Brass Tax Wealth Management, Inc Reduced Holdings in Q1 2025

Brass Tax Wealth Management, Inc

  • $476 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-7.76K
- 5.48%
$507.05 - $563.67 $3.93M - $4.37M
134K $68.8B
PSMO
Pacer Fds Tr Swan Sos Moderate
-47.8K
- 7.34%
N/A
603K $16.4B
VTI
Vanguard Total Stock Market Et

ETFs
-799
- 0.91%
$271.18 - $303.12 $217K - $242K
86.6K $23.8B
AAPL
Apple Inc.

Technology
-462
- 0.92%
$209.68 - $247.1 $96.9K - $114K
49.6K $11B
FDN
First Tr Fd Dow Jones

ETFs
-1.21K
- 5.79%
$221.38 - $266.86 $267K - $322K
19.6K $4.35B
FXL
First Tr Exchange Traded Fd Fi

ETFs
-1.16K
- 3.67%
$131.2 - $160.72 $152K - $187K
30.5K $4.03B
SCHX
Schwab Strategic Tr Us Large C

ETFs
-5K
- 1.0%
$21.75 - $24.28 $109K - $121K
494K $10.9B
QTEC
First Trust Nasdaq 100 Technol

ETFs
-1.07K
- 3.35%
$173.56 - $210.67 $186K - $226K
30.9K $5.36B
AMZN
Amazon Com Inc

Consumer Cyclical
-668
- 6.54%
$190.26 - $242.06 $127K - $162K
9.54K $1.82B
TSLA
Tesla, Inc.

Consumer Cyclical
-533
- 28.8%
$222.15 - $428.22 $118K - $228K
1.32K $342M
FXO
First Tr Exchange Traded Fd Fi

ETFs
-1.93K
- 4.33%
$50.93 - $57.24 $98.2K - $110K
42.5K $2.26B
SCHA
Schwab Strategic Tr Us Small C

ETFs
-2.29K
- 8.64%
$23.16 - $27.04 $53.1K - $62K
24.2K $568M
DNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
-182
- 0.17%
$41.55 - $43.98 $7.56K - $8K
109K $4.55B
First Tr Exchng Traded Fd Vi
-2.8K
- 12.07%
N/A
20.4K $759M
PEP
Pepsico Inc

Consumer Defensive
-613
- 9.7%
$142.64 - $156.42 $87.4K - $95.9K
5.71K $856M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-313
- 1.43%
$64.88 - $72.1 $20.3K - $22.6K
21.5K $1.41B
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-75
- 2.99%
$203.38 - $274.79 $15.3K - $20.6K
2.44K $500M
AMD
Advanced Micro Devices Inc

Technology
-170
- 6.25%
$96.63 - $129.55 $16.4K - $22K
2.55K $262M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-2.73K
- 18.82%
$25.81 - $28.52 $70.4K - $77.7K
11.8K $324M
First Tr Exchng Traded Fd Vi
-1.47K
- 8.1%
N/A
16.7K $577M
GS
Goldman Sachs Group Inc

Financial Services
-75
- 11.54%
$524.81 - $672.19 $39.4K - $50.4K
575 $314M
First Tr Exchng Traded Fd Vi
-1.23K
- 9.18%
N/A
12.2K $441M
IWM
Ishares Russell 2000 ETF

ETFs
-52
- 2.97%
$198.1 - $229.79 $10.3K - $11.9K
1.7K $339M
FDIS
Fidelity Covington Tr Msci Con

ETFs
-137
- 5.19%
$82.77 - $101.84 $11.3K - $14K
2.51K $212M
VBR
Vanguard Small Cap Value ETF

ETFs
-27
- 0.82%
$183.02 - $207.75 $4.94K - $5.61K
3.26K $608M
XLK
Technology Sector Spdr

ETFs
-55
- 4.91%
$206.38 - $242.18 $11.4K - $13.3K
1.07K $220M
ROUS
Hartford Multifactor Us Equity

ETFs
-519
- 0.94%
$49.44 - $53.78 $25.7K - $27.9K
54.6K $2.77B
HD
Home Depot, Inc.

Consumer Cyclical
-4
- 0.3%
$347.25 - $424.87 $1.39K - $1.7K
1.32K $484M
Ge Vernova Inc
-46
- 6.4%
N/A
673 $205M
DAUG
First Tr ETF Viii Cboe Vest Us
-292
- 1.58%
N/A
18.2K $705M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-206
- 1.26%
$29.34 - $31.31 $6.04K - $6.45K
16.1K $478M
PFE
Pfizer Inc

Healthcare
-114
- 0.9%
$25.01 - $27.13 $2.85K - $3.09K
12.6K $319M
XJUN
Ft Exch Trd Fd Viii Cboe Vest

ETFs
-275
- 0.57%
$38.02 - $39.4 $10.5K - $10.8K
48.1K $1.85B
QSPT
First Tr ETF Fd Viii Cboe Vest

ETFs
-30
- 0.32%
$26.45 - $28.62 $794 - $859
9.41K $249M
First Tr Exchng Traded Fd Vi
-92
- 1.41%
N/A
6.44K $226M
CTSH
Cognizant Technology Solutions Corp

Technology
-85
- 2.28%
$75.32 - $90.7 $6.4K - $7.71K
3.65K $279M
Innovator Etfs Trust
-100
- 0.56%
N/A
17.7K $474M
VCIT
Vanguard Intermediate Term Cor

ETFs
-134
- 3.92%
$79.17 - $82.04 $10.6K - $11K
3.29K $269M
F
Ford Motor CO

Consumer Cyclical
-687
- 5.29%
$9.12 - $10.43 $6.27K - $7.17K
12.3K $123M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-241
- 2.51%
$29.82 - $30.1 $7.19K - $7.25K
9.36K $282M
XSEP
Frst Tr Ex Trd Viii Cboe Vest
-25
- 0.19%
N/A
13.2K $510M
First Tr Exchng Traded Fd Vi
-95
- 0.52%
N/A
18.2K $685M
C
Citigroup Inc

Financial Services
-33
- 0.74%
$67.23 - $84.63 $2.22K - $2.79K
4.41K $313M
RLY
Ssga Active ETF Tr

ETFs
-490
- 4.93%
$27.21 - $28.6 $13.3K - $14K
9.44K $270M
IEF
Ishares Barclays

ETFs
-50
- 2.1%
$91.17 - $95.39 $4.56K - $4.77K
2.33K $222M
UNP
Union Pacific Corp

Industrials
-5
- 0.54%
$225.21 - $254.42 $1.13K - $1.27K
926 $219M
FXU
First Tr Exchange Traded Fd Ut

ETFs
-177
- 2.47%
$37.42 - $41.14 $6.62K - $7.28K
7K $287M
CVX
Chevron Corp

Energy
-122
- 6.4%
$146.71 - $167.97 $17.9K - $20.5K
1.78K $298M
PAYX
Paychex Inc

Industrials
-7
- 0.37%
$136.06 - $154.52 $952 - $1.08K
1.9K $293M
Activity Summary
Buys All Purchases 97 New Holdings 16 Increased Positions 81 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 0 Puts 0
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