Brady Family Wealth, LLC Incresed Positions in Q3 2025

Brady Family Wealth, LLC

  • $323 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JPM
Jpmorgan Chase & CO

Financial Services
5.88K
+ 44.47%
$282.78 - $316.06 $1.66M - $1.86M
19.1K $6.02B
CAT
Caterpillar Inc

Industrials
607
+ 11.4%
$390.92 - $477.15 $237K - $290K
5.93K $2.83B
NVDA
Nvidia Corp

Technology
666
+ 3.19%
$153.3 - $186.58 $102K - $124K
21.6K $4.02B
META
Meta Platforms, Inc.

Communication Services
885
+ 14.5%
$695.21 - $791.73 $615K - $701K
6.99K $5.13B
IVV
Ishares Core S&P 500 ETF

ETFs
10
+ 0.11%
$620.67 - $670.08 $6.21K - $6.7K
9.16K $6.13B
ABBV
Abb Vie Inc.

Healthcare
440
+ 7.22%
$184.85 - $231.54 $81.3K - $102K
6.53K $1.51B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
79
+ 0.6%
$459.11 - $506.91 $36.3K - $40K
13.2K $6.65B
ITW
Illinois Tool Works Inc

Industrials
108
+ 0.62%
$252.31 - $269.41 $27.2K - $29.1K
17.4K $4.55B
LHX
L3 Harris Technologies, Inc.

Industrials
13
+ 0.36%
$252.18 - $305.41 $3.28K - $3.97K
3.62K $1.1B
WM
Waste Management Inc

Industrials
911
+ 82.37%
$213.88 - $237.1 $195K - $216K
2.02K $445M
MA
Mastercard Inc

Financial Services
295
+ 20.14%
$550.18 - $598.96 $162K - $177K
1.76K $1B
IEFA
Ishares Tr

ETFs
606
+ 5.32%
$81.7 - $87.53 $49.5K - $53K
12K $1.05B
XLK
Technology Sector Spdr

ETFs
29
+ 1.04%
$250.97 - $282.66 $7.28K - $8.2K
2.82K $795M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
922
+ 1.44%
$82.38 - $83.0 $76K - $76.5K
65K $5.39B
QQQ
Invesco Qqq Trust, Series 1

ETFs
11
+ 1.03%
$546.99 - $602.2 $6.02K - $6.62K
1.08K $646M
UNP
Union Pacific Corp

Industrials
1
+ 0.02%
$214.91 - $237.16 $215 - $237
5.69K $1.35B
DGRO
Ishares Core Dividend Growth E

ETFs
1
+ 0.01%
$64.12 - $68.08 $64.1 - $68.1
7.14K $486M
EMR
Emerson Electric CO

Industrials
1
+ 0.02%
$128.6 - $149.63 $129 - $150
6.53K $856M
APD
Air Products & Chemicals, Inc.

Basic Materials
275
+ 2.07%
$265.78 - $299.3 $73.1K - $82.3K
13.6K $3.7B
PG
Procter & Gamble CO

Consumer Defensive
313
+ 1.32%
$150.47 - $161.22 $47.1K - $50.5K
24.1K $3.7B
CB
Chubb LTD

Financial Services
269
+ 1.23%
$265.99 - $289.59 $71.6K - $77.9K
22.1K $6.23B
FDS
Factset Research Systems Inc

Financial Services
10
+ 1.44%
$283.86 - $450.3 $2.84K - $4.5K
706 $202M
Activity Summary
Buys All Purchases 27 New Holdings 4 Increased Positions 23 Sells All Sells 60 Reductions 60 Sold out 0 Options Calls 0 Puts 0
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