• 13F History

Brady Martz Wealth Solutions, LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 16, 2025
Value $
$415M
Signature - Title
Josh Opp - CHIEF COMPLIANCE OFFICER
Location
Grand Forks, ND
Summary
This page shows a list of all the recent 13F filings made by Brady Martz Wealth Solutions, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Brady Martz Wealth Solutions, LLC reported 140 stock holdings with total value $415M as of Q4 2024. Top holdings included SCHV, SCHG, SCHD, ITOT, and SCHF.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 140 $415M $0 $0 SCHV, SCHG, SCHD, ITOT, SCHF 13F-HR 1/16/2025, 09:35 AM