0001909851-22-000001.txt : 20220211 0001909851-22-000001.hdr.sgml : 20220211 20220210212957 ACCESSION NUMBER: 0001909851-22-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220211 DATE AS OF CHANGE: 20220210 EFFECTIVENESS DATE: 20220211 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Morton Brown Family Wealth, LLC CENTRAL INDEX KEY: 0001909851 IRS NUMBER: 824566852 STATE OF INCORPORATION: PA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21768 FILM NUMBER: 22616354 BUSINESS ADDRESS: STREET 1: 600 W HAMILTON ST STREET 2: STE 300 CITY: ALLENTOWN STATE: PA ZIP: 18101 BUSINESS PHONE: 6107095072 MAIL ADDRESS: STREET 1: 600 W HAMILTON ST STREET 2: STE 300 CITY: ALLENTOWN STATE: PA ZIP: 18101 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001909851 XXXXXXXX 12-31-2021 12-31-2021 Morton Brown Family Wealth, LLC
600 W HAMILTON ST STE 300 ALLENTOWN PA 18101
13F HOLDINGS REPORT 028-21768 N
Kathryn Brown Founder and Principal 610.709.5072 Kathryn Brown Allentown PA 02-10-2022 0 242 130501 false
INFORMATION TABLE 2 morton4q21.xml MAGELLAN INDS INC COM PAR $0.001 Common Stock 559072301 0 6 SH SOLE 0 0 6 NORTEL NETWORKS CORP NEW COM NEW Common Stock 656568508 0 57 SH SOLE 0 0 57 PROSHARES VIX SHORT-TERM FUTURES ETF Exchange Traded Fund 74347Y854 0 2 SH SOLE 0 0 2 ORBITAL CORP SHS NEW Common Stock Q7151P116 0 495 SH SOLE 0 0 495 EOG RES INC COM Common Stock 26875P101 0 5 SH SOLE 0 0 5 EATON CORP PLC SHS Common Stock G29183103 1 3 SH SOLE 0 0 3 ESSA BANCORP INC COM Common Stock 29667D104 1 33 SH SOLE 0 0 33 DASSAULT SYSTEMES SPONSORED ADR American Depository Receipt 237545108 1 10 SH SOLE 0 0 10 ATERIAN INC COM Common Stock 02156U101 1 147 SH SOLE 0 0 147 COPART INC COM Common Stock 217204106 1 4 SH SOLE 0 0 4 EMBASSY BANCORP INC COM Common Stock 290791102 1 31 SH SOLE 0 0 31 PRUDENTIAL FINL INC COM Common Stock 744320102 1 6 SH SOLE 0 0 6 FIFTH THIRD BANCORP COM Common Stock 316773100 1 16 SH SOLE 0 0 16 WOLTERS KLUWER N V SPONSORED ADR American Depository Receipt 977874205 1 6 SH SOLE 0 0 6 TRACTOR SUPPLY CO COM Common Stock 892356106 1 3 SH SOLE 0 0 3 CENNTRO ELECTRIC GROUP LIMITED ORD SHS Common Stock Q6519V120 1 134 SH SOLE 0 0 134 PRINCIPAL FINANCIAL GROUP INC COM Common Stock 74251V102 1 10 SH SOLE 0 0 10 WATERS CORP COM Common Stock 941848103 1 2 SH SOLE 0 0 2 TEMPUR SEALY INTL INC COM Common Stock 88023U101 1 16 SH SOLE 0 0 16 CHARLES RIV LABS INTL INC COM Common Stock 159864107 1 2 SH SOLE 0 0 2 MACQUARIE GROUP LIMITED ADR NEW American Depository Receipt 55607P204 1 5 SH SOLE 0 0 5 ERSTE GROUP BK A G SPONSORED ADR American Depository Receipt 296036304 1 32 SH SOLE 0 0 32 SPECTRUM BRANDS HLDGS INC NEW COM Common Stock 84790A105 1 8 SH SOLE 0 0 8 PROLOGIS INC. 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Stock 282914100 2 100 SH SOLE 0 0 100 IQVIA HLDGS INC COM Common Stock 46266C105 2 6 SH SOLE 0 0 6 METTLER TOLEDO INTERNATIONAL COM Common Stock 592688105 2 1 SH SOLE 0 0 1 FISKER INC CL A COM STK Common Stock 33813J106 2 109 SH SOLE 0 0 109 CHIPOTLE MEXICAN GRILL INC COM Common Stock 169656105 2 1 SH SOLE 0 0 1 SHERWIN WILLIAMS CO COM Common Stock 824348106 2 5 SH SOLE 0 0 5 ISHARES RUSSELL MID-CAP ETF Exchange Traded Fund 464287499 2 22 SH SOLE 0 0 22 AMPHENOL CORP NEW CL A Common Stock 032095101 2 21 SH SOLE 0 0 21 TOKYO ELECTRON LTD ADR American Depository Receipt 889110102 2 13 SH SOLE 0 0 13 HILTON WORLDWIDE HLDGS INC COM Common Stock 43300A203 2 12 SH SOLE 0 0 12 SCHWAB U.S. TIPS ETF Exchange Traded Fund 808524870 2 30 SH SOLE 0 0 30 JOHNSON CTLS INTL PLC SHS Common Stock G51502105 2 25 SH SOLE 0 0 25 CAPGEMINI S E UNSPONSORED ADR American Depository Receipt 13961R100 2 43 SH SOLE 0 0 43 ISHARES CORE HIGH DIVIDEND ETF Exchange Traded Fund 46429B663 2 21 SH SOLE 0 0 21 IHS MARKIT 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SOLE 0 0 215 RIVIAN AUTOMOTIVE INC COM CL A Common Stock 76954A103 9 83 SH SOLE 0 0 83 ISHARES SELECT DIVIDEND ETF Exchange Traded Fund 464287168 9 74 SH SOLE 0 0 74 FRESHPET INC COM Common Stock 358039105 10 100 SH SOLE 0 0 100 BK OF AMERICA CORP COM Common Stock 060505104 10 220 SH SOLE 0 0 220 ISHARES MSCI USA VALUE FACTOR ETF Exchange Traded Fund 46432F388 10 90 SH SOLE 0 0 90 SPDR PORTFOLIO SHORT TERM TREASURY ETF Exchange Traded Fund 78468R101 10 334 SH SOLE 0 0 334 ANTHEM INC COM Common Stock 036752103 10 22 SH SOLE 0 0 22 UNITEDHEALTH GROUP INC COM Common Stock 91324P102 12 23 SH SOLE 0 0 23 ISHARES BIOTECHNOLOGY FUND Exchange Traded Fund 464287556 12 78 SH SOLE 0 0 78 NEW YORK CMNTY BANCORP INC COM Common Stock 649445103 12 1000 SH SOLE 0 0 1000 BECTON DICKINSON & CO COM Common Stock 075887109 13 50 SH SOLE 0 0 50 NOKIA CORP SPONSORED ADR American Depository Receipt 654902204 13 2100 SH SOLE 0 0 2100 TORONTO DOMINION BK ONT COM NEW Common Stock 891160509 13 174 SH SOLE 0 0 174 TRUIST FINL CORP COM Common Stock 89832Q109 15 253 SH SOLE 0 0 253 NETFLIX INC COM Common Stock 64110L106 15 25 SH SOLE 0 0 25 WISDOMTREE INTERNATIONAL EQUITY FUND Exchange Traded Fund 97717W703 15 280 SH SOLE 0 0 280 ISHARES CORE DIVIDEND GROWTH ETF Exchange Traded Fund 46434V621 17 299 SH SOLE 0 0 299 JOHNSON & JOHNSON COM Common Stock 478160104 17 100 SH SOLE 0 0 100 PHILLIPS 66 COM Common Stock 718546104 17 238 SH SOLE 0 0 238 AT&T INC COM Common Stock 00206R102 18 717 SH SOLE 0 0 717 3M CO COM Common Stock 88579Y101 18 100 SH SOLE 0 0 100 VERIZON COMMUNICATIONS INC COM Common Stock 92343V104 18 347 SH SOLE 0 0 347 SALESFORCE COM INC COM Common Stock 79466L302 20 80 SH SOLE 0 0 80 VANGUARD FTSE EMERGING MARKETS ETF Exchange Traded Fund 922042858 21 425 SH SOLE 0 0 425 KIMBERLY-CLARK CORP COM Common Stock 494368103 22 150 SH SOLE 0 0 150 ISHARES RUSSELL 1000 VALUE ETF Exchange Traded Fund 464287598 22 131 SH SOLE 0 0 131 CARRIER GLOBAL CORPORATION COM Common Stock 14448C104 22 409 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