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 9 of 17

Sort by:

82889N699

Shares:548

Value:$16.2K

% of Portfolio:0.0% ($16.2K/$294.2M)

Salesforce, Inc.

CRM|79466L302

Shares:60

Value:$16.1K

% of Portfolio:0.0% ($16.1K/$294.2M)

78464A664

Shares:582

Value:$15.9K

% of Portfolio:0.0% ($15.9K/$294.2M)

CARRIER GLOBAL Corp

CARR|14448C104

Shares:247

Value:$15.7K

% of Portfolio:0.0% ($15.7K/$294.2M)

CUMMINS INC

CMI|231021106

Shares:47

Value:$14.9K

% of Portfolio:0.0% ($14.9K/$294.2M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:324

Value:$14.7K

% of Portfolio:0.0% ($14.7K/$294.2M)

3M CO

MMM|88579Y101

Shares:100

Value:$14.7K

% of Portfolio:0.0% ($14.7K/$294.2M)

GE Vernova Inc.

GEV|36828A101

Shares:47

Value:$14.3K

% of Portfolio:0.0% ($14.3K/$294.2M)

464287523

Shares:75

Value:$14.1K

% of Portfolio:0.0% ($14.1K/$294.2M)

TRACTOR SUPPLY CO /DE/

TSCO|892356106

Shares:251

Value:$13.9K

% of Portfolio:0.0% ($13.9K/$294.2M)

US BANCORP \DE\

USB|902973304

Shares:326

Value:$13.8K

% of Portfolio:0.0% ($13.8K/$294.2M)

81369Y803

XLK|81369Y803

Shares:66

Value:$13.6K

% of Portfolio:0.0% ($13.6K/$294.2M)

97717W547

Shares:164

Value:$13.5K

% of Portfolio:0.0% ($13.5K/$294.2M)

BOEING CO

BA|097023105

Shares:76

Value:$13.0K

% of Portfolio:0.0% ($13.0K/$294.2M)

AMERICAN EXPRESS CO

AXP|025816109

Shares:48

Value:$12.9K

% of Portfolio:0.0% ($12.9K/$294.2M)

TAPESTRY, INC.

TPR|876030107

Shares:181

Value:$12.7K

% of Portfolio:0.0% ($12.7K/$294.2M)

46429B747

Shares:119

Value:$12.3K

% of Portfolio:0.0% ($12.3K/$294.2M)

33739E108

Shares:700

Value:$12.3K

% of Portfolio:0.0% ($12.3K/$294.2M)

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:200

Value:$12.2K

% of Portfolio:0.0% ($12.2K/$294.2M)

97717Y683

Shares:620

Value:$12.2K

% of Portfolio:0.0% ($12.2K/$294.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip82889N699)✕	548	QoQ NEW(+548) YoY NEW(+548)	All Managers (Combined)	$16.2K	0.0% ($16.2K/$294.2M)	QoQ NEW(+$16.2K) YoY NEW(+$16.2K)
Salesforce, Inc.(CRMcusip79466L302)	60	QoQ +42.85% (+18) YoY +42.85% (+18)	All Managers (Combined)	$16.1K	0.0% ($16.1K/$294.2M)	QoQ +14.67% (+$2.1K) YoY +27.28% (+$3.5K)
(cusip78464A664)✕	582	QoQ NEW(+582) YoY NEW(+582)	All Managers (Combined)	$15.9K	0.0% ($15.9K/$294.2M)	QoQ NEW(+$15.9K) YoY NEW(+$15.9K)
CARRIER GLOBAL Corp(CARRcusip14448C104)	247	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$15.7K	0.0% ($15.7K/$294.2M)	QoQ -7.11% (-$1.2K) YoY +9.06% (+$1.3K)
CUMMINS INC(CMIcusip231021106)	47	QoQ NEW(+47) YoY NEW(+47)	All Managers (Combined)	$14.9K	0.0% ($14.9K/$294.2M)	QoQ NEW(+$14.9K) YoY NEW(+$14.9K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	324	QoQ -13.60% (-51) YoY -13.60% (-51)	All Managers (Combined)	$14.7K	0.0% ($14.7K/$294.2M)	QoQ -1.99% (-$299) YoY -6.59% (-$1.0K)
3M CO(MMMcusip88579Y101)	100	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$14.7K	0.0% ($14.7K/$294.2M)	QoQ +13.76% (+$1.8K) YoY +38.45% (+$4.1K)
GE Vernova Inc.(GEVcusip36828A101)	47	QoQ 0.00% (-0) YoY NEW(+47)	All Managers (Combined)	$14.3K	0.0% ($14.3K/$294.2M)	QoQ -7.19% (-$1.1K) YoY NEW(+$14.3K)
(cusip464287523)✕	75	QoQ NEW(+75) YoY NEW(+75)	All Managers (Combined)	$14.1K	0.0% ($14.1K/$294.2M)	QoQ NEW(+$14.1K) YoY NEW(+$14.1K)
TRACTOR SUPPLY CO /DE/(TSCOcusip892356106)	251	QoQ NEW(+251) YoY NEW(+251)	All Managers (Combined)	$13.9K	0.0% ($13.9K/$294.2M)	QoQ NEW(+$13.9K) YoY NEW(+$13.9K)
US BANCORP \DE\(USBcusip902973304)	326	QoQ +0.92% (-3) YoY +4.48% (-14)	All Managers (Combined)	$13.8K	0.0% ($13.8K/$294.2M)	QoQ -10.85% (-$1.7K) YoY -1.36% (-$190)
(XLKcusip81369Y803)	66	QoQ 0.00% (-0) YoY NEW(+66)	All Managers (Combined)	$13.6K	0.0% ($13.6K/$294.2M)	QoQ -11.19% (-$1.7K) YoY NEW(+$13.6K)
(cusip97717W547)✕	164	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$13.5K	0.0% ($13.5K/$294.2M)	QoQ -1.68% (-$231) YoY +8.68% (+$1.1K)
BOEING CO(BAcusip097023105)	76	QoQ +26.66% (+16) YoY NEW(+76)	All Managers (Combined)	$13.0K	0.0% ($13.0K/$294.2M)	QoQ +22.05% (+$2.3K) YoY NEW(+$13.0K)
AMERICAN EXPRESS CO(AXPcusip025816109)	48	QoQ +20.00% (+8) YoY NEW(+48)	All Managers (Combined)	$12.9K	0.0% ($12.9K/$294.2M)	QoQ +8.77% (+$1.0K) YoY NEW(+$12.9K)
TAPESTRY, INC.(TPRcusip876030107)	181	QoQ +0.55% (+1) YoY NEW(+181)	All Managers (Combined)	$12.7K	0.0% ($12.7K/$294.2M)	QoQ +8.28% (+$974) YoY NEW(+$12.7K)
(cusip46429B747)✕	119	QoQ -87.55% (-837) YoY -96.75% (-3.5K)	All Managers (Combined)	$12.3K	0.0% ($12.3K/$294.2M)	QoQ -87.19% (-$83.9K) YoY -96.62% (-$352.4K)
(cusip33739E108)✕	700	QoQ 0.00% (-0) YoY -16.66% (-140)	All Managers (Combined)	$12.3K	0.0% ($12.3K/$294.2M)	QoQ -0.62% (-$77) YoY -15.36% (-$2.2K)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	200	QoQ 0.00% (+0) YoY NEW(+200)	All Managers (Combined)	$12.2K	0.0% ($12.2K/$294.2M)	QoQ +7.83% (+$886) YoY NEW(+$12.2K)
(cusip97717Y683)✕	620	QoQ NEW(+620) YoY NEW(+620)	All Managers (Combined)	$12.2K	0.0% ($12.2K/$294.2M)	QoQ NEW(+$12.2K) YoY NEW(+$12.2K)