Brophy-Wealth-Management

Filing Details

13F-HR2024-09-30
Report Date
2024-09-30
Filing Date
2024-11-15
Total Holdings
389
Total Value
279409973
Accession Number
0001085146-24-005981
Form Type
13F-HR
Manager Name
Brophy-Wealth-Management
Data Enrichment
90% identified
352 identified37 unidentified

Holdings

389 positions
Manager:
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Page 2 of 11
46429B697
Shares:27.8K
Value:$2.5M
Broadcom Inc.
Shares:13.2K
Value:$2.3M
UNITEDHEALTH GROUP INC
Shares:3.9K
Value:$2.3M
PROCTER & GAMBLE Co
Shares:12.7K
Value:$2.2M
Walmart Inc.
Shares:25.7K
Value:$2.1M
Meta Platforms, Inc.
Shares:3.5K
Value:$2.0M
78464A375
Shares:59.1K
Value:$2.0M
Mastercard Inc
Shares:4.0K
Value:$2.0M
ELI LILLY & Co
Shares:2.2K
Value:$1.9M
464287473
Shares:14.6K
Value:$1.9M
464288513
Shares:22.8K
Value:$1.8M
VISA INC.
Shares:6.5K
Value:$1.8M
MARSH & MCLENNAN COMPANIES, INC.
Shares:7.9K
Value:$1.8M
464287655
Shares:7.6K
Value:$1.7M
BERKSHIRE HATHAWAY INC
Shares:3.6K
Value:$1.6M
46434G103
Shares:28.4K
Value:$1.6M
THERMO FISHER SCIENTIFIC INC.
Shares:2.5K
Value:$1.6M
MCDONALDS CORP
Shares:5.1K
Value:$1.6M
78464A854
Shares:22.9K
Value:$1.5M
AMERICAN EXPRESS CO
Shares:5.7K
Value:$1.5M