Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BRADY FAMILY WEALTH LLC | 02-09-2024 | 12-31-2023 | 119 | 291,853,100 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $22,843,877 | 118,651 | 0.01 | 0.01 | 1,613 | 1.38 | 12-31-2023 |
| MICROSOFT CORP | COM | 2 | $16,974,728 | 45,141 | 0.01 | 0.01 | 637 | 1.43 | 12-31-2023 |
| LOWES COS INC | COM | 3 | $9,222,625 | 41,441 | 0.00 | 0.00 | 1,473 | 3.69 | 12-31-2023 |
| ALPHABET INC | CAP STK CL A | 4 | $9,140,336 | 65,433 | 0.00 | 0.00 | 5,367 | 8.94 | 12-31-2023 |
