Brady Martz Wealth Solutions, LLC Purchases in Q3 2025

Brady Martz Wealth Solutions, LLC

  • $551 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ITOT
Ishares Core S&P Total U.S. St

ETFs
20.8K
+ 5.92%
$135.0 - $146.02 $2.81M - $3.04M
372K $54.1B
Ea Series Trust
36K
+ 5.57%
N/A
682K $15.4B
AVDV
American Centy ETF Tr Avantis

ETFs
3.38K
+ 2.36%
$79.24 - $89.03 $268K - $301K
147K $13.1B
DUHP
Dimensional ETF Tr Dimensional

ETFs
20.9K
+ 7.79%
$35.76 - $37.93 $747K - $792K
289K $10.9B
AVGO
Broadcom Inc.

Technology
76
+ 0.31%
$264.74 - $369.57 $20.1K - $28.1K
24.5K $8.07B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
5.71K
+ 1.8%
$29.55 - $32.52 $169K - $186K
322K $10.3B
VGIT
Vanguard Intermediate Term Tre

ETFs
14.4K
+ 5.08%
$58.97 - $60.36 $848K - $868K
298K $17.9B
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
16.1K
+ 10.3%
$47.18 - $48.17 $762K - $778K
173K $8.29B
DIHP
Dimensional ETF Tr Dimensional

ETFs
17.7K
+ 6.89%
$28.69 - $30.59 $509K - $543K
275K $8.37B
IDEV
Ishares Core Msci Intl Develop

ETFs
4.14K
+ 3.91%
$74.68 - $80.26 $309K - $332K
110K $8.83B
DFSD
Dimensional ETF Tr Short Durat

ETFs
13.6K
+ 4.78%
$47.86 - $48.43 $653K - $661K
299K $14.4B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.39K
+ 1.12%
$49.43 - $54.52 $68.7K - $75.8K
125K $6.79B
IDOG
Alps ETF Tr Intl Sector Divid

ETFs
9
+ 0.0%
$33.71 - $36.62 $303 - $330
342K $12.2B
GOOGL
Alphabet Inc.

Communication Services
74
+ 0.89%
$174.36 - $254.72 $12.9K - $18.8K
8.35K $2.03B
TSLA
Tesla, Inc.

Consumer Cyclical
35
+ 0.83%
$293.94 - $444.72 $10.3K - $15.6K
4.24K $1.88B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
641
New
$567.77 - $614.76 $364K - $394K
641 $393M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
6.28K
+ 3.37%
$49.78 - $50.75 $313K - $319K
192K $9.74B
IWN
Ishares Russell2000 Val ETF

ETFs
27
+ 0.15%
$157.1 - $178.94 $4.24K - $4.83K
17.9K $3.17B
JPM
Jpmorgan Chase & CO

Financial Services
17
+ 0.15%
$282.78 - $316.06 $4.81K - $5.37K
11.2K $3.55B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4.42K
New
$62.09 - $66.51 $274K - $294K
4.42K $288M
ABBV
Abb Vie Inc.

Healthcare
13
+ 0.22%
$184.85 - $231.54 $2.4K - $3.01K
6K $1.39B
DFSV
Dimensional ETF Tr Dimensional

ETFs
3.47K
+ 5.08%
$29.2 - $32.74 $101K - $114K
71.8K $2.29B
HD
Home Depot, Inc.

Consumer Cyclical
33
+ 0.51%
$357.4 - $423.42 $11.8K - $14K
6.57K $2.66B
IVV
Ishares Core S&P 500 ETF

ETFs
353
+ 92.41%
$620.67 - $670.08 $219K - $237K
735 $492M
SPY
Spdr S&P 500 ETF Trust

ETFs
360
New
$617.65 - $666.84 $222K - $240K
360 $240M
Blackrock Inc
4
+ 0.21%
N/A
1.91K $2.23B
CAT
Caterpillar Inc

Industrials
475
New
$390.92 - $477.15 $186K - $227K
475 $227M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.21K
New
$97.75 - $100.75 $216K - $222K
2.21K $221M
IEFA
Ishares Tr

ETFs
2.46K
New
$81.7 - $87.53 $201K - $215K
2.46K $214M
IDV
Ishares Tr

ETFs
909
+ 1.05%
$34.54 - $37.28 $31.4K - $33.9K
87.7K $3.2B
VEA
Vanguard Ftse Developed Market

ETFs
2.63K
+ 14.55%
$56.02 - $60.3 $147K - $158K
20.7K $1.24B
MO
Altria Group, Inc.

Consumer Defensive
145
+ 0.55%
$57.75 - $67.68 $8.37K - $9.81K
26.7K $1.76B
DISV
Dimensional ETF Tr Dimensional

ETFs
26
+ 0.04%
$32.78 - $35.79 $852 - $931
70.1K $2.5B
Lam Research Corp
5
+ 0.1%
N/A
4.89K $655M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
5
+ 0.02%
$87.69 - $96.0 $438 - $480
32.1K $3.02B
CVX
Chevron Corp

Energy
4
+ 0.03%
$145.57 - $161.83 $582 - $647
13.2K $2.05B
VUG
Vanguard Growth ETF

ETFs
89
+ 3.52%
$433.97 - $484.08 $38.6K - $43.1K
2.62K $1.26B
FAST
Fastenal CO

Industrials
30
+ 0.15%
$42.47 - $50.39 $1.27K - $1.51K
19.4K $952M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
204
+ 0.37%
$50.02 - $53.28 $10.2K - $10.9K
55.1K $2.88B
BAC
Bank Of America Corp

Financial Services
42
+ 0.16%
$44.92 - $52.42 $1.89K - $2.2K
26.2K $1.35B
AMD
Advanced Micro Devices Inc

Technology
109
+ 2.4%
$134.8 - $184.42 $14.7K - $20.1K
4.66K $754M
CMI
Cummins Inc

Industrials
2
+ 0.2%
$327.85 - $426.39 $656 - $853
1.03K $434M
MRK
Merck & Co., Inc.

Healthcare
7
+ 0.04%
$77.6 - $87.37 $543 - $612
17.8K $1.49B
TMO
Thermo Fisher Scientific Inc.

Healthcare
11
+ 1.23%
$404.94 - $499.99 $4.45K - $5.5K
904 $438M
XOM
Exxon Mobil Corp

Energy
34
+ 0.26%
$105.83 - $117.22 $3.6K - $3.99K
13K $1.46B
JEPI
J P Morgan Exchange Traded Fd

ETFs
409
+ 0.3%
$55.61 - $57.37 $22.7K - $23.5K
137K $7.81B
HYD
Vaneck High Yield Muni ETF

ETFs
33
+ 0.05%
$48.85 - $50.94 $1.61K - $1.68K
63.9K $3.25B
VZ
Verizon Communications Inc

Communication Services
125
+ 0.26%
$40.84 - $45.06 $5.11K - $5.63K
48.7K $2.14B
DFUS
Dimensional ETF Tr U S Equity

ETFs
40
+ 0.69%
$67.01 - $72.84 $2.68K - $2.91K
5.83K $423M
Activity Summary
Buys All Purchases 71 New Holdings 6 Increased Positions 65 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
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