Morton Brown Family Wealth, LLC Purchases in Q2 2025

Morton Brown Family Wealth, LLC

  • $328 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHB
Schwab Strategic Tr Us Broad M

ETFs
151K
+ 4.1%
$19.1 - $23.83 $2.89M - $3.6M
3.83M $91.4M
AVEM
American Centy ETF Tr Avantis

ETFs
35.5K
+ 8.32%
$53.08 - $68.54 $1.88M - $2.43M
462K $31.7M
VEA
Vanguard Ftse Developed Market

ETFs
42.5K
+ 9.66%
$45.65 - $57.01 $1.94M - $2.42M
482K $27.5M
AVDV
American Centy ETF Tr Avantis

ETFs
21.6K
+ 9.97%
$61.76 - $79.32 $1.33M - $1.71M
238K $18.9M
SPY
Spdr S&P 500 ETF Trust

ETFs
708
+ 3.3%
$496.48 - $617.85 $352K - $437K
22.2K $13.7M
SCHR
Schwab Intermediate Term Us Tr

ETFs
52.3K
+ 10.53%
$24.54 - $25.07 $1.28M - $1.31M
549K $13.8M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
23.6K
+ 13.97%
$50.34 - $51.86 $1.19M - $1.23M
193K $9.9M
DFSV
Dimensional ETF Tr Dimensional

ETFs
35.6K
+ 5785.37%
$24.21 - $29.47 $861K - $1.05M
36.2K $1.07M
AVUV
American Centy ETF Tr Avantis

ETFs
2.01K
+ 0.96%
$75.17 - $91.21 $151K - $183K
210K $19.2M
REET
Ishares Global Reit ETF

ETFs
24.8K
+ 6.09%
$21.59 - $25.16 $534K - $623K
431K $10.7M
SCHC
Schwab Strategic Tr Intl Small

ETFs
2.06K
+ 2.81%
$32.41 - $42.59 $66.9K - $87.9K
75.6K $3.22M
BNDX
Vanguard Total International B

ETFs
8.74K
+ 5.44%
$48.77 - $49.55 $426K - $433K
170K $8.39M
JNJ
Johnson & Johnson

Healthcare
1.96K
+ 2715.28%
$146.36 - $159.82 $286K - $312K
2.03K $309K
QQQ
Invesco Qqq Trust, Series 1

ETFs
78
+ 2.61%
$416.06 - $551.64 $32.5K - $43K
3.07K $1.69M
NVDA
Nvidia Corp

Technology
58
+ 1.5%
$94.31 - $157.99 $5.47K - $9.16K
3.93K $620K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.94K
+ 3.87%
$77.94 - $79.5 $151K - $154K
52K $4.14M
VTI
Vanguard Total Stock Market Et

ETFs
140
+ 2.95%
$243.75 - $303.93 $34.1K - $42.6K
4.89K $1.49M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
2.72K
New
$48.13 - $49.85 $131K - $135K
2.72K $133K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
5
+ 0.06%
$108.06 - $135.3 $540 - $677
7.94K $1.07M
DISV
Dimensional ETF Tr Dimensional

ETFs
1.58K
New
$25.93 - $32.91 $41K - $52K
1.58K $52K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
316
+ 4.61%
$32.66 - $40.75 $10.3K - $12.9K
7.17K $290K
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
186
+ 10.63%
$91.51 - $113.03 $17K - $21K
1.94K $218K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
6
+ 0.09%
$30.87 - $39.17 $185 - $235
6.43K $252K
AOR
Ishares Tr Core Growth Allocat

ETFs
47
+ 0.74%
$53.36 - $61.57 $2.51K - $2.89K
6.41K $394K
AVRE
American Centy ETF Tr Avantis
371
+ 3.95%
$38.75 - $44.92 $14.4K - $16.7K
9.77K $431K
RTX
Raytheon Technologies Corp

Industrials
51
+ 4.6%
$113.75 - $148.48 $5.8K - $7.57K
1.16K $169K
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
111
+ 10.67%
$93.75 - $114.45 $10.4K - $12.7K
1.15K $131K
TSLA
Tesla, Inc.

Consumer Cyclical
36
+ 36.0%
$221.86 - $362.89 $7.99K - $13.1K
136 $43K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
11
+ 0.2%
$33.46 - $41.33 $368 - $455
5.46K $225K
SAP
Sap Se

Technology
48
+ 400.0%
$237.53 - $309.8 $11.4K - $14.9K
60 $18K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
440
New
$23.4 - $29.68 $10.3K - $13.1K
440 $13K
MU
Micron Technology Inc

Technology
81
New
$64.72 - $127.91 $5.24K - $10.4K
81 $9K
UBER
Uber Technologies, Inc

Technology
100
New
$64.62 - $93.3 $6.46K - $9.33K
100 $9K
JPM
Jpmorgan Chase & CO

Financial Services
1
+ 0.62%
$210.28 - $289.91 $210 - $290
163 $47K
ABC
Amerisourcebergen Corp

Healthcare
40
New
N/A
40 $7K
TOST
Toast, Inc.

Technology
150
New
$30.03 - $45.23 $4.5K - $6.78K
150 $6K
DELL
Dell Technologies Inc.

Technology
50
New
$71.63 - $125.98 $3.58K - $6.3K
50 $6K
LLY
Eli Lilly & CO

Healthcare
11
+ 16.67%
$713.71 - $898.95 $7.85K - $9.89K
77 $60K
UTG
Reaves Utility Income Fund

Financial Services
153
New
$29.08 - $36.18 $4.45K - $5.54K
153 $5K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
185
+ 4.51%
$24.66 - $25.17 $4.56K - $4.66K
4.29K $107K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
125
+ 1.26%
$21.85 - $22.76 $2.73K - $2.85K
10K $227K
BGRN
Ishares Trust Ishares Usd Gre

ETFs
75
+ 2.17%
$46.47 - $47.67 $3.49K - $3.58K
3.53K $168K
SNOW
Snowflake Inc.

Technology
25
New
$130.53 - $223.77 $3.26K - $5.59K
25 $5K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
98
+ 1.92%
$22.4 - $23.8 $2.2K - $2.33K
5.2K $123K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
154
+ 2.22%
$22.43 - $23.23 $3.45K - $3.58K
7.1K $164K
TPR
Tapestry, Inc.

Consumer Cyclical
1
+ 0.55%
$60.6 - $87.81 $60.6 - $87.8
182 $15K
IMCB
Ishares Morningstar Mid Cap Et

ETFs
1
+ 0.21%
$65.41 - $79.66 $65.4 - $79.7
482 $38K
AIQ
Global X Funds Global X Artifi

ETFs
65
New
$31.5 - $43.69 $2.05K - $2.84K
65 $2K
UNH
Unitedhealth Group Inc

Healthcare
17
+ 121.43%
$274.35 - $599.47 $4.66K - $10.2K
31 $9K
Activity Summary
Buys All Purchases 66 New Holdings 14 Increased Positions 52 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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