Morton Brown Family Wealth, LLC Reduced Holdings in Q2 2025

Morton Brown Family Wealth, LLC

  • $328 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MUB
Ishares National Muni Bond ETF

ETFs
-34.6K
- 16.34%
$102.31 - $105.8 $3.54M - $3.66M
177K $18.5M
SUB
Ishares Short Term National Mu

ETFs
-4.38K
- 6.82%
$104.77 - $106.34 $459K - $466K
59.8K $6.36M
AAPL
Apple Inc.

Technology
-233
- 2.5%
$172.42 - $223.89 $40.2K - $52.2K
9.1K $1.87M
IDCC
Inter Digital, Inc.

Communication Services
-500
- 32.26%
$183.37 - $234.7 $91.7K - $117K
1.05K $235K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-1.05K
- 21.15%
$67.03 - $80.35 $70.2K - $84.1K
3.9K $311K
NKE
Nike, Inc.

Consumer Cyclical
-1.1K
- 97.1%
$53.27 - $72.04 $58.8K - $79.5K
33 $2K
PHYS
Sprott Physical Gold Trust

Financial Services
-1.5K
- 85.23%
$22.82 - $26.29 $34.1K - $39.3K
259 $6K
MAR
Marriott International Inc

Consumer Cyclical
-230
- 29.0%
$211.12 - $274.14 $48.6K - $63.1K
563 $153K
VDE
Vanguard Energy ETF

ETFs
-252
- 99.21%
$105.87 - $130.56 $26.7K - $32.9K
2 $0
FTGC
First Trust Global Tactical CO

ETFs
-778
- 9.54%
$23.09 - $25.91 $18K - $20.2K
7.37K $181K
AOA
Ishares Tr Core Aggressive All

ETFs
-90
- 32.03%
$69.46 - $83.4 $6.25K - $7.51K
191 $15K
XLK
Technology Sector Spdr

ETFs
-34
- 51.52%
$179.73 - $253.23 $6.11K - $8.61K
32 $8K
PFE
Pfizer Inc

Healthcare
-93
- 6.45%
$21.59 - $24.84 $2.01K - $2.31K
1.35K $32K
JOBY
Joby Aviation, Inc.

Industrials
-1K
- 66.67%
$5.33 - $10.55 $5.33K - $10.6K
500 $5K
OLED
Universal Display Corp Pa

Technology
-66
- 13.2%
$106.6 - $161.02 $7.04K - $10.6K
434 $67K
IEMG
Ishares Inc

ETFs
-38
- 17.35%
N/A
181 $9K
C
Citigroup Inc

Financial Services
-20
- 22.47%
$58.13 - $85.12 $1.16K - $1.7K
69 $5K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-11
- 6.32%
$47.02 - $47.83 $517 - $526
163 $7K
MBB
Ishares Tr

ETFs
-13
- 5.96%
$91.41 - $94.22 $1.19K - $1.22K
205 $19K
Ge Vernova Inc Com
-3
- 6.38%
N/A
44 $0
Ge Healthcare Technologies Inc Common Stock
-4
- 6.25%
N/A
60 $0
Twin Vee Powercats CO Com New
-14
- 93.33%
N/A
1 $0
MS
Morgan Stanley

Financial Services
-20
- 12.9%
$99.83 - $140.86 $2K - $2.82K
135 $19K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-32
- 3.74%
$90.56 - $109.49 $2.9K - $3.5K
824 $90K
GE
General Electric CO

Industrials
-12
- 6.25%
$166.81 - $257.39 $2K - $3.09K
180 $46K
IBM
International Business Machines Corp

Technology
-14
- 4.58%
$221.03 - $294.78 $3.09K - $4.13K
292 $86K
IVV
Ishares Core S&P 500 ETF

ETFs
-44
- 7.05%
$498.8 - $620.9 $21.9K - $27.3K
580 $360K
VOT
Vanguard Mid Cap Growth Index

ETFs
-174
- 9.01%
$216.28 - $284.39 $37.6K - $49.5K
1.76K $499K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-44
- 0.33%
$55.54 - $69.09 $2.44K - $3.04K
13.4K $928K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-461
- 5.46%
$104.23 - $134.39 $48.1K - $62K
7.99K $1.07M
VB
Vanguard Small Cap ETF

ETFs
-29
- 0.35%
$193.73 - $237.37 $5.62K - $6.88K
8.24K $1.95M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-709
- 2.01%
$72.96 - $90.39 $51.7K - $64.1K
34.5K $3.09M
IEFA
Ishares Tr

ETFs
-54
- 0.19%
$67.83 - $84.09 $3.66K - $4.54K
27.7K $2.31M
AVGO
Broadcom Inc.

Technology
-935
- 14.79%
$146.29 - $275.65 $137K - $258K
5.39K $1.48M
Activity Summary
Buys All Purchases 66 New Holdings 14 Increased Positions 52 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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