BRASS TAX WEALTH MANAGEMENT, INC's portfolio and holdings

BRASS TAX WEALTH MANAGEMENT, INC's portfolio and holdings

As per corporate shareholdings filed for Mar-2025, people matching BRASS TAX WEALTH MANAGEMENT, INC publicly holds 72 stocks with a net worth of over US$ 48.4 M.

These are shares held by BRASS TAX WEALTH MANAGEMENT, INC as per the shareholding data filed with the exchanges. The latest quarter tends to have missing data since not all companies may have reported their shareholding data till now.

Month Ending
Apr-2025
Mar-2025
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Dec-2024
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Oct-2024
Sep-2024
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Apr-2024
Mar-2024
Feb-2024
Jan-2024
Dec-2023
Nov-2023
Oct-2023
Sep-2023
Aug-2023
Jul-2023
Jun-2023
May-2023
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Stock Name Holders Name Current Price US$ Quantity Held Holding Percent Change from Previous Qtr Holding Value US$ History
Apple Inc Brass Tax Wealth Management, Inc 213.32 41,438 0.00% 0.00 8.8 M
Abbvie Inc Brass Tax Wealth Management, Inc 193.34 2,069 0.00% 0.00 400.0 K
Adobe Inc Brass Tax Wealth Management, Inc 374.63 1,717 0.00% 0.00 643.2 K
Advanced Micro Devices Inc. Brass Tax Wealth Management, Inc 96.65 2,380 0.00% 0.00 230.0 K
AMGEN Inc. Brass Tax Wealth Management, Inc 283.78 768 0.00% 0.00 217.9 K
Aemetis Inc Brass Tax Wealth Management, Inc 1.30 13,900 0.03% 0.00 18.1 K
Amazon.com Inc. Brass Tax Wealth Management, Inc 190.20 3,598 0.00% 0.00 684.3 K
Axon Enterprise Inc Brass Tax Wealth Management, Inc 621.10 600 0.00% 0.00 372.7 K
American Express Co. Brass Tax Wealth Management, Inc 268.54 894 0.00% 0.00 240.1 K
Astrazeneca plc - ADR Brass Tax Wealth Management, Inc 70.51 2,570 0.00% 0.00 181.2 K
Bank Of America Corp. Brass Tax Wealth Management, Inc 40.17 6,102 0.00% 0.00 245.1 K
Bristol-Myers Squibb Co. Brass Tax Wealth Management, Inc 49.61 5,809 0.00% 0.00 288.2 K
Berkshire Hathaway Inc. - Ordinary Shares - Class B Brass Tax Wealth Management, Inc 530.23 586 0.00% 0.00 310.7 K
Citigroup Inc Brass Tax Wealth Management, Inc 68.14 4,814 0.00% 0.00 328.0 K
Constellation Energy Corporation Brass Tax Wealth Management, Inc 240.62 1,486 0.00% 0.00 357.6 K
Chemed Corp. Brass Tax Wealth Management, Inc 573.74 400 0.00% 0.00 229.5 K
Cincinnati Financial Corp. Brass Tax Wealth Management, Inc 139.84 1,792 0.00% 0.00 250.6 K
Conoco Phillips Brass Tax Wealth Management, Inc 90.65 2,846 0.00% 0.00 258.0 K
Cisco Systems, Inc. Brass Tax Wealth Management, Inc 58.12 5,518 0.00% 0.00 320.7 K
CSX Corp. Brass Tax Wealth Management, Inc 28.11 13,000 0.00% 0.00 365.4 K
Cintas Corporation Brass Tax Wealth Management, Inc 209.55 1,816 0.00% 0.00 380.5 K
Cognizant Technology Solutions Corp. - Ordinary Shares - Class A Brass Tax Wealth Management, Inc 75.23 3,741 0.00% 0.00 281.4 K
Chevron Corp. Brass Tax Wealth Management, Inc 136.26 1,536 0.00% 0.00 209.3 K
D.R. Horton Inc. Brass Tax Wealth Management, Inc 125.55 1,162 0.00% 0.00 145.9 K
Walt Disney Co (The) Brass Tax Wealth Management, Inc 90.81 2,258 0.00% 0.00 205.0 K
Duke Energy Corp. Brass Tax Wealth Management, Inc 121.33 2,753 0.00% 0.00 334.0 K
Elevance Health Inc Brass Tax Wealth Management, Inc 408.31 640 0.00% 0.00 261.3 K
Ford Motor Co. Brass Tax Wealth Management, Inc 10.18 12,141 0.00% 0.00 123.6 K
First Financial Bancorp Brass Tax Wealth Management, Inc 23.34 12,784 0.01% 0.00 298.4 K
Fifth Third Bancorp Brass Tax Wealth Management, Inc 36.09 8,216 0.00% 0.00 296.5 K
General Electric Co. Brass Tax Wealth Management, Inc 203.61 1,972 0.00% 0.00 401.5 K
Gilead Sciences, Inc. Brass Tax Wealth Management, Inc 103.25 2,883 0.00% 0.00 297.7 K
Alphabet Inc - Ordinary Shares - Class C Brass Tax Wealth Management, Inc 162.79 2,507 0.00% 0.00 408.1 K
Alphabet Inc - Ordinary Shares - Class A Brass Tax Wealth Management, Inc 161.30 8,625 0.00% 0.00 1.4 M
Goldman Sachs Group, Inc. Brass Tax Wealth Management, Inc 553.83 625 0.00% 0.00 346.1 K
Home Depot, Inc. Brass Tax Wealth Management, Inc 358.30 788 0.00% 0.00 282.3 K
International Business Machines Corp. Brass Tax Wealth Management, Inc 239.66 1,126 0.00% 0.00 269.9 K
Intuitive Surgical Inc Brass Tax Wealth Management, Inc 517.18 2,558 0.00% 0.00 1.3 M
Johnson & Johnson Brass Tax Wealth Management, Inc 154.46 3,595 0.00% 0.00 555.3 K
JPMorgan Chase & Co. Brass Tax Wealth Management, Inc 246.89 1,938 0.00% 0.00 478.5 K
Kroger Co. Brass Tax Wealth Management, Inc 72.18 19,820 0.00% 0.00 1.4 M
Lilly(Eli) & Co Brass Tax Wealth Management, Inc 794.10 2,586 0.00% 0.00 2.1 M
Lowe`s Cos., Inc. Brass Tax Wealth Management, Inc 222.32 2,217 0.00% 0.00 492.9 K
Mastercard Incorporated - Ordinary Shares - Class A Brass Tax Wealth Management, Inc 546.63 516 0.00% 0.00 282.1 K
Masco Corp. Brass Tax Wealth Management, Inc 60.30 3,994 0.00% 0.00 240.8 K
Medtronic Plc Brass Tax Wealth Management, Inc 83.56 2,527 0.00% 0.00 211.2 K
Molina Healthcare Inc Brass Tax Wealth Management, Inc 313.04 927 0.00% 0.00 290.2 K
Merck & Co Inc Brass Tax Wealth Management, Inc 83.26 2,366 0.00% 0.00 197.0 K
Microsoft Corporation Brass Tax Wealth Management, Inc 425.40 9,819 0.00% 0.00 4.2 M
NVIDIA Corp Brass Tax Wealth Management, Inc 111.61 2,845 0.00% 0.00 317.5 K
Novo Nordisk - ADR Brass Tax Wealth Management, Inc 65.60 1,700 0.00% 0.00 111.5 K
Nuveen Municipal Credit Income Fund Brass Tax Wealth Management, Inc 11.99 30,830 0.02% 0.00 369.7 K
Oracle Corp. Brass Tax Wealth Management, Inc 145.49 5,888 0.00% 0.00 856.6 K
Palo Alto Networks Inc Brass Tax Wealth Management, Inc 186.27 624 0.00% 0.00 116.2 K
Paychex Inc. Brass Tax Wealth Management, Inc 146.61 2,049 0.00% 0.00 300.4 K
Phillips Edison & Company Inc - Ordinary Shares - New Brass Tax Wealth Management, Inc 34.96 10,012 0.01% 0.00 350.0 K
PepsiCo Inc Brass Tax Wealth Management, Inc 133.55 2,660 0.00% 0.00 355.2 K
Pfizer Inc. Brass Tax Wealth Management, Inc 23.93 10,498 0.00% 0.00 251.2 K
Procter & Gamble Co. Brass Tax Wealth Management, Inc 159.98 49,582 0.00% 0.00 7.9 M
Royal Caribbean Group Brass Tax Wealth Management, Inc 220.77 2,510 0.00% 0.00 554.1 K
Regeneron Pharmaceuticals, Inc. Brass Tax Wealth Management, Inc 590.00 353 0.00% 0.00 208.3 K
Raytheon Technologies Corporation Brass Tax Wealth Management, Inc 127.41 2,033 0.00% 0.00 259.0 K
TD Synnex Corp Brass Tax Wealth Management, Inc 111.84 1,687 0.00% 0.00 188.7 K
AT&T, Inc. Brass Tax Wealth Management, Inc 27.64 16,499 0.00% 0.00 456.0 K
Tractor Supply Co. Brass Tax Wealth Management, Inc 50.35 1,200 0.00% 0.00 60.4 K
Tesla Inc Brass Tax Wealth Management, Inc 280.52 1,219 0.00% 0.00 342.0 K
Visa Inc - Ordinary Shares - Class A Brass Tax Wealth Management, Inc 342.45 2,298 0.00% 0.00 787.0 K
Verizon Communications Inc Brass Tax Wealth Management, Inc 43.30 6,581 0.00% 0.00 285.0 K
WEC Energy Group Inc Brass Tax Wealth Management, Inc 108.79 4,119 0.00% 0.00 448.1 K
Walmart Inc Brass Tax Wealth Management, Inc 97.41 4,611 0.00% 0.00 449.2 K
Xcel Energy, Inc. Brass Tax Wealth Management, Inc 70.40 3,540 0.00% 0.00 249.2 K
Exxon Mobil Corp. Brass Tax Wealth Management, Inc 105.78 6,508 0.00% 0.00 688.4 K
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