Portfolio (Quarterly)
Guide ↗
Morton Brown Family Wealth, LLC
· CIK 0001909851| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | XOM | EXXON MOBIL CORP COM | Energy | 1,152 | $195K | 0.05% | SOLD |
| 2 | ABNB | AIRBNB INC COM CL A | Consumer Cyclical | 150 | $19K | 0.01% | SOLD |
| 3 | VZ | VERIZON COMMUNICATIONS INC COM | Communication Services | 324 | $16K | 0.00% | SOLD |
| 4 | OKLO | OKLO INC COM CL A | Utilities | 300 | $15K | 0.00% | SOLD |
| 5 | UTG | REAVES UTIL INCOME FD COM SH BEN INT | Financial Services | 160 | $6K | 0.00% | SOLD |
| 6 | MP | MP MATERIALS CORP COM CL A | Basic Materials | 100 | $5K | 0.00% | SOLD |
| 7 | HON | HONEYWELL INTL INC COM | Industrials | 10 | $2K | 0.00% | SOLD |
| 8 | CHEF | CHEFS WHSE INC COM | Consumer Defensive | 32 | $2K | 0.00% | SOLD |
| 9 | SBSW | SIBANYE STILLWATER LTD SPONSORED ADR | Basic Materials | 35 | $431.0 | — | SOLD |
| 10 | — | UNITI GROUP LLC COM SHS | — | 4 | $38.0 | — | SOLD |
| 11 | GOSS | GOSSAMER BIO INC COM | Healthcare | 25 | $8.0 | — | SOLD |
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%