Brady Martz Wealth Solutions, LLC Sells in Q2 2025

Brady Martz Wealth Solutions, LLC

  • $517 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-185K
- 17.98%
$24.32 - $27.87 $4.51M - $5.16M
846K $22.4B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-173K
- 47.87%
$22.68 - $23.28 $3.93M - $4.04M
189K $4.39B
SCHV
Schwab Strategic Tr Us Large C

ETFs
-192K
- 12.11%
$23.55 - $27.67 $4.53M - $5.32M
1.4M $38.6B
SPTL
Spdr Portfolio Long Term Treas

ETFs
-100K
- 60.6%
$25.48 - $27.78 $2.56M - $2.79M
65.3K $1.73B
SCHG
Schwab Strategic Tr Us Large C

ETFs
-242K
- 22.02%
$22.27 - $29.21 $5.4M - $7.08M
858K $25.1B
AVUV
American Centy ETF Tr Avantis

ETFs
-26K
- 23.46%
$75.17 - $91.21 $1.95M - $2.37M
84.7K $7.71B
MUB
Ishares National Muni Bond ETF

ETFs
-9.83K
- 39.53%
$102.31 - $105.8 $1.01M - $1.04M
15K $1.57B
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
-31.6K
- 13.25%
$23.36 - $24.11 $738K - $762K
207K $4.93B
FMB
First Tr Exchange Traded Fd Ii

ETFs
-12K
- 9.33%
$49.12 - $50.93 $588K - $609K
116K $5.79B
UNH
Unitedhealth Group Inc

Healthcare
-390
- 21.76%
$274.35 - $599.47 $107K - $234K
1.4K $437M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-4.88K
- 24.67%
$66.87 - $79.47 $326K - $387K
14.9K $1.18B
CVX
Chevron Corp

Energy
-50
- 0.38%
$133.73 - $168.51 $6.69K - $8.43K
13.2K $1.89B
AAPL
Apple Inc.

Technology
-283
- 1.87%
$172.42 - $223.89 $48.8K - $63.4K
14.9K $3.05B
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-4.37K
- 33.2%
$70.44 - $86.87 $307K - $379K
8.78K $763M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-5.6K
- 14.88%
$72.61 - $88.75 $407K - $497K
32.1K $2.84B
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-4.11K
- 7.41%
$48.46 - $50.2 $199K - $207K
51.4K $2.55B
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-4.05K
- 15.29%
$50.34 - $51.86 $204K - $210K
22.4K $1.15B
PEP
Pepsico Inc

Consumer Defensive
-52
- 0.47%
$128.02 - $151.37 $6.66K - $7.87K
11.1K $1.46B
JEPI
J P Morgan Exchange Traded Fd

ETFs
-2.87K
- 2.06%
$51.14 - $57.0 $147K - $164K
136K $7.76B
MRK
Merck & Co., Inc.

Healthcare
-58
- 0.33%
$73.47 - $87.12 $4.26K - $5.05K
17.7K $1.4B
JPIB
Jpmorgan International Bond Op

ETFs
-3.73K
- 36.16%
$47.18 - $48.62 $176K - $181K
6.59K $320M
AMGN
Amgen Inc

Healthcare
-48
- 1.04%
$262.28 - $309.85 $12.6K - $14.9K
4.57K $1.28B
ABBV
Abb Vie Inc.

Healthcare
-33
- 0.55%
$170.16 - $206.27 $5.62K - $6.81K
5.99K $1.11B
XOM
Exxon Mobil Corp

Energy
-7
- 0.05%
$99.93 - $119.04 $700 - $833
12.9K $1.39B
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-2.12K
- 8.64%
$67.03 - $80.35 $142K - $171K
22.5K $1.79B
PFE
Pfizer Inc

Healthcare
-2.19K
- 3.87%
$21.59 - $24.84 $47.2K - $54.3K
54.3K $1.32B
VZ
Verizon Communications Inc

Communication Services
-108
- 0.22%
$41.67 - $45.62 $4.5K - $4.93K
48.6K $2.1B
LLY
Eli Lilly & CO

Healthcare
-76
- 9.57%
$713.71 - $898.95 $54.2K - $68.3K
718 $560M
KMB
Kimberly Clark Corp

Consumer Defensive
-81
- 1.36%
$126.84 - $145.22 $10.3K - $11.8K
5.86K $755M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-6
- 0.67%
$390.26 - $489.06 $2.34K - $2.93K
893 $362M
EOG
Eog Resources Inc

Energy
-45
- 0.51%
$104.61 - $129.97 $4.71K - $5.85K
8.84K $1.06B
UPS
United Parcel Service Inc

Industrials
-53
- 1.12%
$91.92 - $110.2 $4.87K - $5.84K
4.67K $471M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-2.03K
- 3.32%
$45.11 - $52.34 $91.7K - $106K
59.2K $3.1B
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-1.17K
- 2.08%
$43.28 - $50.37 $50.5K - $58.7K
54.9K $2.75B
ACN
Accenture PLC

Technology
-10
- 0.62%
$279.23 - $323.21 $2.79K - $3.23K
1.61K $482M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-242
- 8.23%
$75.05 - $77.34 $18.2K - $18.7K
2.7K $209M
HD
Home Depot, Inc.

Consumer Cyclical
-43
- 0.65%
$335.24 - $380.78 $14.4K - $16.4K
6.53K $2.39B
VOE
Vanguard Mid Cap Value Index F

ETFs
-555
- 2.57%
$141.87 - $164.49 $78.7K - $91.3K
21.1K $3.46B
ITW
Illinois Tool Works Inc

Industrials
-16
- 0.51%
$218.41 - $252.43 $3.49K - $4.04K
3.11K $768M
CRM
Salesforce, Inc.

Technology
-37
- 1.83%
$236.26 - $291.15 $8.74K - $10.8K
1.98K $540M
Linde PLC
-9
- 0.79%
N/A
1.14K $533M
ADBE
Adobe Inc.

Technology
-7
- 0.78%
$340.0 - $420.68 $2.38K - $2.94K
891 $345M
V
Visa Inc.

Financial Services
-43
- 1.1%
$308.27 - $373.31 $13.3K - $16.1K
3.88K $1.38B
ADP
Automatic Data Processing Inc

Industrials
-18
- 0.49%
$276.76 - $326.81 $4.98K - $5.88K
3.62K $1.12B
MA
Mastercard Inc

Financial Services
-8
- 0.96%
$479.92 - $590.74 $3.84K - $4.73K
823 $463M
VLO
Valero Energy Corp

Energy
-18
- 0.35%
$104.69 - $141.77 $1.88K - $2.55K
5.19K $698M
VBR
Vanguard Small Cap Value ETF

ETFs
-1
- 0.08%
$162.76 - $195.77 $163 - $196
1.28K $250M
DE
Deere & CO

Industrials
-71
- 4.88%
$412.99 - $531.48 $29.3K - $37.7K
1.39K $704M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-64
- 1.34%
$45.98 - $56.15 $2.94K - $3.59K
4.7K $264M
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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