Brass Tax Wealth Management, Inc Reduced Holdings in Q2 2025

Brass Tax Wealth Management, Inc

  • $519 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-629K
- 94.68%
$38.18 - $45.52 $24M - $28.6M
35.3K $1.54B
PSMO
Pacer Fds Tr Swan Sos Moderate
-575K
- 95.22%
N/A
28.8K $834M
PSMR
Pacer Fds Tr Swan Sos Moderate

ETFs
-45K
- 46.17%
$25.34 - $28.43 $1.14M - $1.28M
52.5K $1.49B
BMY
Bristol Myers Squibb CO

Healthcare
-1.07K
- 7.37%
$44.12 - $59.6 $47.3K - $64K
13.5K $624M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-1.89K
- 8.42%
$90.85 - $102.31 $172K - $193K
20.5K $2.07B
BND
Vanguard Bd Index Fd Inc Total

ETFs
-3.15K
- 1.28%
$72.02 - $73.82 $227K - $233K
242K $17.8B
UNH
Unitedhealth Group Inc

Healthcare
-12
- 1.59%
$274.35 - $599.47 $3.29K - $7.19K
744 $232M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-1.71K
- 6.72%
$77.94 - $79.5 $133K - $136K
23.8K $1.89B
TIP
Ishares Tr Tips Bd ETF

ETFs
-588
- 3.59%
$107.93 - $110.97 $63.5K - $65.3K
15.8K $1.74B
PFE
Pfizer Inc

Healthcare
-1.78K
- 14.12%
$21.59 - $24.84 $38.4K - $44.1K
10.8K $262M
DMAY
First Tr Ex Tr Fd Viii Cboe Ve

Technology
-2.55K
- 12.97%
$36.71 - $42.81 $93.6K - $109K
17.1K $732M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-561
- 1.5%
$85.42 - $94.39 $47.9K - $53K
36.8K $3.46B
ELV
Elevance Health, Inc.

Healthcare
-4
- 0.43%
$372.27 - $452.69 $1.49K - $1.81K
933 $363M
DAPR
First Ex Tr Fd Ft Cboe Vest Us
-1.5K
- 5.78%
$33.92 - $37.71 $50.9K - $56.6K
24.5K $922M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-902
- 9.64%
$29.82 - $30.19 $26.9K - $27.2K
8.45K $255M
PAYX
Paychex Inc

Industrials
-47
- 2.48%
$137.01 - $159.78 $6.44K - $7.51K
1.85K $269M
MDT
Medtronic PLC

Healthcare
-100
- 2.37%
$80.68 - $88.86 $8.07K - $8.89K
4.12K $359M
MCD
Mcdonalds Corp

Consumer Cyclical
-13
- 1.65%
$285.55 - $321.23 $3.71K - $4.18K
774 $226M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-1.1K
- 7.69%
$14.97 - $16.79 $16.4K - $18.4K
13.2K $220M
VCIT
Vanguard Intermediate Term Cor

ETFs
-233
- 7.09%
$79.56 - $82.92 $18.5K - $19.3K
3.06K $253M
XSEP
Frst Tr Ex Trd Viii Cboe Vest
-1K
- 7.59%
N/A
12.2K $495M
TSCO
Tractor Supply CO

Consumer Cyclical
-15
- 0.25%
$47.86 - $55.77 $718 - $837
6K $317M
CINF
Cincinnati Financial Corp

Financial Services
-58
- 3.08%
$126.6 - $151.6 $7.34K - $8.79K
1.83K $272M
IEF
Ishares Barclays

ETFs
-53
- 2.28%
$93.15 - $96.56 $4.94K - $5.12K
2.27K $218M
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
-1.88K
- 9.07%
$54.98 - $67.95 $103K - $128K
18.9K $1.27B
Innovator Etfs Trust
-400
- 2.52%
N/A
15.5K $399M
T
At&T Inc.

Communication Services
-176
- 0.93%
$26.33 - $28.94 $4.63K - $5.09K
18.7K $541M
FXU
First Tr Exchange Traded Fd Ut

ETFs
-48
- 0.69%
$37.86 - $43.29 $1.82K - $2.08K
6.95K $295M
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-310
- 4.64%
$38.3 - $44.42 $11.9K - $13.8K
6.36K $283M
Innovator Etfs Trust
-460
- 2.6%
N/A
17.3K $486M
SYK
Stryker Corp

Healthcare
-3
- 0.53%
$337.37 - $395.63 $1.01K - $1.19K
559 $221M
VT
Vanguard Total World Stk Index

ETFs
-230
- 6.79%
$103.16 - $128.52 $23.7K - $29.6K
3.16K $406M
First Tr Exchng Traded Fd Vi
-7
- 0.04%
N/A
18.2K $698M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
-885
- 10.35%
$101.93 - $128.63 $90.2K - $114K
7.67K $986M
DAUG
First Tr ETF Viii Cboe Vest Us
-920
- 5.07%
N/A
17.2K $718M
DJUN
First Tr Ex Trd Viii Cboe Vest

Technology
-80
- 1.05%
$39.23 - $45.02 $3.14K - $3.6K
7.54K $339M
Innovator Etfs Trust
-20
- 0.06%
N/A
32.9K $944M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-271
- 2.3%
$24.38 - $30.18 $6.61K - $8.18K
11.5K $346M
QSPT
First Tr ETF Fd Viii Cboe Vest

ETFs
-228
- 2.42%
$24.21 - $29.58 $5.52K - $6.74K
9.18K $272M
First Tr Exchng Traded Fd Vi
-360
- 2.16%
N/A
16.3K $599M
VBR
Vanguard Small Cap Value ETF

ETFs
-6
- 0.18%
$162.76 - $195.77 $977 - $1.17K
3.26K $635M
XLF
Financial Sector Spdr

ETFs
-340
- 1.87%
$43.92 - $52.37 $14.9K - $17.8K
17.9K $936M
First Tr Exchng Traded Fd Vi
-50
- 0.25%
N/A
20.3K $792M
C
Citigroup Inc

Financial Services
-40
- 0.91%
$58.13 - $85.12 $2.33K - $3.4K
4.37K $372M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-1.03K
- 4.79%
$58.41 - $72.69 $60.2K - $74.9K
20.5K $1.49B
SKYY
First Trust Cloud Computing Et

ETFs
-35
- 0.83%
$89.46 - $121.64 $3.13K - $4.26K
4.18K $508M
FXO
First Tr Exchange Traded Fd Fi

ETFs
-875
- 2.06%
$45.9 - $56.06 $40.2K - $49.1K
41.7K $2.34B
QJUN
First Tr ETF
-2
- 0.01%
$24.35 - $29.57 $48.7 - $59.1
26.5K $783M
XJUN
Ft Exch Trd Fd Viii Cboe Vest

ETFs
-900
- 1.87%
$35.8 - $41.07 $32.2K - $37K
47.2K $1.94B
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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