Brady Family Wealth, LLC Portfolio Holdings

Brady Family Wealth, LLC

  • $313 Billion
  • Q1 2025

Brady Family Wealth, LLC has filed its 13F form on April 21, 2025 for Q1 2025 where it was disclosed a total value porftolio of $313 Billion distributed in 113 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $24.4B, Microsoft Corp with a value of $16.7B, Alphabet Inc. with a value of $10.2B, Lowes Companies Inc with a value of $9.64B, and Visa Inc. with a value of $8.72B.

Examining the 13F form we can see an decrease of $13.3B in the current position value, from $326B to 313B.

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 $313 Billion
Technology: $87.7 Billion
Financial Services: $41.1 Billion
Healthcare: $38.4 Billion
Consumer Cyclical: $33 Billion
ETFs: $30.5 Billion
Industrials: $22.6 Billion
Consumer Defensive: $18.2 Billion
Communication Services: $16.5 Billion
Other: $16.2 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$59.9B
$1.58 Billion 0.51% of portfolio
37,404
Q1 2025 Reduced 0.01%
$51.9B
$1.5 Billion 0.48% of portfolio
6,350
Q3 2024 Reduced 0.02%
$131B
$1.49 Billion 0.48% of portfolio
20,993
Q1 2025 Reduced 0.3%
$71.7B
$1.42 Billion 0.45% of portfolio
5,595
Q1 2025 Reduced 0.27%
$314B
$1.37 Billion 0.44% of portfolio
19,069
Q1 2025 Added 0.07%
$0
$1.34 Billion 0.43% of portfolio
26,487
Q1 2025 Added 2.3%
$133B
$1.34 Billion 0.43% of portfolio
5,693
Q1 2025 Added 0.05%
$979B
$1.32 Billion 0.42% of portfolio
8,422
Q1 2025 Added 0.2%
$854B
$1.28 Billion 0.41% of portfolio
1,549
Q1 2025 Added 0.13%
$345B
$1.25 Billion 0.4% of portfolio
5,960
Q1 2025 Added 0.1%
$59.1B
$989 Million 0.32% of portfolio
4,317
Q1 2025 Added 1.24%
$93.4B
$980 Million 0.31% of portfolio
14,444
Q1 2025 Added 6.17%
$0
$961 Million 0.31% of portfolio
4,818
Q1 2025 Reduced 9.61%
$151B
$942 Million 0.3% of portfolio
25,540
Q1 2025 Reduced 67.59%
$0
$861 Million 0.28% of portfolio
11,377
Q1 2025 Reduced 35.65%
$480B
$798 Million 0.26% of portfolio
1
Q4 2022 New
$216B
$767 Million 0.25% of portfolio
8,541
Q1 2025 Reduced 5.02%
$0
$794 Million 0.25% of portfolio
16,034
Q3 2024 Reduced 2.4%
$0
$788 Million 0.25% of portfolio
7,971
Q4 2024 Reduced 24.79%
$42.1B
$753 Million 0.24% of portfolio
3,598
Q1 2025 Added 10.03%
$167B
$749 Million 0.24% of portfolio
6,647
Q3 2024 Reduced 8.81%
$50.9B
$727 Million 0.23% of portfolio
17,668
Q1 2025 Added 0.06%
$62.2B
$715 Million 0.23% of portfolio
6,518
Q1 2025 Added 0.74%
$15.5B
$642 Million 0.21% of portfolio
7,738
Q2 2024 Added 0.38%
$125B
$611 Million 0.2% of portfolio
1,367
Q4 2024 Reduced 10.71%
$0
$630 Million 0.2% of portfolio
7,403
Q1 2025 Reduced 3.64%
$142B
$583 Million 0.19% of portfolio
2,753
Q1 2025 Reduced 4.51%
$100B
$605 Million 0.19% of portfolio
6,580
Q3 2023 Reduced 4.43%
$93.8B
$588 Million 0.19% of portfolio
3,406
Q1 2025 Added 0.09%
$0
$567 Million 0.18% of portfolio
3,882
Q2 2024 Reduced 0.44%
$0
$572 Million 0.18% of portfolio
5,597
Q3 2024 Added 0.58%
$0
$576 Million 0.18% of portfolio
2,792
Q2 2024 Reduced 0.14%
$185B
$577 Million 0.18% of portfolio
4,355
Q1 2025 Reduced 2.81%
$0
$501 Million 0.16% of portfolio
1,068
Q1 2025 Reduced 1.75%
$0
$441 Million 0.14% of portfolio
7,136
Q1 2025 Added 0.01%
Linde PLC
-
$416 Million 0.13% of portfolio
-
Q1 2025 Reduced 2.08%
$217B
$395 Million 0.13% of portfolio
1,588
Q1 2025 Added 0.19%
$5.62B
$379 Million 0.12% of portfolio
6,880
Q1 2025 Reduced 0.56%
$440B
$339 Million 0.11% of portfolio
2,850
Q1 2025 Reduced 20.41%
$0
$340 Million 0.11% of portfolio
6,492
Q1 2025 Added 0.29%
$0
$325 Million 0.1% of portfolio
10,174
Q2 2024 Added 0.6%
$34.5B
$310 Million 0.1% of portfolio
2,844
Q1 2025 Added 0.82%
$0
$299 Million 0.1% of portfolio
3,104
Q4 2023 New
$244B
$316 Million 0.1% of portfolio
2,831
Q4 2024 Reduced 13.16%
$16.5B
$319 Million 0.1% of portfolio
702
Q1 2025 Added 1.45%
$0
$317 Million 0.1% of portfolio
5,290
Q1 2025 New
$105B
$270 Million 0.09% of portfolio
1,239
Q1 2025 Reduced 18.16%
$145B
$274 Million 0.09% of portfolio
1,334
Q1 2025 Reduced 14.65%
$369B
$297 Million 0.09% of portfolio
810
Q1 2025 Reduced 1.22%

Summary

  • Portfolio
  • No. of Stocks 113
  • Current Value $313 Billion
  • Prior Value $326 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 21, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 55 stocks
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