test

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
ABTAbbott Labs
Recent Activity
Decreased -4.32%
2.07%
$6.724M
59,445 shares@ $113.12 avg price
CSCOCisco Sys Inc
Recent Activity
Decreased -4.73%
1.94%
$6.306M
106,526 shares@ $59.2 avg price
BRBroadridge Finl Solutions In
Recent Activity
Decreased -3.36%
1.92%
$6.243M
27,613 shares@ $226.1 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -3.44%
1.91%
$6.196M
13,669 shares@ $453.28 avg price
CBChubb Limited
Recent Activity
Decreased -2.26%
1.86%
$6.049M
21,894 shares@ $276.31 avg price
TXNTexas Instrs Inc
Recent Activity
Decreased -2.97%
1.84%
$5.969M
31,832 shares@ $187.52 avg price
PEPPepsico Inc
Recent Activity
Decreased -4.04%
1.81%
$5.896M
38,772 shares@ $152.07 avg price
CRMSalesforce Inc
Recent Activity
Decreased -3.84%
1.81%
$5.876M
17,576 shares@ $334.33 avg price
ADIAnalog Devices Inc
Recent Activity
Decreased -3.05%
1.72%
$5.584M
26,284 shares@ $212.47 avg price
IVVIshares Tr
Recent Activity
Decreased -0.43%
1.69%
$5.502M
9,347 shares@ $588.67 avg price