Brady Martz Wealth Solutions LLC Portfolio
Invests via Brady Martz Wealth Solutions LLC | Managed by Brady Martz Wealth Solutions LLC, Focus Partners Advisor Solutions LLC
Invests via Brady Martz Wealth Solutions LLC
Managed by Brady Martz Wealth Solutions LLC, Focus Partners Advisor Solutions LLC
Automatically Tracked
Company Profile
Regional wealth and advisory firm serving individuals, families and small institutions in the upper Midwest, Brady Martz Wealth Solutions LLC offers fee-based financial planning, investment management and retirement services. The firm leverages a CPA-led corporate group to integrate tax-aware investment strategies and estate planning coordination. Capital focus is on discretionary portfolio mandates and advisory AUM growth, targeting affluent households and business owner clients.
Regional wealth and advisory firm serving individuals, families and small institutions in the upper Midwest, Brady Martz Wealth Solutions LLC offers fee-based financial planning, investment management and retirement services. The firm leverages a CPA-led corporate group to integrate tax-aware investment strategies and estate planning coordination. Capital focus is on discretionary portfolio mandates and advisory AUM growth, targeting affluent households and business owner clients.
Investment Philosophy & Strategy
Regional wealth and advisory firm serving individuals, families and small institutions in the upper Midwest, Brady Martz Wealth Solutions LLC offers fee-based financial planning, investment management and retirement services. The firm leverages a CPA-led corporate group to integrate tax-aware investment strategies and estate planning coordination. Capital focus is on discretionary portfolio mandates and advisory AUM growth, targeting affluent households and business owner clients.
Regional wealth and advisory firm serving individuals, families and small institutions in the upper Midwest, Brady Martz Wealth Solutions LLC offers fee-based financial planning, investment management and retirement services. The firm leverages a CPA-led corporate group to integrate tax-aware investment strategies and estate planning coordination. Capital focus is on discretionary portfolio mandates and advisory AUM growth, targeting affluent households and business owner clients.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
31.33%
Gain -0.03%
Monthly
1.27%
Yearly
16.43%
Drawdown
14.85%
$664.16M
Equity
Holdings
$664.16M
Investment
$545.42M
$128.83M
Profit -$142,505.79
Realized
$10.08M
Unrealized
$118.74M
Dividends
$22.02M
Goals
Avg. 55.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.03%
Profit
-$142,505.79
Win %
69%
This Week
Compared To Last Week
Gain
-0.26%
Profit
-$1.74M
Win %
69%
This Month
Compared to last month
Gain
0.98%
Profit
$6.41M
Win %
69%
This Year
Compared to last year
Gain
0.54%
Profit
$3.59M
Win %
70%
HLIT Harmonic Inc.
+2.88%
+$5,120.34 
F Ford Motor Company
+2.56%
+$6,093.68 
USB U.S. Bancorp
+2.4%
+$18,032.46 
PM Philip Morris International Inc.
+2.19%
+$13,013.01 
LMT Lockheed Martin Corporation
+2.11%
+$24,122.02 
NEM Newmont Corporation
+2.08%
+$7,266.15 
PEP PepsiCo, Inc.
+2.02%
+$14,488.46 
JPM JPMorgan Chase & Co.
+1.97%
+$80,569.41 
AEP American Electric Power Company, Inc.
+1.88%
+$4,670 
MDU MDU Resources Group, Inc.
+1.85%
+$9,876.66 
GM General Motors Company
+1.85%
+$4,789.5 
EOG EOG Resources, Inc.
+1.73%
+$10,121.76 
ENVA Enova International Inc.
+1.72%
+$3,422.1 
DUK Duke Energy Corporation
+1.71%
+$7,263.34 
KO The Coca-Cola Company
+1.68%
+$46,591.02 
COP ConocoPhillips
+1.67%
+$24,238.88 
GE General Electric Company
+1.66%
+$27,055.14 
WFC Wells Fargo & Company
+1.61%
+$7,264.46 
NRG NRG Energy, Inc.
+1.59%
+$2,271.4 
SVM Silvercorp Metals Inc.
+1.54%
+$2,653.05 
HD The Home Depot, Inc.
+1.51%
+$38,448.19 
FTI TechnipFMC plc
+1.47%
+$3,370 
GD General Dynamics Corporation
+1.44%
+$3,666.6 
JNJ Johnson & Johnson
+1.41%
+$14,559.46 
BLK BlackRock, Inc.
+1.4%
+$18,943.52 
MO Altria Group, Inc.
+1.37%
+$25,470.18 
WAL Western Alliance Bancorporation
+1.34%
+$7,151.06 
DBD Diebold Nixdorf Inc.
+1.31%
+$2,107.87 
OTTR Otter Tail Corporation
+1.25%
+$2,763 
LIN Linde plc
+1.24%
+$3,895.56 
PG Procter & Gamble Co
+1.2%
+$14,566.21 
COST Costco Wholesale Corporation
+1.16%
+$11,738.83 
ACN Accenture plc Class A
+1.14%
+$4,739.08 
CVX Chevron Corporation
+1.14%
+$30,949.88 
HIG The Hartford Insurance Group, Inc.
+1.13%
+$3,036 
VZ Verizon Communications Inc.
+1.11%
+$11,990.39 
MRK Merck & Co., Inc.
+1.1%
+$33,002.01 
T AT&T Inc.
+1.06%
+$3,218.75 
IDV iShares International Select Dividend ETF
+1.06%
+$41,279.4 
KNF Knife River Corporation
+1.06%
+$3,712.65 
SPG Simon Property Group, Inc.
+1.05%
+$3,603.6 
NEE NextEra Energy, Inc.
+1.05%
+$2,412.81 
TXN Texas Instruments Inc
+1.04%
+$26,897.13 
AXP American Express Company
+1.04%
+$6,542.82 
HEI Heico Corporation
+1.03%
+$1,933.29 
HWM Howmet Aerospace Inc.
+1%
+$4,493.16 
VCTR Victory Capital Holdings, Inc. Class A
+1%
+$2,730.45 
AVDV Avantis International Small Cap Value ETF
+0.97%
+$200,482.88 
AAPL Apple Inc.
+0.93%
+$76,977.11 
LLY Eli Lilly and Company
+0.88%
+$15,430.98 
IDOG Alps International Sector Dividend Dogs ETF
+0.86%
+$126,634.47 
BAC Bank of America Corporation
+0.86%
+$9,629.35 
JDVI John Hancock Disciplined Value International Select ETF
+0.86%
+$1,911.4 
SCHD Schwab U.S. Dividend Equity ETF
+0.85%
+$178,706.77 
AROC Archrock Inc.
+0.84%
+$1,486.17 
KMB Kimberly-Clark Corporation
+0.84%
+$2,397.72 
VIGI Vanguard International Dividend Appreciation Index Fund
+0.82%
+$11,865.37 
EFV iShares MSCI EAFE Value ETF
+0.81%
+$75,127.02 
AIR AAR Corp.
+0.8%
+$1,402.8 
V Visa Inc. Class A
+0.79%
+$23,134.36 
ITW Illinois Tool Works Inc.
+0.77%
+$5,460 
WMT Walmart Inc.
+0.76%
+$9,312.3 
BRK-B Berkshire Hathaway Inc.
+0.75%
+$20,427.58 
DISV Dimensional International Small Cap Equity Fund
+0.74%
+$22,124.97 
DIHP Dimensional International High Profitability Portfolio
+0.7%
+$83,097.6 
XOM Exxon Mobil Corporation
+0.66%
+$15,801.14 
VYMI Vanguard International High Dividend Yield Index Fund
+0.65%
+$1,923.24 
IEFA iShares Core MSCI EAFE ETF
+0.65%
+$1,851.25 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.61%
+$73,747.3 
FCX Freeport-McMoRan Inc.
+0.6%
+$1,900.09 
IQLT iShares MSCI International Quality Factor ETF
+0.6%
+$4,371.6 
PLOW Douglas Dynamics Inc.
+0.58%
+$1,118.26 
MS Morgan Stanley
+0.57%
+$1,474.86 
PFE Pfizer Inc.
+0.54%
+$2,832.16 
EFA iShares MSCI EAFE ETF
+0.54%
+$1,352.96 
EC Ecopetrol S.A. Sponsored ADR
+0.54%
+$1,214.86 
VOE Vanguard Mid-Cap Value ETF
+0.53%
+$3,072.68 
DON WisdomTree U.S. MidCap Dividend Fund
+0.52%
+$16,152.71 
CMI Cummins Inc.
+0.52%
+$2,318.4 
ADP Automatic Data Processing Inc.
+0.52%
+$3,341.33 
AMGN Amgen Inc.
+0.51%
+$13,628.59 
AER AerCap Holdings N.V.
+0.49%
+$1,005.84 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.47%
+$25,834.38 
SCHF Schwab International Equity ETF
+0.46%
+$57,120.62 
FAST Fastenal Co.
+0.45%
+$2,094.75 
TILE Interface Inc.
+0.43%
+$902.41 
VTV Vanguard Value ETF
+0.43%
+$2,778.75 
ASML ASML Holding N.V. New York Registry Shares
+0.41%
+$1,820.79 
KKR KKR & Co. Inc.
+0.39%
+$2,040.68 
MA Mastercard Incorporated
+0.39%
+$1,314.49 
BMY Bristol-Myers Squibb Company
+0.38%
+$821.56 
DFSV Dimensional US Small Cap Value ETF
+0.35%
+$9,437.58 
ISRG Intuitive Surgical, Inc.
+0.35%
+$984.9 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.34%
+$11,376.3 
ABBV AbbVie Inc.
+0.31%
+$8,035.01 
BSVO EA Bridgeway Omni Small-Cap Value Fund
+0.26%
+$58,507.05 
SCHV Schwab U.S. Large-Cap Value ETF
+0.26%
+$102,086.64 
VIG Vanguard Dividend Appreciation ETF
+0.25%
+$13,411.73 
XAR SPDR S&P Aerospace & Defense ETF
+0.23%
+$1,096.2 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.23%
+$4,047.19 
AVUV Avantis U.S. Small Cap Value ETF
+0.23%
+$12,708.02 
CAT Caterpillar Inc.
+0.23%
+$2,606.18 
BKNG Booking Holdings Inc.
+0.22%
+$766.64 
NVDA NVIDIA Corporation
+0.21%
+$16,310.68 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
+0.21%
+$20,005.25 
MDYV SPDR S&P 400 Mid Cap Value ETF
+0.2%
+$2,153.4 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.2%
+$5,919.57 
GEV GE Vernova Inc.
+0.18%
+$1,242.7 
JEPI JPMorgan Equity Premium Income Fund
+0.17%
+$10,542.5 
SPTL SPDR Portfolio Long Term Treasury ETF
+0.16%
+$1,590.68 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.15%
+$17,304.15 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.13%
+$384.6 
GILT Gilat Satellite Networks Ltd.
+0.12%
+$114.71 
BZH Beazer Homes USA Inc.
+0.12%
+$296.68 
JPIB JPMorgan International Bond ETF
+0.12%
+$349.14 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.11%
+$3,133.76 
IXUS iShares Core International Stock ETF
+0.11%
+$1,007.49 
AGG iShares Core U.S. Aggregate Bond ETF
+0.1%
+$232.72 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.08%
+$15,567.93 
CWI SPDR MSCI ACWI ex-US ETF
+0.07%
+$5,333.22 
OUSM Alps O’Shares U.S. Small-Cap Quality Dividend ETF
+0.07%
+$2,278.74 
VLO Valero Energy Corporation
+0.06%
+$1,252.3 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.06%
+$10,433.73 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.06%
+$529.29 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
+0.03%
+$279.35 
SLYV SPDR S&P 600 Small Cap Value ETF
+0.02%
+$542.7 
DFNM Dimensional National Municipal Bond ETF
+0.01%
+$1,364.49 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
HFEQ Unlimited HFEQ Equity Long/Short ETF
0%
$0 PCMM
PCMM
0%
$0 
AEHR Aehr Test Systems
-6.52%
-$26,225.65 
NOW ServiceNow, Inc.
-4.83%
-$57,288.38 
SANM Sanmina Corporation
-4.19%
-$8,500.72 
AMD Advanced Micro Devices, Inc.
-3.5%
-$76,416.22 
MU Micron Technology, Inc.
-3.39%
-$29,988.39 
NTAP NetApp, Inc.
-3.34%
-$12,945.54 
LRCX Lam Research Corporation
-3.25%
-$38,395.52 
ORCL Oracle Corporation
-3.21%
-$43,571.52 
ANET Arista Networks, Inc.
-2.94%
-$6,988.8 
DELL Dell Technologies Inc.
-2.94%
-$17,665.71 
AVGO Broadcom Inc.
-2.55%
-$180,388.17 
NFLX Netflix, Inc.
-2.38%
-$41,865.75 
CECO CECO Environmental Corp.
-2.16%
-$3,529.4 
META Meta Platforms Inc Class A
-2.14%
-$76,481.85 
INTU Intuit Inc.
-1.93%
-$10,943.68 
VRT Vertiv Holdings Co
-1.93%
-$4,355.28 
QTUM Defiance Quantum ETF
-1.91%
-$10,501.58 
Q Qnity Electronics Inc.
-1.89%
-$3,864.09 
XLK State Street Technology Select Sector SPDR ETF
-1.82%
-$3,684.6 
BLOK Amplify Transformational Data Sharing ETF
-1.81%
-$3,628.69 
IWP iShares Russell Mid-Cap Growth ETF
-1.73%
-$69,110.21 
CSCO Cisco Systems, Inc.
-1.73%
-$38,889.2 
VBK Vanguard Small-Cap Growth ETF
-1.71%
-$10,951.92 
VGT Vanguard Information Technology ETF
-1.7%
-$9,617.92 
SMH VanEck Semiconductor ETF
-1.57%
-$10,517.55 
MSFT Microsoft Corp.
-1.53%
-$86,534.28 
SPCX Space Exploration Technologies Corp. Class A
-1.51%
-$6,303.36 
DE Deere & Company
-1.5%
-$9,349.43 
ARW Arrow Electronics Inc.
-1.5%
-$4,148.1 
ETN Eaton Corporation plc
-1.49%
-$4,261.1 
TMO Thermo Fisher Scientific Inc.
-1.46%
-$4,921.77 
IWO iShares Russell 2000 Growth ETF
-1.42%
-$8,294.24 
QQQ Invesco QQQ Trust, Series 1
-1.36%
-$8,892.87 
GOOGL Alphabet Inc
-1.33%
-$56,524.48 
QQQE Direxion NASDAQ-100 Equal Weighted Index Fund
-1.22%
-$3,463.12 
VOT Vanguard Mid-Cap Growth ETF
-1.21%
-$21,815.68 
ECG Everus Construction Group, Inc.
-1.21%
-$9,425.7 
AZZ Azz Inc.
-1.2%
-$2,257.66 
GOOG Alphabet Inc
-1.2%
-$5,373.72 
UNH UnitedHealth Group Incorporated
-1.16%
-$6,577.21 
IBM International Business Machines Corporation
-1.15%
-$18,561.68 
IWF iShares Russell 1000 Growth ETF
-1.12%
-$33,326.64 
EBAY eBay Inc.
-1.11%
-$10,904.48 
LIND Lindblad Expeditions Holdings Inc.
-1.07%
-$3,806.84 
EMXC iShares MSCI Emerging Markets ex China ETF
-1.04%
-$9,265.88 
VONG Vanguard Russell 1000 Growth Fund
-1.02%
-$2,178.53 
VUG Vanguard Growth ETF
-1.02%
-$18,734.62 
NLR VanEck Uranium and Nuclear ETF
-1.02%
-$5,335.12 
AVEM Avantis Emerging Markets Equity ETF
-1%
-$35,693.47 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.99%
-$241,801.51 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-0.96%
-$5,883.27 
IEMG iShares Core MSCI Emerging Markets ETF
-0.92%
-$55,944.86 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-0.91%
-$130,646.95 
HFGM Unlimited HFGM Global Macro ETF
-0.9%
-$23,123.48 
TSLA Tesla, Inc.
-0.89%
-$17,975.52 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.87%
-$3,286.56 
UTI Universal Technical Institute Inc.
-0.85%
-$1,039.33 
VWO Vanguard FTSE Emerging Markets ETF
-0.85%
-$26,081 
LINC Lincoln Educational Services Corporation
-0.82%
-$1,129.18 
EWX SPDR S&P Emerging Markets Small Cap ETF
-0.81%
-$27,564.05 
EXEL Exelixis Inc.
-0.73%
-$1,719.94 
UNP Union Pacific Corporation
-0.72%
-$2,123.67 
VLUE iShares MSCI USA Value Factor ETF
-0.65%
-$1,607.82 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.56%
-$11,479.87 
OSK Oshkosh Corporation
-0.56%
-$1,023.13 
FLCC Federated Hermes MDT Large Cap Core ETF
-0.54%
-$2,506.6 
IWR iShares Russell Mid-Cap ETF
-0.52%
-$1,145.13 
DAL Delta Air Lines, Inc.
-0.52%
-$1,196.7 
AMZN Amazon.com Inc
-0.47%
-$20,320.27 
DFUS Dimensional U.S. Equity Market ETF
-0.45%
-$2,248.46 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.45%
-$72,673.73 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.44%
-$317,707.76 
IJH iShares Core S&P Mid-Cap ETF
-0.4%
-$5,033.82 
SCHX Schwab U.S. Large-Cap ETF
-0.4%
-$1,392.36 
SPY SPDR S&P 500 ETF Trust
-0.39%
-$1,293.8 
VOO Vanguard S&P 500 ETF
-0.39%
-$10,697.4 
IVV iShares Core S&P 500 ETF
-0.37%
-$2,683.02 
QUAL iShares MSCI USA Quality Factor ETF
-0.3%
-$6,503.39 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.29%
-$20,540.52 
VO Vanguard Mid-Cap ETF
-0.23%
-$798.46 
IJR iShares Core S&P Small-Cap ETF
-0.23%
-$1,155.37 
DUHP Dimensional US High Profitability ETF
-0.18%
-$28,449.83 
TGT Target Corporation
-0.17%
-$2,540.16 
USMV iShares MSCI USA Min Vol Factor ETF
-0.17%
-$991.2 
ADM Archer-Daniels-Midland Co
-0.16%
-$1,737.71 
HYD VanEck High Yield Muni ETF
-0.15%
-$3,560.7 
PJIO PGIM Jennison International Opportunities Fund
-0.15%
-$3,562.57 
IWN iShares Russell 2000 Value ETF
-0.1%
-$2,709.06 
DHI D.R. Horton, Inc.
-0.06%
-$363.71 
DSTL Distillate U.S. Fundamental Stability & Value ETF
-0.06%
-$277.92 
IWS iShares Russell Mid-Cap Value ETF
-0.05%
-$1,895.68 
MMM 3M Company
-0.04%
-$338.24 
FMB First Trust Managed Municipal Fund
-0.04%
-$1,950.98 
MUB iShares National Muni Bond ETF
-0.03%
-$468.12 
APLU Allspring Core Plus ETF
-0.03%
-$379.02 
JMUB JPMorgan Municipal Bond ETF
-0.02%
-$458.1 
MMIT NYLI MacKay Muni Intermediate ETF
-0.02%
-$769.24 
SUB iShares Short-Term National Muni Bond ETF
-0.01%
-$25.74 Events
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Dividends
Dividend Analysis
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No Data
| Trades 1070 | Longs Won 731/1070 68% | Profit Factor 13.39 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $555,767.51 |
| Average Win $190,455.99 | Best Trade (Oct 16) $9.15M | Sharpe Ratio -12.74 |
| Average Loss -$30,670 | Worst Trade (Oct 15) -$694,096.83 | Z-Score 11.54 (100%) |
| Commissions $0 | Avg. Trade Length 10m 3w 3d | Expectancy $120,398.32 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 21,739 | 19,565 | 17,391 | 15,217 | 13,043 | 10,870 | 8,696 | 6,522 | 4,348 | 2,174 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 24,283 | $6.14M | $8.38M | - | $2.24M | 36.46% | +0.927% |
| ABBV AbbVie Inc. | 9,028 | $1.74M | $2.57M | - | $831,520.68 | 47.92% | +0.314% |
| ACN Accenture plc Class A | 1,844 | $565,291.15 | $419,491.56 | - | -$145,799.59 | -25.79% | +1.143% |
| ADM Archer-Daniels-Midland Co | 13,367 | $971,647 | $1.11M | - | $135,140.6 | 13.91% | -0.157% |
| ADP Automatic Data Processing Inc. | 2,273 | $654,738.56 | $652,623.76 | - | -$2,114.8 | -0.32% | +0.515% |
| AEHR Aehr Test Systems | 5,815 | $215,620.57 | $376,230.5 | - | $160,609.93 | 74.49% | -6.516% |
| AEP American Electric Power Company, Inc. | 2,000 | $273,620 | $253,250 | - | -$20,370 | -7.44% | +1.879% |
| AER AerCap Holdings N.V. | 1,397 | $203,655 | $204,856.08 | - | $1,201.08 | 0.59% | +0.493% |
| AGG iShares Core U.S. Aggregate Bond ETF | 2,497 | $250,056.57 | $238,471.49 | - | -$11,585.08 | -4.63% | +0.098% |
| AIR AAR Corp. | 1,787 | $255,416 | $176,493.05 | - | -$78,922.95 | -30.9% | +0.801% |
| AMD Advanced Micro Devices, Inc. | 3,879 | $449,834.7 | $2.1M | - | $1.65M | 367.83% | -3.504% |
| AMGN Amgen Inc. | 6,139 | $1.76M | $2.68M | - | $914,215.01 | 51.83% | +0.511% |
| AMZN Amazon.com Inc | 17,076 | $3.69M | $4.33M | - | $642,936.74 | 17.44% | -0.467% |
| ANET Arista Networks, Inc. | 1,280 | $217,446 | $230,553.6 | - | $13,107.6 | 6.03% | -2.942% |
| APLU Allspring Core Plus ETF | 49,871 | $1.24M | $1.18M | - | -$62,756.93 | -5.06% | -0.032% |
| AROC Archrock Inc. | 6,066 | $246,947 | $178,916.67 | - | -$68,030.33 | -27.55% | +0.838% |
| ARW Arrow Electronics Inc. | 1,257 | $268,256 | $272,605.59 | - | $4,349.59 | 1.62% | -1.499% |
| ASML ASML Holding N.V. New York Registry Shares | 266 | $303,154.15 | $442,699.81 | - | $139,545.66 | 46.03% | +0.413% |
| AVDV Avantis International Small Cap Value ETF | 192,772 | $14.82M | $20.89M | - | $6.07M | 40.98% | +0.969% |
| AVEM Avantis Emerging Markets Equity ETF | 39,655 | $2.54M | $3.55M | - | $1.01M | 39.64% | -0.996% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Brady Martz Wealth Solutions LLC?
The largest contributions to the portfolio's profits come from the following stocks: Schwab U.S. Large-Cap Value ETF - $2.69M, Schwab International Equity ETF - $2.56M, Schwab U.S. Dividend Equity ETF - $1.63M, Alps International Sector Dividend Dogs ETF - $1.13M, and Vanguard International Dividend Appreciation Index Fund - $1.08M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Salesforce Inc - $264,454.74, UnitedHealth Group Incorporated - $169,141.56, Automatic Data Processing Inc - $108,730.29, United Parcel Service, Inc - $89,372.15, and Adobe Inc - $84,762.47. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Brady Martz Wealth Solutions LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $22.02M earned over time. The largest contributors to dividend income include Schwab U.S. Dividend Equity ETF - $1.48M, Schwab U.S. Large-Cap Value ETF - $1.43M, Alps International Sector Dividend Dogs ETF - $1.08M, Vanguard Intermediate-Term Treasury Fund - $1.06M, and JPMorgan Equity Premium Income Fund - $996,241.87. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Brady Martz Wealth Solutions LLC's monthly returns?
Brady Martz Wealth Solutions LLC's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Brady Martz Wealth Solutions LLC's strategy be considered aggressive or moderate?
Brady Martz Wealth Solutions LLC's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Brady Martz Wealth Solutions LLC's strategy?
Brady Martz Wealth Solutions LLC's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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