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
$3.36T
$24.4 Billion 7.81% of portfolio
109,946
Q1 2025 Reduced 1.06%
$2.92T
$16.7 Billion 5.34% of portfolio
44,461
Q1 2025 Reduced 1.03%
$967B
$10.2 Billion 3.27% of portfolio
66,085
Q1 2025 Reduced 0.6%
$137B
$9.64 Billion 3.08% of portfolio
41,347
Q1 2025 Reduced 0.46%
$548B
$8.72 Billion 2.79% of portfolio
24,874
Q1 2025 Reduced 1.59%
$138B
$8.52 Billion 2.73% of portfolio
22,898
Q1 2025 Reduced 1.6%
Blackrock Inc
-
$8.09 Billion 2.59% of portfolio
-
Q1 2025 Reduced 1.67%
$226B
$7.61 Billion 2.43% of portfolio
57,351
Q1 2025 Reduced 3.52%
$185B
$7.45 Billion 2.38% of portfolio
23,871
Q1 2025 Reduced 1.04%
$77.9B
$7.3 Billion 2.34% of portfolio
43,617
Q1 2025 Reduced 2.3%
$691B
$7.2 Billion 2.3% of portfolio
13,514
Q1 2025 Reduced 1.13%
$36.7B
$6.72 Billion 2.15% of portfolio
27,713
Q1 2025 Added 0.36%
$116B
$6.7 Billion 2.14% of portfolio
22,173
Q1 2025 Added 1.27%
$233B
$6.42 Billion 2.05% of portfolio
104,095
Q1 2025 Reduced 2.28%
$1.93T
$6.33 Billion 2.03% of portfolio
33,282
Q1 2025 Reduced 1.52%
$177B
$5.75 Billion 1.84% of portfolio
32,025
Q1 2025 Added 0.61%
$184B
$5.52 Billion 1.76% of portfolio
36,798
Q1 2025 Reduced 5.09%
$100B
$5.42 Billion 1.73% of portfolio
26,882
Q1 2025 Added 2.28%
$404B
$5.38 Billion 1.72% of portfolio
32,461
Q1 2025 Reduced 4.28%
$121B
$5.3 Billion 1.7% of portfolio
17,358
Q1 2025 Reduced 2.91%
$0
$5.09 Billion 1.63% of portfolio
9,050
Q1 2025 Reduced 3.18%
$50B
$4.81 Billion 1.54% of portfolio
38,990
Q1 2025 Added 6.45%
$96.2B
$4.74 Billion 1.52% of portfolio
48,356
Q1 2025 Reduced 1.53%
$268B
$4.62 Billion 1.48% of portfolio
17,217
Q1 2025 Reduced 2.04%
$0
$4.61 Billion 1.47% of portfolio
55,675
Q1 2025 Added 2.67%
$147B
$4.47 Billion 1.43% of portfolio
36,673
Q1 2025 Reduced 3.09%
$73.6B
$4.36 Billion 1.39% of portfolio
17,582
Q1 2025 Added 0.65%
$432B
$4.31 Billion 1.38% of portfolio
4,552
Q1 2025 Reduced 1.64%
$0
$4.28 Billion 1.37% of portfolio
84,214
Q1 2025 Added 1.97%
$382B
$4.08 Billion 1.31% of portfolio
23,945
Q1 2025 Added 1.66%
$233B
$4.07 Billion 1.3% of portfolio
13,023
Q1 2025 Reduced 0.54%
$59.2B
$4 Billion 1.28% of portfolio
13,555
Q1 2025 Reduced 1.6%
$74.7B
$3.83 Billion 1.23% of portfolio
14,056
Q1 2025 Added 5.26%
$156B
$3.7 Billion 1.18% of portfolio
7,274
Q1 2025 Added 0.85%
$1.23T
$3.38 Billion 1.08% of portfolio
5,870
Q1 2025 Added 119.77%
$392B
$3.35 Billion 1.07% of portfolio
6,403
Q1 2025 Reduced 6.55%
$714B
$3.25 Billion 1.04% of portfolio
13,243
Q1 2025 Reduced 6.51%
$72.6B
$3.04 Billion 0.97% of portfolio
47,829
Q1 2025 Added 9.25%
$112B
$2.91 Billion 0.93% of portfolio
32,397
Q1 2025 Reduced 4.24%
$71.4B
$2.36 Billion 0.76% of portfolio
21,462
Q1 2025 Reduced 6.71%
$0
$2.33 Billion 0.74% of portfolio
21,392
Q1 2025 Added 3.05%
$0
$2.23 Billion 0.71% of portfolio
38,253
Q1 2025 Reduced 6.14%
$277B
$2.23 Billion 0.71% of portfolio
20,603
Q1 2025 Reduced 2.3%
$68.2B
$2.23 Billion 0.71% of portfolio
20,038
Q1 2025 Reduced 5.93%
$272B
$2.14 Billion 0.68% of portfolio
12,770
Q1 2025 Reduced 11.13%
$20B
$1.95 Billion 0.62% of portfolio
21,245
Q1 2025 Added 2.08%
$0
$1.91 Billion 0.61% of portfolio
18,288
Q1 2025 Reduced 4.8%
$318B
$1.77 Billion 0.57% of portfolio
42,348
Q1 2025 Reduced 3.44%
$258B
$1.69 Billion 0.54% of portfolio
19,294
Q1 2025 Reduced 3.26%

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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