AB
Andrew Brady Portfolio
Invests via Brady Family Wealth LLC | Managed by Andrew Brady
Invests via Brady Family Wealth LLC
Managed by Andrew Brady
Automatically Tracked
Andrew Brady Profile
With a strong foundation in technology and finance, Andrew Brady has made significant strides as an entrepreneurial founder in the fintech sector. His expertise encompasses creating innovative digital solutions that address complex financial needs, allowing businesses to streamline operations and enhance customer experiences. Throughout his career, he has played pivotal roles in scaling startups while fostering partnerships that elevate market positioning. With a keen understanding of industry trends and client demands, he is well-positioned at the intersection of technology commercialization and capital markets engagement.
With a strong foundation in technology and finance, Andrew Brady has made significant strides as an entrepreneurial founder in the fintech sector. His expertise encompasses creating innovative digital solutions that address complex financial needs, allowing businesses to streamline operations and enhance customer experiences. Throughout his career, he has played pivotal roles in scaling startups while fostering partnerships that elevate market positioning. With a keen understanding of industry trends and client demands, he is well-positioned at the intersection of technology commercialization and capital markets engagement.
Investment Philosophy & Strategy
In the rapidly evolving fintech landscape, Andrew Brady leverages his extensive experience in technology and finance to uncover unique investment opportunities. His entrepreneurial mindset drives a commitment to innovative solutions that not only optimize operational efficiency but also cater to emerging customer demands. Focusing on transformative financial technologies, he seeks out ventures poised for substantial growth while emphasizing strategic partnerships that enhance value creation. This approach reflects a deep understanding of market dynamics and an ability to navigate complex challenges effectively.
In the rapidly evolving fintech landscape, Andrew Brady leverages his extensive experience in technology and finance to uncover unique investment opportunities. His entrepreneurial mindset drives a commitment to innovative solutions that not only optimize operational efficiency but also cater to emerging customer demands. Focusing on transformative financial technologies, he seeks out ventures poised for substantial growth while emphasizing strategic partnerships that enhance value creation. This approach reflects a deep understanding of market dynamics and an ability to navigate complex challenges effectively.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
30.33%
Gain +0.01%
Monthly
0.82%
Yearly
10.25%
Drawdown
12.87%
$349.11M
Equity
Holdings
$349.11M
Investment
$234.9M
$125.01M
Profit +$37,231.14
Realized
$9.68M
Unrealized
$115.33M
Dividends
$18.71M
Goals
Avg. 65.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.01%
Profit
$37,231.14
Win %
73%
This Week
Compared To Last Week
Gain
0.01%
Profit
$37,231.14
Win %
73%
This Month
Compared to last month
Gain
-1.69%
Profit
-$6M
Win %
73%
This Year
Compared to last year
Gain
1.54%
Profit
$6.63M
Win %
71%
NAK Northern Dynasty Minerals Ltd.
+4.62%
+$9,900 
MCHP Microchip Technology Incorporated
+2.48%
+$7,360 
JPM JPMorgan Chase & Co.
+2.31%
+$147,528.35 
USB U.S. Bancorp
+2.27%
+$38,828.4 
SYK Stryker Corporation
+2.15%
+$147,678.72 
TFC Truist Financial Corporation
+1.93%
+$9,389.38 
TMUS T-Mobile US, Inc.
+1.76%
+$3,243.92 
ACN Accenture plc Class A
+1.65%
+$55,785.12 
UNP Union Pacific Corporation
+1.65%
+$24,451.5 
WFC Wells Fargo & Company
+1.61%
+$5,522.16 
LIN Linde plc
+1.58%
+$4,406.47 
BAC Bank of America Corporation
+1.56%
+$36,190.52 
BLK BlackRock, Inc.
+1.52%
+$121,617.38 
CAT Caterpillar Inc.
+1.44%
+$78,532.92 
OMC Omnicom Group Inc.
+1.44%
+$4,187.78 
COP ConocoPhillips
+1.4%
+$2,997 
ADI Analog Devices, Inc.
+1.37%
+$131,261.29 
NEE NextEra Energy, Inc.
+1.35%
+$22,958.6 
TXN Texas Instruments Inc
+1.35%
+$114,489.32 
SPGI S&P Global Inc.
+1.35%
+$42,677.34 
ABBV AbbVie Inc.
+1.32%
+$19,897.12 
RF Regions Financial Corporation
+1.31%
+$3,021.38 
APD Air Products and Chemicals, Inc.
+1.26%
+$44,999.5 
ITW Illinois Tool Works Inc.
+1.17%
+$50,245.61 
AFL Aflac Inc.
+1.16%
+$23,348.25 
NJR New Jersey Resources Corporation
+1.12%
+$2,601.65 
ICE Intercontinental Exchange, Inc.
+1.11%
+$3,895.15 
NSC Norfolk Southern Corporation
+1.09%
+$21,084.44 
JNJ Johnson & Johnson
+1.07%
+$71,998.84 
MPC Marathon Petroleum Corporation
+1.06%
+$4,792.08 
V Visa Inc. Class A
+1.05%
+$78,173.21 
DON WisdomTree U.S. MidCap Dividend Fund
+1.02%
+$9,139.35 
DES WisdomTree U.S. SmallCap Dividend Fund
+0.98%
+$3,967.86 
IJR iShares Core S&P Small-Cap ETF
+0.97%
+$19,269.08 
BRK-A Berkshire Hathaway Inc.
+0.93%
+$6,789 
IWR iShares Russell Mid-Cap ETF
+0.93%
+$7,390 
APH Amphenol Corporation
+0.88%
+$25,461.15 
IWM iShares Russell 2000 ETF
+0.87%
+$11,237 
XLK State Street Technology Select Sector SPDR ETF
+0.87%
+$13,422.7 
PG Procter & Gamble Co
+0.86%
+$32,035.75 
FTNT Fortinet Inc.
+0.85%
+$3,057.84 
SO The Southern Company
+0.78%
+$10,355.78 
PSX Phillips 66
+0.76%
+$48,893.94 
CVX Chevron Corporation
+0.75%
+$14,985.49 
SBUX Starbucks Corporation
+0.74%
+$25,544.39 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.74%
+$1,858.07 
UNH UnitedHealth Group Incorporated
+0.73%
+$5,547.96 
HD The Home Depot, Inc.
+0.73%
+$1,744.54 
IJH iShares Core S&P Mid-Cap ETF
+0.71%
+$18,408.63 
MA Mastercard Incorporated
+0.71%
+$6,416.03 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$46,180.62 
AEE Ameren Corporation
+0.69%
+$1,843.5 
DGRO iShares Core Dividend Growth ETF
+0.69%
+$3,714.36 
EMR Emerson Electric Co.
+0.69%
+$6,345.57 
COST Costco Wholesale Corporation
+0.68%
+$32,514.02 
ECL Ecolab Inc.
+0.68%
+$6,416.9 
IEMG iShares Core MSCI Emerging Markets ETF
+0.61%
+$2,511 
CMI Cummins Inc.
+0.59%
+$2,228.98 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$4,295.99 
IVV iShares Core S&P 500 ETF
+0.55%
+$39,350.1 
HON Honeywell International Inc.
+0.54%
+$1,185.24 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.54%
+$3,358.2 
GOOGL Alphabet Inc
+0.53%
+$113,748.14 
GOOG Alphabet Inc
+0.45%
+$7,587.2 
WMT Walmart Inc.
+0.45%
+$10,554.86 
GD General Dynamics Corporation
+0.38%
+$18,260.85 
PEP PepsiCo, Inc.
+0.38%
+$17,296.2 
WEC WEC Energy Group Inc.
+0.33%
+$667.48 
AMGN Amgen Inc.
+0.32%
+$19,128.26 
WM Waste Management, Inc.
+0.3%
+$3,142.31 
XOM Exxon Mobil Corporation
+0.28%
+$1,147.96 
ADP Automatic Data Processing Inc.
+0.2%
+$7,927.22 
IEFA iShares Core MSCI EAFE ETF
+0.18%
+$4,494.06 
NVDA NVIDIA Corporation
+0.16%
+$8,131.2 
GWW W.W. Grainger, Inc.
+0.14%
+$743.01 
KO The Coca-Cola Company
+0.11%
+$1,646.55 
MSFT Microsoft Corp.
+0.1%
+$16,058.8 
CB Chubb Limited
+0.06%
+$4,589.57 
GLD SPDR Gold Shares
+0.06%
+$203.72 
IWP iShares Russell Mid-Cap Growth ETF
+0.06%
+$169.2 
TJX The TJX Companies, Inc.
+0.04%
+$2,589.65 
JPST JPMorgan Ultra-Short Income ETF
+0.02%
+$288.5 
MCD McDonald's Corporation
+0.01%
+$475.64 
BR Broadridge Financial Solutions, Inc.
+0.01%
+$277.85 
LLY Eli Lilly and Company
-2.41%
-$47,179.52 
ABT Abbott Laboratories
-1.64%
-$83,406.33 
AAPL Apple Inc.
-1.52%
-$453,681 
LMT Lockheed Martin Corporation
-1.52%
-$8,784.17 
MRK Merck & Co., Inc.
-1.42%
-$10,398.49 
LHX L3Harris Technologies, Inc.
-1.4%
-$15,732.96 
AMZN Amazon.com Inc
-1.23%
-$87,589.06 
IBM International Business Machines Corporation
-0.95%
-$4,144.71 
AVGO Broadcom Inc.
-0.91%
-$145,054.12 
CSCO Cisco Systems, Inc.
-0.6%
-$64,696.43 
MDLZ Mondelez International, Inc.
-0.58%
-$2,781.66 
ETN Eaton Corporation plc
-0.57%
-$13,077 
XLC Communication Services Select Sector SPDR Fund
-0.42%
-$1,262.89 
DHR Danaher Corporation
-0.38%
-$920.43 
RTX RTX Corporation
-0.37%
-$1,317.86 
CRM Salesforce Inc
-0.34%
-$1,326.64 
META Meta Platforms Inc Class A
-0.26%
-$11,262.23 
XLV Health Care Select Sector SPDR Fund
-0.18%
-$530.87 
MDT Medtronic plc
-0.16%
-$3,371.16 
LOW Lowe's Companies Inc.
-0.12%
-$10,574.13 
AGG iShares Core U.S. Aggregate Bond ETF
-0.12%
-$956.52 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.06%
-$1,385.79 
NEAR iShares Short Maturity Bond ETF
-0.04%
-$1,669.76 
TSCO Tractor Supply Company
-0.03%
-$61.01 
SHY iShares 1-3 Year Treasury Bond ETF
-0.02%
-$1,699.6 
FTSM First Trust Enhanced Short Maturity Fund
-0.01%
-$24.77 Events
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Dividends
Dividend Analysis
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| Trades 1317 | Longs Won 938/1317 71% | Profit Factor 8.6 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $653,760.7 |
| Average Win $150,804.17 | Best Trade (Jun 14) $15.76M | Sharpe Ratio -23.37 |
| Average Loss -$43,387.73 | Worst Trade (Jun 14) -$1.69M | Z-Score 6.16 (100%) |
| Commissions $0 | Avg. Trade Length 1y 10m 3w 5d | Expectancy $94,920.55 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 8,065 | 7,258 | 6,452 | 5,645 | 4,839 | 4,032 | 3,226 | 2,419 | 1,613 | 806 |
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Returns
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