Brass Tax Wealth Management, Inc New Holdings in Q2 2025

Brass Tax Wealth Management, Inc

  • $519 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
12.2K
New
$45.11 - $52.34 $549K - $637K
12.2K $637M
FSK
Fs Kkr Capital Corp

Financial Services
30.5K
New
$17.95 - $21.5 $548K - $657K
30.5K $634M
PNC
Pnc Financial Services Group, Inc.

Financial Services
2.76K
New
$149.76 - $186.42 $413K - $514K
2.76K $514M
First Tr Exchng Traded Fd Vi
23K
New
N/A
23K $477M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
5.75K
New
$39.89 - $49.46 $229K - $284K
5.75K $284M
AXON
Axon Enterprise, Inc.

Industrials
325
New
$497.13 - $827.94 $162K - $269K
325 $269M
FVD
First Tr Value Line Divid Inde

ETFs
5.89K
New
$40.62 - $45.12 $239K - $266K
5.89K $263M
META
Meta Platforms, Inc.

Communication Services
347
New
$484.66 - $738.09 $168K - $256K
347 $256M
TMUS
T Mobile Us, Inc.

Communication Services
1.07K
New
$220.99 - $268.54 $237K - $288K
1.07K $255M
AMAT
Applied Materials Inc

Technology
1.3K
New
$126.95 - $183.52 $165K - $239K
1.3K $238M
IFV
First Trust Dorsey Wright Inte

ETFs
10.1K
New
$17.98 - $22.92 $182K - $232K
10.1K $232M
IWF
Ishares Russell 1000 Gr ETF

ETFs
540
New
$320.42 - $424.58 $173K - $229K
540 $229M
SNX
Td Synnex Corp

Technology
1.69K
New
$95.81 - $137.79 $162K - $232K
1.69K $229M
NVO
Novo Nordisk A S

Healthcare
3.23K
New
$58.08 - $81.05 $187K - $261K
3.23K $223M
Rocket Lab Corp
6.21K
New
N/A
6.21K $222M
VTV
Vanguard Value ETF

ETFs
1.25K
New
$153.67 - $176.74 $192K - $220K
1.25K $220M
KO
Coca Cola CO

Consumer Defensive
3.09K
New
$68.37 - $73.9 $211K - $228K
3.09K $219M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
5.34K
New
$32.0 - $39.87 $171K - $213K
5.34K $212M
FYX
First Tr Small Cap Core Alphad

ETFs
2.13K
New
$79.22 - $97.28 $169K - $207K
2.13K $207M
EFV
Msci Eafe Value ETF

ETFs
3.25K
New
$52.4 - $64.65 $170K - $210K
3.25K $206M
COF
Capital One Financial Corp

Financial Services
957
New
$150.57 - $212.76 $144K - $204K
957 $204M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.11K
New
$152.93 - $181.74 $170K - $202K
1.11K $202M
EFG
Msci Eafe Growth ETF

ETFs
1.8K
New
$89.8 - $112.0 $162K - $202K
1.8K $202M
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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