Brady Family Wealth, LLC Purchases in Q2 2025

Brady Family Wealth, LLC

  • $323 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CAT
Caterpillar Inc

Industrials
4.64K
+ 672.71%
$273.94 - $388.21 $1.27M - $1.8M
5.32K $2.07B
META
Meta Platforms, Inc.

Communication Services
234
+ 3.99%
$484.66 - $738.09 $113K - $173K
6.1K $4.51B
NVDA
Nvidia Corp

Technology
302
+ 1.47%
$94.31 - $157.99 $28.5K - $47.7K
20.9K $3.3B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
8.38K
+ 15.05%
$82.21 - $83.12 $689K - $697K
64.1K $5.31B
IVV
Ishares Core S&P 500 ETF

ETFs
98
+ 1.08%
$498.8 - $620.9 $48.9K - $60.8K
9.15K $5.68B
NEAR
Blackrock Short Maturity Bond

ETFs
4.95K
+ 5.88%
$50.41 - $51.17 $250K - $253K
89.2K $4.56B
WM
Waste Management Inc

Industrials
1.11K
New
$216.47 - $242.1 $239K - $268K
1.11K $253M
MCHP
Microchip Technology Inc

Technology
3.2K
New
$35.34 - $71.6 $113K - $229K
3.2K $225M
WMT
Walmart Inc.

Consumer Defensive
236
+ 1.22%
$81.79 - $99.98 $19.3K - $23.6K
19.5K $1.91B
EMR
Emerson Electric CO

Industrials
8
+ 0.12%
$94.15 - $133.33 $753 - $1.07K
6.53K $870M
IEFA
Ishares Tr

ETFs
24
+ 0.21%
$67.83 - $84.09 $1.63K - $2.02K
11.4K $952M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
1.03K
+ 3.9%
$50.36 - $50.68 $52K - $52.4K
27.5K $1.39B
NEE
Nextera Energy Inc

Utilities
916
+ 4.36%
$64.11 - $75.0 $58.7K - $68.7K
21.9K $1.52B
MA
Mastercard Inc

Financial Services
2
+ 0.14%
$479.92 - $590.74 $960 - $1.18K
1.47K $823M
DGRO
Ishares Core Dividend Growth E

ETFs
1
+ 0.01%
$55.22 - $63.94 $55.2 - $63.9
7.14K $456M
HD
Home Depot, Inc.

Consumer Cyclical
6
+ 0.74%
$335.24 - $380.78 $2.01K - $2.28K
816 $299M
MDLZ
Mondelez International, Inc.

Consumer Defensive
6
+ 0.04%
$63.54 - $68.5 $381 - $411
14.5K $975M
WEC
Wec Energy Group, Inc.

Utilities
4
+ 0.14%
$102.24 - $109.76 $409 - $439
2.85K $297M
ABBV
Abb Vie Inc.

Healthcare
132
+ 2.21%
$170.16 - $206.27 $22.5K - $27.2K
6.09K $1.13B
MCD
Mcdonalds Corp

Consumer Cyclical
482
+ 3.7%
$285.55 - $321.23 $138K - $155K
13.5K $3.95B
BDX
Becton Dickinson & CO

Healthcare
94
+ 2.18%
$165.15 - $226.42 $15.5K - $21.3K
4.41K $760M
Activity Summary
Buys All Purchases 22 New Holdings 2 Increased Positions 20 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
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