Brady Martz Wealth Solutions, LLC has filed its 13F form on January 16, 2025 for Q4 2024 where it was disclosed a total value porftolio of $415 Billion distributed in 140 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $42.7B, Schwab Strategic Tr Us Large C with a value of $32.1B, Schwab Strategic Tr Us Dividen with a value of $29.5B, Ishares Core S&P Total U.S. St with a value of $21B, and Schwab Strategic Tr Intl Eqty with a value of $15.2B.

Examining the 13F form we can see an increase of $415B in the current position value.

Brady Martz Wealth Solutions, LLC is based out at Grand Forks, ND

Below you can find more details about Brady Martz Wealth Solutions, LLC portfolio as well as his latest detailed transactions.

Portfolio value $415 Billion
ETFs: $326 Billion
Technology: $25.6 Billion
Healthcare: $9.62 Billion
Financial Services: $9.17 Billion
Consumer Defensive: $8.06 Billion
Industrials: $7.29 Billion
Consumer Cyclical: $7.19 Billion
Communication Services: $6.66 Billion
Other: $6.32 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 140
  • Current Value $415 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 16, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 140 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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