Brass Tax Wealth Management, Inc Purchases in Q3 2025

Brass Tax Wealth Management, Inc

  • $602 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VFMF
Vanguard Wellington Fd Us Mult

ETFs
166K
New
$132.51 - $145.94 $21.9M - $24.2M
166K $23.9B
BND
Vanguard Bd Index Fd Inc Total

ETFs
271K
+ 111.66%
$72.57 - $74.72 $19.6M - $20.2M
513K $38.2B
CGGR
Capital Group Growth ETF Shs C

ETFs
302K
New
$40.2 - $44.58 $12.1M - $13.5M
302K $13.3B
SCHG
Schwab Strategic Tr Us Large C

ETFs
264K
+ 33.22%
$28.92 - $32.19 $7.62M - $8.49M
1.06M $33.7B
EFA
Ishares Tr Msci Eafe ETF

ETFs
90.6K
+ 27.0%
$87.29 - $93.61 $7.91M - $8.48M
426K $39.8B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.48K
+ 2.5%
$567.77 - $614.76 $1.98M - $2.14M
143K $87.6B
DGRO
Ishares Core Dividend Growth E

ETFs
102K
+ 46.36%
$64.12 - $68.08 $6.52M - $6.92M
321K $21.9B
IVV
Ishares Core S&P 500 ETF

ETFs
11.1K
New
$620.67 - $670.08 $6.9M - $7.45M
11.1K $7.44B
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
162K
+ 43.06%
$28.95 - $29.73 $4.68M - $4.81M
537K $16B
AAPL
Apple Inc.

Technology
624
+ 1.22%
$202.38 - $256.87 $126K - $160K
51.6K $13.2B
IVW
Ishares S&P 500 Growth ETF

ETFs
13.8K
New
$108.97 - $121.65 $1.5M - $1.67M
13.8K $1.66B
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
20.8K
+ 4.9%
$26.52 - $27.64 $552K - $575K
446K $12.3B
IVE
Ishares S&P 500 Value ETF

ETFs
550
+ 0.73%
$194.44 - $206.51 $107K - $114K
76.3K $15.8B
GOOGL
Alphabet Inc.

Communication Services
269
+ 2.41%
$174.36 - $254.72 $46.9K - $68.5K
11.4K $2.78B
IWD
Ishares Russell 1000 Val ETF

ETFs
3.7K
New
$192.76 - $203.86 $713K - $754K
3.7K $753M
SPY
Spdr S&P 500 ETF Trust

ETFs
123
+ 1.33%
$617.65 - $666.84 $76K - $82K
9.34K $6.22B
AVUV
American Centy ETF Tr Avantis

ETFs
4.8K
New
$90.37 - $102.12 $433K - $490K
4.8K $477M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
4.66K
New
$100.37 - $100.74 $468K - $470K
4.66K $470M
SECT
Sector 10, Inc.

ETFs
3.77K
+ 8.9%
$57.95 - $63.16 $219K - $238K
46.2K $2.91B
GE
General Electric CO

Industrials
1.07K
+ 44.82%
$244.75 - $305.63 $262K - $327K
3.45K $1.04B
NVDA
Nvidia Corp

Technology
739
+ 7.58%
$153.3 - $186.58 $113K - $138K
10.5K $1.96B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
5.22K
+ 10.63%
$55.15 - $58.11 $288K - $303K
54.3K $3.12B
MSFT
Microsoft Corp

Technology
199
+ 1.32%
$491.09 - $535.64 $97.7K - $107K
15.3K $7.92B
AVLV
American Centy ETF Tr Avantis
5.53K
New
$68.33 - $72.69 $378K - $402K
5.53K $400M
Innovator Etfs Trust
14.2K
New
N/A
14.2K $377M
VUG
Vanguard Growth ETF

ETFs
681
+ 66.12%
$433.97 - $484.08 $296K - $330K
1.71K $821M
QQQ
Invesco Qqq Trust, Series 1

ETFs
253
+ 7.95%
$546.99 - $602.2 $138K - $152K
3.44K $2.06B
VT
Vanguard Total World Stk Index

ETFs
1.92K
+ 60.88%
$128.41 - $138.03 $247K - $265K
5.08K $700M
TSLA
Tesla, Inc.

Consumer Cyclical
125
+ 6.66%
$293.94 - $444.72 $36.7K - $55.6K
2K $890M
AVGO
Broadcom Inc.

Technology
521
+ 24.8%
$264.74 - $369.57 $138K - $193K
2.62K $865M
Ralliant Corp
6.16K
New
N/A
6.16K $269M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
384
+ 8.89%
$459.11 - $506.91 $176K - $195K
4.7K $2.36B
NJUL
Innovator Growth 100 Power Buf

Technology
3.53K
New
$67.81 - $71.18 $239K - $251K
3.53K $251M
PPG
Ppg Industries Inc

Basic Materials
2.36K
New
$103.65 - $119.07 $245K - $281K
2.36K $248M
RDVY
First Trust Rising Dividend Ac

ETFs
3.63K
New
$62.38 - $67.29 $227K - $244K
3.63K $244M
EDOW
First Tr Exchange Traded Fd

ETFs
5.9K
New
$37.96 - $39.95 $224K - $236K
5.9K $236M
GOOG
Alphabet Inc.

Communication Services
54
+ 1.68%
$175.16 - $255.24 $9.46K - $13.8K
3.27K $796M
Ge Vernova Inc
267
+ 37.45%
N/A
980 $603M
JNJ
Johnson & Johnson

Healthcare
432
+ 9.79%
$155.17 - $185.42 $67K - $80.1K
4.85K $899M
DAL
Delta Air Lines, Inc.

Industrials
3.93K
New
$49.0 - $61.97 $193K - $244K
3.93K $223M
LMT
Lockheed Martin Corp

Industrials
446
New
$410.74 - $499.21 $183K - $223K
446 $223M
INTC
Intel Corp

Technology
6.55K
New
$19.31 - $35.5 $127K - $233K
6.55K $220M
ORI
Old Republic International Corp

Financial Services
5.13K
New
$35.74 - $42.47 $183K - $218K
5.13K $218M
WFC
Wells Fargo & Company

Financial Services
2.48K
New
$77.05 - $85.16 $191K - $211K
2.48K $208M
EA
Electronic Arts Inc.

Communication Services
1.02K
New
$147.79 - $202.05 $151K - $206K
1.02K $206M
LLY
Eli Lilly & CO

Healthcare
502
+ 4.66%
$625.65 - $812.69 $314K - $408K
11.3K $8.6B
ETN
Eaton Corp PLC

Industrials
546
New
$342.99 - $392.76 $187K - $214K
546 $204M
MPC
Marathon Petroleum Corp

Energy
1.06K
New
$158.59 - $198.69 $168K - $210K
1.06K $204M
Linde PLC
425
New
N/A
425 $202M
Activity Summary
Buys All Purchases 116 New Holdings 24 Increased Positions 92 Sells All Sells 86 Reductions 86 Sold out 0 Options Calls 0 Puts 0
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