Brass Tax Wealth Management, Inc Purchases in Q3 2024

Brass Tax Wealth Management, Inc

  • $252 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHX
Schwab Strategic Tr Us Large C

ETFs
44.8K
New
$61.11 - $67.85 $2.74M - $3.04M
44.8K $3.04M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
16.4K
New
$96.25 - $101.98 $1.58M - $1.67M
16.4K $1.66M
PECO
Phillips Edison & Company, Inc.

Real Estate
10K
New
$32.1 - $38.93 $321K - $390K
10K $377K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
5.11K
New
$63.74 - $73.47 $326K - $375K
5.11K $365K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.23K
New
$211.47 - $281.27 $261K - $347K
1.23K $302K
IBM
International Business Machines Corp

Technology
1.13K
New
$175.1 - $223.38 $197K - $252K
1.13K $248K
AXP
American Express CO

Financial Services
894
New
$225.92 - $271.17 $202K - $242K
894 $242K
GILD
Gilead Sciences, Inc.

Healthcare
2.88K
New
$66.59 - $83.99 $192K - $242K
2.88K $241K
AXON
Axon Enterprise, Inc.

Industrials
600
New
$286.16 - $399.6 $172K - $240K
600 $239K
XEL
Xcel Energy Inc

Utilities
3.54K
New
$52.11 - $65.3 $184K - $231K
3.54K $231K
DHI
Horton D R Inc

Consumer Cyclical
1.16K
New
$135.21 - $197.06 $157K - $229K
1.16K $221K
FYX
First Tr Small Cap Core Alphad

ETFs
2.09K
New
$89.32 - $100.62 $187K - $210K
2.09K $208K
SNX
Td Synnex Corp

Technology
1.69K
New
$109.37 - $122.34 $185K - $206K
1.69K $202K
Fidelity Covington Trust
11.6K
New
N/A
11.6K $0
First Tr Exchng Traded Fd Vi
9.7K
New
N/A
9.7K $0
Innovator Etfs Trust
15.9K
New
N/A
15.9K $0
Innovator Etfs Trust
17.8K
New
N/A
17.8K $0
Innovator Etfs Trust
7.86K
New
N/A
7.86K $0
Innovator Etfs Trust
18.6K
New
N/A
18.6K $0
First Tr Exchng Traded Fd Vi
8.63K
New
N/A
8.63K $0
AMTX
Aemetis, Inc

Energy
500
+ 3.73%
$2.21 - $3.95 $1.11K - $1.98K
13.9K $31K
XONE
Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF

Industrial Goods
140
+ 3.38%
N/A
4.28K $0
HD
Home Depot, Inc.

Consumer Cyclical
184
+ 30.46%
$333.64 - $405.2 $61.4K - $74.6K
788 $319K
DIS
Walt Disney CO

Communication Services
54
+ 2.45%
$85.6 - $98.61 $4.62K - $5.32K
2.26K $217K
NVDA
Nvidia Corp

Technology
985
+ 52.96%
$98.91 - $134.91 $97.4K - $133K
2.85K $345K
CVX
Chevron Corp

Energy
40
+ 2.67%
$137.88 - $161.97 $5.52K - $6.48K
1.54K $226K
PAYX
Paychex Inc

Industrials
59
+ 2.96%
$116.17 - $135.19 $6.85K - $7.98K
2.05K $274K
BMY
Bristol Myers Squibb CO

Healthcare
42
+ 0.73%
$39.66 - $51.75 $1.67K - $2.17K
5.81K $300K
ELV
Elevance Health, Inc.

Healthcare
196
+ 44.14%
$500.12 - $562.29 $98K - $110K
640 $332K
CSCO
Cisco Systems, Inc.

Technology
80
+ 1.47%
$44.74 - $53.22 $3.58K - $4.26K
5.52K $293K
VZ
Verizon Communications Inc

Communication Services
112
+ 1.73%
$38.89 - $45.0 $4.36K - $5.04K
6.58K $295K
DUK
Duke Energy Corp

Utilities
10
+ 0.36%
$99.35 - $117.71 $994 - $1.18K
2.75K $317K
FTCS
First Trust Capital Strength E

ETFs
290
+ 8.79%
$83.58 - $90.94 $24.2K - $26.4K
3.59K $325K
PFE
Pfizer Inc

Healthcare
158
+ 1.53%
$27.7 - $31.39 $4.38K - $4.96K
10.5K $303K
GE
General Electric CO

Industrials
11
+ 0.56%
$156.66 - $189.66 $1.72K - $2.09K
1.97K $371K
T
At&T Inc.

Communication Services
71
+ 0.43%
$18.21 - $22.28 $1.29K - $1.58K
16.5K $362K
CTAS
Cintas Corp

Industrials
1.36K
+ 300.0%
$201.38 - $819.83 $274K - $1.12M
1.82K $373K
WEC
Wec Energy Group, Inc.

Utilities
35
+ 0.86%
$77.68 - $96.19 $2.72K - $3.37K
4.12K $396K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
35.5K
+ 276.92%
$28.11 - $29.42 $997K - $1.04M
48.3K $1.42M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
100
+ 1.02%
$36.98 - $41.55 $3.7K - $4.16K
9.95K $409K
SPY
Spdr S&P 500 ETF Trust

ETFs
2
+ 0.29%
$517.38 - $573.86 $1.03K - $1.15K
700 $401K
AMD
Advanced Micro Devices Inc

Technology
15
+ 0.63%
$128.67 - $183.96 $1.93K - $2.76K
2.38K $390K
PEP
Pepsico Inc

Consumer Defensive
212
+ 8.66%
$161.9 - $179.3 $34.3K - $38K
2.66K $452K
CSX
Csx Corp

Industrials
444
+ 3.54%
$32.48 - $35.45 $14.4K - $15.7K
13K $448K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
1.7K
+ 10.84%
$28.1 - $29.89 $47.8K - $50.8K
17.4K $519K
LOW
Lowes Companies Inc

Consumer Cyclical
158
+ 7.67%
$213.3 - $270.78 $33.7K - $42.8K
2.22K $600K
V
Visa Inc.

Financial Services
257
+ 12.59%
$253.74 - $291.56 $65.2K - $74.9K
2.3K $631K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1.87K
+ 15.55%
$53.41 - $57.9 $99.9K - $108K
13.9K $803K
ISRG
Intuitive Surgical Inc

Healthcare
56
+ 2.24%
$416.14 - $494.01 $23.3K - $27.7K
2.56K $1.26M
Activity Summary
Buys All Purchases 64 New Holdings 21 Increased Positions 43 Sells All Sells 45 Reductions 43 Sold out 2 Options Calls 0 Puts 0
Track This Portfolio

Track Brass Tax Wealth Management, Inc Portfolio

Follow Brass Tax Wealth Management, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Brass Tax Wealth Management, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Brass Tax Wealth Management, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email