MORTON BROWN FAMILY WEALTH, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BAC | 12K | $619.49K |
 | CAPL | 10K | $210.22K |
 | AAPL | 9K | $2.22M |
 | AVGO | 5K | $1.54M |
 | NVDA | 4K | $690.82K |
 | DIS | 2K | $268.39K |
 | MSFT | 2K | $1.14M |
 | WMT | 1K | $131.67K |
 | QCOM | 1K | $192.31K |
 | XOM | 1K | $129.28K |
 | KEY | 1K | $20.86K |
 | RTX | 1K | $185.49K |
 | IDCC | 1K | $362.49K |
 | PFE | 1K | $26.60K |
 | NEE | 1K | $76.70K |
 | GLW | 1K | $82.03K |
 | PAYX | 985 | $124.86K |
 | MCD | 962 | $292.28K |
 | MDLZ | 761 | $47.54K |
 | CSCO | 704 | $48.15K |
Bank of America Corporation
BAC
Shares Held
12K
Value
$619.49K
CrossAmerica Partners LP
CAPL
Shares Held
10K
Value
$210.22K
Apple Inc.
AAPL
Shares Held
9K
Value
$2.22M
Broadcom Inc.
AVGO
Shares Held
5K
Value
$1.54M
NVIDIA Corporation
NVDA
Shares Held
4K
Value
$690.82K
The Walt Disney Company
DIS
Shares Held
2K
Value
$268.39K
Microsoft Corporation
MSFT
Shares Held
2K
Value
$1.14M
Walmart Inc.
WMT
Shares Held
1K
Value
$131.67K
QUALCOMM Incorporated
QCOM
Shares Held
1K
Value
$192.31K
Exxon Mobil Corporation
XOM
Shares Held
1K
Value
$129.28K
KeyCorp
KEY
Shares Held
1K
Value
$20.86K
RTX Corporation
RTX
Shares Held
1K
Value
$185.49K
InterDigital, Inc.
IDCC
Shares Held
1K
Value
$362.49K
Pfizer Inc.
PFE
Shares Held
1K
Value
$26.60K
NextEra Energy, Inc.
NEE
Shares Held
1K
Value
$76.70K
Corning Incorporated
GLW
Shares Held
1K
Value
$82.03K
Paychex, Inc.
PAYX
Shares Held
985
Value
$124.86K
McDonald's Corporation
MCD
Shares Held
962
Value
$292.28K
Mondelez International, Inc.
MDLZ
Shares Held
761
Value
$47.54K
Cisco Systems, Inc.
CSCO
Shares Held
704
Value
$48.15K