Brady Family Wealth, LLC Purchases in Q4 2025

Brady Family Wealth, LLC

  • $324 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
SHY
Ishares Barclays 1 3 Year Trea

ETFs
6.92K
+ 10.65%
$82.69 - $83.12 $572K - $575K
71.9K $5.95B
IEFA
Ishares Tr

ETFs
5.34K
+ 44.44%
$86.09 - $89.88 $459K - $480K
17.3K $1.55B
XLK
Technology Sector Spdr

ETFs
5.62K
+ 199.26%
$278.39 - $304.13 $1.56M - $1.71M
8.44K $1.22B
WFC
Wells Fargo & Company

Financial Services
4K
New
$77.62 - $87.3 $311K - $349K
4K $373M
SPGI
S&P Global Inc.

Financial Services
85
+ 1.19%
$472.05 - $502.96 $40.1K - $42.8K
7.25K $3.79B
INTU
Intuit Inc

Technology
447
New
$641.79 - $683.39 $287K - $305K
447 $296M
RF
Regions Financial Corp

Financial Services
7.95K
New
$23.35 - $26.39 $186K - $210K
7.95K $215M
TMUS
T Mobile Us, Inc.

Communication Services
989
New
$201.01 - $233.26 $199K - $231K
989 $201M
NVDA
Nvidia Corp

Technology
1.06K
+ 4.91%
$179.83 - $207.04 $191K - $219K
22.6K $4.22B
WMT
Walmart Inc.

Consumer Defensive
122
+ 0.63%
$101.18 - $109.03 $12.3K - $13.3K
19.5K $2.18B
IVV
Ishares Core S&P 500 ETF

ETFs
1
+ 0.01%
$656.2 - $690.71 $656 - $691
9.16K $6.27B
IEMG
Ishares Inc

ETFs
1.79K
+ 54.28%
N/A
5.1K $343M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
1.54K
+ 5.77%
$50.57 - $50.77 $77.9K - $78.2K
28.3K $1.43B
ICE
Intercontinental Exchange, Inc.

Financial Services
461
+ 22.47%
$145.59 - $162.64 $67.1K - $75K
2.51K $407M
MCD
Mcdonalds Corp

Consumer Cyclical
111
+ 0.94%
$293.81 - $310.11 $32.6K - $34.4K
12K $3.66B
MA
Mastercard Inc

Financial Services
89
+ 5.06%
$536.85 - $580.45 $47.8K - $51.7K
1.85K $1.06B
DGRO
Ishares Core Dividend Growth E

ETFs
1
+ 0.01%
$66.93 - $69.17 $66.9 - $69.2
7.14K $496M
ABBV
Abb Vie Inc.

Healthcare
129
+ 1.97%
$211.96 - $244.38 $27.3K - $31.5K
6.66K $1.52B
NEAR
Blackrock Short Maturity Bond

ETFs
453
+ 0.54%
$51.08 - $51.37 $23.1K - $23.3K
84.3K $4.31B
LQD
Ishares Iboxx $ Investment Gra

ETFs
228
+ 1.11%
$110.25 - $112.92 $25.1K - $25.7K
20.7K $2.28B
PG
Procter & Gamble CO

Consumer Defensive
278
+ 1.16%
$145.5 - $153.18 $40.4K - $42.6K
24.3K $3.49B
PSX
Phillips 66

Energy
34
+ 0.1%
$126.76 - $142.32 $4.31K - $4.84K
34.8K $4.49B
ADP
Automatic Data Processing Inc

Industrials
787
+ 4.88%
$250.9 - $292.94 $197K - $231K
16.9K $4.35B
META
Meta Platforms, Inc.

Communication Services
141
+ 2.02%
$609.01 - $751.67 $85.9K - $106K
7.13K $4.71B
Activity Summary
Buys All Purchases 25 New Holdings 4 Increased Positions 21 Sells All Sells 59 Reductions 59 Sold out 0 Options Calls 0 Puts 0
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