Brady Family Wealth, LLC Reduced Holdings in Q3 2025

Brady Family Wealth, LLC

  • $323 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ACN
Accenture PLC

Technology
-1.76K
- 7.43%
$232.56 - $304.78 $409K - $536K
21.9K $5.4B
CRM
Salesforce, Inc.

Technology
-2.64K
- 15.4%
$231.66 - $273.65 $613K - $724K
14.5K $3.44B
CSCO
Cisco Systems, Inc.

Technology
-12.3K
- 12.17%
$66.2 - $71.79 $815K - $884K
88.9K $6.08B
TXN
Texas Instruments Inc

Technology
-791
- 2.53%
N/A
30.4K $5.59B
SYK
Stryker Corp

Healthcare
-409
- 1.82%
$368.57 - $403.53 $151K - $165K
22.1K $8.16B
NKE
Nike, Inc.

Consumer Cyclical
-8.61K
- 20.77%
$69.24 - $79.24 $596K - $682K
32.8K $2.29B
MSFT
Microsoft Corp

Technology
-2.92K
- 6.81%
$491.09 - $535.64 $1.43M - $1.56M
39.9K $20.7B
AMZN
Amazon Com Inc

Consumer Cyclical
-2.52K
- 7.78%
$211.65 - $238.24 $533K - $599K
29.8K $6.54B
V
Visa Inc.

Financial Services
-578
- 2.41%
$332.09 - $358.86 $192K - $207K
23.4K $7.98B
SBUX
Starbucks Corp

Consumer Cyclical
-2.31K
- 4.95%
$81.9 - $96.86 $189K - $224K
44.4K $3.75B
ADP
Automatic Data Processing Inc

Industrials
-890
- 5.23%
$288.69 - $310.94 $257K - $277K
16.1K $4.73B
CMCSA
Comcast Corp

Communication Services
-12K
- 49.32%
$31.41 - $36.33 $376K - $435K
12.3K $387M
BR
Broadridge Financial Solutions, Inc.

Technology
-1.44K
- 5.3%
$233.75 - $266.89 $337K - $385K
25.8K $6.14B
ECL
Ecolab Inc.

Basic Materials
-1.64K
- 31.07%
$259.39 - $285.47 $426K - $469K
3.65K $999M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-5.47K
- 37.83%
$60.9 - $70.75 $333K - $387K
8.98K $561M
UNH
Unitedhealth Group Inc

Healthcare
-1.67K
- 31.23%
$237.77 - $353.61 $398K - $592K
3.69K $1.27B
ABT
Abbott Laboratories

Healthcare
-1.78K
- 3.13%
$120.51 - $136.62 $214K - $243K
55K $7.37B
MCD
Mcdonalds Corp

Consumer Cyclical
-1.66K
- 12.25%
$291.67 - $316.99 $483K - $525K
11.9K $3.6B
GOOG
Alphabet Inc.

Communication Services
-3.68K
- 43.7%
$175.16 - $255.24 $645K - $939K
4.74K $1.15B
TFC
Truist Financial Corp

Financial Services
-8.09K
- 45.77%
$42.83 - $47.07 $346K - $381K
9.58K $438M
SPGI
S&P Global Inc.

Financial Services
-56
- 0.78%
$484.94 - $564.15 $27.2K - $31.6K
7.17K $3.49B
COST
Costco Wholesale Corp

Consumer Defensive
-18
- 0.4%
$915.95 - $994.57 $16.5K - $17.9K
4.51K $4.18B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-3.81K
- 21.53%
$108.46 - $120.63 $413K - $460K
13.9K $1.65B
NEAR
Blackrock Short Maturity Bond

ETFs
-5.34K
- 5.99%
$50.8 - $51.32 $271K - $274K
83.8K $4.3B
OMC
Omnicom Group Inc.

Communication Services
-3.9K
- 50.35%
$70.41 - $81.53 $274K - $318K
3.84K $313M
RTX
Raytheon Technologies Corp

Industrials
-1.89K
- 47.87%
$144.19 - $167.33 $273K - $316K
2.06K $344M
BDX
Becton Dickinson & CO

Healthcare
-1.54K
- 34.94%
$172.41 - $199.66 $266K - $308K
2.87K $537M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-5.18K
- 13.56%
$62.09 - $66.51 $321K - $344K
33K $2.15B
HON
Honeywell International Inc

Industrials
-644
- 23.39%
$207.7 - $240.4 $134K - $155K
2.11K $444M
ICE
Intercontinental Exchange, Inc.

Financial Services
-898
- 30.44%
$167.28 - $188.45 $150K - $169K
2.05K $346M
USB
Us Bancorp \De\

Financial Services
-6.17K
- 17.23%
$43.94 - $50.41 $271K - $311K
29.6K $1.43B
MRK
Merck & Co., Inc.

Healthcare
-2.46K
- 28.8%
$77.6 - $87.37 $191K - $215K
6.08K $510M
MDT
Medtronic PLC

Healthcare
-4.31K
- 13.65%
$87.67 - $95.74 $378K - $413K
27.3K $2.6B
CVX
Chevron Corp

Energy
-1.85K
- 14.5%
$145.57 - $161.83 $269K - $299K
10.9K $1.69B
KO
Coca Cola CO

Consumer Defensive
-724
- 3.8%
$65.67 - $71.67 $47.5K - $51.9K
18.3K $1.22B
AFL
Aflac Inc

Financial Services
-2.27K
- 11.34%
$98.09 - $111.7 $223K - $254K
17.8K $1.98B
AMGN
Amgen Inc

Healthcare
-634
- 3.65%
$271.18 - $309.22 $172K - $196K
16.7K $4.72B
LMT
Lockheed Martin Corp

Industrials
-315
- 23.04%
$410.74 - $499.21 $129K - $157K
1.05K $525M
PEP
Pepsico Inc

Consumer Defensive
-2.85K
- 7.84%
$133.81 - $152.16 $381K - $434K
33.5K $4.71B
WEC
Wec Energy Group, Inc.

Utilities
-983
- 34.52%
$103.66 - $114.59 $102K - $113K
1.87K $214M
Linde PLC
-169
- 23.31%
N/A
556 $264M
RY
Royal Bank Of Canada

Financial Services
-1.12K
- 17.28%
$128.46 - $148.6 $144K - $167K
5.37K $792M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-820
- 3.85%
$107.66 - $112.36 $88.3K - $92.1K
20.5K $2.28B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-803
- 2.92%
$50.47 - $50.74 $40.5K - $40.7K
26.7K $1.36B
ZTS
Zoetis Inc.

Healthcare
-46
- 3.13%
$141.13 - $159.19 $6.49K - $7.32K
1.42K $208M
NEE
Nextera Energy Inc

Utilities
-2.02K
- 9.2%
$69.77 - $77.54 $141K - $156K
19.9K $1.5B
TSCO
Tractor Supply CO

Consumer Cyclical
-13
- 0.19%
$54.08 - $62.65 $703 - $814
6.85K $389M
HD
Home Depot, Inc.

Consumer Cyclical
-8
- 0.98%
$357.4 - $423.42 $2.86K - $3.39K
808 $327M
IWR
Ishares Russell Mid Cap ETF

ETFs
-6
- 0.08%
$92.26 - $97.51 $554 - $585
7.4K $714M
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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