Morton Brown Family Wealth, LLC Purchases in Q3 2024

Morton Brown Family Wealth, LLC

  • $281 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHB
Schwab Strategic Tr Us Broad M

ETFs
88.6K
+ 8.33%
$59.93 - $66.52 $5.31M - $5.9M
1.15M $76.7M
AVDV
American Centy ETF Tr Avantis

ETFs
107K
+ 171.85%
$62.52 - $71.12 $6.71M - $7.63M
170K $12M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
88K
+ 304.76%
$51.78 - $52.98 $4.56M - $4.66M
117K $6.19M
AVUV
American Centy ETF Tr Avantis

ETFs
27.4K
+ 18.26%
$88.24 - $99.7 $2.42M - $2.73M
177K $17M
VEA
Vanguard Ftse Developed Market

ETFs
24.7K
+ 6.53%
$47.6 - $53.31 $1.17M - $1.32M
402K $21.3M
AVEM
American Centy ETF Tr Avantis

ETFs
19.4K
+ 5.25%
$57.2 - $65.59 $1.11M - $1.27M
390K $25.2M
REET
Ishares Global Reit ETF

ETFs
18.8K
+ 5.32%
$23.07 - $27.17 $433K - $510K
372K $9.93M
MUB
Ishares National Muni Bond ETF

ETFs
11.8K
+ 6.74%
$106.13 - $108.7 $1.26M - $1.29M
187K $20.4M
VCIT
Vanguard Intermediate Term Cor

ETFs
15.2K
+ 20.21%
$79.29 - $84.02 $1.21M - $1.28M
90.6K $7.59M
SCHR
Schwab Intermediate Term Us Tr

ETFs
16.3K
+ 8.09%
$48.4 - $50.91 $791K - $832K
218K $11M
BNDX
Vanguard Total International B

ETFs
10.5K
+ 8.77%
$48.42 - $50.35 $509K - $529K
130K $6.55M
PPL
Ppl Corp

Utilities
4.97K
+ 1988.4%
$27.36 - $33.08 $136K - $164K
5.22K $172K
MSFT
Microsoft Corp

Technology
400
+ 20.64%
$395.15 - $467.56 $158K - $187K
2.34K $1.01M
CMA
Comerica Inc

Financial Services
2.3K
New
$49.93 - $61.49 $115K - $141K
2.3K $137K
LLY
Eli Lilly & CO

Healthcare
125
+ 260.42%
$772.14 - $960.02 $96.5K - $120K
173 $153K
VTI
Vanguard Total Stock Market Et

ETFs
75
+ 1.6%
$255.18 - $283.2 $19.1K - $21.2K
4.75K $1.35M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
351
+ 2.67%
$58.03 - $65.37 $20.4K - $22.9K
13.5K $873K
HD
Home Depot, Inc.

Consumer Cyclical
170
New
$333.64 - $405.2 $56.7K - $68.9K
170 $68K
SQ
Block, Inc.

Technology
1K
New
$57.21 - $72.07 $57.2K - $72.1K
1K $67K
MCD
Mcdonalds Corp

Consumer Cyclical
1
+ 0.08%
$245.82 - $304.51 $246 - $305
1.23K $373K
AVRE
American Centy ETF Tr Avantis
332
+ 4.54%
$40.95 - $48.28 $13.6K - $16K
7.64K $360K
XOM
Exxon Mobil Corp

Energy
398
+ 38.57%
$109.72 - $119.0 $43.7K - $47.4K
1.43K $167K
ADP
Automatic Data Processing Inc

Industrials
175
New
$233.44 - $279.45 $40.9K - $48.9K
175 $48K
RTX
Raytheon Technologies Corp

Industrials
175
+ 17.29%
$99.55 - $123.34 $17.4K - $21.6K
1.19K $143K
VNQ
Vanguard Specialized Funds Van

ETFs
21
+ 0.71%
$82.97 - $98.97 $1.74K - $2.08K
2.98K $290K
VIG
Vanguard Dividend Appreciation

ETFs
225
+ 661.76%
$182.15 - $182.15 $41K - $41K
259 $47K
AOR
Ishares Tr Core Growth Allocat

ETFs
56
+ 0.44%
$55.15 - $59.31 $3.09K - $3.32K
12.7K $754K
QQQ
Invesco Qqq Trust, Series 1

ETFs
22
+ 0.69%
$434.77 - $502.96 $9.56K - $11.1K
3.22K $1.57M
IBM
International Business Machines Corp

Technology
123
+ 57.75%
$175.1 - $223.38 $21.5K - $27.5K
336 $74K
WMT
Walmart Inc.

Consumer Defensive
300
+ 44.25%
$66.91 - $81.4 $20.1K - $24.4K
978 $78K
JNJ
Johnson & Johnson

Healthcare
200
+ 400.0%
$145.48 - $167.38 $29.1K - $33.5K
250 $40K
EMR
Emerson Electric CO

Industrials
300
New
$98.19 - $118.87 $29.5K - $35.7K
300 $32K
CSX
Csx Corp

Industrials
900
New
$32.48 - $35.45 $29.2K - $31.9K
900 $31K
ABBV
Abb Vie Inc.

Healthcare
100
New
$163.84 - $199.33 $16.4K - $19.9K
100 $19K
AMD
Advanced Micro Devices Inc

Technology
100
+ 57.14%
$128.67 - $183.96 $12.9K - $18.4K
275 $45K
FANG
Diamondback Energy, Inc.

Energy
100
New
$168.46 - $210.94 $16.8K - $21.1K
100 $17K
MPC
Marathon Petroleum Corp

Energy
104
New
$158.61 - $180.75 $16.5K - $18.8K
104 $16K
WM
Waste Management Inc

Industrials
75
New
$196.96 - $223.45 $14.8K - $16.8K
75 $15K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
159
+ 70.67%
$77.02 - $85.06 $12.2K - $13.5K
384 $32K
XLK
Technology Sector Spdr

ETFs
66
New
$197.34 - $237.68 $13K - $15.7K
66 $14K
D
Dominion Energy, Inc

Utilities
200
+ 277.78%
$48.01 - $58.53 $9.6K - $11.7K
272 $15K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
320
+ 7.66%
$22.51 - $23.92 $7.2K - $7.65K
4.5K $106K
UNP
Union Pacific Corp

Industrials
1
+ 0.2%
$221.78 - $256.09 $222 - $256
504 $124K
VZ
Verizon Communications Inc

Communication Services
200
+ 53.33%
$38.89 - $45.0 $7.78K - $9K
575 $25K
VXF
Vanguard Extended Market ETF

ETFs
24
+ 5.04%
$163.98 - $182.92 $3.94K - $4.39K
500 $90K
AXP
American Express CO

Financial Services
40
New
$225.92 - $271.17 $9.04K - $10.8K
40 $10K
GE
General Electric CO

Industrials
25
+ 13.02%
$156.66 - $189.66 $3.92K - $4.74K
217 $40K
IWF
Ishares Russell 1000 Gr ETF

ETFs
3
+ 0.42%
$332.02 - $382.76 $996 - $1.15K
712 $267K
INTC
Intel Corp

Technology
400
+ 20000.0%
$18.9 - $34.87 $7.56K - $13.9K
402 $9K
Activity Summary
Buys All Purchases 114 New Holdings 61 Increased Positions 53 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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