Brady Family Wealth, LLC Incresed Positions in Q3 2024

Brady Family Wealth, LLC

  • $333 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
1.18K
+ 1.05%
$207.23 - $234.82 $244K - $276K
113K $26.4B
LOW
Lowes Companies Inc

Consumer Cyclical
434
+ 1.03%
$213.3 - $270.78 $92.6K - $118K
42.6K $11.5B
ACN
Accenture PLC

Technology
509
+ 2.11%
$295.44 - $355.81 $150K - $181K
24.6K $8.69B
AVGO
Broadcom Inc.

Technology
41K
+ 939.43%
$136.27 - $1745.86 $5.59M - $71.6M
45.4K $7.83B
SYK
Stryker Corp

Healthcare
771
+ 3.34%
$315.94 - $371.96 $244K - $287K
23.8K $8.61B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
7
+ 0.05%
$405.19 - $478.57 $2.84K - $3.35K
14.2K $6.52B
UNH
Unitedhealth Group Inc

Healthcare
220
+ 3.44%
$488.01 - $604.18 $107K - $133K
6.62K $3.87B
APD
Air Products & Chemicals, Inc.

Basic Materials
110
+ 0.77%
$247.34 - $300.11 $27.2K - $33K
14.4K $4.3B
ITW
Illinois Tool Works Inc

Industrials
244
+ 1.4%
$233.14 - $263.97 $56.9K - $64.4K
17.7K $4.65B
IVV
Ishares Core S&P 500 ETF

ETFs
232
+ 2.53%
$520.18 - $576.82 $121K - $134K
9.39K $5.42B
TJX
Tjx Companies Inc

Consumer Cyclical
888
+ 2.34%
$107.93 - $120.23 $95.8K - $107K
38.9K $4.57B
CRM
Salesforce, Inc.

Technology
322
+ 1.79%
$238.42 - $276.53 $76.8K - $89K
18.3K $5B
META
Meta Platforms, Inc.

Communication Services
334
+ 16.65%
$453.41 - $572.44 $151K - $191K
2.34K $1.34B
PEP
Pepsico Inc

Consumer Defensive
178
+ 0.44%
$161.9 - $179.3 $28.8K - $31.9K
40.4K $6.87B
NEAR
Blackrock Short Maturity Bond

ETFs
2.83K
+ 4.24%
$50.09 - $51.31 $142K - $145K
69.5K $3.56B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.55K
+ 3.21%
$81.31 - $83.29 $126K - $129K
49.8K $4.14B
HD
Home Depot, Inc.

Consumer Cyclical
346
+ 54.4%
$333.64 - $405.2 $115K - $140K
982 $398M
KO
Coca Cola CO

Consumer Defensive
35
+ 0.18%
$62.69 - $73.01 $2.19K - $2.56K
19.6K $1.41B
JPM
Jpmorgan Chase & CO

Financial Services
54
+ 0.38%
$194.9 - $224.8 $10.5K - $12.1K
14.2K $3B
UNP
Union Pacific Corp

Industrials
1
+ 0.02%
$221.78 - $256.09 $222 - $256
6.12K $1.51B
LHX
L3 Harris Technologies, Inc.

Industrials
340
+ 11.71%
$221.96 - $243.27 $75.5K - $82.7K
3.24K $772M
IEFA
Ishares Tr

ETFs
198
+ 1.07%
$70.09 - $78.74 $13.9K - $15.6K
18.7K $1.46B
MA
Mastercard Inc

Financial Services
50
+ 3.22%
$429.6 - $500.99 $21.5K - $25K
1.61K $793M
QQQ
Invesco Qqq Trust, Series 1

ETFs
200
+ 20.68%
$434.77 - $502.96 $87K - $101K
1.17K $570M
IWM
Ishares Russell 2000 ETF

ETFs
1
+ 0.02%
$200.87 - $224.6 $201 - $225
5.16K $1.14B
HON
Honeywell International Inc

Industrials
375
+ 19.79%
$196.73 - $220.21 $73.8K - $82.6K
2.27K $469M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
32
+ 0.58%
$95.1 - $106.76 $3.04K - $3.42K
5.6K $598M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
1.05K
+ 7.26%
$50.25 - $50.74 $52.5K - $53K
15.4K $784M
DGRO
Ishares Core Dividend Growth E

ETFs
1
+ 0.01%
$57.47 - $62.76 $57.5 - $62.8
7.13K $447M
ZTS
Zoetis Inc.

Healthcare
2
+ 0.17%
$172.58 - $196.48 $345 - $393
1.19K $233M
NVDA
Nvidia Corp

Technology
436
+ 2.11%
$98.91 - $134.91 $43.1K - $58.8K
21.1K $2.56B
BAC
Bank Of America Corp

Financial Services
1
+ 0.0%
$36.65 - $44.13 $36.7 - $44.1
43.9K $1.74B
AMZN
Amazon Com Inc

Consumer Cyclical
1.16K
+ 3.54%
$161.02 - $200.0 $187K - $232K
34K $6.33B
MRK
Merck & Co., Inc.

Healthcare
38
+ 0.42%
$111.15 - $128.97 $4.22K - $4.9K
8.99K $1.02B
CVX
Chevron Corp

Energy
51
+ 0.36%
$137.88 - $161.97 $7.03K - $8.26K
14.2K $2.09B
TROW
Price T Rowe Group Inc

Financial Services
125
+ 0.57%
$101.71 - $120.75 $12.7K - $15.1K
22K $2.4B
GOOGL
Alphabet Inc.

Communication Services
1.05K
+ 1.55%
$148.65 - $191.18 $156K - $200K
68.6K $11.4B
Activity Summary
Buys All Purchases 41 New Holdings 3 Increased Positions 38 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
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