Brady Martz Wealth Solutions, LLC Purchases in Q1 2025

Brady Martz Wealth Solutions, LLC

  • $442 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
34.2K
New
$271.18 - $303.12 $9.29M - $10.4M
34.2K $9.41B
VGIT
Vanguard Intermediate Term Tre

ETFs
74K
+ 117.21%
$57.44 - $59.4 $4.25M - $4.4M
137K $8.15B
ITOT
Ishares Core S&P Total U.S. St

ETFs
38.1K
+ 23.21%
$120.29 - $134.6 $4.59M - $5.13M
202K $24.7B
DFSD
Dimensional ETF Tr Short Durat

ETFs
67.8K
+ 76.77%
$46.74 - $47.55 $3.17M - $3.22M
156K $7.42B
AVDV
American Centy ETF Tr Avantis

ETFs
39.5K
+ 65.44%
$63.74 - $71.96 $2.52M - $2.84M
99.8K $6.96B
Ea Series Trust
165K
+ 103.28%
N/A
324K $6.3B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
53.1K
+ 101.34%
$48.43 - $49.9 $2.57M - $2.65M
105K $5.26B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
95.5K
+ 65.58%
$25.35 - $27.46 $2.42M - $2.62M
241K $6.38B
DUHP
Dimensional ETF Tr Dimensional

ETFs
78K
+ 86.87%
$32.57 - $35.82 $2.54M - $2.8M
168K $5.56B
DIHP
Dimensional ETF Tr Dimensional

ETFs
64.1K
+ 71.37%
$25.1 - $27.85 $1.61M - $1.79M
154K $4.15B
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
24.8K
+ 162.24%
$47.35 - $48.24 $1.17M - $1.19M
40K $1.9B
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
1.51K
+ 0.82%
$27.47 - $30.62 $41.4K - $46.1K
186K $5.51B
IDV
Ishares Tr

ETFs
508
+ 0.6%
$27.0 - $31.7 $13.7K - $16.1K
84.8K $2.63B
IBM
International Business Machines Corp

Technology
57
+ 0.64%
$217.4 - $264.74 $12.4K - $15.1K
8.97K $2.23B
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.63K
New
$168.16 - $186.21 $274K - $304K
1.63K $279M
AMT
American Tower Corp

Real Estate
1.01K
New
$173.46 - $217.6 $176K - $220K
1.01K $221M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
2.91K
New
$67.08 - $76.14 $195K - $222K
2.91K $215M
ABBV
Abb Vie Inc.

Healthcare
22
+ 0.37%
$169.2 - $216.66 $3.72K - $4.77K
6.02K $1.26B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
19
+ 0.84%
$442.66 - $534.52 $8.41K - $10.2K
2.28K $1.21B
IEMG
Ishares Inc

ETFs
630
+ 1.13%
N/A
56.4K $3.04B
SUB
Ishares Short Term National Mu

ETFs
1.33K
+ 16.08%
$105.3 - $106.24 $140K - $142K
9.63K $1.02B
JNJ
Johnson & Johnson

Healthcare
10
+ 0.16%
$142.06 - $167.7 $1.42K - $1.68K
6.14K $1.02B
XOM
Exxon Mobil Corp

Energy
63
+ 0.49%
$105.44 - $118.93 $6.64K - $7.49K
12.9K $1.54B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
2.27K
+ 3.84%
$49.78 - $53.19 $113K - $121K
61.2K $3.13B
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
3.47K
+ 0.81%
$25.12 - $26.05 $87.3K - $90.5K
432K $10.9B
DISV
Dimensional ETF Tr Dimensional

ETFs
208
+ 0.78%
$26.09 - $30.21 $5.43K - $6.28K
26.9K $784M
VIG
Vanguard Dividend Appreciation

ETFs
509
+ 2.11%
N/A
24.6K $4.77B
DE
Deere & CO

Industrials
3
+ 0.21%
$408.57 - $509.27 $1.23K - $1.53K
1.46K $683M
Linde PLC
5
+ 0.44%
N/A
1.15K $533M
MA
Mastercard Inc

Financial Services
2
+ 0.24%
$504.67 - $576.31 $1.01K - $1.15K
831 $455M
FMB
First Tr Exchange Traded Fd Ii

ETFs
977
+ 0.77%
$50.17 - $51.45 $49K - $50.3K
128K $6.47B
BMY
Bristol Myers Squibb CO

Healthcare
2
+ 0.05%
$53.9 - $63.11 $108 - $126
4.29K $262M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
226
+ 0.41%
$49.69 - $50.76 $11.2K - $11.5K
55.5K $2.78B
WFC
Wells Fargo & Company

Financial Services
12
+ 0.25%
$66.78 - $81.42 $801 - $977
4.74K $340M
DFUS
Dimensional ETF Tr U S Equity

ETFs
198
+ 3.82%
$59.61 - $66.71 $11.8K - $13.2K
5.39K $326M
INTU
Intuit Inc

Technology
2
+ 0.36%
$555.63 - $630.23 $1.11K - $1.26K
550 $338M
AMD
Advanced Micro Devices Inc

Technology
409
+ 9.86%
$96.63 - $129.55 $39.5K - $53K
4.56K $468M
IVW
Ishares S&P 500 Growth ETF

ETFs
1
+ 0.03%
$92.45 - $106.69 $92.5 - $107
3K $279M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
14
+ 0.29%
$47.79 - $59.89 $669 - $838
4.76K $239M
SNPS
Synopsys Inc

Technology
1
+ 0.18%
$428.58 - $551.54 $429 - $552
570 $244M
JEPI
J P Morgan Exchange Traded Fd

ETFs
132
+ 0.09%
$56.17 - $59.71 $7.41K - $7.88K
139K $7.96B
ISRG
Intuitive Surgical Inc

Healthcare
3
+ 0.29%
$476.63 - $610.45 $1.43K - $1.83K
1.03K $511M
META
Meta Platforms, Inc.

Communication Services
6
+ 0.2%
$576.36 - $736.67 $3.46K - $4.42K
2.98K $1.72B
CMI
Cummins Inc

Industrials
2
+ 0.2%
$312.92 - $386.07 $626 - $772
1.02K $321M
ACN
Accenture PLC

Technology
20
+ 1.25%
$300.91 - $398.25 $6.02K - $7.97K
1.62K $506M
AXP
American Express CO

Financial Services
1
+ 0.06%
$255.39 - $325.87 $255 - $326
1.8K $484M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
209
+ 0.37%
$48.02 - $53.02 $10K - $11.1K
56.1K $2.78B
BAC
Bank Of America Corp

Financial Services
133
+ 0.53%
$39.61 - $47.74 $5.27K - $6.35K
25.2K $1.05B
HD
Home Depot, Inc.

Consumer Cyclical
104
+ 1.61%
$347.25 - $424.87 $36.1K - $44.2K
6.58K $2.41B
Activity Summary
Buys All Purchases 55 New Holdings 4 Increased Positions 51 Sells All Sells 71 Reductions 71 Sold out 0 Options Calls 0 Puts 0
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