Brady Martz Wealth Solutions, LLC Sells in Q4 2025

Brady Martz Wealth Solutions, LLC

  • $568 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-69.5K
- 81.82%
$88.45 - $91.41 $6.15M - $6.36M
15.4K $1.41B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-73.3K
- 58.51%
$52.54 - $55.77 $3.85M - $4.09M
52K $2.8B
VOE
Vanguard Mid Cap Value Index F

ETFs
-18.5K
- 87.92%
$169.53 - $176.53 $3.14M - $3.27M
2.55K $451M
AVUV
American Centy ETF Tr Avantis

ETFs
-31.5K
- 37.4%
$95.19 - $100.66 $3M - $3.17M
52.7K $5.38B
SCHV
Schwab Strategic Tr Us Large C

ETFs
-121K
- 9.0%
$28.46 - $29.45 $3.46M - $3.58M
1.23M $36.4B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-67.8K
- 8.58%
$26.44 - $27.53 $1.79M - $1.87M
723K $19.8B
AVGO
Broadcom Inc.

Technology
-4.61K
- 18.84%
$324.63 - $385.98 $1.5M - $1.78M
19.8K $6.87B
VZ
Verizon Communications Inc

Communication Services
-22.5K
- 46.18%
$38.4 - $43.83 $864K - $986K
26.2K $1.07B
Blackrock Inc
-650
- 34.03%
N/A
1.26K $1.35B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-28.9K
- 15.37%
$23.37 - $23.7 $675K - $684K
159K $3.72B
SCHG
Schwab Strategic Tr Us Large C

ETFs
-37.2K
- 4.41%
$31.41 - $33.69 $1.17M - $1.25M
807K $26.3B
FAST
Fastenal CO

Industrials
-9.1K
- 46.86%
$40.45 - $48.17 $368K - $438K
10.3K $414M
VIG
Vanguard Dividend Appreciation

ETFs
-2.74K
- 11.01%
N/A
22.1K $4.86B
MO
Altria Group, Inc.

Consumer Defensive
-4.73K
- 17.73%
$56.38 - $66.65 $267K - $315K
22K $1.27B
FMB
First Tr Exchange Traded Fd Ii

ETFs
-10.6K
- 9.59%
$50.75 - $51.37 $540K - $547K
100K $5.13B
HYD
Vaneck High Yield Muni ETF

ETFs
-9.23K
- 14.44%
$50.62 - $51.21 $467K - $472K
54.7K $2.79B
CSCO
Cisco Systems, Inc.

Technology
-8.54K
- 35.36%
$67.46 - $78.0 $576K - $666K
15.6K $1.2B
SPTL
Spdr Portfolio Long Term Treas

ETFs
-15.6K
- 24.14%
$26.76 - $27.67 $418K - $432K
49.1K $1.3B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-7.16K
- 12.11%
$54.27 - $56.85 $389K - $407K
52K $2.95B
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
-12.8K
- 6.68%
$24.18 - $24.45 $309K - $312K
178K $4.34B
JPM
Jpmorgan Chase & CO

Financial Services
-1.12K
- 9.94%
$294.11 - $320.41 $329K - $358K
10.1K $3.26B
KO
Coca Cola CO

Consumer Defensive
-5.14K
- 16.12%
$66.1 - $71.61 $340K - $368K
26.8K $1.87B
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-3.83K
- 17.07%
$52.21 - $52.72 $200K - $202K
18.6K $975M
IBM
International Business Machines Corp

Technology
-1.05K
- 11.53%
$275.97 - $314.98 $289K - $330K
8.05K $2.38B
MMM
3 M CO

Industrials
-1.3K
- 20.38%
$148.75 - $171.6 $194K - $223K
5.09K $814M
KMB
Kimberly Clark Corp

Consumer Defensive
-183
- 3.12%
$100.05 - $123.23 $18.3K - $22.6K
5.68K $573M
JNJ
Johnson & Johnson

Healthcare
-1.27K
- 20.86%
$185.98 - $199.58 $237K - $254K
4.83K $999M
DE
Deere & CO

Industrials
-279
- 20.13%
$439.11 - $480.78 $123K - $134K
1.11K $515M
MUB
Ishares National Muni Bond ETF

ETFs
-1.14K
- 7.76%
$106.36 - $107.61 $121K - $123K
13.6K $1.45B
VOT
Vanguard Mid Cap Growth Index

ETFs
-55
- 0.89%
$279.76 - $298.12 $15.4K - $16.4K
6.11K $1.7B
EOG
Eog Resources Inc

Energy
-383
- 4.34%
$105.0 - $111.92 $40.2K - $42.9K
8.45K $887M
COST
Costco Wholesale Corp

Consumer Defensive
-26
- 2.1%
$910.94 - $954.99 $23.7K - $24.8K
1.21K $1.04B
IVV
Ishares Core S&P 500 ETF

ETFs
-152
- 20.68%
$656.2 - $690.71 $99.7K - $105K
583 $399M
Linde PLC
-68
- 5.98%
N/A
1.07K $456M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-1.2K
- 8.13%
$80.59 - $84.32 $96.3K - $101K
13.5K $1.14B
PFE
Pfizer Inc

Healthcare
-1.89K
- 3.5%
$24.23 - $27.37 $45.9K - $51.8K
52.2K $1.3B
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-915
- 10.63%
$88.9 - $93.29 $81.3K - $85.4K
7.69K $711M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-769
- 2.4%
$90.99 - $95.91 $70K - $73.8K
31.3K $2.95B
ITW
Illinois Tool Works Inc

Industrials
-85
- 2.74%
$242.03 - $260.73 $20.6K - $22.2K
3.02K $743M
LMT
Lockheed Martin Corp

Industrials
-47
- 1.83%
$452.1 - $514.24 $21.2K - $24.2K
2.52K $1.22B
VLO
Valero Energy Corp

Energy
-139
- 2.68%
$156.39 - $181.76 $21.7K - $25.3K
5.06K $823M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-1.06K
- 2.18%
$50.33 - $50.81 $53.1K - $53.6K
47.3K $2.39B
UNH
Unitedhealth Group Inc

Healthcare
-68
- 4.86%
$320.52 - $369.92 $21.8K - $25.2K
1.33K $440M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-5
- 3.33%
$4804.01 - $5424.55 $24K - $27.1K
145 $775M
SNPS
Synopsys Inc

Technology
-28
- 4.95%
$389.83 - $489.36 $10.9K - $13.7K
538 $253M
JPIB
Jpmorgan International Bond Op

ETFs
-311
- 4.73%
$48.68 - $49.38 $15.1K - $15.4K
6.27K $305M
MA
Mastercard Inc

Financial Services
-31
- 3.69%
$536.85 - $580.45 $16.6K - $18K
810 $462M
ADBE
Adobe Inc.

Technology
-36
- 4.16%
$325.07 - $359.91 $11.7K - $13K
829 $290M
COP
Conocophillips

Energy
-49
- 0.51%
$85.66 - $95.46 $4.2K - $4.68K
9.47K $886M
Activity Summary
Buys All Purchases 84 New Holdings 26 Increased Positions 58 Sells All Sells 75 Reductions 75 Sold out 0 Options Calls 0 Puts 0
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