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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 $291,853,100
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 118,651 $22,843,877 7.82%
2.
Microsoft Corp
 MSFT 45,141 $16,974,728 5.81%
3.
Lowes Companies Inc
 LOW 41,441 $9,222,625 3.16%
4.
Alphabet Inc.
 GOOG 65,433 $9,140,336 3.13%
5.
Blackrock Inc.
 BLK 10,195 $8,276,305 2.83%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)