Brady Martz Wealth Solutions, LLC Reduced Holdings in Q3 2025

Brady Martz Wealth Solutions, LLC

  • $551 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-54.7K
- 6.47%
$26.38 - $27.95 $1.44M - $1.53M
791K $21.6B
SUB
Ishares Short Term National Mu

ETFs
-3.1K
- 32.08%
$106.17 - $107.3 $329K - $333K
6.57K $701M
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
-15.7K
- 7.56%
$23.69 - $24.32 $371K - $381K
191K $4.65B
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-13.1K
- 3.1%
$24.11 - $24.94 $317K - $328K
410K $10.2B
TXN
Texas Instruments Inc

Technology
-2
- 0.02%
N/A
11K $2.02B
FMB
First Tr Exchange Traded Fd Ii

ETFs
-5.27K
- 4.53%
$49.32 - $50.93 $260K - $268K
111K $5.63B
ACN
Accenture PLC

Technology
-161
- 9.99%
$232.56 - $304.78 $37.4K - $49.1K
1.45K $358M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-3.07K
- 5.96%
$49.09 - $50.58 $150K - $155K
48.3K $2.44B
UPS
United Parcel Service Inc

Industrials
-20
- 0.43%
$82.58 - $105.54 $1.65K - $2.11K
4.65K $388M
CRM
Salesforce, Inc.

Technology
-9
- 0.45%
$231.66 - $273.65 $2.08K - $2.46K
1.97K $467M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-165
- 0.19%
$86.07 - $90.74 $14.2K - $15K
85K $7.61B
ADBE
Adobe Inc.

Technology
-26
- 2.92%
$333.65 - $392.1 $8.67K - $10.2K
865 $305M
META
Meta Platforms, Inc.

Communication Services
-14
- 0.47%
$695.21 - $791.73 $9.73K - $11.1K
2.96K $2.17B
IVW
Ishares S&P 500 Growth ETF

ETFs
-330
- 11.0%
$108.97 - $121.65 $36K - $40.1K
2.67K $322M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-116
- 4.3%
$76.16 - $78.59 $8.83K - $9.12K
2.58K $202M
MUB
Ishares National Muni Bond ETF

ETFs
-325
- 2.16%
$103.24 - $106.68 $33.6K - $34.7K
14.7K $1.57B
AXP
American Express CO

Financial Services
-66
- 3.67%
$294.27 - $342.31 $19.4K - $22.6K
1.73K $576M
JPIB
Jpmorgan International Bond Op

ETFs
-11
- 0.17%
$48.32 - $49.13 $532 - $540
6.58K $323M
SPTL
Spdr Portfolio Long Term Treas

ETFs
-572
- 0.88%
$25.67 - $27.21 $14.7K - $15.6K
64.7K $1.74B
WMT
Walmart Inc.

Consumer Defensive
-4
- 0.18%
$94.4 - $104.27 $378 - $417
2.26K $233M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-906
- 0.48%
$22.9 - $23.58 $20.7K - $21.4K
188K $4.41B
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-178
- 2.03%
$87.07 - $93.06 $15.5K - $16.6K
8.6K $788M
ITW
Illinois Tool Works Inc

Industrials
-3
- 0.1%
$252.31 - $269.41 $757 - $808
3.1K $809M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-178
- 1.2%
$78.88 - $85.2 $14K - $15.2K
14.7K $1.23B
UNH
Unitedhealth Group Inc

Healthcare
-2
- 0.14%
$237.77 - $353.61 $476 - $707
1.4K $483M
USB
Us Bancorp \De\

Financial Services
-501
- 1.84%
$43.94 - $50.41 $22K - $25.3K
26.8K $1.29B
PFE
Pfizer Inc

Healthcare
-165
- 0.3%
$23.29 - $25.88 $3.84K - $4.27K
54.1K $1.38B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-1.11K
- 3.15%
$68.24 - $73.73 $75.7K - $81.8K
34.1K $2.51B
IWP
Ishares Russell Mid Cap Growth

ETFs
-441
- 1.16%
$137.51 - $145.26 $60.6K - $64.1K
37.7K $5.37B
MSFT
Microsoft Corp

Technology
-59
- 1.04%
$491.09 - $535.64 $29K - $31.6K
5.61K $2.91B
LMT
Lockheed Martin Corp

Industrials
-1
- 0.04%
$410.74 - $499.21 $411 - $499
2.56K $1.28B
PEP
Pepsico Inc

Consumer Defensive
-1
- 0.01%
$133.81 - $152.16 $134 - $152
11.1K $1.55B
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-732
- 3.26%
$79.39 - $90.39 $58.1K - $66.2K
21.7K $1.93B
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
-7.8K
- 4.18%
$32.11 - $34.92 $250K - $272K
179K $6.25B
JNJ
Johnson & Johnson

Healthcare
-93
- 1.5%
$155.17 - $185.42 $14.4K - $17.2K
6.1K $1.13B
IWS
Ishares Russell Midcap Value E

ETFs
-404
- 1.24%
$132.83 - $140.61 $53.7K - $56.8K
32.1K $4.48B
IEMG
Ishares Inc

ETFs
-1.93K
- 3.48%
N/A
53.5K $3.53B
AVEM
American Centy ETF Tr Avantis

ETFs
-396
- 0.96%
$68.33 - $75.41 $27.1K - $29.9K
40.8K $3.06B
VIG
Vanguard Dividend Appreciation

ETFs
-126
- 0.5%
N/A
24.8K $5.36B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-1
- 0.02%
$420.11 - $472.68 $420 - $473
6.13K $2.87B
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-1.18K
- 1.52%
$74.93 - $80.73 $88.3K - $95.1K
76.4K $6.16B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-18.4K
- 2.54%
$21.69 - $23.34 $399K - $430K
706K $16.4B
SCHV
Schwab Strategic Tr Us Large C

ETFs
-46.1K
- 3.3%
$27.61 - $29.15 $1.27M - $1.34M
1.35M $39.3B
AVUV
American Centy ETF Tr Avantis

ETFs
-444
- 0.52%
$90.37 - $102.12 $40.1K - $45.3K
84.2K $8.38B
NVDA
Nvidia Corp

Technology
-618
- 1.81%
$153.3 - $186.58 $94.7K - $115K
33.6K $6.26B
SCHG
Schwab Strategic Tr Us Large C

ETFs
-13.8K
- 1.61%
$28.92 - $32.19 $398K - $443K
844K $26.9B
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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