Brady Family Wealth, LLC Top Holdings and 13F Report (2025) About Brady Family Wealth, LLCInvestment ActivityBrady Family Wealth, LLC has $323.03 million in total holdings as of September 30, 2025.Brady Family Wealth, LLC owns shares of 110 different stocks, but just 37 companies or ETFs make up 80% of its holdings.Approximately 1.45% of the portfolio was purchased this quarter.About 7.40% of the portfolio was sold this quarter.This quarter, Brady Family Wealth, LLC has purchased 113 new stocks and bought additional shares in 23 stocks.Brady Family Wealth, LLC sold shares of 60 stocks and completely divested from 7 stocks this quarter.Largest Holdings Apple $26,192,256Microsoft $20,677,532Alphabet $15,466,489Broadcom $14,100,793Lowe's Companies $9,815,819 Largest New Holdings this Quarter 231021106 - Cummins $242,018 Holding46434G103 - iShares Core MSCI Emerging Markets ETF $217,734 Holding33734Y109 - First Trust Small Cap Core AlphaDEX Fund $210,660 Holding646025106 - NewJersey Resources $205,360 Holding Largest Purchases this Quarter JPMorgan Chase & Co. 5,876 shares (about $1.85M)Meta Platforms 885 shares (about $649.97K)Caterpillar 607 shares (about $289.65K)Cummins 573 shares (about $242.02K)iShares Core MSCI Emerging Markets ETF 3,303 shares (about $217.73K) Largest Sales this Quarter Microsoft 2,916 shares (about $1.51M)Apple 5,406 shares (about $1.38M)Alphabet 3,680 shares (about $896.19K)Cisco Systems 12,316 shares (about $842.66K)Analog Devices 2,954 shares (about $725.81K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBrady Family Wealth, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$26,192,256$1,376,530 ▼-5.0%102,8648.1%Computer and TechnologyMSFTMicrosoft$20,677,532$1,510,337 ▼-6.8%39,9226.4%Computer and TechnologyGOOGLAlphabet$15,466,489$560,102 ▼-3.5%63,6224.8%Computer and TechnologyAVGOBroadcom$14,100,793$251,723 ▼-1.8%42,7414.4%Computer and TechnologyLOWLowe's Companies$9,815,819$499,851 ▼-4.8%39,0593.0%Retail/WholesaleBLACKROCK INC$9,183,129$564,255 ▼-5.8%7,8772.8%COMSYKStryker$8,164,571$151,196 ▼-1.8%22,0862.5%MedicalVVisa$7,982,859$197,318 ▼-2.4%23,3842.5%Business ServicesABTAbbott Laboratories$7,368,507$237,746 ▼-3.1%55,0132.3%MedicalBRK.BBerkshire Hathaway$6,654,769$39,716 ▲0.6%13,2372.1%FinanceAMZNAmazon.com$6,544,292$552,439 ▼-7.8%29,8052.0%Retail/WholesaleCBChubb$6,226,537$75,926 ▲1.2%22,0601.9%FinanceBRBroadridge Financial Solutions$6,144,051$343,678 ▼-5.3%25,7971.9%Computer and TechnologyIVViShares Core S&P 500 ETF$6,129,449$6,693 ▲0.1%9,1581.9%ETFCSCOCisco Systems$6,081,487$842,657 ▼-12.2%88,8851.9%Computer and TechnologyJPMJPMorgan Chase & Co.$6,021,309$1,853,487 ▲44.5%19,0891.9%FinanceADIAnalog Devices$5,805,009$725,810 ▼-11.1%23,6261.8%Computer and TechnologyTXNTexas Instruments$5,592,272$145,333 ▼-2.5%30,4371.7%Computer and TechnologyJNJJohnson & Johnson$5,441,931$458,176 ▼-7.8%29,3491.7%MedicalACNAccenture$5,400,885$433,531 ▼-7.4%21,9011.7%Computer and TechnologySHYiShares 1-3 Year Treasury Bond ETF$5,390,526$76,490 ▲1.4%64,9771.7%ManufacturingTJXTJX Companies$5,157,324$16,622 ▼-0.3%35,6811.6%Retail/WholesaleMETAMeta Platforms$5,132,925$649,970 ▲14.5%6,9891.6%Computer and TechnologyADPAutomatic Data Processing$4,733,420$261,223 ▼-5.2%16,1271.5%Computer and TechnologyPSXPhillips 66$4,727,164$370,931 ▼-7.3%34,7531.5%EnergyAMGNAmgen$4,724,493$178,911 ▼-3.6%16,7421.5%MedicalPEPPepsiCo$4,708,175$400,259 ▼-7.8%33,5241.5%Consumer StaplesITWIllinois Tool Works$4,549,723$28,162 ▲0.6%17,4481.4%IndustrialsGDGeneral Dynamics$4,329,580$423,172 ▼-8.9%12,6971.3%AerospaceNEARiShares Short Duration Bond Active ETF$4,298,586$273,732 ▼-6.0%83,8261.3%ETFCOSTCostco Wholesale$4,177,254$16,661 ▼-0.4%4,5131.3%Retail/WholesaleNVDANVIDIA$4,024,718$124,262 ▲3.2%21,5711.2%Computer and TechnologySBUXStarbucks$3,752,289$195,512 ▼-5.0%44,3531.2%Retail/WholesaleAPDAir Products and Chemicals$3,701,480$75,001 ▲2.1%13,5721.1%Basic MaterialsPGProcter & Gamble$3,698,107$48,093 ▲1.3%24,0681.1%Consumer StaplesMCDMcDonald's$3,601,144$502,945 ▼-12.3%11,8501.1%Retail/WholesaleSPGIS&P Global$3,488,108$27,255 ▼-0.8%7,1671.1%FinanceCRMSalesforce$3,442,207$626,631 ▼-15.4%14,5241.1%Computer and TechnologyCATCaterpillar$2,830,142$289,647 ▲11.4%5,9310.9%IndustrialsMDTMedtronic$2,597,390$410,676 ▼-13.7%27,2720.8%MedicalNKENIKE$2,289,639$600,092 ▼-20.8%32,8360.7%Consumer DiscretionaryLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$2,279,969$91,404 ▼-3.9%20,4540.7%FinanceBACBank of America$2,174,575$103 ▲0.0%42,1510.7%FinanceIJHiShares Core S&P Mid-Cap ETF$2,153,922$337,788 ▼-13.6%33,0050.7%ETFWMTWalmart$2,000,360$12,367 ▼-0.6%19,4100.6%Retail/WholesaleAFLAflac$1,983,345$253,559 ▼-11.3%17,7560.6%FinanceNSCNorfolk Southern$1,874,0150.0%6,2380.6%TransportationCVXChevron$1,690,993$286,672 ▼-14.5%10,8890.5%EnergyIJRiShares Core S&P Small-Cap ETF$1,651,212$452,966 ▼-21.5%13,8960.5%ETFABBVAbbVie$1,512,419$101,878 ▲7.2%6,5320.5%MedicalNEENextEra Energy$1,501,791$152,112 ▼-9.2%19,8940.5%UtilitiesUSBU.S. Bancorp$1,432,297$298,194 ▼-17.2%29,6360.4%FinanceJPSTJPMorgan Ultra-Short Income ETF$1,355,369$40,737 ▼-2.9%26,7170.4%ETFUNPUnion Pacific$1,345,877$236 ▲0.0%5,6940.4%TransportationUNHUnitedHealth Group$1,272,918$578,097 ▼-31.2%3,6860.4%MedicalKOCocaCola$1,216,619$48,015 ▼-3.8%18,3450.4%Consumer StaplesLLYEli Lilly and Company$1,181,8870.0%1,5490.4%MedicalGOOGAlphabet$1,154,814$896,186 ▼-43.7%4,7420.4%Computer and TechnologyLHXL3Harris Technologies$1,104,048$3,970 ▲0.4%3,6150.3%AerospaceIWMiShares Russell 2000 ETF$1,075,1380.0%4,4430.3%FinanceIEFAiShares Core MSCI EAFE ETF$1,048,316$52,909 ▲5.3%12,0070.3%ETFMAMastercard$1,001,106$167,799 ▲20.1%1,7600.3%Business ServicesECLEcolab$999,041$450,226 ▼-31.1%3,6480.3%Basic MaterialsEMREmerson Electric$856,247$131 ▲0.0%6,5270.3%IndustrialsDONWisdomTree U.S. MidCap Dividend Fund$838,5950.0%16,0340.3%FinanceAGGiShares Core U.S. Aggregate Bond ETF$799,0930.0%7,9710.2%FinanceXLKTechnology Select Sector SPDR Fund$795,127$8,174 ▲1.0%2,8210.2%ETFRYRoyal Bank Of Canada$791,698$165,440 ▼-17.3%5,3740.2%FinanceBRK.ABerkshire Hathaway$754,2000.0%10.2%FinanceIWRiShares Russell Mid-Cap ETF$714,225$579 ▼-0.1%7,3970.2%ETFQQQInvesco QQQ$645,600$6,606 ▲1.0%1,0750.2%FinanceSOSouthern$623,5870.0%6,5800.2%UtilitiesNOBLProShares S&P 500 Aristocrats ETF$576,8820.0%5,5970.2%ETFMDLZMondelez International$561,254$341,475 ▼-37.8%8,9840.2%Consumer StaplesXLVHealth Care Select Sector SPDR Fund$540,2580.0%3,8820.2%ETFBDXBecton, Dickinson and Company$537,170$288,425 ▼-34.9%2,8700.2%MedicalLMTLockheed Martin$525,136$157,241 ▼-23.0%1,0520.2%AerospaceMRKMerck & Co., Inc.$510,391$206,473 ▼-28.8%6,0810.2%MedicalDGROiShares Core Dividend Growth ETF$485,934$68 ▲0.0%7,1380.2%ETFIBMInternational Business Machines$448,0700.0%1,5880.1%Computer and TechnologyWMWaste Management$445,414$201,176 ▲82.4%2,0170.1%Business ServicesHONHoneywell International$443,945$135,562 ▼-23.4%2,1090.1%Multi-Sector ConglomeratesTFCTruist Financial$438,052$369,745 ▼-45.8%9,5810.1%FinanceTSCOTractor Supply$389,324$739 ▼-0.2%6,8460.1%Retail/WholesaleCMCSAComcast$386,812$376,506 ▼-49.3%12,3110.1%Consumer DiscretionaryICEIntercontinental Exchange$345,769$151,316 ▼-30.4%2,0520.1%FinanceRTXRTX$344,443$316,325 ▼-47.9%2,0580.1%AerospaceDESWisdomTree U.S. SmallCap Dividend Fund$342,6750.0%10,1740.1%FinanceMPCMarathon Petroleum$333,4400.0%1,7300.1%EnergyHDHome Depot$327,394$3,242 ▼-1.0%8080.1%Retail/WholesaleXLCCommunication Services Select Sector SPDR Fund$318,0600.0%2,6870.1%ETFFTSMFirst Trust Enhanced Short Maturity ETF$316,9240.0%5,2900.1%ManufacturingXOMExxon Mobil$313,2720.0%2,7780.1%EnergyOMCOmnicom Group$313,245$317,648 ▼-50.3%3,8420.1%Business ServicesIWPiShares Russell Mid-Cap Growth ETF$301,1970.0%2,1150.1%ETFDHRDanaher$264,5660.0%1,3340.1%MedicalLINDE PLC$264,100$80,275 ▼-23.3%5560.1%SHSAEEAmeren$256,5660.0%2,4580.1%UtilitiesGWWW.W. Grainger$245,8640.0%2580.1%IndustrialsCMICummins$242,018$242,018 ▲New Holding5730.1%Auto/Tires/TrucksShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. 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