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JOSH OPP

@Brady Martz Wealth Solutions, Llc

Latest period2024 - Q4ReportedManaged Assets$414.541MTotal holdings140
Assets growth rate0%Assets growth rate (2-Q avg)0%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Brady Martz Wealth Solutions, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 140 positions.

Assets under management

The assets under management (AUM) of Brady Martz Wealth Solutions, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 414.541M in assets, with a quarterly growth rate of 0% and a 2-quarter average growth rate of 0%. The portfolio is managed by JOSH OPP, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VIGIVanguard Whitehall Fds
Recent Activity
New Position
1.65%
$6.835M
86,550 shares@ $78.98 avg price
FMBFirst Tr Exch Traded Fd Iii
Recent Activity
New Position
1.56%
$6.44M
127,253 shares@ $50.61 avg price
EFVIshares Tr
Recent Activity
New Position
1.41%
$5.822M
111,406 shares@ $52.27 avg price
MMITNew York Life Invts Active E
Recent Activity
New Position
1.39%
$5.751M
240,318 shares@ $23.94 avg price
AVGOBroadcom Inc
Recent Activity
New Position
1.37%
$5.639M
25,095 shares@ $224.71 avg price
VWOVanguard Intl Equity Index F
Recent Activity
New Position
1.31%
$5.402M
125,602 shares@ $43.01 avg price
IWPIshares Tr
Recent Activity
New Position
1.27%
$5.257M
41,015 shares@ $128.18 avg price
SPTLSpdr Ser Tr
Recent Activity
New Position
1.24%
$5.119M
200,431 shares@ $25.55 avg price
CWISpdr Index Shs Fds
Recent Activity
New Position
1.24%
$5.102M
184,650 shares@ $27.64 avg price
VIGVanguard Specialized Funds
Recent Activity
New Position
1.14%
$4.705M
24,105 shares@ $195.19 avg price