Brady Martz Wealth Solutions, LLC
- SEC CIK
- 0002049470
- 最新申報
- 2026/7/23
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/1/16 申報。只含多頭部位。
- 持股檔數
- 140
- 2024 年第 3 季沒有申報
- 總值
- $4.15 億
- 2024 年第 3 季沒有申報
Brady Martz Wealth Solutions, LLC 沒有申報 2024 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| WMTWalmart Inc. | Stock | 2,243 | $20.4 萬 | <0.1% | – | – | 歷史 |
| Direxion Shares ETF Trust25459Y207 | NASDAQ 100 EQ WT | 2,360 | $21.3 萬 | 0.1% | – | – | – |
| BLDRBuilders FirstSource, Inc. | Stock | 1,459 | $22.5 萬 | 0.1% | – | – | 歷史 |
| CATCaterpillar Inc | Stock | 633 | $23.5 萬 | 0.1% | – | – | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 2,480 | $23.8 萬 | 0.1% | – | – | – |
| BMYBristol Myers Squibb Co | Stock | 4,291 | $23.9 萬 | 0.1% | – | – | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 3,349 | $24.7 萬 | 0.1% | – | – | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,285 | $25.7 萬 | 0.1% | – | – | – |
| GOOGAlphabet Inc. | Stock | 1,367 | $26.1 萬 | 0.1% | – | – | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 4,750 | $26.8 萬 | 0.1% | – | – | 歷史 |
| TAT&T Inc. | Stock | 12,673 | $27.6 萬 | 0.1% | – | – | 歷史 |
| SNPSSynopsys Inc | COM | 569 | $27.9 萬 | 0.1% | – | – | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 3,001 | $30.2 萬 | 0.1% | – | – | – |
| Vanguard Information Technology ETF92204A702 | ETF | 513 | $31.3 萬 | 0.1% | – | – | – |
| VanEck Semiconductor ETF92189F676 | ETF | 1,292 | $31.7 萬 | 0.1% | – | – | – |
| IBKRInteractive Brokers Group, Inc. | Stock | 1,791 | $32.7 萬 | 0.1% | – | – | 歷史 |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 5,188 | $32.9 萬 | 0.1% | – | – | – |
| LRCXLam Research Corp | Stock | 4,453 | $33.4 萬 | 0.1% | – | – | 歷史 |
| WFCWells Fargo & Company | Stock | 4,724 | $33.6 萬 | 0.1% | – | – | 歷史 |
| INTUIntuit Inc. | Stock | 548 | $34.2 萬 | 0.1% | – | – | 歷史 |
| ADBEAdobe Inc. | Stock | 899 | $37.1 萬 | 0.1% | – | – | 歷史 |
| CMICummins Inc | Stock | 1,022 | $37.2 萬 | 0.1% | – | – | 歷史 |
| Global X FDS37954Y475 | S&P 500 COVERED | 9,160 | $38.4 萬 | 0.1% | – | – | – |
| J P Morgan Exchange Traded F46641Q670 | CORE PLUS BD ETF | 9,257 | $42.2 萬 | 0.1% | – | – | – |
| MAMastercard Inc | Stock | 829 | $42.2 萬 | 0.1% | – | – | 歷史 |
| ECGEverus Construction Group, Inc. | Stock | 6,801 | $47.2 萬 | 0.1% | – | – | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 4,150 | $48.2 萬 | 0.1% | – | – | 歷史 |
| LINLinde PLC | Stock | 1,140 | $48.7 萬 | 0.1% | – | – | 歷史 |
| MDUMdu Resources Group Inc | Stock | 27,240 | $49.4 萬 | 0.1% | – | – | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 901 | $50.2 萬 | 0.1% | – | – | 歷史 |
| J P Morgan Exchange Traded F46641Q852 | INTL BD OPP ETF | 10,970 | $51.6 萬 | 0.1% | – | – | – |
| AXPAmerican Express Co | Stock | 1,797 | $54.0 萬 | 0.1% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 1,911 | $54.0 萬 | 0.1% | – | – | – |
| ISRGIntuitive Surgical Inc | COM NEW | 1,028 | $55.4 萬 | 0.1% | – | – | 歷史 |
| ACNAccenture plc | Stock | 1,601 | $55.9 萬 | 0.1% | – | – | 歷史 |
| iShares Inc46434G764 | MSCI EMRG CHN | 10,778 | $59.6 萬 | 0.1% | – | – | – |
| UPSUnited Parcel Service Inc | Stock | 4,825 | $60.7 萬 | 0.1% | – | – | 歷史 |
| DEDeere & Co | Stock | 1,453 | $62.8 萬 | 0.2% | – | – | 歷史 |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 9,868 | $64.6 萬 | 0.2% | – | – | – |
| CRMSalesforce, Inc. | Stock | 2,034 | $65.8 萬 | 0.2% | – | – | 歷史 |
| KNFKnife River Corp | Stock | 6,734 | $67.5 萬 | 0.2% | – | – | 歷史 |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 26,724 | $70.2 萬 | 0.2% | – | – | – |
| VLOValero Energy Corp | Stock | 5,247 | $70.3 萬 | 0.2% | – | – | 歷史 |
| FASTFastenal Co | Stock | 9,799 | $72.3 萬 | 0.2% | – | – | 歷史 |
| Dimensional ETF Trust25434V849 | NATL MUN BD ETF | 15,266 | $72.7 萬 | 0.2% | – | – | – |
| KMBKimberly Clark Corp | Stock | 5,936 | $74.9 萬 | 0.2% | – | – | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 157 | $75.2 萬 | 0.2% | – | – | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 3,121 | $78.9 萬 | 0.2% | – | – | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,007 | $81.0 萬 | 0.2% | – | – | – |
| NOWServiceNow, Inc. | Stock | 816 | $84.2 萬 | 0.2% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 1,138 | $84.8 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 8,295 | $87.3 萬 | 0.2% | – | – | – |
| NFLXNetflix Inc | Stock | 1,066 | $88.3 萬 | 0.2% | – | – | 歷史 |
| MMM3M Co | Stock | 6,468 | $88.7 萬 | 0.2% | – | – | 歷史 |
| COPConocoPhillips | Stock | 8,463 | $88.8 萬 | 0.2% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 6,134 | $88.8 萬 | 0.2% | – | – | 歷史 |
| SPDR Series Trust78468R200 | ST STR RATE ETF | 31,095 | $95.8 萬 | 0.2% | – | – | – |
| PGProcter & Gamble Co | Stock | 6,087 | $97.2 萬 | 0.2% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,799 | $97.8 萬 | 0.2% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 2,256 | $101.5 萬 | 0.2% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 6,001 | $105.3 萬 | 0.3% | – | – | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 3,653 | $106.6 萬 | 0.3% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,250 | $114.7 萬 | 0.3% | – | – | 歷史 |
| BACBank of America Corp | Stock | 25,113 | $115.0 萬 | 0.3% | – | – | 歷史 |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 48,329 | $118.8 萬 | 0.3% | – | – | – |
| VVisa Inc. | Stock | 3,930 | $121.5 萬 | 0.3% | – | – | 歷史 |
| EOGEOG Resources Inc | Stock | 8,968 | $121.8 萬 | 0.3% | – | – | 歷史 |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 21,379 | $123.4 萬 | 0.3% | – | – | – |
| AMGNAmgen Inc | Stock | 4,662 | $124.5 萬 | 0.3% | – | – | 歷史 |
| LMTLockheed Martin Corp | Stock | 2,613 | $126.6 萬 | 0.3% | – | – | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 4,452 | $127.6 萬 | 0.3% | – | – | – |
| USBUS Bancorp DE | COM NEW | 27,386 | $134.4 萬 | 0.3% | – | – | 歷史 |
| SPDR Series Trust78464A821 | ST STR SP400GRW | 15,466 | $136.3 萬 | 0.3% | – | – | – |
| MOAltria Group, Inc. | Stock | 26,683 | $137.0 萬 | 0.3% | – | – | 歷史 |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 26,723 | $137.3 萬 | 0.3% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 12,867 | $141.2 萬 | 0.3% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 24,309 | $144.2 萬 | 0.3% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 57,714 | $152.4 萬 | 0.4% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 8,263 | $156.7 萬 | 0.4% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 11,346 | $164.5 萬 | 0.4% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 4,219 | $167.2 萬 | 0.4% | – | – | 歷史 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 6,486 | $167.5 萬 | 0.4% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 2,976 | $176.8 萬 | 0.4% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 17,939 | $178.8 萬 | 0.4% | – | – | 歷史 |
| State Street SPDR S&P 400 Mid Cap Value ETF78464A839 | ETF | 22,275 | $180.7 萬 | 0.4% | – | – | – |
| BLKBlackRock, Inc. | Stock | 1,910 | $184.0 萬 | 0.4% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 49,657 | $190.1 萬 | 0.5% | – | – | 歷史 |
| IBMInternational Business Machines Corp | Stock | 8,910 | $194.0 萬 | 0.5% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 8,990 | $195.8 萬 | 0.5% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 31,820 | $197.4 萬 | 0.5% | – | – | 歷史 |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 23,951 | $208.0 萬 | 0.5% | – | – | – |
| CVXChevron Corp | Stock | 13,351 | $209.5 萬 | 0.5% | – | – | 歷史 |
| TXNTexas Instruments Inc | Stock | 11,164 | $216.0 萬 | 0.5% | – | – | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 37,810 | $220.5 萬 | 0.5% | – | – | – |
| Dimensional ETF Trust25434V765 | INTL HIGH PROFIT | 89,854 | $226.0 萬 | 0.5% | – | – | – |
| iShares Tr464288448 | INTL SEL DIV ETF | 84,270 | $229.9 萬 | 0.6% | – | – | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 52,351 | $254.0 萬 | 0.6% | – | – | – |
| HDHome Depot, Inc. | Stock | 6,471 | $254.2 萬 | 0.6% | – | – | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 6,646 | $262.7 萬 | 0.6% | – | – | – |
| MSFTMicrosoft Corp | Stock | 6,555 | $272.5 萬 | 0.7% | – | – | 歷史 |