Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
 
     
Company Main View
  Name: Morton Brown Family Wealth LLC
  City: ALLENTOWN
  State: PA
  Zip: 18101
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $242,275,000
  Total Value Change : $14,046,000
  Securities Held Change : -72
   
All Securities Held : 216
  New Positions : 15
  Closed Positions : 89
  Increased Positions : 37
  Unchanged Positions : 87
  Decreased Positions : 77

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

    
Holdings Found : 14     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
     Menu
 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (GOVT)1 Year Chart         GOVT Ishares Barclays Us Treasur... 109 New $0.00 $30,000 1,333 0.01% 30,000 1,333 0    N/A
   (FPE)1 Year Chart         FPE First Trust Preferred Secur... 136 New $17.37 $15,000 840 0.01% 15,000 840 0    N/A
   (JEPQ)1 Year Chart         JEPQ Jpmorgan Nasdaq Equity Prem... 135 New $0.00 $15,000 278 0.01% 15,000 278 0    N/A
   (CMG)1 Year Chart         CMG Chipotle Mexican Grill Inc 133 New $3,211.66 $15,000 5 0.01% 15,000 5 0.001    Restaurants
   (RSP)1 Year Chart         RSP Guggenheim ETF Trust - Gugg... 139 New $165.08 $14,000 81 0.01% 14,000 81 0    Closed - End Fund - E...
   (EZY)1 Year Chart         EZY WisdomTree LargeCap Value 145 New $73.25 $12,000 164 0% 12,000 164 0    N/A
   (CFT)1 Year Chart         CFT iShares Barclays Credit Bond 164 New $50.48 $8,000 152 0% 8,000 152 0    Closed - End Fund - E...
   (TLH)1 Year Chart         TLH iShares Barclays 10-20 Year... 162 New $103.94 $8,000 78 0% 8,000 78 0    Closed - End Fund - E...
   (ARKK)1 Year Chart         ARKK Ark Innovation ETF 173 New $44.76 $6,000 120 0% 6,000 120 0    N/A
   (ICLR)1 Year Chart         ICLR ICON plc (ADR) 176 New $322.02 $5,000 15 0% 5,000 15 0    Research Services
   (TSLA)1 Year Chart         TSLA Tesla Motors Inc 179 New $177.81 $4,000 23 0% 4,000 23 0    Auto Manufacturers
   (SHY)1 Year Chart         SHY Ishares Barclays 1-3 Treasu... 185 New $81.47 $3,000 34 0% 3,000 34 0    Closed - End Fund - E...
   (AAL)1 Year Chart         AAL American Airlines Group Inc 203 New $11.43 $1,000 56 0% 1,000 56 0    Major Airlines
   (INTC)1 Year Chart         INTC Intel Corp 295 New $30.42 $0 2 0% 0 2 0    Semiconductor- Broad...
      14 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us