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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
SHYIshares Tr
Recent Activity
Increased 8.8%
1.37%
$4.446M
54,227 shares@ $81.99 avg price
NEARIshares U S Etf Tr
Recent Activity
Increased 18.76%
1.28%
$4.17M
82,583 shares@ $50.5 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 3.57%
1.07%
$3.466M
6,852 shares@ $505.9 avg price
NVDANvidia Corporation
Recent Activity
Increased 0.14%
0.87%
$2.832M
21,088 shares@ $134.3 avg price
LQDIshares Tr
Recent Activity
Increased 1.01%
0.69%
$2.218M
20,759 shares@ $106.85 avg price
CVXChevron Corp New
Recent Activity
Increased 1.41%
0.64%
$2.081M
14,369 shares@ $144.84 avg price
METAMeta Platforms Inc
Recent Activity
Increased 14.15%
0.48%
$1.564M
2,671 shares@ $585.51 avg price
NEENextera Energy Inc
Recent Activity
Increased 1.05%
0.47%
$1.509M
21,056 shares@ $71.69 avg price
JPSTJ P Morgan Exchange Traded F
Recent Activity
Increased 67.66%
0.41%
$1.304M
25,891 shares@ $50.38 avg price
IWMIshares Tr
Recent Activity
Increased 3.36%
0.37%
$1.178M
5,330 shares@ $220.98 avg price