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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46435G243

Shares:4.1K

Value:$102.5K

% of Portfolio:0.0% ($102.5K/$294.2M)

Air Products & Chemicals, Inc.

APD|009158106

Shares:341

Value:$100.6K

% of Portfolio:0.0% ($100.6K/$294.2M)

Alphabet Inc.

GOOGL|02079K305

Shares:583

Value:$90.2K

% of Portfolio:0.0% ($90.2K/$294.2M)

464287804

IJR|464287804

Shares:856

Value:$89.5K

% of Portfolio:0.0% ($89.5K/$294.2M)

922908652

VXF|922908652

Shares:500

Value:$86.2K

% of Portfolio:0.0% ($86.2K/$294.2M)

AMERIPRISE FINANCIAL INC

AMP|03076C106

Shares:159

Value:$77.0K

% of Portfolio:0.0% ($77.0K/$294.2M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:306

Value:$76.1K

% of Portfolio:0.0% ($76.1K/$294.2M)

808524508

Shares:2.9K

Value:$75.5K

% of Portfolio:0.0% ($75.5K/$294.2M)

NIKE, Inc.

NKE|654106103

Shares:1.1K

Value:$72.2K

% of Portfolio:0.0% ($72.2K/$294.2M)

NEXTERA ENERGY INC

NEE|65339F101

Shares:1.0K

Value:$72.0K

% of Portfolio:0.0% ($72.0K/$294.2M)

UNIVERSAL DISPLAY CORP \PA\

OLED|91347P105

Shares:500

Value:$69.7K

% of Portfolio:0.0% ($69.7K/$294.2M)

SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

DIA|78467X109

Shares:150

Value:$63.0K

% of Portfolio:0.0% ($63.0K/$294.2M)

922908363

VOO|922908363

Shares:120

Value:$61.7K

% of Portfolio:0.0% ($61.7K/$294.2M)

464287671

IUSG|464287671

Shares:471

Value:$59.9K

% of Portfolio:0.0% ($59.9K/$294.2M)

KELLANOVA

K|487836108

Shares:676

Value:$55.8K

% of Portfolio:0.0% ($55.8K/$294.2M)

46434V621

DGRO|46434V621

Shares:899

Value:$55.5K

% of Portfolio:0.0% ($55.5K/$294.2M)

ELI LILLY & Co

LLY|532457108

Shares:66

Value:$54.5K

% of Portfolio:0.0% ($54.5K/$294.2M)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:175

Value:$53.5K

% of Portfolio:0.0% ($53.5K/$294.2M)

464287663

IUSV|464287663

Shares:578

Value:$53.3K

% of Portfolio:0.0% ($53.3K/$294.2M)

STARBUCKS CORP

SBUX|855244109

Shares:541

Value:$53.0K

% of Portfolio:0.0% ($53.0K/$294.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46435G243)✕	4.1K	QoQ +1.63% (+66) YoY +50.90% (+1.4K)	All Managers (Combined)	$102.5K	0.0% ($102.5K/$294.2M)	QoQ +2.82% (+$2.8K) YoY +54.04% (+$36.0K)
Air Products & Chemicals, Inc.(APDcusip009158106)	341	QoQ -88.21% (-2.6K) YoY -88.21% (-2.6K)	All Managers (Combined)	$100.6K	0.0% ($100.6K/$294.2M)	QoQ -88.01% (-$738.5K) YoY -85.65% (-$600.3K)
Alphabet Inc.(GOOGLcusip02079K305)	583	QoQ +53.01% (+202) YoY +108.21% (+303)	All Managers (Combined)	$90.2K	0.0% ($90.2K/$294.2M)	QoQ +25.10% (+$18.1K) YoY +113.34% (+$47.9K)
(IJRcusip464287804)	856	QoQ -1.15% (-10) YoY -11.75% (-114)	All Managers (Combined)	$89.5K	0.0% ($89.5K/$294.2M)	QoQ -10.29% (-$10.3K) YoY -16.50% (-$17.7K)
(VXFcusip922908652)	500	QoQ 0.00% (-0) YoY +5.04% (+24)	All Managers (Combined)	$86.2K	0.0% ($86.2K/$294.2M)	QoQ -9.31% (-$8.8K) YoY +3.26% (+$2.7K)
AMERIPRISE FINANCIAL INC(AMPcusip03076C106)	159	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$77.0K	0.0% ($77.0K/$294.2M)	QoQ -9.07% (-$7.7K) YoY +10.41% (+$7.3K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	306	QoQ +47.82% (+99) YoY +37.21% (+83)	All Managers (Combined)	$76.1K	0.0% ($76.1K/$294.2M)	QoQ +67.21% (+$30.6K) YoY +78.68% (+$33.5K)
(cusip808524508)✕	2.9K	QoQ 0.00% (-0) YoY +200.00% (-1.9K)	All Managers (Combined)	$75.5K	0.0% ($75.5K/$294.2M)	QoQ -5.44% (-$4.3K) YoY -3.47% (-$2.7K)
NIKE, Inc.(NKEcusip654106103)	1.1K	QoQ +2.98% (-33) YoY +2.98% (-33)	All Managers (Combined)	$72.2K	0.0% ($72.2K/$294.2M)	QoQ -13.60% (-$11.4K) YoY -30.43% (-$31.6K)
NEXTERA ENERGY INC(NEEcusip65339F101)	1.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$72.0K	0.0% ($72.0K/$294.2M)	QoQ -1.11% (-$813) YoY +10.92% (+$7.1K)
UNIVERSAL DISPLAY CORP \PA\(OLEDcusip91347P105)	500	QoQ 0.00% (-0) YoY NEW(+500)	All Managers (Combined)	$69.7K	0.0% ($69.7K/$294.2M)	QoQ -4.59% (-$3.4K) YoY NEW(+$69.7K)
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST(DIAcusip78467X109)	150	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$63.0K	0.0% ($63.0K/$294.2M)	QoQ -1.32% (-$843) YoY +5.56% (+$3.3K)
(VOOcusip922908363)	120	QoQ +207.69% (+81) YoY NEW(+120)	All Managers (Combined)	$61.7K	0.0% ($61.7K/$294.2M)	QoQ +193.46% (+$40.7K) YoY NEW(+$61.7K)
(IUSGcusip464287671)	471	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$59.9K	0.0% ($59.9K/$294.2M)	QoQ -8.80% (-$5.8K) YoY +8.42% (+$4.6K)
KELLANOVA(Kcusip487836108)	676	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$55.8K	0.0% ($55.8K/$294.2M)	QoQ +1.87% (+$1.0K) YoY +43.98% (+$17.0K)
(DGROcusip46434V621)	899	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$55.5K	0.0% ($55.5K/$294.2M)	QoQ +0.71% (+$395) YoY +6.40% (+$3.3K)
ELI LILLY & Co(LLYcusip532457108)	66	QoQ -62.71% (-111) YoY +100.00% (+33)	All Managers (Combined)	$54.5K	0.0% ($54.5K/$294.2M)	QoQ -60.10% (-$82.1K) YoY +112.32% (+$28.8K)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	175	QoQ 0.00% (+0) YoY NEW(+175)	All Managers (Combined)	$53.5K	0.0% ($53.5K/$294.2M)	QoQ +4.37% (+$2.2K) YoY NEW(+$53.5K)
(IUSVcusip464287663)	578	QoQ 0.00% (-0) YoY -26.83% (-212)	All Managers (Combined)	$53.3K	0.0% ($53.3K/$294.2M)	QoQ -0.32% (-$173) YoY -25.33% (-$18.1K)
STARBUCKS CORP(SBUXcusip855244109)	541	QoQ +7.12% (+36) YoY +54.13% (+190)	All Managers (Combined)	$53.0K	0.0% ($53.0K/$294.2M)	QoQ +15.12% (+$7.0K) YoY +65.39% (+$21.0K)