Morton Brown Family Wealth, LLC Purchases in Q1 2025

Morton Brown Family Wealth, LLC

  • $294 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
16.2K
+ 3.82%
$47.4 - $52.99 $768K - $858K
440K $22.4M
AVDV
American Centy ETF Tr Avantis

ETFs
14.7K
+ 7.32%
$63.74 - $71.96 $940K - $1.06M
216K $15.1M
AVEM
American Centy ETF Tr Avantis

ETFs
16.8K
+ 4.11%
$57.11 - $62.4 $962K - $1.05M
427K $25.7M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
27.7K
+ 19.56%
$51.26 - $52.53 $1.42M - $1.45M
169K $8.72M
VCIT
Vanguard Intermediate Term Cor

ETFs
13.5K
+ 13.19%
$79.17 - $82.04 $1.07M - $1.11M
116K $9.49M
SCHR
Schwab Intermediate Term Us Tr

ETFs
35.4K
+ 7.67%
$24.05 - $24.86 $852K - $881K
497K $12.4M
MUB
Ishares National Muni Bond ETF

ETFs
11.7K
+ 5.88%
$104.71 - $107.69 $1.23M - $1.27M
212K $22.3M
BNDX
Vanguard Total International B

ETFs
13.8K
+ 9.38%
$48.33 - $49.5 $667K - $683K
161K $7.85M
SUB
Ishares Short Term National Mu

ETFs
4.66K
+ 7.83%
$105.3 - $106.24 $491K - $495K
64.2K $6.78M
REET
Ishares Global Reit ETF

ETFs
15.1K
+ 3.85%
$23.24 - $25.16 $350K - $379K
406K $9.86M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
5.1K
New
$23.32 - $23.84 $119K - $122K
5.1K $119K
PHYS
Sprott Physical Gold Trust

Financial Services
1.75K
New
$20.25 - $24.06 $35.5K - $42.2K
1.75K $42K
IEF
Ishares Barclays

ETFs
440
New
$91.17 - $95.39 $40.1K - $42K
440 $41K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
81
+ 207.69%
$507.05 - $563.67 $41.1K - $45.7K
120 $61K
WMT
Walmart Inc.

Consumer Defensive
481
+ 49.18%
$84.5 - $105.05 $40.6K - $50.5K
1.46K $128K
HEQT
Simplify Exchange Traded Fds H
1.31K
New
$28.48 - $30.52 $37.3K - $40K
1.31K $37K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
13
+ 0.2%
$75.32 - $84.77 $979 - $1.1K
6.61K $539K
VPU
Vanguard Utilities ETF

ETFs
189
New
$161.24 - $173.33 $30.5K - $32.8K
189 $32K
VDE
Vanguard Energy ETF

ETFs
254
New
$119.14 - $132.76 $30.3K - $33.7K
254 $32K
USFR
Wisdomtree Floating Rate Treas

ETFs
645
New
$50.29 - $50.5 $32.4K - $32.6K
645 $32K
IBM
International Business Machines Corp

Technology
99
+ 47.83%
$217.4 - $264.74 $21.5K - $26.2K
306 $76K
AMZN
Amazon Com Inc

Consumer Cyclical
215
+ 51.93%
$190.26 - $242.06 $40.9K - $52K
629 $119K
MCD
Mcdonalds Corp

Consumer Cyclical
1
+ 0.1%
$279.74 - $321.29 $280 - $321
959 $299K
DE
Deere & CO

Industrials
47
New
$408.57 - $509.27 $19.2K - $23.9K
47 $22K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
209
New
$95.85 - $99.25 $20K - $20.7K
209 $20K
PG
Procter & Gamble CO

Consumer Defensive
115
+ 84.56%
$158.56 - $176.26 $18.2K - $20.3K
251 $42K
XOM
Exxon Mobil Corp

Energy
61
+ 5.27%
$105.44 - $118.93 $6.43K - $7.25K
1.22K $144K
ABBV
Abb Vie Inc.

Healthcare
100
New
$169.2 - $216.66 $16.9K - $21.7K
100 $20K
MBB
Ishares Tr

ETFs
205
+ 1576.92%
$90.37 - $94.08 $18.5K - $19.3K
218 $20K
GOOGL
Alphabet Inc.

Communication Services
202
+ 53.02%
$154.33 - $206.19 $31.2K - $41.7K
583 $90K
ABT
Abbott Laboratories

Healthcare
135
New
$111.1 - $140.22 $15K - $18.9K
135 $17K
XLV
Select Sector Spdr Fund Health

ETFs
91
+ 36.99%
$137.61 - $149.68 $12.5K - $13.6K
337 $49K
CTA
Simplify Exch Traded Fds Simpl

ETFs
548
New
$27.81 - $30.21 $15.2K - $16.6K
548 $16K
MRK
Merck & Co., Inc.

Healthcare
166
+ 1037.5%
$83.01 - $101.02 $13.8K - $16.8K
182 $16K
SPTL
Spdr Portfolio Long Term Treas

ETFs
582
New
$25.54 - $27.64 $14.9K - $16.1K
582 $15K
COP
Conocophillips

Energy
126
+ 161.54%
$88.6 - $105.85 $11.2K - $13.3K
204 $21K
CMI
Cummins Inc

Industrials
47
New
$312.92 - $386.07 $14.7K - $18.1K
47 $14K
SOXX
Ishares Semiconductor ETF

ETFs
75
New
$188.17 - $235.81 $14.1K - $17.7K
75 $14K
TSCO
Tractor Supply CO

Consumer Cyclical
251
New
$51.66 - $57.94 $13K - $14.5K
251 $13K
GCC
Wisdom Tree Continuous Commodity Index Fund

ETFs
620
New
$18.9 - $20.05 $11.7K - $12.4K
620 $12K
AVRE
American Centy ETF Tr Avantis
15
+ 0.16%
$40.62 - $44.31 $609 - $665
9.4K $404K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
50
+ 50.0%
$80.53 - $147.57 $4.03K - $7.38K
150 $19K
CVX
Chevron Corp

Energy
53
+ 44.92%
$146.71 - $167.97 $7.78K - $8.9K
171 $28K
FDVV
Fidelity High Dividend ETF

ETFs
236
New
$48.86 - $52.28 $11.5K - $12.3K
236 $11K
VNQ
Vanguard Specialized Funds Van

ETFs
68
+ 2.28%
$85.55 - $94.34 $5.82K - $6.42K
3.05K $276K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
13
+ 0.2%
$32.74 - $36.2 $426 - $471
6.43K $224K
BGRN
Ishares Trust Ishares Usd Gre

ETFs
154
+ 4.67%
$46.26 - $47.48 $7.12K - $7.31K
3.45K $163K
AZN
Astrazeneca PLC

Healthcare
124
+ 103.33%
$65.37 - $77.96 $8.11K - $9.67K
244 $17K
UNP
Union Pacific Corp

Industrials
22
+ 4.37%
$225.21 - $254.42 $4.95K - $5.6K
526 $124K
Activity Summary
Buys All Purchases 150 New Holdings 76 Increased Positions 74 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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