Brady Family Wealth, LLC Portfolio Holdings by Sector

Brady Family Wealth, LLC

$313 Billion
Q1 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs IVV SHY NEAR LQD IJH IJR JPST IWM 24 stocks	$30.5 Million 10.02% of portfolio	7	9	1	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$24.4 Million 8.03% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology AVGO TXN ADI NVDA 4 stocks	$20.7 Million 6.81% of portfolio	2	2	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare SYK ABT MDT 3 stocks	$19 Million 6.26% of portfolio	-	3	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT FTNT 2 stocks	$16.9 Million 5.57% of portfolio	1	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL META GOOG 3 stocks	$14.9 Million 4.91% of portfolio	2	1	-	-	0 Calls 0 Puts
Information Technology Services \| Technology ACN BR IBM 3 stocks	$14.6 Million 4.79% of portfolio	2	1	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare AMGN JNJ LLY ABBV MRK NVS 6 stocks	$14.5 Million 4.78% of portfolio	3	2	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical LOW HD 2 stocks	$9.94 Million 3.27% of portfolio	-	2	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V MA 2 stocks	$9.52 Million 3.13% of portfolio	-	2	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical SBUX MCD 2 stocks	$8.81 Million 2.9% of portfolio	-	2	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B BRK-A 2 stocks	$8 Million 2.63% of portfolio	-	1	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive PEP KO 2 stocks	$6.88 Million 2.26% of portfolio	1	1	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services CB 1 stocks	$6.7 Million 2.2% of portfolio	1	-	-	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO 1 stocks	$6.42 Million 2.11% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$6.33 Million 2.08% of portfolio	-	1	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST WMT 2 stocks	$6 Million 1.97% of portfolio	-	2	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials GD LHX LMT RTX 4 stocks	$5.77 Million 1.9% of portfolio	2	1	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM BAC RY 3 stocks	$5.76 Million 1.9% of portfolio	-	2	-	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials ADP PAYX 2 stocks	$5.51 Million 1.81% of portfolio	-	2	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials APD ECL 2 stocks	$5.42 Million 1.78% of portfolio	-	2	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ITW EMR 2 stocks	$5.08 Million 1.67% of portfolio	2	-	-	-	0 Calls 0 Puts
Oil & Gas Refining & Marketing \| Energy PSX MPC 2 stocks	$5.07 Million 1.67% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Application \| Technology CRM 1 stocks	$4.62 Million 1.52% of portfolio	-	1	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services SPGI ICE FDS 3 stocks	$4.6 Million 1.51% of portfolio	3	-	-	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical TJX 1 stocks	$4.47 Million 1.47% of portfolio	-	1	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG CL 2 stocks	$4.32 Million 1.42% of portfolio	2	-	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$3.35 Million 1.1% of portfolio	-	1	-	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical NKE 1 stocks	$3.04 Million 1.0% of portfolio	1	-	-	-	0 Calls 0 Puts
Railroads \| Industrials NSC UNP 2 stocks	$2.85 Million 0.94% of portfolio	1	-	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities NEE SO WEC AEE 4 stocks	$2.65 Million 0.87% of portfolio	1	1	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy CVX XOM 2 stocks	$2.48 Million 0.81% of portfolio	-	2	-	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials UPS 1 stocks	$2.36 Million 0.78% of portfolio	-	1	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services USB TFC 2 stocks	$2.31 Million 0.76% of portfolio	1	1	-	-	0 Calls 0 Puts
Insurance—Life \| Financial Services AFL 1 stocks	$2.23 Million 0.73% of portfolio	-	1	-	-	0 Calls 0 Puts
Asset Management \| Financial Services TROW 1 stocks	$1.95 Million 0.64% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare BDX 1 stocks	$988,842 0.33% of portfolio	1	-	-	-	0 Calls 0 Puts
Confectioners \| Consumer Defensive MDLZ 1 stocks	$980,031 0.32% of portfolio	1	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services CMCSA 1 stocks	$942,412 0.31% of portfolio	-	1	-	-	0 Calls 0 Puts
Advertising Agencies \| Communication Services OMC 1 stocks	$641,564 0.21% of portfolio	-	-	-	-	0 Calls 0 Puts
Conglomerates \| Industrials HON 1 stocks	$582,948 0.19% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical TSCO 1 stocks	$379,091 0.12% of portfolio	-	1	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare DHR 1 stocks	$273,560 0.09% of portfolio	-	1	-	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate AMT 1 stocks	$269,579 0.09% of portfolio	-	1	-	-	0 Calls 0 Puts
Industrial Distribution \| Industrials GWW 1 stocks	$254,860 0.08% of portfolio	-	-	-	-	0 Calls 0 Puts
Drug Manufacturers—Specialty & Generic \| Healthcare ZTS 1 stocks	$241,899 0.08% of portfolio	1	-	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CAT 1 stocks	$227,232 0.07% of portfolio	1	-	-	-	0 Calls 0 Puts
Utilities—Regulated Water \| Utilities AWK 1 stocks	$219,510 0.07% of portfolio	1	-	1	-	0 Calls 0 Puts
Other Industrial Metals & Mining \| Basic Materials NAK 1 stocks	$126,500 0.04% of portfolio	-	-	-	-	0 Calls 0 Puts

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Brady Family Wealth, LLC Portfolio Holdings by Sector

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