Brady Family Wealth, LLC Reduced Holdings in Q4 2024

Brady Family Wealth, LLC

  • $326 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LOW
Lowes Companies Inc

Consumer Cyclical
-1.05K
- 2.46%
$244.52 - $284.07 $256K - $297K
41.5K $10.3B
AMGN
Amgen Inc

Healthcare
-623
- 3.45%
$258.78 - $328.31 $161K - $205K
17.4K $4.55B
PEP
Pepsico Inc

Consumer Defensive
-1.63K
- 4.04%
$151.29 - $176.1 $247K - $288K
38.8K $5.9B
NKE
Nike, Inc.

Consumer Cyclical
-3.5K
- 7.4%
$73.36 - $89.13 $257K - $312K
43.8K $3.31B
JNJ
Johnson & Johnson

Healthcare
-1.68K
- 4.72%
$143.34 - $165.86 $241K - $278K
33.9K $4.9B
TXN
Texas Instruments Inc

Technology
-975
- 2.97%
N/A
31.8K $5.97B
MSFT
Microsoft Corp

Technology
-804
- 1.76%
$406.35 - $454.46 $327K - $365K
44.9K $18.9B
MDT
Medtronic PLC

Healthcare
-4.37K
- 11.45%
$79.61 - $92.24 $348K - $403K
33.8K $2.7B
PSX
Phillips 66

Energy
-419
- 1.13%
$110.35 - $138.93 $46.2K - $58.2K
36.6K $4.17B
UPS
United Parcel Service Inc

Industrials
-3.15K
- 12.04%
$122.65 - $138.35 $386K - $436K
23K $2.9B
GD
General Dynamics Corp

Industrials
-181
- 1.34%
$260.28 - $314.03 $47.1K - $56.8K
13.4K $3.52B
SBUX
Starbucks Corp

Consumer Cyclical
-1.55K
- 3.05%
$87.44 - $102.5 $135K - $158K
49.1K $4.48B
CB
Chubb LTD

Financial Services
-507
- 2.26%
$271.57 - $301.89 $138K - $153K
21.9K $6.05B
CMCSA
Comcast Corp

Communication Services
-1.42K
- 1.77%
$37.39 - $45.14 $53.2K - $64.2K
78.8K $2.96B
ABT
Abbott Laboratories

Healthcare
-2.69K
- 4.32%
$111.93 - $119.39 $301K - $321K
59.4K $6.72B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-488
- 3.45%
$442.29 - $483.08 $216K - $236K
13.7K $6.2B
SPGI
S&P Global Inc.

Financial Services
-359
- 4.74%
$480.36 - $529.17 $172K - $190K
7.21K $3.59B
APD
Air Products & Chemicals, Inc.

Basic Materials
-654
- 4.53%
$285.5 - $335.62 $187K - $219K
13.8K $4B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-2.63K
- 24.79%
$96.64 - $101.23 $254K - $266K
7.97K $772M
MCD
Mcdonalds Corp

Consumer Cyclical
-217
- 1.63%
$288.47 - $316.54 $62.6K - $68.7K
13.1K $3.8B
SYK
Stryker Corp

Healthcare
-571
- 2.39%
$345.14 - $392.15 $197K - $224K
23.3K $8.38B
LMT
Lockheed Martin Corp

Industrials
-164
- 10.71%
$479.66 - $614.62 $78.7K - $101K
1.37K $664M
PG
Procter & Gamble CO

Consumer Defensive
-562
- 2.33%
$161.05 - $179.7 $90.5K - $101K
23.6K $3.95B
KO
Coca Cola CO

Consumer Defensive
-508
- 2.6%
$61.74 - $71.71 $31.4K - $36.4K
19.1K $1.19B
ITW
Illinois Tool Works Inc

Industrials
-258
- 1.46%
$253.56 - $278.5 $65.4K - $71.9K
17.5K $4.43B
IEFA
Ishares Tr

ETFs
-979
- 5.25%
$70.06 - $77.43 $68.6K - $75.8K
17.7K $1.24B
UNP
Union Pacific Corp

Industrials
-431
- 7.04%
$223.15 - $249.32 $96.2K - $107K
5.69K $1.3B
ACN
Accenture PLC

Technology
-469
- 1.91%
$343.9 - $376.86 $161K - $177K
24.1K $8.49B
AFL
Aflac Inc

Financial Services
-224
- 1.04%
$100.37 - $115.27 $22.5K - $25.8K
21.3K $2.2B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.35K
- 6.57%
$113.92 - $127.38 $154K - $172K
19.2K $2.21B
AMT
American Tower Corp

Real Estate
-441
- 22.56%
$179.4 - $232.01 $79.1K - $102K
1.51K $278M
PFE
Pfizer Inc

Healthcare
-3.7K
- 25.81%
$24.8 - $30.19 $91.8K - $112K
10.6K $282M
ABBV
Abb Vie Inc.

Healthcare
-57
- 0.95%
$164.99 - $203.87 $9.4K - $11.6K
5.95K $1.06B
NVS
Novartis Ag

Healthcare
-429
- 13.16%
$96.78 - $117.18 $41.5K - $50.3K
2.83K $275M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.38K
- 3.26%
$61.68 - $67.87 $84.8K - $93.3K
40.8K $2.54B
HD
Home Depot, Inc.

Consumer Cyclical
-162
- 16.5%
$385.02 - $431.37 $62.4K - $69.9K
820 $319M
IEMG
Ishares Inc

ETFs
-931
- 16.77%
N/A
4.62K $241M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-1.22K
- 15.86%
$51.54 - $52.55 $62.9K - $64.1K
6.47K $335M
RTX
Raytheon Technologies Corp

Industrials
-302
- 6.31%
$114.45 - $127.21 $34.6K - $38.4K
4.48K $519M
TROW
Price T Rowe Group Inc

Financial Services
-1.2K
- 5.44%
$106.48 - $124.69 $127K - $149K
20.8K $2.35B
RWK
Invesco Exchange Traded Fd Tr

ETFs
-217
- 10.12%
$114.67 - $126.49 $24.9K - $27.4K
1.93K $224M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-80
- 6.86%
$481.22 - $538.17 $38.5K - $43.1K
1.09K $556M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-50
- 1.03%
$51.33 - $53.74 $2.57K - $2.69K
4.82K $248M
TJX
Tjx Companies Inc

Consumer Cyclical
-1.05K
- 2.69%
$112.15 - $127.2 $117K - $133K
37.8K $4.57B
PAYX
Paychex Inc

Industrials
-8
- 0.43%
$135.86 - $148.73 $1.09K - $1.19K
1.87K $263M
FDS
Factset Research Systems Inc

Financial Services
-1
- 0.14%
$449.69 - $495.72 $450 - $496
692 $332M
USB
Us Bancorp \De\

Financial Services
-1.12K
- 2.9%
$43.98 - $53.66 $49.2K - $60K
37.4K $1.79B
EMR
Emerson Electric CO

Industrials
-246
- 3.66%
$108.13 - $134.33 $26.6K - $33K
6.47K $802M
COST
Costco Wholesale Corp

Consumer Defensive
-62
- 1.32%
$873.59 - $994.69 $54.2K - $61.7K
4.63K $4.24B
Activity Summary
Buys All Purchases 23 New Holdings 2 Increased Positions 21 Sells All Sells 62 Reductions 62 Sold out 0 Options Calls 0 Puts 0
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