Brady Martz Wealth Solutions, LLC Portfolio Holdings

Brady Martz Wealth Solutions, LLC

  • $415 Billion
  • Q4 2024

Brady Martz Wealth Solutions, LLC has filed its 13F form on January 16, 2025 for Q4 2024 where it was disclosed a total value porftolio of $415 Billion distributed in 140 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $42.7B, Schwab Strategic Tr Us Large C with a value of $32.1B, Schwab Strategic Tr Us Dividen with a value of $29.5B, Ishares Core S&P Total U.S. St with a value of $21B, and Schwab Strategic Tr Intl Eqty with a value of $15.2B.

Examining the 13F form we can see an increase of $415B in the current position value.

Brady Martz Wealth Solutions, LLC is based out at Grand Forks, ND

Below you can find more details about Brady Martz Wealth Solutions, LLC portfolio as well as his latest detailed transactions.

Portfolio value $415 Billion
ETFs: $326 Billion
Technology: $25.6 Billion
Healthcare: $9.62 Billion
Financial Services: $9.17 Billion
Consumer Defensive: $8.06 Billion
Industrials: $7.29 Billion
Consumer Cyclical: $7.19 Billion
Communication Services: $6.66 Billion
Other: $6.32 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
Knife River Corp
-
$675 Million 0.16% of portfolio
-
Q4 2024 New
$320B
$658 Million 0.16% of portfolio
2,034
Q4 2024 New
$94.8B
$607 Million 0.15% of portfolio
4,825
Q4 2024 New
$133B
$628 Million 0.15% of portfolio
1,453
Q4 2024 New
$0
$596 Million 0.14% of portfolio
10,778
Q4 2024 New
$233B
$540 Million 0.13% of portfolio
1,797
Q4 2024 New
$206B
$554 Million 0.13% of portfolio
1,028
Q4 2024 New
$0
$540 Million 0.13% of portfolio
1,911
Q4 2024 New
$221B
$559 Million 0.13% of portfolio
1,601
Q4 2024 New
$191B
$482 Million 0.12% of portfolio
4,150
Q4 2024 New
$220B
$502 Million 0.12% of portfolio
901
Q4 2024 New
Linde PLC
-
$487 Million 0.12% of portfolio
-
Q4 2024 New
$0
$516 Million 0.12% of portfolio
10,970
Q4 2024 New
$3.75B
$494 Million 0.12% of portfolio
27,240
Q4 2024 New
Everus Constr Group
-
$472 Million 0.11% of portfolio
-
Q4 2024 New
$499B
$422 Million 0.1% of portfolio
829
Q4 2024 New
$198B
$371 Million 0.09% of portfolio
899
Q4 2024 New
$51.6B
$372 Million 0.09% of portfolio
1,022
Q4 2024 New
$0
$384 Million 0.09% of portfolio
9,160
Q4 2024 New
Lam Research Corp
-
$334 Million 0.08% of portfolio
-
Q4 2024 New
$0
$317 Million 0.08% of portfolio
1,292
Q4 2024 New
$0
$329 Million 0.08% of portfolio
5,188
Q4 2024 New
$171B
$342 Million 0.08% of portfolio
548
Q4 2024 New
$17.1B
$327 Million 0.08% of portfolio
1,791
Q4 2024 New
$288B
$336 Million 0.08% of portfolio
4,724
Q4 2024 New
$0
$313 Million 0.08% of portfolio
513
Q4 2024 New
$157B
$276 Million 0.07% of portfolio
12,673
Q4 2024 New
$0
$302 Million 0.07% of portfolio
3,001
Q4 2024 New
$78.9B
$279 Million 0.07% of portfolio
569
Q4 2024 New
$0
$238 Million 0.06% of portfolio
2,480
Q4 2024 New
$120B
$239 Million 0.06% of portfolio
4,291
Q4 2024 New
$1.62B
$268 Million 0.06% of portfolio
4,750
Q4 2024 New
$1.18T
$261 Million 0.06% of portfolio
1,367
Q4 2024 New
$201B
$235 Million 0.06% of portfolio
633
Q4 2024 New
$0
$257 Million 0.06% of portfolio
1,285
Q4 2024 New
$0
$247 Million 0.06% of portfolio
3,349
Q4 2024 New
$0
$213 Million 0.05% of portfolio
2,360
Q4 2024 New
$248B
$204 Million 0.05% of portfolio
2,243
Q4 2024 New
$25.1B
$225 Million 0.05% of portfolio
1,459
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 140
  • Current Value $415 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 16, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 140 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
Track This Portfolio

Track Brady Martz Wealth Solutions, LLC Portfolio

Follow Brady Martz Wealth Solutions, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Brady Martz Wealth Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Brady Martz Wealth Solutions, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email