Morton Brown Family Wealth, LLC New Holdings in Q3 2024

Morton Brown Family Wealth, LLC

  • $281 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CMA
Comerica Inc

Financial Services
2.3K
New
$49.93 - $61.49 $115K - $141K
2.3K $137K
HD
Home Depot, Inc.

Consumer Cyclical
170
New
$333.64 - $405.2 $56.7K - $68.9K
170 $68K
SQ
Block, Inc.

Technology
1K
New
$57.21 - $72.07 $57.2K - $72.1K
1K $67K
ADP
Automatic Data Processing Inc

Industrials
175
New
$233.44 - $279.45 $40.9K - $48.9K
175 $48K
EMR
Emerson Electric CO

Industrials
300
New
$98.19 - $118.87 $29.5K - $35.7K
300 $32K
CSX
Csx Corp

Industrials
900
New
$32.48 - $35.45 $29.2K - $31.9K
900 $31K
ABBV
Abb Vie Inc.

Healthcare
100
New
$163.84 - $199.33 $16.4K - $19.9K
100 $19K
FANG
Diamondback Energy, Inc.

Energy
100
New
$168.46 - $210.94 $16.8K - $21.1K
100 $17K
MPC
Marathon Petroleum Corp

Energy
104
New
$158.61 - $180.75 $16.5K - $18.8K
104 $16K
WM
Waste Management Inc

Industrials
75
New
$196.96 - $223.45 $14.8K - $16.8K
75 $15K
AXP
American Express CO

Financial Services
40
New
$225.92 - $271.17 $9.04K - $10.8K
40 $10K
CMCSA
Comcast Corp

Communication Services
232
New
$37.33 - $41.78 $8.66K - $9.69K
232 $9K
IJK
Ishares S&P Midcap 400 Growth

ETFs
93
New
$84.81 - $93.54 $7.89K - $8.7K
93 $8K
IVW
Ishares S&P 500 Growth ETF

ETFs
82
New
$84.77 - $97.13 $6.95K - $7.96K
82 $7K
PAVE
Global X Fds Us Infrastructure

ETFs
187
New
$36.39 - $41.16 $6.8K - $7.7K
187 $7K
VCR
Vanguard Consumer Discretionar

ETFs
23
New
$291.88 - $341.94 $6.71K - $7.86K
23 $7K
QUAL
Ishares Msci Usa Quality Facto

ETFs
36
New
$162.64 - $179.3 $5.86K - $6.45K
36 $6K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
56
New
$111.9 - $124.28 $6.27K - $6.96K
56 $6K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
127
New
$44.24 - $49.47 $5.62K - $6.28K
127 $6K
XLP
Consumer Staples Sector Spdr

ETFs
84
New
$76.04 - $76.04 $6.39K - $6.39K
84 $6K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
147
New
$44.83 - $47.42 $6.59K - $6.97K
147 $6K
EFG
Msci Eafe Growth ETF

ETFs
51
New
$96.84 - $108.77 $4.94K - $5.55K
51 $5K
ANET
Arista Networks, Inc.

Technology
15
New
$311.42 - $388.21 $4.67K - $5.82K
15 $5K
WMB
Williams Companies, Inc.

Energy
125
New
$41.24 - $46.22 $5.16K - $5.78K
125 $5K
DUK
Duke Energy Corp

Utilities
50
New
$99.35 - $117.71 $4.97K - $5.89K
50 $5K
OXY
Occidental Petroleum Corp

Energy
100
New
$49.91 - $63.73 $4.99K - $6.37K
100 $5K
ESEA
Euroseas Ltd.

Industrials
100
New
$35.83 - $49.44 $3.58K - $4.94K
100 $4K
ALLY
Ally Financial Inc.

Financial Services
101
New
$32.67 - $45.01 $3.3K - $4.55K
101 $3K
KMI
Kinder Morgan, Inc.

Energy
153
New
$19.72 - $22.22 $3.02K - $3.4K
153 $3K
IVE
Ishares S&P 500 Value ETF

ETFs
18
New
$181.06 - $197.17 $3.26K - $3.55K
18 $3K
SYK
Stryker Corp

Healthcare
10
New
$315.94 - $371.96 $3.16K - $3.72K
10 $3K
BP
Bp PLC

Energy
100
New
$30.78 - $37.05 $3.08K - $3.7K
100 $3K
ENB
Enbridge Inc

Energy
95
New
$35.27 - $41.18 $3.35K - $3.91K
95 $3K
MGA
Magna International Inc

Consumer Cyclical
50
New
$38.03 - $45.82 $1.9K - $2.29K
50 $2K
ENPH
Enphase Energy, Inc.

Technology
25
New
$95.77 - $123.65 $2.39K - $3.09K
25 $2K
GSL
Global Ship Lease, Inc.

Industrials
103
New
$22.94 - $29.25 $2.36K - $3.01K
103 $2K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
113
New
$22.38 - $23.66 $2.53K - $2.67K
113 $2K
EFV
Msci Eafe Value ETF

ETFs
36
New
$51.72 - $57.96 $1.86K - $2.09K
36 $2K
CRWD
Crowd Strike Holdings, Inc.

Technology
10
New
$217.89 - $392.15 $2.18K - $3.92K
10 $2K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
35
New
$56.04 - $62.99 $1.96K - $2.2K
35 $2K
IYW
Ishares Dj Us Tech ETF

ETFs
18
New
$133.16 - $158.73 $2.4K - $2.86K
18 $2K
CNQ
Canadian Natural Resources LTD

Energy
50
New
$31.97 - $37.41 $1.6K - $1.87K
50 $1K
ARCC
Ares Capital Corp

Financial Services
60
New
$19.8 - $21.28 $1.19K - $1.28K
60 $1K
MBB
Ishares Tr

ETFs
13
New
$90.85 - $96.66 $1.18K - $1.26K
13 $1K
XPEV
Xpeng Inc.

Consumer Cyclical
50
New
$6.63 - $12.72 $332 - $636
50 $0
VEU
Vanguard Ftse All World Ex Us

ETFs
3
New
$56.47 - $63.69 $169 - $191
3 $0
SCHK
Schwab Strategic Tr 1000 Index

ETFs
10
New
$49.82 - $55.29 $498 - $553
10 $0
PTLO
Portillo'S Inc.

Consumer Cyclical
25
New
$8.88 - $13.54 $222 - $339
25 $0
NAT
Nordic American Tankers LTD

Industrials
66
New
$3.98 - $3.98 $263 - $263
66 $0
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
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