Brass Tax Wealth Management, Inc Purchases 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
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
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.02K
+ 88.46%
$442.66 - $534.52 $893K - $1.08M
4.3K $2.29B
XMMO
Invesco Exchange Traded Fd Tr

ETFs
8.55K
New
$110.9 - $132.93 $948K - $1.14M
8.55K $973M
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
IWD
Ishares Russell 1000 Val ETF

ETFs
4.57K
New
$182.82 - $196.21 $836K - $897K
4.57K $860M
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
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
20.3K
+ 5.81%
$28.55 - $29.09 $580K - $591K
370K $10.7B
STOT
Spdr Doubleline Short Duration

ETFs
11.4K
New
$46.74 - $47.25 $534K - $540K
11.4K $540M
LLY
Eli Lilly & CO

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

ETFs
21.1K
+ 5.51%
$24.66 - $26.1 $520K - $551K
404K $10.1B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.81K
+ 3.77%
$95.85 - $99.25 $173K - $180K
49.8K $4.93B
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
Innovator Etfs Trust
10.4K
+ 51.43%
N/A
30.8K $728M
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
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
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
Track This Portfolio

Track Brass Tax Wealth Management, Inc Portfolio

Follow Brass Tax Wealth Management, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Brass Tax Wealth Management, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Brass Tax Wealth Management, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email