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Brady Family Wealth, Llc

Portfolio Manager
Brady Family Wealth, Llc
Performance
-8.22% (2026 Q1)
AUM (13F)
$320.64M
# of Holdings
110
Performance Rank
Allocation (Top 20)
56.22%

Brady Family Wealth, Llc Holdings Map

Top 50 Brady Family Wealth, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
APPLE INC
7.98%100.8K$25.6M
+0.27%(+275)
2025-Q1: 109.9K shares2025-Q2: 108.3K shares2025-Q3: 102.9K shares2025-Q4: 100.5K shares2026-Q1: 100.8K shares
$135.97(+109.01%)
2026-03-31
GOOGL
ALPHABET INC
5.34%59.6K$17.1M
-1.78%(-1.08K)
2025-Q1: 66.1K shares2025-Q2: 65.9K shares2025-Q3: 63.6K shares2025-Q4: 60.6K shares2026-Q1: 59.6K shares
$105.82(+267.06%)
2026-03-31
MSFT
MICROSOFT CORP
4.63%40.1K$14.9M
+2.71%(+1.06K)
2025-Q1: 44.5K shares2025-Q2: 42.8K shares2025-Q3: 39.9K shares2025-Q4: 39.1K shares2026-Q1: 40.1K shares
$246.13(+67.14%)
2026-03-31
AVGO
BROADCOM INC
4%41.4K$12.8M
+2.32%(+940)
2025-Q1: 43.6K shares2025-Q2: 43.5K shares2025-Q3: 42.7K shares2025-Q4: 40.5K shares2026-Q1: 41.4K shares
$94.90(+350.32%)
2026-03-31
LOW
LOWES COS INC
2.89%39.2K$9.3M
+1.15%(+444)
2025-Q1: 41.3K shares2025-Q2: 41.0K shares2025-Q3: 39.1K shares2025-Q4: 38.7K shares2026-Q1: 39.2K shares
$196.04(+14.89%)
2026-03-31
BLK
BLACKROCK INC
2.37%7.9K$7.6M
+2.38%(+183)
2025-Q1: 8.5K shares2025-Q2: 8.4K shares2025-Q3: 7.9K shares2025-Q4: 7.7K shares2026-Q1: 7.9K shares
$640.44(+63.78%)
2026-03-31
SYK
STRYKER CORPORATION
2.31%22.5K$7.4M
+2.57%(+565)
2025-Q1: 22.9K shares2025-Q2: 22.5K shares2025-Q3: 22.1K shares2025-Q4: 21.9K shares2026-Q1: 22.5K shares
$232.27(+27.11%)
2026-03-31
ADI
ANALOG DEVICES INC
2.3%23.2K$7.4M
-0.63%(-148)
2025-Q1: 26.9K shares2025-Q2: 26.6K shares2025-Q3: 23.6K shares2025-Q4: 23.3K shares2026-Q1: 23.2K shares
$182.81(+121.41%)
2026-03-31
CB
CHUBB LTD SWITZ
2.22%21.9K$7.1M
+0.50%(+108)
2025-Q1: 22.2K shares2025-Q2: 21.8K shares2025-Q3: 22.1K shares2025-Q4: 21.7K shares2026-Q1: 21.9K shares
$204.44(+57.78%)
2026-03-31
V
VISA INC
2.21%23.4K$7.1M
+2.92%(+663)
2025-Q1: 24.9K shares2025-Q2: 24.0K shares2025-Q3: 23.4K shares2025-Q4: 22.7K shares2026-Q1: 23.4K shares
$202.72(+58.85%)
2026-03-31

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