Brady Family Wealth, LLC Portfolio Holdings

Brady Family Wealth, LLC

  • $326 Billion
  • Q4 2024

Brady Family Wealth, LLC has filed its 13F form on January 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $326 Billion distributed in 115 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $27.8B, Microsoft Corp with a value of $18.9B, Alphabet Inc. with a value of $12.6B, Broadcom Inc. with a value of $10.4B, and Lowes Companies Inc with a value of $10.3B.

Examining the 13F form we can see an decrease of $7.19B in the current position value, from $333B to 326B.

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 $326 Billion
Technology: $99 Billion
Financial Services: $39.4 Billion
Healthcare: $36 Billion
Consumer Cyclical: $34.5 Billion
ETFs: $32 Billion
Industrials: $23 Billion
Communication Services: $19.4 Billion
Consumer Defensive: $18.3 Billion
Other: $15.1 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.43T
$27.8 Billion 8.54% of portfolio
111,124
Q4 2024 Reduced 1.77%
$2.9T
$18.9 Billion 5.81% of portfolio
44,924
Q4 2024 Reduced 1.76%
$988B
$12.6 Billion 3.86% of portfolio
66,481
Q4 2024 Reduced 3.08%
$79.2B
$10.4 Billion 3.18% of portfolio
44,646
Q4 2024 Reduced 1.64%
$139B
$10.3 Billion 3.15% of portfolio
41,537
Q4 2024 Reduced 2.46%
Blackrock Inc
-
$8.91 Billion 2.73% of portfolio
-
Q4 2024 New
$201B
$8.49 Billion 2.6% of portfolio
24,123
Q4 2024 Reduced 1.91%
$140B
$8.38 Billion 2.57% of portfolio
23,271
Q4 2024 Reduced 2.39%
$542B
$7.99 Billion 2.45% of portfolio
25,277
Q4 2024 Reduced 2.78%
$2.02T
$7.41 Billion 2.27% of portfolio
33,797
Q4 2024 Reduced 0.57%
$222B
$6.72 Billion 2.06% of portfolio
59,445
Q4 2024 Reduced 4.32%
$248B
$6.31 Billion 1.93% of portfolio
106,526
Q4 2024 Reduced 4.74%
$35.2B
$6.24 Billion 1.92% of portfolio
27,613
Q4 2024 Reduced 3.36%
$670B
$6.2 Billion 1.9% of portfolio
13,669
Q4 2024 Reduced 3.45%
$122B
$6.05 Billion 1.86% of portfolio
21,894
Q4 2024 Reduced 2.26%
$177B
$5.97 Billion 1.83% of portfolio
31,832
Q4 2024 Reduced 2.97%
$279B
$5.88 Billion 1.8% of portfolio
17,576
Q4 2024 Reduced 3.85%
$107B
$5.58 Billion 1.71% of portfolio
26,284
Q4 2024 Reduced 3.05%
$0
$5.5 Billion 1.69% of portfolio
9,347
Q4 2024 Reduced 0.44%
$121B
$5.23 Billion 1.61% of portfolio
17,878
Q4 2024 Reduced 3.74%
$426B
$4.9 Billion 1.5% of portfolio
33,913
Q4 2024 Reduced 4.72%
$132B
$4.57 Billion 1.4% of portfolio
37,843
Q4 2024 Reduced 2.69%
$168B
$4.55 Billion 1.39% of portfolio
17,445
Q4 2024 Reduced 3.45%
$113B
$4.48 Billion 1.37% of portfolio
49,108
Q4 2024 Reduced 3.05%
$78.2B
$4.43 Billion 1.36% of portfolio
17,468
Q4 2024 Reduced 1.46%
$0
$4.45 Billion 1.36% of portfolio
54,227
Q4 2024 Added 8.8%
$400B
$4.24 Billion 1.3% of portfolio
4,628
Q4 2024 Reduced 1.32%
$0
$4.17 Billion 1.28% of portfolio
82,583
Q4 2024 Added 18.76%
$61B
$4.17 Billion 1.28% of portfolio
36,628
Q4 2024 Reduced 1.13%
$64.7B
$4 Billion 1.23% of portfolio
13,776
Q4 2024 Reduced 4.53%
$398B
$3.95 Billion 1.21% of portfolio
23,555
Q4 2024 Reduced 2.33%
$221B
$3.8 Billion 1.16% of portfolio
13,094
Q4 2024 Reduced 1.63%
$158B
$3.59 Billion 1.1% of portfolio
7,213
Q4 2024 Reduced 4.74%
$71.9B
$3.52 Billion 1.08% of portfolio
13,353
Q4 2024 Reduced 1.34%
$457B
$3.47 Billion 1.06% of portfolio
6,852
Q4 2024 Added 3.57%
$682B
$3.4 Billion 1.04% of portfolio
14,165
Q4 2024 Reduced 0.43%
$90.3B
$3.31 Billion 1.02% of portfolio
43,778
Q4 2024 Reduced 7.4%
$156B
$2.96 Billion 0.91% of portfolio
78,801
Q4 2024 Reduced 1.77%
$85.2B
$2.9 Billion 0.89% of portfolio
23,005
Q4 2024 Reduced 12.04%
$303B
$2.83 Billion 0.87% of portfolio
21,088
Q4 2024 Added 0.14%
$124B
$2.7 Billion 0.83% of portfolio
33,833
Q4 2024 Reduced 11.45%
$0
$2.54 Billion 0.78% of portfolio
40,756
Q4 2024 Reduced 3.26%
$21B
$2.35 Billion 0.72% of portfolio
20,812
Q4 2024 Reduced 5.44%
$67.8B
$2.2 Billion 0.68% of portfolio
21,301
Q4 2024 Reduced 1.04%
$0
$2.22 Billion 0.68% of portfolio
20,759
Q4 2024 Added 1.01%
$0
$2.21 Billion 0.68% of portfolio
19,211
Q4 2024 Reduced 6.57%
$307B
$2.08 Billion 0.64% of portfolio
14,369
Q4 2024 Added 1.4%
$328B
$1.93 Billion 0.59% of portfolio
43,857
Q3 2024 Added 0.0%
$232B
$1.8 Billion 0.55% of portfolio
19,944
Q4 2024 Reduced 2.36%

Summary

  • Portfolio
  • No. of Stocks 115
  • Current Value $326 Billion
  • Prior Value $333 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 2 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 62 stocks
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