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 Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$883M
$442,000 0.15% of portfolio
20,096
Q1 2024 Reduced 0.79%
$1.29B
$0 0.0% of portfolio
8
Q2 2024 New
$1.65B
$0 0.0% of portfolio
11
Q4 2024 New
$904M
$0 0.0% of portfolio
75
Q3 2024 New
$306M
$0 0.0% of portfolio
100
Q3 2024 New
$447M
$0 0.0% of portfolio
90
Q4 2024 New
$1.65B
$1,000 0.0% of portfolio
104
Q3 2024 New
$923M
$0 0.0% of portfolio
49
Q3 2024 New
$1.31B
$2,000 0.0% of portfolio
400
Q2 2024 New
$615M
$0 0.0% of portfolio
25
Q3 2024 New
$831M
$0 0.0% of portfolio
66
Q3 2024 New
$795M
$2,000 0.0% of portfolio
103
Q3 2024 New

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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