Morton Brown Family Wealth, LLC
Top Portfolio Positions
173 positions ·
$30,668,660 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 | 47.11% | |
| AAPL |
Apple Inc.
Technology
|
8,584 | $2,178,533 | 7.10% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
3,317 | $1,914,506 | 6.24% | |
| MSFT |
Microsoft Corp
Technology
|
4,453 | $1,648,367 | 5.37% | |
| AVGO |
Broadcom Inc.
Technology
|
4,106 | $1,270,848 | 4.14% | |
| APD |
Air Products & Chemicals, Inc.
Basic Materials
|
2,993 | $869,436 | 2.83% | |
| NVDA |
Nvidia Corp
Technology
|
3,547 | $618,596 | 2.02% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
11,818 | $576,127 | 1.88% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
1,729 | $537,355 | 1.75% | |
| CAPL |
CrossAmerica Partners LP
Energy
|
16,313 | $338,984 | 1.11% |
Portfolio Trend
18 quarters · across all stocks
Holdings in VLGEA
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $76,900 | 1,821 | Shares | Sole | 2026-04-21 | |
| No 13F history on record for this holder in this stock. | ||||||