Brady Family Wealth, LLC has filed its 13F form on January 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $326 Billion distributed in 115 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $27.8B, Microsoft Corp with a value of $18.9B, Alphabet Inc. with a value of $12.6B, Broadcom Inc. with a value of $10.4B, and Lowes Companies Inc with a value of $10.3B.

Examining the 13F form we can see an decrease of $7.19B in the current position value, from $333B to 326B.

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 $326 Billion
Technology: $99 Billion
Financial Services: $39.4 Billion
Healthcare: $36 Billion
Consumer Cyclical: $34.5 Billion
ETFs: $32 Billion
Industrials: $23 Billion
Communication Services: $19.4 Billion
Consumer Defensive: $18.3 Billion
Other: $15.1 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 115
  • Current Value $326 Billion
  • Prior Value $333 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 2 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 62 stocks
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