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
ABT
Abbott Laboratories

Healthcare
3
+ 0.1%
$111.1 - $140.22 $333 - $421
2.98K $396M
CSCO
Cisco Systems, Inc.

Technology
480
+ 5.96%
$58.74 - $64.87 $28.2K - $31.1K
8.53K $527M
MDT
Medtronic PLC

Healthcare
83
+ 2.01%
$79.84 - $94.5 $6.63K - $7.84K
4.22K $379M
VZ
Verizon Communications Inc

Communication Services
219
+ 3.13%
$37.81 - $46.49 $8.28K - $10.2K
7.22K $327M
CTVA
Corteva, Inc.

Basic Materials
205
+ 3.58%
$55.94 - $66.15 $11.5K - $13.6K
5.93K $373M
SO
Southern CO

Utilities
155
+ 4.6%
$80.96 - $92.96 $12.5K - $14.4K
3.53K $324M
DJD
Invesco Exchange Traded Fd Tr

ETFs
437
+ 4.45%
$50.21 - $54.3 $21.9K - $23.7K
10.3K $542M
MCD
Mcdonalds Corp

Consumer Cyclical
77
+ 10.85%
$279.74 - $321.29 $21.5K - $24.7K
787 $246M
UNH
Unitedhealth Group Inc

Healthcare
40
+ 5.59%
$461.52 - $548.18 $18.5K - $21.9K
756 $396M
KMB
Kimberly Clark Corp

Consumer Defensive
1
+ 0.04%
$124.46 - $147.4 $124 - $147
2.44K $347M
NRG
Nrg Energy, Inc.

Utilities
37
+ 0.98%
$84.82 - $113.33 $3.14K - $4.19K
3.8K $362M
CINF
Cincinnati Financial Corp

Financial Services
94
+ 5.25%
$133.67 - $147.81 $12.6K - $13.9K
1.89K $279M
COST
Costco Wholesale Corp

Consumer Defensive
13
+ 5.42%
$890.62 - $1076.86 $11.6K - $14K
253 $239M
VUG
Vanguard Growth ETF

ETFs
132
+ 16.34%
$369.1 - $427.61 $48.7K - $56.4K
940 $349M
XEL
Xcel Energy Inc

Utilities
27
+ 0.76%
$63.37 - $72.1 $1.71K - $1.95K
3.6K $255M
SYK
Stryker Corp

Healthcare
1
+ 0.18%
$355.18 - $399.9 $355 - $400
562 $209M
CAT
Caterpillar Inc

Industrials
72
+ 12.54%
$326.75 - $407.63 $23.5K - $29.3K
646 $213M
VO
Vanguard Mid Cap ETF

ETFs
64
+ 2.23%
$251.87 - $277.95 $16.1K - $17.8K
2.93K $759M
Innovator Etfs Trust
55
+ 0.7%
N/A
7.91K $215M
BAC
Bank Of America Corp

Financial Services
239
+ 3.47%
$39.61 - $47.74 $9.47K - $11.4K
7.13K $298M
WMT
Walmart Inc.

Consumer Defensive
130
+ 1.91%
$84.5 - $105.05 $11K - $13.7K
6.94K $609M
AMTX
Aemetis, Inc

Energy
3K
+ 20.13%
$1.59 - $2.99 $4.77K - $8.97K
17.9K $31.1M
AVGO
Broadcom Inc.

Technology
586
+ 32.32%
$167.43 - $244.7 $98.1K - $143K
2.4K $402M
MRK
Merck & Co., Inc.

Healthcare
38
+ 1.32%
$83.01 - $101.02 $3.15K - $3.84K
2.91K $261M
CEG
Constellation Energy Corp

Utilities
13
+ 0.92%
$201.63 - $347.44 $2.62K - $4.52K
1.43K $289M
NVDA
Nvidia Corp

Technology
1.95K
+ 20.93%
$106.98 - $149.43 $208K - $291K
11.3K $1.22B
AXP
American Express CO

Financial Services
1
+ 0.09%
$255.39 - $325.87 $255 - $326
1.14K $307M
LOW
Lowes Companies Inc

Consumer Cyclical
2
+ 0.08%
$222.66 - $268.42 $445 - $537
2.41K $561M
DIS
Walt Disney CO

Communication Services
49
+ 1.65%
$96.87 - $114.0 $4.75K - $5.59K
3.02K $298M
QUAL
Ishares Msci Usa Quality Facto

ETFs
51
+ 0.85%
$168.16 - $186.21 $8.58K - $9.5K
6.07K $1.04B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
5.63K
+ 6.07%
$57.21 - $65.8 $322K - $370K
98.3K $5.73B
VGT
Vanguard Information Technolog

ETFs
10
+ 1.37%
$542.38 - $646.34 $5.42K - $6.46K
739 $401M
PSMR
Pacer Fds Tr Swan Sos Moderate

ETFs
674
+ 0.7%
$26.8 - $28.73 $18.1K - $19.4K
97.6K $2.65B
QQQ
Invesco Qqq Trust, Series 1

ETFs
58
+ 2.85%
$468.34 - $539.52 $27.2K - $31.3K
2.09K $980M
ADBE
Adobe Inc.

Technology
123
+ 7.01%
$377.84 - $464.11 $46.5K - $57.1K
1.88K $720M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
349
+ 3.13%
$68.07 - $78.99 $23.8K - $27.6K
11.5K $784M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
3
+ 0.11%
$211.47 - $267.17 $634 - $802
2.82K $597M
CRM
Salesforce, Inc.

Technology
9
+ 0.56%
$268.36 - $359.95 $2.42K - $3.24K
1.63K $438M
IVW
Ishares S&P 500 Growth ETF

ETFs
68
+ 0.5%
$92.45 - $106.69 $6.29K - $7.25K
13.8K $1.28B
SPY
Spdr S&P 500 ETF Trust

ETFs
207
+ 2.3%
$551.42 - $612.93 $114K - $127K
9.21K $5.15B
FV
First Trust Dorsey Wright Focu

ETFs
1.92K
+ 2.89%
$53.91 - $63.03 $104K - $121K
68.3K $3.75B
IVV
Ishares Core S&P 500 ETF

ETFs
11
+ 0.11%
$554.06 - $615.85 $6.09K - $6.77K
10.1K $5.68B
GOOGL
Alphabet Inc.

Communication Services
454
+ 4.43%
$154.33 - $206.19 $70.1K - $93.6K
10.7K $1.65B
MSFT
Microsoft Corp

Technology
278
+ 2.0%
$375.39 - $447.2 $104K - $124K
14.2K $5.32B
SCHG
Schwab Strategic Tr Us Large C

ETFs
34K
+ 4.69%
$24.91 - $29.02 $847K - $987K
759K $19B
VB
Vanguard Small Cap ETF

ETFs
1.94K
+ 1.46%
$217.89 - $252.64 $423K - $491K
135K $29.9B
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
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