Morton Brown Family Wealth, LLC New Holdings in Q1 2025

Morton Brown Family Wealth, LLC

  • $294 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
5.1K
New
$23.32 - $23.84 $119K - $122K
5.1K $119K
PHYS
Sprott Physical Gold Trust

Financial Services
1.75K
New
$20.25 - $24.06 $35.5K - $42.2K
1.75K $42K
IEF
Ishares Barclays

ETFs
440
New
$91.17 - $95.39 $40.1K - $42K
440 $41K
HEQT
Simplify Exchange Traded Fds H
1.31K
New
$28.48 - $30.52 $37.3K - $40K
1.31K $37K
VPU
Vanguard Utilities ETF

ETFs
189
New
$161.24 - $173.33 $30.5K - $32.8K
189 $32K
USFR
Wisdomtree Floating Rate Treas

ETFs
645
New
$50.29 - $50.5 $32.4K - $32.6K
645 $32K
VDE
Vanguard Energy ETF

ETFs
254
New
$119.14 - $132.76 $30.3K - $33.7K
254 $32K
DE
Deere & CO

Industrials
47
New
$408.57 - $509.27 $19.2K - $23.9K
47 $22K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
209
New
$95.85 - $99.25 $20K - $20.7K
209 $20K
ABBV
Abb Vie Inc.

Healthcare
100
New
$169.2 - $216.66 $16.9K - $21.7K
100 $20K
CTA
Simplify Exch Traded Fds Simpl

ETFs
548
New
$27.81 - $30.21 $15.2K - $16.6K
548 $16K
SPTL
Spdr Portfolio Long Term Treas

ETFs
582
New
$25.54 - $27.64 $14.9K - $16.1K
582 $15K
CMI
Cummins Inc

Industrials
47
New
$312.92 - $386.07 $14.7K - $18.1K
47 $14K
SOXX
Ishares Semiconductor ETF

ETFs
75
New
$188.17 - $235.81 $14.1K - $17.7K
75 $14K
TSCO
Tractor Supply CO

Consumer Cyclical
251
New
$51.66 - $57.94 $13K - $14.5K
251 $13K
GCC
Wisdom Tree Continuous Commodity Index Fund

ETFs
620
New
$18.9 - $20.05 $11.7K - $12.4K
620 $12K
FDVV
Fidelity High Dividend ETF

ETFs
236
New
$48.86 - $52.28 $11.5K - $12.3K
236 $11K
XLI
Industrial Sector Spdr

ETFs
82
New
$128.78 - $141.67 $10.6K - $11.6K
82 $10K
PM
Philip Morris International Inc.

Consumer Defensive
67
New
$117.15 - $158.79 $7.85K - $10.6K
67 $10K
NRG
Nrg Energy, Inc.

Utilities
100
New
$84.82 - $113.33 $8.48K - $11.3K
100 $9K
STT
State Street Corp

Financial Services
107
New
$84.47 - $102.23 $9.04K - $10.9K
107 $9K
FDIS
Fidelity Covington Tr Msci Con

ETFs
106
New
$82.77 - $101.84 $8.77K - $10.8K
106 $8K
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
FTEC
Fidelity Covington Tr Msci Inf

ETFs
45
New
$161.27 - $192.3 $7.26K - $8.65K
45 $7K
XLF
Financial Sector Spdr

ETFs
154
New
$47.32 - $52.19 $7.29K - $8.04K
154 $7K
CI
Cigna Corp

Healthcare
20
New
$274.49 - $329.0 $5.49K - $6.58K
20 $6K
SHEL
Shell PLC

Energy
83
New
$62.84 - $73.29 $5.22K - $6.08K
83 $6K
JCI
Johnson Controls International PLC

Industrials
73
New
$76.12 - $90.6 $5.56K - $6.61K
73 $5K
SYK
Stryker Corp

Healthcare
16
New
$355.18 - $399.9 $5.68K - $6.4K
16 $5K
UL
Unilever PLC

Consumer Defensive
91
New
$54.72 - $60.29 $4.98K - $5.49K
91 $5K
FCX
Freeport Mcmoran Inc

Basic Materials
139
New
$34.5 - $43.01 $4.8K - $5.98K
139 $5K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
34
New
$165.25 - $224.62 $5.62K - $7.64K
34 $5K
ING
Ing Groep Nv

Financial Services
268
New
$15.51 - $20.74 $4.16K - $5.56K
268 $5K
SCHW
Schwab Charles Corp

Financial Services
58
New
$71.24 - $83.64 $4.13K - $4.85K
58 $4K
TTE
Total Energies Se

Energy
67
New
N/A
67 $4K
TMO
Thermo Fisher Scientific Inc.

Healthcare
9
New
$497.6 - $606.74 $4.48K - $5.46K
9 $4K
ORCL
Oracle Corp

Technology
32
New
$139.81 - $186.47 $4.47K - $5.97K
32 $4K
TM
Toyota Motor Corp

Consumer Cyclical
28
New
$176.53 - $195.35 $4.94K - $5.47K
28 $4K
MA
Mastercard Inc

Financial Services
8
New
$504.67 - $576.31 $4.04K - $4.61K
8 $4K
ITW
Illinois Tool Works Inc

Industrials
17
New
$244.9 - $274.48 $4.16K - $4.67K
17 $4K
INTU
Intuit Inc

Technology
8
New
$555.63 - $630.23 $4.45K - $5.04K
8 $4K
SAN
Banco Santander, S.A.

Financial Services
724
New
$4.46 - $7.14 $3.23K - $5.17K
724 $4K
COF
Capital One Financial Corp

Financial Services
22
New
$163.87 - $209.82 $3.61K - $4.62K
22 $3K
KO
Coca Cola CO

Consumer Defensive
55
New
$60.81 - $72.32 $3.34K - $3.98K
55 $3K
ISRG
Intuitive Surgical Inc

Healthcare
8
New
$476.63 - $610.45 $3.81K - $4.88K
8 $3K
NOW
Service Now, Inc.

Technology
4
New
$783.83 - $1170.39 $3.14K - $4.68K
4 $3K
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
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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