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 6 of 17

Sort by:

922908736

VUG|922908736

Shares:143

Value:$53.0K

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

Mondelez International, Inc.

MDLZ|609207105

Shares:761

Value:$51.6K

% of Portfolio:0.0% ($51.6K/$294.2M)

921908844

VIG|921908844

Shares:262

Value:$50.8K

% of Portfolio:0.0% ($50.8K/$294.2M)

81369Y209

Shares:337

Value:$49.2K

% of Portfolio:0.0% ($49.2K/$294.2M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:51

Value:$48.6K

% of Portfolio:0.0% ($48.6K/$294.2M)

CORNING INC /NY

GLW|219350105

Shares:1.0K

Value:$45.8K

% of Portfolio:0.0% ($45.8K/$294.2M)

922908744

VTV|922908744

Shares:265

Value:$45.8K

% of Portfolio:0.0% ($45.8K/$294.2M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:704

Value:$43.4K

% of Portfolio:0.0% ($43.4K/$294.2M)

PROCTER & GAMBLE Co

PG|742718109

Shares:251

Value:$42.8K

% of Portfolio:0.0% ($42.8K/$294.2M)

GILEAD SCIENCES, INC.

GILD|375558103

Shares:379

Value:$42.4K

% of Portfolio:0.0% ($42.4K/$294.2M)

85207H104

Shares:1.8K

Value:$42.2K

% of Portfolio:0.0% ($42.2K/$294.2M)

464287440

IEF|464287440

Shares:440

Value:$42.0K

% of Portfolio:0.0% ($42.0K/$294.2M)

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:406

Value:$41.7K

% of Portfolio:0.0% ($41.7K/$294.2M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:162

Value:$39.7K

% of Portfolio:0.0% ($39.7K/$294.2M)

GENERAL ELECTRIC CO

GE|369604301

Shares:192

Value:$38.4K

% of Portfolio:0.0% ($38.4K/$294.2M)

PEPSICO INC

PEP|713448108

Shares:256

Value:$38.4K

% of Portfolio:0.0% ($38.4K/$294.2M)

OMNICOM GROUP INC.

OMC|681919106

Shares:459

Value:$38.1K

% of Portfolio:0.0% ($38.1K/$294.2M)

82889N764

Shares:1.3K

Value:$37.5K

% of Portfolio:0.0% ($37.5K/$294.2M)

COGNIZANT TECHNOLOGY SOLUTIONS CORP

CTSH|192446102

Shares:482

Value:$36.9K

% of Portfolio:0.0% ($36.9K/$294.2M)

PFIZER INC

PFE|717081103

Shares:1.4K

Value:$36.5K

% of Portfolio:0.0% ($36.5K/$294.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VUGcusip922908736)	143	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$53.0K	0.0% ($53.0K/$294.2M)	QoQ -9.65% (-$5.7K) YoY +7.73% (+$3.8K)
Mondelez International, Inc.(MDLZcusip609207105)	761	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$51.6K	0.0% ($51.6K/$294.2M)	QoQ +13.59% (+$6.2K) YoY -3.07% (-$1.6K)
(VIGcusip921908844)	262	QoQ +0.38% (-1) YoY +670.58% (+228)	All Managers (Combined)	$50.8K	0.0% ($50.8K/$294.2M)	QoQ -0.51% (-$263) YoY +717.73% (+$44.6K)
(cusip81369Y209)✕	337	QoQ +36.99% (+91) YoY +38.68% (+94)	All Managers (Combined)	$49.2K	0.0% ($49.2K/$294.2M)	QoQ +45.29% (+$15.3K) YoY +36.95% (+$13.3K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	51	QoQ +13.33% (+6) YoY +13.33% (+6)	All Managers (Combined)	$48.6K	0.0% ($48.6K/$294.2M)	QoQ +16.95% (+$7.0K) YoY +46.67% (+$15.5K)
CORNING INC /NY(GLWcusip219350105)	1.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$45.8K	0.0% ($45.8K/$294.2M)	QoQ -3.66% (-$1.7K) YoY +38.89% (+$12.8K)
(VTVcusip922908744)	265	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$45.8K	0.0% ($45.8K/$294.2M)	QoQ +2.03% (+$911) YoY +6.06% (+$2.6K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	704	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$43.4K	0.0% ($43.4K/$294.2M)	QoQ +4.23% (+$1.8K) YoY +23.64% (+$8.3K)
PROCTER & GAMBLE Co(PGcusip742718109)	251	QoQ +84.55% (+115) YoY +84.55% (+115)	All Managers (Combined)	$42.8K	0.0% ($42.8K/$294.2M)	QoQ +87.60% (+$20.0K) YoY +93.85% (+$20.7K)
GILEAD SCIENCES, INC.(GILDcusip375558103)	379	QoQ +0.79% (+3) YoY NEW(+379)	All Managers (Combined)	$42.4K	0.0% ($42.4K/$294.2M)	QoQ +22.16% (+$7.7K) YoY NEW(+$42.4K)
(cusip85207H104)✕	1.8K	QoQ NEW(+1.8K) YoY NEW(+1.8K)	All Managers (Combined)	$42.2K	0.0% ($42.2K/$294.2M)	QoQ NEW(+$42.2K) YoY NEW(+$42.2K)
(IEFcusip464287440)	440	QoQ NEW(+440) YoY NEW(+440)	All Managers (Combined)	$42.0K	0.0% ($42.0K/$294.2M)	QoQ NEW(+$42.0K) YoY NEW(+$42.0K)
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	406	QoQ +16.00% (-56) YoY +351.11% (+316)	All Managers (Combined)	$41.7K	0.0% ($41.7K/$294.2M)	QoQ -1.33% (-$565) YoY +156.78% (+$25.5K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	162	QoQ +20.89% (+28) YoY +40.86% (+47)	All Managers (Combined)	$39.7K	0.0% ($39.7K/$294.2M)	QoQ +23.24% (+$7.5K) YoY +72.87% (+$16.7K)
GENERAL ELECTRIC CO(GEcusip369604301)	192	QoQ 0.00% (+0) YoY +6.66% (+12)	All Managers (Combined)	$38.4K	0.0% ($38.4K/$294.2M)	QoQ +20.00% (+$6.4K) YoY +21.63% (+$6.8K)
PEPSICO INC(PEPcusip713448108)	256	QoQ +9.87% (+23) YoY +9.87% (-23)	All Managers (Combined)	$38.4K	0.0% ($38.4K/$294.2M)	QoQ +8.34% (+$3.0K) YoY -5.86% (-$2.4K)
OMNICOM GROUP INC.(OMCcusip681919106)	459	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$38.1K	0.0% ($38.1K/$294.2M)	QoQ -3.63% (-$1.4K) YoY -14.31% (-$6.4K)
(cusip82889N764)✕	1.3K	QoQ NEW(+1.3K) YoY NEW(+1.3K)	All Managers (Combined)	$37.5K	0.0% ($37.5K/$294.2M)	QoQ NEW(+$37.5K) YoY NEW(+$37.5K)
COGNIZANT TECHNOLOGY SOLUTIONS CORP(CTSHcusip192446102)	482	QoQ +0.41% (-2) YoY NEW(+482)	All Managers (Combined)	$36.9K	0.0% ($36.9K/$294.2M)	QoQ -0.15% (-$58) YoY NEW(+$36.9K)
PFIZER INC(PFEcusip717081103)	1.4K	QoQ +10.42% (+136) YoY -49.52% (-1.4K)	All Managers (Combined)	$36.5K	0.0% ($36.5K/$294.2M)	QoQ +5.52% (+$1.9K) YoY -53.89% (-$42.7K)