Morton Brown Family Wealth, LLC Q2 2025 Filing
Filed July 24, 2025
Portfolio Value
$328.7M
Holdings
319
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (319 positions)
| Stock | Value |
|---|---|
ADPAUTOMATIC DATA PROCESSING INC COM | $54K |
KELKELLANOVA COM | $54K |
VIGVANGUARD DIVIDEND APPRECIATION ETF | $54K |
GLWCORNING INC COM | $53K |
DISVDIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | $52K |
MDLZMONDELEZ INTL INC CL A | $51K |
COSTCOSTCO WHSL CORP NEW COM | $51K |
SBUXSTARBUCKS CORP COM | $50K |
CSCOCISCO SYS INC COM | $49K |
GSGOLDMAN SACHS GROUP INC COM | $47K |
JPMJPMORGAN CHASE & CO. COM | $47K |
VTVVANGUARD VALUE ETF | $47K |
GEGE AEROSPACE COM NEW | $46K |
XLVHEALTH CARE SELECT SECTOR SPDR FUND | $46K |
TSLATESLA INC COM | $43K |
GILDGILEAD SCIENCES INC COM | $42K |
IEFISHARES 7-10 YEAR TREASURY BOND ETF | $42K |
EMREMERSON ELEC CO COM | $40K |
PGPROCTER AND GAMBLE CO COM | $40K |
IMCBISHARES MORNINGSTAR MID-CAP ETF | $38K |
CTSHCOGNIZANT TECHNOLOGY SOLUTIONS CL A | $38K |
GOOGALPHABET INC CAP STK CL C | $35K |
TLNTALEN ENERGY CORP COM | $35K |
PEPPEPSICO INC COM | $34K |
VPUVANGUARD UTILITIES ETF | $34K |
OMCOMNICOM GROUP INC COM | $33K |
PFEPFIZER INC COM | $33K |
SCHDSCHWAB US DIVIDEND EQUITY ETF | $31K |
STXSEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $30K |
SOSOUTHERN CO COM | $29K |
NFLXNETFLIX INC COM | $28K |
UPSUNITED PARCEL SERVICE INC CL B | $28K |
VGTVANGUARD INFORMATION TECHNOLOGY ETF | $27K |
PSXPHILLIPS 66 COM | $25K |
IWDISHARES RUSSELL 1000 VALUE ETF | $25K |
CVXCHEVRON CORP NEW COM | $24K |
DEDEERE & CO COM | $24K |
GEVGE VERNOVA INC COM | $23K |
JEPIJPMORGAN EQUITY PREMIUM INCOME ETF | $23K |
UGIUGI CORP NEW COM | $23K |
HDHOME DEPOT INC COM | $23K |
AGGISHARES CORE U.S. AGGREGATE BOND ETF | $21K |
ABNBAIRBNB INC COM CL A | $20K |
KEYKEYCORP COM | $19K |
MBBISHARES MBS ETF | $19K |
DWDMORGAN STANLEY COM NEW | $19K |
ABBVABBVIE INC COM | $19K |
ABTABBOTT LABS COM | $18K |
COPCONOCOPHILLIPS COM | $18K |
SAPSAP SE SPON ADR | $18K |
CARRCARRIER GLOBAL CORPORATION COM | $18K |
TFCTRUIST FINL CORP COM | $18K |
SOXXISHARES SEMICONDUCTOR ETF | $18K |
SNYSANOFI SPONSORED ADR | $18K |
VOVANGUARD MID-CAP ETF | $18K |
AZNASTRAZENECA PLC SPONSORED ADR | $17K |
BABAALIBABA GROUP HLDG LTD SPONSORED ADS | $17K |
CRMSALESFORCE INC COM | $16K |
NRANRG ENERGY INC COM NEW | $16K |
TPRTAPESTRY INC COM | $16K |
AOAISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF | $16K |
BABOEING CO COM | $16K |
CMICUMMINS INC COM | $16K |
SPTLSPDR PORTFOLIO LONG TERM TREASURY ETF | $15K |
AXPAMERICAN EXPRESS CO COM | $15K |
MMM3M CO COM | $15K |
USBUS BANCORP DEL COM NEW | $15K |
MRKMERCK & CO INC COM | $14K |
WTVWISDOMTREE US VALUE FUND OF BENEF INTEREST | $14K |
BACVERIZON COMMUNICATIONS INC COM | $14K |
OKLOOKLO INC COM CL A | $14K |
TSCOTRACTOR SUPPLY CO COM | $13K |
DFEMDIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | $13K |
XFEBFIRST TRUST PREFERRED SECURITIES & INCOME ETF | $12K |
IBITISHARES BITCOIN TRUST ETF | $12K |
FDVVFIDELITY HIGH DIVIDEND ETF | $12K |
STIPISHARES 0-5 YEAR TIPS BOND ETF | $12K |
4I1PHILIP MORRIS INTL INC COM | $12K |
SCHESCHWAB EMERGING MARKETS EQUITY ETF | $12K |
XLIINDUSTRIAL SELECT SECTOR SPDR FUND | $12K |
ABGCENCORA INC COM | $12K |
VKTXVIKING THERAPEUTICS INC COM | $12K |
USXFISHARES ESG ADVANCED MSCI USA ETF | $12K |
STTSTATE STR CORP COM | $11K |
IWNISHARES RUSSELL 2000 VALUE ETF | $11K |
IEMGISHARES CORE MSCI EMERGING MARKETS ETF | $11K |
VVISA INC COM CL A | $11K |
VBKVANGUARD SMALL-CAP GROWTH ETF | $11K |
SPTSSPDR PORTFOLIO SHORT TERM TREASURY ETF | $10K |
MUMICRON TECHNOLOGY INC COM | $10K |
IBBISHARES BIOTECHNOLOGY ETF | $10K |
FDISFIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF | $10K |
SCHVSCHWAB U.S. LARGE-CAP VALUE ETF | $10K |
UNHUNITEDHEALTH GROUP INC COM | $10K |
JJACOBS SOLUTIONS INC COM | $9K |
UBERUBER TECHNOLOGIES INC COM | $9K |
BMYBRISTOL-MYERS SQUIBB CO COM | $9K |
PRUPRUDENTIAL FINL INC COM | $9K |
IVWISHARES S&P 500 GROWTH ETF | $9K |
FTECFIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | $9K |