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:
32.63%
Gain -0.45%
Monthly
1.42%
Yearly
18.44%
Drawdown
14.85%
$669.39M
Equity
Holdings
$669.39M
Investment
$545.42M
$134.05M
Profit -$2.46M
Realized
$10.08M
Unrealized
$123.97M
Dividends
$19.55M
Goals
Avg. 63.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.45%
Profit
-$2.46M
Win %
69%
This Week
Compared To Last Week
Gain
-0.43%
Profit
-$2.86M
Win %
69%
This Month
Compared to last month
Gain
-0.37%
Profit
-$2.46M
Win %
69%
This Year
Compared to last year
Gain
1.33%
Profit
$8.81M
Win %
71%
AMZN Amazon.com Inc
+15.32%
+$616,101.91 
ETN Eaton Corporation plc
+7.32%
+$20,071.79 
GOOG Alphabet Inc
+6.88%
+$29,815.06 
GOOGL Alphabet Inc
+6.73%
+$273,729.54 
VRT Vertiv Holdings Co
+6.18%
+$14,801.65 
ANET Arista Networks, Inc.
+5.46%
+$11,942.41 
AEHR Aehr Test Systems
+4.05%
+$18,084.65 
FTI TechnipFMC plc
+3.98%
+$9,233.8 
META Meta Platforms Inc Class A
+3.28%
+$85,854.04 
DBD Diebold Nixdorf Inc.
+3.27%
+$5,612.97 
MSFT Microsoft Corp.
+3.02%
+$142,342.52 
PLOW Douglas Dynamics Inc.
+2.99%
+$6,223.36 
HLIT Harmonic Inc.
+2.94%
+$5,540.04 
NVDA NVIDIA Corporation
+2.93%
+$202,465.43 
NTAP NetApp, Inc.
+2.6%
+$8,149.56 
CVX Chevron Corporation
+2.35%
+$55,957.6 
FAST Fastenal Co.
+2.25%
+$9,775.5 
EOG EOG Resources, Inc.
+2.19%
+$12,192.16 
CSCO Cisco Systems, Inc.
+2.14%
+$49,737.24 
ECG Everus Construction Group, Inc.
+2.02%
+$17,385.18 
ORCL Oracle Corporation
+1.81%
+$23,298.66 
HWM Howmet Aerospace Inc.
+1.8%
+$10,194.08 
ARW Arrow Electronics Inc.
+1.75%
+$4,676.04 
ACN Accenture plc Class A
+1.61%
+$4,849.74 
VZ Verizon Communications Inc.
+1.52%
+$16,956.1 
LMT Lockheed Martin Corporation
+1.5%
+$18,537.24 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$5,130.24 
GE General Electric Company
+1.42%
+$26,271.68 
TILE Interface Inc.
+1.36%
+$2,678.12 
COP ConocoPhillips
+1.22%
+$14,861.06 
WFC Wells Fargo & Company
+1.19%
+$5,571.24 
ITW Illinois Tool Works Inc.
+1.15%
+$8,450 
SANM Sanmina Corporation
+1.13%
+$2,238.08 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$258,829.78 
VUG Vanguard Growth ETF
+1.1%
+$19,041.75 
NOW ServiceNow, Inc.
+1.05%
+$9,268.4 
EMXC iShares MSCI Emerging Markets ex China ETF
+1.03%
+$8,887.7 
ADP Automatic Data Processing Inc.
+0.98%
+$5,887.05 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$29,210.72 
AROC Archrock Inc.
+0.96%
+$2,062.44 
UNP Union Pacific Corporation
+0.92%
+$2,726.08 
PJIO PGIM Jennison International Opportunities Fund
+0.91%
+$21,635.54 
IBM International Business Machines Corporation
+0.86%
+$13,228.52 
GEV GE Vernova Inc.
+0.85%
+$6,074.61 
VONG Vanguard Russell 1000 Growth Fund
+0.83%
+$1,679.63 
XAR SPDR S&P Aerospace & Defense ETF
+0.77%
+$4,238.64 
TSLA Tesla, Inc.
+0.76%
+$13,093.17 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$21,338.64 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$43,816.97 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$2,280.19 
VOO Vanguard S&P 500 ETF
+0.71%
+$18,701.43 
CAT Caterpillar Inc.
+0.7%
+$8,901.88 
BMY Bristol-Myers Squibb Company
+0.69%
+$1,607.4 
DFUS Dimensional U.S. Equity Market ETF
+0.69%
+$3,313.53 
IVV iShares Core S&P 500 ETF
+0.69%
+$4,761.6 
QTUM Defiance Quantum ETF
+0.67%
+$3,635.92 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$4,000.44 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$2,204.57 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.62%
+$42,602.56 
HEI Heico Corporation
+0.62%
+$1,329.32 
EWX SPDR S&P Emerging Markets Small Cap ETF
+0.61%
+$19,868.6 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$412,168.77 
MO Altria Group, Inc.
+0.57%
+$9,835.02 
VCTR Victory Capital Holdings, Inc. Class A
+0.56%
+$1,377.75 
CECO CECO Environmental Corp.
+0.53%
+$945.35 
FLCC Federated Hermes MDT Large Cap Core ETF
+0.53%
+$2,393.8 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$82,933.06 
GM General Motors Company
+0.52%
+$1,426 
Q Qnity Electronics Inc.
+0.51%
+$1,125.94 
GILT Gilat Satellite Networks Ltd.
+0.46%
+$573.55 
KKR KKR & Co. Inc.
+0.45%
+$2,700.9 
EBAY eBay Inc.
+0.43%
+$3,928.84 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.43%
+$59,724.32 
AIR AAR Corp.
+0.4%
+$1,000.71 
PFE Pfizer Inc.
+0.4%
+$1,770.1 
VLO Valero Energy Corporation
+0.38%
+$5,228.86 
AVGO Broadcom Inc.
+0.37%
+$29,551.68 
PG Procter & Gamble Co
+0.37%
+$4,084.71 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$9,606.9 
BAC Bank of America Corporation
+0.36%
+$4,760.58 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$20,030.75 
GD General Dynamics Corporation
+0.32%
+$922.32 
MRK Merck & Co., Inc.
+0.32%
+$8,430.63 
ENVA Enova International Inc.
+0.31%
+$886.37 
SMH VanEck Semiconductor ETF
+0.3%
+$1,947.86 
QQQE Direxion NASDAQ-100 Equal Weighted Index Fund
+0.27%
+$755.72 
JPM JPMorgan Chase & Co.
+0.27%
+$11,457.66 
NRG NRG Energy, Inc.
+0.24%
+$443.19 
VOT Vanguard Mid-Cap Growth ETF
+0.21%
+$3,799.36 
JNJ Johnson & Johnson
+0.21%
+$2,164.52 
CMI Cummins Inc.
+0.19%
+$1,024.83 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$3,797.69 
INTU Intuit Inc.
+0.18%
+$979.27 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$36,973.56 
USB U.S. Bancorp
+0.17%
+$1,437.35 
T AT&T Inc.
+0.17%
+$515 
MS Morgan Stanley
+0.17%
+$513 
KNF Knife River Corporation
+0.16%
+$840.58 
DELL Dell Technologies Inc.
+0.14%
+$711.2 
SLYV SPDR S&P 600 Small Cap Value ETF
+0.14%
+$3,256.2 
MMM 3M Company
+0.12%
+$1,014.69 
ISRG Intuitive Surgical, Inc.
+0.1%
+$237.95 
AVEM Avantis Emerging Markets Equity ETF
+0.1%
+$3,568.95 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$509.76 
WMT Walmart Inc.
+0.09%
+$1,034.72 
JPIB JPMorgan International Bond ETF
+0.06%
+$190.44 
AEP American Electric Power Company, Inc.
+0.06%
+$140 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$1,848.44 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.02%
+$176.43 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$51.48 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
DFSV Dimensional US Small Cap Value ETF
0%
$0 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
HFGM Unlimited HFGM Global Macro ETF
0%
$0 
HFEQ Unlimited HFEQ Equity Long/Short ETF
0%
$0 PCMM
PCMM
0%
$0 
AAPL Apple Inc.
-7.35%
-$595,419.16 
LIN Linde plc
-5.95%
-$19,245.37 
MU Micron Technology, Inc.
-5.9%
-$48,996.81 
EXEL Exelixis Inc.
-5.25%
-$10,992.66 
SPCX Space Exploration Technologies Corp. Class A
-3.41%
-$10,777.62 
SVM Silvercorp Metals Inc.
-2.9%
-$4,952.36 
ABBV AbbVie Inc.
-2.51%
-$58,411.16 
NEM Newmont Corporation
-2.14%
-$6,180.75 
NFLX Netflix, Inc.
-2%
-$35,434.2 
AMD Advanced Micro Devices, Inc.
-1.9%
-$35,842.04 
UTI Universal Technical Institute Inc.
-1.87%
-$4,454.26 
DHI D.R. Horton, Inc.
-1.7%
-$10,569.14 
UNH UnitedHealth Group Incorporated
-1.68%
-$9,841.45 
ADM Archer-Daniels-Midland Co
-1.66%
-$17,911.78 
EC Ecopetrol S.A. Sponsored ADR
-1.58%
-$3,452.77 
LRCX Lam Research Corporation
-1.58%
-$19,984.45 
BZH Beazer Homes USA Inc.
-1.5%
-$3,634.34 
NLR VanEck Uranium and Nuclear ETF
-1.41%
-$8,329.32 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$5,969.02 
DAL Delta Air Lines, Inc.
-1.3%
-$3,413.2 
AER AerCap Holdings N.V.
-1.29%
-$2,752.1 
FCX Freeport-McMoRan Inc.
-1.28%
-$3,664.44 
BLOK Amplify Transformational Data Sharing ETF
-1.22%
-$2,571.79 
F Ford Motor Company
-1.21%
-$3,482.1 
NEE NextEra Energy, Inc.
-1.15%
-$2,936.07 
DE Deere & Company
-1.13%
-$6,493.99 
VLUE iShares MSCI USA Value Factor ETF
-1.13%
-$2,772.54 
OTTR Otter Tail Corporation
-1.1%
-$2,406.88 
TXN Texas Instruments Inc
-1.08%
-$27,914.04 
KO The Coca-Cola Company
-1.02%
-$27,140.4 
XOM Exxon Mobil Corporation
-0.97%
-$21,022.2 
WAL Western Alliance Bancorporation
-0.94%
-$5,462.12 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.83%
-$12,089.29 
IQLT iShares MSCI International Quality Factor ETF
-0.81%
-$5,974.52 
KMB Kimberly-Clark Corporation
-0.8%
-$2,425.28 
HIG The Hartford Insurance Group, Inc.
-0.8%
-$2,307.37 
IWO iShares Russell 2000 Growth ETF
-0.75%
-$4,717.99 
MA Mastercard Incorporated
-0.74%
-$2,337.5 
BLK BlackRock, Inc.
-0.73%
-$9,671.75 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.72%
-$88,496.76 
LIND Lindblad Expeditions Holdings Inc.
-0.7%
-$2,103.78 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.67%
-$6,760.39 
DUK Duke Energy Corporation
-0.67%
-$3,005.52 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$36,794.11 
AMGN Amgen Inc.
-0.64%
-$15,224.78 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$1,866.06 
DIHP Dimensional International High Profitability Portfolio
-0.63%
-$76,172.8 
EFA iShares MSCI EAFE ETF
-0.62%
-$1,594.56 
PM Philip Morris International Inc.
-0.61%
-$3,505.75 
SCHF Schwab International Equity ETF
-0.58%
-$73,114.4 
LLY Eli Lilly and Company
-0.53%
-$8,575.87 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$50,084.68 
DISV Dimensional International Small Cap Equity Fund
-0.52%
-$15,452.36 
VYMI Vanguard International High Dividend Yield Index Fund
-0.51%
-$1,544.41 
AVDV Avantis International Small Cap Value ETF
-0.48%
-$96,386 
SPG Simon Property Group, Inc.
-0.46%
-$1,797.6 
PEP PepsiCo, Inc.
-0.46%
-$3,580.16 
LINC Lincoln Educational Services Corporation
-0.45%
-$1,160.32 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$1,193.02 
HD The Home Depot, Inc.
-0.42%
-$11,444.03 
APLU Allspring Core Plus ETF
-0.38%
-$4,588.13 
VGT Vanguard Information Technology ETF
-0.38%
-$1,988.32 
AXP American Express Company
-0.38%
-$2,548.87 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$19,894.13 
DSTL Distillate U.S. Fundamental Stability & Value ETF
-0.37%
-$1,667.52 
OSK Oshkosh Corporation
-0.36%
-$724.71 
JDVI John Hancock Disciplined Value International Select ETF
-0.35%
-$783.96 
MMIT NYLI MacKay Muni Intermediate ETF
-0.33%
-$12,307.76 
IWP iShares Russell Mid-Cap Growth ETF
-0.32%
-$12,777.36 
IDOG Alps International Sector Dividend Dogs ETF
-0.32%
-$47,696.6 
IWS iShares Russell Mid-Cap Value ETF
-0.31%
-$12,322.11 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.31%
-$9,208.22 
CWI SPDR MSCI ACWI ex-US ETF
-0.3%
-$21,332.88 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$622.79 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$1,755.38 
VTV Vanguard Value ETF
-0.27%
-$1,725.72 
DUHP Dimensional US High Profitability ETF
-0.27%
-$41,726.41 
SCHV Schwab U.S. Large-Cap Value ETF
-0.26%
-$102,086.64 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.26%
-$5,692.5 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$624.25 
BSVO EA Bridgeway Omni Small-Cap Value Fund
-0.25%
-$56,946.86 
IWN iShares Russell 2000 Value ETF
-0.25%
-$7,450.03 
COST Costco Wholesale Corporation
-0.24%
-$2,364.33 
VOE Vanguard Mid-Cap Value ETF
-0.23%
-$1,353.09 
MDYV SPDR S&P 400 Mid Cap Value ETF
-0.22%
-$2,444.4 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.22%
-$3,809.12 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$405.83 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$5,937.66 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$615.36 
BKNG Booking Holdings Inc.
-0.18%
-$704.52 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.17%
-$34,595.4 
AZZ Azz Inc.
-0.17%
-$345.13 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$5,291.25 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.16%
-$16,004.2 
IXUS iShares Core International Stock ETF
-0.15%
-$1,411.9 
OUSM Alps O’Shares U.S. Small-Cap Quality Dividend ETF
-0.14%
-$4,557.49 
IDV iShares International Select Dividend ETF
-0.14%
-$5,503.92 
MUB iShares National Muni Bond ETF
-0.11%
-$1,605 
JMUB JPMorgan Municipal Bond ETF
-0.11%
-$2,519.55 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$1,388.64 
MDU MDU Resources Group, Inc.
-0.1%
-$572.56 
HYD VanEck High Yield Muni ETF
-0.1%
-$2,373.8 
DON WisdomTree U.S. MidCap Dividend Fund
-0.09%
-$2,784.95 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-0.08%
-$526.86 
FMB First Trust Managed Municipal Fund
-0.08%
-$3,901.96 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.06%
-$10,433.73 
VO Vanguard Mid-Cap ETF
-0.05%
-$172.64 
DFNM Dimensional National Municipal Bond ETF
-0.04%
-$5,457.98 
V Visa Inc. Class A
-0.04%
-$1,024.87 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$149.04 
TGT Target Corporation
-0.01%
-$187.97 Events
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Dividends
Dividend Analysis
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No Data
| Trades 1070 | Longs Won 737/1070 68% | Profit Factor 17.64 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $565,327.13 |
| Average Win $192,819.37 | Best Trade (Aug 17) $10.42M | Sharpe Ratio -12.74 |
| Average Loss -$24,193.22 | Worst Trade (Sep 02) -$469,481.74 | Z-Score 9.83 (100%) |
| Commissions $0 | Avg. Trade Length 9m 3w 6d | Expectancy $125,282.35 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 27,778 | 25,000 | 22,222 | 19,444 | 16,667 | 13,889 | 11,111 | 8,333 | 5,556 | 2,778 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 24,283 | $6.14M | $7.5M | - | $1.36M | 22.12% | -7.354% |
| ABBV AbbVie Inc. | 9,028 | $1.74M | $2.27M | - | $530,436.88 | 30.57% | -2.513% |
| ACN Accenture plc Class A | 1,844 | $565,291.15 | $305,956.48 | - | -$259,334.67 | -45.88% | +1.611% |
| ADM Archer-Daniels-Midland Co | 13,367 | $971,647 | $1.06M | - | $87,955.09 | 9.05% | -1.662% |
| ADP Automatic Data Processing Inc. | 2,273 | $654,738.56 | $605,663.56 | - | -$49,075 | -7.5% | +0.982% |
| AEHR Aehr Test Systems | 5,815 | $215,620.57 | $465,083.7 | - | $249,463.13 | 115.7% | +4.046% |
| AEP American Electric Power Company, Inc. | 2,000 | $273,620 | $255,700 | - | -$17,920 | -6.55% | +0.055% |
| AER AerCap Holdings N.V. | 1,397 | $203,655 | $210,807.29 | - | $7,152.29 | 3.51% | -1.289% |
| AGG iShares Core U.S. Aggregate Bond ETF | 2,497 | $250,056.57 | $243,132.89 | - | -$6,923.68 | -2.77% | -0.256% |
| AIR AAR Corp. | 1,787 | $255,416 | $250,251.47 | - | -$5,164.53 | -2.02% | +0.401% |
| AMD Advanced Micro Devices, Inc. | 3,879 | $449,834.7 | $1.85M | - | $1.4M | 310.59% | -1.904% |
| AMGN Amgen Inc. | 6,139 | $1.76M | $2.36M | - | $600,573.5 | 34.05% | -0.64% |
| AMZN Amazon.com Inc | 17,076 | $3.69M | $4.64M | - | $950,475.33 | 25.78% | +15.321% |
| ANET Arista Networks, Inc. | 1,280 | $217,446 | $230,848.01 | - | $13,402.01 | 6.16% | +5.456% |
| APLU Allspring Core Plus ETF | 49,871 | $1.24M | $1.2M | - | -$36,325.3 | -2.93% | -0.38% |
| AROC Archrock Inc. | 6,066 | $246,947 | $216,920.16 | - | -$30,026.84 | -12.16% | +0.96% |
| ARW Arrow Electronics Inc. | 1,257 | $268,256 | $272,228.5 | - | $3,972.5 | 1.48% | +1.748% |
| ASML ASML Holding N.V. New York Registry Shares | 266 | $303,154.15 | $433,314 | - | $130,159.85 | 42.94% | -1.359% |
| AVDV Avantis International Small Cap Value ETF | 192,772 | $14.82M | $20.17M | - | $5.36M | 36.16% | -0.476% |
| AVEM Avantis Emerging Markets Equity ETF | 39,655 | $2.54M | $3.55M | - | $1.01M | 39.65% | +0.101% |
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Option values are updated at end of day.
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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 International Equity ETF - $2.56M, Schwab U.S. Large-Cap Value ETF - $2.51M, Schwab U.S. Dividend Equity ETF - $1.47M, Vanguard International Dividend Appreciation Index Fund - $1.08M, and Alps International Sector Dividend Dogs ETF - $998,569.49. 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 - $172,371, Automatic Data Processing Inc - $112,594.39, 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 $19.55M earned over time. The largest contributors to dividend income include Schwab U.S. Dividend Equity ETF - $1.32M, Schwab U.S. Large-Cap Value ETF - $1.24M, JPMorgan Equity Premium Income Fund - $957,084.92, Alps International Sector Dividend Dogs ETF - $947,390.35, and Vanguard Intermediate-Term Treasury Fund - $926,695.38. 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 look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
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 may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
