Brass Tax Wealth Management, Inc Purchases in Q2 2025

Brass Tax Wealth Management, Inc

  • $519 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EFA
Ishares Tr Msci Eafe ETF

ETFs
320K
+ 2080.73%
$72.96 - $90.39 $23.4M - $28.9M
336K $30B
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
623K
+ 1103.72%
$26.82 - $30.48 $16.7M - $19M
680K $20.7B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
5.8K
+ 4.33%
$456.74 - $568.03 $2.65M - $3.29M
140K $79.3B
SCHG
Schwab Strategic Tr Us Large C

ETFs
34.3K
+ 4.52%
$22.27 - $29.21 $763K - $1M
793K $23.2B
VB
Vanguard Small Cap ETF

ETFs
2.82K
+ 2.09%
$193.73 - $237.37 $546K - $668K
138K $32.6B
VTI
Vanguard Total Stock Market Et

ETFs
158
+ 0.18%
$243.75 - $303.93 $38.5K - $48K
86.8K $26.4B
MSFT
Microsoft Corp

Technology
942
+ 6.65%
$354.56 - $497.45 $334K - $469K
15.1K $7.51B
SCHX
Schwab Strategic Tr Us Large C

ETFs
26.5K
+ 5.36%
$19.6 - $24.44 $519K - $648K
521K $12.7B
LLY
Eli Lilly & CO

Healthcare
2.44K
+ 29.28%
$713.71 - $898.95 $1.74M - $2.19M
10.8K $8.39B
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
21K
+ 5.19%
$23.45 - $26.56 $492K - $557K
425K $11.3B
DGRO
Ishares Core Dividend Growth E

ETFs
5.2K
+ 2.43%
$55.22 - $63.94 $287K - $332K
219K $14B
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.09K
+ 52.27%
$416.06 - $551.64 $455K - $603K
3.18K $1.76B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
5.46K
+ 5.55%
$51.16 - $62.02 $279K - $338K
104K $6.43B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
6.32K
+ 12.69%
$96.84 - $99.46 $612K - $628K
56.1K $5.57B
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
XLK
Technology Sector Spdr

ETFs
2.27K
+ 213.15%
$179.73 - $253.23 $408K - $575K
3.34K $845M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
5.33K
+ 46.3%
$60.22 - $80.1 $321K - $427K
16.8K $1.35B
SPY
Spdr S&P 500 ETF Trust

ETFs
5
+ 0.05%
$496.48 - $617.85 $2.48K - $3.09K
9.22K $5.69B
JPM
Jpmorgan Chase & CO

Financial Services
323
+ 3.25%
$210.28 - $289.91 $67.9K - $93.6K
10.3K $2.97B
PNC
Pnc Financial Services Group, Inc.

Financial Services
2.76K
New
$149.76 - $186.42 $413K - $514K
2.76K $514M
ORCL
Oracle Corp

Technology
32
+ 0.52%
$122.82 - $218.63 $3.93K - $7K
6.16K $1.35B
SECT
Sector 10, Inc.

ETFs
3.65K
+ 9.42%
$45.25 - $58.07 $165K - $212K
42.4K $2.46B
First Tr Exchng Traded Fd Vi
23K
New
N/A
23K $477M
STOT
Spdr Doubleline Short Duration

ETFs
8.19K
+ 71.63%
$46.87 - $47.35 $384K - $388K
19.6K $929M
GOOGL
Alphabet Inc.

Communication Services
461
+ 4.31%
$144.7 - $178.6 $66.7K - $82.3K
11.2K $1.97B
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
5.24K
+ 1.42%
$27.29 - $29.28 $143K - $154K
376K $11B
AMZN
Amazon Com Inc

Consumer Cyclical
133
+ 1.39%
$167.32 - $223.3 $22.3K - $29.7K
9.68K $2.12B
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
TSLA
Tesla, Inc.

Consumer Cyclical
559
+ 42.41%
$221.86 - $362.89 $124K - $203K
1.88K $596M
NRG
Nrg Energy, Inc.

Utilities
10
+ 0.26%
$83.61 - $162.67 $836 - $1.63K
3.81K $611M
AMAT
Applied Materials Inc

Technology
1.3K
New
$126.95 - $183.52 $165K - $239K
1.3K $238M
FDL
First Tr Morningstar Dividend

ETFs
5.67K
New
$38.19 - $43.19 $216K - $245K
5.67K $237M
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
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
113
+ 4.0%
$179.95 - $278.88 $20.3K - $31.5K
2.94K $819M
PM
Philip Morris International Inc.

Consumer Defensive
183
+ 2.27%
$149.23 - $184.95 $27.3K - $33.8K
8.24K $1.5B
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
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
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