5.2k | 47.47 |
|
| Amgen Stock (AMGN) | 0.1 | $243k | 671.00 | 362.12 |
|
|
| Interdigital Stock (IDCC) | 0.1 | $241k | 850.00 | 283.13 |
|
|
| Crossamerica Partners Lp Ut Ltd Ptn Int Stock (CAPL) | 0.1 | $224k | -38% | 10k | 22.42 |
|
| Advanced Micro Devices Stock (AMD) | 0.0 | $216k | +6% | 371.00 | 580.91 |
|
| Qualcomm Stock (QCOM) | 0.0 | $213k | 1.2k | 184.79 |
|
|
| State Street Spdr Portfolio High Yield Bond Etf Etf (SPHY) | 0.0 | $210k | 8.9k | 23.44 |
|
|
| Ishares Msci Acwi Ex U.s. Etf Etf (ACWX) | 0.0 | $205k | 2.7k | 76.11 |
|
|
| Seagate Technology Hldngs Plc Ord Stock (STX) | 0.0 | $204k | 211.00 | 965.00 |
|
|
| Rtx Corporation Stock (RTX) | 0.0 | $203k | 1.1k | 189.73 |
|
|
| Marriott Intl Inc New Cl A Stock (MAR) | 0.0 | $197k | 532.00 | 370.59 |
|
|
| First Trust Global Tactical Commodity Strategy Fund Etf (FTGC) | 0.0 | $191k | 7.1k | 27.05 |
|
|
| Spdr Gold Shares Etf (GLD) | 0.0 | $182k | 493.00 | 368.38 |
|
|
| Johnson & Johnson Stock (JNJ) | 0.0 | $181k | +5% | 713.00 | 253.97 |
|
| Vanguard S&p Small-cap 600 Growth Etf Etf (VIOG) | 0.0 | $177k | 1.2k | 153.42 |
|
|
| Ishares Esg Aware 1-5 Year Usd Corporate Bond Etf Etf (SUSB) | 0.0 | $164k | +6% | 6.6k | 24.99 |
|
| Fifth Third Bancorp Stock (FITB) | 0.0 | $160k | 2.8k | 56.37 |
|
|
| Wisdomtree International Smallcap Dividend Fund Etf (DLS) | 0.0 | $153k | 1.8k | 83.79 |
|
|
| Ishares 3-7 Year Treasury Bond Etf Etf (IEI) | 0.0 | $152k | -11% | 1.3k | 117.45 |
|
| Vanguard Intermediate-term Treasury Etf Etf (VGIT) | 0.0 | $151k | 2.6k | 58.98 |
|
|
| Amazon Stock (AMZN) | 0.0 | $140k | -17% | 587.00 | 238.34 |
|
| Exxonmobil Holdings Corp Stock | 0.0 | $138k | NEW | 1.0k | 136.76 |
|
| Union Pac Corp Stock (UNP) | 0.0 | $138k | 508.00 | 272.06 |
|
|
| Ishares Core Dividend Growth Etf Etf (DGRO) | 0.0 | $136k | 1.8k | 75.79 |
|
|
| Ishares 5-10 Year Investment Grade Corporate Bond Etf Etf (IGIB) | 0.0 | $132k | 2.5k | 53.17 |
|
|
| Walmart Stock (WMT) | 0.0 | $122k | -19% | 1.1k | 113.28 |
|
| Disney Walt Stock (DIS) | 0.0 | $118k | -31% | 1.2k | 96.28 |
|
| Ishares U.s. Technology Etf Etf (IYW) | 0.0 | $114k | 452.00 | 252.23 |
|
|
| Schwab U.s. Mid-cap Etf Etf (SCHM) | 0.0 | $106k | 2.9k | 36.87 |
|
|
| Jpmorgan Chase & Co Stock (JPM) | 0.0 | $105k | +8% | 321.00 | 326.93 |
|
| Micron Technology Stock (MU) | 0.0 | $99k | +6% | 86.00 | 1154.29 |
|
| Paychex Stock (PAYX) | 0.0 | $97k | 990.00 | 98.33 |
|
|
| Ishares Core S&p Mid-cap Etf Etf (IJH) | 0.0 | $96k | -58% | 1.2k | 77.11 |
|
| Cisco Sys Stock (CSCO) | 0.0 | $95k | +9% | 805.00 | 117.41 |
|
| Ishares Core S&p Small Cap Etf Etf (IJR) | 0.0 | $94k | 636.00 | 148.31 |
|
|
| Nextera Energy Stock (NEE) | 0.0 | $93k | +2% | 1.1k | 87.77 |
|
| American Wtr Wks Stock (AWK) | 0.0 | $92k | 700.00 | 131.58 |
|
|
| Ishares Core S&p U.s. Growth Etf Etf (IUSG) | 0.0 | $89k | 471.00 | 188.09 |
|
|
| Eli Lilly & Co Stock (LLY) | 0.0 | $88k | +7% | 73.00 | 1199.42 |
|
| Vanguard Dividend Appreciation Etf Etf (VIG) | 0.0 | $87k | -2% | 367.00 | 236.53 |
|
| International Business Machs Stock (IBM) | 0.0 | $85k | +3% | 303.00 | 281.21 |
|
| Dimensional International Small Cap Value Etf Etf (DISV) | 0.0 | $82k | +15% | 2.1k | 40.13 |
|
| 3M Stock (MMM) | 0.0 | $81k | 500.00 | 161.91 |
|
|
| State Street Spdr Dow Jones Industrial Average Etf Trust Etf (DIA) | 0.0 | $78k | 150.00 | 522.39 |
|
|
| Block Inc Cl A Stock (XYZ) | 0.0 | $77k | 1.0k | 76.00 |
|
|
| Vanguard Growth Etf Etf (VUG) | 0.0 | $74k | +500% | 858.00 | 86.14 |
|
| Ameriprise Finl Stock (AMP) | 0.0 | $73k | 160.00 | 458.76 |
|
|
| Northrop Grumman Corp Stock (NOC) | 0.0 | $72k | -58% | 142.00 | 508.97 |
|
| Home Depot Stock (HD) | 0.0 | $69k | 197.00 | 352.11 |
|
|
| Vanguard Value Etf Etf (VTV) | 0.0 | $69k | -16% | 315.00 | 217.90 |
|
| Tesla Stock (TSLA) | 0.0 | $66k | +15% | 157.00 | 420.60 |
|
| Ge Aerospace Stock (GE) | 0.0 | $65k | 173.00 | 373.73 |
|
|
| Ishares Core S&p Us Value Etf Etf (IUSV) | 0.0 | $64k | 578.00 | 110.15 |
|
|
| Goldman Sachs Group Stock (GS) | 0.0 | $58k | +5% | 57.00 | 1010.79 |
|
| Truist Finl Corp Stock (TFC) | 0.0 | $55k | +158% | 1.1k | 49.80 |
|
| State Street Health Care Select Sector Spdr Etf Etf (XLV) | 0.0 | $54k | 342.00 | 158.76 |
|
|
| Ge Vernova Stock (GEV) | 0.0 | $53k | +7% | 45.00 | 1174.87 |
|
| Gilead Sciences Stock (GILD) | 0.0 | $52k | +6% | 414.00 | 126.47 |
|
| Schwab Us Dividend Equity Etf Etf (SCHD) | 0.0 | $52k | 1.6k | 31.71 |
|
|
| Ppl Corp Stock (PPL) | 0.0 | $50k | +427% | 1.4k | 36.36 |
|
| Space Exploration Techn Corp Class A Com Stk Stock (SPCX) | 0.0 | $49k | NEW | 287.00 | 170.86 |
|
| Phillips 66 Stock (PSX) | 0.0 | $49k | +2% | 289.00 | 169.05 |
|
| Ishares Semiconductor Etf Etf (SOXX) | 0.0 | $48k | 75.00 | 640.76 |
|
|
| Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM) | 0.0 | $48k | +71% | 1.2k | 40.64 |
|
| Ishares Morningstar Mid-cap Etf Etf (IMCB) | 0.0 | $47k | 489.00 | 96.56 |
|
|
| Talen Energy Corp Stock (TLN) | 0.0 | $46k | 120.00 | 384.26 |
|
|
| Mondelez Intl Inc Cl A Stock (MDLZ) | 0.0 | $44k | 764.00 | 57.84 |
|
|
| Ceco Environmental Corp Stock (CECO) | 0.0 | $44k | 481.00 | 90.74 |
|
|
| Emerson Elec Stock (EMR) | 0.0 | $43k | 300.00 | 143.15 |
|
|
| Meta Platforms Inc Cl A Stock (META) | 0.0 | $43k | -20% | 76.00 | 563.29 |
|
| Wheaton Precious Metals Corp Stock (WPM) | 0.0 | $40k | 358.00 | 112.32 |
|
|
| Abbvie Stock (ABBV) | 0.0 | $39k | +36% | 156.00 | 251.64 |
|
| Vanguard Information Technology Etf Etf (VGT) | 0.0 | $38k | +700% | 320.00 | 119.52 |
|
| Universal Display Corp Stock (OLED) | 0.0 | $38k | 434.00 | 86.59 |
|
|
| Costco Wholesale Corporation Stock (COST) | 0.0 | $36k | -25% | 39.00 | 925.28 |
|
| Vaneck High Yield Muni Etf Etf (HYD) | 0.0 | $35k | NEW | 680.00 | 51.51 |
|
| Woodward Stock (WWD) | 0.0 | $34k | 80.00 | 425.44 |
|
|
| Omnicom Group Stock (OMC) | 0.0 | $33k | 459.00 | 72.83 |
|
|
| Schwab Emerging Markets Equity Etf Etf (SCHE) | 0.0 | $32k | 891.00 | 36.26 |
|
|
| Vaneck Gold Miners Etf Etf (GDX) | 0.0 | $32k | 424.00 | 75.45 |
|
|
| Southern Stock (SO) | 0.0 | $30k | 314.00 | 95.71 |
|
|
| Palantir Technologies Inc Cl A Stock (PLTR) | 0.0 | $29k | +11% | 250.00 | 116.67 |
|
| Coca Cola Stock (KO) | 0.0 | $29k | +320% | 357.00 | 81.27 |
|
| Tapestry Stock (TPR) | 0.0 | $27k | 184.00 | 146.23 |
|
|
| Vanguard International High Dividend Yield Etf Etf (VYMI) | 0.0 | $26k | 268.00 | 98.20 |
|
|
| Procter & Gamble Stock (PG) | 0.0 | $26k | +8% | 178.00 | 146.64 |
|
| Deere & Co Stock (DE) | 0.0 | $26k | +10% | 41.00 | 634.34 |
|
| Pfizer Stock (PFE) | 0.0 | $26k | -6% | 1.1k | 24.08 |
|
| Keycorp Stock (KEY) | 0.0 | $26k | 1.1k | 23.05 |
|
|
| Cummins Stock (CMI) | 0.0 | $25k | 34.00 | 721.79 |
|
|
| Vanguard Utilities Etf Etf (VPU) | 0.0 | $24k | 125.00 | 195.59 |
|
|
| First Trust Nasdaq-100 Select Equal Weight Etf Etf (QQEW) | 0.0 | $24k | 150.00 | 159.60 |
|
|
| Morgan Stanley Stock (MS) | 0.0 | $23k | +13% | 111.00 | 209.04 |
|
| Chevron Corporation Stock (CVX) | 0.0 | $22k | +11% | 131.00 | 165.76 |
|
| Ugi Corp Stock (UGI) | 0.0 | $22k | 627.00 | 34.56 |
|
|
| Dell Technologies Inc Cl C Stock (DELL) | 0.0 | $22k | 50.00 | 431.46 |
|
|
| Us Bancorp Stock (USB) | 0.0 | $21k | 344.00 | 60.36 |
|
|
| Vaneck Junior Gold Miners Etf Etf (GDXJ) | 0.0 | $20k | 202.00 | 98.25 |
|
|
| Applied Matls Stock (AMAT) | 0.0 | $20k | +125% | 27.00 | 723.00 |
|
| Unitedhealth Group Stock (UNH) | 0.0 | $19k | +15% | 46.00 | 415.63 |
|
| Merck & Co Stock (MRK) | 0.0 | $19k | +24% | 148.00 | 128.50 |
|
| State Str Corp Stock (STT) | 0.0 | $19k | +4% | 112.00 | 169.40 |
|
| Ishares Core 80/20 Aggressive Allocation Etf Etf (AOA) | 0.0 | $19k | 194.00 | 97.60 |
|
|
| Conocophillips Stock (COP) | 0.0 | $19k | 178.00 | 103.96 |
|
|
| Astrazeneca Plc Ord Adr (AZN) | 0.0 | $18k | 97.00 | 189.62 |
|
|
| Citigroup Stock (C) | 0.0 | $18k | NEW | 126.00 | 139.96 |
|
| Viking Therapeutics Stock (VKTX) | 0.0 | $18k | 450.00 | 39.01 |
|
|
| Starbucks Corp Stock (SBUX) | 0.0 | $18k | +3% | 171.00 | 102.27 |
|
| Wisdomtree Us Value Fund Of Benef Interest Etf (WTV) | 0.0 | $17k | 164.00 | 101.72 |
|
|
| United Parcel Svcs Inc Cl B Stock (UPS) | 0.0 | $16k | +4% | 151.00 | 107.50 |
|
| Ishares Russell 2000 Value Etf Etf (IWN) | 0.0 | $16k | 70.00 | 221.20 |
|
|
| Ocean Pwr Technologies Stock (OPTT) | 0.0 | $15k | 58k | 0.26 |
|
|
| State Street Industrial Select Sector Spdr Etf Etf (XLI) | 0.0 | $15k | 82.00 | 184.45 |
|
|
| Robinhood Mkts Inc Com Cl A Stock (HOOD) | 0.0 | $15k | NEW | 150.00 | 100.28 |
|
| Ishares Biotechnology Etf Etf (IBB) | 0.0 | $15k | 79.00 | 190.33 |
|
|
| Ishares Esg Advanced Msci Usa Etf Etf (USXF) | 0.0 | $15k | 216.00 | 69.45 |
|
|
| Ishares Core Msci Emerging Markets Etf Etf (IEMG) | 0.0 | $15k | 181.00 | 82.84 |
|
|
| Nrg Energy Stock (NRG) | 0.0 | $15k | 100.00 | 146.06 |
|
|
| Alibaba Group Hldg Adr (BABA) | 0.0 | $14k | 150.00 | 95.98 |
|
|
| Boeing Stock (BA) | 0.0 | $14k | +10% | 66.00 | 216.47 |
|
| Fidelity High Dividend Etf Etf (FDVV) | 0.0 | $14k | 236.00 | 60.29 |
|
|
| Philip Morris Intl Stock (PM) | 0.0 | $14k | +17% | 79.00 | 179.95 |
|
| Royal Gold Stock (RGLD) | 0.0 | $14k | 70.00 | 199.61 |
|
|
| Vanguard Small-cap Growth Etf Etf (VBK) | 0.0 | $14k | 38.00 | 365.71 |
|
|
| Fidelity Msci Information Technology Index Etf Etf (FTEC) | 0.0 | $13k | 45.00 | 287.22 |
|
|
| Bristol-myers Squibb Stock (BMY) | 0.0 | $13k | +12% | 224.00 | 57.62 |
|
| Schwab U.s. Large-cap Value Etf Etf (SCHV) | 0.0 | $12k | 354.00 | 34.81 |
|
|
| State Street Technology Select Sector Spdr Etf Etf (XLK) | 0.0 | $12k | 64.00 | 190.52 |
|
|
| Cencora Stock (COR) | 0.0 | $11k | 40.00 | 282.98 |
|
|
| Ishares S&p 500 Growth Etf Etf (IVW) | 0.0 | $11k | 82.00 | 137.52 |
|
|
| Alphabet Inc Cap Stk Cl C Stock (GOOG) | 0.0 | $11k | -84% | 31.00 | 353.32 |
|
| Fidelity Msci Consumer Discretionary Index Etf Etf (FDIS) | 0.0 | $11k | 106.00 | 102.40 |
|
|
| Visa Inc Com Cl A Stock (V) | 0.0 | $11k | +72% | 31.00 | 343.10 |
|
| Wells Fargo & Co Stock (WFC) | 0.0 | $10k | +26% | 126.00 | 82.64 |
|
| General Dynamics Corp Stock (GD) | 0.0 | $10k | +7% | 29.00 | 354.24 |
|
| Interactive Brokers Group Inc Com Cl A Stock (IBKR) | 0.0 | $10k | 116.00 | 87.04 |
|
|
| Netflix Stock (NFLX) | 0.0 | $9.8k | -45% | 137.00 | 71.40 |
|
| Solventum Corp Stock (SOLV) | 0.0 | $9.6k | 125.00 | 77.15 |
|
|
| Abbott Laboratories Stock (ABT) | 0.0 | $9.3k | 103.00 | 90.74 |
|
|
| Prudential Finl Stock (PRU) | 0.0 | $9.2k | -24% | 85.00 | 107.93 |
|
| Jacobs Solutions Stock (J) | 0.0 | $9.1k | 72.00 | 126.19 |
|
|
| Uber Technologies Stock (UBER) | 0.0 | $8.9k | +24% | 124.00 | 72.16 |
|
| Guardant Health Stock (GH) | 0.0 | $8.7k | 58.00 | 150.03 |
|
|
| Lam Research Corp Stock (LRCX) | 0.0 | $8.7k | 20.00 | 433.35 |
|
|
| Freeport Mcmoran Inc Cl B Stock (FCX) | 0.0 | $8.5k | 135.00 | 62.89 |
|
|
| Global X Silver Miners Etf Etf (SIL) | 0.0 | $8.3k | 107.00 | 77.46 |
|
|
| State Street Financial Select Sector Spdr Etf Etf (XLF) | 0.0 | $8.2k | 154.00 | 53.49 |
|
|
| Vanguard Consumer Discretionary Etf Etf (VCR) | 0.0 | $8.0k | 20.00 | 399.60 |
|
|
| Tractor Supply Stock (TSCO) | 0.0 | $7.9k | 251.00 | 31.67 |
|
|
| State Street Spdr Nuveen Ice Short Term Municipal Bond Etf Etf (SHM) | 0.0 | $7.8k | 163.00 | 47.96 |
|
|
| Ishares 0-5 Year Tips Bond Etf Etf (STIP) | 0.0 | $7.8k | 76.00 | 102.16 |
|
|
| Palo Alto Networks Stock (PANW) | 0.0 | $7.5k | 22.00 | 341.00 |
|
|
| Marvell Technology Stock (MRVL) | 0.0 | $7.4k | NEW | 25.00 | 297.88 |
|
| Sap Se Adr (SAP) | 0.0 | $7.4k | 48.00 | 154.10 |
|
|
| Mastercard Incorporated Cl A Stock (MA) | 0.0 | $7.2k | +75% | 14.00 | 513.57 |
|
| Dutch Bros Inc Cl A Stock (BROS) | 0.0 | $7.2k | 100.00 | 71.81 |
|
|
| Intuitive Surgical Stock (ISRG) | 0.0 | $7.2k | 18.00 | 397.67 |
|
|
| Ishares Bitcoin Trust Etf Etf (IBIT) | 0.0 | $6.7k | 200.00 | 33.29 |
|
|
| The Cigna Group Stock (CI) | 0.0 | $6.4k | +15% | 23.00 | 278.91 |
|
| Snowflake Stock (SNOW) | 0.0 | $6.4k | 25.00 | 254.52 |
|
|
| Kla Corp Stock (KLAC) | 0.0 | $6.0k | NEW | 20.00 | 301.70 |
|
| Freshpet Stock (FRPT) | 0.0 | $5.9k | 100.00 | 59.12 |
|
|
| United Bankshares Inc West Va Stock (UBSI) | 0.0 | $5.7k | 124.00 | 45.83 |
|
|
| First Trust Institutional Preferred Securities & Income Etf Etf (FPEI) | 0.0 | $5.5k | 285.00 | 19.29 |
|
|
| Icon Pub Stock (ICLR) | 0.0 | $5.2k | 30.00 | 173.70 |
|
|
| Ishares Esg Advanced Msci Eafe Etf Etf (DMXF) | 0.0 | $5.1k | 60.00 | 84.60 |
|
|
| Adams Diversified Equity Cef (ADX) | 0.0 | $5.0k | 194.00 | 25.55 |
|
|
| Humana Stock (HUM) | 0.0 | $4.8k | +20% | 12.00 | 397.25 |
|
| Hershey Stock (HSY) | 0.0 | $4.7k | 27.00 | 175.44 |
|
|
| Ishares Russell 1000 Value Etf Etf (IWD) | 0.0 | $4.6k | -85% | 19.00 | 242.42 |
|
| Texas Instrs Stock (TXN) | 0.0 | $4.5k | NEW | 15.00 | 298.07 |
|
| Monster Beverage Corp Stock (MNST) | 0.0 | $4.4k | +17% | 46.00 | 96.13 |
|
| Altria Group Stock (MO) | 0.0 | $4.3k | 60.00 | 71.95 |
|
|
| At&t Stock (T) | 0.0 | $4.3k | -21% | 207.00 | 20.66 |
|
| Global X Artificial Intelligence & Technology Etf Etf (AIQ) | 0.0 | $4.3k | 65.00 | 65.62 |
|
|
| Toast Inc Cl A Stock (TOST) | 0.0 | $4.2k | 150.00 | 27.82 |
|
|
| Vanguard Mid-cap Etf Etf (VO) | 0.0 | $4.1k | -3% | 51.00 | 80.57 |
|
| Thermo Fisher Scientific Stock (TMO) | 0.0 | $4.0k | +300% | 8.00 | 501.38 |
|
| Asml Hldg Nv N Y Registry Adr (ASML) | 0.0 | $4.0k | NEW | 2.00 | 1989.50 |
|
| Pepsico Stock (PEP) | 0.0 | $3.9k | +262% | 29.00 | 135.41 |
|
| Cava Group Stock (CAVA) | 0.0 | $3.9k | 50.00 | 78.48 |
|
|
| Amphenol Corp Cl A Stock (APH) | 0.0 | $3.9k | NEW | 22.00 | 176.32 |
|
| Ishares Msci Usa Value Factor Etf Etf (VLUE) | 0.0 | $3.8k | 19.00 | 199.79 |
|
|
| Analog Devices Stock (ADI) | 0.0 | $3.6k | NEW | 9.00 | 397.22 |
|
| Sprott Asset Management Lp Physical Gold Tr Cef (PHYS) | 0.0 | $3.5k | 116.00 | 30.17 |
|
|
| Vanguard S&p Small-cap 600 Value Etf Etf (VIOV) | 0.0 | $3.3k | 28.00 | 117.32 |
|
|
| Intel Corp Stock (INTC) | 0.0 | $3.2k | NEW | 23.00 | 139.61 |
|
| Innovative Indl Pptys Reit (IIPR) | 0.0 | $3.0k | 49.00 | 61.98 |
|
|
| Howmet Aerospace Stock (HWM) | 0.0 | $2.7k | +66% | 10.00 | 268.90 |
|
| Linde Stock (LIN) | 0.0 | $2.6k | 5.00 | 519.00 |
|
|
| Ishares U.s. Treasury Bond Etf Etf (GOVT) | 0.0 | $2.6k | 113.00 | 22.78 |
|
|
| Lockheed Martin Corp Stock (LMT) | 0.0 | $2.5k | 5.00 | 509.40 |
|
|
| Raymond James Finl Stock (RJF) | 0.0 | $2.4k | +23% | 16.00 | 152.00 |
|
| Tjx Cos Stock (TJX) | 0.0 | $2.4k | NEW | 16.00 | 151.50 |
|
| Spotify Technology S A Stock (SPOT) | 0.0 | $2.3k | -80% | 5.00 | 459.20 |
|
| Colgate Palmolive Stock (CL) | 0.0 | $2.3k | +78% | 25.00 | 91.68 |
|
| Crowdstrike Hldgs Inc Cl A Stock (CRWD) | 0.0 | $2.3k | NEW | 3.00 | 763.00 |
|
| Sandisk Corp Stock (SNDK) | 0.0 | $2.3k | NEW | 1.00 | 2274.00 |
|
| Ametek Stock (AME) | 0.0 | $2.2k | 9.00 | 241.89 |
|
|
| Quanta Svcs Stock (PWR) | 0.0 | $2.2k | NEW | 3.00 | 720.00 |
|
| Oshkosh Corp Stock (OSK) | 0.0 | $2.1k | 14.00 | 153.50 |
|
|
| Eaton Corp Stock (ETN) | 0.0 | $2.1k | NEW | 5.00 | 426.20 |
|
| Sanofi Sa Adr (SNY) | 0.0 | $2.1k | 49.00 | 42.65 |
|
|
| Ishares S&p Mid-cap 400 Growth Etf Etf (IJK) | 0.0 | $1.9k | 16.00 | 117.50 |
|
|
| American Tower Corp Reit (AMT) | 0.0 | $1.8k | 11.00 | 163.55 |
|
|
| Lowes Cos Stock (LOW) | 0.0 | $1.8k | +100% | 8.00 | 220.50 |
|
| Johnson Ctls Intl Stock (JCI) | 0.0 | $1.8k | NEW | 12.00 | 146.08 |
|
| Williams Cos Stock (WMB) | 0.0 | $1.7k | NEW | 23.00 | 74.35 |
|
| American Express Stock (AXP) | 0.0 | $1.7k | NEW | 5.00 | 338.20 |
|
| T-mobile Us Stock (TMUS) | 0.0 | $1.7k | 10.00 | 167.70 |
|
|
| Warner Bros Discovery Inc Com Ser A Stock (WBD) | 0.0 | $1.7k | +5% | 62.00 | 26.66 |
|
| Newmont Corp Stock (NEM) | 0.0 | $1.6k | NEW | 17.00 | 93.41 |
|
| Public Svc Enterprise Group Stock (PEG) | 0.0 | $1.5k | 19.00 | 81.16 |
|
|
| Fortinet Stock (FTNT) | 0.0 | $1.5k | NEW | 10.00 | 153.60 |
|
| Cadence Design System Stock (CDNS) | 0.0 | $1.5k | NEW | 4.00 | 375.25 |
|
| Marsh & Mclennan Cos Stock (MRSH) | 0.0 | $1.5k | NEW | 9.00 | 166.67 |
|
| Prologis Reit (PLD) | 0.0 | $1.5k | NEW | 11.00 | 135.45 |
|
| Recursion Pharmaceuticals Inc Cl A Stock (RXRX) | 0.0 | $1.5k | 400.00 | 3.67 |
|
|
| General Mtrs Stock (GM) | 0.0 | $1.5k | NEW | 19.00 | 77.11 |
|
| Ishares U.s. Aerospace & Defense Etf Etf (ITA) | 0.0 | $1.5k | 6.00 | 242.50 |
|
|
| Bank Of Ny Mellon Corp Stock (BNY) | 0.0 | $1.4k | NEW | 10.00 | 144.60 |
|
| Oreilly Automotive Stock (ORLY) | 0.0 | $1.4k | NEW | 15.00 | 92.07 |
|
| American Elec Pwr Stock (AEP) | 0.0 | $1.4k | NEW | 10.00 | 136.80 |
|
| Automatic Data Processing Stock (ADP) | 0.0 | $1.3k | NEW | 6.00 | 224.00 |
|
| Hilton Worldwide Hldgs Stock (HLT) | 0.0 | $1.3k | NEW | 4.00 | 330.50 |
|
| Brookfield Corp Cl A Ltd Vt Sh Stock (BN) | 0.0 | $1.3k | 30.00 | 42.60 |
|
|
| Norfolk Southn Corp Stock (NSC) | 0.0 | $1.3k | NEW | 4.00 | 314.50 |
|
| Fedex Corp Stock (FDX) | 0.0 | $1.3k | NEW | 4.00 | 313.25 |
|
| S&p Global Stock (SPGI) | 0.0 | $1.2k | NEW | 3.00 | 407.33 |
|
| Jazz Pharmaceuticals Plc Shs Usd Stock (JAZZ) | 0.0 | $1.2k | 5.00 | 241.00 |
|
|
| Arista Networks Stock (ANET) | 0.0 | $1.2k | NEW | 7.00 | 169.86 |
|
| Hca Healthcare Stock (HCA) | 0.0 | $1.2k | NEW | 3.00 | 390.00 |
|
| Kinder Morgan Inc Del Stock (KMI) | 0.0 | $1.2k | NEW | 36.00 | 31.97 |
|
| Gallagher Arthur J & Co Stock (AJG) | 0.0 | $1.1k | NEW | 5.00 | 229.60 |
|
| Stag Industrial Reit (STAG) | 0.0 | $1.1k | 30.00 | 38.07 |
|
|
| Welltower Reit (WELL) | 0.0 | $1.1k | NEW | 5.00 | 227.00 |
|
| United Rentals Stock (URI) | 0.0 | $1.1k | NEW | 1.00 | 1133.00 |
|
| Honeywell Intl Stock (HON) | 0.0 | $1.1k | NEW | 5.00 | 224.00 |
|
| Honeywell Aerospace Stock (HONA) | 0.0 | $1.1k | NEW | 5.00 | 221.00 |
|
| Cme Group Stock (CME) | 0.0 | $1.1k | NEW | 5.00 | 220.80 |
|
| Corteva Stock (CTVA) | 0.0 | $1.1k | NEW | 13.00 | 84.69 |
|
| Fastenal Stock (FAST) | 0.0 | $1.1k | NEW | 22.00 | 48.05 |
|
| Datadog Inc Cl A Stock (DDOG) | 0.0 | $1.0k | NEW | 4.00 | 260.25 |
|
| Hewlett Packard Enterprise Stock (HPE) | 0.0 | $1.0k | NEW | 23.00 | 45.13 |
|
| Sherwin Williams Stock (SHW) | 0.0 | $1.0k | 3.00 | 344.33 |
|
|
| Ford Mtr Stock (F) | 0.0 | $1.0k | NEW | 74.00 | 13.91 |
|
| Adobe Stock (ADBE) | 0.0 | $1.0k | +66% | 5.00 | 205.00 |
|
| Schwab Charles Corp Stock (SCHW) | 0.0 | $1.0k | NEW | 11.00 | 92.27 |
|
| Vertex Pharmaceuticals Stock (VRTX) | 0.0 | $993.000000 | NEW | 2.00 | 496.50 |
|
| Constellation Energy Corp Stock (CEG) | 0.0 | $993.000000 | NEW | 4.00 | 248.25 |
|
| Realty Income Corp Reit (O) | 0.0 | $991.000000 | NEW | 16.00 | 61.94 |
|
| Parker-hannifin Corp Stock (PH) | 0.0 | $978.000000 | NEW | 1.00 | 978.00 |
|
| Blackrock Stock (BLK) | 0.0 | $962.000000 | NEW | 1.00 | 962.00 |
|
| Oneok Stock (OKE) | 0.0 | $956.000100 | NEW | 11.00 | 86.91 |
|
| Allstate Corp Stock (ALL) | 0.0 | $952.000000 | NEW | 4.00 | 238.00 |
|
| Medtronic Stock (MDT) | 0.0 | $939.000000 | 12.00 | 78.25 |
|
|
| Moodys Corp Stock (MCO) | 0.0 | $906.000000 | NEW | 2.00 | 453.00 |
|
| Edwards Lifesciences Corp Stock (EW) | 0.0 | $905.000000 | NEW | 10.00 | 90.50 |
|
| Nucor Corp Stock (NUE) | 0.0 | $891.000000 | NEW | 4.00 | 222.75 |
|
| Ishares U.s. Pharmaceuticals Etf Etf (IHE) | 0.0 | $891.000000 | 9.00 | 99.00 |
|
|
| Oracle Corp Stock (ORCL) | 0.0 | $879.000000 | NEW | 6.00 | 146.50 |
|
| D R Horton Stock (DHI) | 0.0 | $814.000000 | NEW | 5.00 | 162.80 |
|
| Salesforce Stock (CRM) | 0.0 | $783.000000 | -88% | 5.00 | 156.60 |
|
| Becton Dickinson & Co Stock (BDX) | 0.0 | $757.000000 | NEW | 5.00 | 151.40 |
|
| Waters Corp Stock (WAT) | 0.0 | $750.000000 | NEW | 2.00 | 375.00 |
|
| Paccar Stock (PCAR) | 0.0 | $721.000200 | NEW | 6.00 | 120.17 |
|
| Cardinal Health Stock (CAH) | 0.0 | $713.000100 | NEW | 3.00 | 237.67 |
|
| Entergy Corp Stock (ETR) | 0.0 | $688.999800 | NEW | 6.00 | 114.83 |
|
| Archer Daniels Midland Stock (ADM) | 0.0 | $687.999600 | NEW | 9.00 | 76.44 |
|
| Chubb Stock (CB) | 0.0 | $681.000000 | NEW | 2.00 | 340.50 |
|
| Ebay Stock (EBAY) | 0.0 | $670.999800 | NEW | 6.00 | 111.83 |
|
| Csx Corp Stock (CSX) | 0.0 | $665.000000 | NEW | 14.00 | 47.50 |
|
| Agilent Technologies Stock (A) | 0.0 | $664.000000 | NEW | 5.00 | 132.80 |
|
| Hartford Insurance Group Stock (HIG) | 0.0 | $663.000000 | NEW | 5.00 | 132.60 |
|
| On Semiconductor Corp Stock (ON) | 0.0 | $661.999800 | NEW | 7.00 | 94.57 |
|
| Travelers Companies Stock (TRV) | 0.0 | $660.000000 | NEW | 2.00 | 330.00 |
|
| Carvana Co Cl A Stock (CVNA) | 0.0 | $658.000000 | NEW | 10.00 | 65.80 |
|
| Target Corp Stock (TGT) | 0.0 | $653.000000 | NEW | 5.00 | 130.60 |
|
| Slb Limited Com Stk Stock (SLB) | 0.0 | $651.000000 | NEW | 14.00 | 46.50 |
|
| Old Dominion Freight Line Stock (ODFL) | 0.0 | $650.000100 | NEW | 3.00 | 216.67 |
|
| First Trust Smid Cap Rising Dividend Achievers Etf Etf (SDVY) | 0.0 | $646.999500 | 15.00 | 43.13 |
|
|
| Yum Brands Stock (YUM) | 0.0 | $639.000000 | NEW | 4.00 | 159.75 |
|
| Royal Caribbean Group Stock (RCL) | 0.0 | $635.000000 | NEW | 2.00 | 317.50 |
|
| Iron Mtn Inc Del Reit (IRM) | 0.0 | $632.000000 | NEW | 5.00 | 126.40 |
|
| Ishares Msci Acwi Etf Etf (ACWI) | 0.0 | $628.000000 | 4.00 | 157.00 |
|
|
| Regeneron Pharmaceuticals Stock (REGN) | 0.0 | $624.000000 | NEW | 1.00 | 624.00 |
|
| Capital One Finl Corp Stock (COF) | 0.0 | $602.000100 | NEW | 3.00 | 200.67 |
|
| Vulcan Matls Stock (VMC) | 0.0 | $590.000000 | NEW | 2.00 | 295.00 |
|
| Sysco Corp Stock (SYY) | 0.0 | $584.999800 | NEW | 7.00 | 83.57 |
|
| Eqt Corp Stock (EQT) | 0.0 | $584.999800 | NEW | 11.00 | 53.18 |
|
| Arch Cap Group Ltd Ord Stock (ACGL) | 0.0 | $582.000000 | NEW | 6.00 | 97.00 |
|
| Iqvia Hldgs Stock (IQV) | 0.0 | $579.999900 | NEW | 3.00 | 193.33 |
|
| Martin Marietta Matls Stock (MLM) | 0.0 | $577.000000 | NEW | 1.00 | 577.00 |
|
| Ingersoll Rand Stock (IR) | 0.0 | $574.000000 | NEW | 7.00 | 82.00 |
|
| Ameren Corp Stock (AEE) | 0.0 | $565.000000 | NEW | 5.00 | 113.00 |
|
| Axon Enterprise Stock (AXON) | 0.0 | $561.000000 | NEW | 1.00 | 561.00 |
|
| Cincinnati Finl Corp Stock (CINF) | 0.0 | $555.000000 | NEW | 3.00 | 185.00 |
|
| Baker Hughes Company Cl A Stock (BKR) | 0.0 | $555.000000 | NEW | 10.00 | 55.50 |
|
| Pulte Group Stock (PHM) | 0.0 | $549.000000 | NEW | 4.00 | 137.25 |
|
| Wabtec Stock (WAB) | 0.0 | $539.000000 | NEW | 2.00 | 269.50 |
|
| Targa Res Corp Stock (TRGP) | 0.0 | $536.000000 | NEW | 2.00 | 268.00 |
|
| Ventas Reit (VTR) | 0.0 | $532.999800 | NEW | 6.00 | 88.83 |
|
| Synchrony Financial Stock (SYF) | 0.0 | $532.000000 | NEW | 7.00 | 76.00 |
|
| Diamondback Energy Stock (FANG) | 0.0 | $527.000100 | NEW | 3.00 | 175.67 |
|
| Hubbell Stock (HUBB) | 0.0 | $523.000000 | NEW | 1.00 | 523.00 |
|
| Intuit Stock (INTU) | 0.0 | $522.000000 | NEW | 2.00 | 261.00 |
|
| Valero Energy Corp Stock (VLO) | 0.0 | $521.000000 | NEW | 2.00 | 260.50 |
|
| Eog Res Stock (EOG) | 0.0 | $519.000000 | NEW | 4.00 | 129.75 |
|
| Atmos Energy Corp Stock (ATO) | 0.0 | $516.999900 | NEW | 3.00 | 172.33 |
|
| Applovin Corp Com Cl A Stock (APP) | 0.0 | $515.000000 | NEW | 1.00 | 515.00 |
|
| Expedia Group Stock (EXPE) | 0.0 | $512.000000 | NEW | 2.00 | 256.00 |
|
| Eversource Energy Stock (ES) | 0.0 | $505.999900 | NEW | 7.00 | 72.29 |
|
| Verisign Stock (VRSN) | 0.0 | $503.000000 | NEW | 2.00 | 251.50 |
|
| Take-two Interactive Software Stock (TTWO) | 0.0 | $500.000000 | NEW | 2.00 | 250.00 |
|
| Devon Energy Corp Stock (DVN) | 0.0 | $495.999600 | NEW | 12.00 | 41.33 |
|
| Pnc Finl Svcs Group Stock (PNC) | 0.0 | $492.000000 | NEW | 2.00 | 246.00 |
|
| Ishares Morningstar Mid-cap Growth Etf Etf (IMCG) | 0.0 | $492.000000 | 5.00 | 98.40 |
|
|
| Qnity Electronics Stock (Q) | 0.0 | $489.999900 | NEW | 3.00 | 163.33 |
|
| Carnival Corp Ltd Common Shares Stock (CCL) | 0.0 | $485.999400 | NEW | 17.00 | 28.59 |
|
| Cboe Global Mkts Stock (CBOE) | 0.0 | $485.000000 | NEW | 2.00 | 242.50 |
|
| Xcel Energy Stock (XEL) | 0.0 | $481.999800 | NEW | 6.00 | 80.33 |
|
| Halliburton Stock (HAL) | 0.0 | $475.000400 | NEW | 14.00 | 33.93 |
|
| Garmin Stock (GRMN) | 0.0 | $475.000000 | NEW | 2.00 | 237.50 |
|
| Wec Energy Group Stock (WEC) | 0.0 | $467.000000 | NEW | 4.00 | 116.75 |
|
| Opendoor Technologies Stock (OPEN) | 0.0 | $462.000000 | 100.00 | 4.62 |
|
|
| Dollar Gen Corp Stock (DG) | 0.0 | $460.000000 | NEW | 4.00 | 115.00 |
|
| Price T Rowe Group Stock (TROW) | 0.0 | $455.000000 | NEW | 4.00 | 113.75 |
|
| Synopsys Stock (SNPS) | 0.0 | $446.000000 | NEW | 1.00 | 446.00 |
|
| Biogen Stock (BIIB) | 0.0 | $432.000000 | NEW | 2.00 | 216.00 |
|
| Steris Plc Shs Usd Stock (STE) | 0.0 | $421.000000 | NEW | 2.00 | 210.50 |
|
| Exelon Corp Stock (EXC) | 0.0 | $420.000300 | NEW | 9.00 | 46.67 |
|
| Comcast Corp New Cl A Stock (CMCSA) | 0.0 | $416.999800 | NEW | 17.00 | 24.53 |
|
| Dominion Energy Stock (D) | 0.0 | $409.999800 | -84% | 6.00 | 68.33 |
|
| Electronic Arts Stock (EA) | 0.0 | $410.000000 | NEW | 2.00 | 205.00 |
|
| Cbre Group Inc Cl A Stock (CBRE) | 0.0 | $404.000100 | NEW | 3.00 | 134.67 |
|
| Vanguard Mid-cap Value Etf Etf (VOE) | 0.0 | $395.000000 | 2.00 | 197.50 |
|
|
| Nasdaq Stock (NDAQ) | 0.0 | $394.000000 | NEW | 5.00 | 78.80 |
|
| Ishares Russell 2000 Growth Etf Etf (IWO) | 0.0 | $394.000000 | 1.00 | 394.00 |
|
|
| Kroger Stock (KR) | 0.0 | $388.999800 | NEW | 7.00 | 55.57 |
|
| Avalonbay Cmntys Reit (AVB) | 0.0 | $377.000000 | NEW | 2.00 | 188.50 |
|
| Vanguard Total Bond Market Etf Etf (BND) | 0.0 | $367.000000 | 5.00 | 73.40 |
|
|
| Roper Technologies Stock (ROP) | 0.0 | $338.000000 | NEW | 1.00 | 338.00 |
|
| Newsmax Inc Com Shs Class B Stock (NMAX) | 0.0 | $331.000000 | 40.00 | 8.28 |
|
|
| Dow Hldgs Stock (DOW) | 0.0 | $327.999600 | NEW | 12.00 | 27.33 |
|
| Fedex Fght Hldg Stock (FDXF) | 0.0 | $302.000000 | NEW | 2.00 | 151.00 |
|
| Silvercorp Metals Stock (SVM) | 0.0 | $282.998800 | +115% | 28.00 | 10.11 |
|
| Viatris Stock (VTRS) | 0.0 | $191.000400 | -50% | 12.00 | 15.92 |
|
| Solstice Advanced Matls Stock (SOLS) | 0.0 | $177.000000 | 2.00 | 88.50 |
|
|
| 8X8 Stock (EGHT) | 0.0 | $171.000000 | 100.00 | 1.71 |
|
|
| Amentum Holdings Stock (AMTM) | 0.0 | $83.000000 | 4.00 | 20.75 |
|
|
| Cnfinance Hldgs Adr (CNF) | 0.0 | $69.000000 | 25.00 | 2.76 |
|
|
| High Tide Stock (HITI) | 0.0 | $46.000000 | 20.00 | 2.30 |
|
|
| Uniti Group Reit (UNIT) | 0.0 | $46.000000 | NEW | 4.00 | 11.50 |
|
| Nokia Corp Adr (NOK) | 0.0 | $27.000000 | 2.00 | 13.50 |
|
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 2026 Q2 filed July 21, 2026
- Morton Brown Family Wealth 2026 Q1 filed April 21, 2026
- Morton Brown Family Wealth 2025 Q4 filed Jan. 28, 2026
- Morton Brown Family Wealth 2025 Q3 filed Oct. 21, 2025
- Morton Brown Family Wealth 2025 Q2 filed July 24, 2025
- Morton Brown Family Wealth 2025 Q1 filed April 25, 2025
- Morton Brown Family Wealth 2024 Q4 filed Jan. 31, 2025
- 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