Morton Brown Family Wealth, LLC Portfolio Holdings
Q3 2025•264 long positions•$348.5M portfolio value
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Holding331 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $98.4M 28.25% | -$124.8K Sold | — 3.8M shares | 3.8M → 3.8M −$124.8K | -0.13% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $34.5M 9.91% | -$178.7K Sold | — 459.7K shares | 462.1K → 459.7K −$178.7K | -0.51% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $29.0M 8.34% | +$148.4K Bought | — 484.8K shares | 482.3K → 484.8K +$148.4K | +0.51% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $21.1M 6.05% | -$76.7K Sold | — 236.9K shares | 237.8K → 236.9K −$76.7K | -0.36% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $21.1M 6.05% | +$154.7K Bought | — 211.9K shares | 210.4K → 211.9K +$154.7K | +0.74% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $16.4M 4.7% | -$2.5M Sold | — 153.9K shares | 177.1K → 153.9K −$2.5M | -13.1% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $14.7M 4.21% | +$872.2K Bought | — 584.2K shares | 549.5K → 584.2K +$872.2K | +6.32% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $14.7M 4.21% | -$94.6K Sold | — 22.0K shares | 22.2K → 22.0K −$94.6K | -0.64% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $11.2M 3.21% | +$971.1K Bought | — 133.1K shares | 121.6K → 133.1K +$971.1K | +9.5% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $11.1M 3.19% | +$102.3K Bought | — 435.2K shares | 431.2K → 435.2K +$102.3K | +0.93% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $9.5M 2.73% | +$1.1M Bought | — 192.0K shares | 169.5K → 192.0K +$1.1M | +13.28% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $9.3M 2.67% | -$784.6K Sold | — 177.7K shares | 192.7K → 177.7K −$784.6K | -7.79% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $6.2M 1.77% | -$222.7K Sold | — 57.7K shares | 59.8K → 57.7K −$222.7K | -3.49% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $4.7M 1.34% | +$494.7K Bought | — 58.2K shares | 52.0K → 58.2K +$494.7K | +11.9% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $3.4M 0.977% | -$35.3K Sold | — 74.8K shares | 75.6K → 74.8K −$35.3K | -1.03% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $3.2M 0.921% | -$17.6K Sold | — 34.4K shares | 34.5K → 34.4K −$17.6K | -0.54% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $2.8M 0.815% | -$30.1K Sold | — 23.2K shares | 23.5K → 23.2K −$30.1K | -1.05% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $2.4M 0.689% | -$13.8K Sold | — 27.5K shares | 27.7K → 27.5K −$13.8K | -0.57% | — — | Q4 2021 Held for 3y 11m | |
Consumer Electronics Technology | $2.2M 0.636% | -$102.1K Sold | 0.0% 8.7K shares | 9.1K → 8.7K −$102.1K | -4.41% | $3.78T Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $2.1M 0.6% | -$6.4K Sold | — 8.2K shares | 8.2K → 8.2K −$6.4K | -0.3% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $1.9M 0.55% | +$73.2K Bought | — 3.2K shares | 3.1K → 3.2K +$73.2K | +3.98% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $1.6M 0.46% | — | — 4.9K shares | — | — | — — | Q2 2023 Held for 2y 5m | |
Semiconductors Technology | $1.5M 0.441% | -$241.2K Sold | 0.0% 4.7K shares | 5.4K → 4.7K −$241.2K | -13.57% | $1.56T Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.4M 0.416% | +$2.8K Bought | — 26.7K shares | 26.7K → 26.7K +$2.8K | +0.19% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $1.2M 0.332% | — | — 7.9K shares | — | — | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.2M 0.331% | — | — 36.2K shares | — | — | — — | Q4 2024 Held for 11 months | |
Software - Infrastructure Technology | $1.1M 0.328% | -$148.6K Sold | 0.0% 2.2K shares | 2.5K → 2.2K −$148.6K | -11.5% | $3.85T Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $1.1M 0.326% | -$997.9 Sold | — 8.0K shares | 8.0K → 8.0K −$997.9 | -0.09% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $1.1M 0.302% | — | — 4.3K shares | — | — | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $982.4K 0.282% | -$5.1K Sold | — 13.4K shares | 13.4K → 13.4K −$5.1K | -0.51% | — — | Q4 2021 Held for 3y 11m | |
Semiconductors Technology | $690.8K 0.198% | -$42.0K Sold | 0.0% 3.7K shares | 3.9K → 3.7K −$42.0K | -5.73% | $4.54T Mega Cap | Q3 2022 Held for 3y 2m | |
Banks - Diversified Financial Services | $619.5K 0.178% | -$24.7K Sold | 0.0% 12.0K shares | 12.5K → 12.0K −$24.7K | -3.83% | $382.12B Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $614.3K 0.176% | — | — 6.6K shares | — | — | — — | Q4 2022 Held for 2y 11m | |
Unknown Unknown | $516.2K 0.148% | — | — 1.8K shares | — | — | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $436.1K 0.125% | +$1.6K Bought | — 9.8K shares | 9.8K → 9.8K +$1.6K | +0.37% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $416.3K 0.119% | — | — 17.9K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $414.5K 0.119% | +$2.1K Bought | — 6.4K shares | 6.4K → 6.4K +$2.1K | +0.52% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $378.8K 0.109% | -$9.4K Sold | — 566.0 shares | 580.0 → 566.0 −$9.4K | -2.41% | — — | Q1 2023 Held for 2y 8m | |
Software - Application Technology | $362.5K 0.104% | — | 0.004% 1.1K shares | — | — | $8.9B Mid Cap | Q4 2024 Held for 11 months | |
Insurance - Diversified Financial Services | $353.4K 0.101% | -$100.5K Sold | 0.0% 703.0 shares | 903.0 → 703.0 −$100.5K | -22.15% | $1.08T Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $348.6K 0.1% | — | — 5.5K shares | — | — | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $345.3K 0.099% | -$797.9 Sold | — 3.9K shares | 3.9K → 3.9K −$797.9 | -0.23% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $337.0K 0.097% | +$3.7K Bought | — 720.0 shares | 712.0 → 720.0 +$3.7K | +1.12% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $324.9K 0.093% | — | — 12.3K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $306.6K 0.088% | — | — 7.2K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $293.1K 0.084% | -$6.1K Sold | — 9.2K shares | 9.4K → 9.2K −$6.1K | -2.04% | — — | Q2 2022 Held for 3y 5m | |
Restaurants Consumer Cyclical | $292.3K 0.084% | +$607.6 Bought | 0.0% 962.0 shares | 960.0 → 962.0 +$607.6 | +0.21% | $216.86B Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $279.4K 0.08% | — | — 6.4K shares | — | — | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $279.0K 0.08% | — | — 3.1K shares | — | — | — — | Q4 2022 Held for 2y 11m | |
Entertainment Communication Services | $268.4K 0.077% | — | 0.0% 2.3K shares | — | — | $205.86B Mega Cap | Q4 2021 Held for 3y 11m |
