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Home > Institutional Investor > Brady Family Wealth, Llc > Profile

Instuitional Investor - Brady Family Wealth, Llc

Fund Profile
Filing Period:
Fund Name: Brady Family Wealth, Llc
Portfolio Value $312,633,418
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 109,946 $24,422,290 7.81%
2.
Microsoft Corp
 MSFT 44,461 $16,690,280 5.34%
3.
Alphabet Inc.
 GOOGL 66,085 $10,219,462 3.27%
4.
Lowes Companies Inc
 LOW 41,347 $9,643,451 3.08%
5.
Visa Inc.
 V 24,874 $8,717,225 2.79%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)