Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Brady Martz Wealth Solutions, Llc > Profile

Instuitional Investor - Brady Martz Wealth Solutions, Llc

Fund Profile
Filing Period:
Fund Name: Brady Martz Wealth Solutions, Llc
Portfolio Value $414,540,985
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 1,630,893 $42,696,781 10.29%
2.
Schwab Strategic Trust
 FNDF 1,165,977 $32,076,025 7.73%
3.
Schwab Strategic Trust
 FNDF 1,073,750 $29,549,610 7.12%
4.
Ishares Trust
 IEF 164,278 $21,032,512 5.07%
5.
Schwab Strategic Trust
 FNDF 821,305 $15,153,073 3.65%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through November 14th, 2024)