Brass Tax Wealth Management, Inc Incresed Positions 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
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
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
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
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
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
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
ISRG
Intuitive Surgical Inc

Healthcare
37
+ 1.45%
$451.58 - $565.94 $16.7K - $20.9K
2.59K $1.41B
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
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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