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Andrew Brady

@Brady Family Wealth, Llc

Latest period2024 - Q4ReportedManaged Assets$325.936MTotal holdings115
Assets growth rate-2.15%Assets growth rate (2-Q avg)2.67%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Brady Family Wealth, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 115 positions.

Assets under management

The assets under management (AUM) of Brady Family Wealth, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 325.936M in assets, with a quarterly growth rate of -2.15% and a 2-quarter average growth rate of 2.67%. The portfolio is managed by Andrew Brady, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AAPLApple Inc
Recent Activity
Decreased -1.76%
8.54%
$27.828M
111,124 shares@ $250.42 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -1.75%
5.81%
$18.935M
44,924 shares@ $421.5 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -3.08%
3.87%
$12.585M
66,481 shares@ $189.3 avg price
AVGOBroadcom Inc
Recent Activity
Decreased -1.64%
3.18%
$10.351M
44,646 shares@ $231.85 avg price
LOWLowes Cos Inc
Recent Activity
Decreased -2.45%
3.15%
$10.251M
41,537 shares@ $246.8 avg price
ACNAccenture Plc Ireland
Recent Activity
Decreased -1.9%
2.61%
$8.486M
24,123 shares@ $351.79 avg price
SYKStryker Corporation
Recent Activity
Decreased -2.39%
2.58%
$8.379M
23,271 shares@ $360.05 avg price
VVisa Inc
Recent Activity
Decreased -2.77%
2.46%
$7.988M
25,277 shares@ $316.04 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -0.57%
2.28%
$7.415M
33,797 shares@ $219.4 avg price
ABTAbbott Labs
Recent Activity
Decreased -4.32%
2.07%
$6.724M
59,445 shares@ $113.12 avg price