Brady Family Wealth, LLC Portfolio Holdings by Sector

Brady Family Wealth, LLC

$333 Billion
Q3 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs IVV SHY NEAR IJH IJR LQD IEFA IWM 26 stocks	$31.8 Million 9.57% of portfolio	10	7	1	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$26.4 Million 7.92% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology AVGO TXN ADI NVDA INTC MCHP 6 stocks	$24 Million 7.22% of portfolio	2	2	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$19.7 Million 5.91% of portfolio	-	1	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare SYK ABT MDT 3 stocks	$19.1 Million 5.75% of portfolio	1	2	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare AMGN JNJ LLY ABBV MRK PFE NVS 7 stocks	$16 Million 4.8% of portfolio	1	4	-	-	0 Calls 0 Puts
Information Technology Services \| Technology ACN BR IBM 3 stocks	$15.2 Million 4.56% of portfolio	2	1	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL GOOG META 3 stocks	$14.1 Million 4.24% of portfolio	2	-	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical LOW HD 2 stocks	$11.9 Million 3.59% of portfolio	2	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services BLK TROW 2 stocks	$11 Million 3.31% of portfolio	1	1	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical SBUX MCD 2 stocks	$8.99 Million 2.7% of portfolio	-	2	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive PEP KO 2 stocks	$8.28 Million 2.49% of portfolio	2	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V MA 2 stocks	$7.94 Million 2.39% of portfolio	2	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B BRK-A 2 stocks	$7.21 Million 2.17% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services CB 1 stocks	$6.46 Million 1.94% of portfolio	-	1	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials GD LMT LHX RTX 4 stocks	$6.34 Million 1.9% of portfolio	1	2	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$6.33 Million 1.9% of portfolio	1	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST WMT TGT 3 stocks	$6.05 Million 1.82% of portfolio	-	2	-	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO 1 stocks	$5.95 Million 1.79% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials APD ECL 2 stocks	$5.73 Million 1.72% of portfolio	1	1	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM BAC RY 3 stocks	$5.57 Million 1.67% of portfolio	2	1	-	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials ADP PAYX 2 stocks	$5.39 Million 1.62% of portfolio	-	2	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ITW EMR 2 stocks	$5.38 Million 1.62% of portfolio	1	1	-	-	0 Calls 0 Puts
Oil & Gas Refining & Marketing \| Energy PSX MPC 2 stocks	$5.15 Million 1.55% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Application \| Technology CRM 1 stocks	$5 Million 1.5% of portfolio	1	-	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services SPGI ICE FDS 3 stocks	$4.72 Million 1.42% of portfolio	-	2	-	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical TJX 1 stocks	$4.57 Million 1.37% of portfolio	1	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG CL 2 stocks	$4.43 Million 1.33% of portfolio	-	2	-	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical NKE 1 stocks	$4.18 Million 1.26% of portfolio	-	1	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$3.87 Million 1.16% of portfolio	1	-	-	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials UPS 1 stocks	$3.57 Million 1.07% of portfolio	-	1	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services CMCSA 1 stocks	$3.35 Million 1.01% of portfolio	-	1	-	-	0 Calls 0 Puts
Railroads \| Industrials NSC UNP 2 stocks	$3.09 Million 0.93% of portfolio	1	1	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities NEE SO WEC AEE 4 stocks	$2.84 Million 0.85% of portfolio	1	2	1	-	0 Calls 0 Puts
Banks—Regional \| Financial Services USB TFC 2 stocks	$2.52 Million 0.76% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy CVX XOM 2 stocks	$2.51 Million 0.75% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Life \| Financial Services AFL 1 stocks	$2.41 Million 0.72% of portfolio	-	1	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare BDX 1 stocks	$1.02 Million 0.31% of portfolio	-	1	-	-	0 Calls 0 Puts
Confectioners \| Consumer Defensive MDLZ 1 stocks	$996,591 0.3% of portfolio	-	1	-	-	0 Calls 0 Puts
Advertising Agencies \| Communication Services OMC 1 stocks	$800,040 0.24% of portfolio	-	-	-	-	0 Calls 0 Puts
Conglomerates \| Industrials HON 1 stocks	$469,232 0.14% of portfolio	1	-	-	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate AMT 1 stocks	$454,711 0.14% of portfolio	-	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare DHR 1 stocks	$434,667 0.13% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical TSCO 1 stocks	$403,858 0.12% of portfolio	-	1	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CAT 1 stocks	$269,091 0.08% of portfolio	-	1	-	-	0 Calls 0 Puts
Industrial Distribution \| Industrials GWW 1 stocks	$268,013 0.08% of portfolio	-	-	-	-	0 Calls 0 Puts
Utilities—Regulated Gas \| Utilities ATO 1 stocks	$249,044 0.07% of portfolio	-	-	-	-	0 Calls 0 Puts
Drug Manufacturers—Specialty & Generic \| Healthcare ZTS 1 stocks	$233,304 0.07% of portfolio	1	-	-	-	0 Calls 0 Puts
Other Industrial Metals & Mining \| Basic Materials NAK 1 stocks	$36,465 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Brady Family Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Brady Family Wealth, LLC with notifications on news.

Account

Brady Family Wealth, LLC Portfolio Holdings by Sector

Brady Family Wealth, LLC

Track Brady Family Wealth, LLC Portfolio

Portfolio Update

News