Morton Brown Family Wealth, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 24, 2024
Value $
$281M
Signature - Title
Kathryn Brown - Founder and Principal
Location
Allentown, PA
Summary
This page shows a list of all the recent 13F filings made by Morton Brown Family Wealth, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Morton Brown Family Wealth, LLC reported 271 stock holdings with total value $281M as of Q3 2024. Top holdings included SCHB, AVEM, VEA, MUB, and AVUV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 271 $281M +$30M -$10.8M +$19.2M SCHB, AVEM, VEA, MUB, AVUV 13F-HR 10/24/2024, 02:04 PM
Q2 2024 220 $252M +$14.8M -$11.4M +$3.45M SCHB, AVEM, VEA, MUB, AVUV 13F-HR 7/30/2024, 04:54 PM
Q1 2024 216 $242M +$19.4M -$15M +$4.4M SCHB, AVEM, MUB, VEA, SCHC 13F-HR 4/23/2024, 02:36 PM
Q4 2023 286 $228M +$24.4M -$7.54M +$16.9M SCHB, AVEM, MUB, VEA, SCHC 13F-HR 1/26/2024, 06:45 PM
Q3 2023 177 $194M +$19.9M -$6.19M +$13.7M SCHB, AVEM, VEA, MUB, SLYV 13F-HR 10/18/2023, 02:52 PM
Q2 2023 172 $187M +$19.8M -$5.01M +$14.8M SCHB, VEA, MUB, SLYV, SCHC 13F-HR 7/25/2023, 10:51 AM
Q1 2023 292 $168M +$16.5M -$2.3M +$14.2M SCHB, MUB, VEA, SPY, SCHC 13F-HR 4/25/2023, 05:35 PM
Q4 2022 156 $147M +$16.2M -$3.74M +$12.5M SCHB, MUB, VEA, SPY, SLYV 13F-HR 2/1/2023, 06:42 PM
Q3 2022 204 $125M +$11.4M -$6.44M +$4.97M SCHB, MUB, SPY, SLYV, VEA 13F-HR 10/31/2022, 04:37 PM
Q2 2022 263 $129M +$15.7M -$1.59M +$14.1M SCHB, MUB, VEA, SLYV, SCHR 13F-HR 7/20/2022, 06:09 PM
Q1 2022 140 $132M +$29M -$4.39M +$24.6M SCHB, VEA, SLYV, REET, SCHR 13F-HR 4/19/2022, 07:11 PM
Q4 2021 224 $130M $0 $0 SCHB, VEA, REET, SLYV, SCHR 13F-HR 2/10/2022, 09:29 PM