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:
49.3%
Gain +2.99%
Monthly
1.15%
Yearly
14.73%
Drawdown
16.57%
$369.46M
Equity
Holdings
$369.46M
Investment
$234.58M
$145.82M
Profit +$9.83M
Realized
$10.94M
Unrealized
$134.88M
Dividends
$19.44M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
2.99%
Profit
$9.83M
Win %
77%
This Week
Compared To Last Week
Gain
2.73%
Profit
$9.83M
Win %
77%
This Month
Compared to last month
Gain
3.04%
Profit
$10.91M
Win %
77%
This Year
Compared to last year
Gain
6.61%
Profit
$22.91M
Win %
75%
AMZN Amazon.com Inc
+15.32%
+$1.02M 
ETN Eaton Corporation plc
+7.32%
+$191,771.94 
GOOG Alphabet Inc
+6.88%
+$108,923.74 
GOOGL Alphabet Inc
+6.73%
+$1.31M 
FTNT Fortinet Inc.
+4.99%
+$18,965.1 
META Meta Platforms Inc Class A
+3.28%
+$136,931.53 
MSFT Microsoft Corp.
+3.02%
+$548,899.22 
NVDA NVIDIA Corporation
+2.93%
+$163,300.49 
CVX Chevron Corporation
+2.35%
+$48,178.68 
GLW Corning Incorporated
+2.24%
+$3,030 
CSCO Cisco Systems, Inc.
+2.14%
+$206,669.07 
GWW W.W. Grainger, Inc.
+1.97%
+$10,397.96 
LHX L3Harris Technologies, Inc.
+1.9%
+$19,386.15 
ACN Accenture plc Class A
+1.61%
+$41,283.27 
XLC Communication Services Select Sector SPDR Fund
+1.56%
+$4,460.42 
LMT Lockheed Martin Corporation
+1.5%
+$9,156.43 
WFC Wells Fargo & Company
+1.19%
+$4,236.06 
ITW Illinois Tool Works Inc.
+1.15%
+$55,181.75 
VUG Vanguard Growth ETF
+1.1%
+$2,244.09 
ADP Automatic Data Processing Inc.
+0.98%
+$39,243.53 
UNP Union Pacific Corporation
+0.92%
+$14,770.5 
IBM International Business Machines Corporation
+0.86%
+$3,033.05 
MCD McDonald's Corporation
+0.82%
+$25,828.12 
EMR Emerson Electric Co.
+0.79%
+$7,632.3 
AEE Ameren Corporation
+0.79%
+$2,113.88 
MPC Marathon Petroleum Corporation
+0.76%
+$4,134.72 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$2,840.86 
NAK Northern Dynasty Minerals Ltd.
+0.72%
+$1,100 
CAT Caterpillar Inc.
+0.7%
+$33,895.2 
IVV iShares Core S&P 500 ETF
+0.69%
+$49,740.8 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$4,759.68 
IWB iShares Russell 1000 ETF
+0.64%
+$1,434.49 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$2,336.82 
APH Amphenol Corporation
+0.55%
+$21,572.07 
PSX Phillips 66
+0.51%
+$38,002.34 
NSC Norfolk Southern Corporation
+0.46%
+$9,669.02 
RTX RTX Corporation
+0.39%
+$2,632.56 
AVGO Broadcom Inc.
+0.37%
+$59,378.4 
PG Procter & Gamble Co
+0.37%
+$13,550.51 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$24,698.94 
BAC Bank of America Corporation
+0.36%
+$9,254.74 
RF Regions Financial Corporation
+0.32%
+$793.9 
GD General Dynamics Corporation
+0.32%
+$16,687.16 
MRK Merck & Co., Inc.
+0.32%
+$1,957.39 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.28%
+$706.59 
JPM JPMorgan Chase & Co.
+0.27%
+$20,241.96 
SO The Southern Company
+0.21%
+$2,837.2 
BRK-A Berkshire Hathaway Inc.
+0.21%
+$1,609.99 
JNJ Johnson & Johnson
+0.21%
+$14,312.12 
ADI Analog Devices, Inc.
+0.2%
+$16,322.7 
CMI Cummins Inc.
+0.19%
+$699.08 
USB U.S. Bancorp
+0.17%
+$3,257.6 
CB Chubb Limited
+0.15%
+$10,851.75 
WM Waste Management, Inc.
+0.1%
+$1,085.04 
AFL Aflac Inc.
+0.09%
+$2,064.12 
WMT Walmart Inc.
+0.09%
+$2,004.14 
ABT Abbott Laboratories
+0.09%
+$4,915.8 
TBIL US Treasury 3 Month Bill ETF
+0.04%
+$159.02 
SHV iShares Short Treasury Bond ETF
+0.03%
+$107.31 
NEAR iShares Short Maturity Bond ETF
+0.02%
+$849.05 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$2.39M 
SYK Stryker Corporation
-6.42%
-$517,662.46 
LIN Linde plc
-5.95%
-$16,279.89 
ABBV AbbVie Inc.
-2.51%
-$43,446.05 
ICE Intercontinental Exchange, Inc.
-2.42%
-$11,150.18 
APD Air Products and Chemicals, Inc.
-1.77%
-$68,833.53 
UNH UnitedHealth Group Incorporated
-1.68%
-$11,997.81 
GLD SPDR Gold Shares
-1.49%
-$6,440.51 
MDLZ Mondelez International, Inc.
-1.22%
-$5,751.14 
TJX The TJX Companies, Inc.
-1.21%
-$70,478.99 
NEE NextEra Energy, Inc.
-1.15%
-$20,493.91 
OMC Omnicom Group Inc.
-1.14%
-$3,496.22 
TXN Texas Instruments Inc
-1.08%
-$82,890.49 
LOW Lowe's Companies Inc.
-1.08%
-$88,087.43 
INTC Intel Corporation
-1.02%
-$2,598.42 
KO The Coca-Cola Company
-1.02%
-$16,115.4 
XOM Exxon Mobil Corporation
-0.97%
-$4,276.35 
MCHP Microchip Technology Incorporated
-0.96%
-$2,304.01 
SPGI S&P Global Inc.
-0.74%
-$21,382.62 
MA Mastercard Incorporated
-0.74%
-$7,373.76 
BLK BlackRock, Inc.
-0.73%
-$63,616.48 
AMGN Amgen Inc.
-0.64%
-$41,396.33 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$16,863.21 
ECL Ecolab Inc.
-0.61%
-$6,378.3 
DHR Danaher Corporation
-0.61%
-$1,585.08 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$1,838.15 
FYX First Trust Small Cap Core AlphaDEX Fund
-0.58%
-$1,377.8 
SCHF Schwab International Equity ETF
-0.58%
-$1,594.4 
WEC WEC Energy Group Inc.
-0.57%
-$1,127.71 
SBUX Starbucks Corporation
-0.57%
-$19,006.2 
LLY Eli Lilly and Company
-0.53%
-$11,138.21 
BR Broadridge Financial Solutions, Inc.
-0.53%
-$20,700.08 
IWM iShares Russell 2000 ETF
-0.47%
-$6,149.32 
PEP PepsiCo, Inc.
-0.46%
-$20,020.48 
HD The Home Depot, Inc.
-0.42%
-$1,003.59 
MDT Medtronic plc
-0.37%
-$7,845.44 
TFC Truist Financial Corporation
-0.33%
-$1,626.88 
IWP iShares Russell Mid-Cap Growth ETF
-0.32%
-$930.61 
FTSM First Trust Enhanced Short Maturity Fund
-0.3%
-$891.54 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$2,290.9 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$1,573.87 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$1,992.75 
DES WisdomTree U.S. SmallCap Dividend Fund
-0.25%
-$1,017.4 
COST Costco Wholesale Corporation
-0.24%
-$11,748.69 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$3,231.81 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.19%
-$1,231.32 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.15%
-$3,342.24 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$2,658 
DON WisdomTree U.S. MidCap Dividend Fund
-0.09%
-$801.7 
V Visa Inc. Class A
-0.04%
-$3,256.87 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$558.66 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$931.66 Events
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Dividends
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| Trades 1408 | Longs Won 1036/1408 73% | Profit Factor 10.5 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $697,907.94 |
| Average Win $155,569.69 | Best Trade (Aug 10) $17.28M | Sharpe Ratio -11.31 |
| Average Loss -$41,271.05 | Worst Trade (Aug 04) -$1.31M | Z-Score 16.88 (100%) |
| Commissions $0 | Avg. Trade Length 1y 11m 2w 3d | Expectancy $103,563.48 |
| 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 | 8,929 | 8,036 | 7,143 | 6,250 | 5,357 | 4,464 | 3,571 | 2,679 | 1,786 | 893 |
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Returns
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FAQ
Which stocks have generated the highest profits for Andrew Brady?
The largest contributions to the portfolio's profits come from the following stocks: BlackRock, Inc - $3.08M, Apple Inc - $2.92M, Microsoft Corp - $2.25M, Alphabet Inc - $2.01M, and Broadcom Inc - $1.43M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Nike, Inc. - Class B - $2.07M, United Parcel Service, Inc - $1.37M, Salesforce Inc - $976,902.64, UnitedHealth Group Incorporated - $824,602.94, and Pfizer Inc - $266,279.95. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Andrew Brady's portfolio generate?
The portfolio generates substantial dividend income, with a total of $19.44M earned over time. The largest contributors to dividend income include Lowe's Companies Inc - $697,866.4, PepsiCo, Inc - $683,764.3, BlackRock, Inc - $658,741.96, Johnson & Johnson - $610,228.72, and Texas Instruments Inc - $601,463.26. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Andrew Brady's monthly returns?
Andrew Brady's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Andrew Brady's strategy be considered aggressive or moderate?
Andrew Brady's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Andrew Brady's strategy?
Andrew Brady's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
