The Analysis of BRADY FAMILY WEALTH, LLC's Holdings
Currently, BRADY FAMILY WEALTH, LLC holds 108 types of securities in its portfolio with a total value $324.0M. In the most recent quarter, they have increased their positions in XLK (+5.6K shares, valued at $809.3K), SHY (+6.9K shares, valued at $573.1K), IEFA (+5.3K shares, valued at $477.4K); decreased their positions in N/A (-3.0K shares, valued at $934.9K), N/A (-2.2K shares, valued at $774.2K), AAPL (-2.3K shares, valued at $631.0K); initiated new positions in WFC (+4.0K shares, valued at $373.1K), INTU (+447 shares, valued at $296.1K), RF (+8.0K shares, valued at $215.5K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AAPL APPLE INC100.5K shares-2.26%2025-12-312026-01-07
ALPHABET INC ALPHABET INC60.6K shares-4.69%2025-12-312026-01-07 MSFT MICROSOFT CORP39.1K shares-2.08%2025-12-312026-01-07 BROADCOM INC BROADCOM INC40.5K shares-5.23%2025-12-312026-01-07 LOW LOWES COS INC38.7K shares-0.87%2025-12-312026-01-07 V VISA INC22.7K shares-2.75%2025-12-312026-01-07 SYK STRYKER CORPORATION21.9K shares-0.63%2025-12-312026-01-07 ABT ABBOTT LABS54.2K shares-1.52%2025-12-312026-01-07 CB CHUBB LIMITED21.7K shares-1.43%2025-12-312026-01-07 CSCO CISCO SYS INC87.0K shares-2.08%2025-12-312026-01-07 AMZN AMAZON COM INC28.7K shares-3.73%2025-12-312026-01-07 ADI ANALOG DEVICES INC23.3K shares-1.21%2025-12-312026-01-07 IVV ISHARES TR9.2K shares0.01%2025-12-312026-01-07 JPM JPMORGAN CHASE & CO.19.1K shares-0.18%2025-12-312026-01-07 SHY ISHARES TR71.9K shares10.65%2025-12-312026-01-07 JNJ JOHNSON & JOHNSON28.5K shares-2.81%2025-12-312026-01-07 BR BROADRIDGE FINL SOLUTIONS IN25.6K shares-0.75%2025-12-312026-01-07 AMGN AMGEN INC16.4K shares-2.11%2025-12-312026-01-07 TJX TJX COS INC NEW34.5K shares-3.29%2025-12-312026-01-07 TXN TEXAS INSTRS INC27.9K shares-8.17%2025-12-312026-01-07 META META PLATFORMS INC7.1K shares2.02%2025-12-312026-01-07 PEP PEPSICO INC32.3K shares-3.51%2025-12-312026-01-07 PSX PHILLIPS 6634.8K shares0.10%2025-12-312026-01-07 ADP AUTOMATIC DATA PROCESSING IN16.9K shares4.88%2025-12-312026-01-07 NEAR ISHARES U S ETF TR84.3K shares0.54%2025-12-312026-01-07 NVDA NVIDIA CORPORATION22.6K shares4.91%2025-12-312026-01-07 ITW ILLINOIS TOOL WKS INC16.5K shares-5.31%2025-12-312026-01-07 COST COSTCO WHSL CORP NEW4.4K shares-1.91%2025-12-312026-01-07 SPGI S&P GLOBAL INC7.3K shares1.19%2025-12-312026-01-07 CRM SALESFORCE INC14.3K shares-1.78%2025-12-312026-01-07 MCD MCDONALDS CORP12.0K shares0.94%2025-12-312026-01-07 PG PROCTER AND GAMBLE CO24.3K shares1.16%2025-12-312026-01-07 SBUX STARBUCKS CORP39.9K shares-10.00%2025-12-312026-01-07 CAT CATERPILLAR INC5.8K shares-1.99%2025-12-312026-01-07 APD AIR PRODS & CHEMS INC12.8K shares-5.40%2025-12-312026-01-07 MEDTRONIC PLC MEDTRONIC PLC25.8K shares-5.29%2025-12-312026-01-07 BAC BANK AMERICA CORP42.1K shares-0.12%2025-12-312026-01-07 LQD ISHARES TR20.7K shares1.11%2025-12-312026-01-07 WMT WALMART INC19.5K shares0.63%2025-12-312026-01-07 IJH ISHARES TR32.3K shares-2.11%2025-12-312026-01-07 AFL AFLAC INC17.7K shares-0.29%2025-12-312026-01-07 NSC NORFOLK SOUTHN CORP6.2K shares0.00%2025-12-312026-01-07 NKE NIKE INC27.9K shares-15.10%2025-12-312026-01-07 LLY ELI LILLY & CO1.5K shares-0.52%2025-12-312026-01-07 CVX CHEVRON CORP NEW10.6K shares-2.83%2025-12-312026-01-07 IJR ISHARES TR13.4K shares-3.50%2025-12-312026-01-07 NEE NEXTERA ENERGY INC19.9K shares-0.10%2025-12-312026-01-07 USB US BANCORP DEL29.6K shares-0.03%2025-12-312026-01-07 IEFA ISHARES TR17.3K shares44.44%2025-12-312026-01-07 ABBV ABBVIE INC6.7K shares1.97%2025-12-312026-01-07 ALPHABET INC ALPHABET INC4.7K shares0.00%2025-12-312026-01-07 JPST J P MORGAN EXCHANGE TRADED F28.3K shares5.77%2025-12-312026-01-07 KO COCA COLA CO18.3K shares-0.22%2025-12-312026-01-07 UNP UNION PAC CORP5.5K shares-2.85%2025-12-312026-01-07 XLK SELECT SECTOR SPDR TR8.4K shares199.26%2025-12-312026-01-07 IWM ISHARES TR4.4K shares-0.43%2025-12-312026-01-07 LHX L3HARRIS TECHNOLOGIES INC3.6K shares-0.39%2025-12-312026-01-07 MA MASTERCARD INCORPORATED1.8K shares5.06%2025-12-312026-01-07 ECL ECOLAB INC3.6K shares-0.60%2025-12-312026-01-07 UNH UNITEDHEALTH GROUP INC2.9K shares-22.54%2025-12-312026-01-07 EMR EMERSON ELEC CO6.5K shares-0.67%2025-12-312026-01-07 DON WISDOMTREE TR16.0K shares0.00%2025-12-312026-01-07 AGG ISHARES TR8.0K shares0.00%2025-12-312026-01-07 BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-12-312026-01-07 IWR ISHARES TR7.4K shares0.00%2025-12-312026-01-07 WM WASTE MGMT INC DEL2.7K shares34.51%2025-12-312026-01-07 NOBL PROSHARES TR5.6K shares0.00%2025-12-312026-01-07 SO SOUTHERN CO6.6K shares0.00%2025-12-312026-01-07 LMT LOCKHEED MARTIN CORP1.1K shares0.00%2025-12-312026-01-07 DGRO ISHARES TR7.1K shares0.01%2025-12-312026-01-07 TFC TRUIST FINL CORP9.6K shares0.00%2025-12-312026-01-07 IBM INTERNATIONAL BUSINESS MACHS1.6K shares0.00%2025-12-312026-01-07 ICE INTERCONTINENTAL EXCHANGE IN2.5K shares22.47%2025-12-312026-01-07 MDLZ MONDELEZ INTL INC7.4K shares-17.23%2025-12-312026-01-07 WFC WELLS FARGO CO NEW4.0K sharesnew addition2025-12-312026-01-07 RTX RTX CORPORATION1.9K shares-5.69%2025-12-312026-01-07 IEMG ISHARES INC5.1K shares54.28%2025-12-312026-01-07 DES WISDOMTREE TR10.2K shares0.00%2025-12-312026-01-07 XOM EXXON MOBIL CORP2.7K shares-1.26%2025-12-312026-01-07 XLC SELECT SECTOR SPDR TR2.7K shares0.00%2025-12-312026-01-07 HON HONEYWELL INTL INC1.6K shares-24.23%2025-12-312026-01-07 OMC OMNICOM GROUP INC3.8K shares0.00%2025-12-312026-01-07 BDX BECTON DICKINSON & CO1.6K shares-45.05%2025-12-312026-01-07 DHR DANAHER CORPORATION1.3K shares0.00%2025-12-312026-01-07 TSCO TRACTOR SUPPLY CO6.1K shares-10.88%2025-12-312026-01-07 FTSM FIRST TR EXCHANGE-TRADED FD5.0K shares-5.09%2025-12-312026-01-07 INTU INTUIT447 sharesnew addition2025-12-312026-01-07 XLV SELECT SECTOR SPDR TR1.9K shares-50.98%2025-12-312026-01-07 CMI CUMMINS INC573 shares0.00%2025-12-312026-01-07 IWP ISHARES TR2.1K shares0.00%2025-12-312026-01-07 MPC MARATHON PETE CORP1.7K shares0.00%2025-12-312026-01-07 HD HOME DEPOT INC771 shares-4.58%2025-12-312026-01-07 GWW WW GRAINGER INC258 shares0.00%2025-12-312026-01-07 AEE AMEREN CORP2.5K shares0.00%2025-12-312026-01-07 LINDE PLC LINDE PLC546 shares-1.80%2025-12-312026-01-07 DLN WISDOMTREE TR2.6K shares0.00%2025-12-312026-01-07 NAK NORTHERN DYNASTY MINERALS LT110.0K shares0.00%2025-12-312026-01-07 RF REGIONS FINANCIAL CORP NEW8.0K sharesnew addition2025-12-312026-01-07 FYX FIRST TR EXCHANGE-TRADED ALP1.8K shares-5.95%2025-12-312026-01-07 MCHP MICROCHIP TECHNOLOGY INC.3.2K shares0.00%2025-12-312026-01-07 FDS FACTSET RESH SYS INC696 shares-1.42%2025-12-312026-01-07 TMUS T-MOBILE US INC989 sharesnew addition2025-12-312026-01-07 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available