Brady Martz Wealth Solutions, LLC New Holdings in Q4 2024

Brady Martz Wealth Solutions, LLC

  • $415 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
KO
Coca Cola CO

Consumer Defensive
31.8K
New
$61.74 - $71.71 $1.96M - $2.28M
31.8K $1.97B
AMZN
Amazon Com Inc

Consumer Cyclical
8.99K
New
$180.88 - $232.93 $1.63M - $2.09M
8.99K $1.96B
IBM
International Business Machines Corp

Technology
8.91K
New
$204.9 - $238.04 $1.83M - $2.12M
8.91K $1.94B
VZ
Verizon Communications Inc

Communication Services
49.7K
New
$39.6 - $45.21 $1.97M - $2.24M
49.7K $1.9B
Blackrock Inc
1.91K
New
N/A
1.91K $1.84B
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
22.3K
New
$78.43 - $87.17 $1.75M - $1.94M
22.3K $1.81B
MRK
Merck & Co., Inc.

Healthcare
17.9K
New
$96.31 - $114.76 $1.73M - $2.06M
17.9K $1.79B
META
Meta Platforms, Inc.

Communication Services
2.98K
New
$554.08 - $632.68 $1.65M - $1.88M
2.98K $1.77B
VOT
Vanguard Mid Cap Growth Index

ETFs
6.49K
New
$241.48 - $274.89 $1.57M - $1.78M
6.49K $1.68B
TSLA
Tesla, Inc.

Consumer Cyclical
4.22K
New
$213.65 - $479.86 $901K - $2.02M
4.22K $1.67B
GOOGL
Alphabet Inc.

Communication Services
8.26K
New
$161.86 - $196.66 $1.34M - $1.63M
8.26K $1.57B
PFE
Pfizer Inc

Healthcare
57.7K
New
$24.8 - $30.19 $1.43M - $1.74M
57.7K $1.52B
CSCO
Cisco Systems, Inc.

Technology
24.3K
New
$52.45 - $60.02 $1.28M - $1.46M
24.3K $1.44B
XOM
Exxon Mobil Corp

Energy
12.9K
New
$105.51 - $125.37 $1.36M - $1.61M
12.9K $1.41B
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
26.7K
New
$51.58 - $52.91 $1.38M - $1.41M
26.7K $1.37B
MO
Altria Group, Inc.

Consumer Defensive
26.7K
New
$49.06 - $57.74 $1.31M - $1.54M
26.7K $1.37B
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
15.5K
New
$86.65 - $94.9 $1.34M - $1.47M
15.5K $1.36B
USB
Us Bancorp \De\

Financial Services
27.4K
New
$43.98 - $53.66 $1.2M - $1.47M
27.4K $1.34B
IWO
Ishares Russell 2000 Gwt ETF

ETFs
4.45K
New
$278.19 - $315.36 $1.24M - $1.4M
4.45K $1.28B
LMT
Lockheed Martin Corp

Industrials
2.61K
New
$479.66 - $614.62 $1.25M - $1.61M
2.61K $1.27B
AMGN
Amgen Inc

Healthcare
4.66K
New
$258.78 - $328.31 $1.21M - $1.53M
4.66K $1.25B
AVEM
American Centy ETF Tr Avantis

ETFs
21.4K
New
$58.59 - $66.14 $1.25M - $1.41M
21.4K $1.23B
EOG
Eog Resources Inc

Energy
8.97K
New
$118.22 - $136.54 $1.06M - $1.22M
8.97K $1.22B
V
Visa Inc.

Financial Services
3.93K
New
$273.87 - $320.91 $1.08M - $1.26M
3.93K $1.21B
DFAX
Dimensional ETF Tr
48.3K
New
$24.76 - $27.04 $1.2M - $1.31M
48.3K $1.19B
BAC
Bank Of America Corp

Financial Services
25.1K
New
$39.22 - $47.77 $985K - $1.2M
25.1K $1.15B
COST
Costco Wholesale Corp

Consumer Defensive
1.25K
New
$873.59 - $994.69 $1.09M - $1.24M
1.25K $1.15B
ADP
Automatic Data Processing Inc

Industrials
3.65K
New
$280.08 - $307.97 $1.02M - $1.13M
3.65K $1.07B
ABBV
Abb Vie Inc.

Healthcare
6K
New
$164.99 - $203.87 $990K - $1.22M
6K $1.05B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.26K
New
$442.29 - $483.08 $998K - $1.09M
2.26K $1.02B
UNH
Unitedhealth Group Inc

Healthcare
1.8K
New
$485.52 - $625.25 $873K - $1.12M
1.8K $978M
PG
Procter & Gamble CO

Consumer Defensive
6.09K
New
$161.05 - $179.7 $980K - $1.09M
6.09K $972M
FLRN
Spdr Bloomberg Investment Grad

ETFs
31.1K
New
$30.67 - $30.84 $954K - $959K
31.1K $958M
JNJ
Johnson & Johnson

Healthcare
6.13K
New
$143.34 - $165.86 $879K - $1.02M
6.13K $888M
COP
Conocophillips

Energy
8.46K
New
$95.12 - $114.72 $805K - $971K
8.46K $888M
MMM
3 M CO

Industrials
6.47K
New
$124.74 - $137.12 $807K - $887K
6.47K $887M
NFLX
Netflix Inc

Communication Services
1.07K
New
$687.65 - $936.56 $733K - $998K
1.07K $883M
SUB
Ishares Short Term National Mu

ETFs
8.3K
New
$104.94 - $106.2 $870K - $881K
8.3K $873M
LLY
Eli Lilly & CO

Healthcare
1.14K
New
$727.2 - $932.06 $828K - $1.06M
1.14K $848M
NOW
Service Now, Inc.

Technology
816
New
$867.18 - $1148.42 $708K - $937K
816 $842M
VUG
Vanguard Growth ETF

ETFs
2.01K
New
$378.79 - $428.11 $760K - $859K
2.01K $810M
ITW
Illinois Tool Works Inc

Industrials
3.12K
New
$253.56 - $278.5 $791K - $869K
3.12K $789M
BKNG
Booking Holdings Inc.

Consumer Cyclical
157
New
$4100.99 - $5300.34 $644K - $832K
157 $752M
KMB
Kimberly Clark Corp

Consumer Defensive
5.94K
New
$130.37 - $146.09 $774K - $867K
5.94K $749M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
15.3K
New
$47.65 - $48.6 $727K - $742K
15.3K $727M
FAST
Fastenal CO

Industrials
9.8K
New
$69.99 - $84.35 $686K - $827K
9.8K $723M
VLO
Valero Energy Corp

Energy
5.25K
New
$118.59 - $144.02 $622K - $756K
5.25K $703M
DISV
Dimensional ETF Tr Dimensional

ETFs
26.7K
New
$26.18 - $28.77 $700K - $769K
26.7K $702M
Knife River Corp
6.73K
New
N/A
6.73K $675M
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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