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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 201 | ABT | ABBOTT LABORATORIES COM | Healthcare | 103.0 | $9K | 0.00% | — | — | $90.74 | +12.5% |
| 202 | PRU | PRUDENTIAL FINL INC COM | Financial Services | 85.0 | $9K | 0.00% | -28.0 | -24.8% | $107.93 | +10.5% |
| 203 | J | JACOBS SOLUTIONS INC COM | Industrials | 72.0 | $9K | 0.00% | — | — | $126.19 | +14.8% |
| 204 | UBER | UBER TECHNOLOGIES INC COM | Technology | 124.0 | $9K | 0.00% | +24.0 | +24.0% | $72.16 | -1.0% |
| 205 | GH | GUARDANT HEALTH INC COM | Healthcare | 58.0 | $9K | 0.00% | — | — | $150.03 | +17.1% |
| 206 | LRCX | LAM RESEARCH CORP COM NEW | Technology | 20.0 | $9K | 0.00% | — | — | $433.35 | -37.5% |
| 207 | FCX | FREEPORT MCMORAN INC CL B | Basic Materials | 135.0 | $8K | 0.00% | — | — | $62.89 | +10.3% |
| 208 | SIL | GLOBAL X SILVER MINERS ETF | — | 107.0 | $8K | 0.00% | — | — | $77.46 | +19.7% |
| 209 | XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | — | 154.0 | $8K | 0.00% | — | — | $53.49 | +6.3% |
| 210 | VCR | VANGUARD CONSUMER DISCRETIONARY ETF | — | 20.0 | $8K | 0.00% | — | — | $399.60 | -6.8% |
| 211 | TSCO | TRACTOR SUPPLY CO COM | Consumer Cyclical | 251.0 | $8K | 0.00% | — | — | $31.67 | +4.3% |
| 212 | SHM | STATE STREET SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF | — | 163.0 | $8K | 0.00% | — | — | $47.96 | -1.6% |
| 213 | STIP | ISHARES 0-5 YEAR TIPS BOND ETF | — | 76.0 | $8K | 0.00% | — | — | $102.16 | -1.8% |
| 214 | PANW | PALO ALTO NETWORKS INC COM | Technology | 22.0 | $8K | 0.00% | — | — | $341.00 | +10.0% |
| 215 | MRVL | MARVELL TECHNOLOGY INC COM | Technology | 25.0 | $7K | 0.00% | NEW | — | $297.88 | -25.6% |
| 216 | SAP | SAP SE SPON ADR | Technology | 48.0 | $7K | 0.00% | — | — | $154.10 | +40.0% |
| 217 | MA | MASTERCARD INCORPORATED CL A | Financial Services | 14.0 | $7K | 0.00% | +6.0 | +75.0% | $513.57 | +11.6% |
| 218 | BROS | DUTCH BROS INC CL A | Consumer Cyclical | 100.0 | $7K | 0.00% | — | — | $71.81 | -41.5% |
| 219 | ISRG | INTUITIVE SURGICAL INC COM NEW | Healthcare | 18.0 | $7K | 0.00% | — | — | $397.67 | -5.2% |
| 220 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 200.0 | $7K | 0.00% | — | — | $33.29 | +29.5% |
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%