Brass Tax Wealth Management, Inc Purchases in Q2 2024

Brass Tax Wealth Management, Inc

  • $278 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
FBND
Fidelity Merrimack Str Tr Tota

ETFs
535K
New
$44.06 - $45.49 $23.6M - $24.3M
535K $24M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
241K
New
$85.39 - $90.42 $20.6M - $21.8M
241K $21.3M
SPYG
Spdr Portfolio

ETFs
260K
New
$68.71 - $80.95 $17.9M - $21.1M
260K $20.9M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
482K
New
$42.01 - $43.6 $20.2M - $21M
482K $20.7M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
233K
New
$83.97 - $89.72 $19.5M - $20.9M
233K $20.1M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
394K
New
$50.49 - $50.93 $19.9M - $20.1M
394K $20.1M
ACWI
Ishares Msci Acwi ETF

ETFs
157K
New
$104.54 - $112.83 $16.5M - $17.8M
157K $17.7M
SRLN
Ssga Active Trust

ETFs
370K
New
$41.68 - $42.09 $15.4M - $15.6M
370K $15.5M
IOO
Ishares Tr Global 100 ETF

ETFs
157K
New
$85.21 - $97.45 $13.4M - $15.3M
157K $15.2M
AVUV
American Centy ETF Tr Avantis

ETFs
113K
New
$86.93 - $93.77 $9.8M - $10.6M
113K $10.1M
GLD
Spdr Gold Trust

ETFs
34.3K
New
$207.82 - $224.56 $7.12M - $7.69M
34.3K $7.37M
EDIV
Spdr S&P Emerging Dividends Et

ETFs
184K
New
$32.46 - $36.11 $5.99M - $6.66M
184K $6.51M
COST
Costco Wholesale Corp

Consumer Defensive
1.46K
New
$704.88 - $870.75 $1.03M - $1.27M
1.46K $1.24M
AVGO
Broadcom Inc.

Technology
529
New
$1204.71 - $1828.87 $637K - $967K
529 $849K
META
Meta Platforms, Inc.

Communication Services
1.48K
New
$430.17 - $527.34 $638K - $782K
1.48K $747K
ABT
Abbott Laboratories

Healthcare
6.53K
New
$100.73 - $112.44 $658K - $734K
6.53K $678K
NVDA
Nvidia Corp

Technology
5.36K
New
$118.11 - $1224.4 $633K - $6.56M
5.36K $661K
ROK
Rockwell Automation, Inc

Industrials
2.1K
New
$254.39 - $288.52 $534K - $606K
2.1K $578K
WELL
Welltower Inc.

Real Estate
5.23K
New
$88.31 - $105.01 $462K - $550K
5.23K $545K
IR
Ingersoll Rand Inc.

Industrials
5.86K
New
$86.72 - $96.28 $508K - $564K
5.86K $532K
PKI
Perkinelmer Inc

Healthcare
4.4K
New
N/A
4.4K $531K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
2.45K
New
$196.29 - $215.75 $480K - $528K
2.45K $515K
APAM
Artisan Partners Asset Management Inc.

Financial Services
12K
New
$39.8 - $46.74 $479K - $562K
12K $496K
CDW
Cdw Corp

Technology
2.18K
New
$214.61 - $255.76 $467K - $557K
2.18K $487K
LNT
Alliant Energy Corp

Utilities
9.39K
New
$47.4 - $52.12 $445K - $489K
9.39K $477K
LYB
Lyondell Basell Industries N.V.

Basic Materials
4.97K
New
$93.54 - $105.86 $464K - $526K
4.97K $474K
PAYX
Paychex Inc

Industrials
3.95K
New
$117.39 - $126.98 $463K - $501K
3.95K $467K
FTV
Fortive Corp

Technology
6.21K
New
$72.73 - $84.82 $452K - $527K
6.21K $460K
SNA
Snap On Inc

Industrials
1.75K
New
$258.91 - $294.63 $453K - $516K
1.75K $457K
BAC
Bank Of America Corp

Financial Services
11.1K
New
$34.68 - $40.02 $385K - $444K
11.1K $441K
GWW
W.W. Grainger, Inc.

Industrials
450
New
$879.03 - $1014.83 $396K - $457K
450 $406K
NFLX
Netflix Inc

Communication Services
538
New
$550.64 - $686.12 $296K - $369K
538 $363K
WMT
Walmart Inc.

Consumer Defensive
5.33K
New
$58.85 - $68.9 $314K - $367K
5.33K $360K
UNH
Unitedhealth Group Inc

Healthcare
673
New
$439.2 - $524.63 $296K - $353K
673 $342K
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.08K
New
$272.21 - $298.72 $295K - $324K
1.08K $322K
WM
Waste Management Inc

Industrials
1.47K
New
$200.55 - $213.34 $295K - $313K
1.47K $313K
MA
Mastercard Inc

Financial Services
693
New
$441.1 - $479.43 $306K - $332K
693 $305K
SO
Southern CO

Utilities
3.82K
New
$67.77 - $80.71 $259K - $309K
3.82K $296K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
720
New
$396.73 - $420.24 $286K - $303K
720 $292K
LMT
Lockheed Martin Corp

Industrials
617
New
$447.57 - $471.51 $276K - $291K
617 $288K
KMI
Kinder Morgan, Inc.

Energy
14.4K
New
$17.69 - $20.11 $254K - $289K
14.4K $285K
DBEM
Xtrackers Msci Emerging Market

ETFs
11.2K
New
$23.08 - $25.2 $259K - $283K
11.2K $278K
ADI
Analog Devices Inc

Technology
1.17K
New
$183.36 - $240.16 $215K - $281K
1.17K $267K
QCOM
Qualcomm Inc

Technology
1.32K
New
$157.63 - $227.09 $209K - $301K
1.32K $263K
BALL
Ball Corp

Consumer Cyclical
4.3K
New
$60.02 - $70.72 $258K - $304K
4.3K $258K
ACN
Accenture PLC

Technology
826
New
$281.76 - $339.17 $233K - $280K
826 $250K
FISV
Fiserv Inc

Technology
1.99K
New
N/A
1.99K $248K
VTV
Vanguard Value ETF

ETFs
1.54K
New
$154.57 - $163.65 $238K - $252K
1.54K $247K
CAT
Caterpillar Inc

Industrials
710
New
$321.47 - $379.3 $228K - $269K
710 $236K
Activity Summary
Buys All Purchases 67 New Holdings 55 Increased Positions 12 Sells All Sells 11 Reductions 11 Sold out 0 Options Calls 0 Puts 0
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