Morton Brown Family Wealth, LLC Incresed Positions 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
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
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
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
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
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
1.41K
+ 53.5%
$24.61 - $25.12 $34.6K - $35.3K
4.04K $99K
MAR
Marriott International Inc

Consumer Cyclical
34
+ 4.48%
$246.06 - $292.59 $8.37K - $9.95K
793 $221K
AVRE
American Centy ETF Tr Avantis
1.74K
+ 22.83%
$41.03 - $46.91 $71.6K - $81.8K
9.38K $393K
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
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
SBUX
Starbucks Corp

Consumer Cyclical
154
+ 43.87%
$87.44 - $102.5 $13.5K - $15.8K
505 $46K
JPM
Jpmorgan Chase & CO

Financial Services
18
+ 15.52%
$205.18 - $250.29 $3.69K - $4.51K
134 $32K
SCHX
Schwab Strategic Tr Us Large C

ETFs
8.22K
+ 200.0%
$22.4 - $68.28 $184K - $562K
12.3K $285K
CVX
Chevron Corp

Energy
50
+ 73.53%
$141.15 - $162.53 $7.06K - $8.13K
118 $17K
AZN
Astrazeneca PLC

Healthcare
60
+ 100.0%
$63.2 - $79.58 $3.79K - $4.77K
120 $7K
AOA
Ishares Tr Core Aggressive All

ETFs
42
+ 17.57%
$76.61 - $79.88 $3.22K - $3.35K
281 $21K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
50
+ 100.0%
$82.28 - $117.52 $4.11K - $5.88K
100 $8K
BMY
Bristol Myers Squibb CO

Healthcare
25
+ 14.29%
$51.92 - $59.94 $1.3K - $1.5K
200 $11K
VIG
Vanguard Dividend Appreciation

ETFs
2
+ 0.77%
N/A
261 $47K
BND
Vanguard Bd Index Fd Inc Total

ETFs
3
+ 50.0%
$71.75 - $75.11 $215 - $225
9 $0
TFC
Truist Financial Corp

Financial Services
3
+ 0.74%
$41.51 - $48.1 $125 - $144
410 $17K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
1.92K
+ 200.0%
$27.54 - $83.04 $52.9K - $159K
2.88K $79K
SCHV
Schwab Strategic Tr Us Large C

ETFs
236
+ 200.0%
$25.79 - $80.4 $6.09K - $19K
354 $9K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
10
+ 100.0%
$27.45 - $55.56 $275 - $556
20 $0
IMCB
Ishares Morningstar Mid Cap Et

ETFs
2
+ 0.42%
$75.22 - $82.17 $150 - $164
479 $36K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
768
+ 200.0%
$26.93 - $84.95 $20.7K - $65.2K
1.15K $31K
PFE
Pfizer Inc

Healthcare
6
+ 0.46%
$24.8 - $30.19 $149 - $181
1.31K $34K
AMD
Advanced Micro Devices Inc

Technology
75
+ 27.27%
$118.88 - $172.8 $8.92K - $13K
350 $42K
PPL
Ppl Corp

Utilities
2
+ 0.04%
$31.47 - $35.0 $62.9 - $70
5.22K $169K
XLV
Select Sector Spdr Fund Health

ETFs
1
+ 0.41%
$136.28 - $154.74 $136 - $155
246 $33K
LLY
Eli Lilly & CO

Healthcare
4
+ 2.31%
$727.2 - $932.06 $2.91K - $3.73K
177 $136K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
4
+ 0.03%
$58.88 - $64.8 $236 - $259
13.5K $795K
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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