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  Name: Morton Brown Family Wealth LLC
  City: ALLENTOWN
  State: PA
  Zip: 18101
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-09-30
  Total Value : $281,382,000
  Total Value Change : $28,043,000
  Securities Held Change : 50
   
All Securities Held : 271
  New Positions : 57
  Closed Positions : 11
  Increased Positions : 57
  Unchanged Positions : 126
  Decreased Positions : 31

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

      57 Records Found
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