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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 $325,935,649
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 111,124 $27,827,548 8.53%
2.
Microsoft Corp
 MSFT 44,924 $18,935,332 5.8%
3.
Alphabet Inc.
 GOOGL 66,481 $12,584,844 3.86%
4.
Broadcom Inc.
 AVGO 44,646 $10,350,731 3.17%
5.
Lowes Companies Inc
 LOW 41,537 $10,251,277 3.14%
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)