Brady Family Wealth, LLC Portfolio Holdings

Brady Family Wealth, LLC

  • $333 Billion
  • Q3 2024

Brady Family Wealth, LLC has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $333 Billion distributed in 118 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $26.4B, Microsoft Corp with a value of $19.7B, Lowes Companies Inc with a value of $11.5B, Alphabet Inc. with a value of $11.4B, and Accenture PLC with a value of $8.69B.

Examining the 13F form we can see an increase of $23.2B in the current position value, from $310B to 333B.

Brady Family Wealth, LLC is based out at Saint Louis, MO

Below you can find more details about Brady Family Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $333 Billion
Technology: $96.2 Billion
Financial Services: $47.8 Billion
Healthcare: $40.7 Billion
Consumer Cyclical: $36.4 Billion
ETFs: $31.8 Billion
Industrials: $24.8 Billion
Consumer Defensive: $19.8 Billion
Communication Services: $18.3 Billion
Other: $17 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.74T
$26.4 Billion 7.91% of portfolio
113,124
Q3 2024 Added 1.05%
$3.12T
$19.7 Billion 5.91% of portfolio
45,728
Q3 2024 Reduced 0.58%
$171B
$11.5 Billion 3.46% of portfolio
42,584
Q3 2024 Added 1.03%
$984B
$11.4 Billion 3.42% of portfolio
68,597
Q3 2024 Added 1.55%
$228B
$8.69 Billion 2.61% of portfolio
24,592
Q3 2024 Added 2.11%
$146B
$8.61 Billion 2.59% of portfolio
23,842
Q3 2024 Added 3.34%
$156B
$8.6 Billion 2.58% of portfolio
9,056
Q3 2024 Reduced 4.61%
$66.8B
$7.83 Billion 2.35% of portfolio
45,392
Q3 2024 Added 939.43%
$512B
$7.15 Billion 2.15% of portfolio
25,999
Q3 2024 Added 1.13%
$207B
$7.08 Billion 2.13% of portfolio
62,132
Q3 2024 Reduced 0.33%
$225B
$6.87 Billion 2.06% of portfolio
40,405
Q3 2024 Added 0.44%
$177B
$6.78 Billion 2.03% of portfolio
32,807
Q3 2024 Reduced 2.58%
$620B
$6.52 Billion 1.96% of portfolio
14,157
Q3 2024 Added 0.05%
$119B
$6.46 Billion 1.94% of portfolio
22,401
Q3 2024 Reduced 1.22%
$2.05T
$6.33 Billion 1.9% of portfolio
33,991
Q3 2024 Added 3.54%
$115B
$6.24 Billion 1.87% of portfolio
27,111
Q3 2024 Reduced 1.53%
$241B
$5.95 Billion 1.79% of portfolio
111,825
Q3 2024 Reduced 0.69%
$157B
$5.82 Billion 1.75% of portfolio
18,068
Q3 2024 Reduced 1.19%
$407B
$5.77 Billion 1.73% of portfolio
35,592
Q3 2024 Reduced 2.19%
$0
$5.42 Billion 1.63% of portfolio
9,388
Q3 2024 Added 2.53%
$126B
$5.14 Billion 1.54% of portfolio
18,573
Q3 2024 Reduced 1.31%
$339B
$5 Billion 1.5% of portfolio
18,279
Q3 2024 Added 1.79%
$118B
$4.94 Billion 1.48% of portfolio
50,654
Q3 2024 Reduced 3.87%
$64.1B
$4.87 Billion 1.46% of portfolio
37,047
Q3 2024 Reduced 0.59%
$84.9B
$4.65 Billion 1.39% of portfolio
17,726
Q3 2024 Added 1.4%
$145B
$4.57 Billion 1.37% of portfolio
38,888
Q3 2024 Added 2.34%
$74.1B
$4.3 Billion 1.29% of portfolio
14,430
Q3 2024 Added 0.77%
$420B
$4.18 Billion 1.25% of portfolio
24,117
Q3 2024 Reduced 0.29%
$425B
$4.16 Billion 1.25% of portfolio
4,690
Q3 2024 Reduced 1.66%
$99.8B
$4.18 Billion 1.25% of portfolio
47,279
Q3 2024 Reduced 7.35%
$0
$4.14 Billion 1.24% of portfolio
49,841
Q3 2024 Added 3.21%
$77.2B
$4.09 Billion 1.23% of portfolio
13,534
Q3 2024 Reduced 1.31%
$218B
$4.05 Billion 1.22% of portfolio
13,311
Q3 2024 Reduced 2.28%
$170B
$3.91 Billion 1.17% of portfolio
7,572
Q3 2024 Reduced 0.98%
$567B
$3.87 Billion 1.16% of portfolio
6,616
Q3 2024 Added 3.44%
$0
$3.56 Billion 1.07% of portfolio
69,540
Q3 2024 Added 4.24%
$100B
$3.57 Billion 1.07% of portfolio
26,155
Q3 2024 Reduced 4.83%
$114B
$3.44 Billion 1.03% of portfolio
38,207
Q3 2024 Reduced 5.36%
$190B
$3.35 Billion 1.01% of portfolio
80,224
Q3 2024 Reduced 2.01%
$734B
$3 Billion 0.9% of portfolio
14,226
Q3 2024 Added 0.38%
$0
$2.63 Billion 0.79% of portfolio
42,131
Q3 2024 Reduced 0.22%
$339B
$2.56 Billion 0.77% of portfolio
21,059
Q3 2024 Added 2.11%
$27.8B
$2.4 Billion 0.72% of portfolio
22,009
Q3 2024 Added 0.57%
$71.5B
$2.41 Billion 0.72% of portfolio
21,525
Q3 2024 Reduced 0.66%
$0
$2.41 Billion 0.72% of portfolio
20,563
Q3 2024 Reduced 0.74%
$0
$2.32 Billion 0.7% of portfolio
20,552
Q3 2024 Reduced 1.62%
$314B
$2.09 Billion 0.63% of portfolio
14,170
Q3 2024 Added 0.36%
$79.7B
$1.76 Billion 0.53% of portfolio
38,524
Q3 2024 Reduced 0.91%
$151B
$1.76 Billion 0.53% of portfolio
20,838
Q3 2024 Reduced 0.19%

Summary

  • Portfolio
  • No. of Stocks 118
  • Current Value $333 Billion
  • Prior Value $310 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 15, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 3 stocks
  • Additional Purchases 38 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 49 stocks
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