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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Taysha Gene Therapies, Inc.

TSHA|877619106

Shares:260

Value:$361

% of Portfolio:0.0% ($361/$294.2M)

464288307

Shares:5

Value:$357

% of Portfolio:0.0% ($357/$294.2M)

922908512

VOE|922908512

Shares:2

Value:$321

% of Portfolio:0.0% ($321/$294.2M)

464287648

IWO|464287648

Shares:1

Value:$256

% of Portfolio:0.0% ($256/$294.2M)

CNFinance Holdings Ltd.

CNF|18979T105

Shares:250

Value:$195

% of Portfolio:0.0% ($195/$294.2M)

922042775

VEU|922042775

Shares:3

Value:$182

% of Portfolio:0.0% ($182/$294.2M)

EchoStar CORP

SATS|278768106

Shares:7

Value:$179

% of Portfolio:0.0% ($179/$294.2M)

Sibanye Stillwater Ltd

SBSW|82575P107

Shares:35

Value:$160

% of Portfolio:0.0% ($160/$294.2M)

073463309

Shares:20

Value:$150

% of Portfolio:0.0% ($150/$294.2M)

Viatris Inc

VTRS|92556V106

Shares:12

Value:$105

% of Portfolio:0.0% ($105/$294.2M)

Editas Medicine, Inc.

EDIT|28106W103

Shares:65

Value:$75

% of Portfolio:0.0% ($75/$294.2M)

American Airlines Group Inc.

AAL|02376R102

Shares:7

Value:$74

% of Portfolio:0.0% ($74/$294.2M)

025072703

AVDE|025072703

Shares:1

Value:$66

% of Portfolio:0.0% ($66/$294.2M)

316092139

Shares:2

Value:$63

% of Portfolio:0.0% ($63/$294.2M)

98149E303

Shares:1

Value:$62

% of Portfolio:0.0% ($62/$294.2M)

UNITED STATES STEEL CORP

X|912909108

Shares:1

Value:$43

% of Portfolio:0.0% ($43/$294.2M)

Uniti Group Inc.

UNIT|91325V108

Shares:8

Value:$40

% of Portfolio:0.0% ($40/$294.2M)

M1R79L104

Shares:14

Value:$31

% of Portfolio:0.0% ($31/$294.2M)

46138E545

Shares:1

Value:$31

% of Portfolio:0.0% ($31/$294.2M)

Gossamer Bio, Inc.

GOSS|38341P102

Shares:25

Value:$28

% of Portfolio:0.0% ($28/$294.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Taysha Gene Therapies, Inc.(TSHAcusip877619106)	260	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$361	0.0% ($361/$294.2M)	QoQ -19.77% (-$89) YoY -51.60% (-$385)
(cusip464288307)✕	5	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$357	0.0% ($357/$294.2M)	QoQ -5.55% (-$21) YoY +1.13% (+$4)
(VOEcusip922908512)	2	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$321	0.0% ($321/$294.2M)	QoQ -0.92% (-$3) YoY +2.88% (+$9)
(IWOcusip464287648)	1	QoQ 0.00% (-0) YoY NEW(+1)	All Managers (Combined)	$256	0.0% ($256/$294.2M)	QoQ -11.11% (-$32) YoY NEW(+$256)
CNFinance Holdings Ltd.(CNFcusip18979T105)	250	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$195	0.0% ($195/$294.2M)	QoQ -18.06% (-$43) YoY -62.35% (-$323)
(VEUcusip922042775)	3	QoQ 0.00% (+0) YoY NEW(+3)	All Managers (Combined)	$182	0.0% ($182/$294.2M)	QoQ +5.81% (+$10) YoY NEW(+$182)
EchoStar CORP(SATScusip278768106)	7	QoQ NEW(+7) YoY NEW(+7)	All Managers (Combined)	$179	0.0% ($179/$294.2M)	QoQ NEW(+$179) YoY NEW(+$179)
Sibanye Stillwater Ltd(SBSWcusip82575P107)	35	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$160	0.0% ($160/$294.2M)	QoQ +37.93% (+$44) YoY -3.03% (-$5)
(cusip073463309)✕	20	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$150	0.0% ($150/$294.2M)	QoQ +21.95% (+$27) YoY -21.87% (-$42)
Viatris Inc(VTRScusip92556V106)	12	QoQ 0.00% (-0) YoY NEW(+12)	All Managers (Combined)	$105	0.0% ($105/$294.2M)	QoQ -29.53% (-$44) YoY NEW(+$105)
Editas Medicine, Inc.(EDITcusip28106W103)	65	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$75	0.0% ($75/$294.2M)	QoQ -9.63% (-$8) YoY -84.43% (-$407)
American Airlines Group Inc.(AALcusip02376R102)	7	QoQ 0.00% (-0) YoY -87.50% (-49)	All Managers (Combined)	$74	0.0% ($74/$294.2M)	QoQ -39.34% (-$48) YoY -91.39% (-$786)
(AVDEcusip025072703)	1	QoQ NEW(+1) YoY NEW(+1)	All Managers (Combined)	$66	0.0% ($66/$294.2M)	QoQ NEW(+$66) YoY NEW(+$66)
(cusip316092139)✕	2	QoQ NEW(+2) YoY NEW(+2)	All Managers (Combined)	$63	0.0% ($63/$294.2M)	QoQ NEW(+$63) YoY NEW(+$63)
(cusip98149E303)✕	1	QoQ NEW(+1) YoY NEW(+1)	All Managers (Combined)	$62	0.0% ($62/$294.2M)	QoQ NEW(+$62) YoY NEW(+$62)
UNITED STATES STEEL CORP(Xcusip912909108)	1	QoQ NEW(+1) YoY NEW(+1)	All Managers (Combined)	$43	0.0% ($43/$294.2M)	QoQ NEW(+$43) YoY NEW(+$43)
Uniti Group Inc.(UNITcusip91325V108)	8	QoQ 0.00% (-0) YoY NEW(+8)	All Managers (Combined)	$40	0.0% ($40/$294.2M)	QoQ -9.09% (-$4) YoY NEW(+$40)
(cusipM1R79L104)✕	14	QoQ NEW(+14) YoY NEW(+14)	All Managers (Combined)	$31	0.0% ($31/$294.2M)	QoQ NEW(+$31) YoY NEW(+$31)
(cusip46138E545)✕	1	QoQ NEW(+1) YoY NEW(+1)	All Managers (Combined)	$31	0.0% ($31/$294.2M)	QoQ NEW(+$31) YoY NEW(+$31)
Gossamer Bio, Inc.(GOSScusip38341P102)	25	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$28	0.0% ($28/$294.2M)	QoQ +21.73% (+$5) YoY -6.66% (-$2)