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
PM
Philip Morris International Inc.

Consumer Defensive
67
New
$117.15 - $158.79 $7.85K - $10.6K
67 $10K
XLI
Industrial Sector Spdr

ETFs
82
New
$128.78 - $141.67 $10.6K - $11.6K
82 $10K
STT
State Street Corp

Financial Services
107
New
$84.47 - $102.23 $9.04K - $10.9K
107 $9K
NRG
Nrg Energy, Inc.

Utilities
100
New
$84.82 - $113.33 $8.48K - $11.3K
100 $9K
GILD
Gilead Sciences, Inc.

Healthcare
3
+ 0.8%
$89.14 - $117.41 $267 - $352
379 $42K
FDIS
Fidelity Covington Tr Msci Con

ETFs
106
New
$82.77 - $101.84 $8.77K - $10.8K
106 $8K
XLF
Financial Sector Spdr

ETFs
154
New
$47.32 - $52.19 $7.29K - $8.04K
154 $7K
WFC
Wells Fargo & Company

Financial Services
100
New
$66.78 - $81.42 $6.68K - $8.14K
100 $7K
UNH
Unitedhealth Group Inc

Healthcare
14
New
$461.52 - $548.18 $6.46K - $7.67K
14 $7K
V
Visa Inc.

Financial Services
20
+ 200.0%
$306.92 - $362.71 $6.14K - $7.25K
30 $10K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
45
New
$161.27 - $192.3 $7.26K - $8.65K
45 $7K
GS
Goldman Sachs Group Inc

Financial Services
15
+ 28.85%
$524.81 - $672.19 $7.87K - $10.1K
67 $36K
JPM
Jpmorgan Chase & CO

Financial Services
28
+ 20.9%
$225.19 - $279.95 $6.31K - $7.84K
162 $39K
SBUX
Starbucks Corp

Consumer Cyclical
36
+ 7.13%
$91.75 - $115.81 $3.3K - $4.17K
541 $53K
NFLX
Netflix Inc

Communication Services
6
+ 40.0%
$828.4 - $1058.6 $4.97K - $6.35K
21 $19K
SHEL
Shell PLC

Energy
83
New
$62.84 - $73.29 $5.22K - $6.08K
83 $6K
CI
Cigna Corp

Healthcare
20
New
$274.49 - $329.0 $5.49K - $6.58K
20 $6K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
151
+ 2.22%
$22.42 - $23.22 $3.39K - $3.51K
6.95K $160K
UL
Unilever PLC

Consumer Defensive
91
New
$54.72 - $60.29 $4.98K - $5.49K
91 $5K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
34
New
$165.25 - $224.62 $5.62K - $7.64K
34 $5K
META
Meta Platforms, Inc.

Communication Services
13
+ 6.91%
$576.36 - $736.67 $7.49K - $9.58K
201 $115K
SYK
Stryker Corp

Healthcare
16
New
$355.18 - $399.9 $5.68K - $6.4K
16 $5K
ING
Ing Groep Nv

Financial Services
268
New
$15.51 - $20.74 $4.16K - $5.56K
268 $5K
FCX
Freeport Mcmoran Inc

Basic Materials
139
New
$34.5 - $43.01 $4.8K - $5.98K
139 $5K
JCI
Johnson Controls International PLC

Industrials
73
New
$76.12 - $90.6 $5.56K - $6.61K
73 $5K
C
Citigroup Inc

Financial Services
69
+ 345.0%
$67.23 - $84.63 $4.64K - $5.84K
89 $6K
TM
Toyota Motor Corp

Consumer Cyclical
28
New
$176.53 - $195.35 $4.94K - $5.47K
28 $4K
SAN
Banco Santander, S.A.

Financial Services
724
New
$4.46 - $7.14 $3.23K - $5.17K
724 $4K
INTU
Intuit Inc

Technology
8
New
$555.63 - $630.23 $4.45K - $5.04K
8 $4K
MS
Morgan Stanley

Financial Services
37
+ 31.36%
$111.68 - $141.08 $4.13K - $5.22K
155 $18K
ORCL
Oracle Corp

Technology
32
New
$139.81 - $186.47 $4.47K - $5.97K
32 $4K
SCHW
Schwab Charles Corp

Financial Services
58
New
$71.24 - $83.64 $4.13K - $4.85K
58 $4K
ITW
Illinois Tool Works Inc

Industrials
17
New
$244.9 - $274.48 $4.16K - $4.67K
17 $4K
TMO
Thermo Fisher Scientific Inc.

Healthcare
9
New
$497.6 - $606.74 $4.48K - $5.46K
9 $4K
MA
Mastercard Inc

Financial Services
8
New
$504.67 - $576.31 $4.04K - $4.61K
8 $4K
TTE
Total Energies Se

Energy
67
New
N/A
67 $4K
SAP
Sap Se

Technology
12
New
$241.4 - $293.69 $2.9K - $3.52K
12 $3K
RIO
Rio Tinto PLC

Basic Materials
55
New
$58.19 - $64.29 $3.2K - $3.54K
55 $3K
PEP
Pepsico Inc

Consumer Defensive
23
+ 9.87%
$142.64 - $156.42 $3.28K - $3.6K
256 $38K
NOW
Service Now, Inc.

Technology
4
New
$783.83 - $1170.39 $3.14K - $4.68K
4 $3K
ISRG
Intuitive Surgical Inc

Healthcare
8
New
$476.63 - $610.45 $3.81K - $4.88K
8 $3K
KO
Coca Cola CO

Consumer Defensive
55
New
$60.81 - $72.32 $3.34K - $3.98K
55 $3K
COF
Capital One Financial Corp

Financial Services
22
New
$163.87 - $209.82 $3.61K - $4.62K
22 $3K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
66
+ 1.63%
$24.6 - $24.99 $1.62K - $1.65K
4.1K $102K
ASML
Asml Holding Nv

Technology
4
New
$662.63 - $776.99 $2.65K - $3.11K
4 $2K
PFE
Pfizer Inc

Healthcare
136
+ 10.42%
$25.01 - $27.13 $3.4K - $3.69K
1.44K $36K
BHP
Bhp Group LTD

Basic Materials
59
New
$48.18 - $52.11 $2.84K - $3.07K
59 $2K
SONY
Sony Group Corp

Technology
85
New
$19.88 - $25.64 $1.69K - $2.18K
85 $2K
CRM
Salesforce, Inc.

Technology
18
+ 42.86%
$268.36 - $359.95 $4.83K - $6.48K
60 $16K
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
Track This Portfolio

Track Morton Brown Family Wealth, LLC Portfolio

Follow Morton Brown Family Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Morton Brown Family Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Morton Brown Family Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email