JOSH OPP

@Brady Martz Wealth Solutions, Llc

Latest period2024 - Q4

Reported3d 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
HYDVaneck Etf Trust Recent Activity New Position	0.81%	$3.329M 64,821 shares@ $51.35 avg price	New Position
IDEVIshares Tr Recent Activity New Position	0.76%	$3.138M 49,025 shares@ $64.01 avg price	New Position
DUHPDimensional Etf Trust Recent Activity New Position	0.73%	$3.026M 89,833 shares@ $33.68 avg price	New Position
SPYVSpdr Ser Tr Recent Activity New Position	0.73%	$3.005M 58,943 shares@ $50.98 avg price	New Position
IWNIshares Tr Recent Activity New Position	0.71%	$2.93M 17,951 shares@ $163.21 avg price	New Position
MUBIshares Tr Recent Activity New Position	0.7%	$2.889M 27,422 shares@ $105.36 avg price	New Position
IEMGIshares Inc Recent Activity New Position	0.7%	$2.866M 55,785 shares@ $51.38 avg price	New Position
DONWisdomtree Tr Recent Activity New Position	0.69%	$2.86M 55,842 shares@ $51.22 avg price	New Position
JPMJpmorgan Chase & Co. Recent Activity New Position	0.69%	$2.821M 11,398 shares@ $247.48 avg price	New Position
JMUBJ P Morgan Exchange Traded F Recent Activity New Position	0.67%	$2.753M 55,277 shares@ $49.8 avg price	New Position