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
BRK.BBerkshire Hathaway Inc Del Recent Activity New Position	0.25%	$1.015M 2,256 shares@ $450.04 avg price	New Position
UNHUnitedhealth Group Inc Recent Activity New Position	0.24%	$978,235 1,799 shares@ $543.77 avg price	New Position
PGProcter And Gamble Co Recent Activity New Position	0.24%	$972,410 6,087 shares@ $159.76 avg price	New Position
FLRNSpdr Ser Tr Recent Activity New Position	0.24%	$958,037 31,095 shares@ $30.82 avg price	New Position
JNJJohnson & Johnson Recent Activity New Position	0.22%	$887,861 6,134 shares@ $144.75 avg price	New Position
COPConocophillips Recent Activity New Position	0.22%	$887,599 8,463 shares@ $104.88 avg price	New Position
MMM3m Co Recent Activity New Position	0.22%	$887,474 6,468 shares@ $137.21 avg price	New Position
NFLXNetflix Inc Recent Activity New Position	0.22%	$883,074 1,066 shares@ $828.4 avg price	New Position
SUBIshares Tr Recent Activity New Position	0.22%	$873,464 8,295 shares@ $105.31 avg price	New Position
LLYEli Lilly & Co Recent Activity New Position	0.21%	$847,678 1,138 shares@ $744.89 avg price	New Position