Morton Brown Family Wealth, LLC Portfolio Holdings

Morton Brown Family Wealth, LLC

  • $281 Million
  • Q3 2024

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 $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$822M
$416,000 0.15% of portfolio
20,096
Q1 2024 Reduced 0.79%
$1.35B
$0 0.0% of portfolio
8
Q2 2024 New
$1.85B
$1,000 0.0% of portfolio
32
Q4 2023 New
$813M
$0 0.0% of portfolio
75
Q3 2024 New
$1.65B
$0 0.0% of portfolio
104
Q3 2024 New
$1.16B
$0 0.0% of portfolio
49
Q3 2024 New
$1.09B
$2,000 0.0% of portfolio
400
Q2 2024 New
$383M
$0 0.0% of portfolio
25
Q3 2024 New
$831M
$0 0.0% of portfolio
66
Q3 2024 New
$783M
$2,000 0.0% of portfolio
103
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 271
  • Current Value $281 Million
  • Prior Value $260 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 24, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 61 stocks
  • Additional Purchases 53 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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