Morton Brown Family Wealth, LLC Portfolio Holdings

Morton Brown Family Wealth, LLC

  • $287 Million
  • Q4 2024

Morton Brown Family Wealth, LLC has filed its 13F form on January 31, 2025 for Q4 2024 where it was disclosed a total value porftolio of $287 Million distributed in 284 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Broad M with a value of $81.1M, American Centy ETF Tr Avantis with a value of $24.1M, Ishares National Muni Bond ETF with a value of $21.3M, Vanguard Ftse Developed Market with a value of $20.3M, and American Centy ETF Tr Avantis with a value of $18.2M.

Examining the 13F form we can see an increase of $5.53M in the current position value, from $281M to 287M.

Below you can find more details about Morton Brown Family Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $287 Million
ETFs: $274 Million
Technology: $5.81 Million
Financial Services: $1.29 Million
Consumer Cyclical: $875,000
Industrials: $872,000
Communication Services: $868,000
Basic Materials: $839,000
Energy: $664,000
Other: $1.18 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$81.1 Million 28.27% of portfolio
3,570,574
Q4 2024 Added 209.64%
$0
$24.1 Million 8.4% of portfolio
409,751
Q4 2024 Added 5.18%
$0
$21.3 Million 7.43% of portfolio
199,924
Q4 2024 Added 6.68%
$0
$20.3 Million 7.06% of portfolio
423,607
Q4 2024 Added 5.25%
$0
$18.2 Million 6.36% of portfolio
188,875
Q4 2024 Added 6.45%
$0
$13.1 Million 4.57% of portfolio
201,498
Q4 2024 Added 18.66%
$0
$12.5 Million 4.36% of portfolio
21,347
Q4 2024 Reduced 3.66%
$0
$11.2 Million 3.91% of portfolio
461,713
Q4 2024 Added 111.48%
$0
$9.38 Million 3.27% of portfolio
391,367
Q4 2024 Added 5.23%
$0
$8.23 Million 2.87% of portfolio
102,498
Q4 2024 Added 13.12%
$0
$7.32 Million 2.55% of portfolio
141,434
Q4 2024 Added 21.04%
$0
$7.21 Million 2.51% of portfolio
146,978
Q4 2024 Added 12.81%
$0
$6.28 Million 2.19% of portfolio
59,518
Q4 2024 Reduced 8.07%
$0
$3.61 Million 1.26% of portfolio
46,306
Q4 2024 Added 10.13%
$0
$2.76 Million 0.96% of portfolio
80,486
Q4 2024 Reduced 29.91%
$0
$2.7 Million 0.94% of portfolio
35,703
Q4 2024 Reduced 5.5%
$0
$2.12 Million 0.74% of portfolio
30,127
Q4 2024 Reduced 0.59%
$0
$2 Million 0.7% of portfolio
8,324
Q4 2024 Reduced 1.29%
$0
$1.55 Million 0.54% of portfolio
5,348
Q4 2024 Added 12.52%
$0
$1.54 Million 0.54% of portfolio
3,016
Q4 2024 Reduced 6.31%
$0
$1.28 Million 0.45% of portfolio
29,138
Q4 2024 Reduced 2.39%
$0
$1.11 Million 0.39% of portfolio
9,698
Q4 2024 Reduced 5.13%
$0
$1.02 Million 0.36% of portfolio
7,933
Q4 2024 Reduced 7.01%
$0
$960,000 0.33% of portfolio
4,346
Q4 2024 Reduced 7.65%
$0
$953,000 0.33% of portfolio
10,925
Q4 2024 Reduced 24.62%
$0
$795,000 0.28% of portfolio
13,494
Q4 2024 Added 0.03%
$0
$594,000 0.21% of portfolio
2,341
Q4 2024 Reduced 0.17%
$0
$502,000 0.18% of portfolio
6,594
Q4 2024 Reduced 5.91%
$0
$393,000 0.14% of portfolio
9,383
Q4 2024 Added 22.83%
$0
$388,000 0.14% of portfolio
6,234
Q2 2024 Reduced 26.57%
$0
$367,000 0.13% of portfolio
624
Q4 2024 Added 100.64%
$0
$370,000 0.13% of portfolio
6,465
Q4 2024 Reduced 49.26%
$0
$377,000 0.13% of portfolio
6,508
Q4 2024 Reduced 1.87%
$0
$345,000 0.12% of portfolio
15,636
Q4 2024 New
$0
$330,000 0.12% of portfolio
17,884
Q4 2024 Added 224.04%
$0
$285,000 0.1% of portfolio
12,336
Q4 2024 Added 200.0%
$0
$285,000 0.1% of portfolio
712
Q3 2024 Added 0.42%
$0
$253,000 0.09% of portfolio
10,580
Q3 2024 Reduced 0.43%
$0
$250,000 0.09% of portfolio
2,304
Q3 2024 Reduced 15.17%
$0
$265,000 0.09% of portfolio
2,984
Q3 2024 Added 0.71%
$0
$261,000 0.09% of portfolio
9,376
Q4 2024 Added 300.0%
$0
$252,000 0.09% of portfolio
7,407
Q4 2024 New
$0
$225,000 0.08% of portfolio
1,755
Q4 2024 Added 43,775.0%
$0
$228,000 0.08% of portfolio
5,432
Q4 2024 Reduced 12.85%
$0
$214,000 0.07% of portfolio
6,415
Q4 2024 Reduced 8.44%
$0
$209,000 0.07% of portfolio
1,817
Q4 2024 Reduced 0.55%
$0
$197,000 0.07% of portfolio
1,750
Q3 2023 New
$0
$148,000 0.05% of portfolio
2,565
Q4 2024 Added 331.82%
$0
$154,000 0.05% of portfolio
6,796
Q4 2024 Added 51.12%

Summary

  • Portfolio
  • No. of Stocks 284
  • Current Value $287 Million
  • Prior Value $281 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 31, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 26 stocks
  • Additional Purchases 53 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 40 stocks
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