Morton Brown Family Wealth, LLC Q1 2025 Filing
Filed April 25, 2025
Portfolio Value
$294.2M
Holdings
324
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (324 positions)
| Stock | Value |
|---|---|
VUGVANGUARD GROWTH ETF | $53K |
MDLZMONDELEZ INTL INC CL A | $52K |
VIGVANGUARD DIVIDEND APPRECIATION ETF | $51K |
XLVHEALTH CARE SELECT SECTOR SPDR FUND | $49K |
COSTCOSTCO WHSL CORP NEW COM | $49K |
GLWCORNING INC COM | $46K |
VTVVANGUARD VALUE ETF | $46K |
CSCOCISCO SYS INC COM | $43K |
PGPROCTER AND GAMBLE CO COM | $43K |
GILDGILEAD SCIENCES INC COM | $42K |
PHYS/USPROTT PHYSICAL GOLD TR UNIT | $42K |
IEFISHARES 7-10 YEAR TREASURY BOND ETF | $42K |
AMDADVANCED MICRO DEVICES INC COM | $42K |
JPMJPMORGAN CHASE & CO. COM | $40K |
GEGE AEROSPACE COM NEW | $38K |
PEPPEPSICO INC COM | $38K |
OMCOMNICOM GROUP INC COM | $38K |
HEQTSIMPLIFY HEDGED EQUITY ETF | $37K |
CTSHCOGNIZANT TECHNOLOGY SOLUTIONS CL A | $37K |
PFEPFIZER INC COM | $37K |
AEPAMERICAN ELEC PWR CO INC COM | $36K |
GSGOLDMAN SACHS GROUP INC COM | $36K |
IMCBISHARES MORNINGSTAR MID-CAP ETF | $36K |
VDEVANGUARD ENERGY ETF | $33K |
EMREMERSON ELEC CO COM | $33K |
USFRWISDOMTREE FLOATING RATE TREASURY FUND | $32K |
SCHDSCHWAB US DIVIDEND EQUITY ETF | $32K |
VPUVANGUARD UTILITIES ETF | $32K |
GOOGALPHABET INC CAP STK CL C | $31K |
UPSUNITED PARCEL SERVICE INC CL B | $30K |
SOSOUTHERN CO COM | $29K |
CVXCHEVRON CORP NEW COM | $29K |
TSLATESLA INC COM | $26K |
PSXPHILLIPS 66 COM | $26K |
TLNTALEN ENERGY CORP COM | $24K |
IWDISHARES RUSSELL 1000 VALUE ETF | $24K |
JEPIJPMORGAN EQUITY PREMIUM INCOME ETF | $23K |
HDHOME DEPOT INC COM | $23K |
DEDEERE & CO COM | $22K |
VGTVANGUARD INFORMATION TECHNOLOGY ETF | $22K |
AOAISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF | $21K |
COPCONOCOPHILLIPS COM | $21K |
ABBVABBVIE INC COM | $21K |
UGIUGI CORP NEW COM | $21K |
AGGISHARES CORE U.S. AGGREGATE BOND ETF | $21K |
MBBISHARES MBS ETF | $20K |
SNYSANOFI SPONSORED ADR | $20K |
BABAALIBABA GROUP HLDG LTD SPONSORED ADS | $20K |
NFLXNETFLIX INC COM | $20K |
VFLOVICTORYSHARES FREE CASH FLOW ETF | $19K |
DWDMORGAN STANLEY COM NEW | $18K |
AZNASTRAZENECA PLC SPONSORED ADR | $18K |
STXSEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $18K |
ABNBAIRBNB INC COM CL A | $18K |
ABTABBOTT LABS COM | $18K |
KEYKEYCORP COM | $18K |
DFSVDIMENSIONAL US SMALL CAP VALUE ETF | $17K |
TFCTRUIST FINL CORP COM | $17K |
MRKMERCK & CO INC COM | $16K |
VOVANGUARD MID-CAP ETF | $16K |
CTASIMPLIFY MANAGED FUTURES STRATEGY ETF | $16K |
CRMSALESFORCE INC COM | $16K |
SPTLSPDR PORTFOLIO LONG TERM TREASURY ETF | $16K |
CARRCARRIER GLOBAL CORPORATION COM | $16K |
CMICUMMINS INC COM | $15K |
BACVERIZON COMMUNICATIONS INC COM | $15K |
MMM3M CO COM | $15K |
GEVGE VERNOVA INC COM | $14K |
SOXXISHARES SEMICONDUCTOR ETF | $14K |
TSCOTRACTOR SUPPLY CO COM | $14K |
USBUS BANCORP DEL COM NEW | $14K |
XLKTECHNOLOGY SELECT SECTOR SPDR FUND | $14K |
WTVWISDOMTREE US VALUE FUND OF BENEF INTEREST | $13K |
BABOEING CO COM | $13K |
AXPAMERICAN EXPRESS CO COM | $13K |
TPRTAPESTRY INC COM | $13K |
STIPISHARES 0-5 YEAR TIPS BOND ETF | $12K |
XFEBFIRST TRUST PREFERRED SECURITIES & INCOME ETF | $12K |
BMYBRISTOL-MYERS SQUIBB CO COM | $12K |
GCCWISDOMTREE ENHANCED COMMODITY STGY FD | $12K |
JNJJOHNSON & JOHNSON COM | $12K |
IEMGISHARES CORE MSCI EMERGING MARKETS ETF | $12K |
FDVVFIDELITY HIGH DIVIDEND ETF | $12K |
SCHESCHWAB EMERGING MARKETS EQUITY ETF | $11K |
VKTXVIKING THERAPEUTICS INC COM | $11K |
XLIINDUSTRIAL SELECT SECTOR SPDR FUND | $11K |
IWNISHARES RUSSELL 2000 VALUE ETF | $11K |
4I1PHILIP MORRIS INTL INC COM | $11K |
VVISA INC COM CL A | $11K |
IBBISHARES BIOTECHNOLOGY ETF | $10K |
USXFISHARES ESG ADVANCED MSCI USA ETF | $10K |
SPTSSPDR PORTFOLIO SHORT TERM TREASURY ETF | $10K |
STTSTATE STR CORP COM | $10K |
VBKVANGUARD SMALL-CAP GROWTH ETF | $10K |
NRANRG ENERGY INC COM NEW | $10K |
PRUPRUDENTIAL FINL INC COM | $9K |
SCHVSCHWAB U.S. LARGE-CAP VALUE ETF | $9K |
IBITISHARES BITCOIN TRUST ETF | $9K |
PPLPPL CORP COM | $9K |
JOBYJOBY AVIATION INC COMMON STOCK | $9K |