Morton Brown Family Wealth, LLC Portfolio Holdings

Morton Brown Family Wealth, LLC

  • $294 Million
  • Q1 2025

Morton Brown Family Wealth, LLC has filed its 13F form on April 25, 2025 for Q1 2025 where it was disclosed a total value porftolio of $294 Million distributed in 324 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Broad M with a value of $79.3M, American Centy ETF Tr Avantis with a value of $25.7M, Vanguard Ftse Developed Market with a value of $22.4M, Ishares National Muni Bond ETF with a value of $22.3M, and American Centy ETF Tr Avantis with a value of $18.2M.

Examining the 13F form we can see an increase of $7.22M in the current position value, from $287M to 294M.

Below you can find more details about Morton Brown Family Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $294 Million
ETFs: $282 Million
Technology: $5.03 Million
Financial Services: $1.33 Million
Industrials: $955,000
Communication Services: $870,000
Consumer Cyclical: $851,000
Energy: $726,000
Healthcare: $510,000
Other: $792,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$79.3 Million 26.97% of portfolio
3,682,762
Q1 2025 Added 3.14%
$0
$25.7 Million 8.73% of portfolio
426,587
Q1 2025 Added 4.11%
$0
$22.4 Million 7.6% of portfolio
439,804
Q1 2025 Added 3.82%
$0
$22.3 Million 7.59% of portfolio
211,672
Q1 2025 Added 5.88%
$0
$18.2 Million 6.18% of portfolio
208,387
Q1 2025 Added 10.33%
$0
$15.1 Million 5.13% of portfolio
216,244
Q1 2025 Added 7.32%
$0
$12.4 Million 4.2% of portfolio
497,148
Q1 2025 Added 7.67%
$0
$12 Million 4.08% of portfolio
21,454
Q1 2025 Added 0.5%
$0
$9.86 Million 3.35% of portfolio
406,435
Q1 2025 Added 3.85%
$0
$9.49 Million 3.23% of portfolio
116,018
Q1 2025 Added 13.19%
$0
$8.72 Million 2.97% of portfolio
169,105
Q1 2025 Added 19.56%
$0
$7.85 Million 2.67% of portfolio
160,770
Q1 2025 Added 9.38%
$0
$6.78 Million 2.31% of portfolio
64,178
Q1 2025 Added 7.83%
$0
$3.95 Million 1.34% of portfolio
50,076
Q1 2025 Added 8.14%
$0
$2.88 Million 0.98% of portfolio
35,253
Q1 2025 Reduced 1.26%
$0
$2.84 Million 0.97% of portfolio
23,453
Q1 2025 Reduced 0.62%
$0
$2.1 Million 0.71% of portfolio
27,722
Q1 2025 Reduced 7.98%
$3.39T
$2.07 Million 0.71% of portfolio
9,336
Q1 2025 Added 3.78%
$0
$1.83 Million 0.62% of portfolio
8,271
Q1 2025 Reduced 0.64%
$0
$1.4 Million 0.48% of portfolio
2,991
Q1 2025 Reduced 0.83%
$0
$1.3 Million 0.44% of portfolio
4,746
Q1 2025 Reduced 11.26%
$0
$1.21 Million 0.41% of portfolio
26,693
Q1 2025 Reduced 8.39%
$92.6B
$1.06 Million 0.36% of portfolio
6,322
Q1 2025 Reduced 3.95%
$0
$976,000 0.33% of portfolio
8,446
Q1 2025 Reduced 12.91%
$0
$967,000 0.33% of portfolio
7,937
Q1 2025 Added 0.05%
$3.39T
$936,000 0.32% of portfolio
2,496
Q1 2025 Added 6.76%
$0
$866,000 0.29% of portfolio
4,346
Q4 2024 Reduced 7.65%
$0
$837,000 0.28% of portfolio
13,486
Q1 2025 Reduced 0.06%
$359B
$521,000 0.18% of portfolio
12,486
Q1 2025 Added 0.8%
$0
$539,000 0.18% of portfolio
6,607
Q1 2025 Added 0.2%
$891M
$493,000 0.17% of portfolio
20,096
Q1 2024 Reduced 0.79%
$694B
$480,000 0.16% of portfolio
903
Q1 2024 Reduced 18.21%
$0
$472,000 0.16% of portfolio
1,931
Q1 2025 Reduced 17.51%
$337B
$419,000 0.14% of portfolio
3,870
Q1 2025 Added 17.63%
$0
$404,000 0.14% of portfolio
9,398
Q1 2025 Added 0.16%
$0
$388,000 0.13% of portfolio
4,951
Q1 2025 Reduced 54.68%
$0
$350,000 0.12% of portfolio
624
Q4 2024 Added 100.64%
$0
$366,000 0.12% of portfolio
6,358
Q1 2025 Reduced 1.66%
$0
$353,000 0.12% of portfolio
17,884
Q4 2024 Added 224.04%
$0
$318,000 0.11% of portfolio
5,461
Q1 2025 Reduced 16.09%
$6.49B
$320,000 0.11% of portfolio
1,550
Q4 2024 New
$234B
$299,000 0.1% of portfolio
959
Q1 2025 Added 0.1%
$0
$274,000 0.09% of portfolio
4,702
Q1 2025 Reduced 24.57%
$0
$257,000 0.09% of portfolio
712
Q3 2024 Added 0.42%
$0
$276,000 0.09% of portfolio
3,052
Q1 2025 Added 2.28%
$0
$272,000 0.09% of portfolio
12,336
Q4 2024 Added 200.0%
$0
$249,000 0.08% of portfolio
6,850
Q1 2025 Reduced 7.52%
$0
$224,000 0.08% of portfolio
2,304
Q3 2024 Reduced 15.17%
$0
$234,000 0.08% of portfolio
9,376
Q4 2024 Added 300.0%

Summary

  • Portfolio
  • No. of Stocks 324
  • Current Value $294 Million
  • Prior Value $287 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 25, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 76 stocks
  • Additional Purchases 74 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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