Brady Martz Wealth Solutions, LLC Portfolio Holdings

Brady Martz Wealth Solutions, LLC

  • $442 Billion
  • Q1 2025

Brady Martz Wealth Solutions, LLC has filed its 13F form on April 21, 2025 for Q1 2025 where it was disclosed a total value porftolio of $442 Billion distributed in 139 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 $42.2B, Schwab Strategic Tr Us Dividen with a value of $28.8B, Schwab Strategic Tr Us Large C with a value of $27.6B, Ishares Core S&P Total U.S. St with a value of $24.7B, and Schwab Strategic Tr Intl Eqty with a value of $15.4B.

Examining the 13F form we can see an increase of $27.2B in the current position value, from $415B to 442B.

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 $442 Billion
ETFs: $354 Billion
Technology: $22.6 Billion
Healthcare: $9.56 Billion
Financial Services: $9.15 Billion
Consumer Defensive: $8.54 Billion
Industrials: $6.92 Billion
Communication Services: $6.57 Billion
Energy: $6.45 Billion
Other: $6.39 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$42.2 Billion 9.56% of portfolio
1,588,699
Q1 2025 Reduced 2.59%
$0
$28.8 Billion 6.53% of portfolio
1,030,824
Q1 2025 Reduced 4.0%
$0
$27.6 Billion 6.24% of portfolio
1,100,380
Q1 2025 Reduced 5.63%
$0
$24.7 Billion 5.59% of portfolio
202,410
Q1 2025 Added 23.21%
$0
$15.4 Billion 3.48% of portfolio
777,421
Q1 2025 Reduced 5.34%
$0
$11 Billion 2.49% of portfolio
348,098
Q1 2025 Reduced 0.03%
$0
$10.9 Billion 2.47% of portfolio
432,044
Q1 2025 Added 0.81%
$0
$9.64 Billion 2.18% of portfolio
110,617
Q1 2025 Reduced 1.41%
$0
$9.41 Billion 2.13% of portfolio
34,243
Q1 2025 New
$0
$8.39 Billion 1.9% of portfolio
362,081
Q1 2025 Reduced 14.84%
$0
$8.15 Billion 1.84% of portfolio
137,125
Q1 2025 Added 117.21%
$0
$7.96 Billion 1.8% of portfolio
139,301
Q1 2025 Added 0.09%
$0
$7.42 Billion 1.68% of portfolio
156,070
Q1 2025 Added 76.77%
$0
$7.17 Billion 1.62% of portfolio
86,483
Q1 2025 Reduced 0.08%
$0
$6.96 Billion 1.58% of portfolio
99,770
Q1 2025 Added 65.44%
$0
$6.57 Billion 1.49% of portfolio
111,404
Q1 2025 Reduced -0.0%
$0
$6.38 Billion 1.44% of portfolio
241,095
Q1 2025 Added 65.58%
Ea Series Trust
-
$6.3 Billion 1.43% of portfolio
-
Q1 2025 Added 103.28%
$0
$5.72 Billion 1.29% of portfolio
238,492
Q1 2025 Reduced 0.76%
$0
$5.65 Billion 1.28% of portfolio
124,745
Q1 2025 Reduced 0.68%
$0
$5.56 Billion 1.26% of portfolio
167,872
Q1 2025 Added 86.87%
$0
$5.51 Billion 1.25% of portfolio
186,156
Q1 2025 Added 0.82%
$0
$5.26 Billion 1.19% of portfolio
105,404
Q1 2025 Added 101.34%
$0
$5.01 Billion 1.13% of portfolio
72,747
Q1 2025 Added 48.39%
$0
$4.77 Billion 1.08% of portfolio
24,614
Q1 2025 Added 2.11%
$0
$4.73 Billion 1.07% of portfolio
40,266
Q1 2025 Reduced 1.83%
$0
$4.52 Billion 1.02% of portfolio
165,628
Q1 2025 Reduced 17.36%
$0
$4.24 Billion 0.96% of portfolio
33,632
Q1 2025 Reduced 1.52%
$0
$4.15 Billion 0.94% of portfolio
153,985
Q1 2025 Added 71.37%
$67.3B
$4.16 Billion 0.94% of portfolio
24,826
Q1 2025 Reduced 1.07%
$241B
$3.75 Billion 0.85% of portfolio
34,610
Q1 2025 Reduced 0.34%
$0
$3.47 Billion 0.79% of portfolio
21,618
Q1 2025 Reduced 1.31%
$3.1T
$3.37 Billion 0.76% of portfolio
15,151
Q1 2025 Reduced 0.49%
$0
$3.27 Billion 0.74% of portfolio
63,851
Q1 2025 Reduced 1.5%
$0
$3.13 Billion 0.71% of portfolio
37,653
Q1 2025 Reduced 7.0%
$0
$3.13 Billion 0.71% of portfolio
61,209
Q1 2025 Added 3.84%
$0
$3.04 Billion 0.69% of portfolio
56,415
Q1 2025 Added 1.13%
$0
$2.78 Billion 0.63% of portfolio
55,503
Q1 2025 Added 0.41%
$0
$2.78 Billion 0.63% of portfolio
56,051
Q1 2025 Added 0.37%
$672B
$2.78 Billion 0.63% of portfolio
11,353
Q1 2025 Reduced 0.39%
$0
$2.7 Billion 0.61% of portfolio
17,862
Q1 2025 Reduced 0.5%
$0
$2.63 Billion 0.6% of portfolio
84,778
Q1 2025 Added 0.6%
$0
$2.62 Billion 0.59% of portfolio
24,862
Q1 2025 Reduced 9.34%
$2.68T
$2.5 Billion 0.57% of portfolio
6,650
Q1 2025 Added 1.45%
$355B
$2.41 Billion 0.55% of portfolio
6,575
Q1 2025 Added 1.61%
$0
$2.32 Billion 0.53% of portfolio
37,380
Q1 2025 Reduced 1.14%
$0
$2.3 Billion 0.52% of portfolio
6,370
Q1 2025 Reduced 4.15%
$315B
$2.26 Billion 0.51% of portfolio
31,497
Q1 2025 Reduced 1.02%
$180B
$2.21 Billion 0.5% of portfolio
48,696
Q1 2025 Reduced 1.94%

Summary

  • Portfolio
  • No. of Stocks 139
  • Current Value $442 Billion
  • Prior Value $415 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 21, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 4 stocks
  • Additional Purchases 51 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 71 stocks
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