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 Market Cap. of $10 Billions to $200 Billions
