Brady Family Wealth, LLC Incresed Positions in Q4 2024

Brady Family Wealth, LLC

  • $326 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NEAR
Blackrock Short Maturity Bond

ETFs
13K
+ 18.76%
$50.28 - $51.08 $656K - $666K
82.6K $4.17B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
10.4K
+ 67.66%
$50.37 - $50.6 $526K - $529K
25.9K $1.3B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
4.39K
+ 8.8%
$81.68 - $82.93 $358K - $364K
54.2K $4.45B
NVDA
Nvidia Corp

Technology
29
+ 0.14%
$117.0 - $148.88 $3.39K - $4.32K
21.1K $2.83B
META
Meta Platforms, Inc.

Communication Services
331
+ 14.15%
$554.08 - $632.68 $183K - $209K
2.67K $1.56B
HON
Honeywell International Inc

Industrials
613
+ 27.0%
$202.84 - $236.0 $124K - $145K
2.88K $651M
IWM
Ishares Russell 2000 ETF

ETFs
173
+ 3.35%
$216.13 - $242.4 $37.4K - $41.9K
5.33K $1.18B
ICE
Intercontinental Exchange, Inc.

Financial Services
353
+ 11.57%
$148.29 - $166.93 $52.3K - $58.9K
3.4K $507M
ZTS
Zoetis Inc.

Healthcare
222
+ 18.59%
$162.24 - $194.42 $36K - $43.2K
1.42K $231M
WEC
Wec Energy Group, Inc.

Utilities
6
+ 0.21%
$92.94 - $101.82 $558 - $611
2.82K $265M
DGRO
Ishares Core Dividend Growth E

ETFs
1
+ 0.01%
$60.73 - $64.94 $60.7 - $64.9
7.14K $438M
CL
Colgate Palmolive CO

Consumer Defensive
25
+ 1.01%
$90.22 - $102.31 $2.26K - $2.56K
2.49K $226M
TSCO
Tractor Supply CO

Consumer Cyclical
5.53K
+ 398.49%
$52.59 - $303.74 $291K - $1.68M
6.92K $367M
Linde PLC
9
+ 1.0%
N/A
913 $382M
BDX
Becton Dickinson & CO

Healthcare
16
+ 0.38%
$220.02 - $243.75 $3.52K - $3.9K
4.26K $967M
LHX
L3 Harris Technologies, Inc.

Industrials
26
+ 0.8%
$208.94 - $264.22 $5.43K - $6.87K
3.27K $688M
LQD
Ishares Iboxx $ Investment Gra

ETFs
207
+ 1.01%
$106.56 - $113.11 $22.1K - $23.4K
20.8K $2.22B
MDLZ
Mondelez International, Inc.

Consumer Defensive
76
+ 0.56%
$59.25 - $72.99 $4.5K - $5.55K
13.6K $813M
NEE
Nextera Energy Inc

Utilities
218
+ 1.05%
$69.77 - $85.43 $15.2K - $18.6K
21.1K $1.51B
UNH
Unitedhealth Group Inc

Healthcare
236
+ 3.57%
$485.52 - $625.25 $115K - $148K
6.85K $3.47B
Activity Summary
Buys All Purchases 23 New Holdings 2 Increased Positions 21 Sells All Sells 62 Reductions 62 Sold out 0 Options Calls 0 Puts 0
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