Brady Family Wealth, LLC has filed its 13F form on April 21, 2025 for Q1 2025 where it was disclosed a total value porftolio of $313 Billion distributed in 113 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $24.4B, Microsoft Corp with a value of $16.7B, Alphabet Inc. with a value of $10.2B, Lowes Companies Inc with a value of $9.64B, and Visa Inc. with a value of $8.72B.

Examining the 13F form we can see an decrease of $13.3B in the current position value, from $326B to 313B.

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 $313 Billion
Technology: $87.7 Billion
Financial Services: $41.1 Billion
Healthcare: $38.4 Billion
Consumer Cyclical: $33 Billion
ETFs: $30.5 Billion
Industrials: $22.6 Billion
Consumer Defensive: $18.2 Billion
Communication Services: $16.5 Billion
Other: $16.2 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 113
  • Current Value $313 Billion
  • Prior Value $326 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 21, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 55 stocks
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