JOSH OPP

@Brady Martz Wealth Solutions, Llc

Latest period2024 - Q4

Reported2d ago

Managed Assets$414.541M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
NVDANvidia Corporation Recent Activity New Position	1.11%	$4.576M 34,727 shares@ $131.77 avg price	New Position
IWSIshares Tr Recent Activity New Position	1.08%	$4.452M 34,151 shares@ $130.38 avg price	New Position
DFSDDimensional Etf Trust Recent Activity New Position	1%	$4.128M 88,288 shares@ $46.76 avg price	New Position
AVDVAmerican Centy Etf Tr Recent Activity New Position	0.94%	$3.855M 60,307 shares@ $63.94 avg price	New Position
DFEMDimensional Etf Trust Recent Activity New Position	0.91%	$3.733M 145,610 shares@ $25.65 avg price	New Position
SLYGSpdr Ser Tr Recent Activity New Position	0.89%	$3.68M 40,485 shares@ $90.9 avg price	New Position
VGITVanguard Scottsdale Fds Recent Activity New Position	0.88%	$3.628M 63,130 shares@ $57.47 avg price	New Position
VOEVanguard Index Fds Recent Activity New Position	0.86%	$3.561M 21,906 shares@ $162.55 avg price	New Position
AAPLApple Inc Recent Activity New Position	0.86%	$3.552M 15,225 shares@ $233.29 avg price	New Position
BSVOEa Series Trust Recent Activity New Position	0.84%	$3.446M 159,405 shares@ $21.62 avg price	New Position