Morton Brown Family Wealth, LLC Purchases in Q4 2024

Morton Brown Family Wealth, LLC

  • $287 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHB
Schwab Strategic Tr Us Broad M

ETFs
2.42M
+ 209.64%
$22.01 - $66.82 $53.2M - $162M
3.57M $81.1M
AVUV
American Centy ETF Tr Avantis

ETFs
11.4K
+ 6.45%
$94.37 - $106.41 $1.08M - $1.22M
189K $18.2M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
24.6K
+ 21.04%
$51.58 - $52.91 $1.27M - $1.3M
141K $7.32M
AVDV
American Centy ETF Tr Avantis

ETFs
31.7K
+ 18.66%
$63.85 - $70.4 $2.02M - $2.23M
201K $13.1M
MUB
Ishares National Muni Bond ETF

ETFs
12.5K
+ 6.68%
$105.78 - $108.7 $1.32M - $1.36M
200K $21.3M
BNDX
Vanguard Total International B

ETFs
16.7K
+ 12.81%
$48.91 - $50.61 $816K - $845K
147K $7.21M
VCIT
Vanguard Intermediate Term Cor

ETFs
11.9K
+ 13.12%
$80.13 - $83.77 $952K - $996K
102K $8.23M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
15.6K
New
$22.02 - $46.16 $344K - $722K
15.6K $345K
IDCC
Inter Digital, Inc.

Communication Services
1.55K
New
$142.61 - $200.59 $221K - $311K
1.55K $300K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
4.26K
+ 10.13%
$77.86 - $79.27 $332K - $338K
46.3K $3.61M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.75K
+ 43775.0%
$124.26 - $134.12 $218K - $235K
1.76K $225K
VTI
Vanguard Total Stock Market Et

ETFs
595
+ 12.52%
$280.04 - $302.45 $167K - $180K
5.35K $1.55M
IVV
Ishares Core S&P 500 ETF

ETFs
313
+ 100.64%
$570.51 - $610.59 $179K - $191K
624 $367K
AAPL
Apple Inc.

Technology
54
+ 0.6%
$221.69 - $259.02 $12K - $14K
9K $2.25M
SCHR
Schwab Intermediate Term Us Tr

ETFs
243K
+ 111.48%
$24.19 - $50.58 $5.89M - $12.3M
462K $11.2M
DFSV
Dimensional ETF Tr Dimensional

ETFs
4.55K
New
$30.18 - $33.87 $137K - $154K
4.55K $140K
DIS
Walt Disney CO

Communication Services
1.06K
+ 81.85%
$92.39 - $117.6 $97.5K - $124K
2.34K $261K
VGIT
Vanguard Intermediate Term Tre

ETFs
1.97K
+ 331.82%
$57.78 - $60.4 $114K - $119K
2.57K $148K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
12.4K
+ 224.04%
$18.41 - $40.87 $228K - $505K
17.9K $330K
META
Meta Platforms, Inc.

Communication Services
153
+ 437.14%
$554.08 - $632.68 $84.8K - $96.8K
188 $110K
OLED
Universal Display Corp Pa

Technology
500
New
$146.2 - $213.81 $73.1K - $107K
500 $73K
BAC
Bank Of America Corp

Financial Services
190
+ 1.56%
$39.22 - $47.77 $7.45K - $9.08K
12.4K $544K
BGRN
Ishares Trust Ishares Usd Gre

ETFs
1.24K
+ 59.86%
$46.52 - $48.32 $57.5K - $59.7K
3.3K $153K
GLD
Spdr Gold Trust

ETFs
218
+ 76.49%
$236.59 - $257.5 $51.6K - $56.1K
503 $121K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
2.3K
+ 51.12%
$22.65 - $23.8 $52.1K - $54.7K
6.8K $154K
CTSH
Cognizant Technology Solutions Corp

Technology
480
New
$74.37 - $82.32 $35.7K - $39.5K
480 $36K
GILD
Gilead Sciences, Inc.

Healthcare
376
New
$83.95 - $97.9 $31.6K - $36.8K
376 $34K
AVRE
American Centy ETF Tr Avantis
1.74K
+ 22.83%
$41.03 - $46.91 $71.6K - $81.8K
9.38K $393K
MAR
Marriott International Inc

Consumer Cyclical
34
+ 4.48%
$246.06 - $292.59 $8.37K - $9.95K
793 $221K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
1.41K
+ 53.5%
$24.61 - $25.12 $34.6K - $35.3K
4.04K $99K
AMZN
Amazon Com Inc

Consumer Cyclical
80
+ 23.95%
$180.88 - $232.93 $14.5K - $18.6K
414 $90K
GOOGL
Alphabet Inc.

Communication Services
101
+ 36.07%
$161.86 - $196.66 $16.3K - $19.9K
381 $72K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
39
New
$521.84 - $558.82 $20.4K - $21.8K
39 $21K
SCHG
Schwab Strategic Tr Us Large C

ETFs
7.03K
+ 300.0%
$25.93 - $105.3 $182K - $740K
9.38K $261K
TSLA
Tesla, Inc.

Consumer Cyclical
4
+ 4.17%
$213.65 - $479.86 $855 - $1.92K
100 $40K
SHOP
Shopify Inc.

Technology
150
New
$78.14 - $119.49 $11.7K - $17.9K
150 $15K
SNOW
Snowflake Inc.

Technology
90
New
$109.65 - $186.51 $9.87K - $16.8K
90 $13K
SBUX
Starbucks Corp

Consumer Cyclical
154
+ 43.87%
$87.44 - $102.5 $13.5K - $15.8K
505 $46K
TPR
Tapestry, Inc.

Consumer Cyclical
180
New
$43.54 - $66.18 $7.84K - $11.9K
180 $11K
BA
Boeing CO

Industrials
60
New
$138.14 - $180.72 $8.29K - $10.8K
60 $10K
JPM
Jpmorgan Chase & CO

Financial Services
18
+ 15.52%
$205.18 - $250.29 $3.69K - $4.51K
134 $32K
CVX
Chevron Corp

Energy
50
+ 73.53%
$141.15 - $162.53 $7.06K - $8.13K
118 $17K
SCHX
Schwab Strategic Tr Us Large C

ETFs
8.22K
+ 200.0%
$22.4 - $68.28 $184K - $562K
12.3K $285K
EA
Electronic Arts Inc.

Communication Services
38
New
$140.69 - $167.97 $5.35K - $6.38K
38 $5K
GPS
Gap Inc

Consumer Cyclical
200
New
N/A
200 $4K
AOA
Ishares Tr Core Aggressive All

ETFs
42
+ 17.57%
$76.61 - $79.88 $3.22K - $3.35K
281 $21K
TOL
Toll Brothers, Inc.

Consumer Cyclical
25
New
$123.8 - $167.8 $3.1K - $4.2K
25 $3K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
50
+ 100.0%
$82.28 - $117.52 $4.11K - $5.88K
100 $8K
AZN
Astrazeneca PLC

Healthcare
60
+ 100.0%
$63.2 - $79.58 $3.79K - $4.77K
120 $7K
Activity Summary
Buys All Purchases 79 New Holdings 26 Increased Positions 53 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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