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The Analysis of BRADY FAMILY WEALTH, LLC's Holdings & P&L

Currently, BRADY FAMILY WEALTH, LLC holds 110 types of securities in its portfolio with a total value $320.6M. In the most recent quarter, they have increased their positions in APH (+19.0K shares, valued at $2.4M), N/A (+5.8K shares, valued at $2.1M), SHY (+13.1K shares, valued at $1.1M); decreased their positions in CRM (-11.9K shares, valued at $2.2M), SBUX (-6.3K shares, valued at $565.0K), N/A (-1.1K shares, valued at $310.9K); initiated new positions in APH (+19.0K shares, valued at $2.4M), N/A (+5.8K shares, valued at $2.1M), GLD (+926 shares, valued at $398.4K).

1M P&L

+6.5M+2.37%

3M P&L

+7.5M+2.73%

HY P&L

+20.0M+7.61%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A36.3M

13.9%

2Consumer Electronics25.6M

9.8%

3Semiconductors17.5M

6.7%

Top Industries by Stock Count

1N/A24 stocks

24.7%

2Drug Manufacturers - General4 stocks

4.1%

3Semiconductors4 stocks

4.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC100.8K shares0.27%2026-03-312026-04-08

ALPHABET INC ALPHABET INC59.6K shares-1.78%2026-03-312026-04-08

MSFT MICROSOFT CORP40.1K shares2.71%2026-03-312026-04-08

BROADCOM INC BROADCOM INC41.4K shares2.32%2026-03-312026-04-08

LOW LOWES COS INC39.2K shares1.15%2026-03-312026-04-08

BLACKROCK INC BLACKROCK INC7.9K shares2.38%2026-03-312026-04-08

SYK STRYKER CORPORATION22.5K shares2.57%2026-03-312026-04-08

ADI ANALOG DEVICES INC23.2K shares-0.63%2026-03-312026-04-08

Sponsored

CB CHUBB LTD SWITZ21.9K shares0.50%2026-03-312026-04-08

V VISA INC23.4K shares2.92%2026-03-312026-04-08

SHY ISHARES TR85.0K shares18.22%2026-03-312026-04-08

JNJ JOHNSON & JOHNSON28.3K shares-0.62%2026-03-312026-04-08

CSCO CISCO SYS INC88.6K shares1.82%2026-03-312026-04-08

PSX PHILLIPS 6636.2K shares4.11%2026-03-312026-04-08

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL13.3K shares4.75%2026-03-312026-04-08

IVV ISHARES TR9.6K shares5.04%2026-03-312026-04-08

Sponsored

AMZN AMAZON COM INC29.6K shares3.13%2026-03-312026-04-08

JPM JPMORGAN CHASE & CO20.4K shares7.08%2026-03-312026-04-08

TJX TJX COS INC NEW37.0K shares7.21%2026-03-312026-04-08

AMGN AMGEN INC16.8K shares2.39%2026-03-312026-04-08

ABT ABBOTT LABORATORIES56.7K shares4.73%2026-03-312026-04-08

TXN TEXAS INSTRS INC28.5K shares1.90%2026-03-312026-04-08

PEP PEPSICO INC32.0K shares-0.98%2026-03-312026-04-08

COST COSTCO WHOLESALE CORPORATION4.9K shares10.28%2026-03-312026-04-08

Sponsored

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP13.4K shares9.21%2026-03-312026-04-08

BR BROADRIDGE FINL SOLUTIONS IN27.8K shares8.52%2026-03-312026-04-08

META META PLATFORMS INC7.8K shares8.93%2026-03-312026-04-08

NVDA NVIDIA CORPORATION25.4K shares12.28%2026-03-312026-04-08

ITW ILLINOIS TOOL WKS INC16.9K shares2.06%2026-03-312026-04-08

CAT CATERPILLAR INC6.1K shares4.40%2026-03-312026-04-08

NEAR ISHARES U S ETF TR83.5K shares-0.94%2026-03-312026-04-08

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND20.2K shares-4.30%2026-03-312026-04-08

Sponsored

APD AIR PRODUCTS AND CHEMICALS I12.9K shares0.14%2026-03-312026-04-08

MCD MCDONALDS CORP11.9K shares-0.61%2026-03-312026-04-08

ADP AUTOMATIC DATA PROCESSING IN18.0K shares6.52%2026-03-312026-04-08

PG PROCTER & GAMBLE CO25.2K shares3.61%2026-03-312026-04-08

SPGI S&P GLOBAL INC7.7K shares5.65%2026-03-312026-04-08

SBUX STARBUCKS CORP33.6K shares-15.80%2026-03-312026-04-08

WMT WALMART INC19.5K shares0.07%2026-03-312026-04-08

APH AMPHENOL CORP19.0K sharesnew addition2026-03-312026-04-08

Sponsored

IJH ISHARES TR34.1K shares5.51%2026-03-312026-04-08

IEFA ISHARES TR25.0K shares43.96%2026-03-312026-04-08

MEDTRONIC PLC MEDTRONIC PLC25.9K shares0.40%2026-03-312026-04-08

CVX CHEVRON CORPORATION10.7K shares1.16%2026-03-312026-04-08

LQD ISHARES TR19.8K shares-4.28%2026-03-312026-04-08

EATON CORP PLC EATON CORP PLC5.8K sharesnew addition2026-03-312026-04-08

BAC BANK AMERICA CORP42.1K shares-0.05%2026-03-312026-04-08

AFL AFLAC INC17.3K shares-2.31%2026-03-312026-04-08

Sponsored

NEE NEXTERA ENERGY INC20.0K shares0.45%2026-03-312026-04-08

NSC NORFOLK SOUTHN CORP6.2K shares0.00%2026-03-312026-04-08

IJR ISHARES TR14.0K shares4.13%2026-03-312026-04-08

LLY ELI LILLY & CO1.7K shares9.54%2026-03-312026-04-08

USB US BANCORP29.6K shares0.04%2026-03-312026-04-08

ABBV ABBVIE INC6.7K shares0.92%2026-03-312026-04-08

JPST J P MORGAN EXCHANGE TRADED F28.9K shares2.09%2026-03-312026-04-08

KO COCA COLA CO18.3K shares-0.05%2026-03-312026-04-08

Sponsored

SO SOUTHERN CO14.2K shares115.59%2026-03-312026-04-08

ALPHABET INC ALPHABET INC4.7K shares0.00%2026-03-312026-04-08

UNP UNION PAC CORP5.5K shares0.00%2026-03-312026-04-08

LHX L3HARRIS TECHNOLOGIES INC3.6K shares-0.25%2026-03-312026-04-08

XLK SELECT SECTOR SPDR TR8.4K shares0.00%2026-03-312026-04-08

IWM ISHARES TR4.4K shares0.00%2026-03-312026-04-08

WM WASTE MGMT INC DEL4.8K shares75.49%2026-03-312026-04-08

ECL ECOLAB INC3.6K shares-0.58%2026-03-312026-04-08

Sponsored

MA MASTERCARD INCORPORATED1.8K shares0.00%2026-03-312026-04-08

EMR EMERSON ELEC CO6.5K shares-0.12%2026-03-312026-04-08

DON WISDOMTREE TR16.0K shares0.00%2026-03-312026-04-08

AGG ISHARES TR8.0K shares0.00%2026-03-312026-04-08

MERCK & CO INC MERCK & CO INC6.1K shares0.00%2026-03-312026-04-08

IWR ISHARES TR7.4K shares-0.09%2026-03-312026-04-08

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-03-312026-04-08

LMT LOCKHEED MARTIN CORP1.1K shares0.00%2026-03-312026-04-08

Sponsored

NOBL PROSHARES TR5.6K shares0.00%2026-03-312026-04-08

INVESCO QQQ TR INVESCO QQQ TR1.0K shares2.72%2026-03-312026-04-08

UNH UNITEDHEALTH GROUP INC1.9K shares-34.57%2026-03-312026-04-08

DGRO ISHARES TR7.1K shares0.06%2026-03-312026-04-08

XOM EXXON MOBIL CORP2.8K shares2.08%2026-03-312026-04-08

CRM SALESFORCE INC2.4K shares-83.39%2026-03-312026-04-08

TFC TRUIST FINL CORP9.6K shares0.00%2026-03-312026-04-08

MDLZ MONDELEZ INTL INC7.5K shares1.10%2026-03-312026-04-08

Sponsored

GWW WW GRAINGER INC389 shares50.78%2026-03-312026-04-08

MPC MARATHON PETE CORP1.7K shares0.00%2026-03-312026-04-08

GLD SPDR GOLD TR926 sharesnew addition2026-03-312026-04-08

ICE INTERCONTINENTAL EXCHANGE IN2.5K shares0.00%2026-03-312026-04-08

IBM INTERNATIONAL BUSINESS MACHS1.6K shares0.00%2026-03-312026-04-08

RTX RTX CORPORATION1.9K shares-0.15%2026-03-312026-04-08

DES WISDOMTREE TR10.2K shares0.00%2026-03-312026-04-08

IEMG ISHARES INC5.0K shares-1.45%2026-03-312026-04-08

Sponsored

WFC WELLS FARGO & CO4.2K shares3.72%2026-03-312026-04-08

CMI CUMMINS INC573 shares0.00%2026-03-312026-04-08

XLC SELECT SECTOR SPDR TR2.7K shares0.00%2026-03-312026-04-08

FTSM FIRST TR EXCHANGE-TRADED FD5.0K shares-1.33%2026-03-312026-04-08

OMC OMNICOM GROUP INC3.8K shares0.00%2026-03-312026-04-08

XLV SELECT SECTOR SPDR TR1.9K shares-0.37%2026-03-312026-04-08

TSCO TRACTOR SUPPLY CO6.1K shares0.00%2026-03-312026-04-08

IWP ISHARES TR2.1K shares0.00%2026-03-312026-04-08

Sponsored

AEE AMEREN CORP2.5K shares0.00%2026-03-312026-04-08

LINDE PLC LINDE PLC542 shares-0.73%2026-03-312026-04-08

DHR DANAHER CORP DEL1.3K shares0.00%2026-03-312026-04-08

COP CONOCOPHILLIPS1.9K sharesnew addition2026-03-312026-04-08

HD HOME DEPOT INC733 shares-4.93%2026-03-312026-04-08

NJR NEW JERSEY RES CORP4.3K sharesnew addition2026-03-312026-04-08

DLN WISDOMTREE TR2.6K shares0.00%2026-03-312026-04-08

HON HONEYWELL INTL INC996 shares-37.67%2026-03-312026-04-08

Sponsored

WEC ENERGY GROUP INC WEC ENERGY GROUP INC1.8K sharesnew addition2026-03-312026-04-08

TMUS T-MOBILE US INC989 shares0.00%2026-03-312026-04-08

RF REGIONS FINANCIAL CORP NEW8.0K shares0.00%2026-03-312026-04-08

MCHP MICROCHIP TECHNOLOGY INC.3.2K shares0.00%2026-03-312026-04-08

FTNT FORTINET INC2.5K sharesnew addition2026-03-312026-04-08

NAK NORTHERN DYNASTY MINERALS LT110.0K shares0.00%2026-03-312026-04-08

AAPL

APPLE INC

0.27%

Shares100.8K

Event2026-03-31

Filed2026-04-08

ALPHABET INC

-1.78%

Shares59.6K

Event2026-03-31

Filed2026-04-08

MSFT

MICROSOFT CORP

2.71%

Shares40.1K

Event2026-03-31

Filed2026-04-08

BROADCOM INC

2.32%

Shares41.4K

Event2026-03-31

Filed2026-04-08

LOW

LOWES COS INC

1.15%

Shares39.2K

Event2026-03-31

Filed2026-04-08

BLACKROCK INC

2.38%

Shares7.9K

Event2026-03-31

Filed2026-04-08

SYK

STRYKER CORPORATION

2.57%

Shares22.5K

Event2026-03-31

Filed2026-04-08

ADI

ANALOG DEVICES INC

-0.63%

Shares23.2K

Event2026-03-31

Filed2026-04-08

CHUBB LTD SWITZ

0.50%

Shares21.9K

Event2026-03-31

Filed2026-04-08

VISA INC

2.92%

Shares23.4K

Event2026-03-31

Filed2026-04-08

SHY

ISHARES TR

18.22%

Shares85.0K

Event2026-03-31

Filed2026-04-08

JNJ

JOHNSON & JOHNSON

-0.62%

Shares28.3K

Event2026-03-31

Filed2026-04-08

CSCO

CISCO SYS INC

1.82%

Shares88.6K

Event2026-03-31

Filed2026-04-08

PSX

PHILLIPS 66

4.11%

Shares36.2K

Event2026-03-31

Filed2026-04-08

BERKSHIRE HATHAWAY INC DEL

4.75%

Shares13.3K

Event2026-03-31

Filed2026-04-08

IVV

ISHARES TR

5.04%

Shares9.6K

Event2026-03-31

Filed2026-04-08

AMZN

AMAZON COM INC

3.13%

Shares29.6K

Event2026-03-31

Filed2026-04-08

JPM

JPMORGAN CHASE & CO

7.08%

Shares20.4K

Event2026-03-31

Filed2026-04-08

TJX

TJX COS INC NEW

7.21%

Shares37.0K

Event2026-03-31

Filed2026-04-08

AMGN

AMGEN INC

2.39%

Shares16.8K

Event2026-03-31

Filed2026-04-08

ABT

ABBOTT LABORATORIES

4.73%

Shares56.7K

Event2026-03-31

Filed2026-04-08

TXN

TEXAS INSTRS INC

1.90%

Shares28.5K

Event2026-03-31

Filed2026-04-08

PEP

PEPSICO INC

-0.98%

Shares32.0K

Event2026-03-31

Filed2026-04-08

COST

COSTCO WHOLESALE CORPORATION

10.28%

Shares4.9K

Event2026-03-31

Filed2026-04-08

GENERAL DYNAMICS CORP

9.21%

Shares13.4K

Event2026-03-31

Filed2026-04-08

BROADRIDGE FINL SOLUTIONS IN

8.52%

Shares27.8K

Event2026-03-31

Filed2026-04-08