Brass Tax Wealth Management, Inc Incresed Positions in Q1 2025

Brass Tax Wealth Management, Inc

  • $476 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
147K
+ 28.46%
$41.61 - $44.72 $6.12M - $6.58M
664K $28.8B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.02K
+ 88.46%
$442.66 - $534.52 $893K - $1.08M
4.3K $2.29B
PG
Procter & Gamble CO

Consumer Defensive
4.43K
+ 8.55%
$158.56 - $176.26 $702K - $780K
56.2K $9.58B
BND
Vanguard Bd Index Fd Inc Total

ETFs
6.74K
+ 2.82%
$71.17 - $73.66 $480K - $496K
246K $18B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
15.2K
+ 100.32%
$53.6 - $58.97 $812K - $894K
30.3K $1.66B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
15.5K
+ 3.29%
$27.01 - $28.54 $420K - $444K
488K $13.6B
DGRO
Ishares Core Dividend Growth E

ETFs
9.32K
+ 4.55%
$60.46 - $64.42 $563K - $600K
214K $13.2B
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
20.3K
+ 5.81%
$28.55 - $29.09 $580K - $591K
370K $10.7B
LLY
Eli Lilly & CO

Healthcare
26
+ 0.31%
$725.72 - $929.72 $18.9K - $24.2K
8.33K $6.88B
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
21.1K
+ 5.51%
$24.66 - $26.1 $520K - $551K
404K $10.1B
Innovator Etfs Trust
10.4K
+ 51.43%
N/A
30.8K $728M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
28
+ 0.07%
$87.68 - $94.52 $2.46K - $2.65K
37.4K $3.5B
MA
Mastercard Inc

Financial Services
301
+ 44.01%
$504.67 - $576.31 $152K - $173K
985 $540M
SECT
Sector 10, Inc.

ETFs
5.78K
+ 17.53%
$50.98 - $57.8 $295K - $334K
38.8K $1.98B
KR
Kroger CO

Consumer Defensive
394
+ 1.94%
$58.36 - $67.72 $23K - $26.7K
20.7K $1.4B
IVE
Ishares S&P 500 Value ETF

ETFs
953
+ 1.27%
$185.78 - $198.58 $177K - $189K
75.9K $14.5B
FDVV
Fidelity High Dividend ETF

ETFs
3.01K
+ 53.24%
$48.86 - $52.28 $147K - $157K
8.66K $429M
JNJ
Johnson & Johnson

Healthcare
230
+ 5.59%
$142.06 - $167.7 $32.7K - $38.6K
4.34K $720M
XLF
Financial Sector Spdr

ETFs
1.93K
+ 11.84%
$47.32 - $52.19 $91.2K - $101K
18.2K $907M
V
Visa Inc.

Financial Services
108
+ 4.62%
$306.92 - $362.71 $33.1K - $39.2K
2.45K $857M
T
At&T Inc.

Communication Services
35
+ 0.19%
$21.56 - $28.28 $755 - $990
18.9K $533M
ABBV
Abb Vie Inc.

Healthcare
4
+ 0.13%
$169.2 - $216.66 $677 - $867
3.07K $643M
BMY
Bristol Myers Squibb CO

Healthcare
483
+ 3.43%
$53.9 - $63.11 $26K - $30.5K
14.6K $888M
DUK
Duke Energy Corp

Utilities
325
+ 9.45%
$105.87 - $121.97 $34.4K - $39.6K
3.76K $459M
XOM
Exxon Mobil Corp

Energy
2
+ 0.03%
$105.44 - $118.93 $211 - $238
7.56K $899M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
982
+ 12.7%
$76.94 - $78.28 $75.6K - $76.9K
8.71K $682M
MMM
3 M CO

Industrials
21
+ 0.46%
$129.7 - $155.12 $2.72K - $3.26K
4.59K $674M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
2.62K
+ 10.56%
$18.36 - $20.51 $48.1K - $53.7K
27.4K $542M
WEC
Wec Energy Group, Inc.

Utilities
40
+ 0.79%
$92.12 - $108.98 $3.68K - $4.36K
5.11K $557M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
542
+ 2.17%
$77.7 - $78.94 $42.1K - $42.8K
25.5K $2.01B
GILD
Gilead Sciences, Inc.

Healthcare
80
+ 2.77%
$89.14 - $117.41 $7.13K - $9.39K
2.96K $332M
ELV
Elevance Health, Inc.

Healthcare
2
+ 0.21%
$365.9 - $436.25 $732 - $873
937 $407M
JPM
Jpmorgan Chase & CO

Financial Services
26
+ 0.26%
$225.19 - $279.95 $5.85K - $7.28K
9.94K $2.44B
ABT
Abbott Laboratories

Healthcare
3
+ 0.1%
$111.1 - $140.22 $333 - $421
2.98K $396M
CSCO
Cisco Systems, Inc.

Technology
480
+ 5.96%
$58.74 - $64.87 $28.2K - $31.1K
8.53K $527M
MDT
Medtronic PLC

Healthcare
83
+ 2.01%
$79.84 - $94.5 $6.63K - $7.84K
4.22K $379M
VZ
Verizon Communications Inc

Communication Services
219
+ 3.13%
$37.81 - $46.49 $8.28K - $10.2K
7.22K $327M
CTVA
Corteva, Inc.

Basic Materials
205
+ 3.58%
$55.94 - $66.15 $11.5K - $13.6K
5.93K $373M
SO
Southern CO

Utilities
155
+ 4.6%
$80.96 - $92.96 $12.5K - $14.4K
3.53K $324M
DJD
Invesco Exchange Traded Fd Tr

ETFs
437
+ 4.45%
$50.21 - $54.3 $21.9K - $23.7K
10.3K $542M
MCD
Mcdonalds Corp

Consumer Cyclical
77
+ 10.85%
$279.74 - $321.29 $21.5K - $24.7K
787 $246M
UNH
Unitedhealth Group Inc

Healthcare
40
+ 5.59%
$461.52 - $548.18 $18.5K - $21.9K
756 $396M
KMB
Kimberly Clark Corp

Consumer Defensive
1
+ 0.04%
$124.46 - $147.4 $124 - $147
2.44K $347M
XLC
Select Sector Spdr Tr Communic

ETFs
285
+ 4.48%
$94.84 - $105.31 $27K - $30K
6.65K $641M
NRG
Nrg Energy, Inc.

Utilities
37
+ 0.98%
$84.82 - $113.33 $3.14K - $4.19K
3.8K $362M
CINF
Cincinnati Financial Corp

Financial Services
94
+ 5.25%
$133.67 - $147.81 $12.6K - $13.9K
1.89K $279M
COST
Costco Wholesale Corp

Consumer Defensive
13
+ 5.42%
$890.62 - $1076.86 $11.6K - $14K
253 $239M
VUG
Vanguard Growth ETF

ETFs
132
+ 16.34%
$369.1 - $427.61 $48.7K - $56.4K
940 $349M
XEL
Xcel Energy Inc

Utilities
27
+ 0.76%
$63.37 - $72.1 $1.71K - $1.95K
3.6K $255M
Activity Summary
Buys All Purchases 97 New Holdings 16 Increased Positions 81 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 0 Puts 0
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