Brady Family Wealth, LLC Reduced Holdings in Q3 2024

Brady Family Wealth, LLC

  • $333 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-266
- 0.58%
$395.15 - $467.56 $105K - $124K
45.7K $19.7B
PSX
Phillips 66

Energy
-219
- 0.59%
$125.0 - $147.17 $27.4K - $32.2K
37K $4.87B
UPS
United Parcel Service Inc

Industrials
-1.33K
- 4.83%
$123.32 - $147.38 $164K - $196K
26.2K $3.57B
ADI
Analog Devices Inc

Technology
-421
- 1.53%
$200.56 - $243.33 $84.4K - $102K
27.1K $6.24B
EMR
Emerson Electric CO

Industrials
-187
- 2.71%
$98.19 - $118.87 $18.4K - $22.2K
6.72K $735M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-702
- 8.36%
$51.02 - $52.74 $35.8K - $37K
7.69K $405M
IEMG
Ishares Inc

ETFs
-736
- 11.7%
$53.64 - $53.64 $39.5K - $39.5K
5.55K $319M
PFE
Pfizer Inc

Healthcare
-999
- 6.51%
$27.7 - $31.39 $27.7K - $31.4K
14.3K $415M
RTX
Raytheon Technologies Corp

Industrials
-1.12K
- 18.97%
$99.55 - $123.34 $111K - $138K
4.78K $579M
CL
Colgate Palmolive CO

Consumer Defensive
-258
- 9.48%
$95.54 - $108.77 $24.6K - $28.1K
2.46K $256M
CAT
Caterpillar Inc

Industrials
-61
- 8.14%
$316.8 - $391.12 $19.3K - $23.9K
688 $269M
TSCO
Tractor Supply CO

Consumer Cyclical
-23
- 1.63%
$251.95 - $290.93 $5.79K - $6.69K
1.39K $404M
FDS
Factset Research Systems Inc

Financial Services
-30
- 4.15%
$397.04 - $469.48 $11.9K - $14.1K
693 $319M
PAYX
Paychex Inc

Industrials
-14
- 0.74%
$116.17 - $135.19 $1.63K - $1.89K
1.88K $253M
BDX
Becton Dickinson & CO

Healthcare
-7
- 0.16%
$221.47 - $242.41 $1.55K - $1.7K
4.25K $1.02B
Linde PLC
-1
- 0.11%
N/A
904 $431M
WEC
Wec Energy Group, Inc.

Utilities
-30
- 1.05%
$77.68 - $96.19 $2.33K - $2.89K
2.82K $271M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-395
- 2.4%
$46.17 - $51.13 $18.2K - $20.2K
16K $820M
RY
Royal Bank Of Canada

Financial Services
-642
- 8.81%
$105.65 - $124.73 $67.8K - $80.1K
6.65K $829M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-339
- 1.62%
$106.11 - $113.72 $36K - $38.6K
20.6K $2.32B
ECL
Ecolab Inc.

Basic Materials
-34
- 0.6%
$228.86 - $255.76 $7.78K - $8.7K
5.61K $1.43B
COST
Costco Wholesale Corp

Consumer Defensive
-79
- 1.66%
$801.83 - $917.05 $63.3K - $72.4K
4.69K $4.16B
AMGN
Amgen Inc

Healthcare
-217
- 1.19%
$309.38 - $337.38 $67.1K - $73.2K
18.1K $5.82B
MDLZ
Mondelez International, Inc.

Consumer Defensive
-14
- 0.1%
$64.35 - $75.71 $901 - $1.06K
13.5K $997M
GD
General Dynamics Corp

Industrials
-179
- 1.31%
$279.51 - $308.09 $50K - $55.1K
13.5K $4.09B
CMCSA
Comcast Corp

Communication Services
-1.65K
- 2.01%
$37.33 - $41.78 $61.4K - $68.8K
80.2K $3.35B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-94
- 0.22%
$57.32 - $62.65 $5.39K - $5.89K
42.1K $2.63B
ABBV
Abb Vie Inc.

Healthcare
-8
- 0.13%
$163.84 - $199.33 $1.31K - $1.59K
6.01K $1.19B
PG
Procter & Gamble CO

Consumer Defensive
-70
- 0.29%
$160.76 - $177.82 $11.3K - $12.4K
24.1K $4.18B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-154
- 0.74%
$105.53 - $118.34 $16.3K - $18.2K
20.6K $2.41B
WMT
Walmart Inc.

Consumer Defensive
-786
- 3.71%
$66.91 - $81.4 $52.6K - $64K
20.4K $1.65B
NSC
Norfolk Southern Corp

Industrials
-1
- 0.02%
$213.75 - $259.69 $214 - $260
6.35K $1.58B
USB
Us Bancorp \De\

Financial Services
-353
- 0.91%
$39.04 - $47.23 $13.8K - $16.7K
38.5K $1.76B
TXN
Texas Instruments Inc

Technology
-869
- 2.58%
$194.6 - $194.6 $169K - $169K
32.8K $6.78B
MDT
Medtronic PLC

Healthcare
-2.17K
- 5.36%
$76.84 - $91.03 $166K - $197K
38.2K $3.44B
NEE
Nextera Energy Inc

Utilities
-39
- 0.19%
$69.9 - $84.97 $2.73K - $3.31K
20.8K $1.76B
NKE
Nike, Inc.

Consumer Cyclical
-3.75K
- 7.35%
$71.09 - $89.44 $267K - $335K
47.3K $4.18B
BR
Broadridge Financial Solutions, Inc.

Technology
-482
- 1.66%
$196.56 - $218.55 $94.7K - $105K
28.6K $6.14B
JNJ
Johnson & Johnson

Healthcare
-796
- 2.19%
$145.48 - $167.38 $116K - $133K
35.6K $5.77B
AFL
Aflac Inc

Financial Services
-144
- 0.66%
$88.52 - $111.8 $12.7K - $16.1K
21.5K $2.41B
SPGI
S&P Global Inc.

Financial Services
-75
- 0.98%
$446.32 - $527.38 $33.5K - $39.6K
7.57K $3.91B
MCD
Mcdonalds Corp

Consumer Cyclical
-310
- 2.28%
$245.82 - $304.51 $76.2K - $94.4K
13.3K $4.05B
CSCO
Cisco Systems, Inc.

Technology
-781
- 0.69%
$44.74 - $53.22 $34.9K - $41.6K
112K $5.95B
ABT
Abbott Laboratories

Healthcare
-204
- 0.33%
$100.07 - $118.13 $20.4K - $24.1K
62.1K $7.08B
ADP
Automatic Data Processing Inc

Industrials
-246
- 1.31%
$233.44 - $279.45 $57.4K - $68.7K
18.6K $5.14B
CB
Chubb LTD

Financial Services
-276
- 1.22%
$252.51 - $292.2 $69.7K - $80.6K
22.4K $6.46B
SBUX
Starbucks Corp

Consumer Cyclical
-2.04K
- 3.87%
$72.51 - $98.6 $148K - $201K
50.7K $4.94B
BLK
Black Rock Inc.

Financial Services
-438
- 4.61%
$782.27 - $949.51 $343K - $416K
9.06K $8.6B
Activity Summary
Buys All Purchases 41 New Holdings 3 Increased Positions 38 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
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