Brady Family Wealth, LLC Top Holdings and 13F Report (2025) About Brady Family Wealth, LLCInvestment ActivityBrady Family Wealth, LLC has $325.94 million in total holdings as of December 31, 2024.Brady Family Wealth, LLC owns shares of 115 different stocks, but just 40 companies or ETFs make up 80% of its holdings.Approximately 3.57% of the portfolio was purchased this quarter.About 5.64% of the portfolio was sold this quarter.This quarter, Brady Family Wealth, LLC has purchased 118 new stocks and bought additional shares in 21 stocks.Brady Family Wealth, LLC sold shares of 62 stocks and completely divested from 5 stocks this quarter.Largest Holdings Apple $27,827,548Microsoft $18,935,332Alphabet $12,584,844Broadcom $10,350,731Lowe's Companies $10,251,277 Largest New Holdings this Quarter BLACKROCK INC $8,908,475 HoldingFortinet $232,704 Holding Largest Purchases this Quarter BLACKROCK INC 8,690 shares (about $8.91M)iShares Short Duration Bond Active ETF 13,043 shares (about $658.67K)JPMorgan Ultra-Short Income ETF 10,448 shares (about $526.27K)iShares 1-3 Year Treasury Bond ETF 4,386 shares (about $359.57K)Tractor Supply 5,531 shares (about $293.47K) Largest Sales this Quarter Apple 2,000 shares (about $500.84K)Alphabet 2,116 shares (about $400.56K)United Parcel Service 3,150 shares (about $397.22K)Medtronic 4,374 shares (about $349.39K)Microsoft 804 shares (about $338.88K) 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$27,827,548$500,838 ▼-1.8%111,1248.5%Computer and TechnologyMSFTMicrosoft$18,935,332$338,884 ▼-1.8%44,9245.8%Computer and TechnologyGOOGLAlphabet$12,584,844$400,559 ▼-3.1%66,4813.9%Computer and TechnologyAVGOBroadcom$10,350,731$172,953 ▼-1.6%44,6463.2%Computer and TechnologyLOWLowe's Companies$10,251,277$258,398 ▼-2.5%41,5373.1%Retail/WholesaleBLACKROCK INC$8,908,475$8,908,475 ▲New Holding8,6902.7%COMACNAccenture$8,486,073$164,986 ▼-1.9%24,1232.6%Computer and TechnologySYKStryker$8,378,616$205,586 ▼-2.4%23,2712.6%MedicalVVisa$7,988,479$228,179 ▼-2.8%25,2772.5%Business ServicesAMZNAmazon.com$7,414,724$42,562 ▼-0.6%33,7972.3%Retail/WholesaleABTAbbott Laboratories$6,723,857$303,928 ▼-4.3%59,4452.1%MedicalCSCOCisco Systems$6,306,317$313,700 ▼-4.7%106,5261.9%Computer and TechnologyBRBroadridge Financial Solutions$6,243,045$217,273 ▼-3.4%27,6131.9%Business ServicesBRK.BBerkshire Hathaway$6,195,884$221,201 ▼-3.4%13,6691.9%FinanceCBChubb$6,049,426$140,087 ▼-2.3%21,8941.9%FinanceTXNTexas Instruments$5,968,873$182,824 ▼-3.0%31,8321.8%Computer and TechnologyPEPPepsiCo$5,895,742$248,317 ▼-4.0%38,7721.8%Consumer StaplesCRMSalesforce$5,876,084$235,030 ▼-3.8%17,5761.8%Computer and TechnologyADIAnalog Devices$5,584,302$175,705 ▼-3.1%26,2841.7%Computer and TechnologyIVViShares Core S&P 500 ETF$5,502,216$24,135 ▼-0.4%9,3471.7%ETFADPAutomatic Data Processing$5,233,489$203,450 ▼-3.7%17,8781.6%Business ServicesJNJJohnson & Johnson$4,904,554$242,820 ▼-4.7%33,9131.5%MedicalTJXTJX Companies$4,571,755$126,245 ▼-2.7%37,8431.4%Retail/WholesaleAMGNAmgen$4,546,793$162,376 ▼-3.4%17,4451.4%MedicalSBUXStarbucks$4,481,111$141,073 ▼-3.1%49,1081.4%Retail/WholesaleSHYiShares 1-3 Year Treasury Bond ETF$4,445,556$359,566 ▲8.8%54,2271.4%ManufacturingITWIllinois Tool Works$4,429,190$65,419 ▼-1.5%17,4681.4%Industrial ProductsCOSTCostco Wholesale$4,240,418$56,808 ▼-1.3%4,6281.3%Retail/WholesalePSXPhillips 66$4,172,981$47,736 ▼-1.1%36,6281.3%Oils/EnergyNEARiShares Short Duration Bond Active ETF$4,170,419$658,668 ▲18.8%82,5831.3%ETFAPDAir Products and Chemicals$3,995,472$189,681 ▼-4.5%13,7761.2%Basic MaterialsPGProcter & Gamble$3,949,002$94,219 ▼-2.3%23,5551.2%Consumer StaplesMCDMcDonald's$3,795,865$62,907 ▼-1.6%13,0941.2%Retail/WholesaleSPGIS&P Global$3,592,091$178,783 ▼-4.7%7,2131.1%Business ServicesGDGeneral Dynamics$3,518,272$47,690 ▼-1.3%13,3531.1%AerospaceUNHUnitedHealth Group$3,466,361$119,390 ▲3.6%6,8521.1%MedicalJPMJPMorgan Chase & Co.$3,395,556$14,623 ▼-0.4%14,1651.0%FinanceNKENIKE$3,312,693$264,922 ▼-7.4%43,7781.0%Consumer DiscretionaryCMCSAComcast$2,957,405$53,405 ▼-1.8%78,8010.9%Consumer DiscretionaryUPSUnited Parcel Service$2,900,976$397,221 ▼-12.0%23,0050.9%TransportationNVDANVIDIA$2,831,908$3,894 ▲0.1%21,0880.9%Computer and TechnologyMDTMedtronic$2,702,565$349,393 ▼-11.4%33,8330.8%MedicalIJHiShares Core S&P Mid-Cap ETF$2,539,521$85,677 ▼-3.3%40,7560.8%ETFTROWT. Rowe Price Group$2,353,614$135,368 ▼-5.4%20,8120.7%FinanceLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$2,217,936$22,116 ▲1.0%20,7590.7%FinanceIJRiShares Core S&P Small-Cap ETF$2,213,467$155,776 ▼-6.6%19,2110.7%ETFAFLAflac$2,203,375$23,171 ▼-1.0%21,3010.7%FinanceCVXChevron$2,081,172$28,823 ▲1.4%14,3690.6%Oils/EnergyBACBank of America$1,927,5300.0%43,8570.6%FinanceWMTWalmart$1,801,956$43,549 ▼-2.4%19,9440.6%Retail/WholesaleUSBU.S. Bancorp$1,789,118$53,474 ▼-2.9%37,4060.5%FinanceGOOGAlphabet$1,600,5700.0%8,4050.5%Computer and TechnologyMETAMeta Platforms$1,563,894$193,803 ▲14.1%2,6710.5%Computer and TechnologyNEENextEra Energy$1,509,498$15,628 ▲1.0%21,0560.5%UtilitiesNSCNorfolk Southern$1,490,3250.0%6,3500.5%TransportationECLEcolab$1,314,5180.0%5,6100.4%Basic MaterialsJPSTJPMorgan Ultra-Short Income ETF$1,304,135$526,268 ▲67.7%25,8910.4%ETFUNPUnion Pacific$1,297,588$98,288 ▼-7.0%5,6900.4%TransportationIEFAiShares Core MSCI EAFE ETF$1,242,621$68,804 ▼-5.2%17,6810.4%ETFLLYEli Lilly and Company$1,194,2840.0%1,5470.4%MedicalKOCoca-Cola$1,186,456$31,629 ▼-2.6%19,0560.4%Consumer StaplesIWMiShares Russell 2000 ETF$1,177,815$38,229 ▲3.4%5,3300.4%FinanceABBVAbbVie$1,058,026$10,129 ▼-0.9%5,9540.3%MedicalBDXBecton, Dickinson and Company$967,364$3,630 ▲0.4%4,2640.3%MedicalMRKMerck & Co., Inc.$894,5390.0%8,9920.3%MedicalMAMastercard$845,1450.0%1,6050.3%Business ServicesDONWisdomTree U.S. MidCap Dividend Fund$817,2700.0%16,0340.3%FinanceMDLZMondelez International$812,562$4,539 ▲0.6%13,6040.2%Consumer StaplesEMREmerson Electric$801,855$30,488 ▼-3.7%6,4700.2%Industrial ProductsRYRoyal Bank of Canada$801,0300.0%6,6470.2%FinanceAGGiShares Core U.S. Aggregate Bond ETF$772,390$254,556 ▼-24.8%7,9710.2%FinanceTFCTruist Financial$765,9690.0%17,6570.2%FinanceLHXL3Harris Technologies$687,610$5,467 ▲0.8%3,2700.2%AerospaceBRK.ABerkshire Hathaway$680,9200.0%10.2%FinanceIWRiShares Russell Mid-Cap ETF$679,2180.0%7,6830.2%ETFOMCOmnicom Group$665,7840.0%7,7380.2%Business ServicesLMTLockheed Martin$664,248$79,690 ▼-10.7%1,3670.2%AerospaceHONHoneywell International$651,241$138,471 ▲27.0%2,8830.2%Multi-Sector ConglomeratesXLKTechnology Select Sector SPDR Fund$649,1960.0%2,7920.2%ETFNOBLProShares S&P 500 Aristocrats ETF$557,1810.0%5,5970.2%ETFQQQInvesco QQQ$555,653$40,894 ▼-6.9%1,0870.2%FinanceSOSouthern$541,6660.0%6,5800.2%UtilitiesXLVHealth Care Select Sector SPDR Fund$534,0470.0%3,8820.2%ETFRTXRTX$518,587$34,951 ▼-6.3%4,4810.2%AerospaceICEIntercontinental Exchange$507,124$52,605 ▲11.6%3,4030.2%FinanceDGROiShares Core Dividend Growth ETF$437,657$61 ▲0.0%7,1350.1%ETFXOMExxon Mobil$385,2050.0%3,5810.1%Oils/EnergyLINDE PLC$382,246$3,768 ▲1.0%9130.1%SHSTSCOTractor Supply$367,118$293,472 ▲398.5%6,9190.1%Retail/WholesaleDHRDanaher$358,8870.0%1,5630.1%Multi-Sector ConglomeratesDESWisdomTree U.S. SmallCap Dividend Fund$349,4920.0%10,1740.1%FinanceIBMInternational Business Machines$348,4310.0%1,5850.1%Computer and TechnologyIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$334,650$63,073 ▼-15.9%6,4730.1%ManufacturingFDSFactSet Research Systems$332,354$480 ▼-0.1%6920.1%Business ServicesHDHome Depot$318,972$63,016 ▼-16.5%8200.1%Retail/WholesaleXLCCommunication Services Select Sector SPDR Fund$300,4980.0%3,1040.1%ETFPFEPfizer$282,260$98,217 ▼-25.8%10,6390.1%MedicalAMTAmerican Tower$277,737$80,900 ▼-22.6%1,5140.1%FinanceNVSNovartis$275,485$41,746 ▼-13.2%2,8310.1%MedicalGWWW.W. Grainger$271,9450.0%2580.1%Industrial ProductsShowing 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
