Morton Brown Family Wealth, LLC Reduced Holdings in Q1 2025

Morton Brown Family Wealth, LLC

  • $294 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
APD
Air Products & Chemicals, Inc.

Basic Materials
-2.55K
- 88.21%
$283.24 - $338.07 $723K - $863K
341 $100K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-5.97K
- 54.68%
$77.33 - $90.16 $462K - $539K
4.95K $388K
AVGO
Broadcom Inc.

Technology
-260
- 3.95%
$167.43 - $244.7 $43.5K - $63.6K
6.32K $1.06M
VTI
Vanguard Total Stock Market Et

ETFs
-602
- 11.26%
$271.18 - $303.12 $163K - $182K
4.75K $1.3M
VB
Vanguard Small Cap ETF

ETFs
-53
- 0.64%
$217.89 - $252.64 $11.5K - $13.4K
8.27K $1.83M
PPL
Ppl Corp

Utilities
-4.97K
- 95.14%
$31.68 - $36.11 $157K - $179K
254 $9K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-25
- 0.83%
$468.34 - $539.52 $11.7K - $13.5K
2.99K $1.4M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-1.25K
- 12.91%
$110.75 - $119.78 $139K - $150K
8.45K $976K
SCHC
Schwab Strategic Tr Intl Small

ETFs
-6.96K
- 8.64%
$33.57 - $37.22 $234K - $259K
73.5K $2.64M
DFSV
Dimensional ETF Tr Dimensional

ETFs
-3.94K
- 86.49%
$27.56 - $32.1 $108K - $126K
615 $17K
VOT
Vanguard Mid Cap Growth Index

ETFs
-410
- 17.51%
$237.72 - $276.98 $97.5K - $114K
1.93K $472K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.53K
- 24.57%
$57.21 - $65.8 $87.6K - $101K
4.7K $274K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-823
- 45.29%
$114.57 - $118.14 $94.3K - $97.2K
994 $117K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-837
- 87.55%
$100.59 - $103.47 $84.2K - $86.6K
119 $12K
LLY
Eli Lilly & CO

Healthcare
-111
- 62.71%
$725.72 - $929.72 $80.6K - $103K
66 $54K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-2.45K
- 8.39%
$42.5 - $46.71 $104K - $114K
26.7K $1.21M
EEMV
Ishares Msci Emerging Markets

ETFs
-1.05K
- 16.09%
$57.07 - $59.29 $59.8K - $62.1K
5.46K $318K
FTGC
First Trust Global Tactical CO

ETFs
-2.43K
- 22.95%
$23.95 - $25.86 $58.2K - $62.8K
8.15K $208K
HD
Home Depot, Inc.

Consumer Cyclical
-108
- 63.53%
$347.25 - $424.87 $37.5K - $45.9K
62 $22K
IEFA
Ishares Tr

ETFs
-2.41K
- 7.98%
$69.57 - $78.65 $167K - $189K
27.7K $2.1M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-10
- 1.15%
$102.49 - $119.96 $1.02K - $1.2K
856 $89K
JNJ
Johnson & Johnson

Healthcare
-53
- 42.4%
$142.06 - $167.7 $7.53K - $8.89K
72 $11K
JOBY
Joby Aviation, Inc.

Industrials
-101
- 6.31%
$5.99 - $10.27 $605 - $1.04K
1.5K $9K
AOR
Ishares Tr Core Growth Allocat

ETFs
-107
- 1.66%
$56.63 - $59.39 $6.06K - $6.35K
6.36K $366K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-557
- 7.52%
$33.84 - $37.77 $18.8K - $21K
6.85K $249K
T
At&T Inc.

Communication Services
-100
- 27.7%
$21.56 - $28.28 $2.16K - $2.83K
261 $7K
BP
Bp PLC

Energy
-31
- 31.0%
$29.93 - $35.31 $928 - $1.09K
69 $2K
VZ
Verizon Communications Inc

Communication Services
-51
- 13.6%
$37.81 - $46.49 $1.93K - $2.37K
324 $14K
RTX
Raytheon Technologies Corp

Industrials
-77
- 6.5%
$114.1 - $135.66 $8.79K - $10.4K
1.11K $146K
GLD
Spdr Gold Trust

ETFs
-10
- 1.99%
$243.19 - $288.14 $2.43K - $2.88K
493 $142K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-8
- 0.06%
$58.01 - $64.46 $464 - $516
13.5K $837K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-450
- 1.26%
$74.85 - $84.89 $33.7K - $38.2K
35.3K $2.88M
HDV
Ishares Core High Dividend ETF

ETFs
-147
- 0.62%
$110.86 - $121.12 $16.3K - $17.8K
23.5K $2.84M
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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