Morton Brown Family Wealth, LLC
CIK Number: 0001909851
Main Sectors:
Top Industries:
Filing Date: Apr 25, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | SCHB | Schwab U.S. Bro... | 24.66 | -0.66% | 3.68M | +3.14% | 79.29M | 18.44 | 26.95% | Share |
| 2 | AVEM | Avantis Emergin... | 70.93 | -1.04% | 426.59K | +4.11% | 25.67M | 55.2 | 8.72% | Share |
| 3 | VEA | Vanguard Develo... | 58.74 | -0.12% | 439.8K | +3.82% | 22.36M | 48.52 | 7.60% | Share |
| 4 | MUB | iShares Nationa... | 104.11 | +0.07% | 211.67K | +5.88% | 22.32M | 107.31 | 7.59% | Share |
| 5 | AVUV | Avantis U.S. Sm... | 95.37 | -0.18% | 208.39K | +10.33% | 18.17M | 91.91 | 6.17% | Share |
| 6 | AVDV | Avantis Interna... | 84.34 | -0.01% | 216.24K | +7.32% | 15.08M | 68.16 | 5.13% | Share |
| 7 | SCHR | Schwab Intermed... | 24.96 | +0.22% | 497.15K | +7.67% | 12.36M | 26.54 | 4.20% | Share |
| 8 | SPY | SPDR S&P 500 ET... | 639.43 | -0.6% | 21.45K | +0.50% | 12M | 408.96 | 4.08% | Share |
| 9 | REET | iShares Global ... | 25.05 | +1.40% | 406.44K | +3.85% | 9.86M | 28.15 | 3.35% | Share |
| 10 | VCIT | Vanguard Interm... | 83.08 | +0.14% | 116.02K | +13.19% | 9.49M | 81.65 | 3.22% | Share |
| 11 | MUNI | PIMCO Intermedi... | 51.33 | +0.01% | 169.1K | +19.56% | 8.72M | 52.36 | 2.96% | Share |
| 12 | BNDX | Vanguard Total ... | 49.23 | +0.12% | 160.77K | +9.38% | 7.85M | 49.77 | 2.67% | Share |
| 13 | SUB | iShares Short-T... | 106.92 | +0.07% | 64.18K | +7.83% | 6.78M | 104.38 | 2.30% | Share |
| 14 | VCSH | Vanguard Short-... | 79.60 | +0.06% | 50.08K | +8.14% | 3.95M | 77.69 | 1.34% | Share |
| 15 | EFA | iShares MSCI EA... | 92.10 | +0.01% | 35.25K | -1.26% | 2.88M | 78.68 | 0.98% | Share |
| 16 | HDV | iShares Core Hi... | 121.63 | +0.61% | 23.45K | -0.62% | 2.84M | 100.99 | 0.97% | Share |
| 17 | SCHC | Schwab Internat... | 43.73 | -0.6% | 73.53K | -8.64% | 2.64M | 36.65 | 0.90% | Share |
| 18 | IEFA | iShares Core MS... | 86.04 | +0.01% | 27.72K | -7.98% | 2.1M | 55.46 | 0.71% | Share |
| 19 | AAPL | Apple Inc. | 230.59 | -0.13% | 9.34K | +3.78% | 2.07M | 183.28 | 0.70% | Share |
| 20 | VB | Vanguard Small ... | 246.05 | -0.21% | 8.27K | -0.64% | 1.83M | 226.01 | 0.62% | Share |
| 21 | QQQ | Invesco QQQ Tru... | 568.98 | -1.41% | 2.99K | -0.83% | 1.4M | 387 | 0.48% | Share |
| 22 | VTI | Vanguard Total ... | 314.55 | -0.64% | 4.75K | -11.26% | 1.3M | 222.36 | 0.44% | Share |
| 23 | VWO | Vanguard Emergi... | 51.38 | -0.71% | 26.69K | -8.39% | 1.21M | 42.9 | 0.41% | Share |
| 24 | AVGO | Broadcom Inc. | 294.50 | -3.68% | 6.32K | -3.95% | 1.06M | 158.54 | 0.36% | Share |
| 25 | VSS | Vanguard FTSE A... | 138.53 | -0.29% | 8.45K | -12.91% | 976.36K | 121.06 | 0.33% | Share |
| 26 | ESGU | iShares ESG Awa... | 139.68 | -0.65% | 7.94K | +0.05% | 967.6K | 99.73 | 0.33% | Share |
| 27 | MSFT | Microsoft Corpo... | 509.80 | -1.41% | 2.5K | +6.76% | 936.93K | 362.41 | 0.32% | Share |
| 28 | IWM | iShares Russell... | 226.07 | -0.83% | 4.35K | 0.00% | 866.98K | 200.31 | 0.29% | Share |
| 29 | VXUS | Vanguard Total ... | 71.36 | -0.29% | 13.49K | -0.06% | 837.47K | 63.09 | 0.28% | Share |
| 30 | ESGD | iShares ESG Awa... | 91.45 | -0.04% | 6.61K | +0.20% | 539.73K | 75.19 | 0.18% | Share |
| 31 | BAC | Bank of America... | 48.08 | +0.32% | 12.49K | +0.80% | 521.04K | 34.19 | 0.18% | Share |
| 32 | CAPL | CrossAmerica Pa... | 20.45 | +0.07% | 20.1K | 0.00% | 493.76K | 19.75 | 0.17% | Share |
| 33 | BRK-B | Berkshire Hatha... | 485.18 | +1.39% | 903 | 0.00% | 480.92K | 319.87 | 0.16% | Share |
| 34 | VOT | Vanguard Mid-Ca... | 285.25 | -0.59% | 1.93K | -17.51% | 472.4K | 170.54 | 0.16% | Share |
| 35 | NVDA | NVIDIA Corporat... | 175.56 | -3.54% | 3.87K | +17.63% | 419.46K | 38.52 | 0.14% | Share |
| 36 | AVRE | Avantis Real Es... | 44.37 | +1.28% | 9.4K | +0.16% | 404.23K | 41.54 | 0.14% | Share |
| 37 | SLYV | SPDR S&P 600 Sm... | 85.17 | +0.37% | 4.95K | -54.68% | 388.19K | 81.12 | 0.13% | Share |
| 38 | AOR | iShares Core Gr... | 62.48 | -0.25% | 6.36K | -1.66% | 366.03K | 57.01 | 0.12% | Share |
| 39 | SCHF | Schwab Internat... | 22.75 | -0.18% | 17.88K | 0.00% | 353.75K | 18.49 | 0.12% | Share |
| 40 | IVV | iShares Core S&... | 642.56 | -0.59% | 624 | 0.00% | 350.63K | 529.35 | 0.12% | Share |
| 41 | IDCC | InterDigital, I... | 260.03 | -3.65% | 1.55K | 0.00% | 320.46K | 193.72 | 0.11% | Share |
| 42 | EEMV | iShares MSCI Em... | 63.10 | -0.37% | 5.46K | -16.09% | 318.6K | 62.63 | 0.11% | Share |
| 43 | MCD | McDonald's Corp... | 310.75 | +0.66% | 959 | +0.10% | 299.57K | 268.26 | 0.10% | Share |
| 44 | VNQ | Vanguard Real E... | 90.41 | +1.69% | 3.05K | +2.28% | 276.3K | 83.39 | 0.09% | Share |
| 45 | IJH | iShares Core S&... | 63.78 | +0.15% | 4.7K | -24.57% | 274.36K | 48.22 | 0.09% | Share |
| 46 | SCHX | Schwab U.S. Lar... | 25.30 | -0.65% | 12.34K | 0.00% | 272.38K | 18.8 | 0.09% | Share |
| 47 | IWF | iShares Russell... | 442.61 | -1.46% | 712 | 0.00% | 256.93K | 305.63 | 0.09% | Share |
| 48 | SPDW | SPDR Portfolio ... | 41.74 | -0.18% | 6.85K | -7.52% | 249.41K | 34.13 | 0.08% | Share |
| 49 | SCHG | Schwab U.S. Lar... | 30.30 | -1.4% | 9.38K | 0.00% | 234.78K | 20.58 | 0.08% | Share |
| 50 | DIS | The Walt Disney... | 116.22 | -0.28% | 2.34K | 0.00% | 231.35K | 126.86 | 0.08% | Share |
| 51 | ESGE | iShares ESG Awa... | 40.45 | -0.72% | 6.43K | +0.20% | 224.66K | 33.58 | 0.08% | Share |
| 52 | IJS | iShares S&P Sma... | 106.17 | +0.41% | 2.3K | 0.00% | 224.59K | 86.99 | 0.08% | Share |
| 53 | SCHI | Schwab 5-10 Yea... | 22.80 | +0.11% | 9.89K | -36.74% | 222.15K | 22.07 | 0.08% | Share |
| 54 | ITOT | iShares Core S&... | 139.70 | -0.65% | 1.76K | +0.06% | 214.27K | 128.61 | 0.07% | Share |
| 55 | ESML | iShares ESG Awa... | 43.06 | -0.37% | 5.45K | +0.28% | 209.22K | 36.87 | 0.07% | Share |
| 56 | AMGN | Amgen Inc. | 295.44 | +0.96% | 670 | 0.00% | 208.74K | 225.17 | 0.07% | Share |
| 57 | FTGC | First Trust Glo... | 24.77 | -0.42% | 8.15K | -22.95% | 208.04K | 23.06 | 0.07% | Share |
| 58 | MAR | Marriott Intern... | 266.74 | +0.18% | 793 | 0.00% | 188.89K | 169.97 | 0.06% | Share |
| 59 | IVOG | Vanguard S&P Mi... | 116.14 | -0.21% | 1.75K | 0.00% | 180.55K | 90.3 | 0.06% | Share |
| 60 | QCOM | QUALCOMM Incorp... | 156.16 | -1.72% | 1.16K | 0.00% | 177.57K | 182.4 | 0.06% | Share |
| 61 | NOC | Northrop Grumma... | 586.23 | +0.24% | 338 | 0.00% | 173.17K | 389.62 | 0.06% | Share |
| 62 | BGRN | iShares USD Gre... | 47.72 | +0.13% | 3.45K | +4.67% | 163.49K | 49.66 | 0.06% | Share |
| 63 | SUSC | iShares ESG USD... | 23.27 | +0.24% | 6.95K | +2.22% | 160.2K | 24.17 | 0.05% | Share |
| 64 | VGIT | Vanguard Interm... | 59.65 | +0.17% | 2.56K | 0.00% | 152.36K | 57.95 | 0.05% | Share |
| 65 | PAYX | Paychex, Inc. | 138.93 | +0.99% | 985 | 0.00% | 151.97K | 136.5 | 0.05% | Share |
| 66 | ACWX | iShares MSCI AC... | 62.81 | -0.3% | 2.7K | 0.00% | 149.6K | 55.6 | 0.05% | Share |
| 67 | RTX | RTX Corporation | 153.72 | -1.14% | 1.11K | -6.5% | 146.73K | 91.98 | 0.05% | Share |
| 68 | XOM | Exxon Mobil Cor... | 107.39 | +0.64% | 1.22K | +5.27% | 144.92K | 101.49 | 0.05% | Share |
| 69 | GLD | SPDR Gold Share... | 305.28 | -0.54% | 493 | -1.99% | 142.05K | 201.8 | 0.05% | Share |
| 70 | IGIB | iShares 5-10 Ye... | 53.44 | +0.15% | 2.49K | 0.00% | 130.56K | 50.85 | 0.04% | Share |
| 71 | WMT | Walmart Inc. | 101.31 | +0.61% | 1.46K | +49.18% | 128.05K | 68.41 | 0.04% | Share |
| 72 | UNP | Union Pacific C... | 223.42 | +1.52% | 526 | +4.37% | 124.23K | 251.09 | 0.04% | Share |
| 73 | DLS | WisdomTree Inte... | 78.49 | +0.14% | 1.82K | 0.00% | 120.12K | 73.65 | 0.04% | Share |
| 74 | AMZN | Amazon.com, Inc... | 227.87 | -1.56% | 629 | +51.93% | 119.67K | 172.82 | 0.04% | Share |
| 75 | SPHY | SPDR Portfolio ... | 23.68 | -0.02% | 5.1K | +100.00% | 119.49K | 23.42 | 0.04% | Share |
| 76 | IEI | iShares 3-7 Yea... | 118.89 | +0.15% | 994 | -45.29% | 117.43K | 115.16 | 0.04% | Share |
| 77 | META | Meta Platforms,... | 751.38 | -2.08% | 201 | +6.91% | 115.85K | 530.67 | 0.04% | Share |
| 78 | VIOG | Vanguard S&P Sm... | 117.92 | -0.41% | 1.04K | 0.00% | 111.16K | 94.31 | 0.04% | Share |
| 79 | AWK | American Water ... | 145.17 | +1.76% | 700 | 0.00% | 103.26K | 188.86 | 0.04% | Share |
| 80 | CAT | Caterpillar Inc... | 415.92 | +0.79% | 311 | +7.24% | 102.57K | 276.83 | 0.03% | Share |
| 81 | SUSB | iShares ESG 1-5... | 25.20 | +0.06% | 4.1K | +1.63% | 102.53K | 25.16 | 0.03% | Share |
| 82 | APD | Air Products an... | 290.14 | +0.69% | 341 | -88.21% | 100.57K | 295.85 | 0.03% | Share |
| 83 | GOOGL | Alphabet Inc. | 201.56 | -0.95% | 583 | +53.02% | 90.16K | 151.36 | 0.03% | Share |
| 84 | IJR | iShares Core S&... | 114.72 | +0.10% | 856 | -1.15% | 89.51K | 113.69 | 0.03% | Share |
| 85 | VXF | Vanguard Extend... | 199.31 | -0.83% | 500 | 0.00% | 86.15K | 145.18 | 0.03% | Share |
| 86 | AMP | Ameriprise Fina... | 505.49 | -0.03% | 159 | 0.00% | 76.97K | 301.65 | 0.03% | Share |
| 87 | IBM | International B... | 241.10 | +0.69% | 306 | +47.83% | 76.09K | 197.45 | 0.03% | Share |
| 88 | SCHM | Schwab U.S. Mid... | 28.93 | -0.02% | 2.88K | 0.00% | 75.46K | 25.11 | 0.03% | Share |
| 89 | NKE | NIKE, Inc. | 76.86 | -0.74% | 1.14K | +2.99% | 72.18K | 163.36 | 0.02% | Share |
| 90 | NEE | NextEra Energy,... | 76.56 | +1.10% | 1.02K | 0.00% | 72.02K | 90.44 | 0.02% | Share |
| 91 | OLED | Universal Displ... | 140.64 | -0.87% | 500 | 0.00% | 69.74K | 146.2 | 0.02% | Share |
| 92 | DIA | SPDR Dow Jones ... | 449.09 | +0.01% | 150 | 0.00% | 62.98K | 332.62 | 0.02% | Share |
| 93 | VOO | Vanguard S&P 50... | 587.78 | -0.6% | 120 | +207.69% | 61.67K | 521.99 | 0.02% | Share |
| 94 | IUSG | iShares Core S&... | 155.75 | -1.26% | 471 | 0.00% | 59.85K | 118.37 | 0.02% | Share |
| 95 | K | Kellanova | 80.06 | +0.05% | 676 | 0.00% | 55.76K | 61.13 | 0.02% | Share |
| 96 | DGRO | iShares Core Di... | 66.27 | +0.26% | 899 | 0.00% | 55.54K | 51.85 | 0.02% | Share |
| 97 | LLY | Eli Lilly and C... | 704.12 | +0.87% | 66 | -62.71% | 54.51K | 779.39 | 0.02% | Share |
| 98 | ADP | Automatic Data ... | 305.69 | +1.00% | 175 | 0.00% | 53.47K | 276.73 | 0.02% | Share |
| 99 | IUSV | iShares Core S&... | 97.74 | +0.19% | 578 | 0.00% | 53.34K | 76.34 | 0.02% | Share |
| 100 | SBUX | Starbucks Corpo... | 90.92 | -1.75% | 541 | +7.13% | 53.03K | 97.02 | 0.02% | Share |
| 101 | VUG | Vanguard Growth... | 455.49 | -1.44% | 143 | 0.00% | 53.03K | 230.14 | 0.02% | Share |
| 102 | MDLZ | Mondelez Intern... | 62.66 | +1.32% | 761 | 0.00% | 51.63K | 66.36 | 0.02% | Share |
| 103 | VIG | Vanguard Divide... | 209.56 | +0.01% | 262 | +0.38% | 50.77K | 194.44 | 0.02% | Share |
| 104 | XLV | Health Care Sel... | 136.74 | +0.62% | 337 | +36.99% | 49.17K | 141.26 | 0.02% | Share |
| 105 | COST | Costco Wholesal... | 980.75 | +0.14% | 51 | +13.33% | 48.59K | 656.06 | 0.02% | Share |
| 106 | GLW | Corning Incorpo... | 64.47 | -1.59% | 1K | 0.00% | 45.78K | 36.14 | 0.02% | Share |
| 107 | VTV | Vanguard Value ... | 181.05 | +0.43% | 265 | 0.00% | 45.78K | 132.34 | 0.02% | Share |
| 108 | CSCO | Cisco Systems, ... | 66.73 | -0.33% | 704 | 0.00% | 43.42K | 48.2 | 0.01% | Share |
| 109 | PG | The Procter & G... | 158.34 | +1.69% | 251 | +84.56% | 42.77K | 159.45 | 0.01% | Share |
| 110 | GILD | Gilead Sciences... | 117.99 | 0.00% | 379 | +0.80% | 42.43K | 92.53 | 0.01% | Share |
| 111 | IEF | iShares 7-10 Ye... | 95.39 | +0.26% | 440 | +100.00% | 41.96K | 95.37 | 0.01% | Share |
| 112 | AMD | Advanced Micro ... | 166.48 | -5.48% | 406 | +16.00% | 41.71K | 147.89 | 0.01% | Share |
| 113 | JPM | JPMorgan Chase ... | 290.50 | -0.35% | 162 | +20.90% | 39.73K | 190.34 | 0.01% | Share |
| 114 | GE | GE Aerospace | 265.75 | -1.01% | 192 | 0.00% | 38.43K | 100.76 | 0.01% | Share |
| 115 | PEP | PepsiCo, Inc. | 152.21 | +1.78% | 256 | +9.87% | 38.38K | 170.58 | 0.01% | Share |
| 116 | OMC | Omnicom Group I... | 77.67 | +1.98% | 459 | 0.00% | 38.06K | 72.94 | 0.01% | Share |
| 117 | HEQT | Simplify Hedged... | 30.62 | -0.24% | 1.31K | +100.00% | 37.46K | 28.58 | 0.01% | Share |
| 118 | CTSH | Cognizant Techn... | 70.84 | +1.06% | 482 | +0.42% | 36.85K | 76.9 | 0.01% | Share |
| 119 | PFE | Pfizer Inc. | 25.31 | +0.96% | 1.44K | +10.42% | 36.52K | 54.68 | 0.01% | Share |
| 120 | AEP | American Electr... | 112.57 | +1.69% | 334 | 0.00% | 36.5K | 84.56 | 0.01% | Share |
| 121 | GS | The Goldman Sac... | 721.53 | -1.29% | 67 | +28.85% | 36.44K | 422.1 | 0.01% | Share |
| 122 | IMCB | iShares Morning... | 81.28 | +0.12% | 481 | +0.42% | 35.61K | 70.85 | 0.01% | Share |
| 123 | VDE | Vanguard Energy... | 119.28 | -0.14% | 254 | +100.00% | 32.93K | 129.71 | 0.01% | Share |
| 124 | EMR | Emerson Electri... | 131.55 | -0.21% | 300 | 0.00% | 32.89K | 109.37 | 0.01% | Share |
| 125 | USFR | WisdomTree Floa... | 50.42 | +0.03% | 645 | +100.00% | 32.46K | 50.33 | 0.01% | Share |
| 126 | SCHD | Schwab U.S. Div... | 27.44 | +0.67% | 1.16K | +0.52% | 32.38K | 26.54 | 0.01% | Share |
| 127 | VPU | Vanguard Utilit... | 185.97 | +0.89% | 189 | +100.00% | 32.35K | 170.81 | 0.01% | Share |
| 128 | GOOG | Alphabet Inc. | 202.44 | -0.9% | 200 | 0.00% | 31.25K | 140.15 | 0.01% | Share |
| 129 | UPS | United Parcel S... | 87.73 | +1.41% | 276 | 0.00% | 30.36K | 210.59 | 0.01% | Share |
| 130 | SO | The Southern Co... | 94.14 | +1.38% | 314 | 0.00% | 28.87K | 69.58 | < 0.01% | Share |
| 131 | CVX | Chevron Corpora... | 152.28 | -1.96% | 171 | +44.92% | 28.61K | 153.08 | < 0.01% | Share |
| 132 | TSLA | Tesla, Inc. | 329.17 | -1.79% | 100 | 0.00% | 25.92K | 209.64 | < 0.01% | Share |
| 133 | PSX | Phillips 66 | 122.11 | -0.6% | 207 | 0.00% | 25.56K | 72.45 | < 0.01% | Share |
| 134 | TLN | Talen Energy Co... | 367.77 | -2.42% | 120 | +100.00% | 23.96K | 199.67 | < 0.01% | Share |
| 135 | IWD | iShares Russell... | 198.84 | +0.27% | 127 | 0.00% | 23.9K | 170.86 | < 0.01% | Share |
| 136 | JEPI | JPMorgan Equity... | 56.91 | +0.31% | 408 | +0.25% | 23.32K | 56.11 | < 0.01% | Share |
| 137 | HD | The Home Depot,... | 406.12 | +2.89% | 62 | -63.53% | 22.72K | 405.19 | < 0.01% | Share |
| 138 | DE | Deere & Company | 489.20 | -0.39% | 47 | +100.00% | 22.06K | 469.34 | < 0.01% | Share |
| 139 | VGT | Vanguard Inform... | 688.34 | -1.96% | 40 | 0.00% | 21.7K | 414.9 | < 0.01% | Share |
| 140 | AOA | iShares Core Ag... | 85.05 | -0.36% | 281 | 0.00% | 21.5K | 73 | < 0.01% | Share |
| 141 | COP | ConocoPhillips | 93.71 | -0.31% | 204 | +161.54% | 21.42K | 105.21 | < 0.01% | Share |
| 142 | ABBV | AbbVie Inc. | 206.09 | -0.23% | 100 | +100.00% | 20.95K | 209.52 | < 0.01% | Share |
| 143 | UGI | UGI Corporation | 34.51 | -0.25% | 627 | 0.00% | 20.75K | 41.38 | < 0.01% | Share |
| 144 | AGG | iShares Core U.... | 99.03 | +0.20% | 209 | +100.00% | 20.67K | 98.92 | < 0.01% | Share |
| 145 | MBB | iShares MBS ETF | 93.52 | +0.10% | 218 | +1.58K% | 20.44K | 93.89 | < 0.01% | Share |
| 146 | SNY | Sanofi | 50.32 | +0.96% | 367 | 0.00% | 20.35K | 49.92 | < 0.01% | Share |
| 147 | BABA | Alibaba Group H... | 120.07 | -1.1% | 150 | +50.00% | 19.84K | 96.39 | < 0.01% | Share |
| 148 | NFLX | Netflix, Inc. | 1214.13 | -2.49% | 21 | +40.00% | 19.58K | 627.86 | < 0.01% | Share |
| 149 | VFLO | VictoryShares F... | 36.07 | +0.11% | 558 | +100.00% | 19.13K | 34.28 | < 0.01% | Share |
| 150 | MS | Morgan Stanley | 144.00 | -0.54% | 155 | +31.36% | 18.08K | 88.72 | < 0.01% | Share |