Morton Brown Family Wealth, LLC Reduced Holdings in Q3 2024

Morton Brown Family Wealth, LLC

  • $281 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
-1.42K
- 16.17%
$136.27 - $1745.86 $193K - $2.48M
7.35K $1.27M
SCHC
Schwab Strategic Tr Intl Small

ETFs
-178K
- 60.75%
$34.48 - $38.87 $6.13M - $6.91M
115K $4.42M
SUB
Ishares Short Term National Mu

ETFs
-14.2K
- 17.94%
$104.3 - $106.3 $1.48M - $1.5M
64.7K $6.88M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-8.68K
- 37.44%
$77.23 - $87.97 $670K - $763K
14.5K $1.26M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-5.7K
- 99.89%
$71.45 - $75.64 $407K - $431K
6 $0
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-1.38K
- 11.92%
$112.99 - $126.45 $156K - $175K
10.2K $1.29M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-578
- 34.36%
$98.99 - $101.51 $57.2K - $58.7K
1.1K $111K
QCOM
Qualcomm Inc

Technology
-22
- 1.87%
$156.12 - $209.64 $3.43K - $4.61K
1.16K $196K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-1.64K
- 3.75%
$76.94 - $79.54 $126K - $130K
42K $3.34M
IVV
Ishares Core S&P 500 ETF

ETFs
-62
- 16.62%
$520.18 - $576.82 $32.3K - $35.8K
311 $179K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-412
- 15.17%
$95.81 - $109.03 $39.5K - $44.9K
2.3K $248K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-128
- 21.37%
$116.79 - $133.54 $14.9K - $17.1K
471 $62K
FPE
First Tr Pfd Secs & Income ETF

ETFs
-700
- 50.0%
$17.35 - $18.22 $12.1K - $12.8K
700 $12K
FTGC
First Trust Global Tactical CO

ETFs
-46
- 0.43%
$22.3 - $24.39 $1.03K - $1.12K
10.6K $250K
PSX
Phillips 66

Energy
-2
- 0.96%
$125.0 - $147.17 $250 - $294
207 $27K
UPS
United Parcel Service Inc

Industrials
-6
- 2.13%
$123.32 - $147.38 $740 - $884
276 $37K
VO
Vanguard Mid Cap ETF

ETFs
-10
- 13.7%
$237.84 - $263.83 $2.38K - $2.64K
63 $16K
AAL
American Airlines Group Inc.

Industrials
-150
- 95.54%
$11.04 - $11.04 $1.66K - $1.66K
7 $0
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-75
- 7.87%
$105.53 - $118.34 $7.91K - $8.88K
878 $102K
AMGN
Amgen Inc

Healthcare
-13
- 1.9%
$309.38 - $337.38 $4.02K - $4.39K
670 $215K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
-80
- 4.21%
$61.97 - $69.37 $4.96K - $5.55K
1.82K $125K
GLD
Spdr Gold Trust

ETFs
-10
- 3.39%
$215.56 - $246.98 $2.16K - $2.47K
285 $69K
VOT
Vanguard Mid Cap Growth Index

ETFs
-82
- 3.38%
$218.05 - $243.47 $17.9K - $20K
2.35K $570K
IEFA
Ishares Tr

ETFs
-925
- 2.96%
$70.09 - $78.74 $64.8K - $72.8K
30.3K $2.37M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-12
- 0.04%
$41.9 - $48.26 $503 - $579
29.9K $1.43M
VB
Vanguard Small Cap ETF

ETFs
-14
- 0.17%
$214.77 - $237.72 $3.01K - $3.33K
8.43K $2M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-81
- 0.21%
$75.32 - $84.37 $6.1K - $6.83K
37.8K $3.16M
AAPL
Apple Inc.

Technology
-7
- 0.08%
$207.23 - $234.82 $1.45K - $1.64K
8.94K $2.08M
HDV
Ishares Core High Dividend ETF

ETFs
-181
- 0.72%
$107.62 - $118.76 $19.5K - $21.5K
24.9K $2.93M
SPY
Spdr S&P 500 ETF Trust

ETFs
-94
- 0.42%
$517.38 - $573.86 $48.6K - $53.9K
22.2K $12.7M
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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