Brady Family Wealth, LLC Reduced Holdings in Q1 2025

Brady Family Wealth, LLC

  • $313 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-1.18K
- 1.06%
$209.68 - $247.1 $247K - $291K
110K $24.4B
AVGO
Broadcom Inc.

Technology
-1.03K
- 2.3%
$167.43 - $244.7 $172K - $252K
43.6K $7.3B
GOOGL
Alphabet Inc.

Communication Services
-396
- 0.6%
$154.33 - $206.19 $61.1K - $81.7K
66.1K $10.2B
MSFT
Microsoft Corp

Technology
-463
- 1.03%
$375.39 - $447.2 $174K - $207K
44.5K $16.7B
CMCSA
Comcast Corp

Communication Services
-53.3K
- 67.59%
$33.19 - $38.23 $1.77M - $2.04M
25.5K $942M
CRM
Salesforce, Inc.

Technology
-359
- 2.04%
$268.36 - $359.95 $96.3K - $129K
17.2K $4.62B
AMZN
Amazon Com Inc

Consumer Cyclical
-515
- 1.52%
$190.26 - $242.06 $98K - $125K
33.3K $6.33B
ACN
Accenture PLC

Technology
-252
- 1.04%
$300.91 - $398.25 $75.8K - $100K
23.9K $7.45B
Blackrock Inc
-145
- 1.67%
N/A
8.55K $8.09B
LOW
Lowes Companies Inc

Consumer Cyclical
-190
- 0.46%
$222.66 - $268.42 $42.3K - $51K
41.3K $9.64B
UPS
United Parcel Service Inc

Industrials
-1.54K
- 6.71%
$109.66 - $136.26 $169K - $210K
21.5K $2.36B
IVV
Ishares Core S&P 500 ETF

ETFs
-297
- 3.18%
$554.06 - $615.85 $165K - $183K
9.05K $5.09B
IEFA
Ishares Tr

ETFs
-6.3K
- 35.65%
$69.57 - $78.65 $439K - $496K
11.4K $861M
PEP
Pepsico Inc

Consumer Defensive
-1.97K
- 5.09%
$142.64 - $156.42 $282K - $309K
36.8K $5.52B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-2.5K
- 6.14%
$57.21 - $65.8 $143K - $165K
38.3K $2.23B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-923
- 4.8%
$102.49 - $119.96 $94.6K - $111K
18.3K $1.91B
IWM
Ishares Russell 2000 ETF

ETFs
-512
- 9.61%
$198.1 - $229.79 $101K - $118K
4.82K $961M
USB
Us Bancorp \De\

Financial Services
-2
- 0.01%
$40.92 - $50.9 $81.8 - $102
37.4K $1.58B
BAC
Bank Of America Corp

Financial Services
-1.51K
- 3.44%
$39.61 - $47.74 $59.8K - $72K
42.3K $1.77B
JPM
Jpmorgan Chase & CO

Financial Services
-922
- 6.51%
$225.19 - $279.95 $208K - $258K
13.2K $3.25B
MRK
Merck & Co., Inc.

Healthcare
-451
- 5.02%
$83.01 - $101.02 $37.4K - $45.6K
8.54K $767M
UNH
Unitedhealth Group Inc

Healthcare
-449
- 6.55%
$461.52 - $548.18 $207K - $246K
6.4K $3.35B
WMT
Walmart Inc.

Consumer Defensive
-650
- 3.26%
$84.5 - $105.05 $54.9K - $68.3K
19.3K $1.69B
TJX
Tjx Companies Inc

Consumer Cyclical
-1.17K
- 3.09%
$112.81 - $126.16 $132K - $148K
36.7K $4.47B
DHR
Danaher Corp

Healthcare
-229
- 14.65%
$201.62 - $250.59 $46.2K - $57.4K
1.33K $274M
HON
Honeywell International Inc

Industrials
-130
- 4.51%
$202.75 - $226.52 $26.4K - $29.4K
2.75K $583M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-19
- 1.75%
$468.34 - $539.52 $8.9K - $10.3K
1.07K $501M
PAYX
Paychex Inc

Industrials
-514
- 27.43%
$136.06 - $154.52 $69.9K - $79.4K
1.36K $210M
IWR
Ishares Russell Mid Cap ETF

ETFs
-280
- 3.64%
$82.81 - $92.93 $23.2K - $26K
7.4K $630M
XOM
Exxon Mobil Corp

Energy
-731
- 20.41%
$105.44 - $118.93 $77.1K - $86.9K
2.85K $339M
MA
Mastercard Inc

Financial Services
-142
- 8.85%
$504.67 - $576.31 $71.7K - $81.8K
1.46K $802M
HD
Home Depot, Inc.

Consumer Cyclical
-10
- 1.22%
$347.25 - $424.87 $3.47K - $4.25K
810 $297M
NEE
Nextera Energy Inc

Utilities
-63
- 0.3%
$66.96 - $76.16 $4.22K - $4.8K
21K $1.49B
AMT
American Tower Corp

Real Estate
-275
- 18.16%
$173.46 - $217.6 $47.7K - $59.8K
1.24K $270M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-38
- 1.43%
$76.77 - $82.22 $2.92K - $3.12K
2.62K $208M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-51
- 1.06%
$50.82 - $52.7 $2.59K - $2.69K
4.77K $250M
APD
Air Products & Chemicals, Inc.

Basic Materials
-221
- 1.6%
$283.24 - $338.07 $62.6K - $74.7K
13.6K $4B
TSCO
Tractor Supply CO

Consumer Cyclical
-39
- 0.56%
$51.66 - $57.94 $2.01K - $2.26K
6.88K $379M
AFL
Aflac Inc

Financial Services
-1.26K
- 5.93%
$100.99 - $111.19 $128K - $140K
20K $2.23B
Linde PLC
-19
- 2.08%
N/A
894 $416M
CVX
Chevron Corp

Energy
-1.6K
- 11.13%
$146.71 - $167.97 $235K - $269K
12.8K $2.14B
RTX
Raytheon Technologies Corp

Industrials
-126
- 2.81%
$114.1 - $135.66 $14.4K - $17.1K
4.36K $577M
COST
Costco Wholesale Corp

Consumer Defensive
-76
- 1.64%
$890.62 - $1076.86 $67.7K - $81.8K
4.55K $4.31B
ADP
Automatic Data Processing Inc

Industrials
-520
- 2.91%
$286.85 - $318.64 $149K - $166K
17.4K $5.3B
ECL
Ecolab Inc.

Basic Materials
-15
- 0.27%
$229.72 - $269.82 $3.45K - $4.05K
5.6K $1.42B
CSCO
Cisco Systems, Inc.

Technology
-2.43K
- 2.28%
$58.74 - $64.87 $143K - $158K
104K $6.42B
SYK
Stryker Corp

Healthcare
-373
- 1.6%
$355.18 - $399.9 $132K - $149K
22.9K $8.52B
MDT
Medtronic PLC

Healthcare
-1.44K
- 4.24%
$79.84 - $94.5 $115K - $136K
32.4K $2.91B
SBUX
Starbucks Corp

Consumer Cyclical
-752
- 1.53%
$91.75 - $115.81 $69K - $87.1K
48.4K $4.74B
Activity Summary
Buys All Purchases 39 New Holdings 2 Increased Positions 37 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 0 Puts 0
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