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
MSFTMicrosoft Corp Recent Activity New Position	0.66%	$2.725M 6,555 shares@ $415.65 avg price	New Position
IWFIshares Tr Recent Activity New Position	0.64%	$2.627M 6,646 shares@ $395.31 avg price	New Position
HDHome Depot Inc Recent Activity New Position	0.62%	$2.542M 6,471 shares@ $392.81 avg price	New Position
VTIPVanguard Malvern Fds Recent Activity New Position	0.62%	$2.54M 52,351 shares@ $48.53 avg price	New Position
IDVIshares Tr Recent Activity New Position	0.56%	$2.299M 84,270 shares@ $27.28 avg price	New Position
DIHPDimensional Etf Trust Recent Activity New Position	0.55%	$2.26M 89,854 shares@ $25.15 avg price	New Position
VXUSVanguard Star Fds Recent Activity New Position	0.54%	$2.205M 37,810 shares@ $58.33 avg price	New Position
TXNTexas Instrs Inc Recent Activity New Position	0.53%	$2.16M 11,164 shares@ $193.5 avg price	New Position
CVXChevron Corp New Recent Activity New Position	0.51%	$2.095M 13,351 shares@ $156.91 avg price	New Position
SLYVSpdr Ser Tr Recent Activity New Position	0.51%	$2.08M 23,951 shares@ $86.85 avg price	New Position