Morton Brown Family Wealth 13F annual report
Morton Brown Family Wealth is an investment fund managing more than $253 billion ran by Kathryn Brown. There are currently 221 companies in Mrs. Brown’s portfolio. The largest investments include Schwab U.s. Broad Market Etf and Avantis Emerging Markets Equity Etf, together worth $91 billion.
Limited to 30 biggest holdings
$253 billion Assets Under Management (AUM)
As of 23rd July 2024, Morton Brown Family Wealth’s top holding is 1,064,494 shares of Schwab U.s. Broad Market Etf currently worth over $68.2 billion and making up 26.9% of the portfolio value.
In addition, the fund holds 370,157 shares of Avantis Emerging Markets Equity Etf worth $22.7 billion.
The third-largest holding is Vanguard Ftse Developed Markets Etf worth $19.1 billion and the next is Ishares National Muni Bond Etf worth $18.8 billion, with 175,572 shares owned.
Currently, Morton Brown Family Wealth's portfolio is worth at least $253 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Morton Brown Family Wealth
The Morton Brown Family Wealth office and employees reside in Allentown, Pennsylvania. According to the last 13-F report filed with the SEC, Kathryn Brown serves as the Founder and Principal at Morton Brown Family Wealth.
Recent trades
In the most recent 13F filing, Morton Brown Family Wealth revealed that it had opened a new position in
Avantis International Small Cap Value Etf and bought 62,464 shares worth $4.21 billion.
The investment fund also strengthened its position in Schwab U.s. Broad Market Etf by buying
18,059 additional shares.
This makes their stake in Schwab U.s. Broad Market Etf total 1,064,494 shares worth $68.2 billion.
On the other hand, there are companies that Morton Brown Family Wealth is getting rid of from its portfolio.
Morton Brown Family Wealth closed its position in Comerica on 30th July 2024.
It sold the previously owned 2,299 shares for $126 million.
Kathryn Brown also disclosed a decreased stake in Ishares National Muni Bond Etf by approximately 0.1%.
This leaves the value of the investment at $18.8 billion and 175,572 shares.
One of the smaller hedge funds
The two most similar investment funds to Morton Brown Family Wealth are Aft, Forsyth & Sober and Silver Heights Capital Management Inc. They manage $253 billion and $253 billion respectively.
Kathryn Brown investment strategy
Morton Brown Family Wealth’s portfolio is diversified across 11 sectors.
Currently, their heaviest sector is Consumer Discretionary — making up 0.9% of
the total portfolio value.
The fund focuses on investments in the United States as
17.6% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
15% of the total holdings value.
On the other hand, small-cap stocks make up only 3.2% of the portfolio.
The average market cap of the portfolio companies is close to $143 billion.
The complete list of Morton Brown Family Wealth trades based on 13F SEC filings
These positions were updated on July 30th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Schwab U.s. Broad Market Etf |
1.73%
1,064,494
|
$68,212,796,000 | 26.93% |
| Avantis Emerging Markets Equity Etf |
3.54%
370,157
|
$22,738,760,000 | 8.98% |
| Vanguard Ftse Developed Markets Etf |
4.84%
377,810
|
$19,124,726,000 | 7.55% |
| Ishares National Muni Bond Etf |
6.20%
175,572
|
$18,849,462,000 | 7.44% |
| Avantis U.s. Small Cap Value Etf |
14.06%
150,037
|
$14,459,064,000 | 5.71% |
| Spdr Sp 500 Etf Trust |
2.80%
22,253
|
$12,298,577,000 | 4.85% |
| Schwab International Small-cap Equity Etf |
27.65%
292,599
|
$10,770,578,000 | 4.25% |
| Schwab Intermediate-term Us Treasury Etf |
7.30%
201,971
|
$9,949,067,000 | 3.93% |
| Ishares Global Reit Etf |
1.20%
353,133
|
$8,658,830,000 | 3.42% |
| Ishares Short-term National Muni Bond Etf |
15.10%
78,900
|
$8,286,909,000 | 3.27% |
| Vanguard Intermediate-term Corporate Bond Etf |
21.50%
75,375
|
$6,101,632,000 | 2.41% |
| Vanguard Total International Bond Etf |
17.20%
119,787
|
$5,886,343,000 | 2.32% |
| Avantis International Small Cap Value Etf |
Opened
62,464
|
$4,205,701,000 | 1.66% |
| Vanguard Short-term Corporate Bond Etf |
0.54%
43,687
|
$3,397,500,000 | 1.34% |
| Ishares Msci Eafe Etf |
1.69%
37,860
|
$3,029,557,000 | 1.20% |
| Ishares Core High Dividend Etf |
8.29%
25,124
|
$2,843,326,000 | 1.12% |
| Ishares Core Msci Eafe Etf |
11.32%
31,230
|
$2,323,512,000 | 0.92% |
| Apple Inc |
0.38%
8,949
|
$2,006,189,000 | 0.79% |
| Spdr Sp 600 Small Cap Value Etf |
38.78%
23,170
|
$1,963,658,000 | 0.78% |
| Vanguard Small-cap Etf |
2.00%
8,447
|
$1,926,930,000 | 0.76% |
| Invesco Qqq Trust Series I |
0.31%
3,197
|
$1,532,806,000 | 0.61% |
| Muni |
Opened
28,868
|
$1,511,240,000 | 0.60% |
| Broadcom Inc |
810.70%
8,770
|
$1,407,760,000 | 0.56% |
| Vanguard Ftse All-world Ex-us Small-cap Etf |
5.76%
11,605
|
$1,402,348,000 | 0.55% |
| Vanguard Ftse Emerging Markets Etf |
18.15%
29,863
|
$1,324,723,000 | 0.52% |
| Vanguard Total Stock Market Etf |
No change
4,678
|
$1,275,971,000 | 0.50% |
| Ishares Esg Aware Msci Usa Etf |
No change
8,531
|
$1,033,701,000 | 0.41% |
| Ishares Russell 2000 Etf |
0.84%
4,706
|
$1,025,673,000 | 0.40% |
| Microsoft Corp Com |
2.65%
1,938
|
$853,383,000 | 0.34% |
| Vanguard Total International Stock Etf |
0.40%
13,139
|
$809,888,000 | 0.32% |
| Ishares Core Growth Allocation Etf |
0.52%
12,686
|
$722,087,000 | 0.29% |
| Vanguard Mid-cap Growth Etf |
8.86%
2,427
|
$564,229,000 | 0.22% |
| Ishares Esg Aware Msci Eafe Etf |
No change
7,008
|
$562,042,000 | 0.22% |
| Bank America Corp Com |
3.88%
12,197
|
$524,593,000 | 0.21% |
| Vanguard Total Bond Market Etf |
95,000.00%
5,706
|
$416,024,000 | 0.16% |
| Berkshire Hathaway Inc Del Cl B New |
No change
903
|
$398,963,000 | 0.16% |
| Nvidia Corporation Com |
951.78%
3,250
|
$393,567,000 | 0.16% |
| Crossamerica Partners Lp Ut Ltd Ptn Int |
No change
20,096
|
$393,480,000 | 0.16% |
| Ishares Msci Emerging Markets Min Vol Factor Etf |
18.82%
6,632
|
$388,038,000 | 0.15% |
| Ishares Core Sp Mid-cap Etf |
26.57%
6,234
|
$378,217,000 | 0.15% |
| Mcdonalds Corp Com |
11.45%
1,226
|
$318,167,000 | 0.13% |
| Avantis Real Estate ETF |
62.59%
7,307
|
$318,128,000 | 0.13% |
| Ishares Sp Small-cap 600 Value Etf |
7.37%
2,716
|
$285,343,000 | 0.11% |
| Schwab U.s. Large-cap Etf |
No change
4,112
|
$268,760,000 | 0.11% |
| Vanguard Real Estate Etf |
No change
2,963
|
$263,559,000 | 0.10% |
| Ishares Russell 1000 Growth Etf |
No change
709
|
$257,840,000 | 0.10% |
| Ishares Esg Aware Msci Usa Small-cap Etf |
0.24%
6,233
|
$252,374,000 | 0.10% |
| First Trust Global Tactical Commodity Strategy Fund |
5.46%
10,626
|
$249,605,000 | 0.10% |
| Vanguard Esg U.s. Stock Etf |
Opened
2,515
|
$246,772,000 | 0.10% |
| Ishares Esg Aware Msci Em Etf |
0.11%
7,006
|
$238,554,000 | 0.09% |
| Schwab U.s. Large-cap Growth Etf |
9.79%
2,344
|
$236,885,000 | 0.09% |
| AMGEN Inc. |
No change
683
|
$226,053,000 | 0.09% |
| Qualcomm, Inc. |
1.34%
1,178
|
$225,540,000 | 0.09% |
| Schwab International Equity Etf |
10.75%
5,519
|
$216,952,000 | 0.09% |
| iShares 3-7 Year Treasury Bond ETF |
39.40%
1,827
|
$213,010,000 | 0.08% |
| Ishares Core Sp 500 Etf |
12.69%
373
|
$207,239,000 | 0.08% |
| Vanguard Sp Mid-cap 400 Growth Etf |
No change
1,750
|
$197,033,000 | 0.08% |
| Marriott Intl Inc New Cl A |
No change
759
|
$185,264,000 | 0.07% |
| Ishares 0-5 Year Tips Bond Etf |
54.14%
1,682
|
$167,393,000 | 0.07% |
| Vanguard Esg International Stock Etf |
Opened
2,749
|
$161,229,000 | 0.06% |
| iShares MSCI ACWI ex U.S. ETF |
0.75%
2,775
|
$150,322,000 | 0.06% |
| Northrop Grumman Corp Com |
No change
338
|
$148,683,000 | 0.06% |
| Ishares 5-10 Year Investment Grade Corporate Bond Etf |
Opened
2,486
|
$129,048,000 | 0.05% |
| Comerica, Inc. |
Closed
2,299
|
$126,422,000 | |
| Wisdomtree International Smallcap Dividend Fund |
2.71%
1,900
|
$126,027,000 | 0.05% |
| Disney Walt Co Com |
No change
1,289
|
$124,762,000 | 0.05% |
| Exxon Mobil Corp Com |
0.96%
1,032
|
$122,597,000 | 0.05% |
| Paychex Inc. |
1.50%
985
|
$122,376,000 | 0.05% |
| Union Pac Corp Com |
0.20%
503
|
$122,218,000 | 0.05% |
| Vanguard Sp Small-cap 600 Growth Etf |
No change
1,040
|
$122,179,000 | 0.05% |
| Ishares Core Sp Small Cap Etf |
1.75%
953
|
$109,119,000 | 0.04% |
| Rtx Corporation Com |
3.16%
1,012
|
$105,073,000 | 0.04% |
| Caterpillar Inc. |
No change
290
|
$103,249,000 | 0.04% |
| American Wtr Wks Co Inc New Com |
No change
700
|
$98,945,000 | 0.04% |
| Ishares Trust Ishares Usd Green Bond Etf |
2.64%
2,063
|
$96,982,000 | 0.04% |
| Ishares Esg Aware Usd Corporate Bond Etf |
2.70%
4,177
|
$96,134,000 | 0.04% |
| Block Inc |
Closed
1,000
|
$84,580,000 | |
| Vanguard Extended Market Etf |
No change
476
|
$83,686,000 | 0.03% |
| Nike, Inc. |
No change
1,104
|
$79,908,000 | 0.03% |
| Schwab U.s. Mid-cap Etf |
No change
960
|
$76,944,000 | 0.03% |
| Ishares Core Sp U.s. Growth Etf |
27.18%
599
|
$76,546,000 | 0.03% |
| NextEra Energy Inc |
No change
1,016
|
$72,817,000 | 0.03% |
| Ishares Core Sp Us Value Etf |
No change
790
|
$72,080,000 | 0.03% |
| Spdr Gold Shares |
3.28%
295
|
$66,605,000 | 0.03% |
| Ameriprise Finl Inc Com |
No change
159
|
$66,460,000 | 0.03% |
| Ishares Esg Aware 1-5 Year Usd Corporate Bond Etf |
3.27%
2,630
|
$64,856,000 | 0.03% |
| Air Prods Chems Inc Com |
91.67%
241
|
$64,248,000 | 0.03% |
| Amazon.com Inc. |
No change
334
|
$61,373,000 | 0.02% |
| Spdr Dow Jones Industrial Average Etf Trust |
No change
150
|
$61,008,000 | 0.02% |
| Ishares Core Dividend Growth Etf |
No change
899
|
$53,688,000 | 0.02% |
| Vanguard Growth Etf |
No change
143
|
$53,393,000 | 0.02% |
| Mondelez International Inc. |
No change
761
|
$50,926,000 | 0.02% |
| Alphabet Inc Cap Stk Cl A |
No change
280
|
$49,794,000 | 0.02% |
| Vanguard Tax-exempt Bond Etf |
No change
982
|
$49,591,000 | 0.02% |
| Walmart Inc |
No change
678
|
$47,985,000 | 0.02% |
| Corning, Inc. |
No change
1,000
|
$44,990,000 | 0.02% |
| Vanguard Value Etf |
No change
265
|
$44,062,000 | 0.02% |
| Omnicom Group, Inc. |
No change
459
|
$42,269,000 | 0.02% |
| United Parcel Service, Inc. |
3.42%
282
|
$40,822,000 | 0.02% |
| Eli Lilly Co Com |
45.45%
48
|
$40,747,000 | 0.02% |
| Kellanova Com |
No change
676
|
$39,769,000 | 0.02% |
| Pepsico Inc Com |
No change
233
|
$39,696,000 | 0.02% |
| International Business Machs Com |
4.48%
213
|
$39,452,000 | 0.02% |
| Pfizer Inc. |
54.68%
1,294
|
$38,438,000 | 0.02% |
| Costco Whsl Corp New Com |
No change
45
|
$37,987,000 | 0.01% |
| Health Care Select Sector Spdr Fund |
0.41%
244
|
$35,895,000 | 0.01% |
| Alphabet Inc Cap Stk Cl C |
No change
200
|
$35,844,000 | 0.01% |
| Vanguard Intermediate-term Treasury Etf |
Opened
594
|
$34,939,000 | 0.01% |
| iShares Morningstar Mid-Cap ETF |
0.21%
475
|
$34,365,000 | 0.01% |
| Cisco Sys Inc Com |
No change
704
|
$33,805,000 | 0.01% |
| Shockwave Med Inc Com |
Closed
100
|
$32,563,000 | |
| Spdr Nuveen Bloomberg Short Term Municipal Bond Etf |
No change
660
|
$31,310,000 | 0.01% |
| American Elec Pwr Co Inc Com |
21.23%
334
|
$31,226,000 | 0.01% |
| Ge Aerospace Com New |
6.67%
192
|
$30,488,000 | 0.01% |
| Ishares U.s. Treasury Bond Etf |
Closed
1,333
|
$30,352,000 | |
| Victoryshares Core Intermediate Bond Etf |
Opened
642
|
$29,904,000 | 0.01% |
| Vail Resorts Inc. |
No change
166
|
$29,814,000 | 0.01% |
| Phillips 66 Com |
3.24%
209
|
$28,779,000 | 0.01% |
| Advanced Micro Devices Inc. |
94.44%
175
|
$27,260,000 | 0.01% |
| Starbucks Corp Com |
No change
351
|
$26,029,000 | 0.01% |
| Schwab Short-term Us Treasury Etf |
No change
537
|
$25,937,000 | 0.01% |
| Southern Co Com |
No change
314
|
$25,531,000 | 0.01% |
| Goldman Sachs Group, Inc. |
No change
52
|
$25,198,000 | 0.01% |
| First Trust Preferred Securities Income Etf |
66.67%
1,400
|
$24,626,000 | 0.01% |
| Jpmorgan Chase Co. Com |
No change
115
|
$24,221,000 | 0.01% |
| Tesla Inc |
317.39%
96
|
$23,926,000 | 0.01% |
| JPMorgan Equity Premium Income |
Opened
407
|
$23,223,000 | 0.01% |
| Vanguard Information Technology Etf |
No change
40
|
$23,188,000 | 0.01% |
| Procter And Gamble Co Com |
No change
136
|
$22,908,000 | 0.01% |
| Airbnb, Inc. |
50.00%
150
|
$22,032,000 | 0.01% |
| Seagate Technology Hldngs Plc Ord Shs |
No change
211
|
$21,832,000 | 0.01% |
| Ishares Russell 1000 Value Etf |
No change
108
|
$19,552,000 | 0.01% |
| Sanofi Sponsored Adr |
1.34%
367
|
$18,482,000 | 0.01% |
| Schwab Us Dividend Equity Etf |
No change
225
|
$18,362,000 | 0.01% |
| Schwab Fundamental U.s. Large Company Etf |
Opened
265
|
$18,304,000 | 0.01% |
| Vanguard Mid-cap Etf |
15.87%
73
|
$18,205,000 | 0.01% |
| Keycorp Com |
No change
1,116
|
$17,365,000 | 0.01% |
| Truist Finl Corp Com |
1.00%
403
|
$17,121,000 | 0.01% |
| Lululemon Athletica inc. |
No change
60
|
$17,108,000 | 0.01% |
| Meta Platforms Inc |
No change
35
|
$16,655,000 | 0.01% |
| Carrier Global Corporation Com |
No change
247
|
$16,561,000 | 0.01% |
| Verizon Communications Inc |
No change
375
|
$15,776,000 | 0.01% |
| Ugi Corp New Com |
No change
627
|
$15,423,000 | 0.01% |
| Jpmorgan Nasdaq Equity Premium Income Etf |
No change
278
|
$15,168,000 | 0.01% |
| Viking Therapeutics Inc |
No change
300
|
$15,030,000 | 0.01% |
| Icon Plc Shs |
200.00%
45
|
$14,751,000 | 0.01% |
| Chipotle Mexican Grill |
Closed
5
|
$14,534,000 | |
| Ishares Core Aggressive Allocation Etf |
10.53%
189
|
$14,285,000 | 0.01% |
| Us Bancorp Del Com New |
2.24%
319
|
$14,185,000 | 0.01% |
| Invesco Sp 500 Equal Weight Etf |
Closed
81
|
$13,719,000 | |
| Morgan Stanley Com New |
20.41%
118
|
$12,368,000 | 0.00% |
| Wisdomtree Us Value Fund Of Benef Interest |
No change
164
|
$12,345,000 | 0.00% |
| Vanguard Consumer Staples Etf |
Closed
60
|
$12,248,000 | |
| Freshpet Inc |
No change
100
|
$11,884,000 | 0.00% |
| Ishares Russell 2000 Value Etf |
No change
70
|
$11,601,000 | 0.00% |
| Ishares Biotechnology Etf |
No change
79
|
$11,333,000 | 0.00% |
| Chevron Corp New Com |
No change
68
|
$11,014,000 | 0.00% |
| Schwab Emerging Markets Equity Etf |
48.39%
401
|
$10,803,000 | 0.00% |
| Prudential Finl Inc Com |
No change
85
|
$10,651,000 | 0.00% |
| Joby Aviation Inc Common Stock |
25.00%
1,500
|
$10,455,000 | 0.00% |
| 3m Co Com |
No change
100
|
$10,402,000 | 0.00% |
| Salesforce Inc |
No change
42
|
$10,389,000 | 0.00% |
| Ishares Esg Advanced Msci Usa Etf |
23.94%
216
|
$10,195,000 | 0.00% |
| Spdr Portfolio Short Term Treasury Etf |
23.21%
344
|
$9,966,000 | 0.00% |
| iShares Select Dividend ETF |
Closed
80
|
$9,876,000 | |
| Vanguard Small-cap Growth Etf |
No change
38
|
$9,798,000 | 0.00% |
| Norfolk Southn Corp Com |
Closed
38
|
$9,685,000 | |
| Netflix Inc. |
No change
15
|
$9,646,000 | 0.00% |
| Att Inc Com |
0.21%
488
|
$9,351,000 | 0.00% |
| Vanguard Long-term Treasury Etf |
No change
156
|
$9,149,000 | 0.00% |
| Conocophillips Com |
No change
78
|
$9,096,000 | 0.00% |
| Schwab U.s. Large-cap Value Etf |
No change
118
|
$9,046,000 | 0.00% |
| Ishares 10-20 Year Treasury Bond Etf |
Closed
78
|
$8,192,000 | |
| Ishares Core Msci Emerging Markets Etf |
No change
147
|
$7,966,000 | 0.00% |
| General Dynamics Corp Com |
No change
27
|
$7,918,000 | 0.00% |
| Johnson Johnson Com |
No change
50
|
$7,771,000 | 0.00% |
| Ishares Broad Usd Investment Grade Corporate Bond Etf |
Closed
152
|
$7,717,000 | |
| Ge Vernova Inc Com |
Opened
47
|
$7,590,000 | 0.00% |
| Ppl Corp Com |
1.63%
250
|
$7,193,000 | 0.00% |
| Elevance Health Inc Com |
No change
14
|
$7,066,000 | 0.00% |
| First Trust Capital Strength ETF |
Closed
80
|
$6,852,000 | |
| Vanguard Dividend Appreciation Etf |
No change
34
|
$6,411,000 | 0.00% |
| Innovative Indl Pptys Inc Com |
No change
49
|
$5,773,000 | 0.00% |
| Ark Innovation Etf |
No change
120
|
$5,588,000 | 0.00% |
| Schwab U.s. Small-cap Etf |
Closed
111
|
$5,466,000 | |
| Hershey Co Com |
No change
27
|
$5,220,000 | 0.00% |
| Ge Healthcare Technologies Inc Common Stock |
6.67%
64
|
$5,183,000 | 0.00% |
| Astrazeneca Plc Sponsored Adr |
Opened
60
|
$4,684,000 | 0.00% |
| Adams Diversified Equity Fd Com |
No change
194
|
$4,264,000 | 0.00% |
| Bristol-myers Squibb Co Com |
Opened
100
|
$4,239,000 | 0.00% |
| Ishares Esg Advanced Msci Eafe Etf |
37.50%
60
|
$4,096,000 | 0.00% |
| Cava Group Inc Com |
Opened
50
|
$4,000,000 | 0.00% |
| Humana Inc. |
No change
10
|
$3,889,000 | 0.00% |
| Alibaba Group Hldg Ltd Sponsored Ads |
Opened
50
|
$3,827,000 | 0.00% |
| Dominion Energy Inc |
51.68%
72
|
$3,713,000 | 0.00% |
| Recursion Pharmaceuticals Inc Cl A |
Opened
400
|
$3,148,000 | 0.00% |
| Schwab Fundamental Emerging Markets Equity Etf |
Opened
104
|
$3,098,000 | 0.00% |
| Altria Group Inc. |
Opened
60
|
$2,960,000 | 0.00% |
| Wk Kellogg Co Com Shs |
No change
169
|
$2,797,000 | 0.00% |
| iShares 1-3 Year Treasury Bond ETF |
Closed
34
|
$2,781,000 | |
| Spdr Portfolio Long Term Treasury Etf |
Opened
98
|
$2,716,000 | 0.00% |
| Visa Inc |
No change
10
|
$2,692,000 | 0.00% |
| Spdr Sp Dividend Etf |
Closed
20
|
$2,625,000 | |
| Applied Matls Inc Com |
No change
12
|
$2,612,000 | 0.00% |
| Vanguard Sp Small-cap 600 Value Etf |
No change
28
|
$2,528,000 | 0.00% |
| Linde Plc Shs |
No change
5
|
$2,230,000 | 0.00% |
| Ishares Msci Usa Value Factor Etf |
17.39%
19
|
$2,060,000 | 0.00% |
| Merck Co Inc Com |
No change
16
|
$1,988,000 | 0.00% |
| Ulta Beauty Inc |
No change
5
|
$1,966,000 | 0.00% |
| Guardant Health Inc |
No change
58
|
$1,807,000 | 0.00% |
| Adobe Inc |
No change
3
|
$1,671,000 | 0.00% |
| American Airls Group Inc Com |
180.36%
157
|
$1,667,000 | 0.00% |
| Ametek Inc |
No change
9
|
$1,546,000 | 0.00% |
| Target Corp Com |
No change
10
|
$1,521,000 | 0.00% |
| Vanguard High Dividend Yield Index Etf |
Opened
12
|
$1,480,000 | 0.00% |
| Solventum Corp Com Shs |
Opened
25
|
$1,375,000 | 0.00% |
| Chefs Whse Inc Com |
No change
32
|
$1,312,000 | 0.00% |
| Citigroup Inc Com New |
Opened
20
|
$1,298,000 | 0.00% |
| Yum Brands Inc. |
No change
8
|
$1,026,000 | 0.00% |
| United Airls Hldgs Inc Com |
Opened
20
|
$928,000 | 0.00% |
| Rivian Automotive, Inc. |
Closed
83
|
$909,000 | |
| Warner Bros Discovery Inc Com Ser A |
No change
90
|
$767,000 | 0.00% |
| Taysha Gene Therapies Inc Com Shs |
No change
260
|
$588,000 | 0.00% |
| Jazz Pharmaceuticals Plc Shs Usd |
No change
5
|
$544,000 | 0.00% |
| Philip Morris Intl Inc Com |
No change
5
|
$537,000 | 0.00% |
| Editas Medicine Inc |
No change
65
|
$345,000 | 0.00% |
| iShares Morningstar Mid-Cap Growth ETF |
No change
5
|
$344,000 | 0.00% |
| Vanguard Mid-cap Value Etf |
No change
2
|
$314,000 | 0.00% |
| Cnfinance Hldgs Ltd Spon Ads |
No change
250
|
$280,000 | 0.00% |
| 8x8 Inc New Com |
Closed
100
|
$270,000 | |
| Sibanye Stillwater Ltd Sponsored Adr |
No change
35
|
$157,000 | 0.00% |
| The Beachbody Company Inc Com Cl A New |
No change
20
|
$154,000 | 0.00% |
| Viatris Inc. |
Opened
12
|
$141,000 | 0.00% |
| Ishares 20 Year Treasury Bond Etf |
No change
1
|
$93,000 | 0.00% |
| Intel Corp Com |
No change
2
|
$70,000 | 0.00% |
| Uniti Group Inc |
Opened
8
|
$30,000 | 0.00% |
| Gossamer Bio, Inc. |
No change
25
|
$26,000 | 0.00% |
| Ampio Pharmaceuticals Inc |
Closed
6
|
$6,000 | |
| Fisker Inc Cl A Com Stk |
Closed
30
|
$1,000 | |
| Ishares Core Moderate Allocation Etf |
100.00%
0
|
$0 | 0.00% |
| No transactions found | |||
| Showing first 500 out of 240 holdings | |||
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