Brady Family Wealth, LLC Portfolio Holdings

Brady Family Wealth, LLC

  • $333 Billion
  • Q3 2024

Brady Family Wealth, LLC has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $333 Billion distributed in 118 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $26.4B, Microsoft Corp with a value of $19.7B, Lowes Companies Inc with a value of $11.5B, Alphabet Inc. with a value of $11.4B, and Accenture PLC with a value of $8.69B.

Examining the 13F form we can see an increase of $23.2B in the current position value, from $310B to 333B.

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 $333 Billion
Technology: $96.2 Billion
Financial Services: $47.8 Billion
Healthcare: $40.7 Billion
Consumer Cyclical: $36.4 Billion
ETFs: $31.8 Billion
Industrials: $24.8 Billion
Consumer Defensive: $19.8 Billion
Communication Services: $18.3 Billion
Other: $17 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$356B
$1.74 Billion 0.52% of portfolio
43,857
Q3 2024 Added 0.0%
$249B
$1.65 Billion 0.5% of portfolio
20,426
Q3 2024 Reduced 3.71%
$54.5B
$1.58 Billion 0.47% of portfolio
6,350
Q3 2024 Reduced 0.02%
$141B
$1.51 Billion 0.45% of portfolio
6,121
Q3 2024 Added 0.02%
$0
$1.46 Billion 0.44% of portfolio
18,660
Q3 2024 Added 1.07%
$67.8B
$1.43 Billion 0.43% of portfolio
5,610
Q3 2024 Reduced 0.6%
$1.18T
$1.41 Billion 0.42% of portfolio
8,405
Q2 2024 Added 0.06%
$270B
$1.41 Billion 0.42% of portfolio
19,564
Q3 2024 Added 0.18%
$744B
$1.37 Billion 0.41% of portfolio
1,547
Q2 2024 Reduced 1.9%
$1.36T
$1.34 Billion 0.4% of portfolio
2,340
Q3 2024 Added 16.65%
$315B
$1.19 Billion 0.36% of portfolio
6,011
Q3 2024 Reduced 0.13%
$0
$1.14 Billion 0.34% of portfolio
5,157
Q3 2024 Added 0.02%
$0
$1.07 Billion 0.32% of portfolio
10,598
Q1 2024 Added 1.46%
$65.2B
$1.02 Billion 0.31% of portfolio
4,248
Q3 2024 Reduced 0.16%
$253B
$1.02 Billion 0.31% of portfolio
8,992
Q3 2024 Added 0.42%
$82.5B
$997 Million 0.3% of portfolio
13,528
Q3 2024 Reduced 0.1%
$0
$820 Million 0.25% of portfolio
16,034
Q3 2024 Reduced 2.4%
$168B
$829 Million 0.25% of portfolio
6,647
Q3 2024 Reduced 8.81%
$508B
$793 Million 0.24% of portfolio
1,605
Q3 2024 Added 3.22%
$0
$784 Million 0.24% of portfolio
15,443
Q3 2024 Added 7.26%
$17.6B
$800 Million 0.24% of portfolio
7,738
Q2 2024 Added 0.38%
$57.9B
$755 Million 0.23% of portfolio
17,657
Q2 2024 Added 22.97%
$40.6B
$772 Million 0.23% of portfolio
3,244
Q3 2024 Added 11.71%
$74.3B
$735 Million 0.22% of portfolio
6,716
Q3 2024 Reduced 2.71%
$411B
$691 Million 0.21% of portfolio
1
Q4 2022 New
$0
$677 Million 0.2% of portfolio
7,683
Q2 2024 Added 0.2%
$0
$630 Million 0.19% of portfolio
2,792
Q2 2024 Reduced 0.14%
$90.5B
$593 Million 0.18% of portfolio
6,580
Q3 2023 Reduced 4.43%
$0
$598 Million 0.18% of portfolio
3,882
Q2 2024 Reduced 0.44%
$0
$598 Million 0.18% of portfolio
5,597
Q3 2024 Added 0.58%
$172B
$579 Million 0.17% of portfolio
4,783
Q3 2024 Reduced 18.97%
$0
$570 Million 0.17% of portfolio
1,167
Q3 2024 Added 20.68%
$83.9B
$490 Million 0.15% of portfolio
3,050
Q2 2024 Added 0.13%
$154B
$469 Million 0.14% of portfolio
2,270
Q3 2024 Added 19.79%
$84.7B
$455 Million 0.14% of portfolio
1,955
Q2 2024 Reduced 39.12%
$0
$447 Million 0.13% of portfolio
7,134
Q3 2024 Added 0.01%
$444B
$420 Million 0.13% of portfolio
3,581
Q2 2024 Added 0.22%
$168B
$435 Million 0.13% of portfolio
1,563
Q2 2024 Added 0.06%
Linde PLC
-
$431 Million 0.13% of portfolio
-
Q3 2024 Reduced 0.11%
$6.06B
$404 Million 0.12% of portfolio
1,388
Q3 2024 Reduced 1.63%
$149B
$415 Million 0.12% of portfolio
14,341
Q3 2024 Reduced 6.51%
$0
$405 Million 0.12% of portfolio
7,693
Q3 2024 Reduced 8.36%
$402B
$398 Million 0.12% of portfolio
982
Q3 2024 Added 54.4%
$83.4B
$369 Million 0.11% of portfolio
15,714
Q2 2024 Added 0.21%
$200B
$350 Million 0.11% of portfolio
1,585
Q3 2024 New
$0
$351 Million 0.11% of portfolio
10,174
Q2 2024 Added 0.6%
$212B
$375 Million 0.11% of portfolio
3,260
Q4 2023 Reduced 3.26%
$0
$319 Million 0.1% of portfolio
5,553
Q3 2024 Reduced 11.7%
$18.5B
$319 Million 0.1% of portfolio
693
Q3 2024 Reduced 4.15%

Summary

  • Portfolio
  • No. of Stocks 118
  • Current Value $333 Billion
  • Prior Value $310 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 15, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 3 stocks
  • Additional Purchases 38 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 49 stocks
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