Brady Family Wealth, LLC Portfolio Holdings

Brady Family Wealth, LLC

  • $310 Billion
  • Q2 2024

Brady Family Wealth, LLC has filed its 13F form on July 15, 2024 for Q2 2024 where it was disclosed a total value porftolio of $310 Billion distributed in 116 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $23.6B, Microsoft Corp with a value of $20.6B, Alphabet Inc. with a value of $12.3B, Lowes Companies Inc with a value of $9.29B, and Stryker Corp with a value of $7.85B.

Examining the 13F form we can see an increase of $1.53B in the current position value, from $308B to 310B.

Brady Family Wealth, LLC is based out at Saint Louis, MO

Below you can find more details about Brady Family Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $310 Billion
Technology: $90.3 Billion
Financial Services: $43.3 Billion
Healthcare: $37.7 Billion
Consumer Cyclical: $31.8 Billion
ETFs: $29.7 Billion
Industrials: $23 Billion
Communication Services: $18.8 Billion
Consumer Defensive: $18.7 Billion
Other: $16.3 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.64T
$23.6 Billion 7.61% of portfolio
111,947
Q2 2024 Reduced 2.21%
$3.11T
$20.6 Billion 6.63% of portfolio
45,994
Q2 2024 Added 1.01%
$1T
$12.3 Billion 3.97% of portfolio
67,549
Q2 2024 Added 0.84%
$169B
$9.29 Billion 3.0% of portfolio
42,150
Q2 2024 Added 0.79%
$134B
$7.85 Billion 2.53% of portfolio
23,071
Q2 2024 Reduced 3.55%
$144B
$7.48 Billion 2.41% of portfolio
9,494
Q2 2024 Reduced 1.79%
$225B
$7.31 Billion 2.36% of portfolio
24,083
Q2 2024 Added 3.15%
$69.1B
$7.01 Billion 2.26% of portfolio
4,367
Q2 2024 Added 1.63%
$453B
$6.75 Billion 2.18% of portfolio
25,708
Q2 2024 Added 0.76%
$234B
$6.63 Billion 2.14% of portfolio
40,227
Q2 2024 Added 1.09%
$177B
$6.55 Billion 2.11% of portfolio
33,676
Q2 2024 Added 0.18%
$199B
$6.48 Billion 2.09% of portfolio
62,336
Q2 2024 Added 1.0%
$1.88T
$6.34 Billion 2.05% of portfolio
32,830
Q2 2024 Added 5.74%
$117B
$6.28 Billion 2.03% of portfolio
27,532
Q2 2024 Added 0.3%
$121B
$5.78 Billion 1.87% of portfolio
22,677
Q2 2024 Added 0.09%
$595B
$5.76 Billion 1.86% of portfolio
14,150
Q2 2024 Added 2.38%
$171B
$5.71 Billion 1.84% of portfolio
18,285
Q2 2024 Added 1.6%
$216B
$5.35 Billion 1.73% of portfolio
112,606
Q2 2024 Added 1.93%
$421B
$5.32 Billion 1.72% of portfolio
36,388
Q2 2024 Reduced 7.22%
$64.7B
$5.26 Billion 1.7% of portfolio
37,266
Q2 2024 Added 0.94%
$279B
$4.62 Billion 1.49% of portfolio
17,957
Q2 2024 Added 4.8%
$118B
$4.49 Billion 1.45% of portfolio
18,819
Q2 2024 Added 0.9%
$135B
$4.18 Billion 1.35% of portfolio
38,000
Q2 2024 Reduced 0.38%
$80.4B
$4.14 Billion 1.34% of portfolio
17,482
Q2 2024 Added 2.53%
$112B
$4.1 Billion 1.32% of portfolio
52,691
Q2 2024 Reduced 4.57%
$389B
$4.05 Billion 1.31% of portfolio
4,769
Q2 2024 Reduced 5.56%
$407B
$3.99 Billion 1.29% of portfolio
24,187
Q2 2024 Added 1.69%
$83.4B
$3.98 Billion 1.28% of portfolio
13,713
Q2 2024 Reduced 0.07%
$105B
$3.85 Billion 1.24% of portfolio
51,028
Q2 2024 Added 0.42%
$97B
$3.76 Billion 1.21% of portfolio
27,483
Q2 2024 Added 0.17%
$64.3B
$3.7 Billion 1.19% of portfolio
14,320
Q2 2024 Added 1.46%
$223B
$3.47 Billion 1.12% of portfolio
13,621
Q2 2024 Reduced 1.0%
$168B
$3.41 Billion 1.1% of portfolio
7,647
Q2 2024 Added 0.1%
$554B
$3.26 Billion 1.05% of portfolio
6,396
Q2 2024 Added 0.6%
$118B
$3.18 Billion 1.03% of portfolio
40,372
Q2 2024 Added 3.61%
$182B
$3.21 Billion 1.03% of portfolio
81,870
Q2 2024 Added 0.26%
$608B
$2.87 Billion 0.92% of portfolio
14,172
Q2 2024 Reduced 7.02%
$296B
$2.55 Billion 0.82% of portfolio
20,623
Q2 2024 Added 910.44%
$24.2B
$2.52 Billion 0.81% of portfolio
21,884
Q2 2024 Added 3.14%
$295B
$2.21 Billion 0.71% of portfolio
14,119
Q2 2024 Added 0.32%
$72.2B
$1.94 Billion 0.62% of portfolio
21,669
Q2 2024 Reduced 3.13%
$315B
$1.74 Billion 0.56% of portfolio
43,856
Q2 2024 Added 0.01%
$65.7B
$1.54 Billion 0.5% of portfolio
38,877
Q2 2024 Added 6.18%
$1.02T
$1.54 Billion 0.5% of portfolio
8,405
Q2 2024 Added 0.06%
$168B
$1.48 Billion 0.48% of portfolio
20,877
Q2 2024 Reduced 5.53%
$218B
$1.44 Billion 0.46% of portfolio
21,212
Q2 2024 Reduced 1.71%
$150B
$1.38 Billion 0.45% of portfolio
6,120
Q2 2024 Added 0.02%
$847B
$1.4 Billion 0.45% of portfolio
1,547
Q2 2024 Reduced 1.9%
$57.2B
$1.36 Billion 0.44% of portfolio
6,351
Q2 2024 Reduced 0.44%

Summary

  • Portfolio
  • No. of Stocks 116
  • Current Value $310 Billion
  • Prior Value $308 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 15, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 0 stocks
  • Additional Purchases 61 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
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