BRADY FAMILY WEALTH, LLC
111 holdingsFiling period: 2026-03-31Current AUM: $359.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 100.8K | $25.6M | $31.1M | 8.66% | +275 | 2026-03-31 |
| 2 | GOOGL | ALPHABET INC | 59.6K | $17.1M | $21.2M | 5.89% | -1,081 | 2026-03-31 |
| 3 | MSFT | MICROSOFT CORP | 40.1K | $14.9M | $18.7M | 5.18% | +1.1K | 2026-03-31 |
| 4 | AVGO | BROADCOM INC | 41.4K | $12.8M | $16.1M | 4.48% | +940 | 2026-03-31 |
| 5 | LOW | LOWES COS INC | 39.2K | $9.3M | $8.1M | 2.26% | +444 | 2026-03-31 |
| 6 | BLK | BLACKROCK INC | 7.9K | $7.6M | $8.6M | 2.39% | +183 | 2026-03-31 |
| 7 | SYK | STRYKER CORPORATION | 22.5K | $7.4M | $7.3M | 2.04% | +565 | 2026-03-31 |
| 8 | ADI | ANALOG DEVICES INC | 23.2K | $7.4M | $8.5M | 2.37% | -148 | 2026-03-31 |
| 9 | — | CHUBB LTD SWITZ | 21.9K | $7.1M | $7.1M | 1.98% | +108 | 2026-03-31 |
| 10 | V | VISA INC | 23.4K | $7.1M | $8.6M | 2.38% | +663 | 2026-03-31 |
| 11 | SHY | ISHARES TR | 85.0K | $7.0M | $7.0M | 1.94% | +13.1K | 2026-03-31 |
| 12 | JNJ | JOHNSON & JOHNSON | 28.3K | $6.9M | $7.3M | 2.02% | -177 | 2026-03-31 |
| 13 | CSCO | CISCO SYS INC | 88.6K | $6.9M | $10.3M | 2.86% | +1.6K | 2026-03-31 |
| 14 | PSX | PHILLIPS 66 | 36.2K | $6.6M | $7.7M | 2.13% | +1.4K | 2026-03-31 |
| 15 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 13.3K | $6.4M | $6.4M | 1.78% | +605 | 2026-03-31 |
| 16 | IVV | ISHARES TR | 9.6K | $6.3M | $7.2M | 2.01% | +462 | 2026-03-31 |
| 17 | AMZN | AMAZON COM INC | 29.6K | $6.2M | $8.0M | 2.23% | +899 | 2026-03-31 |
| 18 | JPM | JPMORGAN CHASE & CO | 20.4K | $6.0M | $7.2M | 1.99% | +1.4K | 2026-03-31 |
| 19 | TJX | TJX COS INC NEW | 37.0K | $5.9M | $5.8M | 1.62% | +2.5K | 2026-03-31 |
| 20 | AMGN | AMGEN INC | 16.8K | $5.9M | $6.5M | 1.80% | +391 | 2026-03-31 |
| 21 | ABT | ABBOTT LABORATORIES | 56.7K | $5.8M | $6.0M | 1.67% | +2.6K | 2026-03-31 |
| 22 | TXN | TEXAS INSTRS INC | 28.5K | $5.5M | $7.9M | 2.18% | +530 | 2026-03-31 |
| 23 | PEP | PEPSICO INC | 32.0K | $5.0M | $4.5M | 1.24% | -318 | 2026-03-31 |
| 24 | COST | COSTCO WHOLESALE CORPORATION | 4.9K | $4.9M | $4.6M | 1.29% | +455 | 2026-03-31 |
| 25 | GD | GENERAL DYNAMICS CORP | 13.4K | $4.6M | $5.1M | 1.43% | +1.1K | 2026-03-31 |
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