Portfolio (Quarterly)
Guide ↗
Morton Brown Family Wealth, LLC
· CIK 0001909851| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | ABBV | ABBVIE INC COM | Healthcare | 156.0 | $39K | 0.01% | +42.0 | +36.8% | $251.64 | +4.5% |
| 62 | VGT | VANGUARD INFORMATION TECHNOLOGY ETF | — | 320.0 | $38K | 0.01% | +280.0 | +700.0% | $119.52 | -1.3% |
| 63 | PLTR | PALANTIR TECHNOLOGIES INC CL A | Technology | 250.0 | $29K | 0.01% | +25.0 | +11.1% | $116.67 | +52.1% |
| 64 | KO | COCA COLA CO COM | Consumer Defensive | 357.0 | $29K | 0.01% | +272.0 | +320.0% | $81.27 | +10.8% |
| 65 | TPR | TAPESTRY INC COM | Consumer Cyclical | 184.0 | $27K | 0.01% | +1.0 | +0.6% | $146.23 | -10.9% |
| 66 | PG | PROCTER & GAMBLE CO COM | Consumer Defensive | 178.0 | $26K | 0.01% | +14.0 | +8.5% | $146.64 | -1.1% |
| 67 | DE | DEERE & CO COM | Industrials | 41.0 | $26K | 0.01% | +4.0 | +10.8% | $634.34 | +0.0% |
| 68 | VPU | VANGUARD UTILITIES ETF | — | 125.0 | $24K | 0.01% | +1.0 | +0.8% | $195.59 | -3.9% |
| 69 | MS | MORGAN STANLEY COM NEW | Financial Services | 111.0 | $23K | 0.01% | +13.0 | +13.3% | $209.04 | +2.4% |
| 70 | CVX | CHEVRON CORPORATION COM | Energy | 131.0 | $22K | 0.01% | +13.0 | +11.0% | $165.76 | +20.8% |
| 71 | USB | US BANCORP COM NEW | Financial Services | 344.0 | $21K | 0.01% | +3.0 | +0.9% | $60.36 | +4.0% |
| 72 | AMAT | APPLIED MATLS INC COM | Technology | 27.0 | $20K | 0.00% | +15.0 | +125.0% | $723.00 | -33.6% |
| 73 | UNH | UNITEDHEALTH GROUP INC COM | Healthcare | 46.0 | $19K | 0.00% | +6.0 | +15.0% | $415.63 | -3.5% |
| 74 | MRK | MERCK & CO INC COM | Healthcare | 148.0 | $19K | 0.00% | +29.0 | +24.4% | $128.50 | +19.2% |
| 75 | STT | STATE STR CORP COM | Financial Services | 112.0 | $19K | 0.00% | +5.0 | +4.7% | $169.40 | +14.3% |
| 76 | SBUX | STARBUCKS CORP COM | Consumer Cyclical | 171.0 | $17K | 0.00% | +6.0 | +3.6% | $102.27 | +6.1% |
| 77 | UPS | UNITED PARCEL SVCS INC CL B | Industrials | 151.0 | $16K | 0.00% | +7.0 | +4.9% | $107.50 | -1.7% |
| 78 | BA | BOEING CO COM | Industrials | 66.0 | $14K | 0.00% | +6.0 | +10.0% | $216.47 | -2.0% |
| 79 | PM | PHILIP MORRIS INTL INC COM | Consumer Defensive | 79.0 | $14K | 0.00% | +12.0 | +17.9% | $179.95 | +7.9% |
| 80 | BMY | BRISTOL-MYERS SQUIBB CO COM | Healthcare | 224.0 | $13K | 0.00% | +24.0 | +12.0% | $57.62 | +17.3% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
59.7%
Technology
22.5%
Industrials
3.6%
Consumer Cyclical
3.0%
Basic Materials
2.8%
Healthcare
2.3%
Communication Services
2.0%
Consumer Defensive
2.0%
Utilities
1.2%
Energy
0.9%