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
SPG
Simon Property Group Inc

Real Estate
1.07K
New
$159.93 - $187.67 $171K - $200K
1.07K $200M
Innovator Etfs Trust
6.44K
+ 41.57%
N/A
21.9K $580M
ABBV
Abb Vie Inc.

Healthcare
55
+ 1.66%
$184.85 - $231.54 $10.2K - $12.7K
3.36K $778M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
500
+ 2.44%
$72.65 - $78.68 $36.3K - $39.3K
21K $1.64B
XOM
Exxon Mobil Corp

Energy
883
+ 11.56%
$105.83 - $117.22 $93.4K - $104K
8.52K $961M
VGT
Vanguard Information Technolog

ETFs
77
+ 9.14%
$656.44 - $753.15 $50.5K - $58K
919 $686M
Innovator Etfs Trust
3.58K
+ 10.88%
N/A
36.5K $1.07B
Innovator Etfs Trust
3.75K
+ 21.73%
N/A
21K $604M
RTX
Raytheon Technologies Corp

Industrials
358
+ 14.95%
$144.19 - $167.33 $51.6K - $59.9K
2.75K $461M
SCHA
Schwab Strategic Tr Us Small C

ETFs
929
+ 3.37%
$25.29 - $28.33 $23.5K - $26.3K
28.5K $795M
WMT
Walmart Inc.

Consumer Defensive
553
+ 7.45%
$94.4 - $104.27 $52.2K - $57.7K
7.98K $822M
VIG
Vanguard Dividend Appreciation

ETFs
347
+ 26.69%
N/A
1.65K $356M
First Tr Exchng Traded Fd Vi
2.18K
+ 20.47%
N/A
12.8K $403M
LOW
Lowes Companies Inc

Consumer Cyclical
2
+ 0.08%
$215.01 - $273.02 $430 - $546
2.5K $629M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
117
+ 1.53%
$128.6 - $136.01 $15K - $15.9K
7.78K $1.05B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1.04K
+ 3.21%
$21.69 - $23.34 $22.5K - $24.2K
33.4K $776M
AMD
Advanced Micro Devices Inc

Technology
68
+ 2.64%
$134.8 - $184.42 $9.17K - $12.5K
2.64K $427M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
980
+ 5.62%
$31.79 - $33.42 $31.2K - $32.8K
18.4K $616M
CAT
Caterpillar Inc

Industrials
2
+ 0.31%
$390.92 - $477.15 $782 - $954
649 $310M
IWF
Ishares Russell 1000 Gr ETF

ETFs
74
+ 13.7%
$420.11 - $472.68 $31.1K - $35K
614 $288M
VBR
Vanguard Small Cap Value ETF

ETFs
66
+ 2.03%
$195.41 - $212.37 $12.9K - $14K
3.32K $694M
FDL
First Tr Morningstar Dividend

ETFs
996
+ 17.58%
$41.96 - $44.59 $41.8K - $44.4K
6.66K $289M
GPC
Genuine Parts CO

Consumer Cyclical
135
+ 7.06%
$122.23 - $142.77 $16.5K - $19.3K
2.05K $284M
BAC
Bank Of America Corp

Financial Services
242
+ 2.72%
$44.92 - $52.42 $10.9K - $12.7K
9.14K $472M
CSX
Csx Corp

Industrials
362
+ 2.83%
$32.05 - $36.52 $11.6K - $13.2K
13.2K $468M
DUK
Duke Energy Corp

Utilities
217
+ 5.75%
$116.31 - $125.93 $25.2K - $27.3K
3.99K $494M
FVD
First Tr Value Line Divid Inde

ETFs
845
+ 14.35%
$44.73 - $46.86 $37.8K - $39.6K
6.73K $311M
XEL
Xcel Energy Inc

Utilities
27
+ 0.74%
$67.56 - $80.65 $1.82K - $2.18K
3.65K $295M
FITB
Fifth Third Bancorp

Financial Services
337
+ 3.91%
$40.91 - $46.28 $13.8K - $15.6K
8.97K $399M
MDT
Medtronic PLC

Healthcare
53
+ 1.29%
$87.67 - $95.74 $4.65K - $5.07K
4.17K $397M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
294
+ 1.24%
$78.96 - $80.04 $23.2K - $23.5K
24K $1.92B
VV
Vanguard Large Cap ETF

ETFs
28
+ 3.13%
$285.05 - $309.14 $7.98K - $8.66K
924 $284M
AMZN
Amazon Com Inc

Consumer Cyclical
117
+ 1.21%
$211.65 - $238.24 $24.8K - $27.9K
9.79K $2.15B
COP
Conocophillips

Energy
133
+ 4.53%
$91.0 - $98.99 $12.1K - $13.2K
3.07K $290M
META
Meta Platforms, Inc.

Communication Services
38
+ 10.95%
$695.21 - $791.73 $26.4K - $30.1K
385 $283M
TSCO
Tractor Supply CO

Consumer Cyclical
27
+ 0.45%
$54.08 - $62.65 $1.46K - $1.69K
6.03K $343M
Veralto Corp
10
+ 0.23%
N/A
4.4K $469M
IJK
Ishares S&P Midcap 400 Growth

ETFs
11
+ 0.23%
$91.28 - $97.59 $1K - $1.07K
4.79K $459M
DJD
Invesco Exchange Traded Fd Tr

ETFs
11
+ 0.11%
$52.86 - $55.4 $581 - $609
10.3K $571M
MMM
3 M CO

Industrials
48
+ 1.03%
$144.41 - $160.2 $6.93K - $7.69K
4.69K $727M
AXP
American Express CO

Financial Services
17
+ 1.47%
$294.27 - $342.31 $5K - $5.82K
1.17K $390M
CSCO
Cisco Systems, Inc.

Technology
397
+ 4.27%
$66.2 - $71.79 $26.3K - $28.5K
9.69K $663M
MCD
Mcdonalds Corp

Consumer Cyclical
17
+ 2.2%
$291.67 - $316.99 $4.96K - $5.39K
791 $240M
F
Ford Motor CO

Consumer Cyclical
3
+ 0.02%
$10.82 - $12.09 $32.5 - $36.3
12.3K $147M
AMGN
Amgen Inc

Healthcare
34
+ 4.15%
$271.18 - $309.22 $9.22K - $10.5K
853 $241M
ABT
Abbott Laboratories

Healthcare
136
+ 4.25%
$120.51 - $136.62 $16.4K - $18.6K
3.34K $447M
MA
Mastercard Inc

Financial Services
2
+ 0.2%
$550.18 - $598.96 $1.1K - $1.2K
1.02K $580M
VZ
Verizon Communications Inc

Communication Services
70
+ 0.94%
$40.84 - $45.06 $2.86K - $3.15K
7.53K $331M
EFG
Msci Eafe Growth ETF

ETFs
22
+ 1.22%
$106.99 - $114.46 $2.35K - $2.52K
1.83K $208M
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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