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
KOCoca Cola Co Recent Activity New Position	0.48%	$1.974M 31,820 shares@ $62.05 avg price	New Position
AMZNAmazon Com Inc Recent Activity New Position	0.48%	$1.958M 8,990 shares@ $217.76 avg price	New Position
IBMInternational Business Machs Recent Activity New Position	0.47%	$1.94M 8,910 shares@ $217.76 avg price	New Position
VZVerizon Communications Inc Recent Activity New Position	0.46%	$1.901M 49,657 shares@ $38.29 avg price	New Position
BLKBlackrock Inc Recent Activity New Position	0.45%	$1.84M 1,910 shares@ $963.39 avg price	New Position
MDYVSpdr Ser Tr Recent Activity New Position	0.44%	$1.807M 22,275 shares@ $81.15 avg price	New Position
MRKMerck & Co Inc Recent Activity New Position	0.44%	$1.788M 17,939 shares@ $99.65 avg price	New Position
METAMeta Platforms Inc Recent Activity New Position	0.43%	$1.768M 2,976 shares@ $594.23 avg price	New Position
VOTVanguard Index Fds Recent Activity New Position	0.41%	$1.675M 6,486 shares@ $258.33 avg price	New Position
TSLATesla Inc Recent Activity New Position	0.41%	$1.672M 4,219 shares@ $396.37 avg price	New Position