Morton Brown Family Wealth, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1909851
Institutional-grade research for retail investors
13F Reported Value
ⓘ$378.4M
Holdings
292
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Morton Brown Family Wealth, LLC disclosed 292 positions worth $378.4M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 10 new positions and exited 12 — including a new stake in $FITB. The portfolio is most concentrated in Other (96.1% of disclosed assets). All figures are sourced directly from Morton Brown Family Wealth, LLC’s Form 13F-HR filing with the SEC under CIK 1909851.
AI Fund Analysis
StableSCHWAB U.S. BROAD MARKET E
26.6% weight
Held 9 quarters
AVANTIS EMERGING MARKETS E
9.9% weight
Held 9 quarters
VANGUARD FTSE DEVELOPED MA
8.6% weight
Held 9 quarters
AVANTIS U.S. SMALL CAP VAL
6.8% weight
Held 9 quarters
AVANTIS INTERNATIONAL SMAL
6.4% weight
Held 8 quarters
VANGUARD FTSE DEVELOPED MA
8 quarters accumulating
AVANTIS U.S. SMALL CAP VAL
8 quarters accumulating
SCHWAB INTERMEDIATE-TERM U
8 quarters accumulating
VANGUARD INTERMEDIATE-TERM
8 quarters accumulating
ISHARES GLOBAL REIT ETF
8 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsConsumer DiscretionaryMaterialsIndustrials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
SCHWAB U.S. BROAD MARKET ETF
—Quality
$100.8M4,017,868 shAVANTIS EMERGING MARKETS EQUITY ETF
—Quality
$37.5M465,309 shVANGUARD FTSE DEVELOPED MARKETS ETF
—Quality
$32.5M507,517 shAVANTIS U.S. SMALL CAP VALUE ETF
—Quality
$25.7M232,530 shAVANTIS INTERNATIONAL SMALL CAP VALUE ETF
—Quality
$24.1M241,467 shISHARES NATIONAL MUNI BOND ETF
—Quality
$18.6M175,355 shSCHWAB INTERMEDIATE-TERM US TREASURY ETF
—Quality
$17.5M701,706 sh- —
Quality
$14.4M22,216 sh VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
—Quality
$13.5M162,814 shISHARES GLOBAL REIT ETF
—Quality
$12.3M491,027 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SCHWAB U.S. BROAD MARKET ETF | — | $100.8M | 4,017,868 |
| AVANTIS EMERGING MARKETS EQUITY ETF | — | $37.5M | 465,309 |
| VANGUARD FTSE DEVELOPED MARKETS ETF | — | $32.5M | 507,517 |
| AVANTIS U.S. SMALL CAP VALUE ETF | — | $25.7M | 232,530 |
| AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | — | $24.1M | 241,467 |
| ISHARES NATIONAL MUNI BOND ETF | — | $18.6M | 175,355 |
| SCHWAB INTERMEDIATE-TERM US TREASURY ETF | — | $17.5M | 701,706 |
 SPDR S&P 500 ETF TRUST$SPY | — | $14.4M | 22,216 |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | — | $13.5M | 162,814 |
| ISHARES GLOBAL REIT ETF | — | $12.3M | 491,027 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Morton Brown Family Wealth, LLC's 292 positions.
Showing top 10 of 292 holdings.
Sector Allocation
Other
$363.7M
Technology
$7.4M
Financials
$2.1M
Consumer Discretionary
$1.2M
Materials
$1.1M
Industrials
$797,428
Healthcare
$767,915
Consumer Staples
$536,279
Full Holdings — Morton Brown Family Wealth, LLC (Q1 2026)
All 292 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | SCHWAB U.S. BROAD MARKET ETF | $100.8M | 26.6% | +4% | — |
| 2 | — | AVANTIS EMERGING MARKETS EQUITY ETF | $37.5M | 9.9% | +2% | — |
| 3 | — | VANGUARD FTSE DEVELOPED MARKETS ETF | $32.5M | 8.6% | +3% | — |
| 4 | — | AVANTIS U.S. SMALL CAP VALUE ETF | $25.7M | 6.8% | +3% | — |
| 5 | — | AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | $24.1M | 6.4% | +3% | — |
| 6 | — | ISHARES NATIONAL MUNI BOND ETF | $18.6M | 4.9% | +2% | — |
| 7 | — | SCHWAB INTERMEDIATE-TERM US TREASURY ETF | $17.5M | 4.6% | +4% | — |
| 8 | $SPY | SPDR S&P 500 ETF TRUST | $14.4M | 3.8% | +2% | — |
| 9 | — | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $13.5M | 3.6% | +5% | — |
| 10 | — | ISHARES GLOBAL REIT ETF | $12.3M | 3.3% | +4% | — |
| 11 | — | VANGUARD TOTAL INTERNATIONAL BOND ETF | $11.4M | 3.0% | +4% | — |
| 12 | — | PIMCO INTERMED MUNI BOND | $9.4M | 2.5% | +6% | — |
| 13 | — | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | $5.9M | 1.6% | +2% | — |
| 14 | — | VANGUARD SHORT-TERM CORPORATE BOND ETF | $5.5M | 1.5% | +3% | — |
| 15 | — | ISHARES MSCI EAFE ETF | $3.3M | 0.9% | -0% | — |
| 16 | — | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | $3.2M | 0.8% | -2% | — |
| 17 | — | ISHARES CORE HIGH DIVIDEND ETF | $3.0M | 0.8% | -3% | — |
| 18 | — | ISHARES CORE MSCI EAFE ETF | $2.5M | 0.7% | -0% | — |
| 19 |  $AAPL | Apple Inc. | $2.2M | 0.6% | -2% | 76.1 |
| 20 | — | VANGUARD SMALL-CAP ETF | $2.1M | 0.6% | -1% | — |
| 21 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $1.9M | 0.5% | +3% | — |
| 22 |  $MSFT | MICROSOFT CORP | $1.6M | 0.4% | +0% | 83.7 |
| 23 | — | VANGUARD TOTAL STOCK MARKET ETF | $1.6M | 0.4% | +0% | — |
| 24 | — | VANGUARD FTSE EMERGING MARKETS ETF | $1.4M | 0.4% | -3% | — |
| 25 |  $AVGO | Broadcom Inc. | $1.3M | 0.3% | -7% | 86.4 |
| 26 | — | DIMENSIONAL US SMALL CAP VALUE ETF | $1.3M | 0.3% | +0% | — |
| 27 | — | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | $1.2M | 0.3% | -0% | — |
| 28 | — | ISHARES RUSSELL 2000 ETF | $1.1M | 0.3% | +0% | — |
| 29 | — | ISHARES ESG AWARE MSCI USA ETF | $1.0M | 0.3% | -5% | — |
| 30 | — | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $954,987 | 0.3% | -1% | — |
| 31 |  $APD | Air Products & Chemicals, Inc. | $869,437 | 0.2% | +0% | 41.2 |
| 32 |  $NVDA | NVIDIA CORP | $618,522 | 0.2% | -6% | 90.2 |
| 33 | — | ISHARES ESG AWARE MSCI EAFE ETF | $594,852 | 0.2% | -6% | — |
| 34 |  $BAC | BANK OF AMERICA CORP /DE/ | $576,128 | 0.1% | +0% | 68.4 |
| 35 |  $MCD | MCDONALDS CORP | $537,211 | 0.1% | +0% | 73.9 |
| 36 | — | SCHWAB INTERNATIONAL EQUITY ETF | $442,629 | 0.1% | +0% | — |
| 37 | — | AVANTIS REAL ESTATE ETF | $425,946 | 0.1% | -1% | — |
| 38 | — | ISHARES CORE 60/40 BALANCED ALLOCATION ETF | $415,958 | 0.1% | +0% | — |
| 39 | — | VANGUARD MID-CAP GROWTH ETF | $380,878 | 0.1% | +0% | — |
| 40 | — | ISHARES CORE S&P 500 ETF | $355,999 | 0.1% | -4% | — |
| 41 | — | ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF | $349,542 | 0.1% | +0% | — |
| 42 | — | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $341,089 | 0.1% | +3% | — |
| 43 |  $CAPL | CrossAmerica Partners LP | $338,984 | 0.1% | +0% | 48.9 |
| 44 |  $BRK.B | BERKSHIRE HATHAWAY INC | $338,315 | 0.1% | +0% | 64.5 |
| 45 | — | STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF | $322,234 | 0.1% | -1% | — |
| 46 | — | SCHWAB U.S. LARGE-CAP ETF | $317,141 | 0.1% | -16% | — |
| 47 | — | VANGUARD TAX-EXEMPT BOND ETF | $299,989 | 0.1% | +117% | — |
| 48 | — | ISHARES RUSSELL 1000 GROWTH ETF | $288,905 | 0.1% | +0% | — |
| 49 |  $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | $274,866 | 0.1% | -6% | — |
| 50 | — | SCHWAB 5-10 YEAR CORPORATE BOND ETF | $272,961 | 0.1% | +1% | — |
| 51 | — | ISHARES S&P SMALL-CAP 600 VALUE ETF | $272,909 | 0.1% | +0% | — |
| 52 | — | VANGUARD REAL ESTATE ETF | $270,761 | 0.1% | +0% | — |
| 53 | — | SCHWAB U.S. LARGE-CAP GROWTH ETF | $267,559 | 0.1% | +0% | — |
| 54 | — | ISHARES ESG AWARE MSCI USA SMALL-CAP ETF | $261,525 | 0.1% | -8% | — |
| 55 |  $IDCC | InterDigital, Inc. | $256,700 | 0.1% | +0% | 76.2 |
| 56 | — | VANGUARD S&P MID-CAP 400 GROWTH ETF | $242,058 | 0.1% | +0% | — |
| 57 |  $AMGN | AMGEN INC | $236,091 | 0.1% | +0% | 79.5 |
| 58 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $235,519 | 0.1% | +0% | 60.5 |
| 59 | — | ISHARES TRUST ISHARES USD GREEN BOND ETF | $231,519 | 0.1% | +32% | — |
| 60 | — | ISHARES ESG AWARE USD CORPORATE BOND ETF | $231,169 | 0.1% | +32% | — |
| 61 |  $GLD | SPDR GOLD TRUST | $212,133 | 0.1% | +0% | — |
| 62 |  $GOOG | Alphabet Inc. | $211,644 | 0.1% | +3% | 80.2 |
| 63 |  $CAT | CATERPILLAR INC | $205,453 | 0.1% | +0% | 67.8 |
| 64 | — | STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF | $204,796 | 0.1% | +1% | — |
| 65 |  $RTX | RTX Corp | $204,422 | 0.1% | -0% | 70 |
| 66 | — | FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND | $202,664 | 0.1% | +0% | — |
| 67 | — | ISHARES CORE S&P MID-CAP ETF | $201,645 | 0.1% | -25% | — |
| 68 |  $XOM | EXXON MOBIL CORP | $195,434 | 0.1% | +0% | 61.8 |
| 69 | — | ISHARES MSCI ACWI EX U.S. ETF | $184,732 | 0.1% | +0% | — |
| 70 | — | ISHARES 3-7 YEAR TREASURY BOND ETF | $174,342 | 0.1% | +0% | — |
| 71 |  $DIS | Walt Disney Co | $173,230 | 0.1% | +13% | 68.9 |
| 72 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $173,020 | 0.1% | +0% | 65.9 |
| 73 |  $JNJ | JOHNSON & JOHNSON | $165,241 | 0.0% | +0% | 72.8 |
| 74 |  $WMT | Walmart Inc. | $164,782 | 0.0% | +0% | 63.2 |
| 75 | — | ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF | $154,827 | 0.0% | +32% | — |
| 76 | — | VANGUARD INTERMEDIATE-TERM TREASURY ETF | $152,746 | 0.0% | +0% | — |
| 77 |  $QCOM | QUALCOMM INC/DE | $148,870 | 0.0% | +0% | 81.9 |
| 78 |  $AMZN | AMAZON COM INC | $148,705 | 0.0% | +0% | 74.6 |
| 79 |  $WT | WisdomTree, Inc. | $148,330 | 0.0% | +0% | 62.9 |
| 80 | — | VANGUARD S&P SMALL-CAP 600 GROWTH ETF | $143,253 | 0.0% | +0% | — |
| 81 |  $GLW | CORNING INC /NY | $135,970 | 0.0% | +0% | 72.7 |
| 82 | — | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $132,305 | 0.0% | +0% | — |
| 83 |  $FITB | FIFTH THIRD BANCORP | $131,157 | 0.0% | NEW | — |
| 84 | — | ISHARES CORE DIVIDEND GROWTH ETF | $125,622 | 0.0% | +0% | — |
| 85 |  $UNP | UNION PACIFIC CORP | $123,138 | 0.0% | +0% | 74 |
| 86 | — | STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF | $121,570 | 0.0% | NEW | — |
| 87 | — | VANGUARD EXTENDED MARKET ETF | $102,988 | 0.0% | +0% | — |
| 88 |  $NEE | NEXTERA ENERGY INC | $96,131 | 0.0% | +0% | 71.7 |
| 89 |  $AWK | American Water Works Company, Inc. | $95,263 | 0.0% | +0% | 61.7 |
| 90 |  $PAYX | PAYCHEX INC | $90,738 | 0.0% | +0% | 75.1 |
| 91 | — | SCHWAB U.S. MID-CAP ETF | $89,165 | 0.0% | +0% | — |
| 92 |  $JPM | JPMORGAN CHASE & CO | $87,100 | 0.0% | +103% | 35.6 |
| 93 |  $STX | Seagate Technology Holdings plc | $82,661 | 0.0% | +0% | — |
| 94 | — | ISHARES U.S. TECHNOLOGY ETF | $82,002 | 0.0% | NEW | — |
| 95 | — | VANGUARD DIVIDEND APPRECIATION ETF | $81,098 | 0.0% | -2% | — |
| 96 | — | ISHARES CORE S&P SMALL CAP ETF | $79,061 | 0.0% | -1% | — |
| 97 |  $VLGEA | VILLAGE SUPER MARKET INC | $76,901 | 0.0% | NEW | 53.9 |
| 98 | — | VANGUARD VALUE ETF | $73,518 | 0.0% | +0% | — |
| 99 | — | ISHARES CORE S&P U.S. GROWTH ETF | $73,057 | 0.0% | +0% | — |
| 100 |  $MMM | 3M CO | $72,615 | 0.0% | +0% | 60.7 |
| 101 |  $AMD | ADVANCED MICRO DEVICES INC | $71,201 | 0.0% | +0% | 78.8 |
| 102 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $70,778 | 0.0% | +0% | 66.7 |
| 103 |  $AMP | AMERIPRISE FINANCIAL INC | $70,660 | 0.0% | +0% | 70.2 |
| 104 | — | DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | $70,006 | 0.0% | +12% | — |
| 105 | — | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $69,479 | 0.0% | +0% | — |
| 106 |  $HD | HOME DEPOT, INC. | $64,484 | 0.0% | +1% | 69.2 |
| 107 | — | VANGUARD S&P 500 ETF | $63,340 | 0.0% | NEW | — |
| 108 |  $LLY | ELI LILLY & Co | $62,544 | 0.0% | +0% | 89.3 |
| 109 | — | VANGUARD GROWTH ETF | $62,461 | 0.0% | +0% | — |
| 110 |  $XYZ | Block, Inc. | $60,180 | 0.0% | +0% | 60.3 |
| 111 | — | ISHARES CORE S&P US VALUE ETF | $59,101 | 0.0% | +0% | — |
| 112 |  $GOOGL | Alphabet Inc. | $57,372 | 0.0% | +0% | 80.2 |
| 113 |  $CSCO | CISCO SYSTEMS, INC. | $56,927 | 0.0% | +0% | 72.3 |
| 114 |  $META | Meta Platforms, Inc. | $54,352 | 0.0% | +27% | 80.9 |
| 115 |  $GILD | GILEAD SCIENCES, INC. | $54,202 | 0.0% | +1% | 77.8 |
| 116 |  $PSX | Phillips 66 | $51,375 | 0.0% | +0% | 47.6 |
| 117 |  $COST | COSTCO WHOLESALE CORP /NEW | $51,348 | 0.0% | +8% | 67 |
| 118 |  $TSLA | Tesla, Inc. | $50,558 | 0.0% | +0% | 50.1 |
| 119 | — | SCHWAB US DIVIDEND EQUITY ETF | $50,162 | 0.0% | +0% | — |
| 120 | — | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $50,014 | 0.0% | +0% | — |
| 121 |  $GE | GENERAL ELECTRIC CO | $48,525 | 0.0% | +0% | 74.8 |
| 122 |  $WPM | Wheaton Precious Metals Corp. | $46,902 | 0.0% | +0% | — |
| 123 |  $GS | GOLDMAN SACHS GROUP INC | $45,456 | 0.0% | +2% | — |
| 124 |  $MDLZ | Mondelez International, Inc. | $44,037 | 0.0% | +0% | 53.9 |
| 125 | — | ISHARES MORNINGSTAR MID-CAP ETF | $40,675 | 0.0% | +0% | — |
| 126 |  $OLED | UNIVERSAL DISPLAY CORP \PA\ | $39,780 | 0.0% | +0% | 64.7 |
| 127 |  $EMR | EMERSON ELECTRIC CO | $39,306 | 0.0% | +0% | 65.9 |
| 128 | — | VANECK GOLD MINERS ETF | $38,910 | 0.0% | +0% | — |
| 129 |  $TLN | Talen Energy Corp | $38,308 | 0.0% | +0% | 66.5 |
| 130 |  $GEV | GE Vernova Inc. | $36,662 | 0.0% | +0% | 70.1 |
| 131 |  $OMC | OMNICOM GROUP INC. | $34,567 | 0.0% | +0% | 60.5 |
| 132 |  $PLTR | Palantir Technologies Inc. | $32,913 | 0.0% | +29% | 85.8 |
| 133 |  $PFE | PFIZER INC | $32,474 | 0.0% | +10% | 69 |
| 134 |  $SO | SOUTHERN CO | $30,307 | 0.0% | +0% | 65.1 |
| 135 | — | SCHWAB EMERGING MARKETS EQUITY ETF | $29,358 | 0.0% | +0% | — |
| 136 |  $CECO | CECO ENVIRONMENTAL CORP | $28,658 | 0.0% | NEW | 62.8 |
| 137 |  $WWD | Woodward, Inc. | $28,634 | 0.0% | +0% | 70.2 |
| 138 | — | VANGUARD INFORMATION TECHNOLOGY ETF | $27,909 | 0.0% | +0% | — |
| 139 |  $MU | MICRON TECHNOLOGY INC | $27,365 | 0.0% | +0% | 88.4 |
| 140 | — | ISHARES RUSSELL 1000 VALUE ETF | $27,136 | 0.0% | +0% | — |
| 141 |  $TPR | TAPESTRY, INC. | $25,867 | 0.0% | +0% | 76.4 |
| 142 | — | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | $25,256 | 0.0% | +0% | — |
| 143 |  $ABBV | AbbVie Inc. | $24,794 | 0.0% | +0% | 59.3 |
| 144 | — | ISHARES SEMICONDUCTOR ETF | $24,650 | 0.0% | +0% | — |
| 145 | — | VANGUARD UTILITIES ETF | $24,624 | 0.0% | +0% | — |
| 146 |  $CVX | CHEVRON CORP | $24,414 | 0.0% | +0% | 54.7 |
| 147 | — | VANECK JUNIOR GOLD MINERS ETF | $24,248 | 0.0% | +0% | — |
| 148 |  $NFLX | NETFLIX INC | $24,038 | 0.0% | +25% | 86.7 |
| 149 |  $PG | PROCTER & GAMBLE Co | $23,688 | 0.0% | +0% | 72.9 |
| 150 | — | DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | $23,632 | 0.0% | +55% | — |
| 151 |  $COP | CONOCOPHILLIPS | $23,496 | 0.0% | +0% | 74.8 |
| 152 |  $UGI | UGI CORP /PA/ | $22,852 | 0.0% | +0% | 70.3 |
| 153 |  $KEY | KEYCORP /NEW/ | $22,376 | 0.0% | +0% | 70.4 |
| 154 |  $DE | DEERE & CO | $20,842 | 0.0% | +0% | 57.4 |
| 155 |  $OPTT | Ocean Power Technologies, Inc. | $20,400 | 0.0% | +308% | — |
| 156 |  $TFC | TRUIST FINANCIAL CORP | $19,641 | 0.0% | +1% | — |
| 157 |  $AZN | ASTRAZENECA PLC | $19,130 | 0.0% | -50% | — |
| 158 | — | FIRST TRUST NASDAQ-100 SELECT EQUAL WEIGHT ETF | $19,046 | 0.0% | +0% | — |
| 159 |  $ABNB | Airbnb, Inc. | $18,942 | 0.0% | +0% | 70.1 |
| 160 |  $BABA | Alibaba Group Holding Ltd | $18,819 | 0.0% | +0% | — |
| 161 |  $CMI | CUMMINS INC | $18,513 | 0.0% | +0% | 58.9 |
| 162 |  $RGLD | ROYAL GOLD INC | $17,814 | 0.0% | +0% | 79.4 |
| 163 |  $USB | US BANCORP DE | $17,714 | 0.0% | +1% | 71.4 |
| 164 | — | ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF | $17,167 | 0.0% | +1% | — |
| 165 |  $VZ | VERIZON COMMUNICATIONS INC | $16,265 | 0.0% | +0% | 71.6 |
| 166 |  $MS | MORGAN STANLEY | $16,128 | 0.0% | +0% | — |
| 167 | $WT | WisdomTree, Inc. | $15,536 | 0.0% | +0% | 62.9 |
| 168 | — | VANGUARD MID-CAP ETF | $15,221 | 0.0% | +0% | — |
| 169 |  $OKLO | Oklo Inc. | $14,877 | 0.0% | +0% | — |
| 170 |  $SBUX | STARBUCKS CORP | $14,796 | 0.0% | +3% | 54.6 |
| 171 |  $VKTX | Viking Therapeutics, Inc. | $14,643 | 0.0% | +0% | — |
| 172 |  $NRG | NRG ENERGY, INC. | $14,614 | 0.0% | +0% | 59.5 |
| 173 |  $MRK | Merck & Co., Inc. | $14,315 | 0.0% | +0% | 70.9 |
| 174 |  $UPS | UNITED PARCEL SERVICE INC | $14,167 | 0.0% | -21% | 58.2 |
| 175 |  $STT | STATE STREET CORP | $13,526 | 0.0% | +0% | 61.5 |
| 176 | — | ISHARES BIOTECHNOLOGY ETF | $13,347 | 0.0% | +0% | — |
| 177 | — | ISHARES RUSSELL 2000 VALUE ETF | $13,271 | 0.0% | +0% | — |
| 178 | — | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $13,206 | 0.0% | +0% | — |
| 179 | — | FIDELITY HIGH DIVIDEND ETF | $13,037 | 0.0% | +0% | — |
| 180 | — | ISHARES CORE MSCI EMERGING MARKETS ETF | $12,625 | 0.0% | +0% | — |
| 181 |  $COR | Cencora, Inc. | $12,566 | 0.0% | +0% | 59.6 |
| 182 |  $BMY | BRISTOL MYERS SQUIBB CO | $12,130 | 0.0% | +0% | 70.1 |
| 183 |  $SPOT | Spotify Technology S.A. | $12,123 | 0.0% | +400% | — |
| 184 |  $BA | BOEING CO | $11,942 | 0.0% | +0% | 51.8 |
| 185 | — | ISHARES ESG ADVANCED MSCI USA ETF | $11,923 | 0.0% | +0% | — |
| 186 | — | VANGUARD SMALL-CAP GROWTH ETF | $11,486 | 0.0% | +0% | — |
| 187 |  $TSCO | TRACTOR SUPPLY CO /DE/ | $11,390 | 0.0% | +0% | 60.7 |
| 188 |  $PFH | PRUDENTIAL FINANCIAL INC | $11,039 | 0.0% | +33% | 58.6 |
| 189 |  $PM | Philip Morris International Inc. | $11,008 | 0.0% | +0% | 80.5 |
| 190 |  $UNH | UNITEDHEALTH GROUP INC | $10,824 | 0.0% | +82% | 66.8 |
| 191 | — | SCHWAB U.S. LARGE-CAP VALUE ETF | $10,797 | 0.0% | +0% | — |
| 192 |  $ABT | ABBOTT LABORATORIES | $10,575 | 0.0% | +0% | 67 |
| 193 |  $PPL | PPL Corp | $10,020 | 0.0% | +1% | 70.3 |
| 194 | — | FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF | $9,843 | 0.0% | +0% | — |
| 195 | — | GLOBAL X SILVER MINERS ETF | $9,639 | 0.0% | +0% | — |
| 196 | — | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | $9,416 | 0.0% | +0% | — |
| 197 | — | ISHARES S&P 500 GROWTH ETF | $9,275 | 0.0% | +0% | — |
| 198 |  $GD | GENERAL DYNAMICS CORP | $9,267 | 0.0% | +0% | 73 |
| 199 |  $J | JACOBS SOLUTIONS INC. | $9,151 | 0.0% | +0% | 47.7 |
| 200 | — | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $8,506 | 0.0% | +0% | — |
| 201 |  $ISRG | INTUITIVE SURGICAL INC | $8,298 | 0.0% | +0% | 81.4 |
| 202 |  $SAP | SAP SE | $8,218 | 0.0% | +0% | — |
| 203 |  $CRM | Salesforce, Inc. | $8,213 | 0.0% | +0% | 75.2 |
| 204 |  $DELL | Dell Technologies Inc. | $8,207 | 0.0% | +0% | 76 |
| 205 |  $SOLV | Solventum Corp | $8,163 | 0.0% | +0% | 55.7 |
| 206 |  $WFC | WELLS FARGO & COMPANY/MN | $7,961 | 0.0% | +0% | — |
| 207 |  $FCX | FREEPORT-MCMORAN INC | $7,935 | 0.0% | +0% | 73.1 |
| 208 | — | ISHARES 0-5 YEAR TIPS BOND ETF | $7,861 | 0.0% | -28% | — |
| 209 | — | STATE STREET SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF | $7,796 | 0.0% | +0% | — |
| 210 |  $IBKR | Interactive Brokers Group, Inc. | $7,780 | 0.0% | +0% | 75.5 |
| 211 |  $IBIT | iShares Bitcoin Trust ETF | $7,684 | 0.0% | +0% | — |
| 212 |  $T | AT&T INC. | $7,649 | 0.0% | +0% | 71.9 |
| 213 | — | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $7,586 | 0.0% | +0% | — |
| 214 | — | VANGUARD CONSUMER DISCRETIONARY ETF | $7,221 | 0.0% | +0% | — |
| 215 |  $UBER | Uber Technologies, Inc | $7,193 | 0.0% | +0% | 79.3 |
| 216 |  $KO | COCA COLA CO | $6,464 | 0.0% | +0% | 74 |
| 217 |  $UTG | REAVES UTILITY INCOME FUND | $6,275 | 0.0% | +2% | — |
| 218 |  $FRPT | Freshpet, Inc. | $5,896 | 0.0% | +0% | 65.1 |
| 219 |  $HSY | HERSHEY CO | $5,613 | 0.0% | +0% | 59.4 |
| 220 |  $V | VISA INC. | $5,440 | 0.0% | +0% | 83.5 |
| 221 | — | FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF | $5,415 | 0.0% | +0% | — |
| 222 |  $CI | Cigna Group | $5,407 | 0.0% | +0% | 66.8 |
| 223 |  $GH | Guardant Health, Inc. | $5,357 | 0.0% | +0% | 36.1 |
| 224 |  $UBSI | UNITED BANKSHARES INC/WV | $5,136 | 0.0% | +0% | — |
| 225 |  $BROS | Dutch Bros Inc. | $5,066 | 0.0% | +0% | 65.9 |
| 226 |  $MP | MP Materials Corp. / DE | $4,826 | 0.0% | +0% | 23.5 |
| 227 | — | ISHARES ESG ADVANCED MSCI EAFE ETF | $4,527 | 0.0% | +0% | — |
| 228 |  $LRCX | LAM RESEARCH CORP | $4,273 | 0.0% | NEW | 82.4 |
| 229 |  $ADX | ADAMS DIVERSIFIED EQUITY FUND, INC. | $4,247 | 0.0% | +0% | — |
| 230 |  $PHYS | Sprott Physical Gold Trust | $4,111 | 0.0% | -55% | — |
| 231 |  $AMAT | APPLIED MATERIALS INC /DE | $4,101 | 0.0% | +0% | 74.8 |
| 232 |  $CAVA | CAVA GROUP, INC. | $4,045 | 0.0% | +0% | 62.7 |
| 233 |  $MA | Mastercard Inc | $3,997 | 0.0% | +0% | 81.7 |
| 234 |  $TOST | Toast, Inc. | $3,977 | 0.0% | +0% | 69.5 |
| 235 |  $MO | ALTRIA GROUP, INC. | $3,959 | 0.0% | +0% | 72.1 |
| 236 |  $SNOW | Snowflake Inc. | $3,771 | 0.0% | +0% | 49.6 |
| 237 |  $PANW | Palo Alto Networks Inc | $3,527 | 0.0% | +0% | 66.5 |
| 238 |  $ICLR | ICON PLC | $3,320 | 0.0% | +0% | — |
| 239 | — | GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | $3,034 | 0.0% | +0% | — |
| 240 |  $LMT | LOCKHEED MARTIN CORP | $3,022 | 0.0% | +0% | 65 |
| 241 | — | VANGUARD S&P SMALL-CAP 600 VALUE ETF | $2,849 | 0.0% | +0% | — |
| 242 |  $MNST | Monster Beverage Corp | $2,826 | 0.0% | +0% | 77 |
| 243 | — | ISHARES MSCI USA VALUE FACTOR ETF | $2,702 | 0.0% | +0% | — |
| 244 | — | ISHARES U.S. TREASURY BOND ETF | $2,589 | 0.0% | +0% | — |
| 245 |  $LIN | LINDE PLC | $2,479 | 0.0% | +0% | — |
| 246 |  $IIPR | INNOVATIVE INDUSTRIAL PROPERTIES INC | $2,458 | 0.0% | +0% | 56.3 |
| 247 |  $D | DOMINION ENERGY, INC | $2,411 | 0.0% | +0% | 74.9 |
| 248 |  $SNY | Sanofi | $2,361 | 0.0% | +0% | — |
| 249 |  $HON | HONEYWELL INTERNATIONAL INC | $2,260 | 0.0% | +0% | 65.7 |
| 250 |  $TMUS | T-Mobile US, Inc. | $2,100 | 0.0% | +0% | 72.7 |
| 251 |  $OSK | OSHKOSH CORP | $2,061 | 0.0% | +0% | 53 |
| 252 |  $AME | AMETEK INC/ | $1,929 | 0.0% | +0% | 74.2 |
| 253 |  $CHEF | Chefs' Warehouse, Inc. | $1,902 | 0.0% | +0% | 58.3 |
| 254 |  $AMT | AMERICAN TOWER CORP /MA/ | $1,898 | 0.0% | +0% | 69.8 |
| 255 |  $RJF | RAYMOND JAMES FINANCIAL INC | $1,882 | 0.0% | +0% | 63.8 |
| 256 |  $HUM | HUMANA INC | $1,734 | 0.0% | +0% | 82 |
| 257 |  $WBD | Warner Bros. Discovery, Inc. | $1,620 | 0.0% | +0% | 42.1 |
| 258 | — | ISHARES S&P MID-CAP 400 GROWTH ETF | $1,610 | 0.0% | +0% | — |
| 259 |  $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | $1,538 | 0.0% | +0% | 74.6 |
| 260 |  $HWM | Howmet Aerospace Inc. | $1,383 | 0.0% | +0% | 79.1 |
| 261 | — | ISHARES U.S. AEROSPACE & DEFENSE ETF | $1,313 | 0.0% | +0% | — |
| 262 |  $PEP | PEPSICO INC | $1,242 | 0.0% | +0% | 62.7 |
| 263 |  $RXRX | RECURSION PHARMACEUTICALS, INC. | $1,228 | 0.0% | +0% | 13.6 |
| 264 |  $BN | BROOKFIELD Corp /ON/ | $1,214 | 0.0% | +0% | — |
| 265 |  $CL | COLGATE PALMOLIVE CO | $1,193 | 0.0% | +0% | 72.4 |
| 266 |  $STAG | STAG Industrial, Inc. | $1,082 | 0.0% | +0% | 67.8 |
| 267 |  $MDT | Medtronic plc | $1,040 | 0.0% | +0% | — |
| 268 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $983 | 0.0% | +0% | 63.7 |
| 269 |  $SHW | SHERWIN WILLIAMS CO | $962 | 0.0% | +0% | 65.3 |
| 270 |  $LOW | LOWES COMPANIES INC | $945 | 0.0% | +0% | 63.5 |
| 271 |  $JAZZ | Jazz Pharmaceuticals plc | $945 | 0.0% | +0% | — |
| 272 | — | ISHARES U.S. PHARMACEUTICALS ETF | $780 | 0.0% | +0% | — |
| 273 |  $ADBE | ADOBE INC. | $729 | 0.0% | +0% | 80.4 |
| 274 | — | FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF | $591 | 0.0% | +0% | — |
| 275 | — | ISHARES MSCI ACWI ETF | $553 | 0.0% | +0% | — |
| 276 |  $OPEN | Opendoor Technologies Inc. | $468 | 0.0% | NEW | 37.1 |
| 277 |  $SBSW | Sibanye Stillwater Ltd | $431 | 0.0% | +0% | — |
| 278 | — | ISHARES MORNINGSTAR MID-CAP GROWTH ETF | $394 | 0.0% | +0% | — |
| 279 | — | VANGUARD MID-CAP VALUE ETF | $369 | 0.0% | +0% | — |
| 280 | — | VANGUARD TOTAL BOND MARKET ETF | $368 | 0.0% | -44% | — |
| 281 |  $VTRS | Viatris Inc | $324 | 0.0% | +100% | 47.1 |
| 282 | — | ISHARES RUSSELL 2000 GROWTH ETF | $314 | 0.0% | +0% | — |
| 283 |  $NMAX | Newsmax Inc. | $209 | 0.0% | +0% | 33.1 |
| 284 |  $EGHT | 8X8 INC /DE/ | $166 | 0.0% | +0% | 45.1 |
| 285 |  $SOLS | Solstice Advanced Materials Inc. | $152 | 0.0% | +0% | — |
| 286 |  $SVM | SILVERCORP METALS INC | $140 | 0.0% | +86% | — |
| 287 |  $AMTM | Amentum Holdings, Inc. | $104 | 0.0% | +0% | 55.6 |
| 288 |  $CNF | CNFinance Holdings Ltd. | $98 | 0.0% | +0% | — |
| 289 |  $HITI | High Tide Inc. | $46 | 0.0% | NEW | — |
| 290 |  $UNIT | Uniti Group Inc. | $38 | 0.0% | +0% | — |
| 291 |  $NOK | NOKIA CORP | $16 | 0.0% | NEW | — |
| 292 |  $GOSS | Gossamer Bio, Inc. | $8 | 0.0% | +0% | 27.1 |
New Positions (10)
$FITB FIFTH THIRD BANCORP$131,157 STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF$121,570
ISHARES U.S. TECHNOLOGY ETF$82,002
$VLGEA VILLAGE SUPER MARKET INC$76,901 VANGUARD S&P 500 ETF$63,340
$CECO CECO ENVIRONMENTAL CORP$28,658$LRCX LAM RESEARCH CORP$4,273$OPEN Opendoor Technologies Inc.$468$HITI High Tide Inc.$46$NOK NOKIA CORP$16Exited Positions (12)
COMERICA INC COM
SEI ENHANCED U.S. LARGE CAP VALUE FACTOR ETF
SEI ENHANCED U.S. LARGE CAP MOMENTUM FACTOR ETF
$CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP SCHWAB U.S. SMALL-CAP ETF
SEI ENHANCED U.S. LARGE CAP QUALITY FACTOR ETF
STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF
ISHARES MSCI EAFE GROWTH ETF
$ULTA Ulta Beauty, Inc. ISHARES MSCI EAFE VALUE ETF
FIRST TRUST ENHANCED SHORT MATURITY ETF
$TGT TARGET CORPBrowse Top Institutional Investors
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