Morton Brown Family Wealth, LLC Reduced Holdings in Q4 2024

Morton Brown Family Wealth, LLC

  • $287 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHC
Schwab Strategic Tr Intl Small

ETFs
-34.3K
- 29.91%
$33.93 - $38.37 $1.17M - $1.32M
80.5K $2.76M
SUB
Ishares Short Term National Mu

ETFs
-5.23K
- 8.07%
$104.94 - $106.2 $548K - $555K
59.5K $6.28M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-2.08K
- 5.5%
$75.1 - $82.99 $156K - $172K
35.7K $2.7M
AOR
Ishares Tr Core Growth Allocat

ETFs
-6.28K
- 49.26%
$57.32 - $59.66 $360K - $374K
6.47K $370K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-3.57K
- 24.62%
$84.34 - $95.14 $301K - $340K
10.9K $953K
HDV
Ishares Core High Dividend ETF

ETFs
-1.34K
- 5.38%
$110.82 - $121.28 $149K - $163K
23.6K $2.65M
IEFA
Ishares Tr

ETFs
-178
- 0.59%
$70.06 - $77.43 $12.5K - $13.8K
30.1K $2.12M
SPY
Spdr S&P 500 ETF Trust

ETFs
-812
- 3.66%
$567.81 - $607.81 $461K - $494K
21.3K $12.5M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-524
- 5.13%
$114.08 - $125.68 $59.8K - $65.9K
9.7K $1.11M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-713
- 2.39%
$44.04 - $49.49 $31.4K - $35.3K
29.1K $1.28M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-414
- 5.91%
$75.65 - $83.47 $31.3K - $34.6K
6.59K $502K
IWM
Ishares Russell 2000 ETF

ETFs
-360
- 7.65%
$216.13 - $242.4 $77.8K - $87.3K
4.35K $960K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-598
- 7.01%
$124.61 - $133.96 $74.5K - $80.1K
7.93K $1.02M
CMA
Comerica Inc

Financial Services
-786
- 34.19%
$57.88 - $72.73 $45.5K - $57.2K
1.51K $93K
XOM
Exxon Mobil Corp

Energy
-272
- 19.02%
$105.51 - $125.37 $28.7K - $34.1K
1.16K $124K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-591
- 8.44%
$33.39 - $37.66 $19.7K - $22.3K
6.42K $214K
EEMV
Ishares Msci Emerging Markets

ETFs
-124
- 1.87%
$57.85 - $63.11 $7.17K - $7.83K
6.51K $377K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-801
- 12.85%
$41.09 - $45.94 $32.9K - $36.8K
5.43K $228K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-203
- 6.31%
$481.22 - $538.17 $97.7K - $109K
3.02K $1.54M
IBM
International Business Machines Corp

Technology
-129
- 38.39%
$204.9 - $238.04 $26.4K - $30.7K
207 $45K
JNJ
Johnson & Johnson

Healthcare
-125
- 50.0%
$143.34 - $165.86 $17.9K - $20.7K
125 $18K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-212
- 26.84%
$91.94 - $100.02 $19.5K - $21.2K
578 $53K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-77
- 2.77%
$52.1 - $57.26 $4.01K - $4.41K
2.7K $140K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-148
- 13.41%
$100.24 - $101.35 $14.8K - $15K
956 $96K
D
Dominion Energy, Inc

Utilities
-233
- 85.66%
$52.63 - $60.92 $12.3K - $14.2K
39 $2K
VZ
Verizon Communications Inc

Communication Services
-200
- 34.78%
$39.6 - $45.21 $7.92K - $9.04K
375 $14K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-10
- 0.55%
$115.08 - $119.55 $1.15K - $1.2K
1.82K $209K
GE
General Electric CO

Industrials
-25
- 11.52%
$159.95 - $194.23 $4K - $4.86K
192 $32K
RTX
Raytheon Technologies Corp

Industrials
-2
- 0.17%
$114.45 - $127.21 $229 - $254
1.19K $137K
T
At&T Inc.

Communication Services
-229
- 38.81%
$21.22 - $23.88 $4.86K - $5.47K
361 $8K
USB
Us Bancorp \De\

Financial Services
-71
- 18.02%
$43.98 - $53.66 $3.12K - $3.81K
323 $15K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-12
- 1.37%
$113.92 - $127.38 $1.37K - $1.53K
866 $99K
Linde PLC Shs
-10
- 66.67%
N/A
5 $0
VB
Vanguard Small Cap ETF

ETFs
-109
- 1.29%
$233.76 - $261.58 $25.5K - $28.5K
8.32K $2M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-1
- 7.14%
$87.1 - $98.49 $87.1 - $98.5
13 $1K
VCR
Vanguard Consumer Discretionar

ETFs
-3
- 13.04%
$328.51 - $401.37 $986 - $1.2K
20 $7K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-31
- 34.44%
$7.33 - $12.37 $227 - $383
59 $0
VOT
Vanguard Mid Cap Growth Index

ETFs
-4
- 0.17%
$241.48 - $274.89 $966 - $1.1K
2.34K $594K
AVGO
Broadcom Inc.

Technology
-770
- 10.47%
$159.67 - $250.0 $123K - $193K
6.58K $1.53M
Activity Summary
Buys All Purchases 79 New Holdings 26 Increased Positions 53 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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