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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09290C103

Shares:127

Value:$6.2K

% of Portfolio:0.0% ($6.2K/$294.2M)

46432F339

QUAL|46432F339

Shares:36

Value:$6.2K

% of Portfolio:0.0% ($6.2K/$294.2M)

Elevance Health, Inc.

ELV|036752103

Shares:14

Value:$6.1K

% of Portfolio:0.0% ($6.1K/$294.2M)

Shell plc

SHEL|780259305

Shares:83

Value:$6.1K

% of Portfolio:0.0% ($6.1K/$294.2M)

STRYKER CORP

SYK|863667101

Shares:16

Value:$6.0K

% of Portfolio:0.0% ($6.0K/$294.2M)

Johnson Controls International plc

JCI|G51502105

Shares:73

Value:$5.8K

% of Portfolio:0.0% ($5.8K/$294.2M)

00214Q104

Shares:120

Value:$5.7K

% of Portfolio:0.0% ($5.7K/$294.2M)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:34

Value:$5.6K

% of Portfolio:0.0% ($5.6K/$294.2M)

ELECTRONIC ARTS INC.

EA|285512109

Shares:38

Value:$5.5K

% of Portfolio:0.0% ($5.5K/$294.2M)

UNILEVER PLC

UL|904767704

Shares:91

Value:$5.4K

% of Portfolio:0.0% ($5.4K/$294.2M)

FREEPORT-MCMORAN INC

FCX|35671D857

Shares:139

Value:$5.3K

% of Portfolio:0.0% ($5.3K/$294.2M)

ING GROEP NV

ING|456837103

Shares:268

Value:$5.3K

% of Portfolio:0.0% ($5.3K/$294.2M)

GE HealthCare Technologies Inc.

GEHC|36266G107

Shares:64

Value:$5.2K

% of Portfolio:0.0% ($5.2K/$294.2M)

464288885

EFG|464288885

Shares:51

Value:$5.1K

% of Portfolio:0.0% ($5.1K/$294.2M)

TOYOTA MOTOR CORP/

TM|892331307

Shares:28

Value:$4.9K

% of Portfolio:0.0% ($4.9K/$294.2M)

INTUIT INC.

INTU|461202103

Shares:8

Value:$4.9K

% of Portfolio:0.0% ($4.9K/$294.2M)

Banco Santander, S.A.

SAN|05964H105

Shares:724

Value:$4.9K

% of Portfolio:0.0% ($4.9K/$294.2M)

Arista Networks, Inc.

ANET|040413205

Shares:60

Value:$4.6K

% of Portfolio:0.0% ($4.6K/$294.2M)

HERSHEY CO

HSY|427866108

Shares:27

Value:$4.6K

% of Portfolio:0.0% ($4.6K/$294.2M)

SCHWAB CHARLES CORP

SCHW|808513105

Shares:58

Value:$4.5K

% of Portfolio:0.0% ($4.5K/$294.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip09290C103)✕	127	QoQ 0.00% (-0) YoY NEW(+127)	All Managers (Combined)	$6.2K	0.0% ($6.2K/$294.2M)	QoQ -4.85% (-$316) YoY NEW(+$6.2K)
(QUALcusip46432F339)	36	QoQ 0.00% (-0) YoY NEW(+36)	All Managers (Combined)	$6.2K	0.0% ($6.2K/$294.2M)	QoQ -4.03% (-$259) YoY NEW(+$6.2K)
Elevance Health, Inc.(ELVcusip036752103)	14	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$6.1K	0.0% ($6.1K/$294.2M)	QoQ +17.88% (+$924) YoY -16.12% (-$1.2K)
Shell plc(SHELcusip780259305)	83	QoQ NEW(+83) YoY NEW(+83)	All Managers (Combined)	$6.1K	0.0% ($6.1K/$294.2M)	QoQ NEW(+$6.1K) YoY NEW(+$6.1K)
STRYKER CORP(SYKcusip863667101)	16	QoQ NEW(+16) YoY NEW(+16)	All Managers (Combined)	$6.0K	0.0% ($6.0K/$294.2M)	QoQ NEW(+$6.0K) YoY NEW(+$6.0K)
Johnson Controls International plc(JCIcusipG51502105)	73	QoQ NEW(+73) YoY NEW(+73)	All Managers (Combined)	$5.8K	0.0% ($5.8K/$294.2M)	QoQ NEW(+$5.8K) YoY NEW(+$5.8K)
(cusip00214Q104)✕	120	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$5.7K	0.0% ($5.7K/$294.2M)	QoQ -16.17% (-$1.1K) YoY -4.99% (-$300)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	34	QoQ NEW(+34) YoY NEW(+34)	All Managers (Combined)	$5.6K	0.0% ($5.6K/$294.2M)	QoQ NEW(+$5.6K) YoY NEW(+$5.6K)
ELECTRONIC ARTS INC.(EAcusip285512109)	38	QoQ 0.00% (-0) YoY NEW(+38)	All Managers (Combined)	$5.5K	0.0% ($5.5K/$294.2M)	QoQ -1.20% (-$67) YoY NEW(+$5.5K)
UNILEVER PLC(ULcusip904767704)	91	QoQ NEW(+91) YoY NEW(+91)	All Managers (Combined)	$5.4K	0.0% ($5.4K/$294.2M)	QoQ NEW(+$5.4K) YoY NEW(+$5.4K)
FREEPORT-MCMORAN INC(FCXcusip35671D857)	139	QoQ NEW(+139) YoY NEW(+139)	All Managers (Combined)	$5.3K	0.0% ($5.3K/$294.2M)	QoQ NEW(+$5.3K) YoY NEW(+$5.3K)
ING GROEP NV(INGcusip456837103)	268	QoQ NEW(+268) YoY NEW(+268)	All Managers (Combined)	$5.3K	0.0% ($5.3K/$294.2M)	QoQ NEW(+$5.3K) YoY NEW(+$5.3K)
GE HealthCare Technologies Inc.(GEHCcusip36266G107)	64	QoQ 0.00% (+0) YoY +6.66% (-4)	All Managers (Combined)	$5.2K	0.0% ($5.2K/$294.2M)	QoQ +3.21% (+$161) YoY -5.31% (-$290)
(EFGcusip464288885)	51	QoQ 0.00% (+0) YoY NEW(+51)	All Managers (Combined)	$5.1K	0.0% ($5.1K/$294.2M)	QoQ +3.28% (+$162) YoY NEW(+$5.1K)
TOYOTA MOTOR CORP/(TMcusip892331307)	28	QoQ NEW(+28) YoY NEW(+28)	All Managers (Combined)	$4.9K	0.0% ($4.9K/$294.2M)	QoQ NEW(+$4.9K) YoY NEW(+$4.9K)
INTUIT INC.(INTUcusip461202103)	8	QoQ NEW(+8) YoY NEW(+8)	All Managers (Combined)	$4.9K	0.0% ($4.9K/$294.2M)	QoQ NEW(+$4.9K) YoY NEW(+$4.9K)
Banco Santander, S.A.(SANcusip05964H105)	724	QoQ NEW(+724) YoY NEW(+724)	All Managers (Combined)	$4.9K	0.0% ($4.9K/$294.2M)	QoQ NEW(+$4.9K) YoY NEW(+$4.9K)
Arista Networks, Inc.(ANETcusip040413205)	60	QoQ 0.00% (-0) YoY NEW(+60)	All Managers (Combined)	$4.6K	0.0% ($4.6K/$294.2M)	QoQ -29.90% (-$2.0K) YoY NEW(+$4.6K)
HERSHEY CO(HSYcusip427866108)	27	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$4.6K	0.0% ($4.6K/$294.2M)	QoQ +1.00% (+$46) YoY -12.07% (-$634)
SCHWAB CHARLES CORP(SCHWcusip808513105)	58	QoQ NEW(+58) YoY NEW(+58)	All Managers (Combined)	$4.5K	0.0% ($4.5K/$294.2M)	QoQ NEW(+$4.5K) YoY NEW(+$4.5K)