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Name: |
Morton Brown Family Wealth LLC |
City: |
ALLENTOWN |
State: |
PA |
Zip: |
18101 |
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Holdings
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57 |
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Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
|
HD |
Home Depot Inc |
85 |
New |
$392.52 |
$69,000 |
170 |
0.02% |
69,000 |
170 |
0 |
Home Improvement Stores |
|
ADP |
Automatic Data Processing Inc |
97 |
New |
$292.78 |
$48,000 |
175 |
0.02% |
48,000 |
175 |
0 |
Business Software & S... |
|
EMR |
Emerson Electric Co |
116 |
New |
$109.02 |
$33,000 |
300 |
0.01% |
33,000 |
300 |
0 |
Industrial Electrical... |
|
CSX |
CSX Corp |
118 |
New |
$33.54 |
$31,000 |
900 |
0.01% |
31,000 |
900 |
0 |
Railroads |
|
ABBV |
Abbvie Inc. |
134 |
New |
$201.50 |
$20,000 |
100 |
0.01% |
20,000 |
100 |
0 |
Drug Manufacturers - ... |
|
FANG |
Diamondback Energy, Inc. |
142 |
New |
$176.65 |
$17,000 |
100 |
0.01% |
17,000 |
100 |
0 |
Independent Oil & Gas |
|
MPC |
Marathon Petroleum Corp |
141 |
New |
$144.76 |
$17,000 |
104 |
0.01% |
17,000 |
104 |
0 |
Oil & Gas Refining, P... |
|
WM |
Waste Management Inc |
147 |
New |
$214.82 |
$16,000 |
75 |
0.01% |
16,000 |
75 |
0 |
Waste Management |
|
XLK |
SPDR Technology Sector |
148 |
New |
$229.61 |
$15,000 |
66 |
0.01% |
15,000 |
66 |
0 |
Closed - End Fund - E... |
|
AXP |
American Express Co |
162 |
New |
$274.08 |
$11,000 |
40 |
0% |
11,000 |
40 |
0 |
Credit Services |
|
CMCSA |
Comcast Corp |
169 |
New |
$42.24 |
$10,000 |
232 |
0% |
10,000 |
232 |
0 |
CATV Systems |
|
IJK |
iShares S&P mC400/BARRA GR |
173 |
New |
$91.69 |
$9,000 |
93 |
0% |
9,000 |
93 |
0 |
Closed - End Fund - E... |
|
VCR |
Vanguard Cnsmr Discre VIPERs |
177 |
New |
$338.39 |
$8,000 |
23 |
0% |
8,000 |
23 |
0 |
Closed - End Fund - E... |
|
PAVE |
Global X Us Infrastructure ... |
176 |
New |
$0.00 |
$8,000 |
187 |
0% |
8,000 |
187 |
0 |
N/A |
|
IVW |
ishares tr S&P 500 BARRA GR |
179 |
New |
$97.93 |
$8,000 |
82 |
0% |
8,000 |
82 |
0 |
Closed - End Fund - E... |
|
IUSB |
Ishares Core Total Usd Bond... |
186 |
New |
$0.00 |
$7,000 |
147 |
0% |
7,000 |
147 |
0 |
N/A |
|
IJJ |
iShares S&P MC 400/BARRA VL |
185 |
New |
$125.15 |
$7,000 |
56 |
0% |
7,000 |
56 |
0 |
Closed - End Fund - E... |
|
XLP |
SPDR Consmr Stpls Sector |
182 |
New |
$80.28 |
$7,000 |
84 |
0% |
7,000 |
84 |
0 |
Closed - End Fund - E... |
|
DYNF |
Blackrock Us Equity Factor ... |
190 |
New |
$50.57 |
$6,000 |
127 |
0% |
6,000 |
127 |
0 |
N/A |
|
WMB |
Williams Companies Inc |
189 |
New |
$52.49 |
$6,000 |
125 |
0% |
6,000 |
125 |
0 |
Oil & Gas Pipelines &... |
|
ANET |
Arista Networks, Inc. |
194 |
New |
$396.00 |
$6,000 |
15 |
0% |
6,000 |
15 |
0 |
Diversified Computer ... |
|
DUK |
Duke Energy Corp |
192 |
New |
$114.00 |
$6,000 |
50 |
0% |
6,000 |
50 |
0 |
Electric Utilities |
|
QUAL |
Ishares Msci Usa Quality Fa... |
191 |
New |
$0.00 |
$6,000 |
36 |
0% |
6,000 |
36 |
0 |
N/A |
|
EFG |
iShares MSCI EAFE Growth ETF |
199 |
New |
$0.00 |
$5,000 |
51 |
0% |
5,000 |
51 |
0 |
Closed - End Fund - E... |
|
OXY |
Occidental Petroleum Corp |
196 |
New |
$50.17 |
$5,000 |
100 |
0% |
5,000 |
100 |
0.002 |
Independent Oil & Gas |
|
ESEA |
Euroseas Ltd |
201 |
New |
$40.75 |
$5,000 |
100 |
0% |
5,000 |
100 |
0 |
Water Transportation |
|
IVE |
iShares S&P 500/BARRA Value |
204 |
New |
$195.89 |
$4,000 |
18 |
0% |
4,000 |
18 |
0 |
Closed - End Fund - E... |
|
ALLY |
Ally Financial Inc |
203 |
New |
$36.10 |
$4,000 |
101 |
0% |
4,000 |
101 |
0 |
Mortgage Investment |
|
ENB |
Enbridge Inc (USA) |
206 |
New |
$40.59 |
$4,000 |
95 |
0% |
4,000 |
95 |
0 |
Oil & Gas Pipelines &... |
|
SYK |
Stryker Corp |
202 |
New |
$363.43 |
$4,000 |
10 |
0% |
4,000 |
10 |
0.001 |
Medical Instruments &... |
|
ENPH |
Enphase Energy, Inc. |
220 |
New |
$82.47 |
$3,000 |
25 |
0% |
3,000 |
25 |
0 |
Semiconductor Equipme... |
|
KMI |
Kinder Morgan Inc |
212 |
New |
$24.84 |
$3,000 |
153 |
0% |
3,000 |
153 |
0 |
Gas Utilities |
|
IYW |
iShares Trust DJ US Sector |
214 |
New |
$155.88 |
$3,000 |
18 |
0% |
3,000 |
18 |
0 |
Closed - End Fund - E... |
|
BP |
BP Plc (ADR) |
218 |
New |
$29.02 |
$3,000 |
100 |
0% |
3,000 |
100 |
0 |
Integrated Oil & Gas |
|
CRWD |
Crowdstrike Holdings, Inc. |
208 |
New |
$307.45 |
$3,000 |
10 |
0% |
3,000 |
10 |
0.001 |
N/A |
|
GSL |
Global Signal Inc |
211 |
New |
$0.72 |
$3,000 |
103 |
0% |
3,000 |
103 |
0 |
Wireless Communications |
|
MGA |
Magna International Inc (USA) |
229 |
New |
$48.34 |
$2,000 |
50 |
0% |
2,000 |
50 |
0 |
Auto Parts |
|
CNQ |
Canadian Natural Resource (... |
221 |
New |
$34.19 |
$2,000 |
50 |
0% |
2,000 |
50 |
0 |
Independent Oil & Gas |
|
EMXC |
Ishares Msci Emerging Marke... |
227 |
New |
$0.00 |
$2,000 |
35 |
0% |
2,000 |
35 |
0 |
N/A |
|
EFV |
iShares MSCI EAFE Value Ind... |
226 |
New |
$0.00 |
$2,000 |
36 |
0% |
2,000 |
36 |
0 |
Closed - End Fund - E... |
|
GAIN |
Gladstone Investment Corp |
247 |
New |
$13.76 |
$1,000 |
52 |
0% |
1,000 |
52 |
0 |
Closed - End Fund - E... |
|
SCHK |
Schwab 1000 Index ETF |
241 |
New |
$27.97 |
$1,000 |
10 |
0% |
1,000 |
10 |
0 |
N/A |
|
ARCC |
Ares Capital Corp |
250 |
New |
$21.34 |
$1,000 |
60 |
0% |
1,000 |
60 |
0 |
Closed - End Fund - Debt |
|
ITOT |
iShares Core S&P Total US |
251 |
New |
$127.08 |
$1,000 |
4 |
0% |
1,000 |
4 |
0 |
Closed - End Fund - E... |
|
XPEV |
Xpeng Inc - ADR |
237 |
New |
$11.35 |
$1,000 |
50 |
0% |
1,000 |
50 |
0 |
N/A |
|
HEFA |
Ishares Currency Hedged Msc... |
248 |
New |
$0.00 |
$1,000 |
28 |
0% |
1,000 |
28 |
0 |
N/A |
|
MBB |
iShares Barclays MBS Bond |
244 |
New |
$92.94 |
$1,000 |
13 |
0% |
1,000 |
13 |
0 |
Closed - End Fund - E... |
|
LILA |
Liberty Global Plc |
235 |
New |
$9.85 |
$1,000 |
101 |
0% |
1,000 |
101 |
0 |
N/A |
|
IFRA |
Ishares Us Infrastructure Etf |
243 |
New |
$0.00 |
$1,000 |
16 |
0% |
1,000 |
16 |
0 |
N/A |
|
ACHR |
Atlas Crest Investment Ord ... |
275 |
New |
$3.28 |
$0 |
104 |
0% |
0 |
104 |
0 |
N/A |
|
KITT |
Nauticus Robotics Ord Shs |
266 |
New |
$0.00 |
$0 |
1 |
0% |
0 |
1 |
0 |
N/A |
|
IOVA |
Iovance Biotherapeutics Inc |
254 |
New |
$11.04 |
$0 |
49 |
0% |
0 |
49 |
0 |
N/A |
|
NAT |
Nordic American Tanker Ship... |
265 |
New |
$3.25 |
$0 |
66 |
0% |
0 |
66 |
0 |
Water Transportation |
|
PTLO |
Portillos Inc. |
264 |
New |
$0.00 |
$0 |
25 |
0% |
0 |
25 |
0 |
N/A |
|
VEU |
Vanguard FTSE All-World ETF |
259 |
New |
$57.31 |
$0 |
3 |
0% |
0 |
3 |
0 |
Closed - End Fund - F... |
|
IWO |
iShares Russell 2000 Growth |
268 |
New |
$285.37 |
$0 |
1 |
0% |
0 |
1 |
0 |
Closed - End Fund - E... |
|
ABCL |
Abcellera Biologics Inc. |
276 |
New |
$0.00 |
$0 |
75 |
0% |
0 |
75 |
0 |
N/A |
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