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:
53.96%
Gain -0.3%
Monthly
1.08%
Yearly
13.79%
Drawdown
16.57%
$366.18M
Equity
Holdings
$366.18M
Investment
$235.71M
$142.53M
Profit -$951,139.05
Realized
$10.94M
Unrealized
$131.6M
Dividends
$20.48M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.3%
Profit
-$951,139.05
Win %
69%
This Week
Compared To Last Week
Gain
1.22%
Profit
$4.43M
Win %
69%
This Month
Compared to last month
Gain
1.43%
Profit
$5.16M
Win %
69%
This Year
Compared to last year
Gain
5.66%
Profit
$19.62M
Win %
68%
LLY Eli Lilly and Company
+2.7%
+$56,744.91 
AMGN Amgen Inc.
+2.58%
+$173,596.63 
MPC Marathon Petroleum Corporation
+2.29%
+$17,127.03 
ABBV AbbVie Inc.
+1.75%
+$31,358.98 
ACN Accenture plc Class A
+1.68%
+$50,858.28 
JNJ Johnson & Johnson
+1.44%
+$99,104.68 
AMZN Amazon.com Inc
+1.42%
+$102,968.58 
DHR Danaher Corporation
+1.34%
+$3,836.17 
TJX The TJX Companies, Inc.
+1.29%
+$64,973.16 
XLV Health Care Select Sector SPDR Fund
+1.03%
+$3,259.4 
BR Broadridge Financial Solutions, Inc.
+0.93%
+$37,108.68 
AAPL Apple Inc.
+0.91%
+$295,792 
WMT Walmart Inc.
+0.85%
+$18,237.31 
GOOGL Alphabet Inc
+0.81%
+$163,862.32 
GOOG Alphabet Inc
+0.81%
+$13,182.76 
COST Costco Wholesale Corporation
+0.7%
+$33,855.21 
PSX Phillips 66
+0.68%
+$64,394.04 
ADP Automatic Data Processing Inc.
+0.62%
+$24,849.28 
MA Mastercard Incorporated
+0.61%
+$6,037.76 
MRK Merck & Co., Inc.
+0.6%
+$4,057.9 
ABT Abbott Laboratories
+0.58%
+$31,133.4 
INTC Intel Corporation
+0.55%
+$1,732.28 
WM Waste Management, Inc.
+0.51%
+$5,227.92 
V Visa Inc. Class A
+0.39%
+$33,966.9 
AVGO Broadcom Inc.
+0.19%
+$28,864.5 
CB Chubb Limited
+0.15%
+$10,033.16 
BRK-A Berkshire Hathaway Inc.
+0.14%
+$1,027.73 
BRK-B Berkshire Hathaway Inc.
+0.11%
+$7,569.03 
NEAR iShares Short Maturity Bond ETF
+0.1%
+$4,245.25 
MSFT Microsoft Corp.
+0.09%
+$18,538.46 
JPST JPMorgan Ultra-Short Income ETF
+0.05%
+$908.37 
SHY iShares 1-3 Year Treasury Bond ETF
+0.04%
+$2,794.41 
SHV iShares Short Treasury Bond ETF
+0.03%
+$107.32 
TBIL US Treasury 3 Month Bill ETF
+0.02%
+$79.51 
FTSM First Trust Enhanced Short Maturity Fund
+0.02%
+$49.53 
SO The Southern Company
0%
$0 
NAK Northern Dynasty Minerals Ltd.
-8.46%
-$12,100 
CAT Caterpillar Inc.
-5.75%
-$296,568.58 
MCHP Microchip Technology Incorporated
-3.99%
-$10,368 
GLW Corning Incorporated
-3.41%
-$5,760 
CMI Cummins Inc.
-3.36%
-$10,308.26 
ETN Eaton Corporation plc
-3.09%
-$93,210.28 
TXN Texas Instruments Inc
-2.79%
-$227,535.63 
SBUX Starbucks Corporation
-2.63%
-$80,142.81 
ADI Analog Devices, Inc.
-2.51%
-$232,932.48 
META Meta Platforms Inc Class A
-2.4%
-$137,318.7 
ITW Illinois Tool Works Inc.
-2.24%
-$101,704.21 
LMT Lockheed Martin Corporation
-2.14%
-$11,564.9 
USB U.S. Bancorp
-1.95%
-$33,020.72 
MDT Medtronic plc
-1.81%
-$38,736.86 
LHX L3Harris Technologies, Inc.
-1.79%
-$16,042.35 
IJH iShares Core S&P Mid-Cap ETF
-1.68%
-$41,199 
GLD SPDR Gold Shares
-1.67%
-$7,322.94 
RTX RTX Corporation
-1.65%
-$9,496.02 
PEP PepsiCo, Inc.
-1.65%
-$64,753.74 
WFC Wells Fargo & Company
-1.53%
-$5,191.25 
TFC Truist Financial Corporation
-1.45%
-$6,411.9 
GD General Dynamics Corporation
-1.42%
-$64,286.6 
IWP iShares Russell Mid-Cap Growth ETF
-1.38%
-$4,187.7 
EMR Emerson Electric Co.
-1.35%
-$14,100.18 
RF Regions Financial Corporation
-1.29%
-$2,778.65 
IWM iShares Russell 2000 ETF
-1.29%
-$16,103.32 
IJR iShares Core S&P Small-Cap ETF
-1.27%
-$24,727.01 
SCHF Schwab International Equity ETF
-1.27%
-$3,487.75 
LIN Linde plc
-1.22%
-$3,211.86 
IEMG iShares Core MSCI Emerging Markets ETF
-1.22%
-$5,123.73 
FYX First Trust Small Cap Core AlphaDEX Fund
-1.21%
-$2,739 
APH Amphenol Corporation
-1.21%
-$104,919.92 
DON WisdomTree U.S. MidCap Dividend Fund
-1.19%
-$10,422.1 
LOW Lowe's Companies Inc.
-1.16%
-$82,654.65 
CVX Chevron Corporation
-1.15%
-$25,475.01 
IWR iShares Russell Mid-Cap ETF
-1.12%
-$9,089.7 
IEFA iShares Core MSCI EAFE ETF
-1.08%
-$28,105.35 
DES WisdomTree U.S. SmallCap Dividend Fund
-1.06%
-$4,171.34 
BAC Bank of America Corporation
-1.05%
-$23,978.19 
NEE NextEra Energy, Inc.
-1.05%
-$16,638.62 
FTNT Fortinet Inc.
-1.04%
-$4,901.37 
APD Air Products and Chemicals, Inc.
-1.02%
-$37,333.44 
SYK Stryker Corporation
-1.01%
-$64,881.6 
NSC Norfolk Southern Corporation
-0.98%
-$19,400.18 
ECL Ecolab Inc.
-0.97%
-$10,145.6 
GWW W.W. Grainger, Inc.
-0.94%
-$4,687.47 
BLK BlackRock, Inc.
-0.91%
-$78,045.88 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.86%
-$5,261.18 
AFL Aflac Inc.
-0.78%
-$15,308.89 
NVDA NVIDIA Corporation
-0.74%
-$50,620.52 
UNP Union Pacific Corporation
-0.7%
-$10,676.76 
MCD McDonald's Corporation
-0.68%
-$18,431.8 
ICE Intercontinental Exchange, Inc.
-0.59%
-$2,647.8 
JPM JPMorgan Chase & Co.
-0.51%
-$36,607.8 
CSCO Cisco Systems, Inc.
-0.47%
-$46,776.95 
KO The Coca-Cola Company
-0.41%
-$6,267.1 
MDLZ Mondelez International, Inc.
-0.4%
-$1,792.56 
SCHB Schwab U.S. Broad Market ETF
-0.4%
-$1,649.52 
PG Procter & Gamble Co
-0.4%
-$15,084.53 
DLN WisdomTree U.S. LargeCap Dividend Fund
-0.36%
-$942.12 
AEE Ameren Corporation
-0.35%
-$884.88 
IBM International Business Machines Corporation
-0.35%
-$1,238.64 
IWB iShares Russell 1000 ETF
-0.34%
-$811.76 
XLC Communication Services Select Sector SPDR Fund
-0.32%
-$967.32 
HD The Home Depot, Inc.
-0.32%
-$664.25 
OMC Omnicom Group Inc.
-0.31%
-$883.66 
XLK State Street Technology Select Sector SPDR ETF
-0.3%
-$5,188.05 
DGRO iShares Core Dividend Growth ETF
-0.27%
-$1,502.34 
XOM Exxon Mobil Corporation
-0.26%
-$1,173.9 
QQQ Invesco QQQ Trust, Series 1
-0.25%
-$2,068.96 
IVV iShares Core S&P 500 ETF
-0.25%
-$19,138.26 
SPGI S&P Global Inc.
-0.24%
-$6,616.75 
VUG Vanguard Growth ETF
-0.24%
-$530.86 
UNH UnitedHealth Group Incorporated
-0.09%
-$576.98 
AGG iShares Core U.S. Aggregate Bond ETF
-0.06%
-$438.4 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.02%
-$417.78 
WEC WEC Energy Group Inc.
-0.01%
-$17.9 Events
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Dividends
Dividend Analysis
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| Trades 1408 | Longs Won 987/1408 70% | Profit Factor 8.83 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $753,673.83 |
| Average Win $162,856 | Best Trade (Oct 07) $19.48M | Sharpe Ratio -15.72 |
| Average Loss -$43,246.97 | Worst Trade (Oct 07) -$1.47M | Z-Score 10.58 (100%) |
| Commissions $0 | Avg. Trade Length 2y 1w | Expectancy $101,230.04 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 8,475 | 7,627 | 6,780 | 5,932 | 5,085 | 4,237 | 3,390 | 2,542 | 1,695 | 847 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 97,300 | $12.9M | $32.76M | - | $19.86M | 153.97% | +0.911% |
| ABBV AbbVie Inc. | 6,715 | $1.13M | $1.82M | - | $690,709.14 | 61.05% | +1.751% |
| ABT Abbott Laboratories | 54,620 | $5.96M | $5.39M | - | -$572,153.65 | -9.59% | +0.581% |
| ACN Accenture plc Class A | 15,697 | $4.32M | $3.09M | - | -$1.24M | -28.58% | +1.675% |
| ADI Analog Devices, Inc. | 22,058 | $4.25M | $9.04M | - | $4.8M | 112.97% | -2.511% |
| ADP Automatic Data Processing Inc. | 15,152 | $3.59M | $4M | - | $410,933.14 | 11.45% | +0.625% |
| AEE Ameren Corporation | 2,458 | $214,977 | $249,044.56 | - | $34,067.56 | 15.85% | -0.354% |
| AFL Aflac Inc. | 17,201 | $1.24M | $1.94M | - | $700,867.55 | 56.6% | -0.783% |
| AGG iShares Core U.S. Aggregate Bond ETF | 7,971 | $785,869.01 | $751,705.15 | - | -$34,163.86 | -4.35% | -0.058% |
| AMGN Amgen Inc. | 16,692 | $4.44M | $6.89M | - | $2.45M | 55.13% | +2.583% |
| AMZN Amazon.com Inc | 28,366 | $3.16M | $7.37M | - | $4.22M | 133.67% | +1.416% |
| APD Air Products and Chemicals, Inc. | 12,963 | $3.91M | $3.61M | - | -$305,393.29 | -7.81% | -1.025% |
| APH Amphenol Corporation | 98,056 | $3.37M | $8.58M | - | $5.21M | 154.53% | -1.207% |
| AVGO Broadcom Inc. | 41,235 | $4.54M | $15.53M | - | $10.99M | 242.29% | +0.186% |
| BAC Bank of America Corporation | 42,067 | $1.39M | $2.25M | - | $858,428.36 | 61.62% | -1.054% |
| BLK BlackRock, Inc. | 7,972 | $8.16M | $8.53M | - | $371,673.61 | 4.56% | -0.907% |
| BR Broadridge Financial Solutions, Inc. | 25,244 | $3.5M | $4.04M | - | $541,721.67 | 15.48% | +0.927% |
| BRK-A Berkshire Hathaway Inc. | 1 | $468,711 | $759,193.73 | - | $290,482.73 | 61.97% | +0.136% |
| BRK-B Berkshire Hathaway Inc. | 13,279 | $4.3M | $6.72M | - | $2.42M | 56.22% | +0.113% |
| CAT Caterpillar Inc. | 5,978 | $2.39M | $4.87M | - | $2.48M | 103.95% | -5.746% |
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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 - $3.13M, Apple Inc - $2.94M, Microsoft Corp - $2.29M, Alphabet Inc - $2.02M, and Broadcom Inc - $1.45M. 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 - $820,665.9, 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 $20.48M earned over time. The largest contributors to dividend income include PepsiCo, Inc - $730,061.66, BlackRock, Inc - $704,421.52, Lowe's Companies Inc - $697,866.4, Johnson & Johnson - $646,414.08, and Cisco Systems, Inc - $631,770.44. 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.
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