BRADY FAMILY WEALTH LLC
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Ticker | Name | Shares Owned | Change | % | Historic | Avg Price (*) | % Change | P/L since open | Time since open | % Portfolio | % Outstanding | Value (at report date) | Report Date | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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| AAPL | APPLE | 109,946 | -1,178 | -1.06% | $142.69 | 7.81% | 0.00% | 24,422,290 | 2025-03-31 | ||||||
| MSFT | MICROSOFT | 44,461 | -463 | -1.03% | $244.04 | 5.34% | 0.00% | 16,690,280 | 2025-03-31 | ||||||
| GOOGL | ALPHABET | 66,085 | -396 | -0.60% | $109.51 | 3.27% | 0.00% | 10,219,462 | 2025-03-31 | ||||||
| LOW | LOWES COMPANIES | 41,347 | -190 | -0.46% | $200.46 | 3.08% | 0.01% | 9,643,451 | 2025-03-31 | ||||||
| V | VISA | 24,874 | -403 | -1.59% | $207.01 | 2.79% | 0.00% | 8,717,225 | 2025-03-31 | ||||||
| SYK | STRYKER | 22,898 | -373 | -1.60% | $230.08 | 2.73% | 0.01% | 8,523,597 | 2025-03-31 | ||||||
| BLK | BLACKROCK | 8,545 | -145 | -1.67% | $662.46 | 2.59% | 0.01% | 8,087,703 | 2025-03-31 | ||||||
| ABT | ABBOTT LABORATORIES | 57,351 | -2,094 | -3.52% | $98.91 | 2.43% | 0.00% | 7,607,603 | 2025-03-31 | ||||||
| ACN | ACCENTURE | 23,871 | -252 | -1.04% | $278.59 | 2.38% | 0.00% | 7,448,806 | 2025-03-31 | ||||||
| AVGO | BROADCOM | 43,617 | -1,029 | -2.30% | $89.53 | 2.34% | 0.00% | 7,302,778 | 2025-03-31 | ||||||
| BRK.B | BERKSHIRE HATHAWAY | 13,514 | -155 | -1.13% | $0.00 | 2.30% | 0.00% | 7,197,286 | 2025-03-31 | ||||||
| BR | BROADRIDGE FINANCIAL SOLUTIONS | 27,713 | +100 | +0.36% | $142.72 | 2.15% | 0.02% | 6,719,395 | 2025-03-31 | ||||||
| CB | CHUBB | 22,173 | +279 | +1.27% | $209.28 | 2.14% | 0.01% | 6,695,895 | 2025-03-31 | ||||||
| CSCO | CISCO SYSTEMS | 104,095 | -2,431 | -2.28% | $46.17 | 2.05% | 0.00% | 6,423,685 | 2025-03-31 | ||||||
| AMZN | AMAZON | 33,282 | -515 | -1.52% | $110.57 | 2.03% | 0.00% | 6,332,241 | 2025-03-31 | ||||||
| TXN | TEXAS INSTRUMENTS | 32,025 | +193 | +0.61% | $165.44 | 1.84% | 0.00% | 5,754,891 | 2025-03-31 | ||||||
| AMGN | AMGEN | 17,756 | +311 | +1.78% | $268.37 | 1.77% | 0.00% | 5,531,898 | 2025-03-31 | ||||||
| PEP | PEPSICO | 36,798 | -1,974 | -5.09% | $176.34 | 1.76% | 0.00% | 5,517,470 | 2025-03-31 | ||||||
| ADI | ANALOG DEVICES | 26,882 | +598 | +2.28% | $177.11 | 1.73% | 0.01% | 5,421,337 | 2025-03-31 | ||||||
| JNJ | JOHNSON & JOHNSON | 32,461 | -1,452 | -4.28% | $171.43 | 1.72% | 0.00% | 5,383,380 | 2025-03-31 | ||||||
| ADP | AUTOMATIC DATA PROCESSING | 17,358 | -520 | -2.91% | $244.16 | 1.70% | 0.00% | 5,303,494 | 2025-03-31 | ||||||
| IVV | ISHARES CORE S&P 500 ETF | 9,050 | -297 | -3.18% | $395.85 | 1.63% | 0.00% | 5,085,208 | 2025-03-31 | ||||||
| PSX | PHILLIPS 66 | 38,990 | +2,362 | +6.45% | $103.61 | 1.54% | 0.01% | 4,814,427 | 2025-03-31 | ||||||
| SBUX | STARBUCKS | 48,356 | -752 | -1.53% | $93.87 | 1.52% | 0.00% | 4,743,286 | 2025-03-31 | ||||||
| CRM | SALESFORCE | 17,217 | -359 | -2.04% | $253.29 | 1.48% | 0.00% | 4,620,356 | 2025-03-31 | ||||||
| SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | 55,675 | +1,448 | +2.67% | $81.46 | 1.47% | 0.02% | 4,605,978 | 2025-03-31 | ||||||
| TJX | TJX COMPANIES | 36,673 | -1,170 | -3.09% | $75.64 | 1.43% | 0.00% | 4,466,762 | 2025-03-31 | ||||||
| ITW | ILLINOIS TOOL WORKS | 17,582 | +114 | +0.65% | $213.74 | 1.39% | 0.01% | 4,360,596 | 2025-03-31 | ||||||
| COST | COSTCO WHOLESALE | 4,552 | -76 | -1.64% | $488.59 | 1.38% | 0.00% | 4,305,126 | 2025-03-31 | ||||||
| NEAR | BLACKROCK SHORT MATURITY BOND ETF | 84,214 | +1,631 | +1.97% | $49.58 | 1.37% | 0.13% | 4,283,944 | 2025-03-31 | ||||||
| PG | PROCTER & GAMBLE | 23,945 | +390 | +1.66% | $141.36 | 1.31% | 0.00% | 4,080,629 | 2025-03-31 | ||||||
| MCD | MCDONALDS | 13,023 | -71 | -0.54% | $263.65 | 1.30% | 0.00% | 4,068,043 | 2025-03-31 | ||||||
| APD | AIR PRODUCTS & CHEMICALS | 13,555 | -221 | -1.60% | $278.04 | 1.28% | 0.01% | 3,997,675 | 2025-03-31 | ||||||
| GD | GENERAL DYNAMICS | 14,056 | +703 | +5.26% | $243.19 | 1.23% | 0.01% | 3,831,428 | 2025-03-31 | ||||||
| SPGI | S&P GLOBAL | 7,274 | +61 | +0.85% | $336.59 | 1.18% | 0.00% | 3,695,735 | 2025-03-31 | ||||||
| META | META | 5,870 | +3,199 | +119.77% | $503.30 | 1.08% | 0.00% | 3,383,403 | 2025-03-31 | ||||||
| UNH | UNITEDHEALTH GROUP | 6,403 | -449 | -6.55% | $529.44 | 1.07% | 0.00% | 3,353,787 | 2025-03-31 | ||||||
| JPM | JPMORGAN CHASE | 13,243 | -922 | -6.51% | $126.24 | 1.04% | 0.00% | 3,248,562 | 2025-03-31 | ||||||
| NKE | NIKE | 47,829 | +4,051 | +9.25% | $97.77 | 0.97% | 0.00% | 3,036,211 | 2025-03-31 | ||||||
| MDT | MEDTRONIC | 32,397 | -1,436 | -4.24% | $80.84 | 0.93% | 0.00% | 2,911,178 | 2025-03-31 | ||||||
| UPS | UNITED PARCEL SERVICE | 21,462 | -1,543 | -6.71% | $170.87 | 0.76% | 0.00% | 2,360,641 | 2025-03-31 | ||||||
| LQD | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | 21,392 | +633 | +3.05% | $104.85 | 0.74% | 0.01% | 2,325,127 | 2025-03-31 | ||||||
| NVDA | NVIDIA | 20,603 | -485 | -2.30% | $17.95 | 0.71% | 0.00% | 2,232,954 | 2025-03-31 | ||||||
| IJH | ISHARES CORE S&P MID-CAP ETF | 38,253 | -2,503 | -6.14% | $240.29 | 0.71% | 0.00% | 2,232,069 | 2025-03-31 | ||||||
| AFL | AFLAC | 20,038 | -1,263 | -5.93% | $64.14 | 0.71% | 0.00% | 2,228,025 | 2025-03-31 | ||||||
| CVX | CHEVRON | 12,770 | -1,599 | -11.13% | $169.85 | 0.68% | 0.00% | 2,136,267 | 2025-03-31 | ||||||
| TROW | PRICE T ROWE GROUP | 21,245 | +433 | +2.08% | $112.95 | 0.62% | 0.01% | 1,951,809 | 2025-03-31 | ||||||
| IJR | ISHARES CORE S&P SMALL-CAP ETF | 18,288 | -923 | -4.80% | $95.44 | 0.61% | 0.00% | 1,912,407 | 2025-03-31 | ||||||
| BAC | BANK OF AMERICA | 42,348 | -1,509 | -3.44% | $34.12 | 0.57% | 0.00% | 1,767,174 | 2025-03-31 | ||||||
| WMT | WALMART | 19,294 | -650 | -3.26% | $47.68 | 0.54% | 0.00% | 1,693,846 | 2025-03-31 | ||||||