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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
BDXBecton Dickinson & Co
Recent Activity
Increased 0.38%
0.3%
$967,364
4,264 shares@ $226.87 avg price
MDLZMondelez Intl Inc
Recent Activity
Increased 0.57%
0.25%
$812,562
13,604 shares@ $59.73 avg price
LHXL3harris Technologies Inc
Recent Activity
Increased 0.81%
0.22%
$687,610
3,270 shares@ $210.28 avg price
HONHoneywell Intl Inc
Recent Activity
Increased 27.01%
0.2%
$651,241
2,883 shares@ $225.9 avg price
ICEIntercontinental Exchange In
Recent Activity
Increased 11.58%
0.16%
$507,124
3,403 shares@ $149.03 avg price
DGROIshares Tr
Recent Activity
Increased 0.02%
0.14%
$437,657
7,135 shares@ $61.34 avg price
LINLinde Plc
Recent Activity
Increased 1%
0.12%
$382,246
913 shares@ $418.68 avg price
TSCOTractor Supply Co
Recent Activity
Increased 398.49%
0.12%
$367,118
6,919 shares@ $53.06 avg price
WECWec Energy Group Inc
Recent Activity
Increased 0.22%
0.09%
$265,287
2,821 shares@ $94.05 avg price
ZTSZoetis Inc
Recent Activity
Increased 18.6%
0.08%
$230,731
1,416 shares@ $162.95 avg price