Brass Tax Wealth Management, Inc Purchases in Q2 2025

Brass Tax Wealth Management, Inc

  • $519 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DJD
Invesco Exchange Traded Fd Tr

ETFs
63
+ 0.61%
$47.46 - $53.19 $2.99K - $3.35K
10.3K $549M
MDLZ
Mondelez International, Inc.

Consumer Defensive
92
+ 0.71%
$63.54 - $68.5 $5.85K - $6.3K
13K $874M
VZ
Verizon Communications Inc

Communication Services
242
+ 3.35%
$41.67 - $45.62 $10.1K - $11K
7.46K $323M
LOW
Lowes Companies Inc

Consumer Cyclical
94
+ 3.91%
$210.83 - $235.28 $19.8K - $22.1K
2.5K $555M
MO
Altria Group, Inc.

Consumer Defensive
227
+ 1.52%
$55.56 - $60.91 $12.6K - $13.8K
15.2K $890M
XEL
Xcel Energy Inc

Utilities
28
+ 0.78%
$65.65 - $72.39 $1.84K - $2.03K
3.63K $247M
DUK
Duke Energy Corp

Utilities
14
+ 0.37%
$112.46 - $124.05 $1.57K - $1.74K
3.78K $446M
AMGN
Amgen Inc

Healthcare
34
+ 4.33%
$262.28 - $309.85 $8.92K - $10.5K
819 $229M
WEC
Wec Energy Group, Inc.

Utilities
40
+ 0.78%
$102.24 - $109.76 $4.09K - $4.39K
5.15K $537M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
4.41K
+ 1395.25%
$87.84 - $1441.89 $387K - $6.36M
4.73K $426M
ABBV
Abb Vie Inc.

Healthcare
238
+ 7.76%
$170.16 - $206.27 $40.5K - $49.1K
3.31K $613M
KMB
Kimberly Clark Corp

Consumer Defensive
1
+ 0.04%
$126.84 - $145.22 $127 - $145
2.44K $315M
COP
Conocophillips

Energy
68
+ 2.37%
$82.66 - $106.1 $5.62K - $7.21K
2.93K $263M
JNJ
Johnson & Johnson

Healthcare
71
+ 1.63%
$146.36 - $159.82 $10.4K - $11.3K
4.41K $674M
XOM
Exxon Mobil Corp

Energy
79
+ 1.04%
$99.93 - $119.04 $7.89K - $9.4K
7.64K $824M
PEP
Pepsico Inc

Consumer Defensive
166
+ 2.91%
$128.02 - $151.37 $21.3K - $25.1K
5.88K $776M
DHR
Danaher Corp

Healthcare
31
+ 0.12%
$174.64 - $205.16 $5.41K - $6.36K
25.5K $5.04B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
23
+ 0.54%
$483.48 - $539.8 $11.1K - $12.4K
4.32K $2.1B
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
6
+ 0.07%
$212.1 - $244.27 $1.27K - $1.47K
8.58K $1.88B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
15.9K
+ 3.25%
$24.32 - $27.87 $386K - $442K
503K $13.3B
PG
Procter & Gamble CO

Consumer Defensive
1.35K
+ 2.4%
$157.66 - $172.39 $213K - $232K
57.5K $9.17B
AAPL
Apple Inc.

Technology
1.4K
+ 2.83%
$172.42 - $223.89 $242K - $314K
51K $10.5B
Activity Summary
Buys All Purchases 123 New Holdings 24 Increased Positions 99 Sells All Sells 59 Reductions 59 Sold out 0 Options Calls 0 Puts 0
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