BRADY FAMILY WEALTH LLC

Stock Holdings
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Name
Shares Owned
Change
%
Historic
Avg Price (*)
% Change
P/L since open
Time since open
% Portfolio
% Outstanding
Value (at report date)
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AAPL
APPLE
109,946-1,178-1.06%
Created with Highcharts 10.1.0
$142.697.81%0.00%24,422,2902025-03-31
MSFT
MICROSOFT
44,461-463-1.03%
Created with Highcharts 10.1.0
$244.045.34%0.00%16,690,2802025-03-31
GOOGL
ALPHABET
66,085-396-0.60%
Created with Highcharts 10.1.0
$109.513.27%0.00%10,219,4622025-03-31
LOW
LOWES COMPANIES
41,347-190-0.46%
Created with Highcharts 10.1.0
$200.463.08%0.01%9,643,4512025-03-31
V
VISA
24,874-403-1.59%
Created with Highcharts 10.1.0
$207.012.79%0.00%8,717,2252025-03-31
SYK
STRYKER
22,898-373-1.60%
Created with Highcharts 10.1.0
$230.082.73%0.01%8,523,5972025-03-31
BLK
BLACKROCK
8,545-145-1.67%
Created with Highcharts 10.1.0
$662.462.59%0.01%8,087,7032025-03-31
ABT
ABBOTT LABORATORIES
57,351-2,094-3.52%
Created with Highcharts 10.1.0
$98.912.43%0.00%7,607,6032025-03-31
ACN
ACCENTURE
23,871-252-1.04%
Created with Highcharts 10.1.0
$278.592.38%0.00%7,448,8062025-03-31
AVGO
BROADCOM
43,617-1,029-2.30%
Created with Highcharts 10.1.0
$89.532.34%0.00%7,302,7782025-03-31
BRK.B
BERKSHIRE HATHAWAY
13,514-155-1.13%
Created with Highcharts 10.1.0
$0.002.30%0.00%7,197,2862025-03-31
BR
BROADRIDGE FINANCIAL SOLUTIONS
27,713+100+0.36%
Created with Highcharts 10.1.0
$142.722.15%0.02%6,719,3952025-03-31
CB
CHUBB
22,173+279+1.27%
Created with Highcharts 10.1.0
$209.282.14%0.01%6,695,8952025-03-31
CSCO
CISCO SYSTEMS
104,095-2,431-2.28%
Created with Highcharts 10.1.0
$46.172.05%0.00%6,423,6852025-03-31
AMZN
AMAZON
33,282-515-1.52%
Created with Highcharts 10.1.0
$110.572.03%0.00%6,332,2412025-03-31
TXN
TEXAS INSTRUMENTS
32,025+193+0.61%
Created with Highcharts 10.1.0
$165.441.84%0.00%5,754,8912025-03-31
AMGN
AMGEN
17,756+311+1.78%
Created with Highcharts 10.1.0
$268.371.77%0.00%5,531,8982025-03-31
PEP
PEPSICO
36,798-1,974-5.09%
Created with Highcharts 10.1.0
$176.341.76%0.00%5,517,4702025-03-31
ADI
ANALOG DEVICES
26,882+598+2.28%
Created with Highcharts 10.1.0
$177.111.73%0.01%5,421,3372025-03-31
JNJ
JOHNSON & JOHNSON
32,461-1,452-4.28%
Created with Highcharts 10.1.0
$171.431.72%0.00%5,383,3802025-03-31
ADP
AUTOMATIC DATA PROCESSING
17,358-520-2.91%
Created with Highcharts 10.1.0
$244.161.70%0.00%5,303,4942025-03-31
IVV
ISHARES CORE S&P 500 ETF
9,050-297-3.18%
Created with Highcharts 10.1.0
$395.851.63%0.00%5,085,2082025-03-31
PSX
PHILLIPS 66
38,990+2,362+6.45%
Created with Highcharts 10.1.0
$103.611.54%0.01%4,814,4272025-03-31
SBUX
STARBUCKS
48,356-752-1.53%
Created with Highcharts 10.1.0
$93.871.52%0.00%4,743,2862025-03-31
CRM
SALESFORCE
17,217-359-2.04%
Created with Highcharts 10.1.0
$253.291.48%0.00%4,620,3562025-03-31
SHY
ISHARES 1-3 YEAR TREASURY BOND ETF
55,675+1,448+2.67%
Created with Highcharts 10.1.0
$81.461.47%0.02%4,605,9782025-03-31
TJX
TJX COMPANIES
36,673-1,170-3.09%
Created with Highcharts 10.1.0
$75.641.43%0.00%4,466,7622025-03-31
ITW
ILLINOIS TOOL WORKS
17,582+114+0.65%
Created with Highcharts 10.1.0
$213.741.39%0.01%4,360,5962025-03-31
COST
COSTCO WHOLESALE
4,552-76-1.64%
Created with Highcharts 10.1.0
$488.591.38%0.00%4,305,1262025-03-31
NEAR
BLACKROCK SHORT MATURITY BOND ETF
84,214+1,631+1.97%
Created with Highcharts 10.1.0
$49.581.37%0.13%4,283,9442025-03-31
PG
PROCTER & GAMBLE
23,945+390+1.66%
Created with Highcharts 10.1.0
$141.361.31%0.00%4,080,6292025-03-31
MCD
MCDONALDS
13,023-71-0.54%
Created with Highcharts 10.1.0
$263.651.30%0.00%4,068,0432025-03-31
APD
AIR PRODUCTS & CHEMICALS
13,555-221-1.60%
Created with Highcharts 10.1.0
$278.041.28%0.01%3,997,6752025-03-31
GD
GENERAL DYNAMICS
14,056+703+5.26%
Created with Highcharts 10.1.0
$243.191.23%0.01%3,831,4282025-03-31
SPGI
S&P GLOBAL
7,274+61+0.85%
Created with Highcharts 10.1.0
$336.591.18%0.00%3,695,7352025-03-31
META
META
5,870+3,199+119.77%
Created with Highcharts 10.1.0
$503.301.08%0.00%3,383,4032025-03-31
UNH
UNITEDHEALTH GROUP
6,403-449-6.55%
Created with Highcharts 10.1.0
$529.441.07%0.00%3,353,7872025-03-31
JPM
JPMORGAN CHASE
13,243-922-6.51%
Created with Highcharts 10.1.0
$126.241.04%0.00%3,248,5622025-03-31
NKE
NIKE
47,829+4,051+9.25%
Created with Highcharts 10.1.0
$97.770.97%0.00%3,036,2112025-03-31
MDT
MEDTRONIC
32,397-1,436-4.24%
Created with Highcharts 10.1.0
$80.840.93%0.00%2,911,1782025-03-31
UPS
UNITED PARCEL SERVICE
21,462-1,543-6.71%
Created with Highcharts 10.1.0
$170.870.76%0.00%2,360,6412025-03-31
LQD
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
21,392+633+3.05%
Created with Highcharts 10.1.0
$104.850.74%0.01%2,325,1272025-03-31
NVDA
NVIDIA
20,603-485-2.30%
Created with Highcharts 10.1.0
$17.950.71%0.00%2,232,9542025-03-31
IJH
ISHARES CORE S&P MID-CAP ETF
38,253-2,503-6.14%
Created with Highcharts 10.1.0
$240.290.71%0.00%2,232,0692025-03-31
AFL
AFLAC
20,038-1,263-5.93%
Created with Highcharts 10.1.0
$64.140.71%0.00%2,228,0252025-03-31
CVX
CHEVRON
12,770-1,599-11.13%
Created with Highcharts 10.1.0
$169.850.68%0.00%2,136,2672025-03-31
TROW
PRICE T ROWE GROUP
21,245+433+2.08%
Created with Highcharts 10.1.0
$112.950.62%0.01%1,951,8092025-03-31
IJR
ISHARES CORE S&P SMALL-CAP ETF
18,288-923-4.80%
Created with Highcharts 10.1.0
$95.440.61%0.00%1,912,4072025-03-31
BAC
BANK OF AMERICA
42,348-1,509-3.44%
Created with Highcharts 10.1.0
$34.120.57%0.00%1,767,1742025-03-31
WMT
WALMART
19,294-650-3.26%
Created with Highcharts 10.1.0
$47.680.54%0.00%1,693,8462025-03-31