Brady Martz Wealth Solutions, LLC
Top Portfolio Positions
101 positions ·
$111,835,852 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
41,670 | $7,267,248 | 6.50% | |
| AVGO |
Broadcom Inc.
Technology
|
20,439 | $6,326,074 | 5.66% | |
| AAPL |
Apple Inc.
Technology
|
23,929 | $6,072,940 | 5.43% | |
| MSFT |
Microsoft Corp
Technology
|
10,098 | $3,737,976 | 3.34% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
12,026 | $3,537,568 | 3.16% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
12,121 | $3,485,514 | 3.12% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
16,525 | $3,441,661 | 3.08% | |
| META |
Meta Platforms, Inc.
Communication Services
|
4,712 | $2,695,876 | 2.41% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
8,137 | $2,676,177 | 2.39% | |
| CVX |
Chevron Corp
Energy
|
12,145 | $2,512,800 | 2.25% |
Portfolio Trend
6 quarters · across all stocks
Holdings in SPOK
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $133,198 | 12,220 | Shares | Sole | 2026-04-15 | |
| No 13F history on record for this holder in this stock. | ||||||