Brady Family Wealth, LLC Purchases in Q4 2024

Brady Family Wealth, LLC

  • $326 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Blackrock Inc
8.69K
New
N/A
8.69K $8.91B
NEAR
Blackrock Short Maturity Bond

ETFs
13K
+ 18.76%
$50.28 - $51.08 $656K - $666K
82.6K $4.17B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
10.4K
+ 67.66%
$50.37 - $50.6 $526K - $529K
25.9K $1.3B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
4.39K
+ 8.8%
$81.68 - $82.93 $358K - $364K
54.2K $4.45B
NVDA
Nvidia Corp

Technology
29
+ 0.14%
$117.0 - $148.88 $3.39K - $4.32K
21.1K $2.83B
FTNT
Fortinet, Inc.

Technology
2.46K
New
$76.49 - $99.21 $188K - $244K
2.46K $233M
META
Meta Platforms, Inc.

Communication Services
331
+ 14.15%
$554.08 - $632.68 $183K - $209K
2.67K $1.56B
HON
Honeywell International Inc

Industrials
613
+ 27.0%
$202.84 - $236.0 $124K - $145K
2.88K $651M
IWM
Ishares Russell 2000 ETF

ETFs
173
+ 3.35%
$216.13 - $242.4 $37.4K - $41.9K
5.33K $1.18B
ICE
Intercontinental Exchange, Inc.

Financial Services
353
+ 11.57%
$148.29 - $166.93 $52.3K - $58.9K
3.4K $507M
WEC
Wec Energy Group, Inc.

Utilities
6
+ 0.21%
$92.94 - $101.82 $558 - $611
2.82K $265M
CVX
Chevron Corp

Energy
199
+ 1.4%
$141.15 - $162.53 $28.1K - $32.3K
14.4K $2.08B
DGRO
Ishares Core Dividend Growth E

ETFs
1
+ 0.01%
$60.73 - $64.94 $60.7 - $64.9
7.14K $438M
CL
Colgate Palmolive CO

Consumer Defensive
25
+ 1.01%
$90.22 - $102.31 $2.26K - $2.56K
2.49K $226M
TSCO
Tractor Supply CO

Consumer Cyclical
5.53K
+ 398.49%
$52.59 - $303.74 $291K - $1.68M
6.92K $367M
Linde PLC
9
+ 1.0%
N/A
913 $382M
BDX
Becton Dickinson & CO

Healthcare
16
+ 0.38%
$220.02 - $243.75 $3.52K - $3.9K
4.26K $967M
LHX
L3 Harris Technologies, Inc.

Industrials
26
+ 0.8%
$208.94 - $264.22 $5.43K - $6.87K
3.27K $688M
LQD
Ishares Iboxx $ Investment Gra

ETFs
207
+ 1.01%
$106.56 - $113.11 $22.1K - $23.4K
20.8K $2.22B
MDLZ
Mondelez International, Inc.

Consumer Defensive
76
+ 0.56%
$59.25 - $72.99 $4.5K - $5.55K
13.6K $813M
NEE
Nextera Energy Inc

Utilities
218
+ 1.05%
$69.77 - $85.43 $15.2K - $18.6K
21.1K $1.51B
UNH
Unitedhealth Group Inc

Healthcare
236
+ 3.57%
$485.52 - $625.25 $115K - $148K
6.85K $3.47B
Activity Summary
Buys All Purchases 23 New Holdings 2 Increased Positions 21 Sells All Sells 62 Reductions 62 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Brady Family Wealth, LLC Portfolio

Follow Brady Family Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Brady Family Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Brady Family Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email