Morton Brown Family Wealth Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Schwab US Broad Market ETF
SCHB
|
+$2.54M |
| 2 |
Avantis International Small Cap Value ETF
AVDV
|
+$2.13M |
| 3 |
iShares National Muni Bond ETF
MUB
|
+$1.34M |
| 4 |
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
|
+$1.28M |
| 5 |
Avantis Emerging Markets Equity ETF
AVEM
|
+$1.26M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Schwab International Small-Cap Equity ETF
SCHC
|
+$1.25M |
| 2 |
iShares Short-Term National Muni Bond ETF
SUB
|
+$552K |
| 3 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$478K |
| 4 |
iShares Core 60/40 Balanced Allocation ETF
AOR
|
+$368K |
| 5 |
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
|
+$319K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 2.2% |
| 2 | Financials | 0.45% |
| 3 | Consumer Discretionary | 0.31% |
| 4 | Materials | 0.29% |
| 5 | Industrials | 0.25% |
Similar funds
Morton Brown Family Wealth's Q4 2024 Portfolio in Review
As of Q4 2024, Morton Brown Family Wealth held 295 positions worth $287M, up 2% from $281M the previous quarter. Its ten largest holdings account for 76% of the portfolio.
Morton Brown Family Wealth deployed $12.4M of net new capital in Q4 2024, opening 24 new positions and adding to 47 existing holdings. Its largest new stake was Schwab 5-10 Year Corporate Bond ETF: 15,636 shares worth $345K.
By sector, the portfolio is most concentrated in Technology at 2.2% of assets, up from 1.9% a quarter earlier, followed by Financials and Consumer Discretionary.
On the sell side, the largest reduction was Schwab International Small-Cap Equity ETF, an estimated $1.25M trimmed.
- Morton Brown Family Wealth's largest Q4 2024 buy was Schwab 5-10 Year Corporate Bond ETF: 15,636 shares worth $345K.
- Morton Brown Family Wealth added most to Schwab US Broad Market ETF in Q4 2024, an estimated $2.54M increase.
- Morton Brown Family Wealth's biggest Q4 2024 reduction was Schwab International Small-Cap Equity ETF, cutting an estimated $1.25M.
- Morton Brown Family Wealth fully exited CSX Corp in Q4 2024, selling an estimated $31.1K.
- Morton Brown Family Wealth's ten largest holdings make up 76% of its $287M portfolio in Q4 2024.
- Morton Brown Family Wealth opened 24 new positions and closed 12 in Q4 2024.
- Morton Brown Family Wealth's portfolio value rose 2% quarter-over-quarter to $287M.
Based on Morton Brown Family Wealth's 13F filing for Q4 2024, filed 31 Jan 2025.