Brady Family Wealth, LLC Top Holdings and 13F Report (2025) About Brady Family Wealth, LLCInvestment ActivityBrady Family Wealth, LLC has $312.63 million in total holdings as of March 31, 2025.Brady Family Wealth, LLC owns shares of 113 different stocks, but just 40 companies or ETFs make up 80% of its holdings.Approximately 1.32% of the portfolio was purchased this quarter.About 2.79% of the portfolio was sold this quarter.This quarter, Brady Family Wealth, LLC has purchased 115 new stocks and bought additional shares in 37 stocks.Brady Family Wealth, LLC sold shares of 55 stocks and completely divested from 4 stocks this quarter.Largest Holdings Apple $24,422,290Microsoft $16,690,280Alphabet $10,219,462Lowe's Companies $9,643,451Visa $8,717,225 Largest New Holdings this Quarter 33739Q408 - First Trust Enhanced Short Maturity ETF $316,554 Holding030420103 - American Water Works $219,510 Holding Largest Purchases this Quarter Meta Platforms 3,199 shares (about $1.84M)First Trust Enhanced Short Maturity ETF 5,290 shares (about $316.55K)Phillips 66 2,362 shares (about $291.66K)NIKE 4,051 shares (about $257.16K)American Water Works 1,488 shares (about $219.51K) Largest Sales this Quarter Comcast 53,261 shares (about $1.97M)iShares Core MSCI EAFE ETF 6,304 shares (about $476.89K)PepsiCo 1,974 shares (about $295.98K)Abbott Laboratories 2,094 shares (about $277.77K)Chevron 1,599 shares (about $267.49K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBrady Family Wealth, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$24,422,290$261,669 ▼-1.1%109,9467.8%Computer and TechnologyMSFTMicrosoft$16,690,280$173,806 ▼-1.0%44,4615.3%Computer and TechnologyGOOGLAlphabet$10,219,462$61,238 ▼-0.6%66,0853.3%Computer and TechnologyLOWLowe's Companies$9,643,451$44,314 ▼-0.5%41,3473.1%Retail/WholesaleVVisa$8,717,225$141,233 ▼-1.6%24,8742.8%Business ServicesSYKStryker$8,523,597$138,846 ▼-1.6%22,8982.7%MedicalBLACKROCK INC$8,087,703$137,240 ▼-1.7%8,5452.6%COMABTAbbott Laboratories$7,607,603$277,769 ▼-3.5%57,3512.4%MedicalACNAccenture$7,448,806$78,635 ▼-1.0%23,8712.4%Computer and TechnologyAVGOBroadcom$7,302,778$172,285 ▼-2.3%43,6172.3%Computer and TechnologyBRK.BBerkshire Hathaway$7,197,286$82,550 ▼-1.1%13,5142.3%FinanceBRBroadridge Financial Solutions$6,719,395$24,246 ▲0.4%27,7132.1%Business ServicesCBChubb$6,695,895$84,254 ▲1.3%22,1732.1%FinanceCSCOCisco Systems$6,423,685$150,017 ▼-2.3%104,0952.1%Computer and TechnologyAMZNAmazon.com$6,332,241$97,984 ▼-1.5%33,2822.0%Retail/WholesaleTXNTexas Instruments$5,754,891$34,682 ▲0.6%32,0251.8%Computer and TechnologyAMGNAmgen$5,531,898$96,892 ▲1.8%17,7561.8%MedicalPEPPepsiCo$5,517,470$295,980 ▼-5.1%36,7981.8%Consumer StaplesADIAnalog Devices$5,421,337$120,600 ▲2.3%26,8821.7%Computer and TechnologyJNJJohnson & Johnson$5,383,380$240,802 ▼-4.3%32,4611.7%MedicalADPAutomatic Data Processing$5,303,494$158,879 ▼-2.9%17,3581.7%Business ServicesIVViShares Core S&P 500 ETF$5,085,208$166,885 ▼-3.2%9,0501.6%ETFPSXPhillips 66$4,814,427$291,656 ▲6.4%38,9901.5%EnergySBUXStarbucks$4,743,286$73,764 ▼-1.5%48,3561.5%Retail/WholesaleCRMSalesforce$4,620,356$96,341 ▼-2.0%17,2171.5%Computer and TechnologySHYiShares 1-3 Year Treasury Bond ETF$4,605,978$119,793 ▲2.7%55,6751.5%ManufacturingTJXTJX Companies$4,466,762$142,506 ▼-3.1%36,6731.4%Retail/WholesaleITWIllinois Tool Works$4,360,596$28,274 ▲0.7%17,5821.4%IndustrialsCOSTCostco Wholesale$4,305,126$71,878 ▼-1.6%4,5521.4%Retail/WholesaleNEARiShares Short Duration Bond Active ETF$4,283,944$82,969 ▲2.0%84,2141.4%ETFPGProcter & Gamble$4,080,629$66,463 ▲1.7%23,9451.3%Consumer StaplesMCDMcDonald's$4,068,043$22,179 ▼-0.5%13,0231.3%Retail/WholesaleAPDAir Products and Chemicals$3,997,675$65,178 ▼-1.6%13,5551.3%Basic MaterialsGDGeneral Dynamics$3,831,428$191,626 ▲5.3%14,0561.2%AerospaceSPGIS&P Global$3,695,735$30,993 ▲0.8%7,2741.2%Business ServicesMETAMeta Platforms$3,383,403$1,843,868 ▲119.8%5,8701.1%Computer and TechnologyUNHUnitedHealth Group$3,353,787$235,179 ▼-6.6%6,4031.1%MedicalJPMJPMorgan Chase & Co.$3,248,562$226,170 ▼-6.5%13,2431.0%FinanceNKENIKE$3,036,211$257,160 ▲9.3%47,8291.0%Consumer DiscretionaryMDTMedtronic$2,911,178$129,038 ▼-4.2%32,3970.9%MedicalUPSUnited Parcel Service$2,360,641$169,717 ▼-6.7%21,4620.8%TransportationLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$2,325,127$68,802 ▲3.0%21,3920.7%FinanceNVDANVIDIA$2,232,954$52,564 ▼-2.3%20,6030.7%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$2,232,069$146,050 ▼-6.1%38,2530.7%ETFAFLAflac$2,228,025$140,433 ▼-5.9%20,0380.7%FinanceCVXChevron$2,136,267$267,493 ▼-11.1%12,7700.7%EnergyTROWT. Rowe Price Group$1,951,809$39,780 ▲2.1%21,2450.6%FinanceIJRiShares Core S&P Small-Cap ETF$1,912,407$96,520 ▼-4.8%18,2880.6%ETFBACBank of America$1,767,174$62,970 ▼-3.4%42,3480.6%FinanceWMTWalmart$1,693,846$57,064 ▼-3.3%19,2940.5%Retail/WholesaleUSBU.S. Bancorp$1,579,187$84 ▼0.0%37,4040.5%FinanceNSCNorfolk Southern$1,504,0000.0%6,3500.5%TransportationNEENextEra Energy$1,488,187$4,466 ▼-0.3%20,9930.5%UtilitiesECLEcolab$1,418,426$3,803 ▼-0.3%5,5950.5%Basic MaterialsKOCoca-Cola$1,365,756$931 ▲0.1%19,0690.4%Consumer StaplesUNPUnion Pacific$1,344,939$709 ▲0.1%5,6930.4%TransportationJPSTJPMorgan Ultra-Short Income ETF$1,341,052$30,176 ▲2.3%26,4870.4%ETFGOOGAlphabet$1,315,705$2,656 ▲0.2%8,4220.4%Computer and TechnologyLLYEli Lilly and Company$1,279,335$1,652 ▲0.1%1,5490.4%MedicalABBVAbbVie$1,248,739$1,257 ▲0.1%5,9600.4%MedicalBDXBecton, Dickinson and Company$988,842$12,140 ▲1.2%4,3170.3%MedicalMDLZMondelez International$980,031$56,994 ▲6.2%14,4440.3%Consumer StaplesIWMiShares Russell 2000 ETF$961,232$102,148 ▼-9.6%4,8180.3%FinanceCMCSAComcast$942,412$1,965,302 ▼-67.6%25,5400.3%Consumer DiscretionaryIEFAiShares Core MSCI EAFE ETF$860,657$476,890 ▼-35.7%11,3770.3%ETFMAMastercard$801,900$77,833 ▼-8.8%1,4630.3%Business ServicesBRK.ABerkshire Hathaway$798,4420.0%10.3%FinanceDONWisdomTree U.S. MidCap Dividend Fund$794,0200.0%16,0340.3%FinanceAGGiShares Core U.S. Aggregate Bond ETF$788,4910.0%7,9710.3%FinanceMRKMerck & Co., Inc.$766,654$40,482 ▼-5.0%8,5410.2%MedicalLHXL3Harris Technologies$753,091$68,653 ▲10.0%3,5980.2%AerospaceRYRoyal Bank of Canada$749,2500.0%6,6470.2%FinanceTFCTruist Financial$727,046$453 ▲0.1%17,6680.2%FinanceEMREmerson Electric$714,659$5,263 ▲0.7%6,5180.2%IndustrialsOMCOmnicom Group$641,5640.0%7,7380.2%Business ServicesIWRiShares Russell Mid-Cap ETF$629,813$23,821 ▼-3.6%7,4030.2%ETFLMTLockheed Martin$610,6230.0%1,3670.2%AerospaceSOSouthern$605,0310.0%6,5800.2%UtilitiesICEIntercontinental Exchange$587,584$518 ▲0.1%3,4060.2%FinanceHONHoneywell International$582,948$27,528 ▼-4.5%2,7530.2%Multi-Sector ConglomeratesRTXRTX$576,870$16,690 ▼-2.8%4,3550.2%AerospaceXLKTechnology Select Sector SPDR Fund$576,4920.0%2,7920.2%ETFNOBLProShares S&P 500 Aristocrats ETF$571,9010.0%5,5970.2%ETFXLVHealth Care Select Sector SPDR Fund$566,8110.0%3,8820.2%ETFQQQInvesco QQQ$500,757$8,909 ▼-1.7%1,0680.2%FinanceDGROiShares Core Dividend Growth ETF$440,851$62 ▲0.0%7,1360.1%ETFLINDE PLC$416,282$8,847 ▼-2.1%8940.1%SHSIBMInternational Business Machines$394,872$746 ▲0.2%1,5880.1%Computer and TechnologyTSCOTractor Supply$379,091$2,149 ▼-0.6%6,8800.1%Retail/WholesaleIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$339,977$995 ▲0.3%6,4920.1%ManufacturingXOMExxon Mobil$338,947$86,937 ▼-20.4%2,8500.1%EnergyDESWisdomTree U.S. SmallCap Dividend Fund$325,1750.0%10,1740.1%FinanceFDSFactSet Research Systems$319,157$4,546 ▲1.4%7020.1%Business ServicesFTSMFirst Trust Enhanced Short Maturity ETF$316,554$316,554 ▲New Holding5,2900.1%ManufacturingNVSNovartis$315,6000.0%2,8310.1%MedicalWECWEC Energy Group$309,939$2,507 ▲0.8%2,8440.1%UtilitiesXLCCommunication Services Select Sector SPDR Fund$299,3810.0%3,1040.1%ETFHDHome Depot$296,857$3,665 ▼-1.2%8100.1%Retail/WholesaleDHRDanaher$273,560$46,960 ▼-14.7%1,3340.1%MedicalAMTAmerican Tower$269,579$59,834 ▼-18.2%1,2390.1%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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