CIK 1909851
Morton Brown Family Wealth, LLC
Institutional 13F holdings & portfolio
Holdings
294
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 201–250 of 294
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | 64 | $1K–$15K | SH |
| PPL | PPL CORP COM | 260 | $1K–$15K | SH |
| GD | GENERAL DYNAMICS CORP COM | 27 | $1K–$15K | SH |
| SIL | GLOBAL X SILVER MINERS ETF | 107 | $1K–$15K | SH |
| PHYS | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR | 259 | $1K–$15K | SH |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | 154 | $1K–$15K | SH |
| UBER | UBER TECHNOLOGIES INC COM | 100 | $1K–$15K | SH |
| VCR | VANGUARD CONSUMER DISCRETIONARY ETF | 20 | $1K–$15K | SH |
| SHM | STATE STREET SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF | 163 | $1K–$15K | SH |
| IBKR | INTERACTIVE BROKERS GROUP INC COM CL A | 116 | $1K–$15K | SH |
| UNH | UNITEDHEALTH GROUP INC COM | 22 | $1K–$15K | SH |
| FCX | FREEPORT-MCMORAN INC CL B | 135 | $1K–$15K | SH |
| T | AT&T INC COM | 263 | $1K–$15K | SH |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | 84 | $1K–$15K | SH |
| V | VISA INC COM CL A | 18 | $1K–$15K | SH |
| DELL | DELL TECHNOLOGIES INC CL C | 50 | $1K–$15K | SH |
| BROS | DUTCH BROS INC CL A | 100 | $1K–$15K | SH |
| FRPT | FRESHPET INC COM | 100 | $1K–$15K | SH |
| KO | COCA COLA CO COM | 85 | $1K–$15K | SH |
| GH | GUARDANT HEALTH INC COM | 58 | $1K–$15K | SH |
| EFG | ISHARES MSCI EAFE GROWTH ETF | 51 | $1K–$15K | SH |
| UTG | REAVES UTIL INCOME FD COM SH BEN INT | 157 | $1K–$15K | SH |
| CI | THE CIGNA GROUP COM | 20 | $1K–$15K | SH |
| FPEI | FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF | 285 | $1K–$15K | SH |
| SNOW | SNOWFLAKE INC COM SHS | 25 | $1K–$15K | SH |
| ICLR | ICON PLC SHS | 30 | $1K–$15K | SH |
| TOST | TOAST INC CL A | 150 | $1K–$15K | SH |
| MP | MP MATERIALS CORP COM CL A | 100 | $1K–$15K | SH |
| HSY | HERSHEY CO COM | 27 | $1K–$15K | SH |
| UBSI | UNITED BANKSHARES INC WEST VA COM | 124 | $1K–$15K | SH |
| MA | MASTERCARD INCORPORATED CL A | 8 | $1K–$15K | SH |
| ADX | ADAMS DIVERSIFIED EQUITY FD COM | 194 | $1K–$15K | SH |
| DMXF | ISHARES ESG ADVANCED MSCI EAFE ETF | 60 | $1K–$15K | SH |
| OPTT | OCEAN PWR TECHNOLOGIES INC COM NEW | 14K | $1K–$15K | SH |
| PANW | PALO ALTO NETWORKS INC COM | 22 | $1K–$15K | SH |
| MO | ALTRIA GROUP INC COM | 60 | $1K–$15K | SH |
| AIQ | GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | 65 | $1K–$15K | SH |
| AMAT | APPLIED MATLS INC COM | 12 | $1K–$15K | SH |
| ULTA | ULTA BEAUTY INC COM | 5 | $1K–$15K | SH |
| MNST | MONSTER BEVERAGE CORP NEW COM | 39 | $1K–$15K | SH |
| CAVA | CAVA GROUP INC COM | 50 | $1K–$15K | SH |
| SPOT | SPOTIFY TECHNOLOGY S A SHS | 5 | $1K–$15K | SH |
| VIOV | VANGUARD S&P SMALL-CAP 600 VALUE ETF | 28 | $1K–$15K | SH |
| GOVT | ISHARES U.S. TREASURY BOND ETF | 113 | $1K–$15K | SH |
| VLUE | ISHARES MSCI USA VALUE FACTOR ETF | 19 | $1K–$15K | SH |
| EFV | ISHARES MSCI EAFE VALUE ETF | 36 | $1K–$15K | SH |
| HUM | HUMANA INC COM | 10 | $1K–$15K | SH |
| LMT | LOCKHEED MARTIN CORP COM | 5 | $1K–$15K | SH |
| SNY | SANOFI SA SPONSORED ADR | 49 | $1K–$15K | SH |
| IIPR | INNOVATIVE INDL PPTYS INC COM | 49 | $1K–$15K | SH |