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
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
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
DJD
Invesco Exchange Traded Fd Tr

ETFs
63
+ 0.61%
$47.46 - $53.19 $2.99K - $3.35K
10.3K $549M
MDLZ
Mondelez International, Inc.

Consumer Defensive
92
+ 0.71%
$63.54 - $68.5 $5.85K - $6.3K
13K $874M
VZ
Verizon Communications Inc

Communication Services
242
+ 3.35%
$41.67 - $45.62 $10.1K - $11K
7.46K $323M
LOW
Lowes Companies Inc

Consumer Cyclical
94
+ 3.91%
$210.83 - $235.28 $19.8K - $22.1K
2.5K $555M
MO
Altria Group, Inc.

Consumer Defensive
227
+ 1.52%
$55.56 - $60.91 $12.6K - $13.8K
15.2K $890M
XEL
Xcel Energy Inc

Utilities
28
+ 0.78%
$65.65 - $72.39 $1.84K - $2.03K
3.63K $247M
DUK
Duke Energy Corp

Utilities
14
+ 0.37%
$112.46 - $124.05 $1.57K - $1.74K
3.78K $446M
AMGN
Amgen Inc

Healthcare
34
+ 4.33%
$262.28 - $309.85 $8.92K - $10.5K
819 $229M
WEC
Wec Energy Group, Inc.

Utilities
40
+ 0.78%
$102.24 - $109.76 $4.09K - $4.39K
5.15K $537M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
4.41K
+ 1395.25%
$87.84 - $1441.89 $387K - $6.36M
4.73K $426M
CVX
Chevron Corp

Energy
98
+ 5.49%
$133.73 - $168.51 $13.1K - $16.5K
1.88K $269M
ABBV
Abb Vie Inc.

Healthcare
238
+ 7.76%
$170.16 - $206.27 $40.5K - $49.1K
3.31K $613M
KMB
Kimberly Clark Corp

Consumer Defensive
1
+ 0.04%
$126.84 - $145.22 $127 - $145
2.44K $315M
COP
Conocophillips

Energy
68
+ 2.37%
$82.66 - $106.1 $5.62K - $7.21K
2.93K $263M
JNJ
Johnson & Johnson

Healthcare
71
+ 1.63%
$146.36 - $159.82 $10.4K - $11.3K
4.41K $674M
XOM
Exxon Mobil Corp

Energy
79
+ 1.04%
$99.93 - $119.04 $7.89K - $9.4K
7.64K $824M
PEP
Pepsico Inc

Consumer Defensive
166
+ 2.91%
$128.02 - $151.37 $21.3K - $25.1K
5.88K $776M
DHR
Danaher Corp

Healthcare
31
+ 0.12%
$174.64 - $205.16 $5.41K - $6.36K
25.5K $5.04B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
23
+ 0.54%
$483.48 - $539.8 $11.1K - $12.4K
4.32K $2.1B
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
6
+ 0.07%
$212.1 - $244.27 $1.27K - $1.47K
8.58K $1.88B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
15.9K
+ 3.25%
$24.32 - $27.87 $386K - $442K
503K $13.3B
PG
Procter & Gamble CO

Consumer Defensive
1.35K
+ 2.4%
$157.66 - $172.39 $213K - $232K
57.5K $9.17B
AAPL
Apple Inc.

Technology
1.4K
+ 2.83%
$172.42 - $223.89 $242K - $314K
51K $10.5B
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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