Brass Tax Wealth Management, Inc Incresed Positions in Q3 2025

Brass Tax Wealth Management, Inc

  • $602 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BND
Vanguard Bd Index Fd Inc Total

ETFs
271K
+ 111.66%
$72.57 - $74.72 $19.6M - $20.2M
513K $38.2B
SCHG
Schwab Strategic Tr Us Large C

ETFs
264K
+ 33.22%
$28.92 - $32.19 $7.62M - $8.49M
1.06M $33.7B
EFA
Ishares Tr Msci Eafe ETF

ETFs
90.6K
+ 27.0%
$87.29 - $93.61 $7.91M - $8.48M
426K $39.8B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.48K
+ 2.5%
$567.77 - $614.76 $1.98M - $2.14M
143K $87.6B
DGRO
Ishares Core Dividend Growth E

ETFs
102K
+ 46.36%
$64.12 - $68.08 $6.52M - $6.92M
321K $21.9B
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
162K
+ 43.06%
$28.95 - $29.73 $4.68M - $4.81M
537K $16B
AAPL
Apple Inc.

Technology
624
+ 1.22%
$202.38 - $256.87 $126K - $160K
51.6K $13.2B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
20.7K
+ 36.84%
$97.75 - $100.75 $2.02M - $2.08M
76.8K $7.7B
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
20.8K
+ 4.9%
$26.52 - $27.64 $552K - $575K
446K $12.3B
IVE
Ishares S&P 500 Value ETF

ETFs
550
+ 0.73%
$194.44 - $206.51 $107K - $114K
76.3K $15.8B
SPY
Spdr S&P 500 ETF Trust

ETFs
123
+ 1.33%
$617.65 - $666.84 $76K - $82K
9.34K $6.22B
SECT
Sector 10, Inc.

ETFs
3.77K
+ 8.9%
$57.95 - $63.16 $219K - $238K
46.2K $2.91B
GE
General Electric CO

Industrials
1.07K
+ 44.82%
$244.75 - $305.63 $262K - $327K
3.45K $1.04B
NVDA
Nvidia Corp

Technology
739
+ 7.58%
$153.3 - $186.58 $113K - $138K
10.5K $1.96B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
5.22K
+ 10.63%
$55.15 - $58.11 $288K - $303K
54.3K $3.12B
MSFT
Microsoft Corp

Technology
199
+ 1.32%
$491.09 - $535.64 $97.7K - $107K
15.3K $7.92B
VUG
Vanguard Growth ETF

ETFs
681
+ 66.12%
$433.97 - $484.08 $296K - $330K
1.71K $821M
QQQ
Invesco Qqq Trust, Series 1

ETFs
253
+ 7.95%
$546.99 - $602.2 $138K - $152K
3.44K $2.06B
VT
Vanguard Total World Stk Index

ETFs
1.92K
+ 60.88%
$128.41 - $138.03 $247K - $265K
5.08K $700M
TSLA
Tesla, Inc.

Consumer Cyclical
125
+ 6.66%
$293.94 - $444.72 $36.7K - $55.6K
2K $890M
AVGO
Broadcom Inc.

Technology
521
+ 24.8%
$264.74 - $369.57 $138K - $193K
2.62K $865M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
384
+ 8.89%
$459.11 - $506.91 $176K - $195K
4.7K $2.36B
GOOG
Alphabet Inc.

Communication Services
54
+ 1.68%
$175.16 - $255.24 $9.46K - $13.8K
3.27K $796M
Ge Vernova Inc
267
+ 37.45%
N/A
980 $603M
JNJ
Johnson & Johnson

Healthcare
432
+ 9.79%
$155.17 - $185.42 $67K - $80.1K
4.85K $899M
LLY
Eli Lilly & CO

Healthcare
502
+ 4.66%
$625.65 - $812.69 $314K - $408K
11.3K $8.6B
Innovator Etfs Trust
6.44K
+ 41.57%
N/A
21.9K $580M
ABBV
Abb Vie Inc.

Healthcare
55
+ 1.66%
$184.85 - $231.54 $10.2K - $12.7K
3.36K $778M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
500
+ 2.44%
$72.65 - $78.68 $36.3K - $39.3K
21K $1.64B
XOM
Exxon Mobil Corp

Energy
883
+ 11.56%
$105.83 - $117.22 $93.4K - $104K
8.52K $961M
VGT
Vanguard Information Technolog

ETFs
77
+ 9.14%
$656.44 - $753.15 $50.5K - $58K
919 $686M
Innovator Etfs Trust
3.58K
+ 10.88%
N/A
36.5K $1.07B
Innovator Etfs Trust
3.75K
+ 21.73%
N/A
21K $604M
RTX
Raytheon Technologies Corp

Industrials
358
+ 14.95%
$144.19 - $167.33 $51.6K - $59.9K
2.75K $461M
SCHA
Schwab Strategic Tr Us Small C

ETFs
929
+ 3.37%
$25.29 - $28.33 $23.5K - $26.3K
28.5K $795M
First Tr Exchng Traded Fd Vi
2.68K
+ 31.04%
N/A
11.3K $381M
WMT
Walmart Inc.

Consumer Defensive
553
+ 7.45%
$94.4 - $104.27 $52.2K - $57.7K
7.98K $822M
VIG
Vanguard Dividend Appreciation

ETFs
347
+ 26.69%
N/A
1.65K $356M
First Tr Exchng Traded Fd Vi
2.18K
+ 20.47%
N/A
12.8K $403M
LOW
Lowes Companies Inc

Consumer Cyclical
2
+ 0.08%
$215.01 - $273.02 $430 - $546
2.5K $629M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
117
+ 1.53%
$128.6 - $136.01 $15K - $15.9K
7.78K $1.05B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1.04K
+ 3.21%
$21.69 - $23.34 $22.5K - $24.2K
33.4K $776M
AMD
Advanced Micro Devices Inc

Technology
68
+ 2.64%
$134.8 - $184.42 $9.17K - $12.5K
2.64K $427M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
980
+ 5.62%
$31.79 - $33.42 $31.2K - $32.8K
18.4K $616M
CAT
Caterpillar Inc

Industrials
2
+ 0.31%
$390.92 - $477.15 $782 - $954
649 $310M
IWF
Ishares Russell 1000 Gr ETF

ETFs
74
+ 13.7%
$420.11 - $472.68 $31.1K - $35K
614 $288M
VBR
Vanguard Small Cap Value ETF

ETFs
66
+ 2.03%
$195.41 - $212.37 $12.9K - $14K
3.32K $694M
FDL
First Tr Morningstar Dividend

ETFs
996
+ 17.58%
$41.96 - $44.59 $41.8K - $44.4K
6.66K $289M
GPC
Genuine Parts CO

Consumer Cyclical
135
+ 7.06%
$122.23 - $142.77 $16.5K - $19.3K
2.05K $284M
Activity Summary
Buys All Purchases 116 New Holdings 24 Increased Positions 92 Sells All Sells 86 Reductions 86 Sold out 0 Options Calls 0 Puts 0
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