Holdings
Morton Brown Family Wealth, LLC
As of Jun 30, 2026, Morton Brown Family Wealth, LLC reported 270 positions worth US$15.4M. Largest: Apple Inc, Microsoft Corp. and Broadcom Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 8,410 | US$2.43M | −174 | Jun 30, 2026 |
| Microsoft Corp. | 4,530 | US$1.69M | +77 | Jun 30, 2026 |
| Broadcom Inc. | 3,444 | US$1.3M | −662 | Jun 30, 2026 |
| Air Products And Chemicals, Inc. | 2,993 | US$877K | no change | Jun 30, 2026 |
| Nvidia Corporation | 3,559 | US$712K | +12 | Jun 30, 2026 |
| Bank Of America Corporation | 11,837 | US$674K | +19 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 1,365 | US$488K | +429 | Jun 30, 2026 |
| Mcdonald's Corporation | 1,674 | US$453K | −55 | Jun 30, 2026 |
| Village Super Market, Inc. | 9,245 | US$390K | +7,424 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 714 | US$357K | +8 | Jun 30, 2026 |