MORTON BROWN FAMILY WEALTH, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CAPL | 16K | $336.05K |
 | BAC | 12K | $649.99K |
 | AAPL | 9K | $2.39M |
 | MSFT | 4K | $2.14M |
 | AVGO | 4K | $1.53M |
 | NVDA | 4K | $700.04K |
 | APD | 3K | $739.33K |
 | MCD | 2K | $527.88K |
 | DIS | 2K | $181.69K |
 | CMA | 2K | $131.53K |
 | WMT | 1K | $147.65K |
 | QCOM | 1K | $197.73K |
 | XOM | 1K | $138.34K |
 | KEY | 1K | $23.03K |
 | RTX | 1K | $195.08K |
 | PFE | 1K | $26.15K |
 | NEE | 1K | $83.09K |
 | GLW | 1K | $87.56K |
 | XYZ | 1K | $65.09K |
 | PAYX | 985 | $110.50K |
CrossAmerica Partners LP
CAPL
Shares Held
16K
Value
$336.05K
Bank of America Corporation
BAC
Shares Held
12K
Value
$649.99K
Apple Inc.
AAPL
Shares Held
9K
Value
$2.39M
Microsoft Corporation
MSFT
Shares Held
4K
Value
$2.14M
Broadcom Inc.
AVGO
Shares Held
4K
Value
$1.53M
NVIDIA Corporation
NVDA
Shares Held
4K
Value
$700.04K
Air Products and Chemicals, Inc.
APD
Shares Held
3K
Value
$739.33K
McDonald's Corporation
MCD
Shares Held
2K
Value
$527.88K
The Walt Disney Company
DIS
Shares Held
2K
Value
$181.69K
Comerica Incorporated
CMA
Shares Held
2K
Value
$131.53K
Walmart Inc.
WMT
Shares Held
1K
Value
$147.65K
QUALCOMM Incorporated
QCOM
Shares Held
1K
Value
$197.73K
Exxon Mobil Corporation
XOM
Shares Held
1K
Value
$138.34K
KeyCorp
KEY
Shares Held
1K
Value
$23.03K
RTX Corporation
RTX
Shares Held
1K
Value
$195.08K
Pfizer Inc.
PFE
Shares Held
1K
Value
$26.15K
NextEra Energy, Inc.
NEE
Shares Held
1K
Value
$83.09K
Corning Incorporated
GLW
Shares Held
1K
Value
$87.56K
Block, Inc.
XYZ
Shares Held
1K
Value
$65.09K
Paychex, Inc.
PAYX
Shares Held
985
Value
$110.50K