Brady Family Wealth, LLC Purchases in Q1 2025

Brady Family Wealth, LLC

  • $313 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
META
Meta Platforms, Inc.

Communication Services
3.2K
+ 119.77%
$576.36 - $736.67 $1.84M - $2.36M
5.87K $3.38B
AMGN
Amgen Inc

Healthcare
311
+ 1.78%
$258.59 - $327.36 $80.4K - $102K
17.8K $5.53B
CB
Chubb LTD

Financial Services
279
+ 1.27%
$257.71 - $301.99 $71.9K - $84.3K
22.2K $6.7B
PSX
Phillips 66

Energy
2.36K
+ 6.45%
$113.93 - $131.55 $269K - $311K
39K $4.81B
BR
Broadridge Financial Solutions, Inc.

Technology
100
+ 0.36%
$221.46 - $244.83 $22.1K - $24.5K
27.7K $6.72B
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
5.29K
New
$59.78 - $60.03 $316K - $318K
5.29K $317M
GD
General Dynamics Corp

Industrials
703
+ 5.26%
$241.94 - $272.58 $170K - $192K
14.1K $3.83B
AWK
American Water Works Company, Inc.

Utilities
1.49K
New
$121.01 - $149.31 $180K - $222K
1.49K $220M
ABBV
Abb Vie Inc.

Healthcare
6
+ 0.1%
$169.2 - $216.66 $1.02K - $1.3K
5.96K $1.25B
KO
Coca Cola CO

Consumer Defensive
13
+ 0.07%
$60.81 - $72.32 $791 - $940
19.1K $1.37B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.45K
+ 2.67%
$81.83 - $82.73 $118K - $120K
55.7K $4.61B
PG
Procter & Gamble CO

Consumer Defensive
390
+ 1.66%
$158.56 - $176.26 $61.8K - $68.7K
23.9K $4.08B
NEAR
Blackrock Short Maturity Bond

ETFs
1.63K
+ 1.97%
$50.4 - $50.89 $82.2K - $83K
84.2K $4.28B
LQD
Ishares Iboxx $ Investment Gra

ETFs
633
+ 3.05%
$105.1 - $109.61 $66.5K - $69.4K
21.4K $2.33B
SPGI
S&P Global Inc.

Financial Services
61
+ 0.85%
$478.26 - $543.77 $29.2K - $33.2K
7.27K $3.7B
LLY
Eli Lilly & CO

Healthcare
2
+ 0.13%
$725.72 - $929.72 $1.45K - $1.86K
1.55K $1.28B
ICE
Intercontinental Exchange, Inc.

Financial Services
3
+ 0.09%
$142.8 - $176.36 $428 - $529
3.41K $588M
LHX
L3 Harris Technologies, Inc.

Industrials
328
+ 10.03%
$194.65 - $222.86 $63.8K - $73.1K
3.6K $753M
UNP
Union Pacific Corp

Industrials
3
+ 0.05%
$225.21 - $254.42 $676 - $763
5.69K $1.34B
IBM
International Business Machines Corp

Technology
3
+ 0.19%
$217.4 - $264.74 $652 - $794
1.59K $395M
WEC
Wec Energy Group, Inc.

Utilities
23
+ 0.82%
$92.12 - $108.98 $2.12K - $2.51K
2.84K $310M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
596
+ 2.3%
$50.39 - $50.66 $30K - $30.2K
26.5K $1.34B
BDX
Becton Dickinson & CO

Healthcare
53
+ 1.24%
$222.79 - $249.08 $11.8K - $13.2K
4.32K $989M
ZTS
Zoetis Inc.

Healthcare
53
+ 3.74%
$156.48 - $175.67 $8.29K - $9.31K
1.47K $242M
CL
Colgate Palmolive CO

Consumer Defensive
28
+ 1.12%
$85.68 - $97.5 $2.4K - $2.73K
2.52K $236M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
19
+ 0.29%
$51.52 - $52.37 $979 - $995
6.49K $340M
FTNT
Fortinet, Inc.

Technology
3
+ 0.12%
$92.49 - $114.57 $277 - $344
2.47K $237M
DGRO
Ishares Core Dividend Growth E

ETFs
1
+ 0.01%
$60.46 - $64.42 $60.5 - $64.4
7.14K $441M
FDS
Factset Research Systems Inc

Financial Services
10
+ 1.45%
$427.5 - $476.51 $4.28K - $4.77K
702 $319M
CAT
Caterpillar Inc

Industrials
1
+ 0.15%
$326.75 - $407.63 $327 - $408
689 $227M
TFC
Truist Financial Corp

Financial Services
11
+ 0.06%
$39.48 - $48.15 $434 - $530
17.7K $727M
ITW
Illinois Tool Works Inc

Industrials
114
+ 0.65%
$244.9 - $274.48 $27.9K - $31.3K
17.6K $4.36B
EMR
Emerson Electric CO

Industrials
48
+ 0.74%
$108.64 - $131.17 $5.21K - $6.3K
6.52K $715M
ADI
Analog Devices Inc

Technology
598
+ 2.28%
$201.56 - $243.82 $121K - $146K
26.9K $5.42B
TXN
Texas Instruments Inc

Technology
193
+ 0.61%
N/A
32K $5.75B
NKE
Nike, Inc.

Consumer Cyclical
4.05K
+ 9.25%
$63.29 - $81.72 $256K - $331K
47.8K $3.04B
GOOG
Alphabet Inc.

Communication Services
17
+ 0.2%
$156.06 - $207.71 $2.65K - $3.53K
8.42K $1.32B
TROW
Price T Rowe Group Inc

Financial Services
433
+ 2.08%
$91.57 - $116.93 $39.6K - $50.6K
21.2K $1.95B
Activity Summary
Buys All Purchases 39 New Holdings 2 Increased Positions 37 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 0 Puts 0
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