Morton Brown Family Wealth, LLC Incresed Positions 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
WMT
Walmart Inc.

Consumer Defensive
481
+ 49.18%
$84.5 - $105.05 $40.6K - $50.5K
1.46K $128K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
81
+ 207.69%
$507.05 - $563.67 $41.1K - $45.7K
120 $61K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
13
+ 0.2%
$75.32 - $84.77 $979 - $1.1K
6.61K $539K
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
XOM
Exxon Mobil Corp

Energy
61
+ 5.27%
$105.44 - $118.93 $6.43K - $7.25K
1.22K $144K
PG
Procter & Gamble CO

Consumer Defensive
115
+ 84.56%
$158.56 - $176.26 $18.2K - $20.3K
251 $42K
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
XLV
Select Sector Spdr Fund Health

ETFs
91
+ 36.99%
$137.61 - $149.68 $12.5K - $13.6K
337 $49K
MRK
Merck & Co., Inc.

Healthcare
166
+ 1037.5%
$83.01 - $101.02 $13.8K - $16.8K
182 $16K
COP
Conocophillips

Energy
126
+ 161.54%
$88.6 - $105.85 $11.2K - $13.3K
204 $21K
CVX
Chevron Corp

Energy
53
+ 44.92%
$146.71 - $167.97 $7.78K - $8.9K
171 $28K
VNQ
Vanguard Specialized Funds Van

ETFs
68
+ 2.28%
$85.55 - $94.34 $5.82K - $6.42K
3.05K $276K
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
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
GILD
Gilead Sciences, Inc.

Healthcare
3
+ 0.8%
$89.14 - $117.41 $267 - $352
379 $42K
GS
Goldman Sachs Group Inc

Financial Services
15
+ 28.85%
$524.81 - $672.19 $7.87K - $10.1K
67 $36K
COST
Costco Wholesale Corp

Consumer Defensive
6
+ 13.33%
$890.62 - $1076.86 $5.34K - $6.46K
51 $48K
SBUX
Starbucks Corp

Consumer Cyclical
36
+ 7.13%
$91.75 - $115.81 $3.3K - $4.17K
541 $53K
V
Visa Inc.

Financial Services
20
+ 200.0%
$306.92 - $362.71 $6.14K - $7.25K
30 $10K
JPM
Jpmorgan Chase & CO

Financial Services
28
+ 20.9%
$225.19 - $279.95 $6.31K - $7.84K
162 $39K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
151
+ 2.22%
$22.42 - $23.22 $3.39K - $3.51K
6.95K $160K
NFLX
Netflix Inc

Communication Services
6
+ 40.0%
$828.4 - $1058.6 $4.97K - $6.35K
21 $19K
C
Citigroup Inc

Financial Services
69
+ 345.0%
$67.23 - $84.63 $4.64K - $5.84K
89 $6K
META
Meta Platforms, Inc.

Communication Services
13
+ 6.91%
$576.36 - $736.67 $7.49K - $9.58K
201 $115K
MS
Morgan Stanley

Financial Services
37
+ 31.36%
$111.68 - $141.08 $4.13K - $5.22K
155 $18K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
66
+ 1.63%
$24.6 - $24.99 $1.62K - $1.65K
4.1K $102K
PEP
Pepsico Inc

Consumer Defensive
23
+ 9.87%
$142.64 - $156.42 $3.28K - $3.6K
256 $38K
CRM
Salesforce, Inc.

Technology
18
+ 42.86%
$268.36 - $359.95 $4.83K - $6.48K
60 $16K
BA
Boeing CO

Industrials
16
+ 26.67%
$148.15 - $186.25 $2.37K - $2.98K
76 $12K
CNQ
Canadian Natural Resources LTD

Energy
78
+ 156.0%
$26.72 - $32.74 $2.08K - $2.55K
128 $3K
PFE
Pfizer Inc

Healthcare
136
+ 10.42%
$25.01 - $27.13 $3.4K - $3.69K
1.44K $36K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
6
+ 0.52%
$27.01 - $28.54 $162 - $171
1.16K $32K
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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