Morton Brown Family Wealth, LLC has filed its 13F form on October 24, 2024 for Q3 2024 where it was disclosed a total value porftolio of $281 Million distributed in 271 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 $76.7M, American Centy ETF Tr Avantis with a value of $25.2M, Vanguard Ftse Developed Market with a value of $21.3M, Ishares National Muni Bond ETF with a value of $20.4M, and American Centy ETF Tr Avantis with a value of $17M.
Examining the 13F form we can see an increase of $20.9M in the current position value, from $260M to 281M.
Below you can find more details about Morton Brown Family Wealth, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$281 Million
ETFs: $269 Million
Technology: $5.27 Million
Financial Services: $1.26 Million
Industrials: $949,000
Consumer Cyclical: $919,000
Basic Materials: $861,000
Energy: $681,000
Healthcare: $545,000
Other: $1.1 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
