Brady Martz Wealth Solutions, LLC Reduced Holdings in Q1 2025

Brady Martz Wealth Solutions, LLC

  • $442 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
-65.6K
- 5.63%
$24.91 - $29.02 $1.63M - $1.9M
1.1M $27.6B
AVGO
Broadcom Inc.

Technology
-269
- 1.07%
$167.43 - $244.7 $45K - $65.8K
24.8K $4.16B
AVUV
American Centy ETF Tr Avantis

ETFs
-1.58K
- 1.41%
$84.95 - $100.62 $134K - $159K
111K $9.64B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-63.1K
- 14.84%
$22.46 - $23.26 $1.42M - $1.47M
362K $8.39B
NVDA
Nvidia Corp

Technology
-117
- 0.34%
$106.98 - $149.43 $12.5K - $17.5K
34.6K $3.75B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-42.9K
- 4.0%
$27.01 - $28.54 $1.16M - $1.23M
1.03M $28.8B
SPTL
Spdr Portfolio Long Term Treas

ETFs
-34.8K
- 17.36%
$25.54 - $27.64 $889K - $962K
166K $4.52B
TSLA
Tesla, Inc.

Consumer Cyclical
-21
- 0.5%
$222.15 - $428.22 $4.67K - $8.99K
4.2K $1.09B
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-2.83K
- 7.0%
$80.73 - $94.96 $229K - $269K
37.7K $3.13B
IWP
Ishares Russell Mid Cap Growth

ETFs
-749
- 1.83%
$114.9 - $139.6 $86.1K - $105K
40.3K $4.73B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-276
- 4.15%
$360.07 - $417.26 $99.4K - $115K
6.37K $2.3B
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-2.32K
- 14.99%
$77.91 - $92.26 $181K - $214K
13.1K $1.04B
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-2.52K
- 11.3%
$75.47 - $84.24 $190K - $212K
19.8K $1.52B
MUB
Ishares National Muni Bond ETF

ETFs
-2.56K
- 9.34%
$104.71 - $107.69 $268K - $276K
24.9K $2.62B
IWN
Ishares Russell2000 Val ETF

ETFs
-89
- 0.5%
$149.27 - $169.4 $13.3K - $15.1K
17.9K $2.7B
Everus Constr Group
-100
- 1.47%
N/A
6.7K $249M
IWS
Ishares Russell Midcap Value E

ETFs
-519
- 1.52%
$122.59 - $135.24 $63.6K - $70.2K
33.6K $4.24B
LLY
Eli Lilly & CO

Healthcare
-344
- 30.23%
$725.72 - $929.72 $250K - $320K
794 $656M
USB
Us Bancorp \De\

Financial Services
-86
- 0.31%
$40.92 - $50.9 $3.52K - $4.38K
27.3K $1.15B
MRK
Merck & Co., Inc.

Healthcare
-136
- 0.76%
$83.01 - $101.02 $11.3K - $13.7K
17.8K $1.6B
AAPL
Apple Inc.

Technology
-74
- 0.49%
$209.68 - $247.1 $15.5K - $18.3K
15.2K $3.37B
TXN
Texas Instruments Inc

Technology
-115
- 1.03%
N/A
11K $1.99B
AVEM
American Centy ETF Tr Avantis

ETFs
-3.56K
- 16.67%
$57.11 - $62.4 $204K - $222K
17.8K $1.07B
CRM
Salesforce, Inc.

Technology
-16
- 0.79%
$268.36 - $359.95 $4.29K - $5.76K
2.02K $542M
LMT
Lockheed Martin Corp

Industrials
-35
- 1.34%
$423.19 - $506.29 $14.8K - $17.7K
2.58K $1.15B
PFE
Pfizer Inc

Healthcare
-1.27K
- 2.19%
$25.01 - $27.13 $31.7K - $34.3K
56.4K $1.43B
VOE
Vanguard Mid Cap Value Index F

ETFs
-288
- 1.31%
$156.61 - $168.02 $45.1K - $48.4K
21.6K $3.47B
UPS
United Parcel Service Inc

Industrials
-107
- 2.22%
$109.66 - $136.26 $11.7K - $14.6K
4.72K $519M
EOG
Eog Resources Inc

Energy
-82
- 0.91%
$120.54 - $138.05 $9.88K - $11.3K
8.89K $1.14B
Knife River Corp
-100
- 1.49%
N/A
6.63K $598M
VUG
Vanguard Growth ETF

ETFs
-4
- 0.2%
$369.1 - $427.61 $1.48K - $1.71K
2K $743M
HYD
Vaneck High Yield Muni ETF

ETFs
-970
- 1.5%
$50.79 - $52.53 $49.3K - $51K
63.9K $3.27B
TMO
Thermo Fisher Scientific Inc.

Healthcare
-2
- 0.22%
$497.6 - $606.74 $995 - $1.21K
899 $447M
MDU
Mdu Resources Group Inc

Industrials
-400
- 1.47%
$16.45 - $18.61 $6.58K - $7.44K
26.8K $454M
UNH
Unitedhealth Group Inc

Healthcare
-7
- 0.39%
$461.52 - $548.18 $3.23K - $3.84K
1.79K $938M
JPM
Jpmorgan Chase & CO

Financial Services
-45
- 0.39%
$225.19 - $279.95 $10.1K - $12.6K
11.4K $2.78B
Blackrock Inc
-3
- 0.16%
N/A
1.91K $1.81B
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
-1.83K
- 0.76%
$23.87 - $24.35 $43.6K - $44.5K
238K $5.72B
BKNG
Booking Holdings Inc.

Consumer Cyclical
-1
- 0.64%
$4295.4 - $5141.88 $4.3K - $5.14K
156 $721M
ADBE
Adobe Inc.

Technology
-1
- 0.11%
$377.84 - $464.11 $378 - $464
898 $344M
XYLD
Global X Fds S&P 500 Covered C

ETFs
-1
- 0.01%
$39.02 - $42.89 $39 - $42.9
9.16K $362M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-407
- 12.15%
$73.78 - $76.59 $30K - $31.2K
2.94K $225M
JPIB
Jpmorgan International Bond Op

ETFs
-647
- 5.9%
$46.97 - $48.35 $30.4K - $31.3K
10.3K $494M
Lam Research Corp
-135
- 3.03%
N/A
4.32K $314M
VBR
Vanguard Small Cap Value ETF

ETFs
-2
- 0.16%
$183.02 - $207.75 $366 - $416
1.28K $239M
COP
Conocophillips

Energy
-173
- 2.04%
$88.6 - $105.85 $15.3K - $18.3K
8.29K $871M
VLO
Valero Energy Corp

Energy
-35
- 0.67%
$121.76 - $142.99 $4.26K - $5K
5.21K $688M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-242
- 0.91%
$51.26 - $52.53 $12.4K - $12.7K
26.5K $1.37B
JCPB
J P Morgan Exchange Traded Fd

ETFs
-438
- 4.73%
$45.56 - $47.23 $20K - $20.7K
8.82K $415M
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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