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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
BLKBlackrock Inc
Recent Activity
Exited
0%
$8.599M
9,056 shares@ $949.53 avg price
INTCIntel Corp
Recent Activity
Exited
0%
$368,650
15,714 shares@ $23.46 avg price
MCHPMicrochip Technology Inc.
Recent Activity
Exited
0%
$256,928
3,200 shares@ $80.29 avg price
ATOAtmos Energy Corp
Recent Activity
Exited
0%
$249,044
1,795 shares@ $138.75 avg price
FTSMFirst Tr Exchange-traded Fd
Recent Activity
Exited
0%
$248,820
4,156 shares@ $59.88 avg price