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
BAC
Bank Of America Corp

Financial Services
242
+ 2.72%
$44.92 - $52.42 $10.9K - $12.7K
9.14K $472M
CSX
Csx Corp

Industrials
362
+ 2.83%
$32.05 - $36.52 $11.6K - $13.2K
13.2K $468M
DUK
Duke Energy Corp

Utilities
217
+ 5.75%
$116.31 - $125.93 $25.2K - $27.3K
3.99K $494M
FVD
First Tr Value Line Divid Inde

ETFs
845
+ 14.35%
$44.73 - $46.86 $37.8K - $39.6K
6.73K $311M
XEL
Xcel Energy Inc

Utilities
27
+ 0.74%
$67.56 - $80.65 $1.82K - $2.18K
3.65K $295M
FITB
Fifth Third Bancorp

Financial Services
337
+ 3.91%
$40.91 - $46.28 $13.8K - $15.6K
8.97K $399M
MDT
Medtronic PLC

Healthcare
53
+ 1.29%
$87.67 - $95.74 $4.65K - $5.07K
4.17K $397M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
294
+ 1.24%
$78.96 - $80.04 $23.2K - $23.5K
24K $1.92B
VV
Vanguard Large Cap ETF

ETFs
28
+ 3.13%
$285.05 - $309.14 $7.98K - $8.66K
924 $284M
AMZN
Amazon Com Inc

Consumer Cyclical
117
+ 1.21%
$211.65 - $238.24 $24.8K - $27.9K
9.79K $2.15B
META
Meta Platforms, Inc.

Communication Services
38
+ 10.95%
$695.21 - $791.73 $26.4K - $30.1K
385 $283M
TSCO
Tractor Supply CO

Consumer Cyclical
27
+ 0.45%
$54.08 - $62.65 $1.46K - $1.69K
6.03K $343M
Veralto Corp
10
+ 0.23%
N/A
4.4K $469M
IJK
Ishares S&P Midcap 400 Growth

ETFs
11
+ 0.23%
$91.28 - $97.59 $1K - $1.07K
4.79K $459M
DJD
Invesco Exchange Traded Fd Tr

ETFs
11
+ 0.11%
$52.86 - $55.4 $581 - $609
10.3K $571M
MMM
3 M CO

Industrials
48
+ 1.03%
$144.41 - $160.2 $6.93K - $7.69K
4.69K $727M
AXP
American Express CO

Financial Services
17
+ 1.47%
$294.27 - $342.31 $5K - $5.82K
1.17K $390M
CSCO
Cisco Systems, Inc.

Technology
397
+ 4.27%
$66.2 - $71.79 $26.3K - $28.5K
9.69K $663M
MCD
Mcdonalds Corp

Consumer Cyclical
17
+ 2.2%
$291.67 - $316.99 $4.96K - $5.39K
791 $240M
F
Ford Motor CO

Consumer Cyclical
3
+ 0.02%
$10.82 - $12.09 $32.5 - $36.3
12.3K $147M
AMGN
Amgen Inc

Healthcare
34
+ 4.15%
$271.18 - $309.22 $9.22K - $10.5K
853 $241M
ABT
Abbott Laboratories

Healthcare
136
+ 4.25%
$120.51 - $136.62 $16.4K - $18.6K
3.34K $447M
MA
Mastercard Inc

Financial Services
2
+ 0.2%
$550.18 - $598.96 $1.1K - $1.2K
1.02K $580M
VZ
Verizon Communications Inc

Communication Services
70
+ 0.94%
$40.84 - $45.06 $2.86K - $3.15K
7.53K $331M
EFG
Msci Eafe Growth ETF

ETFs
22
+ 1.22%
$106.99 - $114.46 $2.35K - $2.52K
1.83K $208M
TMUS
T Mobile Us, Inc.

Communication Services
2
+ 0.19%
$226.02 - $259.01 $452 - $518
1.07K $257M
VGSH
Vanguard

ETFs
2
+ 0.03%
$58.43 - $58.88 $117 - $118
5.74K $338M
KMB
Kimberly Clark Corp

Consumer Defensive
1
+ 0.04%
$121.72 - $136.77 $122 - $137
2.44K $303M
KO
Coca Cola CO

Consumer Defensive
3
+ 0.1%
$65.67 - $71.67 $197 - $215
3.09K $205M
SYK
Stryker Corp

Healthcare
1
+ 0.18%
$368.57 - $403.53 $369 - $404
560 $207M
AXON
Axon Enterprise, Inc.

Industrials
27
+ 8.31%
$698.02 - $870.97 $18.8K - $23.5K
352 $253M
V
Visa Inc.

Financial Services
32
+ 1.29%
$332.09 - $358.86 $10.6K - $11.5K
2.51K $858M
NFLX
Netflix Inc

Communication Services
9
+ 3.23%
$1147.87 - $1297.18 $10.3K - $11.7K
288 $345M
CTAS
Cintas Corp

Industrials
12
+ 0.66%
$199.29 - $226.27 $2.39K - $2.72K
1.83K $375M
CTVA
Corteva, Inc.

Basic Materials
77
+ 1.28%
$67.08 - $77.12 $5.17K - $5.94K
6.11K $413M
ISRG
Intuitive Surgical Inc

Healthcare
444
+ 17.14%
$433.66 - $544.47 $193K - $242K
3.03K $1.36B
ELV
Elevance Health, Inc.

Healthcare
4
+ 0.43%
$274.66 - $395.76 $1.1K - $1.58K
937 $303M
KR
Kroger CO

Consumer Defensive
263
+ 1.27%
$64.52 - $74.35 $17K - $19.6K
21K $1.42B
FSK
Fs Kkr Capital Corp

Financial Services
3.06K
+ 10.01%
$14.93 - $22.48 $45.7K - $68.7K
33.6K $502M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
6
+ 0.07%
$196.15 - $217.83 $1.18K - $1.31K
8.59K $1.73B
PM
Philip Morris International Inc.

Consumer Defensive
1
+ 0.01%
$157.77 - $183.27 $158 - $183
8.24K $1.34B
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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