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JOSH OPP

@Brady Martz Wealth Solutions, Llc

Latest period2024 - Q4ReportedManaged Assets$414.541MTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SCHVSchwab Strategic Tr
Recent Activity
New Position
10.3%
$42.697M
1.631M shares@ $26.19 avg price
SCHGSchwab Strategic Tr
Recent Activity
New Position
7.74%
$32.076M
1.166M shares@ $27.51 avg price
SCHDSchwab Strategic Tr
Recent Activity
New Position
7.13%
$29.55M
1.074M shares@ $27.53 avg price
ITOTIshares Tr
Recent Activity
New Position
5.08%
$21.033M
164,278 shares@ $128.03 avg price
SCHFSchwab Strategic Tr
Recent Activity
New Position
3.66%
$15.153M
821,305 shares@ $18.45 avg price
AVUVAmerican Centy Etf Tr
Recent Activity
New Position
2.64%
$10.923M
112,199 shares@ $97.36 avg price
HYMBSpdr Ser Tr
Recent Activity
New Position
2.61%
$10.8M
428,570 shares@ $25.2 avg price
IDOGAlps Etf Tr
Recent Activity
New Position
2.43%
$10.041M
348,190 shares@ $28.84 avg price
SCHZSchwab Strategic Tr
Recent Activity
New Position
2.31%
$9.558M
425,198 shares@ $22.48 avg price
JEPIJ P Morgan Exchange Traded F
Recent Activity
New Position
1.94%
$8.002M
139,169 shares@ $57.51 avg price