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 $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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