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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AMERICAN ELECTRIC POWER CO INC

AEP|025537101

Shares:334

Value:$36.5K

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

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:67

Value:$36.4K

% of Portfolio:0.0% ($36.4K/$294.2M)

464288208

Shares:481

Value:$35.6K

% of Portfolio:0.0% ($35.6K/$294.2M)

92204A306

VDE|92204A306

Shares:254

Value:$32.9K

% of Portfolio:0.0% ($32.9K/$294.2M)

EMERSON ELECTRIC CO

EMR|291011104

Shares:300

Value:$32.9K

% of Portfolio:0.0% ($32.9K/$294.2M)

97717Y527

Shares:645

Value:$32.5K

% of Portfolio:0.0% ($32.5K/$294.2M)

808524797

SCHD|808524797

Shares:1.2K

Value:$32.4K

% of Portfolio:0.0% ($32.4K/$294.2M)

92204A876

Shares:189

Value:$32.3K

% of Portfolio:0.0% ($32.3K/$294.2M)

Alphabet Inc.

GOOG|02079K107

Shares:200

Value:$31.2K

% of Portfolio:0.0% ($31.2K/$294.2M)

UNITED PARCEL SERVICE INC

UPS|911312106

Shares:276

Value:$30.4K

% of Portfolio:0.0% ($30.4K/$294.2M)

SOUTHERN CO

SO|842587107

Shares:314

Value:$28.9K

% of Portfolio:0.0% ($28.9K/$294.2M)

CHEVRON CORP

CVX|166764100

Shares:171

Value:$28.6K

% of Portfolio:0.0% ($28.6K/$294.2M)

Tesla, Inc.

TSLA|88160R101

Shares:100

Value:$25.9K

% of Portfolio:0.0% ($25.9K/$294.2M)

Phillips 66

PSX|718546104

Shares:207

Value:$25.6K

% of Portfolio:0.0% ($25.6K/$294.2M)

Talen Energy Corp

TLN|87422Q109

Shares:120

Value:$24.0K

% of Portfolio:0.0% ($24.0K/$294.2M)

464287598

IWD|464287598

Shares:127

Value:$23.9K

% of Portfolio:0.0% ($23.9K/$294.2M)

46641Q332

Shares:408

Value:$23.3K

% of Portfolio:0.0% ($23.3K/$294.2M)

HOME DEPOT, INC.

HD|437076102

Shares:62

Value:$22.7K

% of Portfolio:0.0% ($22.7K/$294.2M)

DEERE & CO

DE|244199105

Shares:47

Value:$22.1K

% of Portfolio:0.0% ($22.1K/$294.2M)

92204A702

VGT|92204A702

Shares:40

Value:$21.7K

% of Portfolio:0.0% ($21.7K/$294.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
AMERICAN ELECTRIC POWER CO INC(AEPcusip025537101)	334	QoQ 0.00% (+0) YoY -21.22% (-90)	All Managers (Combined)	$36.5K	0.0% ($36.5K/$294.2M)	QoQ +18.47% (+$5.7K) YoY -0.02% (-$10)
GOLDMAN SACHS GROUP INC(GScusip38141G104)	67	QoQ +28.84% (+15) YoY +28.84% (+15)	All Managers (Combined)	$36.4K	0.0% ($36.4K/$294.2M)	QoQ +21.40% (+$6.4K) YoY +69.35% (+$14.9K)
(cusip464288208)✕	481	QoQ +0.41% (-2) YoY +1.47% (+7)	All Managers (Combined)	$35.6K	0.0% ($35.6K/$294.2M)	QoQ -2.36% (-$864) YoY +3.25% (+$1.1K)
(VDEcusip92204A306)	254	QoQ NEW(+254) YoY NEW(+254)	All Managers (Combined)	$32.9K	0.0% ($32.9K/$294.2M)	QoQ NEW(+$32.9K) YoY NEW(+$32.9K)
EMERSON ELECTRIC CO(EMRcusip291011104)	300	QoQ 0.00% (-0) YoY NEW(+300)	All Managers (Combined)	$32.9K	0.0% ($32.9K/$294.2M)	QoQ -11.53% (-$4.3K) YoY NEW(+$32.9K)
(cusip97717Y527)✕	645	QoQ NEW(+645) YoY NEW(+645)	All Managers (Combined)	$32.5K	0.0% ($32.5K/$294.2M)	QoQ NEW(+$32.5K) YoY NEW(+$32.5K)
(SCHDcusip808524797)	1.2K	QoQ +0.52% (+6) YoY +414.66% (+933)	All Managers (Combined)	$32.4K	0.0% ($32.4K/$294.2M)	QoQ +2.88% (+$908) YoY +78.48% (+$14.2K)
(cusip92204A876)✕	189	QoQ NEW(+189) YoY NEW(+189)	All Managers (Combined)	$32.3K	0.0% ($32.3K/$294.2M)	QoQ NEW(+$32.3K) YoY NEW(+$32.3K)
Alphabet Inc.(GOOGcusip02079K107)	200	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$31.2K	0.0% ($31.2K/$294.2M)	QoQ -17.96% (-$6.8K) YoY +2.60% (+$794)
UNITED PARCEL SERVICE INC(UPScusip911312106)	276	QoQ 0.00% (-0) YoY -5.47% (-16)	All Managers (Combined)	$30.4K	0.0% ($30.4K/$294.2M)	QoQ -12.77% (-$4.4K) YoY -30.05% (-$13.0K)
SOUTHERN CO(SOcusip842587107)	314	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$28.9K	0.0% ($28.9K/$294.2M)	QoQ +11.69% (+$3.0K) YoY +28.17% (+$6.3K)
CHEVRON CORP(CVXcusip166764100)	171	QoQ +44.91% (+53) YoY +151.47% (+103)	All Managers (Combined)	$28.6K	0.0% ($28.6K/$294.2M)	QoQ +67.38% (+$11.5K) YoY +166.70% (+$17.9K)
Tesla, Inc.(TSLAcusip88160R101)	100	QoQ 0.00% (-0) YoY +334.78% (+77)	All Managers (Combined)	$25.9K	0.0% ($25.9K/$294.2M)	QoQ -35.82% (-$14.5K) YoY +541.00% (+$21.9K)
Phillips 66(PSXcusip718546104)	207	QoQ 0.00% (+0) YoY -4.16% (-9)	All Managers (Combined)	$25.6K	0.0% ($25.6K/$294.2M)	QoQ +8.37% (+$2.0K) YoY -27.55% (-$9.7K)
Talen Energy Corp(TLNcusip87422Q109)	120	QoQ NEW(+120) YoY NEW(+120)	All Managers (Combined)	$24.0K	0.0% ($24.0K/$294.2M)	QoQ NEW(+$24.0K) YoY NEW(+$24.0K)
(IWDcusip464287598)	127	QoQ 0.00% (+0) YoY +17.59% (+19)	All Managers (Combined)	$23.9K	0.0% ($23.9K/$294.2M)	QoQ +1.63% (+$384) YoY +23.53% (+$4.6K)
(cusip46641Q332)✕	408	QoQ +0.24% (-1) YoY NEW(+408)	All Managers (Combined)	$23.3K	0.0% ($23.3K/$294.2M)	QoQ -0.42% (-$99) YoY NEW(+$23.3K)
HOME DEPOT, INC.(HDcusip437076102)	62	QoQ -63.52% (-108) YoY NEW(+62)	All Managers (Combined)	$22.7K	0.0% ($22.7K/$294.2M)	QoQ -65.63% (-$43.4K) YoY NEW(+$22.7K)
DEERE & CO(DEcusip244199105)	47	QoQ NEW(+47) YoY NEW(+47)	All Managers (Combined)	$22.1K	0.0% ($22.1K/$294.2M)	QoQ NEW(+$22.1K) YoY NEW(+$22.1K)
(VGTcusip92204A702)	40	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$21.7K	0.0% ($21.7K/$294.2M)	QoQ -12.77% (-$3.2K) YoY +3.43% (+$721)