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 3 of 17

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InterDigital, Inc.

IDCC|45867G101

Shares:1.6K

Value:$320.5K

% of Portfolio:0.1% ($320.5K/$294.2M)

464286533

Shares:5.5K

Value:$318.6K

% of Portfolio:0.1% ($318.6K/$294.2M)

MCDONALDS CORP

MCD|580135101

Shares:959

Value:$299.6K

% of Portfolio:0.1% ($299.6K/$294.2M)

922908553

VNQ|922908553

Shares:3.1K

Value:$276.3K

% of Portfolio:0.1% ($276.3K/$294.2M)

464287507

IJH|464287507

Shares:4.7K

Value:$274.4K

% of Portfolio:0.1% ($274.4K/$294.2M)

808524201

SCHX|808524201

Shares:12.3K

Value:$272.4K

% of Portfolio:0.1% ($272.4K/$294.2M)

464287614

IWF|464287614

Shares:712

Value:$256.9K

% of Portfolio:0.1% ($256.9K/$294.2M)

78463X889

SPDW|78463X889

Shares:6.8K

Value:$249.4K

% of Portfolio:0.1% ($249.4K/$294.2M)

808524300

SCHG|808524300

Shares:9.4K

Value:$234.8K

% of Portfolio:0.1% ($234.8K/$294.2M)

Walt Disney Co

DIS|254687106

Shares:2.3K

Value:$231.4K

% of Portfolio:0.1% ($231.4K/$294.2M)

46434G863

Shares:6.4K

Value:$224.7K

% of Portfolio:0.1% ($224.7K/$294.2M)

464287879

Shares:2.3K

Value:$224.6K

% of Portfolio:0.1% ($224.6K/$294.2M)

808524698

Shares:9.9K

Value:$222.2K

% of Portfolio:0.1% ($222.2K/$294.2M)

464287150

ITOT|464287150

Shares:1.8K

Value:$214.3K

% of Portfolio:0.1% ($214.3K/$294.2M)

46435U663

Shares:5.4K

Value:$209.2K

% of Portfolio:0.1% ($209.2K/$294.2M)

AMGEN INC

AMGN|031162100

Shares:670

Value:$208.7K

% of Portfolio:0.1% ($208.7K/$294.2M)

33739H101

Shares:8.2K

Value:$208.0K

% of Portfolio:0.1% ($208.0K/$294.2M)

MARRIOTT INTERNATIONAL INC /MD/

MAR|571903202

Shares:793

Value:$188.9K

% of Portfolio:0.1% ($188.9K/$294.2M)

921932869

Shares:1.8K

Value:$180.5K

% of Portfolio:0.1% ($180.5K/$294.2M)

QUALCOMM INC/DE

QCOM|747525103

Shares:1.2K

Value:$177.6K

% of Portfolio:0.1% ($177.6K/$294.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
InterDigital, Inc.(IDCCcusip45867G101)	1.6K	QoQ 0.00% (+0) YoY NEW(+1.6K)	All Managers (Combined)	$320.5K	0.1% ($320.5K/$294.2M)	QoQ +6.72% (+$20.2K) YoY NEW(+$320.5K)
(cusip464286533)✕	5.5K	QoQ -16.08% (-1.0K) YoY -33.15% (-2.7K)	All Managers (Combined)	$318.6K	0.1% ($318.6K/$294.2M)	QoQ -15.58% (-$58.8K) YoY -31.09% (-$143.7K)
MCDONALDS CORP(MCDcusip580135101)	959	QoQ +0.10% (+1) YoY -12.81% (-141)	All Managers (Combined)	$299.6K	0.1% ($299.6K/$294.2M)	QoQ +7.90% (+$22.0K) YoY -3.45% (-$10.7K)
(VNQcusip922908553)	3.1K	QoQ +2.27% (+68) YoY +3.00% (+89)	All Managers (Combined)	$276.3K	0.1% ($276.3K/$294.2M)	QoQ +3.94% (+$10.5K) YoY +7.82% (+$20.1K)
(IJHcusip464287507)	4.7K	QoQ -24.57% (-1.5K) YoY -44.61% (-3.8K)	All Managers (Combined)	$274.4K	0.1% ($274.4K/$294.2M)	QoQ -29.36% (-$114.1K) YoY -46.79% (-$241.3K)
(SCHXcusip808524201)	12.3K	QoQ 0.00% (-0) YoY +200.00% (+8.2K)	All Managers (Combined)	$272.4K	0.1% ($272.4K/$294.2M)	QoQ -4.74% (-$13.6K) YoY +6.73% (+$17.2K)
(IWFcusip464287614)	712	QoQ 0.00% (-0) YoY +0.42% (+3)	All Managers (Combined)	$256.9K	0.1% ($256.9K/$294.2M)	QoQ -10.08% (-$28.8K) YoY +7.58% (+$18.1K)
(SPDWcusip78463X889)	6.8K	QoQ -7.51% (-557) YoY NEW(+6.8K)	All Managers (Combined)	$249.4K	0.1% ($249.4K/$294.2M)	QoQ -1.34% (-$3.4K) YoY NEW(+$249.4K)
(SCHGcusip808524300)	9.4K	QoQ 0.00% (-0) YoY +339.15% (+7.2K)	All Managers (Combined)	$234.8K	0.1% ($234.8K/$294.2M)	QoQ -10.15% (-$26.5K) YoY +18.59% (+$36.8K)
Walt Disney Co(DIScusip254687106)	2.3K	QoQ 0.00% (-0) YoY +81.84% (+1.1K)	All Managers (Combined)	$231.4K	0.1% ($231.4K/$294.2M)	QoQ -11.36% (-$29.7K) YoY +46.68% (+$73.6K)
(cusip46434G863)✕	6.4K	QoQ +0.20% (+13) YoY -8.35% (-586)	All Managers (Combined)	$224.7K	0.1% ($224.7K/$294.2M)	QoQ +4.88% (+$10.5K) YoY -0.62% (-$1.4K)
(cusip464287879)✕	2.3K	QoQ 0.00% (-0) YoY -21.41% (-628)	All Managers (Combined)	$224.6K	0.1% ($224.6K/$294.2M)	QoQ -10.24% (-$25.6K) YoY -25.45% (-$76.7K)
(cusip808524698)✕	9.9K	QoQ -36.74% (-5.7K) YoY NEW(+9.9K)	All Managers (Combined)	$222.2K	0.1% ($222.2K/$294.2M)	QoQ -35.62% (-$122.9K) YoY NEW(+$222.2K)
(ITOTcusip464287150)	1.8K	QoQ +0.05% (-1) YoY NEW(+1.8K)	All Managers (Combined)	$214.3K	0.1% ($214.3K/$294.2M)	QoQ -5.07% (-$11.5K) YoY NEW(+$214.3K)
(cusip46435U663)✕	5.4K	QoQ +0.27% (-15) YoY -12.82% (-801)	All Managers (Combined)	$209.2K	0.1% ($209.2K/$294.2M)	QoQ -8.40% (-$19.2K) YoY -16.84% (-$42.4K)
AMGEN INC(AMGNcusip031162100)	670	QoQ 0.00% (+0) YoY -1.90% (-13)	All Managers (Combined)	$208.7K	0.1% ($208.7K/$294.2M)	QoQ +19.53% (+$34.1K) YoY +7.49% (-$14.5K)
(cusip33739H101)✕	8.2K	QoQ -22.94% (-2.4K) YoY -27.47% (-3.1K)	All Managers (Combined)	$208.0K	0.1% ($208.0K/$294.2M)	QoQ -17.82% (-$45.1K) YoY -21.96% (-$58.6K)
MARRIOTT INTERNATIONAL INC /MD/(MARcusip571903202)	793	QoQ 0.00% (-0) YoY +4.47% (-34)	All Managers (Combined)	$188.9K	0.1% ($188.9K/$294.2M)	QoQ -14.60% (-$32.3K) YoY -1.36% (-$2.6K)
(cusip921932869)✕	1.8K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$180.5K	0.1% ($180.5K/$294.2M)	QoQ -8.44% (-$16.7K) YoY -9.06% (-$18.0K)
QUALCOMM INC/DE(QCOMcusip747525103)	1.2K	QoQ 0.00% (-0) YoY -3.18% (-38)	All Managers (Combined)	$177.6K	0.1% ($177.6K/$294.2M)	QoQ 0.00% (-$12) YoY -12.15% (-$24.6K)