Brady Martz Wealth Solutions, LLC Incresed Positions in Q2 2025

Brady Martz Wealth Solutions, LLC

  • $517 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ITOT
Ishares Core S&P Total U.S. St

ETFs
148K
+ 73.34%
$108.12 - $135.04 $16.1M - $20M
351K $47.4B
VGIT
Vanguard Intermediate Term Tre

ETFs
146K
+ 106.52%
$58.63 - $59.9 $8.56M - $8.75M
283K $16.9B
Ea Series Trust
322K
+ 99.35%
N/A
646K $13.2B
DFSD
Dimensional ETF Tr Short Durat

ETFs
129K
+ 82.97%
$47.09 - $48.01 $6.1M - $6.22M
286K $13.7B
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
117K
+ 291.37%
$46.77 - $47.89 $5.46M - $5.59M
157K $7.43B
AVDV
American Centy ETF Tr Avantis

ETFs
43.7K
+ 43.85%
$61.76 - $79.32 $2.7M - $3.47M
144K $11.4B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
80.8K
+ 76.61%
$49.57 - $50.27 $4M - $4.06M
186K $9.36B
DUHP
Dimensional ETF Tr Dimensional

ETFs
100K
+ 59.7%
$29.36 - $35.56 $2.94M - $3.56M
268K $9.53B
DIHP
Dimensional ETF Tr Dimensional

ETFs
104K
+ 67.32%
$24.32 - $29.74 $2.52M - $3.08M
258K $7.6B
IDEV
Ishares Core Msci Intl Develop

ETFs
33.2K
+ 45.67%
$61.79 - $76.67 $2.05M - $2.55M
106K $8.06B
AVEM
American Centy ETF Tr Avantis

ETFs
23.4K
+ 131.22%
$53.08 - $68.54 $1.24M - $1.6M
41.2K $2.82B
DISV
Dimensional ETF Tr Dimensional

ETFs
43.1K
+ 160.03%
$25.93 - $32.91 $1.12M - $1.42M
70K $2.3B
QUAL
Ishares Msci Usa Quality Facto

ETFs
6.45K
+ 395.4%
$152.42 - $182.82 $982K - $1.18M
8.08K $1.48B
VTI
Vanguard Total Stock Market Et

ETFs
100
+ 0.29%
$243.75 - $303.93 $24.4K - $30.4K
34.3K $10.4B
EFV
Msci Eafe Value ETF

ETFs
1.63K
+ 1.46%
$52.4 - $64.65 $85.5K - $106K
113K $7.18B
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
484
+ 0.26%
$26.38 - $32.66 $12.8K - $15.8K
187K $6.1B
IBM
International Business Machines Corp

Technology
99
+ 1.1%
$221.03 - $294.78 $21.9K - $29.2K
9.07K $2.67B
VUG
Vanguard Growth ETF

ETFs
529
+ 26.41%
$329.49 - $438.4 $174K - $232K
2.53K $1.11B
IDV
Ishares Tr

ETFs
1.97K
+ 2.32%
$27.79 - $34.84 $54.7K - $68.6K
86.7K $2.99B
VIG
Vanguard Dividend Appreciation

ETFs
344
+ 1.4%
N/A
25K $5.11B
TSLA
Tesla, Inc.

Consumer Cyclical
4
+ 0.1%
$221.86 - $362.89 $887 - $1.45K
4.2K $1.33B
NOW
Service Now, Inc.

Technology
13
+ 1.59%
$721.65 - $1040.18 $9.38K - $13.5K
831 $854M
Everus Constr Group
154
+ 2.3%
N/A
6.86K $435M
BAC
Bank Of America Corp

Financial Services
869
+ 3.44%
$34.39 - $47.46 $29.9K - $41.2K
26.1K $1.24B
Lam Research Corp
569
+ 13.18%
N/A
4.89K $476M
WFC
Wells Fargo & Company

Financial Services
1.28K
+ 26.98%
$60.98 - $80.12 $77.9K - $102K
6.01K $482M
IWN
Ishares Russell2000 Val ETF

ETFs
40
+ 0.22%
$131.84 - $157.76 $5.27K - $6.31K
17.9K $2.82B
IBKR
Interactive Brokers Group, Inc.

Financial Services
5.37K
+ 300.0%
$50.53 - $212.53 $271K - $1.14M
7.16K $397M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
107
+ 0.99%
$50.08 - $63.14 $5.36K - $6.76K
10.9K $687M
AXP
American Express CO

Financial Services
1
+ 0.06%
$231.39 - $318.98 $231 - $319
1.8K $574M
T
At&T Inc.

Communication Services
1.97K
+ 15.55%
$26.33 - $28.94 $51.8K - $57K
14.6K $423M
DFUS
Dimensional ETF Tr U S Equity

ETFs
407
+ 7.56%
$53.65 - $67.02 $21.8K - $27.3K
5.79K $388M
FAST
Fastenal CO

Industrials
9.64K
+ 98.84%
$40.65 - $83.16 $392K - $801K
19.4K $814M
COST
Costco Wholesale Corp

Consumer Defensive
1
+ 0.08%
$908.13 - $1056.85 $908 - $1.06K
1.24K $1.22B
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
1
+ 0.04%
$76.98 - $98.31 $77 - $98.3
2.36K $232M
CMI
Cummins Inc

Industrials
1
+ 0.1%
$267.12 - $336.65 $267 - $337
1.03K $336M
SUB
Ishares Short Term National Mu

ETFs
43
+ 0.45%
$104.77 - $106.34 $4.51K - $4.57K
9.67K $1.03B
MDU
Mdu Resources Group Inc

Industrials
650
+ 2.42%
$15.6 - $17.76 $10.1K - $11.5K
27.5K $458M
AMT
American Tower Corp

Real Estate
3
+ 0.3%
$203.96 - $228.19 $612 - $685
1.02K $225M
KO
Coca Cola CO

Consumer Defensive
326
+ 1.04%
$68.37 - $73.9 $22.3K - $24.1K
31.8K $2.25B
COP
Conocophillips

Energy
1.23K
+ 14.83%
$82.66 - $106.1 $102K - $130K
9.52K $854M
MO
Altria Group, Inc.

Consumer Defensive
139
+ 0.53%
$55.56 - $60.91 $7.72K - $8.47K
26.5K $1.56B
Knife River Corp
152
+ 2.29%
N/A
6.79K $554M
PG
Procter & Gamble CO

Consumer Defensive
75
+ 1.25%
$157.66 - $172.39 $11.8K - $12.9K
6.08K $968M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
85
+ 3.74%
$483.48 - $539.8 $41.1K - $45.9K
2.36K $1.15B
JNJ
Johnson & Johnson

Healthcare
47
+ 0.76%
$146.36 - $159.82 $6.88K - $7.51K
6.19K $946M
Activity Summary
Buys All Purchases 58 New Holdings 11 Increased Positions 47 Sells All Sells 81 Reductions 81 Sold out 0 Options Calls 0 Puts 0
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