Brass Tax Wealth Management, Inc New Holdings in Q1 2025

Brass Tax Wealth Management, Inc

Stock	Shares change	Price Range	Shares Held
PSFF Pacer Fds Tr Swan Sos Fd Of Fd ETFs	56.5K New	$28.22 - $30.06 $1.59M - $1.7M	56.5K $1.61B
BBIN J P Morgan Exch Traded Fd Tr B ETFs	20.7K New	$56.44 - $64.13 $1.17M - $1.33M	20.7K $1.28B
XMMO Invesco Exchange Traded Fd Tr ETFs	8.55K New	$110.9 - $132.93 $948K - $1.14M	8.55K $973M
IWD Ishares Russell 1000 Val ETF ETFs	4.57K New	$182.82 - $196.21 $836K - $897K	4.57K $860M
STOT Spdr Doubleline Short Duration ETFs	11.4K New	$46.74 - $47.25 $534K - $540K	11.4K $540M
ORLY O Reilly Automotive Inc Consumer Cyclical	316 New	$1187.71 - $1432.58 $375K - $453K	316 $453M
VT Vanguard Total World Stk Index ETFs	3.39K New	$115.08 - $123.97 $390K - $420K	3.39K $393M
Innovator Etfs Trust	12.9K New	N/A	12.9K $332M
IBDQ Ishares Ibonds Dec 2025 Term C ETFs	10.9K New	$25.05 - $25.16 $272K - $273K	10.9K $273M
VGSH Vanguard ETFs	4.62K New	$58.07 - $58.69 $268K - $271K	4.62K $271M
Innovator Etfs Trust	10.8K New	N/A	10.8K $256M
RDVY First Trust Rising Dividend Ac ETFs	4.14K New	$57.22 - $63.39 $237K - $262K	4.14K $242M
CVS Cvs Health Corp Healthcare	3.43K New	$44.22 - $68.64 $152K - $235K	3.43K $232M
NFLX Netflix Inc Communication Services	246 New	$828.4 - $1058.6 $204K - $260K	246 $229M
EXC Exelon Corp Utilities	4.47K New	$37.3 - $46.08 $167K - $206K	4.47K $206M
CME Cme Group Inc. Financial Services	776 New	$225.82 - $266.54 $175K - $207K	776 $206M

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