Brass Tax Wealth Management, Inc Incresed Positions in Q3 2024

Brass Tax Wealth Management, Inc

  • $252 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AMTX
Aemetis, Inc

Energy
500
+ 3.73%
$2.21 - $3.95 $1.11K - $1.98K
13.9K $31K
XONE
Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF

Industrial Goods
140
+ 3.38%
N/A
4.28K $0
HD
Home Depot, Inc.

Consumer Cyclical
184
+ 30.46%
$333.64 - $405.2 $61.4K - $74.6K
788 $319K
DIS
Walt Disney CO

Communication Services
54
+ 2.45%
$85.6 - $98.61 $4.62K - $5.32K
2.26K $217K
NVDA
Nvidia Corp

Technology
985
+ 52.96%
$98.91 - $134.91 $97.4K - $133K
2.85K $345K
CVX
Chevron Corp

Energy
40
+ 2.67%
$137.88 - $161.97 $5.52K - $6.48K
1.54K $226K
PAYX
Paychex Inc

Industrials
59
+ 2.96%
$116.17 - $135.19 $6.85K - $7.98K
2.05K $274K
BMY
Bristol Myers Squibb CO

Healthcare
42
+ 0.73%
$39.66 - $51.75 $1.67K - $2.17K
5.81K $300K
ELV
Elevance Health, Inc.

Healthcare
196
+ 44.14%
$500.12 - $562.29 $98K - $110K
640 $332K
CSCO
Cisco Systems, Inc.

Technology
80
+ 1.47%
$44.74 - $53.22 $3.58K - $4.26K
5.52K $293K
DUK
Duke Energy Corp

Utilities
10
+ 0.36%
$99.35 - $117.71 $994 - $1.18K
2.75K $317K
FTCS
First Trust Capital Strength E

ETFs
290
+ 8.79%
$83.58 - $90.94 $24.2K - $26.4K
3.59K $325K
PFE
Pfizer Inc

Healthcare
158
+ 1.53%
$27.7 - $31.39 $4.38K - $4.96K
10.5K $303K
GE
General Electric CO

Industrials
11
+ 0.56%
$156.66 - $189.66 $1.72K - $2.09K
1.97K $371K
T
At&T Inc.

Communication Services
71
+ 0.43%
$18.21 - $22.28 $1.29K - $1.58K
16.5K $362K
CTAS
Cintas Corp

Industrials
1.36K
+ 300.0%
$201.38 - $819.83 $274K - $1.12M
1.82K $373K
WEC
Wec Energy Group, Inc.

Utilities
35
+ 0.86%
$77.68 - $96.19 $2.72K - $3.37K
4.12K $396K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
35.5K
+ 276.92%
$28.11 - $29.42 $997K - $1.04M
48.3K $1.42M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
100
+ 1.02%
$36.98 - $41.55 $3.7K - $4.16K
9.95K $409K
SPY
Spdr S&P 500 ETF Trust

ETFs
2
+ 0.29%
$517.38 - $573.86 $1.03K - $1.15K
700 $401K
AMD
Advanced Micro Devices Inc

Technology
15
+ 0.63%
$128.67 - $183.96 $1.93K - $2.76K
2.38K $390K
PEP
Pepsico Inc

Consumer Defensive
212
+ 8.66%
$161.9 - $179.3 $34.3K - $38K
2.66K $452K
CSX
Csx Corp

Industrials
444
+ 3.54%
$32.48 - $35.45 $14.4K - $15.7K
13K $448K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
1.7K
+ 10.84%
$28.1 - $29.89 $47.8K - $50.8K
17.4K $519K
LOW
Lowes Companies Inc

Consumer Cyclical
158
+ 7.67%
$213.3 - $270.78 $33.7K - $42.8K
2.22K $600K
V
Visa Inc.

Financial Services
257
+ 12.59%
$253.74 - $291.56 $65.2K - $74.9K
2.3K $631K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1.87K
+ 15.55%
$53.41 - $57.9 $99.9K - $108K
13.9K $803K
ISRG
Intuitive Surgical Inc

Healthcare
56
+ 2.24%
$416.14 - $494.01 $23.3K - $27.7K
2.56K $1.26M
SECT
Sector 10, Inc.

ETFs
4.15K
+ 17.51%
$48.64 - $53.77 $202K - $223K
27.9K $1.5M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
6.5K
+ 28.12%
$57.32 - $62.65 $373K - $407K
29.6K $1.85M
GOOGL
Alphabet Inc.

Communication Services
128
+ 1.51%
$148.65 - $191.18 $19K - $24.5K
8.63K $1.43M
PSMR
Pacer Fds Tr Swan Sos Moderate

ETFs
10.5K
+ 13.71%
$25.58 - $27.39 $268K - $287K
86.8K $2.38M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3.62K
+ 13.18%
$77.02 - $85.06 $279K - $308K
31.1K $2.63M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
20.7K
+ 36.24%
$38.33 - $42.48 $793K - $879K
77.8K $3.27M
BND
Vanguard Bd Index Fd Inc Total

ETFs
38.8K
+ 112.97%
$71.45 - $75.64 $2.77M - $2.94M
73.2K $5.5M
SCHG
Schwab Strategic Tr Us Large C

ETFs
5.44K
+ 14.6%
$92.63 - $105.69 $504K - $575K
42.7K $4.45M
FV
First Trust Dorsey Wright Focu

ETFs
531
+ 0.81%
$51.35 - $59.82 $27.3K - $31.8K
66.3K $3.87M
MSFT
Microsoft Corp

Technology
249
+ 2.6%
$395.15 - $467.56 $98.4K - $116K
9.82K $4.22M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
30.5K
+ 9.27%
$23.78 - $25.04 $725K - $763K
359K $8.99M
PG
Procter & Gamble CO

Consumer Defensive
131
+ 0.26%
$160.76 - $177.82 $21.1K - $23.3K
49.6K $8.58M
VB
Vanguard Small Cap ETF

ETFs
2.37K
+ 3.52%
$214.77 - $237.72 $510K - $564K
69.8K $16.5M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
5.19K
+ 9.26%
$475.2 - $527.7 $2.47M - $2.74M
61.2K $32.3M
Activity Summary
Buys All Purchases 64 New Holdings 21 Increased Positions 43 Sells All Sells 45 Reductions 43 Sold out 2 Options Calls 0 Puts 0
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