Brady Family Wealth, LLC Reduced Holdings in Q2 2025

Brady Family Wealth, LLC

  • $323 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-1.68K
- 1.52%
$172.42 - $223.89 $289K - $375K
108K $22.2B
UPS
United Parcel Service Inc

Industrials
-16.8K
- 78.48%
$91.92 - $110.2 $1.55M - $1.86M
4.62K $466M
UNH
Unitedhealth Group Inc

Healthcare
-1.04K
- 16.29%
$274.35 - $599.47 $286K - $625K
5.36K $1.67B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-356
- 2.63%
$483.48 - $539.8 $172K - $192K
13.2K $6.39B
PEP
Pepsico Inc

Consumer Defensive
-424
- 1.15%
$128.02 - $151.37 $54.3K - $64.2K
36.4K $4.8B
AMGN
Amgen Inc

Healthcare
-380
- 2.14%
$262.28 - $309.85 $99.7K - $118K
17.4K $4.85B
LOW
Lowes Companies Inc

Consumer Cyclical
-299
- 0.72%
$210.83 - $235.28 $63K - $70.3K
41K $9.11B
JNJ
Johnson & Johnson

Healthcare
-641
- 1.97%
$146.36 - $159.82 $93.8K - $102K
31.8K $4.86B
SBUX
Starbucks Corp

Consumer Cyclical
-1.69K
- 3.5%
$79.69 - $99.41 $135K - $168K
46.7K $4.28B
CB
Chubb LTD

Financial Services
-382
- 1.72%
$274.32 - $302.46 $105K - $116K
21.8K $6.31B
PSX
Phillips 66

Energy
-1.51K
- 3.87%
$92.87 - $125.73 $140K - $190K
37.5K $4.47B
CVX
Chevron Corp

Energy
-35
- 0.27%
$133.73 - $168.51 $4.68K - $5.9K
12.7K $1.82B
PG
Procter & Gamble CO

Consumer Defensive
-190
- 0.79%
$157.66 - $172.39 $30K - $32.8K
23.8K $3.78B
APD
Air Products & Chemicals, Inc.

Basic Materials
-258
- 1.9%
$248.61 - $294.96 $64.1K - $76.1K
13.3K $3.75B
V
Visa Inc.

Financial Services
-912
- 3.67%
$308.27 - $373.31 $281K - $340K
24K $8.51B
MDT
Medtronic PLC

Healthcare
-813
- 2.51%
$80.68 - $88.86 $65.6K - $72.2K
31.6K $2.75B
AFL
Aflac Inc

Financial Services
-12
- 0.06%
$99.77 - $112.45 $1.2K - $1.35K
20K $2.11B
BR
Broadridge Financial Solutions, Inc.

Technology
-473
- 1.71%
$217.22 - $246.25 $103K - $116K
27.2K $6.62B
NKE
Nike, Inc.

Consumer Cyclical
-6.39K
- 13.35%
$53.27 - $72.04 $340K - $460K
41.4K $2.94B
Linde PLC
-169
- 18.9%
N/A
725 $340M
CMCSA
Comcast Corp

Communication Services
-1.25K
- 4.88%
$32.84 - $36.72 $40.9K - $45.8K
24.3K $867M
ITW
Illinois Tool Works Inc

Industrials
-242
- 1.38%
$218.41 - $252.43 $52.9K - $61.1K
17.3K $4.29B
ADP
Automatic Data Processing Inc

Industrials
-341
- 1.96%
$276.76 - $326.81 $94.4K - $111K
17K $5.25B
TJX
Tjx Companies Inc

Consumer Cyclical
-877
- 2.39%
$119.13 - $135.03 $104K - $118K
35.8K $4.42B
ICE
Intercontinental Exchange, Inc.

Financial Services
-456
- 13.39%
$151.62 - $183.47 $69.1K - $83.7K
2.95K $541M
XOM
Exxon Mobil Corp

Energy
-72
- 2.53%
$99.93 - $119.04 $7.19K - $8.57K
2.78K $299M
TSCO
Tractor Supply CO

Consumer Cyclical
-21
- 0.31%
$47.86 - $55.77 $1.01K - $1.17K
6.86K $362M
AWK
American Water Works Company, Inc.

Utilities
-1
- 0.07%
$133.82 - $151.96 $134 - $152
1.49K $207M
AMT
American Tower Corp

Real Estate
-68
- 5.49%
$203.96 - $228.19 $13.9K - $15.5K
1.17K $259M
CL
Colgate Palmolive CO

Consumer Defensive
-27
- 1.07%
$87.57 - $96.0 $2.36K - $2.59K
2.49K $226M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-198
- 3.05%
$51.68 - $52.76 $10.2K - $10.4K
6.29K $332M
FDS
Factset Research Systems Inc

Financial Services
-6
- 0.85%
$398.85 - $473.32 $2.39K - $2.84K
696 $311M
XLC
Select Sector Spdr Tr Communic

ETFs
-417
- 13.43%
$86.13 - $108.53 $35.9K - $45.3K
2.69K $292M
IWM
Ishares Russell 2000 ETF

ETFs
-375
- 7.78%
$174.82 - $215.79 $65.6K - $80.9K
4.44K $959M
RTX
Raytheon Technologies Corp

Industrials
-407
- 9.35%
$113.75 - $148.48 $46.3K - $60.4K
3.95K $576M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-118
- 0.55%
$105.23 - $109.61 $12.4K - $12.9K
21.3K $2.33B
ECL
Ecolab Inc.

Basic Materials
-303
- 5.42%
$225.65 - $270.95 $68.4K - $82.1K
5.29K $1.43B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-580
- 3.17%
$90.56 - $109.49 $52.5K - $63.5K
17.7K $1.94B
USB
Us Bancorp \De\

Financial Services
-1.6K
- 4.27%
$36.4 - $45.76 $58.2K - $73.1K
35.8K $1.62B
TROW
Price T Rowe Group Inc

Financial Services
-502
- 2.36%
$80.27 - $98.06 $40.3K - $49.2K
20.7K $2B
CRM
Salesforce, Inc.

Technology
-49
- 0.28%
$236.26 - $291.15 $11.6K - $14.3K
17.2K $4.68B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-4
- 0.37%
$416.06 - $551.64 $1.66K - $2.21K
1.06K $587M
NSC
Norfolk Southern Corp

Industrials
-112
- 1.76%
$206.34 - $257.46 $23.1K - $28.8K
6.24K $1.6B
RY
Royal Bank Of Canada

Financial Services
-150
- 2.26%
$108.36 - $131.55 $16.3K - $19.7K
6.5K $855M
SPGI
S&P Global Inc.

Financial Services
-51
- 0.7%
$438.31 - $527.29 $22.4K - $26.9K
7.22K $3.81B
ABT
Abbott Laboratories

Healthcare
-563
- 0.98%
$123.95 - $138.08 $69.8K - $77.7K
56.8K $7.72B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-72
- 0.19%
$51.16 - $62.02 $3.68K - $4.47K
38.2K $2.37B
COST
Costco Wholesale Corp

Consumer Defensive
-21
- 0.46%
$908.13 - $1056.85 $19.1K - $22.2K
4.53K $4.49B
BAC
Bank Of America Corp

Financial Services
-199
- 0.47%
$34.39 - $47.46 $6.84K - $9.44K
42.1K $1.99B
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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