Morton Brown Family Wealth, LLC Closed Holding Positions

Morton Brown Family Wealth, LLC

  • $281 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
AOM
Ishares Tr Core Moderate Alloc

ETFs
Q2 2024 Filed on Jul 30, 2024
522
$41.17 - $43.25 $21.5K - $22.6K
AIG
American International Group, Inc.

Financial Services
Q1 2023 Filed on Apr 25, 2023
327
$47.16 - $64.56 $15.4K - $21.1K
CB
Chubb LTD

Financial Services
Q4 2022 Filed on Feb 01, 2023
48
$184.68 - $222.05 $8.86K - $10.7K
NGG
National Grid PLC

Utilities
Q4 2022 Filed on Feb 01, 2023
84
$47.88 - $63.17 $4.02K - $5.31K
ATER
Aterian, Inc.

Consumer Cyclical
Q4 2022 Filed on Feb 01, 2023
147
$0.72 - $14.16 $106 - $2.08K
GPC
Genuine Parts CO

Consumer Cyclical
Q4 2022 Filed on Feb 01, 2023
69
$152.91 - $187.31 $10.6K - $12.9K
PINS
Pinterest, Inc.

Communication Services
Q2 2022 Filed on Jul 21, 2022
70
$17.19 - $27.4 $1.2K - $1.92K
TRHC
Tabula Rasa Health Care, Inc.

Healthcare
Q2 2022 Filed on Jul 21, 2022
8,382
$2.3 - $5.91 $19.3K - $49.5K
Magellan Inds Inc Com Par Usd0.001
Q2 2022 Filed on Jul 21, 2022
100
N/A
NSRGY
Nestle S.A.Spon Adr(Rep Reg Sh

Consumer Defensive
Q2 2022 Filed on Jul 21, 2022
576
$108.06 - $132.65 $62.2K - $76.4K
Embassy Bancorp Inc Com
Q2 2022 Filed on Jul 21, 2022
17,578
N/A
Nortel Networks Corp New Com New
Q2 2022 Filed on Jul 21, 2022
57
N/A
Orbital Corp Shs New
Q2 2022 Filed on Jul 21, 2022
495
N/A
WPP
Wpp PLC

Communication Services
Q1 2022 Filed on Apr 20, 2022
36
$59.27 - $82.99 $2.13K - $2.99K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
Q1 2022 Filed on Apr 20, 2022
16
$130.92 - $165.24 $2.09K - $2.64K
EXC
Exelon Corp

Utilities
Q1 2022 Filed on Apr 20, 2022
41
$39.56 - $47.63 $1.62K - $1.95K
PRNDY
Pernod Ricard S A

Consumer Defensive
Q1 2022 Filed on Apr 20, 2022
45
$38.19 - $48.55 $1.72K - $2.18K
KLAC
Kla Corp

Technology
Q1 2022 Filed on Apr 20, 2022
5
$314.14 - $445.0 $1.57K - $2.23K
Ihs Markit LTD Shs
Q1 2022 Filed on Apr 20, 2022
16
N/A
SPG
Simon Property Group Inc

Real Estate
Q1 2022 Filed on Apr 20, 2022
22
$128.19 - $163.16 $2.82K - $3.59K
LIN
Linde PLC

Basic Materials
Q1 2022 Filed on Apr 20, 2022
13
$270.99 - $346.41 $3.52K - $4.5K
ASML
Asml Holding Nv

Technology
Q1 2022 Filed on Apr 20, 2022
6
$573.04 - $797.49 $3.44K - $4.78K
IQLT
Ishares Msci Intl Quality Fact

ETFs
Q1 2022 Filed on Apr 20, 2022
215
$33.72 - $39.59 $7.25K - $8.51K
FITB
Fifth Third Bancorp

Financial Services
Q1 2022 Filed on Apr 20, 2022
16
$41.96 - $50.45 $671 - $807
SPYG
Spdr Portfolio

ETFs
Q1 2022 Filed on Apr 20, 2022
624
$59.17 - $73.03 $36.9K - $45.6K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
Q1 2022 Filed on Apr 20, 2022
939
$39.54 - $42.64 $37.1K - $40K
DWM
Wisdomtree Tr

ETFs
Q1 2022 Filed on Apr 20, 2022
280
$48.63 - $55.69 $13.6K - $15.6K
TD
Toronto Dominion Bank

Financial Services
Q1 2022 Filed on Apr 20, 2022
174
$74.69 - $85.0 $13K - $14.8K
NOK
Nokia Corp

Technology
Q1 2022 Filed on Apr 20, 2022
2,100
$4.53 - $6.29 $9.51K - $13.2K
NYCB
New York Community Bancorp Inc

Financial Services
Q1 2022 Filed on Apr 20, 2022
1,000
$10.72 - $13.3 $10.7K - $13.3K
CGEMY
Capgemini S E Adr(Fra)

Technology
Q1 2022 Filed on Apr 20, 2022
43
$36.31 - $49.05 $1.56K - $2.11K
SCHP
Schwab Strategic Us Tips ETF

ETFs
Q1 2022 Filed on Apr 20, 2022
30
$59.94 - $62.99 $1.8K - $1.89K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
Q1 2022 Filed on Apr 20, 2022
12
$129.09 - $158.0 $1.55K - $1.9K
TLPFY
Teleperformance Unsponsored Ad

Industrials
Q1 2022 Filed on Apr 20, 2022
4
$165.41 - $223.97 $662 - $896
CTAS
Cintas Corp

Industrials
Q1 2022 Filed on Apr 20, 2022
2
$363.91 - $432.01 $728 - $864
SPB
Spectrum Brands Holdings, Inc.

Consumer Defensive
Q1 2022 Filed on Apr 20, 2022
8
$84.32 - $103.45 $675 - $828
EBKDY
Erste Group Bank Ag Sponsored

Financial Services
Q1 2022 Filed on Apr 20, 2022
32
$13.43 - $25.72 $430 - $823
MQBKY
Macquarie Group, Ltd. Sponsore

Financial Services
Q1 2022 Filed on Apr 20, 2022
5
$128.01 - $155.94 $640 - $780
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
Q1 2022 Filed on Apr 20, 2022
16
$27.92 - $48.21 $447 - $771
WAT
Waters Corp

Healthcare
Q1 2022 Filed on Apr 20, 2022
2
$306.54 - $364.59 $613 - $729
PFG
Principal Financial Group Inc

Financial Services
Q1 2022 Filed on Apr 20, 2022
10
$64.37 - $78.95 $644 - $790
WTKWY
Wolters Kluwer Nv Spons Adr

Industrials
Q1 2022 Filed on Apr 20, 2022
6
$94.86 - $116.01 $569 - $696
CPRT
Copart Inc

Consumer Cyclical
Q1 2022 Filed on Apr 20, 2022
4
$108.85 - $146.95 $435 - $588
DASTY
Dassault Systemes Sa Adr

Technology
Q1 2022 Filed on Apr 20, 2022
10
$44.34 - $57.54 $443 - $575
AJG
Arthur J. Gallagher & Co.

Financial Services
Q1 2022 Filed on Apr 20, 2022
6
$149.33 - $174.6 $896 - $1.05K
HCA
Hca Healthcare, Inc.

Healthcare
Q1 2022 Filed on Apr 20, 2022
4
$228.85 - $267.17 $915 - $1.07K
VRSK
Verisk Analytics, Inc.

Industrials
Q1 2022 Filed on Apr 20, 2022
5
$177.34 - $221.73 $887 - $1.11K
TOELY
Tokyo Electron LTD Unsponsored

Technology
Q1 2022 Filed on Apr 20, 2022
13
$76.65 - $146.02 $996 - $1.9K
IWR
Ishares Russell Mid Cap ETF

ETFs
Q1 2022 Filed on Apr 20, 2022
22
$72.29 - $82.89 $1.59K - $1.82K
Track This Portfolio

Track Morton Brown Family Wealth, LLC Portfolio

Follow Morton Brown Family Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Morton Brown Family Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Morton Brown Family Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email