Advertisement
Screener

Morton Brown Family Wealth, LLC Historic Quarter Change: USA Stocks, New

Add as a preferred source on Google

Morton Brown Family Wealth, LLC historic quarter change: USA Stocks, New

In share positions in stocks (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Morton Brown Family Wealth, LLC opened 295 positions, added to 274, reduced 178 and sold out of 168.

  • Q2 2026: Stock XOM; Country of operation United States; Class Stock; Shares before 0.
  • Q2 2026: Stock C; Country of operation United States; Class Stock; Shares before 0.
  • Q2 2026: Stock HOOD; Country of operation United States; Class Stock; Shares before 0.
  • Q2 2026: Stock MRVL; Country of operation United States; Class Stock; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1909851), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-21); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-21); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-28); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-21); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-24); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-25); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-31); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-24); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-30); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-23). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2021-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026XOM
EXXONMOBIL HOLDINGS CORP COM SHS		United StatesStock01,012+1,012$0$138,398+$138,3982026-07-21
Q2 2026C
CITIGROUP INC COM NEW		United StatesStock0126+126$0$17,635+$17,6352026-07-21
Q2 2026HOOD
ROBINHOOD MKTS INC COM CL A		United StatesStock0150+150$0$15,042+$15,0422026-07-21
Q2 2026MRVL
MARVELL TECHNOLOGY INC COM		United StatesStock025+25$0$7,447+$7,4472026-07-21
Q2 2026KLAC
KLA CORP COM NEW		United StatesStock020+20$0$6,034+$6,0342026-07-21
Q2 2026TXN
TEXAS INSTRS INC COM		United StatesStock015+15$0$4,471+$4,4712026-07-21
Q2 2026APH
AMPHENOL CORP CL A		United StatesStock022+22$0$3,879+$3,8792026-07-21
Q2 2026ADI
ANALOG DEVICES INC COM		United StatesStock09+9$0$3,575+$3,5752026-07-21
Q2 2026INTC
INTEL CORP COM		United StatesStock023+23$0$3,211+$3,2112026-07-21
Q2 2026TJX
TJX COS INC NEW COM		United StatesStock016+16$0$2,424+$2,4242026-07-21
Q2 2026CRWD
CROWDSTRIKE HLDGS INC CL A		United StatesStock03+3$0$2,289+$2,2892026-07-21
Q2 2026SNDK
SANDISK CORP COM		United StatesStock01+1$0$2,274+$2,2742026-07-21
Q2 2026PWR
QUANTA SVCS INC COM		United StatesStock03+3$0$2,160+$2,1602026-07-21
Q2 2026ETN
EATON CORP PLC SHS		Stock05+5$0$2,131+$2,1312026-07-21
Q2 2026JCI
JOHNSON CTLS INTL PLC SHS		Stock012+12$0$1,753+$1,7532026-07-21
Q2 2026WMB
WILLIAMS COS INC COM		United StatesStock023+23$0$1,710+$1,7102026-07-21
Q2 2026AXP
AMERICAN EXPRESS CO COM		United StatesStock05+5$0$1,691+$1,6912026-07-21
Q2 2026NEM
NEWMONT CORP COM		United StatesStock017+17$0$1,588+$1,5882026-07-21
Q2 2026FTNT
FORTINET INC COM		United StatesStock010+10$0$1,536+$1,5362026-07-21
Q2 2026CDNS
CADENCE DESIGN SYSTEM INC COM		United StatesStock04+4$0$1,501+$1,5012026-07-21
Q2 2026MRSH
MARSH & MCLENNAN COS INC COM		United StatesStock09+9$0$1,500+$1,5002026-07-21
Q2 2026PLD
PROLOGIS INC. COM		United StatesREIT011+11$0$1,490+$1,4902026-07-21
Q2 2026GM
GENERAL MTRS CO COM		United StatesStock019+19$0$1,465+$1,4652026-07-21
Q2 2026BNY
BANK OF NY MELLON CORP COM		United StatesStock010+10$0$1,446+$1,4462026-07-21
Q2 2026ORLY
OREILLY AUTOMOTIVE INC COM		United StatesStock015+15$0$1,381+$1,3812026-07-21
Q2 2026AEP
AMERICAN ELEC PWR CO INC COM		United StatesStock010+10$0$1,368+$1,3682026-07-21
Q2 2026ADP
AUTOMATIC DATA PROCESSING INC COM		United StatesStock06+6$0$1,344+$1,3442026-07-21
Q2 2026HLT
HILTON WORLDWIDE HLDGS INC COM		United StatesStock04+4$0$1,322+$1,3222026-07-21
Q2 2026NSC
NORFOLK SOUTHN CORP COM		United StatesStock04+4$0$1,258+$1,2582026-07-21
Q2 2026FDX
FEDEX CORP COM		United StatesStock04+4$0$1,253+$1,2532026-07-21
Q2 2026SPGI
S&P GLOBAL INC COM		United StatesStock03+3$0$1,222+$1,2222026-07-21
Q2 2026ANET
ARISTA NETWORKS INC COM SHS		United StatesStock07+7$0$1,189+$1,1892026-07-21
Q2 2026HCA
HCA HEALTHCARE INC COM		United StatesStock03+3$0$1,170+$1,1702026-07-21
Q2 2026KMI
KINDER MORGAN INC DEL COM		United StatesStock036+36$0$1,151+$1,1512026-07-21
Q2 2026AJG
GALLAGHER ARTHUR J & CO COM		United StatesStock05+5$0$1,148+$1,1482026-07-21
Q2 2026WELL
WELLTOWER INC COM		United StatesREIT05+5$0$1,135+$1,1352026-07-21
Q2 2026URI
UNITED RENTALS INC COM		United StatesStock01+1$0$1,133+$1,1332026-07-21
Q2 2026HON
HONEYWELL INTL INC COM		United StatesStock05+5$0$1,120+$1,1202026-07-21
Q2 2026HONA
HONEYWELL AEROSPACE INC COM		United StatesStock05+5$0$1,105+$1,1052026-07-21
Q2 2026CME
CME GROUP INC COM		United StatesStock05+5$0$1,104+$1,1042026-07-21
Q2 2026CTVA
CORTEVA INC COM		United StatesStock013+13$0$1,101+$1,1012026-07-21
Q2 2026FAST
FASTENAL CO COM		United StatesStock022+22$0$1,057+$1,0572026-07-21
Q2 2026DDOG
DATADOG INC CL A COM		United StatesStock04+4$0$1,041+$1,0412026-07-21
Q2 2026HPE
HEWLETT PACKARD ENTERPRISE CO COM		United StatesStock023+23$0$1,038+$1,0382026-07-21
Q2 2026F
FORD MTR CO COM		United StatesStock074+74$0$1,029+$1,0292026-07-21
Q2 2026SCHW
SCHWAB CHARLES CORP COM		United StatesStock011+11$0$1,015+$1,0152026-07-21
Q2 2026CEG
CONSTELLATION ENERGY CORP COM		United StatesStock04+4$0$993+$9932026-07-21
Q2 2026VRTX
VERTEX PHARMACEUTICALS INC COM		United StatesStock02+2$0$993+$9932026-07-21
Q2 2026O
REALTY INCOME CORP COM		United StatesREIT016+16$0$991+$9912026-07-21
Q2 2026PH
PARKER-HANNIFIN CORP COM		United StatesStock01+1$0$978+$9782026-07-21
Q2 2026BLK
BLACKROCK INC COM		United StatesStock01+1$0$962+$9622026-07-21
Q2 2026OKE
ONEOK INC NEW COM		United StatesStock011+11$0$956+$9562026-07-21
Q2 2026ALL
ALLSTATE CORP COM		United StatesStock04+4$0$952+$9522026-07-21
Q2 2026MCO
MOODYS CORP COM		United StatesStock02+2$0$906+$9062026-07-21
Q2 2026EW
EDWARDS LIFESCIENCES CORP COM		United StatesStock010+10$0$905+$9052026-07-21
Q2 2026NUE
NUCOR CORP COM		United StatesStock04+4$0$891+$8912026-07-21
Q2 2026ORCL
ORACLE CORP COM		United StatesStock06+6$0$879+$8792026-07-21
Q2 2026DHI
D R HORTON INC COM		United StatesStock05+5$0$814+$8142026-07-21
Q2 2026BDX
BECTON DICKINSON & CO COM		United StatesStock05+5$0$757+$7572026-07-21
Q2 2026WAT
WATERS CORP COM		United StatesStock02+2$0$750+$7502026-07-21
Q2 2026PCAR
PACCAR INC COM		United StatesStock06+6$0$721+$7212026-07-21
Q2 2026CAH
CARDINAL HEALTH INC COM		United StatesStock03+3$0$713+$7132026-07-21
Q2 2026ETR
ENTERGY CORP NEW COM		United StatesStock06+6$0$689+$6892026-07-21
Q2 2026ADM
ARCHER DANIELS MIDLAND CO COM		United StatesStock09+9$0$688+$6882026-07-21
Q2 2026CB
CHUBB LIMITED COM		Stock02+2$0$681+$6812026-07-21
Q2 2026EBAY
EBAY INC. COM		United StatesStock06+6$0$671+$6712026-07-21
Q2 2026CSX
CSX CORP COM		United StatesStock014+14$0$665+$6652026-07-21
Q2 2026A
AGILENT TECHNOLOGIES INC COM		United StatesStock05+5$0$664+$6642026-07-21
Q2 2026HIG
HARTFORD INSURANCE GROUP INC COM		United StatesStock05+5$0$663+$6632026-07-21
Q2 2026ON
ON SEMICONDUCTOR CORP COM		United StatesStock07+7$0$662+$6622026-07-21
Q2 2026TRV
TRAVELERS COMPANIES INC COM		United StatesStock02+2$0$660+$6602026-07-21
Q2 2026CVNA
CARVANA CO CL A		United StatesStock010+10$0$658+$6582026-07-21
Q2 2026TGT
TARGET CORP COM		United StatesStock05+5$0$653+$6532026-07-21
Q2 2026SLB
SLB LIMITED COM STK		Stock014+14$0$651+$6512026-07-21
Q2 2026ODFL
OLD DOMINION FREIGHT LINE INC COM		United StatesStock03+3$0$650+$6502026-07-21
Q2 2026YUM
YUM BRANDS INC COM		United StatesStock04+4$0$639+$6392026-07-21
Q2 2026RCL
ROYAL CARIBBEAN GROUP COM		United StatesStock02+2$0$635+$6352026-07-21
Q2 2026IRM
IRON MTN INC DEL COM		United StatesREIT05+5$0$632+$6322026-07-21
Q2 2026REGN
REGENERON PHARMACEUTICALS COM		United StatesStock01+1$0$624+$6242026-07-21
Q2 2026COF
CAPITAL ONE FINL CORP COM		United StatesStock03+3$0$602+$6022026-07-21
Q2 2026VMC
VULCAN MATLS CO COM		United StatesStock02+2$0$590+$5902026-07-21
Q2 2026EQT
EQT CORP COM		United StatesStock011+11$0$585+$5852026-07-21
Q2 2026SYY
SYSCO CORP COM		United StatesStock07+7$0$585+$5852026-07-21
Q2 2026ACGL
ARCH CAP GROUP LTD ORD		Stock06+6$0$582+$5822026-07-21
Q2 2026IQV
IQVIA HLDGS INC COM		United StatesStock03+3$0$580+$5802026-07-21
Q2 2026MLM
MARTIN MARIETTA MATLS INC COM		United StatesStock01+1$0$577+$5772026-07-21
Q2 2026IR
INGERSOLL RAND INC COM		United StatesStock07+7$0$574+$5742026-07-21
Q2 2026AEE
AMEREN CORP COM		United StatesStock05+5$0$565+$5652026-07-21
Q2 2026AXON
AXON ENTERPRISE INC COM		United StatesStock01+1$0$561+$5612026-07-21
Q2 2026BKR
BAKER HUGHES COMPANY CL A		United StatesStock010+10$0$555+$5552026-07-21
Q2 2026CINF
CINCINNATI FINL CORP COM		United StatesStock03+3$0$555+$5552026-07-21
Q2 2026PHM
PULTE GROUP INC COM		United StatesStock04+4$0$549+$5492026-07-21
Q2 2026WAB
WABTEC COM		United StatesStock02+2$0$539+$5392026-07-21
Q2 2026TRGP
TARGA RES CORP COM		United StatesStock02+2$0$536+$5362026-07-21
Q2 2026VTR
VENTAS INC COM		United StatesREIT06+6$0$533+$5332026-07-21
Q2 2026SYF
SYNCHRONY FINANCIAL COM		United StatesStock07+7$0$532+$5322026-07-21
Q2 2026FANG
DIAMONDBACK ENERGY INC COM		United StatesStock03+3$0$527+$5272026-07-21
Q2 2026HUBB
HUBBELL INC COM		United StatesStock01+1$0$523+$5232026-07-21
Q2 2026INTU
INTUIT COM		United StatesStock02+2$0$522+$5222026-07-21
Q2 2026VLO
VALERO ENERGY CORP COM		United StatesStock02+2$0$521+$5212026-07-21

Similar Firms

Firm NameCountry13F ValueHoldings
LEGACY FINANCIAL GROUP, INC.United States$0.378B89
Bare Financial Services, IncUnited States$0.378B2,857
ADAMSBROWN WEALTH CONSULTANTS LLCUnited States$0.378B138
Ifrah Financial Services, Inc.United States$0.378B200
Highland Financial Advisors, LLCUnited States$0.379B67
VISTA INVESTMENT PARTNERS LLCUnited States$0.378B169
Progressive Investment Management CorpUnited States$0.379B58
Anchorage Capital Advisors, L.P.United States$0.378B6
Fairway Wealth LLCUnited States$0.379B192
MPS Loria Financial Planners, LLCUnited States$0.379B94
Advertisement