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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.67T
$26.4 Billion 7.91% of portfolio
113,124
Q3 2024 Added 1.05%
$3.11T
$19.7 Billion 5.91% of portfolio
45,728
Q3 2024 Reduced 0.58%
$1.06T
$11.4 Billion 3.42% of portfolio
68,597
Q3 2024 Added 1.55%
$223B
$8.69 Billion 2.61% of portfolio
24,592
Q3 2024 Added 2.11%
$510B
$7.15 Billion 2.15% of portfolio
25,999
Q3 2024 Added 1.13%
$205B
$7.08 Billion 2.13% of portfolio
62,132
Q3 2024 Reduced 0.33%
$216B
$6.87 Billion 2.06% of portfolio
40,405
Q3 2024 Added 0.44%
$610B
$6.52 Billion 1.96% of portfolio
14,157
Q3 2024 Added 0.05%
$2.08T
$6.33 Billion 1.9% of portfolio
33,991
Q3 2024 Added 3.54%
$234B
$5.95 Billion 1.79% of portfolio
111,825
Q3 2024 Reduced 0.69%
$400B
$5.77 Billion 1.73% of portfolio
35,592
Q3 2024 Reduced 2.19%
$323B
$5 Billion 1.5% of portfolio
18,279
Q3 2024 Added 1.79%
$405B
$4.18 Billion 1.25% of portfolio
24,117
Q3 2024 Reduced 0.29%
$412B
$4.16 Billion 1.25% of portfolio
4,690
Q3 2024 Reduced 1.66%
$214B
$4.05 Billion 1.22% of portfolio
13,311
Q3 2024 Reduced 2.28%
$540B
$3.87 Billion 1.16% of portfolio
6,616
Q3 2024 Added 3.44%
$366B
$2.56 Billion 0.77% of portfolio
21,059
Q3 2024 Added 2.11%
$312B
$2.09 Billion 0.63% of portfolio
14,170
Q3 2024 Added 0.36%
$372B
$1.74 Billion 0.52% of portfolio
43,857
Q3 2024 Added 0.0%
$235B
$1.65 Billion 0.5% of portfolio
20,426
Q3 2024 Reduced 3.71%
$1.09T
$1.41 Billion 0.42% of portfolio
8,405
Q2 2024 Added 0.06%
$271B
$1.41 Billion 0.42% of portfolio
19,564
Q3 2024 Added 0.18%
$693B
$1.37 Billion 0.41% of portfolio
1,547
Q2 2024 Reduced 1.9%
$1.26T
$1.34 Billion 0.4% of portfolio
2,340
Q3 2024 Added 16.65%
$295B
$1.19 Billion 0.36% of portfolio
6,011
Q3 2024 Reduced 0.13%
$245B
$1.02 Billion 0.31% of portfolio
8,992
Q3 2024 Added 0.42%
$495B
$793 Million 0.24% of portfolio
1,605
Q3 2024 Added 3.22%
$422B
$691 Million 0.21% of portfolio
1
Q4 2022 New
$494B
$420 Million 0.13% of portfolio
3,581
Q2 2024 Added 0.22%
$416B
$398 Million 0.12% of portfolio
982
Q3 2024 Added 54.4%
$222B
$375 Million 0.11% of portfolio
3,260
Q4 2023 Reduced 3.26%
$202B
$269 Million 0.08% of portfolio
688
Q3 2024 Reduced 8.14%

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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