Brady Family Wealth, LLC Top Holdings and 13F Report (2025) About Brady Family Wealth, LLCInvestment ActivityBrady Family Wealth, LLC has $322.96 million in total holdings as of June 30, 2025.Brady Family Wealth, LLC owns shares of 113 different stocks, but just 39 companies or ETFs make up 80% of its holdings.Approximately 1.19% of the portfolio was purchased this quarter.About 2.48% of the portfolio was sold this quarter.This quarter, Brady Family Wealth, LLC has purchased 113 new stocks and bought additional shares in 20 stocks.Brady Family Wealth, LLC sold shares of 61 stocks and completely divested from 2 stocks this quarter.Largest Holdings Apple $22,213,798Microsoft $21,307,821Broadcom $11,992,003Alphabet $11,618,147Lowe's Companies $9,107,413 Largest New Holdings this Quarter 94106L109 - Waste Management $253,075 Holding595017104 - Microchip Technology $225,184 Holding Largest Purchases this Quarter Caterpillar 4,635 shares (about $1.80M)iShares 1-3 Year Treasury Bond ETF 8,380 shares (about $694.36K)Waste Management 1,106 shares (about $253.08K)iShares Short Duration Bond Active ETF 4,950 shares (about $252.95K)Microchip Technology 3,200 shares (about $225.18K) Largest Sales this Quarter United Parcel Service 16,844 shares (about $1.70M)Microsoft 1,623 shares (about $807.29K)NIKE 6,387 shares (about $453.73K)Apple 1,676 shares (about $343.87K)UnitedHealth Group 1,043 shares (about $325.41K) 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$22,213,798$343,866 ▼-1.5%108,2706.9%Computer and TechnologyMSFTMicrosoft$21,307,821$807,288 ▼-3.7%42,8386.6%Computer and TechnologyAVGOBroadcom$11,992,003$31,149 ▼-0.3%43,5043.7%Computer and TechnologyGOOGLAlphabet$11,618,147$28,021 ▼-0.2%65,9263.6%Computer and TechnologyLOWLowe's Companies$9,107,413$66,340 ▼-0.7%41,0482.8%Retail/WholesaleSYKStryker$8,899,776$159,440 ▼-1.8%22,4952.8%MedicalBLACKROCK INC$8,772,754$193,061 ▼-2.2%8,3612.7%COMVVisa$8,507,801$323,809 ▼-3.7%23,9622.6%Business ServicesABTAbbott Laboratories$7,723,735$76,574 ▼-1.0%56,7882.4%MedicalAMZNAmazon.com$7,090,913$210,834 ▼-2.9%32,3212.2%Retail/WholesaleACNAccenture$7,071,460$63,365 ▼-0.9%23,6592.2%Computer and TechnologyCSCOCisco Systems$7,021,324$200,786 ▼-2.8%101,2012.2%Computer and TechnologyBRBroadridge Financial Solutions$6,620,089$114,952 ▼-1.7%27,2402.0%Computer and TechnologyTXNTexas Instruments$6,483,650$165,476 ▼-2.5%31,2282.0%Computer and TechnologyBRK.BBerkshire Hathaway$6,391,762$172,934 ▼-2.6%13,1582.0%FinanceADIAnalog Devices$6,326,641$71,883 ▼-1.1%26,5802.0%Computer and TechnologyCBChubb$6,313,255$110,672 ▼-1.7%21,7912.0%FinanceIVViShares Core S&P 500 ETF$5,679,701$60,845 ▲1.1%9,1481.8%ETFSHYiShares 1-3 Year Treasury Bond ETF$5,307,559$694,362 ▲15.1%64,0551.6%ManufacturingADPAutomatic Data Processing$5,247,943$105,162 ▼-2.0%17,0171.6%Computer and TechnologyJNJJohnson & Johnson$4,860,527$97,913 ▼-2.0%31,8201.5%MedicalAMGNAmgen$4,851,626$106,101 ▼-2.1%17,3761.5%MedicalPEPPepsiCo$4,802,865$55,985 ▼-1.2%36,3741.5%Consumer StaplesCRMSalesforce$4,681,600$13,362 ▼-0.3%17,1681.4%Computer and TechnologyNEARiShares Short Duration Bond Active ETF$4,556,304$252,946 ▲5.9%89,1641.4%ETFMETAMeta Platforms$4,505,442$172,718 ▲4.0%6,1041.4%Computer and TechnologyCOSTCostco Wholesale$4,485,540$20,789 ▼-0.5%4,5311.4%Retail/WholesalePSXPhillips 66$4,471,403$180,145 ▼-3.9%37,4801.4%EnergyTJXTJX Companies$4,420,396$108,299 ▼-2.4%35,7961.4%Retail/WholesaleITWIllinois Tool Works$4,287,225$59,833 ▼-1.4%17,3401.3%IndustrialsSBUXStarbucks$4,275,862$155,039 ▼-3.5%46,6641.3%Retail/WholesaleGDGeneral Dynamics$4,065,122$34,416 ▼-0.8%13,9381.3%AerospaceMCDMcDonald's$3,945,801$140,828 ▲3.7%13,5051.2%Retail/WholesaleJPMJPMorgan Chase & Co.$3,830,648$8,697 ▼-0.2%13,2131.2%FinanceSPGIS&P Global$3,808,427$26,890 ▼-0.7%7,2231.2%FinancePGProcter & Gamble$3,784,701$30,271 ▼-0.8%23,7551.2%Consumer StaplesAPDAir Products and Chemicals$3,750,481$72,770 ▼-1.9%13,2971.2%Basic MaterialsNVDANVIDIA$3,302,782$47,713 ▲1.5%20,9051.0%Computer and TechnologyNKENIKE$2,944,007$453,727 ▼-13.4%41,4420.9%Consumer DiscretionaryMDTMedtronic$2,753,148$70,868 ▼-2.5%31,5840.9%MedicalIJHiShares Core S&P Mid-Cap ETF$2,367,995$4,465 ▼-0.2%38,1810.7%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$2,331,854$12,934 ▼-0.6%21,2740.7%FinanceAFLAflac$2,111,942$1,266 ▼-0.1%20,0260.7%FinanceCATCaterpillar$2,066,830$1,799,353 ▲672.7%5,3240.6%IndustrialsTROWT. Rowe Price Group$2,001,736$48,444 ▼-2.4%20,7430.6%FinanceBACBank of America$1,994,513$9,417 ▼-0.5%42,1490.6%FinanceIJRiShares Core S&P Small-Cap ETF$1,935,299$63,388 ▼-3.2%17,7080.6%ETFWMTWalmart$1,909,599$23,076 ▲1.2%19,5300.6%Retail/WholesaleCVXChevron$1,823,578$5,012 ▼-0.3%12,7350.6%EnergyUNHUnitedHealth Group$1,672,287$325,410 ▼-16.3%5,3600.5%MedicalUSBU.S. Bancorp$1,620,211$72,309 ▼-4.3%35,8060.5%FinanceNSCNorfolk Southern$1,596,769$28,669 ▼-1.8%6,2380.5%TransportationNEENextEra Energy$1,520,917$63,588 ▲4.4%21,9090.5%UtilitiesGOOGAlphabet$1,493,9060.0%8,4220.5%Computer and TechnologyECLEcolab$1,425,857$81,639 ▼-5.4%5,2920.4%Basic MaterialsJPSTJPMorgan Ultra-Short Income ETF$1,394,698$52,352 ▲3.9%27,5200.4%ETFKOCocaCola$1,349,1650.0%19,0690.4%Consumer StaplesUNPUnion Pacific$1,309,8450.0%5,6930.4%TransportationLLYEli Lilly and Company$1,207,4920.0%1,5490.4%MedicalABBVAbbVie$1,130,797$24,502 ▲2.2%6,0920.4%MedicalMDLZMondelez International$974,524$405 ▲0.0%14,4500.3%Consumer StaplesIWMiShares Russell 2000 ETF$958,852$80,929 ▼-7.8%4,4430.3%FinanceIEFAiShares Core MSCI EAFE ETF$951,741$2,003 ▲0.2%11,4010.3%ETFLHXL3Harris Technologies$903,518$1,003 ▲0.1%3,6020.3%AerospaceEMREmerson Electric$870,080$1,067 ▲0.1%6,5260.3%IndustrialsCMCSAComcast$867,036$44,469 ▼-4.9%24,2940.3%Consumer DiscretionaryRYRoyal Bank Of Canada$854,680$19,732 ▼-2.3%6,4970.3%FinanceMAMastercard$823,242$1,124 ▲0.1%1,4650.3%Business ServicesDONWisdomTree U.S. MidCap Dividend Fund$803,6400.0%16,0340.2%FinanceAGGiShares Core U.S. Aggregate Bond ETF$790,7230.0%7,9710.2%FinanceBDXBecton, Dickinson and Company$759,787$16,191 ▲2.2%4,4110.2%MedicalTFCTruist Financial$759,5560.0%17,6680.2%FinanceBRK.ABerkshire Hathaway$728,8000.0%10.2%FinanceXLKTechnology Select Sector SPDR Fund$707,0180.0%2,7920.2%ETFIWRiShares Russell Mid-Cap ETF$680,8970.0%7,4030.2%ETFMRKMerck & Co., Inc.$676,1180.0%8,5410.2%MedicalHONHoneywell International$641,1190.0%2,7530.2%Multi-Sector ConglomeratesLMTLockheed Martin$633,0820.0%1,3670.2%AerospaceSOSouthern$604,2410.0%6,5800.2%UtilitiesQQQInvesco QQQ$586,927$2,206 ▼-0.4%1,0640.2%FinanceRTXRTX$576,467$59,428 ▼-9.3%3,9480.2%AerospaceNOBLProShares S&P 500 Aristocrats ETF$563,6180.0%5,5970.2%ETFOMCOmnicom Group$556,6770.0%7,7380.2%Business ServicesICEIntercontinental Exchange$541,289$83,670 ▼-13.4%2,9500.2%FinanceXLVHealth Care Select Sector SPDR Fund$523,2550.0%3,8820.2%ETFIBMInternational Business Machines$468,1110.0%1,5880.1%Computer and TechnologyUPSUnited Parcel Service$466,121$1,700,161 ▼-78.5%4,6180.1%TransportationDGROiShares Core Dividend Growth ETF$456,323$64 ▲0.0%7,1370.1%ETFTSCOTractor Supply$361,949$1,108 ▼-0.3%6,8590.1%Retail/WholesaleNVSNovartis$342,5790.0%2,8310.1%MedicalLINDE PLC$340,156$79,292 ▼-18.9%7250.1%SHSIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$332,071$10,446 ▼-3.0%6,2940.1%ManufacturingDESWisdomTree U.S. SmallCap Dividend Fund$323,1410.0%10,1740.1%FinanceFTSMFirst Trust Enhanced Short Maturity ETF$316,7120.0%5,2900.1%ManufacturingFDSFactSet Research Systems$311,307$2,684 ▼-0.9%6960.1%Business ServicesXOMExxon Mobil$299,493$7,762 ▼-2.5%2,7780.1%EnergyHDHome Depot$299,178$2,200 ▲0.7%8160.1%Retail/WholesaleWECWEC Energy Group$296,762$417 ▲0.1%2,8480.1%UtilitiesIWPiShares Russell Mid-Cap Growth ETF$293,3080.0%2,1150.1%ETFXLCCommunication Services Select Sector SPDR Fund$291,620$45,257 ▼-13.4%2,6870.1%ETFShowing 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. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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