Brady Family Wealth, LLC Portfolio Holdings

Brady Family Wealth, LLC

  • $333 Billion
  • Q3 2024

Brady Family Wealth, LLC has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $333 Billion distributed in 118 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $26.4B, Microsoft Corp with a value of $19.7B, Lowes Companies Inc with a value of $11.5B, Alphabet Inc. with a value of $11.4B, and Accenture PLC with a value of $8.69B.

Examining the 13F form we can see an increase of $23.2B in the current position value, from $310B to 333B.

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 $333 Billion
Technology: $96.2 Billion
Financial Services: $47.8 Billion
Healthcare: $40.7 Billion
Consumer Cyclical: $36.4 Billion
ETFs: $31.8 Billion
Industrials: $24.8 Billion
Consumer Defensive: $19.8 Billion
Communication Services: $18.3 Billion
Other: $17 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$271B
$1.41 Billion 0.42% of portfolio
19,564
Q3 2024 Added 0.18%
$693B
$1.37 Billion 0.41% of portfolio
1,547
Q2 2024 Reduced 1.9%
$1.26T
$1.34 Billion 0.4% of portfolio
2,340
Q3 2024 Added 16.65%
$295B
$1.19 Billion 0.36% of portfolio
6,011
Q3 2024 Reduced 0.13%
$63.5B
$1.02 Billion 0.31% of portfolio
4,248
Q3 2024 Reduced 0.16%
$245B
$1.02 Billion 0.31% of portfolio
8,992
Q3 2024 Added 0.42%
$87.5B
$997 Million 0.3% of portfolio
13,528
Q3 2024 Reduced 0.1%
$140B
$895 Million 0.27% of portfolio
1,531
Q2 2024 Reduced 6.19%
$171B
$829 Million 0.25% of portfolio
6,647
Q3 2024 Reduced 8.81%
$495B
$793 Million 0.24% of portfolio
1,605
Q3 2024 Added 3.22%
$20B
$800 Million 0.24% of portfolio
7,738
Q2 2024 Added 0.38%
$61.9B
$755 Million 0.23% of portfolio
17,657
Q2 2024 Added 22.97%
$46.6B
$772 Million 0.23% of portfolio
3,244
Q3 2024 Added 11.71%
$76.6B
$735 Million 0.22% of portfolio
6,716
Q3 2024 Reduced 2.71%
$422B
$691 Million 0.21% of portfolio
1
Q4 2022 New
$96.1B
$593 Million 0.18% of portfolio
6,580
Q3 2023 Reduced 4.43%
$88.2B
$490 Million 0.15% of portfolio
3,050
Q2 2024 Added 0.13%
$153B
$469 Million 0.14% of portfolio
2,270
Q3 2024 Added 19.79%
$93.7B
$455 Million 0.14% of portfolio
1,955
Q2 2024 Reduced 39.12%
$494B
$420 Million 0.13% of portfolio
3,581
Q2 2024 Added 0.22%
$168B
$435 Million 0.13% of portfolio
1,563
Q2 2024 Added 0.06%
$30.3B
$404 Million 0.12% of portfolio
1,388
Q3 2024 Reduced 1.63%
$141B
$415 Million 0.12% of portfolio
14,341
Q3 2024 Reduced 6.51%
$416B
$398 Million 0.12% of portfolio
982
Q3 2024 Added 54.4%
$99.4B
$369 Million 0.11% of portfolio
15,714
Q2 2024 Added 0.21%
$188B
$350 Million 0.11% of portfolio
1,585
Q3 2024 New
$222B
$375 Million 0.11% of portfolio
3,260
Q4 2023 Reduced 3.26%
$18.3B
$319 Million 0.1% of portfolio
693
Q3 2024 Reduced 4.15%
$31.2B
$271 Million 0.08% of portfolio
2,815
Q3 2024 Reduced 1.05%
$79.2B
$282 Million 0.08% of portfolio
1,730
Q4 2022 New
$78.1B
$256 Million 0.08% of portfolio
2,464
Q3 2024 Reduced 9.48%
$202B
$269 Million 0.08% of portfolio
688
Q3 2024 Reduced 8.14%
$59.2B
$268 Million 0.08% of portfolio
258
Q2 2024 Reduced 0.39%
$35.8B
$257 Million 0.08% of portfolio
3,200
Q4 2022 New
$50.7B
$253 Million 0.08% of portfolio
1,882
Q3 2024 Reduced 0.74%
$71.8B
$240 Million 0.07% of portfolio
1,543
Q2 2024 Reduced 49.26%
$82.2B
$233 Million 0.07% of portfolio
1,194
Q3 2024 Added 0.17%
$20.5B
$249 Million 0.07% of portfolio
1,795
Q2 2024 Added 0.45%
$23.8B
$215 Million 0.06% of portfolio
2,458
Q3 2024 New
$260M
$36.5 Million 0.01% of portfolio
110,000
Q4 2022 New

Summary

  • Portfolio
  • No. of Stocks 118
  • Current Value $333 Billion
  • Prior Value $310 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 15, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 3 stocks
  • Additional Purchases 38 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 49 stocks
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