Brady Martz Wealth Solutions, LLC

CIK
2049470
City
GRAND FORKS
State / Country
ND

Top Portfolio Positions

100 positions · $109,428,352 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
NVDA
Nvidia Corp
Technology
41,670 $7,267,248 6.64%
AVGO
Broadcom Inc.
Technology
20,439 $6,326,074 5.78%
AAPL
Apple Inc.
Technology
23,929 $6,072,940 5.55%
MSFT
Microsoft Corp
Technology
10,098 $3,737,976 3.42%
JPM
Jpmorgan Chase & Co
Financial Services
12,026 $3,537,568 3.23%
GOOGL
Alphabet Inc.
Communication Services
12,121 $3,485,514 3.19%
AMZN
Amazon Com Inc
Consumer Cyclical
16,525 $3,441,661 3.15%
META
Meta Platforms, Inc.
Communication Services
4,712 $2,695,876 2.46%
HD
Home Depot, Inc.
Consumer Cyclical
8,137 $2,676,177 2.45%
CVX
Chevron Corp
Energy
12,145 $2,512,800 2.30%

Holdings in WAL

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Report Date Value (USD) Shares
2026-03-31 $495,312 6,991