Brady Family Wealth, LLC Portfolio Holdings

Brady Family Wealth, LLC

  • $326 Billion
  • Q4 2024

Brady Family Wealth, LLC has filed its 13F form on January 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $326 Billion distributed in 115 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $27.8B, Microsoft Corp with a value of $18.9B, Alphabet Inc. with a value of $12.6B, Broadcom Inc. with a value of $10.4B, and Lowes Companies Inc with a value of $10.3B.

Examining the 13F form we can see an decrease of $7.19B in the current position value, from $333B to 326B.

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 $326 Billion
Technology: $99 Billion
Financial Services: $39.4 Billion
Healthcare: $36 Billion
Consumer Cyclical: $34.5 Billion
ETFs: $32 Billion
Industrials: $23 Billion
Communication Services: $19.4 Billion
Consumer Defensive: $18.3 Billion
Other: $15.1 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$63B
$1.79 Billion 0.55% of portfolio
37,406
Q4 2024 Reduced 2.9%
$1.02T
$1.6 Billion 0.49% of portfolio
8,405
Q2 2024 Added 0.06%
$1.41T
$1.56 Billion 0.48% of portfolio
2,671
Q4 2024 Added 14.15%
$55.4B
$1.49 Billion 0.46% of portfolio
6,350
Q3 2024 Reduced 0.02%
$150B
$1.51 Billion 0.46% of portfolio
21,056
Q4 2024 Added 1.05%
$75.7B
$1.31 Billion 0.4% of portfolio
5,610
Q3 2024 Reduced 0.6%
$153B
$1.3 Billion 0.4% of portfolio
5,690
Q4 2024 Reduced 7.04%
$0
$1.3 Billion 0.4% of portfolio
25,891
Q4 2024 Added 67.66%
$0
$1.24 Billion 0.38% of portfolio
17,681
Q4 2024 Reduced 5.25%
$788B
$1.19 Billion 0.37% of portfolio
1,547
Q2 2024 Reduced 1.9%
$0
$1.18 Billion 0.36% of portfolio
5,330
Q4 2024 Added 3.35%
$309B
$1.19 Billion 0.36% of portfolio
19,056
Q4 2024 Reduced 2.6%
$383B
$1.06 Billion 0.32% of portfolio
5,954
Q4 2024 Reduced 0.95%
$64.9B
$967 Million 0.3% of portfolio
4,264
Q4 2024 Added 0.38%
$241B
$895 Million 0.27% of portfolio
8,992
Q3 2024 Added 0.42%
$512B
$845 Million 0.26% of portfolio
1,605
Q3 2024 Added 3.22%
$66.1B
$802 Million 0.25% of portfolio
6,470
Q4 2024 Reduced 3.66%
$0
$817 Million 0.25% of portfolio
16,034
Q3 2024 Reduced 2.4%
$93.4B
$813 Million 0.25% of portfolio
13,604
Q4 2024 Added 0.56%
$0
$772 Million 0.24% of portfolio
7,971
Q4 2024 Reduced 24.79%
$53.6B
$766 Million 0.24% of portfolio
17,657
Q2 2024 Added 22.97%
$41.7B
$688 Million 0.21% of portfolio
3,270
Q4 2024 Added 0.8%
$0
$679 Million 0.21% of portfolio
7,683
Q2 2024 Added 0.2%
$447B
$681 Million 0.21% of portfolio
1
Q4 2022 New
$144B
$651 Million 0.2% of portfolio
2,883
Q4 2024 Added 27.0%
$0
$649 Million 0.2% of portfolio
2,792
Q2 2024 Reduced 0.14%
$17.4B
$666 Million 0.2% of portfolio
7,738
Q2 2024 Added 0.38%
$126B
$664 Million 0.2% of portfolio
1,367
Q4 2024 Reduced 10.71%
$101B
$542 Million 0.17% of portfolio
6,580
Q3 2023 Reduced 4.43%
$0
$557 Million 0.17% of portfolio
5,597
Q3 2024 Added 0.58%
$0
$556 Million 0.17% of portfolio
1,087
Q4 2024 Reduced 6.86%
$0
$534 Million 0.16% of portfolio
3,882
Q2 2024 Reduced 0.44%
$189B
$519 Million 0.16% of portfolio
4,481
Q4 2024 Reduced 6.31%
$94.5B
$507 Million 0.16% of portfolio
3,403
Q4 2024 Added 11.57%
$0
$438 Million 0.13% of portfolio
7,135
Q4 2024 Added 0.01%
Linde PLC
-
$382 Million 0.12% of portfolio
-
Q4 2024 Added 1.0%
$466B
$385 Million 0.12% of portfolio
3,581
Q2 2024 Added 0.22%
$6.35B
$367 Million 0.11% of portfolio
6,919
Q4 2024 Added 398.49%
$149B
$359 Million 0.11% of portfolio
1,563
Q2 2024 Added 0.06%
$230B
$348 Million 0.11% of portfolio
1,585
Q3 2024 New
$0
$349 Million 0.11% of portfolio
10,174
Q2 2024 Added 0.6%
$16.9B
$332 Million 0.1% of portfolio
692
Q4 2024 Reduced 0.14%
$384B
$319 Million 0.1% of portfolio
820
Q4 2024 Reduced 16.5%
$0
$335 Million 0.1% of portfolio
6,473
Q4 2024 Reduced 15.86%
$99.2B
$278 Million 0.09% of portfolio
1,514
Q4 2024 Reduced 22.56%
$150B
$282 Million 0.09% of portfolio
10,639
Q4 2024 Reduced 25.81%
$0
$300 Million 0.09% of portfolio
3,104
Q4 2023 New
$34.4B
$265 Million 0.08% of portfolio
2,821
Q4 2024 Added 0.21%
$55.7B
$263 Million 0.08% of portfolio
1,874
Q4 2024 Reduced 0.43%

Summary

  • Portfolio
  • No. of Stocks 115
  • Current Value $326 Billion
  • Prior Value $333 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 2 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 62 stocks
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