Morton Brown Family Wealth, LLC Incresed Positions in Q3 2024

Morton Brown Family Wealth, LLC

  • $281 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHB
Schwab Strategic Tr Us Broad M

ETFs
88.6K
+ 8.33%
$59.93 - $66.52 $5.31M - $5.9M
1.15M $76.7M
AVDV
American Centy ETF Tr Avantis

ETFs
107K
+ 171.85%
$62.52 - $71.12 $6.71M - $7.63M
170K $12M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
88K
+ 304.76%
$51.78 - $52.98 $4.56M - $4.66M
117K $6.19M
AVUV
American Centy ETF Tr Avantis

ETFs
27.4K
+ 18.26%
$88.24 - $99.7 $2.42M - $2.73M
177K $17M
VEA
Vanguard Ftse Developed Market

ETFs
24.7K
+ 6.53%
$47.6 - $53.31 $1.17M - $1.32M
402K $21.3M
AVEM
American Centy ETF Tr Avantis

ETFs
19.4K
+ 5.25%
$57.2 - $65.59 $1.11M - $1.27M
390K $25.2M
REET
Ishares Global Reit ETF

ETFs
18.8K
+ 5.32%
$23.07 - $27.17 $433K - $510K
372K $9.93M
MUB
Ishares National Muni Bond ETF

ETFs
11.8K
+ 6.74%
$106.13 - $108.7 $1.26M - $1.29M
187K $20.4M
VCIT
Vanguard Intermediate Term Cor

ETFs
15.2K
+ 20.21%
$79.29 - $84.02 $1.21M - $1.28M
90.6K $7.59M
SCHR
Schwab Intermediate Term Us Tr

ETFs
16.3K
+ 8.09%
$48.4 - $50.91 $791K - $832K
218K $11M
BNDX
Vanguard Total International B

ETFs
10.5K
+ 8.77%
$48.42 - $50.35 $509K - $529K
130K $6.55M
PPL
Ppl Corp

Utilities
4.97K
+ 1988.4%
$27.36 - $33.08 $136K - $164K
5.22K $172K
MSFT
Microsoft Corp

Technology
400
+ 20.64%
$395.15 - $467.56 $158K - $187K
2.34K $1.01M
LLY
Eli Lilly & CO

Healthcare
125
+ 260.42%
$772.14 - $960.02 $96.5K - $120K
173 $153K
VTI
Vanguard Total Stock Market Et

ETFs
75
+ 1.6%
$255.18 - $283.2 $19.1K - $21.2K
4.75K $1.35M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
351
+ 2.67%
$58.03 - $65.37 $20.4K - $22.9K
13.5K $873K
MCD
Mcdonalds Corp

Consumer Cyclical
1
+ 0.08%
$245.82 - $304.51 $246 - $305
1.23K $373K
AVRE
American Centy ETF Tr Avantis
332
+ 4.54%
$40.95 - $48.28 $13.6K - $16K
7.64K $360K
XOM
Exxon Mobil Corp

Energy
398
+ 38.57%
$109.72 - $119.0 $43.7K - $47.4K
1.43K $167K
RTX
Raytheon Technologies Corp

Industrials
175
+ 17.29%
$99.55 - $123.34 $17.4K - $21.6K
1.19K $143K
VNQ
Vanguard Specialized Funds Van

ETFs
21
+ 0.71%
$82.97 - $98.97 $1.74K - $2.08K
2.98K $290K
VIG
Vanguard Dividend Appreciation

ETFs
225
+ 661.76%
$182.15 - $182.15 $41K - $41K
259 $47K
AOR
Ishares Tr Core Growth Allocat

ETFs
56
+ 0.44%
$55.15 - $59.31 $3.09K - $3.32K
12.7K $754K
QQQ
Invesco Qqq Trust, Series 1

ETFs
22
+ 0.69%
$434.77 - $502.96 $9.56K - $11.1K
3.22K $1.57M
IBM
International Business Machines Corp

Technology
123
+ 57.75%
$175.1 - $223.38 $21.5K - $27.5K
336 $74K
WMT
Walmart Inc.

Consumer Defensive
300
+ 44.25%
$66.91 - $81.4 $20.1K - $24.4K
978 $78K
JNJ
Johnson & Johnson

Healthcare
200
+ 400.0%
$145.48 - $167.38 $29.1K - $33.5K
250 $40K
AMD
Advanced Micro Devices Inc

Technology
100
+ 57.14%
$128.67 - $183.96 $12.9K - $18.4K
275 $45K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
159
+ 70.67%
$77.02 - $85.06 $12.2K - $13.5K
384 $32K
D
Dominion Energy, Inc

Utilities
200
+ 277.78%
$48.01 - $58.53 $9.6K - $11.7K
272 $15K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
320
+ 7.66%
$22.51 - $23.92 $7.2K - $7.65K
4.5K $106K
UNP
Union Pacific Corp

Industrials
1
+ 0.2%
$221.78 - $256.09 $222 - $256
504 $124K
GE
General Electric CO

Industrials
25
+ 13.02%
$156.66 - $189.66 $3.92K - $4.74K
217 $40K
VXF
Vanguard Extended Market ETF

ETFs
24
+ 5.04%
$163.98 - $182.92 $3.94K - $4.39K
500 $90K
VZ
Verizon Communications Inc

Communication Services
200
+ 53.33%
$38.89 - $45.0 $7.78K - $9K
575 $25K
INTC
Intel Corp

Technology
400
+ 20000.0%
$18.9 - $34.87 $7.56K - $13.9K
402 $9K
IWF
Ishares Russell 1000 Gr ETF

ETFs
3
+ 0.42%
$332.02 - $382.76 $996 - $1.15K
712 $267K
USB
Us Bancorp \De\

Financial Services
75
+ 23.51%
$39.04 - $47.23 $2.93K - $3.54K
394 $18K
IWD
Ishares Russell 1000 Val ETF

ETFs
19
+ 17.59%
$173.36 - $189.8 $3.29K - $3.61K
127 $24K
BMY
Bristol Myers Squibb CO

Healthcare
75
+ 75.0%
$39.66 - $51.75 $2.97K - $3.88K
175 $9K
AOA
Ishares Tr Core Aggressive All

ETFs
50
+ 26.46%
$72.11 - $79.05 $3.61K - $3.95K
239 $18K
IEMG
Ishares Inc

ETFs
72
+ 48.98%
$53.64 - $53.64 $3.86K - $3.86K
219 $11K
IMCB
Ishares Morningstar Mid Cap Et

ETFs
2
+ 0.42%
$68.79 - $76.02 $138 - $152
477 $36K
T
At&T Inc.

Communication Services
102
+ 20.9%
$18.21 - $22.28 $1.86K - $2.27K
590 $12K
XLV
Select Sector Spdr Fund Health

ETFs
1
+ 0.41%
$143.3 - $157.24 $143 - $157
245 $37K
TFC
Truist Financial Corp

Financial Services
4
+ 0.99%
$38.22 - $44.94 $153 - $180
407 $17K
JOBY
Joby Aviation, Inc.

Industrials
101
+ 6.73%
$4.77 - $7.46 $482 - $753
1.6K $8K
TLT
Ishares Barclays 20+ Year Trea

ETFs
13
+ 1300.0%
$89.91 - $101.33 $1.17K - $1.32K
14 $1K
PFE
Pfizer Inc

Healthcare
5
+ 0.39%
$27.7 - $31.39 $139 - $157
1.3K $37K
Activity Summary
Buys All Purchases 114 New Holdings 61 Increased Positions 53 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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