MORTON BROWN FAMILY WEALTH, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CAPL | 16K | $338.98K |
 | BAC | 12K | $576.13K |
 | AAPL | 9K | $2.18M |
 | MSFT | 4K | $1.65M |
 | AVGO | 4K | $1.27M |
 | NVDA | 4K | $618.52K |
 | APD | 3K | $869.44K |
 | FITB | 3K | $131.16K |
 | VLGEA | 2K | $76.90K |
 | DIS | 2K | $173.23K |
 | MCD | 2K | $537.21K |
 | WMT | 1K | $164.78K |
 | PFE | 1K | $32.47K |
 | QCOM | 1K | $148.87K |
 | XOM | 1K | $195.43K |
 | KEY | 1K | $22.38K |
 | RTX | 1K | $204.42K |
 | NEE | 1K | $96.13K |
 | GLW | 1K | $135.97K |
 | XYZ | 1K | $60.18K |
CrossAmerica Partners LP
CAPL
Shares Held
16K
Value
$338.98K
Bank of America Corporation
BAC
Shares Held
12K
Value
$576.13K
Apple Inc.
AAPL
Shares Held
9K
Value
$2.18M
Microsoft Corporation
MSFT
Shares Held
4K
Value
$1.65M
Broadcom Inc.
AVGO
Shares Held
4K
Value
$1.27M
NVIDIA Corporation
NVDA
Shares Held
4K
Value
$618.52K
Air Products and Chemicals, Inc.
APD
Shares Held
3K
Value
$869.44K
Fifth Third Bancorp
FITB
Shares Held
3K
Value
$131.16K
Village Super Market, Inc.
VLGEA
Shares Held
2K
Value
$76.90K
The Walt Disney Company
DIS
Shares Held
2K
Value
$173.23K
McDonald's Corporation
MCD
Shares Held
2K
Value
$537.21K
Walmart Inc.
WMT
Shares Held
1K
Value
$164.78K
Pfizer Inc.
PFE
Shares Held
1K
Value
$32.47K
QUALCOMM Incorporated
QCOM
Shares Held
1K
Value
$148.87K
Exxon Mobil Corporation
XOM
Shares Held
1K
Value
$195.43K
KeyCorp
KEY
Shares Held
1K
Value
$22.38K
RTX Corporation
RTX
Shares Held
1K
Value
$204.42K
NextEra Energy, Inc.
NEE
Shares Held
1K
Value
$96.13K
Corning Inc
GLW
Shares Held
1K
Value
$135.97K
Block, Inc.
XYZ
Shares Held
1K
Value
$60.18K