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
COF
Capital One Financial Corp

Financial Services
957
New
$150.57 - $212.76 $144K - $204K
957 $204M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.11K
New
$152.93 - $181.74 $170K - $202K
1.11K $202M
EFG
Msci Eafe Growth ETF

ETFs
1.8K
New
$89.8 - $112.0 $162K - $202K
1.8K $202M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
2.24K
+ 25.67%
$77.74 - $78.78 $174K - $176K
11K $862M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
4.9K
+ 17.86%
$17.76 - $22.1 $87K - $108K
32.3K $714M
Ge Vernova Inc
40
+ 5.94%
N/A
713 $377M
GE
General Electric CO

Industrials
163
+ 7.34%
$166.81 - $257.39 $27.2K - $42K
2.39K $614M
XLC
Select Sector Spdr Tr Communic

ETFs
805
+ 12.11%
$86.13 - $108.53 $69.3K - $87.4K
7.46K $809M
VGT
Vanguard Information Technolog

ETFs
103
+ 13.94%
$470.37 - $663.28 $48.4K - $68.3K
842 $559M
NFLX
Netflix Inc

Communication Services
33
+ 13.41%
$855.86 - $1339.13 $28.2K - $44.2K
279 $374M
SCHA
Schwab Strategic Tr Us Small C

ETFs
3.33K
+ 13.75%
$20.42 - $25.3 $68.1K - $84.3K
27.6K $697M
BAC
Bank Of America Corp

Financial Services
1.77K
+ 24.77%
$34.39 - $47.46 $60.8K - $83.9K
8.9K $421M
CSCO
Cisco Systems, Inc.

Technology
756
+ 8.86%
$53.19 - $69.38 $40.2K - $52.5K
9.29K $645M
WMT
Walmart Inc.

Consumer Defensive
489
+ 7.05%
$81.79 - $99.98 $40K - $48.9K
7.42K $726M
AMD
Advanced Micro Devices Inc

Technology
23
+ 0.9%
$78.21 - $143.81 $1.8K - $3.31K
2.57K $365M
VUG
Vanguard Growth ETF

ETFs
90
+ 9.57%
$329.49 - $438.4 $29.7K - $39.5K
1.03K $452M
HD
Home Depot, Inc.

Consumer Cyclical
278
+ 21.06%
$335.24 - $380.78 $93.2K - $106K
1.6K $586M
FDVV
Fidelity High Dividend ETF

ETFs
1.41K
+ 16.24%
$43.6 - $52.02 $61.3K - $73.1K
10.1K $524M
Innovator Etfs Trust
3.5K
+ 32.3%
N/A
14.3K $350M
VO
Vanguard Mid Cap ETF

ETFs
97
+ 3.31%
$228.54 - $279.83 $22.2K - $27.1K
3.03K $848M
IWM
Ishares Russell 2000 ETF

ETFs
270
+ 15.87%
$174.82 - $215.79 $47.2K - $58.3K
1.97K $425M
KR
Kroger CO

Consumer Defensive
16
+ 0.08%
$64.62 - $74.0 $1.03K - $1.18K
20.8K $1.49B
DIS
Walt Disney CO

Communication Services
32
+ 1.06%
$81.72 - $124.01 $2.62K - $3.97K
3.06K $379M
RTX
Raytheon Technologies Corp

Industrials
339
+ 16.49%
$113.75 - $148.48 $38.6K - $50.3K
2.4K $350M
CTVA
Corteva, Inc.

Basic Materials
108
+ 1.82%
$55.52 - $74.53 $6K - $8.05K
6.03K $450M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
1.34K
+ 8.33%
$27.3 - $31.8 $36.6K - $42.6K
17.4K $555M
GOOG
Alphabet Inc.

Communication Services
55
+ 1.74%
$146.58 - $180.01 $8.06K - $9.9K
3.21K $570M
ITOT
Ishares Core S&P Total U.S. St

ETFs
159
+ 3.79%
$108.12 - $135.04 $17.2K - $21.5K
4.36K $589M
QUAL
Ishares Msci Usa Quality Facto

ETFs
13
+ 0.21%
$152.42 - $182.82 $1.98K - $2.38K
6.08K $1.11B
UNP
Union Pacific Corp

Industrials
340
+ 36.72%
$208.27 - $238.46 $70.8K - $81.1K
1.27K $291M
PANW
Palo Alto Networks Inc

Technology
118
+ 9.46%
$152.44 - $204.64 $18K - $24.1K
1.37K $280M
VGSH
Vanguard

ETFs
1.12K
+ 24.21%
$58.32 - $58.95 $65.3K - $66K
5.74K $337M
IBM
International Business Machines Corp

Technology
1
+ 0.07%
$221.03 - $294.78 $221 - $295
1.42K $419M
AXP
American Express CO

Financial Services
16
+ 1.4%
$231.39 - $318.98 $3.7K - $5.1K
1.16K $369M
FTCS
First Trust Capital Strength E

ETFs
532
+ 14.82%
$81.6 - $92.39 $43.4K - $49.2K
4.12K $375M
CSX
Csx Corp

Industrials
1
+ 0.01%
$26.69 - $32.91 $26.7 - $32.9
12.8K $418M
ABT
Abbott Laboratories

Healthcare
217
+ 7.28%
$123.95 - $138.08 $26.9K - $30K
3.2K $435M
CAT
Caterpillar Inc

Industrials
1
+ 0.15%
$273.94 - $388.21 $274 - $388
647 $251M
VIG
Vanguard Dividend Appreciation

ETFs
115
+ 9.7%
N/A
1.3K $266M
FITB
Fifth Third Bancorp

Financial Services
413
+ 5.03%
$33.32 - $41.51 $13.8K - $17.1K
8.63K $355M
SO
Southern CO

Utilities
359
+ 10.18%
$84.91 - $92.56 $30.5K - $33.2K
3.89K $357M
MMM
3 M CO

Industrials
49
+ 1.07%
$126.09 - $154.15 $6.18K - $7.55K
4.64K $706M
MA
Mastercard Inc

Financial Services
32
+ 3.25%
$479.92 - $590.74 $15.4K - $18.9K
1.02K $571M
V
Visa Inc.

Financial Services
35
+ 1.43%
$308.27 - $373.31 $10.8K - $13.1K
2.48K $881M
COST
Costco Wholesale Corp

Consumer Defensive
9
+ 3.56%
$908.13 - $1056.85 $8.17K - $9.51K
262 $259M
GPC
Genuine Parts CO

Consumer Cyclical
110
+ 6.1%
$105.54 - $129.09 $11.6K - $14.2K
1.91K $232M
Veralto Corp
10
+ 0.23%
N/A
4.39K $443M
CRM
Salesforce, Inc.

Technology
31
+ 1.9%
$236.26 - $291.15 $7.32K - $9.03K
1.66K $453M
F
Ford Motor CO

Consumer Cyclical
3
+ 0.02%
$8.69 - $10.85 $26.1 - $32.6
12.3K $133M
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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