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
PEPPepsico Inc Recent Activity New Position	0.4%	$1.645M 11,346 shares@ $144.96 avg price	New Position
GOOGLAlphabet Inc Recent Activity New Position	0.38%	$1.567M 8,263 shares@ $189.67 avg price	New Position
PFEPfizer Inc Recent Activity New Position	0.37%	$1.524M 57,714 shares@ $26.42 avg price	New Position
CSCOCisco Sys Inc Recent Activity New Position	0.35%	$1.442M 24,309 shares@ $59.33 avg price	New Position
XOMExxon Mobil Corp Recent Activity New Position	0.35%	$1.412M 12,867 shares@ $109.72 avg price	New Position
MUNIPimco Etf Tr Recent Activity New Position	0.34%	$1.373M 26,723 shares@ $51.38 avg price	New Position
MOAltria Group Inc Recent Activity New Position	0.34%	$1.37M 26,683 shares@ $51.36 avg price	New Position
MDYGSpdr Ser Tr Recent Activity New Position	0.33%	$1.363M 15,466 shares@ $88.11 avg price	New Position
USBUs Bancorp Del Recent Activity New Position	0.33%	$1.344M 27,386 shares@ $49.06 avg price	New Position
IWOIshares Tr Recent Activity New Position	0.31%	$1.276M 4,452 shares@ $286.7 avg price	New Position