Morton-Brown-Family-Wealth

AI_NATIVE detailed information: This accession holds the following tickers:[
  "JOBY",
  "JAZZ",
  "AAL",
  null,
  "HUM",
  null,
  "MMM",
  "ABNB",
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  "BABA",
  "FRPT",
  "GOOGL",
  "VDE",
  "AXP",
  "UNIT",
  null,
  "ASML",
  "T",
  "BLK",
  "ADX",
  "CAT",
  "BUD",
  "AVDE",
  "AVGO",
  null,
  "AVEM",
  "SAN",
  null,
  null,
  "CCI",
  "COF",
  "CMI",
  null,
  "D",
  "EDIT",
  "RXRX",
  null,
  null,
  null,
  "FCX",
  "TSHA",
  "GD",
  "GILD",
  "HD",
  null,
  "CAPL",
  "AZN",
  "CNF",
  "MCD",
  "INTU",
  "UNP",
  null,
  "QCOM",
  "ISRG",
  null,
  "GH",
  "EMXC",
  "ITW",
  "AMAT",
  "IIPR",
  "ING",
  "EMR",
  "MUB",
  "META",
  null,
  "HEFA",
  "IVW",
  "IJH",
  null,
  null,
  null,
  null,
  null,
  "LRCX",
  "LIN",
  null,
  "RCAT",
  null,
  null,
  null,
  null,
  "MA",
  "MDT",
  "MSFT",
  "MDLZ",
  "MS",
  "SATS",
  null,
  "GE",
  "OMC",
  "ICLR",
  "HSY",
  "AMP",
  "IJR",
  "EFG",
  "ANET",
  "IWD",
  "ORCL",
  "NOC",
  "PAYX",
  "VGIT",
  null,
  "IWF",
  "PEP",
  "IEMG",
  "IJK",
  null,
  "IVV",
  null,
  null,
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "GEHC",
  "PRU",
  "PFE",
  null,
  "PG",
  "MRK",
  "VZ",
  "AMGN",
  null,
  "IEFA",
  "SCHX",
  null,
  null,
  "NOW",
  "RIO",
  "SHEL",
  "RTX",
  "SPDW",
  "GLD",
  "STX",
  "SAP",
  "BP",
  null,
  null,
  "IBM",
  "SYK",
  "SBUX",
  "CI",
  "TPR",
  "TGT",
  "TM",
  "TMO",
  "TFC",
  "UAL",
  "UL",
  "UPS",
  null,
  "VNQ",
  "VO",
  "VXF",
  "VOE",
  "SCHW",
  "TLN",
  "VWO",
  "VSS",
  null,
  null,
  null,
  null,
  null,
  "VCIT",
  "VIG",
  "TTE",
  "TSCO",
  "ULTA",
  "IWO",
  "IWN",
  "SNY",
  "IEF",
  "GOSS",
  "TSM",
  "GSK",
  null,
  null,
  "EA",
  "K",
  "EW",
  null,
  null,
  "UGI",
  null,
  null,
  "TOL",
  "AMD",
  "SONY",
  "X",
  "AEP",
  null,
  "IDCC",
  null,
  null,
  "AMZN",
  "SCHB",
  null,
  null,
  null,
  null,
  null,
  "IVE",
  null,
  null,
  "ESGD",
  null,
  null,
  null,
  null,
  null,
  "VEU",
  null,
  "VGT",
  "USB",
  "VUG",
  "VEA",
  null,
  "VXUS",
  "VIOG",
  "VGLT",
  null,
  "VBK",
  "BNDX",
  null,
  "BND",
  "VOT",
  "VB",
  "VOO",
  null,
  "VTV",
  "VTRS",
  "V",
  "VKTX",
  "WBD",
  "WMT",
  "WFC",
  null,
  null,
  "YUM",
  "IUSG",
  null,
  null,
  null,
  "CNQ",
  "SCHD",
  "SCHG",
  null,
  "SCHF",
  "KEY",
  null,
  "JCI",
  "SO",
  "SBSW",
  "PPL",
  "PSX",
  "CRM",
  "DIA",
  null,
  null,
  "IUSV",
  null,
  "GEV",
  "OLED",
  "DGRO",
  "GAP",
  null,
  null,
  null,
  "ESGU",
  null,
  "NRG",
  "AME",
  "ADP",
  "BAC",
  "BRK-B",
  "BHP",
  null,
  "BA",
  "BMY",
  "CARR",
  "CAVA",
  "CHEF",
  "CVX",
  "CSCO",
  "C",
  "KO",
  "CTSH",
  "COP",
  "COST",
  "GLW",
  "CSX",
  "DHR",
  "DE",
  null,
  "IJJ",
  "EFA",
  "J",
  "NEE",
  "NKE",
  "MAR",
  "STT",
  "QQQ",
  "IWM",
  "DIS",
  "ELV",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "AWK",
  "MO",
  "XLK",
  "ITOT",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-25
Total Holdings: 324
Total Value: 294204400
Accession Number: 0001909851-25-000002
Form Type: 13F-HR
CIK: morton-brown-family-wealth
Manager Name: Morton-Brown-Family-Wealth

Data Enrichment

74% identified

241 identified83 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

324 positions • $294.2M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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92206C847

VGLT|92206C847

Shares:156

Value:$9.0K

% of Portfolio:0.0% ($9.0K/$294.2M)

316092204

Shares:106

Value:$8.9K

% of Portfolio:0.0% ($8.9K/$294.2M)

JACOBS SOLUTIONS INC.

J|46982L108

Shares:71

Value:$8.6K

% of Portfolio:0.0% ($8.6K/$294.2M)

Freshpet, Inc.

FRPT|358039105

Shares:100

Value:$8.3K

% of Portfolio:0.0% ($8.3K/$294.2M)

78468R739

Shares:174

Value:$8.3K

% of Portfolio:0.0% ($8.3K/$294.2M)

ICON PLC

ICLR|G4705A100

Shares:45

Value:$7.9K

% of Portfolio:0.0% ($7.9K/$294.2M)

464287606

IJK|464287606

Shares:93

Value:$7.7K

% of Portfolio:0.0% ($7.7K/$294.2M)

81369Y605

Shares:154

Value:$7.7K

% of Portfolio:0.0% ($7.7K/$294.2M)

464287309

IVW|464287309

Shares:82

Value:$7.6K

% of Portfolio:0.0% ($7.6K/$294.2M)

AT&T INC.

T|00206R102

Shares:261

Value:$7.4K

% of Portfolio:0.0% ($7.4K/$294.2M)

GENERAL DYNAMICS CORP

GD|369550108

Shares:27

Value:$7.4K

% of Portfolio:0.0% ($7.4K/$294.2M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:14

Value:$7.3K

% of Portfolio:0.0% ($7.3K/$294.2M)

316092808

Shares:45

Value:$7.3K

% of Portfolio:0.0% ($7.3K/$294.2M)

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:100

Value:$7.2K

% of Portfolio:0.0% ($7.2K/$294.2M)

81369Y308

Shares:84

Value:$6.9K

% of Portfolio:0.0% ($6.9K/$294.2M)

46434V613

Shares:147

Value:$6.8K

% of Portfolio:0.0% ($6.8K/$294.2M)

464287705

IJJ|464287705

Shares:56

Value:$6.7K

% of Portfolio:0.0% ($6.7K/$294.2M)

Cigna Group

CI|125523100

Shares:20

Value:$6.7K

% of Portfolio:0.0% ($6.7K/$294.2M)

92204A108

Shares:20

Value:$6.5K

% of Portfolio:0.0% ($6.5K/$294.2M)

CITIGROUP INC

C|172967424

Shares:89

Value:$6.3K

% of Portfolio:0.0% ($6.3K/$294.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VGLTcusip92206C847)	156	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$9.0K	0.0% ($9.0K/$294.2M)	QoQ +4.07% (+$352) YoY -2.74% (-$254)
(cusip316092204)✕	106	QoQ NEW(+106) YoY NEW(+106)	All Managers (Combined)	$8.9K	0.0% ($8.9K/$294.2M)	QoQ NEW(+$8.9K) YoY NEW(+$8.9K)
JACOBS SOLUTIONS INC.(Jcusip46982L108)	71	QoQ 0.00% (-0) YoY NEW(+71)	All Managers (Combined)	$8.6K	0.0% ($8.6K/$294.2M)	QoQ -9.28% (-$881) YoY NEW(+$8.6K)
Freshpet, Inc.(FRPTcusip358039105)	100	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$8.3K	0.0% ($8.3K/$294.2M)	QoQ -43.84% (-$6.5K) YoY -28.21% (-$3.3K)
(cusip78468R739)✕	174	QoQ 0.00% (+0) YoY -73.63% (-486)	All Managers (Combined)	$8.3K	0.0% ($8.3K/$294.2M)	QoQ +0.43% (+$36) YoY -73.54% (-$23.0K)
ICON PLC(ICLRcusipG4705A100)	45	QoQ 0.00% (-0) YoY +200.00% (+30)	All Managers (Combined)	$7.9K	0.0% ($7.9K/$294.2M)	QoQ -16.55% (-$1.6K) YoY +56.28% (+$2.8K)
(IJKcusip464287606)	93	QoQ 0.00% (-0) YoY NEW(+93)	All Managers (Combined)	$7.7K	0.0% ($7.7K/$294.2M)	QoQ -8.40% (-$711) YoY NEW(+$7.7K)
(cusip81369Y605)✕	154	QoQ NEW(+154) YoY NEW(+154)	All Managers (Combined)	$7.7K	0.0% ($7.7K/$294.2M)	QoQ NEW(+$7.7K) YoY NEW(+$7.7K)
(IVWcusip464287309)	82	QoQ 0.00% (-0) YoY NEW(+82)	All Managers (Combined)	$7.6K	0.0% ($7.6K/$294.2M)	QoQ -8.56% (-$713) YoY NEW(+$7.6K)
AT&T INC.(Tcusip00206R102)	261	QoQ -27.70% (-100) YoY -46.40% (-226)	All Managers (Combined)	$7.4K	0.0% ($7.4K/$294.2M)	QoQ -10.27% (-$845) YoY -13.97% (-$1.2K)
GENERAL DYNAMICS CORP(GDcusip369550108)	27	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$7.4K	0.0% ($7.4K/$294.2M)	QoQ +3.45% (+$246) YoY -3.50% (-$267)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	14	QoQ NEW(+14) YoY NEW(+14)	All Managers (Combined)	$7.3K	0.0% ($7.3K/$294.2M)	QoQ NEW(+$7.3K) YoY NEW(+$7.3K)
(cusip316092808)✕	45	QoQ NEW(+45) YoY NEW(+45)	All Managers (Combined)	$7.3K	0.0% ($7.3K/$294.2M)	QoQ NEW(+$7.3K) YoY NEW(+$7.3K)
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	100	QoQ NEW(+100) YoY NEW(+100)	All Managers (Combined)	$7.2K	0.0% ($7.2K/$294.2M)	QoQ NEW(+$7.2K) YoY NEW(+$7.2K)
(cusip81369Y308)✕	84	QoQ 0.00% (+0) YoY NEW(+84)	All Managers (Combined)	$6.9K	0.0% ($6.9K/$294.2M)	QoQ +3.89% (+$257) YoY NEW(+$6.9K)
(cusip46434V613)✕	147	QoQ 0.00% (+0) YoY NEW(+147)	All Managers (Combined)	$6.8K	0.0% ($6.8K/$294.2M)	QoQ +1.95% (+$130) YoY NEW(+$6.8K)
(IJJcusip464287705)	56	QoQ 0.00% (-0) YoY NEW(+56)	All Managers (Combined)	$6.7K	0.0% ($6.7K/$294.2M)	QoQ -4.18% (-$293) YoY NEW(+$6.7K)
Cigna Group(CIcusip125523100)	20	QoQ NEW(+20) YoY NEW(+20)	All Managers (Combined)	$6.7K	0.0% ($6.7K/$294.2M)	QoQ NEW(+$6.7K) YoY NEW(+$6.7K)
(cusip92204A108)✕	20	QoQ 0.00% (-0) YoY NEW(+20)	All Managers (Combined)	$6.5K	0.0% ($6.5K/$294.2M)	QoQ -13.08% (-$978) YoY NEW(+$6.5K)
CITIGROUP INC(Ccusip172967424)	89	QoQ +345.00% (+69) YoY NEW(+89)	All Managers (Combined)	$6.3K	0.0% ($6.3K/$294.2M)	QoQ +348.72% (+$4.9K) YoY NEW(+$6.3K)