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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464289859

Shares:281

Value:$21.5K

% of Portfolio:0.0% ($21.5K/$294.2M)

CONOCOPHILLIPS

COP|20825C104

Shares:204

Value:$21.4K

% of Portfolio:0.0% ($21.4K/$294.2M)

AbbVie Inc.

ABBV|00287Y109

Shares:100

Value:$21.0K

% of Portfolio:0.0% ($21.0K/$294.2M)

UGI CORP /PA/

UGI|902681105

Shares:627

Value:$20.8K

% of Portfolio:0.0% ($20.8K/$294.2M)

464287226

Shares:209

Value:$20.7K

% of Portfolio:0.0% ($20.7K/$294.2M)

464288588

Shares:218

Value:$20.4K

% of Portfolio:0.0% ($20.4K/$294.2M)

Sanofi

SNY|80105N105

Shares:367

Value:$20.4K

% of Portfolio:0.0% ($20.4K/$294.2M)

Alibaba Group Holding Ltd

BABA|01609W102

Shares:150

Value:$19.8K

% of Portfolio:0.0% ($19.8K/$294.2M)

NETFLIX INC

NFLX|64110L106

Shares:21

Value:$19.6K

% of Portfolio:0.0% ($19.6K/$294.2M)

92647X830

Shares:558

Value:$19.1K

% of Portfolio:0.0% ($19.1K/$294.2M)

MORGAN STANLEY

MS|617446448

Shares:155

Value:$18.1K

% of Portfolio:0.0% ($18.1K/$294.2M)

ASTRAZENECA PLC

AZN|046353108

Shares:244

Value:$17.9K

% of Portfolio:0.0% ($17.9K/$294.2M)

Seagate Technology Holdings plc

STX|G7997R103

Shares:211

Value:$17.9K

% of Portfolio:0.0% ($17.9K/$294.2M)

Airbnb, Inc.

ABNB|009066101

Shares:150

Value:$17.9K

% of Portfolio:0.0% ($17.9K/$294.2M)

ABBOTT LABORATORIES

ABT|002824100

Shares:135

Value:$17.9K

% of Portfolio:0.0% ($17.9K/$294.2M)

KEYCORP /NEW/

KEY|493267108

Shares:1.1K

Value:$17.8K

% of Portfolio:0.0% ($17.8K/$294.2M)

25434V815

Shares:615

Value:$17.3K

% of Portfolio:0.0% ($17.3K/$294.2M)

TRUIST FINANCIAL CORP

TFC|89832Q109

Shares:413

Value:$17.0K

% of Portfolio:0.0% ($17.0K/$294.2M)

Merck & Co., Inc.

MRK|58933Y105

Shares:182

Value:$16.3K

% of Portfolio:0.0% ($16.3K/$294.2M)

922908629

VO|922908629

Shares:63

Value:$16.3K

% of Portfolio:0.0% ($16.3K/$294.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464289859)✕	281	QoQ 0.00% (-0) YoY +64.32% (+110)	All Managers (Combined)	$21.5K	0.0% ($21.5K/$294.2M)	QoQ -0.13% (-$30) YoY +71.12% (+$8.9K)
CONOCOPHILLIPS(COPcusip20825C104)	204	QoQ +161.53% (+126) YoY +161.53% (+126)	All Managers (Combined)	$21.4K	0.0% ($21.4K/$294.2M)	QoQ +176.97% (+$13.7K) YoY +115.79% (+$11.5K)
AbbVie Inc.(ABBVcusip00287Y109)	100	QoQ NEW(+100) YoY NEW(+100)	All Managers (Combined)	$21.0K	0.0% ($21.0K/$294.2M)	QoQ NEW(+$21.0K) YoY NEW(+$21.0K)
UGI CORP /PA/(UGIcusip902681105)	627	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$20.8K	0.0% ($20.8K/$294.2M)	QoQ +17.14% (+$3.0K) YoY +34.75% (+$5.4K)
(cusip464287226)✕	209	QoQ NEW(+209) YoY NEW(+209)	All Managers (Combined)	$20.7K	0.0% ($20.7K/$294.2M)	QoQ NEW(+$20.7K) YoY NEW(+$20.7K)
(cusip464288588)✕	218	QoQ +1576.92% (+205) YoY NEW(+218)	All Managers (Combined)	$20.4K	0.0% ($20.4K/$294.2M)	QoQ +1615.10% (+$19.3K) YoY NEW(+$20.4K)
Sanofi(SNYcusip80105N105)	367	QoQ 0.00% (+0) YoY -1.34% (-5)	All Managers (Combined)	$20.4K	0.0% ($20.4K/$294.2M)	QoQ +14.99% (+$2.7K) YoY +12.58% (-$2.3K)
Alibaba Group Holding Ltd(BABAcusip01609W102)	150	QoQ +50.00% (+50) YoY NEW(+150)	All Managers (Combined)	$19.8K	0.0% ($19.8K/$294.2M)	QoQ +133.93% (+$11.4K) YoY NEW(+$19.8K)
NETFLIX INC(NFLXcusip64110L106)	21	QoQ +40.00% (+6) YoY +40.00% (+6)	All Managers (Combined)	$19.6K	0.0% ($19.6K/$294.2M)	QoQ +46.46% (+$6.2K) YoY +114.96% (+$10.5K)
(cusip92647X830)✕	558	QoQ NEW(+558) YoY NEW(+558)	All Managers (Combined)	$19.1K	0.0% ($19.1K/$294.2M)	QoQ NEW(+$19.1K) YoY NEW(+$19.1K)
MORGAN STANLEY(MScusip617446448)	155	QoQ +31.35% (+37) YoY +58.16% (+57)	All Managers (Combined)	$18.1K	0.0% ($18.1K/$294.2M)	QoQ +21.90% (+$3.2K) YoY +95.96% (+$8.9K)
ASTRAZENECA PLC(AZNcusip046353108)	244	QoQ +103.33% (+124) YoY NEW(+244)	All Managers (Combined)	$17.9K	0.0% ($17.9K/$294.2M)	QoQ +128.10% (+$10.1K) YoY NEW(+$17.9K)
Seagate Technology Holdings plc(STXcusipG7997R103)	211	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$17.9K	0.0% ($17.9K/$294.2M)	QoQ -1.57% (-$287) YoY -8.70% (-$1.7K)
Airbnb, Inc.(ABNBcusip009066101)	150	QoQ 0.00% (-0) YoY +50.00% (+50)	All Managers (Combined)	$17.9K	0.0% ($17.9K/$294.2M)	QoQ -9.09% (-$1.8K) YoY +8.62% (+$1.4K)
ABBOTT LABORATORIES(ABTcusip002824100)	135	QoQ NEW(+135) YoY NEW(+135)	All Managers (Combined)	$17.9K	0.0% ($17.9K/$294.2M)	QoQ NEW(+$17.9K) YoY NEW(+$17.9K)
KEYCORP /NEW/(KEYcusip493267108)	1.1K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$17.8K	0.0% ($17.8K/$294.2M)	QoQ -6.70% (-$1.3K) YoY +1.13% (+$201)
(cusip25434V815)✕	615	QoQ -86.48% (-3.9K) YoY NEW(+615)	All Managers (Combined)	$17.3K	0.0% ($17.3K/$294.2M)	QoQ -87.64% (-$122.8K) YoY NEW(+$17.3K)
TRUIST FINANCIAL CORP(TFCcusip89832Q109)	413	QoQ +0.73% (-3) YoY +3.50% (+14)	All Managers (Combined)	$17.0K	0.0% ($17.0K/$294.2M)	QoQ -4.38% (-$780) YoY +9.21% (+$1.4K)
Merck & Co., Inc.(MRKcusip58933Y105)	182	QoQ +1037.50% (+166) YoY +1037.50% (+166)	All Managers (Combined)	$16.3K	0.0% ($16.3K/$294.2M)	QoQ +926.13% (+$14.7K) YoY +673.85% (+$14.2K)
(VOcusip922908629)	63	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$16.3K	0.0% ($16.3K/$294.2M)	QoQ -2.08% (-$347) YoY +3.50% (+$552)