Brady Family Wealth, LLC Portfolio Holdings by Sector

Brady Family Wealth, LLC

$323 Billion
Q2 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs IVV SHY NEAR IJH LQD IJR JPST IWM 23 stocks	$32.4 Million 10.31% of portfolio	6	7	-	-	0 Calls 0 Puts
Semiconductors \| Technology AVGO TXN ADI NVDA MCHP 5 stocks	$28.3 Million 9.03% of portfolio	2	3	1	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$22.2 Million 7.08% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT FTNT 2 stocks	$21.6 Million 6.87% of portfolio	-	1	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare SYK ABT MDT 3 stocks	$19.4 Million 6.17% of portfolio	-	3	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL META GOOG 3 stocks	$17.6 Million 5.61% of portfolio	1	1	-	-	0 Calls 0 Puts
Information Technology Services \| Technology ACN BR IBM 3 stocks	$14.2 Million 4.51% of portfolio	-	2	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare JNJ AMGN LLY ABBV MRK NVS 6 stocks	$13.1 Million 4.16% of portfolio	1	2	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical LOW HD 2 stocks	$9.41 Million 3.0% of portfolio	1	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V MA 2 stocks	$9.33 Million 2.97% of portfolio	1	1	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical SBUX MCD 2 stocks	$8.22 Million 2.62% of portfolio	1	1	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B BRK-A 2 stocks	$7.12 Million 2.27% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$7.09 Million 2.26% of portfolio	-	1	-	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO 1 stocks	$7.02 Million 2.24% of portfolio	-	1	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM BAC RY 3 stocks	$6.68 Million 2.13% of portfolio	-	3	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST WMT 2 stocks	$6.4 Million 2.04% of portfolio	1	1	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services CB 1 stocks	$6.31 Million 2.01% of portfolio	-	1	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials GD LHX LMT RTX 4 stocks	$6.18 Million 1.97% of portfolio	1	2	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive PEP KO 2 stocks	$6.15 Million 1.96% of portfolio	-	1	-	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials ADP 1 stocks	$5.25 Million 1.67% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials APD ECL 2 stocks	$5.18 Million 1.65% of portfolio	-	2	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ITW EMR 2 stocks	$5.16 Million 1.64% of portfolio	1	1	-	-	0 Calls 0 Puts
Oil & Gas Refining & Marketing \| Energy PSX MPC 2 stocks	$4.76 Million 1.52% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Application \| Technology CRM 1 stocks	$4.68 Million 1.49% of portfolio	-	1	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services SPGI ICE FDS 3 stocks	$4.66 Million 1.49% of portfolio	-	3	-	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical TJX 1 stocks	$4.42 Million 1.41% of portfolio	-	1	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG CL 2 stocks	$4.01 Million 1.28% of portfolio	-	2	-	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical NKE 1 stocks	$2.94 Million 0.94% of portfolio	-	1	-	-	0 Calls 0 Puts
Railroads \| Industrials NSC UNP 2 stocks	$2.91 Million 0.93% of portfolio	-	1	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities NEE SO WEC AEE 4 stocks	$2.66 Million 0.85% of portfolio	2	-	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services USB TFC 2 stocks	$2.38 Million 0.76% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy CVX XOM 2 stocks	$2.12 Million 0.68% of portfolio	-	2	-	-	0 Calls 0 Puts
Insurance—Life \| Financial Services AFL 1 stocks	$2.11 Million 0.67% of portfolio	-	1	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CAT 1 stocks	$2.07 Million 0.66% of portfolio	1	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services TROW 1 stocks	$2 Million 0.64% of portfolio	-	1	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$1.67 Million 0.53% of portfolio	-	1	-	-	0 Calls 0 Puts
Confectioners \| Consumer Defensive MDLZ 1 stocks	$974,524 0.31% of portfolio	1	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services CMCSA 1 stocks	$867,036 0.28% of portfolio	-	1	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare BDX 1 stocks	$759,787 0.24% of portfolio	1	-	-	-	0 Calls 0 Puts
Conglomerates \| Industrials HON 1 stocks	$641,119 0.2% of portfolio	-	-	-	-	0 Calls 0 Puts
Advertising Agencies \| Communication Services OMC 1 stocks	$556,677 0.18% of portfolio	-	-	-	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials UPS 1 stocks	$466,121 0.15% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical TSCO 1 stocks	$361,949 0.12% of portfolio	-	1	-	-	0 Calls 0 Puts
Industrial Distribution \| Industrials GWW 1 stocks	$268,382 0.09% of portfolio	-	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare DHR 1 stocks	$263,605 0.08% of portfolio	-	-	-	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate AMT 1 stocks	$258,814 0.08% of portfolio	-	1	-	-	0 Calls 0 Puts
Waste Management \| Industrials WM 1 stocks	$253,075 0.08% of portfolio	1	-	1	-	0 Calls 0 Puts
Drug Manufacturers—Specialty & Generic \| Healthcare ZTS 1 stocks	$229,122 0.07% of portfolio	-	-	-	-	0 Calls 0 Puts
Utilities—Regulated Water \| Utilities AWK 1 stocks	$206,857 0.07% of portfolio	-	1	-	-	0 Calls 0 Puts
Other Industrial Metals & Mining \| Basic Materials NAK 1 stocks	$147,400 0.05% of portfolio	-	-	-	-	0 Calls 0 Puts

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Brady Family Wealth, LLC Portfolio Holdings by Sector

Brady Family Wealth, LLC

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