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
LMTLockheed Martin Corp Recent Activity New Position	0.31%	$1.266M 2,613 shares@ $484.4 avg price	New Position
AMGNAmgen Inc Recent Activity New Position	0.31%	$1.245M 4,662 shares@ $267.12 avg price	New Position
AVEMAmerican Centy Etf Tr Recent Activity New Position	0.3%	$1.234M 21,379 shares@ $57.71 avg price	New Position
EOGEog Res Inc Recent Activity New Position	0.3%	$1.218M 8,968 shares@ $135.77 avg price	New Position
VVisa Inc Recent Activity New Position	0.3%	$1.215M 3,930 shares@ $309.1 avg price	New Position
DFAXDimensional Etf Trust Recent Activity New Position	0.29%	$1.188M 48,329 shares@ $24.59 avg price	New Position
BACBank America Corp Recent Activity New Position	0.28%	$1.15M 25,113 shares@ $45.78 avg price	New Position
COSTCostco Whsl Corp New Recent Activity New Position	0.28%	$1.147M 1,250 shares@ $917.22 avg price	New Position
ADPAutomatic Data Processing In Recent Activity New Position	0.26%	$1.066M 3,653 shares@ $291.69 avg price	New Position
ABBVAbbvie Inc Recent Activity New Position	0.26%	$1.053M 6,001 shares@ $175.56 avg price	New Position