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

Page 15 of 17

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46432F388

Shares:19

Value:$2.0K

% of Portfolio:0.0% ($2.0K/$294.2M)

46434G764

EMXC|46434G764

Shares:35

Value:$1.9K

% of Portfolio:0.0% ($1.9K/$294.2M)

DANAHER CORP /DE/

DHR|235851102

Shares:9

Value:$1.8K

% of Portfolio:0.0% ($1.8K/$294.2M)

Ulta Beauty, Inc.

ULTA|90384S303

Shares:5

Value:$1.8K

% of Portfolio:0.0% ($1.8K/$294.2M)

Chefs' Warehouse, Inc.

CHEF|163086101

Shares:32

Value:$1.7K

% of Portfolio:0.0% ($1.7K/$294.2M)

APPLIED MATERIALS INC /DE

AMAT|038222105

Shares:12

Value:$1.7K

% of Portfolio:0.0% ($1.7K/$294.2M)

Medtronic plc

MDT|G5960L103

Shares:19

Value:$1.7K

% of Portfolio:0.0% ($1.7K/$294.2M)

AMETEK INC/

AME|031100100

Shares:9

Value:$1.5K

% of Portfolio:0.0% ($1.5K/$294.2M)

Edwards Lifesciences Corp

EW|28176E108

Shares:20

Value:$1.4K

% of Portfolio:0.0% ($1.4K/$294.2M)

United Airlines Holdings, Inc.

UAL|910047109

Shares:20

Value:$1.4K

% of Portfolio:0.0% ($1.4K/$294.2M)

YUM BRANDS INC

YUM|988498101

Shares:8

Value:$1.3K

% of Portfolio:0.0% ($1.3K/$294.2M)

464287432

Shares:13

Value:$1.2K

% of Portfolio:0.0% ($1.2K/$294.2M)

TARGET CORP

TGT|87612E106

Shares:10

Value:$1.0K

% of Portfolio:0.0% ($1.0K/$294.2M)

46434V803

HEFA|46434V803

Shares:28

Value:$1.0K

% of Portfolio:0.0% ($1.0K/$294.2M)

46435U713

Shares:16

Value:$721

% of Portfolio:0.0% ($721/$294.2M)

921937835

BND|921937835

Shares:9

Value:$661

% of Portfolio:0.0% ($661/$294.2M)

Warner Bros. Discovery, Inc.

WBD|934423104

Shares:59

Value:$633

% of Portfolio:0.0% ($633/$294.2M)

Jazz Pharmaceuticals plc

JAZZ|G50871105

Shares:5

Value:$621

% of Portfolio:0.0% ($621/$294.2M)

464288257

Shares:4

Value:$466

% of Portfolio:0.0% ($466/$294.2M)

53656G498

Shares:8

Value:$370

% of Portfolio:0.0% ($370/$294.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46432F388)✕	19	QoQ 0.00% (+0) YoY -17.39% (-4)	All Managers (Combined)	$2.0K	0.0% ($2.0K/$294.2M)	QoQ +0.94% (+$19) YoY -18.66% (-$465)
(EMXCcusip46434G764)	35	QoQ 0.00% (-0) YoY NEW(+35)	All Managers (Combined)	$1.9K	0.0% ($1.9K/$294.2M)	QoQ -0.66% (-$13) YoY NEW(+$1.9K)
DANAHER CORP /DE/(DHRcusip235851102)	9	QoQ NEW(+9) YoY NEW(+9)	All Managers (Combined)	$1.8K	0.0% ($1.8K/$294.2M)	QoQ NEW(+$1.8K) YoY NEW(+$1.8K)
Ulta Beauty, Inc.(ULTAcusip90384S303)	5	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$1.8K	0.0% ($1.8K/$294.2M)	QoQ -15.72% (-$342) YoY -29.87% (-$781)
Chefs' Warehouse, Inc.(CHEFcusip163086101)	32	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$1.7K	0.0% ($1.7K/$294.2M)	QoQ +10.45% (+$165) YoY +44.64% (+$538)
APPLIED MATERIALS INC /DE(AMATcusip038222105)	12	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$1.7K	0.0% ($1.7K/$294.2M)	QoQ -10.80% (-$211) YoY -29.65% (-$734)
Medtronic plc(MDTcusipG5960L103)	19	QoQ NEW(+19) YoY NEW(+19)	All Managers (Combined)	$1.7K	0.0% ($1.7K/$294.2M)	QoQ NEW(+$1.7K) YoY NEW(+$1.7K)
AMETEK INC/(AMEcusip031100100)	9	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$1.5K	0.0% ($1.5K/$294.2M)	QoQ -4.50% (-$73) YoY -5.89% (-$97)
Edwards Lifesciences Corp(EWcusip28176E108)	20	QoQ NEW(+20) YoY NEW(+20)	All Managers (Combined)	$1.4K	0.0% ($1.4K/$294.2M)	QoQ NEW(+$1.4K) YoY NEW(+$1.4K)
United Airlines Holdings, Inc.(UALcusip910047109)	20	QoQ 0.00% (-0) YoY NEW(+20)	All Managers (Combined)	$1.4K	0.0% ($1.4K/$294.2M)	QoQ -28.88% (-$561) YoY NEW(+$1.4K)
YUM BRANDS INC(YUMcusip988498101)	8	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$1.3K	0.0% ($1.3K/$294.2M)	QoQ +17.33% (+$186) YoY +13.52% (+$150)
(cusip464287432)✕	13	QoQ 0.00% (+0) YoY +1200.00% (+12)	All Managers (Combined)	$1.2K	0.0% ($1.2K/$294.2M)	QoQ +4.22% (+$48) YoY +1145.26% (+$1.1K)
TARGET CORP(TGTcusip87612E106)	10	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$1.0K	0.0% ($1.0K/$294.2M)	QoQ -22.78% (-$308) YoY -41.08% (-$728)
(HEFAcusip46434V803)	28	QoQ 0.00% (+0) YoY NEW(+28)	All Managers (Combined)	$1.0K	0.0% ($1.0K/$294.2M)	QoQ +4.41% (+$43) YoY NEW(+$1.0K)
(cusip46435U713)✕	16	QoQ 0.00% (-0) YoY NEW(+16)	All Managers (Combined)	$721	0.0% ($721/$294.2M)	QoQ -2.69% (-$20) YoY NEW(+$721)
(BNDcusip921937835)	9	QoQ 0.00% (+0) YoY +50.00% (+3)	All Managers (Combined)	$661	0.0% ($661/$294.2M)	QoQ +2.16% (+$14) YoY +51.60% (+$225)
Warner Bros. Discovery, Inc.(WBDcusip934423104)	59	QoQ 0.00% (+0) YoY -34.44% (-31)	All Managers (Combined)	$633	0.0% ($633/$294.2M)	QoQ +1.44% (+$9) YoY -19.46% (-$153)
Jazz Pharmaceuticals plc(JAZZcusipG50871105)	5	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$621	0.0% ($621/$294.2M)	QoQ +0.81% (+$5) YoY +3.15% (+$19)
(cusip464288257)✕	4	QoQ 0.00% (-0) YoY NEW(+4)	All Managers (Combined)	$466	0.0% ($466/$294.2M)	QoQ -0.85% (-$4) YoY NEW(+$466)
(cusip53656G498)✕	8	QoQ NEW(+8) YoY NEW(+8)	All Managers (Combined)	$370	0.0% ($370/$294.2M)	QoQ NEW(+$370) YoY NEW(+$370)