Morton Brown Family Wealth, LLC
Top Portfolio Positions
172 positions ·
$30,330,345 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
22,216 | $14,447,953 | 47.64% | |
| AAPL |
Apple Inc.
Technology
|
8,584 | $2,178,533 | 7.18% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
3,317 | $1,914,506 | 6.31% | |
| MSFT |
Microsoft Corp
Technology
|
4,453 | $1,648,367 | 5.43% | |
| AVGO |
Broadcom Inc.
Technology
|
4,106 | $1,270,848 | 4.19% | |
| APD |
Air Products & Chemicals, Inc.
Basic Materials
|
2,993 | $869,436 | 2.87% | |
| NVDA |
Nvidia Corp
Technology
|
3,547 | $618,596 | 2.04% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
11,818 | $576,127 | 1.90% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
1,729 | $537,355 | 1.77% | |
| CAPL |
CrossAmerica Partners LP
Energy
|
16,313 | $338,984 | 1.12% |
Portfolio Trend
Holdings in CAPL
Shares Held
Position Value (USD)
15 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $338,984 | 16,313 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $336,047 | 16,313 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $210,215 | 9,996 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $420,408 | 20,096 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $493,758 | 20,096 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $442,112 | 20,096 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $416,389 | 20,096 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $398,905 | 20,096 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $457,987 | 20,096 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $461,836 | 20,256 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $435,882 | 20,096 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $395,891 | 20,096 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $431,863 | 20,096 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $398,503 | 20,096 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $34,726 | 1,858 | Shares | Sole | 2022-10-31 | |
| No 13F history on record for this holder in this stock. | ||||||