Brady Martz Wealth Solutions, LLC Purchases in Q4 2024

Brady Martz Wealth Solutions, LLC

  • $415 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHV
Schwab Strategic Tr Us Large C

ETFs
1.63M
New
$25.79 - $80.4 $42.1M - $131M
1.63M $42.7B
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.17M
New
$25.93 - $105.3 $30.2M - $123M
1.17M $32.1B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.07M
New
$26.93 - $84.95 $28.9M - $91.2M
1.07M $29.5B
ITOT
Ishares Core S&P Total U.S. St

ETFs
164K
New
$124.26 - $134.12 $20.4M - $22M
164K $21B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
821K
New
$18.41 - $40.87 $15.1M - $33.6M
821K $15.2B
AVUV
American Centy ETF Tr Avantis

ETFs
112K
New
$94.37 - $106.41 $10.6M - $11.9M
112K $10.9B
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
429K
New
$25.3 - $26.31 $10.8M - $11.3M
429K $10.8B
IDOG
Alps ETF Tr Intl Sector Divid

ETFs
348K
New
$28.25 - $31.75 $9.84M - $11.1M
348K $10B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
425K
New
$22.63 - $47.53 $9.62M - $20.2M
425K $9.56B
JEPI
J P Morgan Exchange Traded Fd

ETFs
139K
New
$57.53 - $60.83 $8.01M - $8.47M
139K $8B
FMB
First Tr Exchange Traded Fd Ii

ETFs
127K
New
$50.62 - $52.07 $6.44M - $6.63M
127K $6.44B
EFV
Msci Eafe Value ETF

ETFs
111K
New
$51.78 - $57.15 $5.77M - $6.37M
111K $5.82B
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
240K
New
$23.99 - $24.55 $5.77M - $5.9M
240K $5.75B
AVGO
Broadcom Inc.

Technology
25.1K
New
$159.67 - $250.0 $4.01M - $6.27M
25.1K $5.64B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
126K
New
$44.04 - $49.49 $5.53M - $6.22M
126K $5.4B
IWP
Ishares Russell Mid Cap Growth

ETFs
41K
New
$116.4 - $138.52 $4.77M - $5.68M
41K $5.26B
SPTL
Spdr Portfolio Long Term Treas

ETFs
200K
New
$26.05 - $29.17 $5.22M - $5.85M
200K $5.12B
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
185K
New
$27.88 - $30.51 $5.15M - $5.63M
185K $5.1B
VIG
Vanguard Dividend Appreciation

ETFs
24.1K
New
N/A
24.1K $4.7B
NVDA
Nvidia Corp

Technology
34.7K
New
$117.0 - $148.88 $4.06M - $5.17M
34.7K $4.58B
IWS
Ishares Russell Midcap Value E

ETFs
34.2K
New
$128.08 - $140.32 $4.37M - $4.79M
34.2K $4.45B
DFSD
Dimensional ETF Tr Short Durat

ETFs
88.3K
New
$46.75 - $47.8 $4.13M - $4.22M
88.3K $4.13B
AVDV
American Centy ETF Tr Avantis

ETFs
60.3K
New
$63.85 - $70.4 $3.85M - $4.25M
60.3K $3.86B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
146K
New
$26.16 - $28.82 $3.81M - $4.2M
146K $3.73B
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
40.5K
New
$89.9 - $100.66 $3.64M - $4.08M
40.5K $3.68B
VGIT
Vanguard Intermediate Term Tre

ETFs
63.1K
New
$57.78 - $60.4 $3.65M - $3.81M
63.1K $3.63B
VOE
Vanguard Mid Cap Value Index F

ETFs
21.9K
New
$160.89 - $176.18 $3.52M - $3.86M
21.9K $3.56B
AAPL
Apple Inc.

Technology
15.2K
New
$221.69 - $259.02 $3.38M - $3.94M
15.2K $3.55B
Ea Series Trust
159K
New
N/A
159K $3.45B
HYD
Vaneck High Yield Muni ETF

ETFs
64.8K
New
$51.09 - $53.06 $3.31M - $3.44M
64.8K $3.33B
IDEV
Ishares Core Msci Intl Develop

ETFs
49K
New
$64.18 - $70.42 $3.15M - $3.45M
49K $3.14B
DUHP
Dimensional ETF Tr Dimensional

ETFs
89.8K
New
$33.62 - $35.69 $3.02M - $3.21M
89.8K $3.03B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
58.9K
New
$51.09 - $55.27 $3.01M - $3.26M
58.9K $3B
IWN
Ishares Russell2000 Val ETF

ETFs
18K
New
$162.69 - $181.35 $2.92M - $3.26M
18K $2.93B
MUB
Ishares National Muni Bond ETF

ETFs
27.4K
New
$105.78 - $108.7 $2.9M - $2.98M
27.4K $2.89B
IEMG
Ishares Inc

ETFs
55.8K
New
N/A
55.8K $2.87B
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
55.8K
New
$50.53 - $55.55 $2.82M - $3.1M
55.8K $2.86B
JPM
Jpmorgan Chase & CO

Financial Services
11.4K
New
$205.18 - $250.29 $2.34M - $2.85M
11.4K $2.82B
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
55.3K
New
$50.02 - $51.24 $2.76M - $2.83M
55.3K $2.75B
MSFT
Microsoft Corp

Technology
6.56K
New
$406.35 - $454.46 $2.66M - $2.98M
6.56K $2.72B
IWF
Ishares Russell 1000 Gr ETF

ETFs
6.65K
New
$370.24 - $418.94 $2.46M - $2.78M
6.65K $2.63B
HD
Home Depot, Inc.

Consumer Cyclical
6.47K
New
$385.02 - $431.37 $2.49M - $2.79M
6.47K $2.54B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
52.4K
New
$48.33 - $49.08 $2.53M - $2.57M
52.4K $2.54B
IDV
Ishares Tr

ETFs
84.3K
New
$27.03 - $29.92 $2.28M - $2.52M
84.3K $2.3B
DIHP
Dimensional ETF Tr Dimensional

ETFs
89.9K
New
$25.15 - $27.57 $2.26M - $2.48M
89.9K $2.26B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
37.8K
New
$58.88 - $64.8 $2.23M - $2.45M
37.8K $2.21B
TXN
Texas Instruments Inc

Technology
11.2K
New
N/A
11.2K $2.16B
CVX
Chevron Corp

Energy
13.4K
New
$141.15 - $162.53 $1.88M - $2.17M
13.4K $2.09B
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
24K
New
$84.34 - $95.14 $2.02M - $2.28M
24K $2.08B
Activity Summary
Buys All Purchases 140 New Holdings 140 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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