Brady Family Wealth, LLC Portfolio Holdings by Sector

Brady Family Wealth, LLC

$326 Billion
Q4 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs IVV SHY NEAR IJH LQD IJR JPST IEFA 25 stocks	$32 Million 10.1% of portfolio	6	10	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$27.8 Million 8.79% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology AVGO TXN ADI NVDA 4 stocks	$24.7 Million 7.81% of portfolio	1	3	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT FTNT 2 stocks	$19.2 Million 6.05% of portfolio	1	1	1	-	0 Calls 0 Puts
Medical Devices \| Healthcare SYK ABT MDT 3 stocks	$17.8 Million 5.62% of portfolio	-	3	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL GOOG META 3 stocks	$15.7 Million 4.97% of portfolio	1	1	-	-	0 Calls 0 Puts
Information Technology Services \| Technology ACN BR IBM 3 stocks	$15.1 Million 4.76% of portfolio	-	2	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare JNJ AMGN LLY ABBV MRK PFE NVS 7 stocks	$13.2 Million 4.15% of portfolio	-	5	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical LOW HD 2 stocks	$10.6 Million 3.34% of portfolio	-	2	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V MA 2 stocks	$8.83 Million 2.79% of portfolio	-	1	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical SBUX MCD 2 stocks	$8.28 Million 2.61% of portfolio	-	2	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$7.41 Million 2.34% of portfolio	-	1	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive PEP KO 2 stocks	$7.08 Million 2.24% of portfolio	-	2	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B BRK-A 2 stocks	$6.88 Million 2.17% of portfolio	-	1	-	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO 1 stocks	$6.31 Million 1.99% of portfolio	-	1	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST WMT TGT 3 stocks	$6.25 Million 1.97% of portfolio	-	2	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM BAC RY 3 stocks	$6.12 Million 1.93% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services CB 1 stocks	$6.05 Million 1.91% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Application \| Technology CRM 1 stocks	$5.88 Million 1.86% of portfolio	-	1	-	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials ADP PAYX 2 stocks	$5.5 Million 1.74% of portfolio	-	2	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials GD LHX LMT RTX 4 stocks	$5.39 Million 1.7% of portfolio	1	3	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials APD ECL 2 stocks	$5.31 Million 1.68% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ITW EMR 2 stocks	$5.23 Million 1.65% of portfolio	-	2	-	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical TJX 1 stocks	$4.57 Million 1.44% of portfolio	-	1	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services SPGI ICE FDS 3 stocks	$4.43 Million 1.4% of portfolio	1	2	-	-	0 Calls 0 Puts
Oil & Gas Refining & Marketing \| Energy PSX MPC 2 stocks	$4.41 Million 1.39% of portfolio	-	1	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG CL 2 stocks	$4.18 Million 1.32% of portfolio	1	1	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$3.47 Million 1.09% of portfolio	1	-	-	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical NKE 1 stocks	$3.31 Million 1.05% of portfolio	-	1	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services CMCSA 1 stocks	$2.96 Million 0.93% of portfolio	-	1	-	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials UPS 1 stocks	$2.9 Million 0.92% of portfolio	-	1	-	-	0 Calls 0 Puts
Railroads \| Industrials NSC UNP 2 stocks	$2.79 Million 0.88% of portfolio	-	1	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services USB TFC 2 stocks	$2.56 Million 0.81% of portfolio	-	1	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities NEE SO WEC AEE 4 stocks	$2.54 Million 0.8% of portfolio	2	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy CVX XOM 2 stocks	$2.47 Million 0.78% of portfolio	1	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services TROW 1 stocks	$2.35 Million 0.74% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Life \| Financial Services AFL 1 stocks	$2.2 Million 0.7% of portfolio	-	1	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare BDX 1 stocks	$967,364 0.31% of portfolio	1	-	-	-	0 Calls 0 Puts
Confectioners \| Consumer Defensive MDLZ 1 stocks	$812,562 0.26% of portfolio	1	-	-	-	0 Calls 0 Puts
Advertising Agencies \| Communication Services OMC 1 stocks	$665,784 0.21% of portfolio	-	-	-	-	0 Calls 0 Puts
Conglomerates \| Industrials HON 1 stocks	$651,241 0.21% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical TSCO 1 stocks	$367,118 0.12% of portfolio	1	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare DHR 1 stocks	$358,887 0.11% of portfolio	-	-	-	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate AMT 1 stocks	$277,737 0.09% of portfolio	-	1	-	-	0 Calls 0 Puts
Industrial Distribution \| Industrials GWW 1 stocks	$271,945 0.09% of portfolio	-	-	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CAT 1 stocks	$249,579 0.08% of portfolio	-	-	-	-	0 Calls 0 Puts
Drug Manufacturers—Specialty & Generic \| Healthcare ZTS 1 stocks	$230,731 0.07% of portfolio	1	-	-	-	0 Calls 0 Puts
Other Industrial Metals & Mining \| Basic Materials NAK 1 stocks	$63,965 0.02% of portfolio	-	-	-	-	0 Calls 0 Puts

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Brady Family Wealth, LLC Portfolio Holdings by Sector

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