Investments: BRASS TAX WEALTH MANAGEMENT, INC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten). — Filter: BRASS TAX WEALTH MANAGEMENT, INC
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q32025/Q2
Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)
384.612.094 $+20.442.684 $
+153,1 %
338.824.825 $+55.340.598 $
+154,9 %
iSHARES TRUST63.033.928 $+19.932.531 $
+46,2 %
43.101.397 $+23.593.431 $
+120,9 %
SCHWAB STRATEGIC TR37.564.776 $+31.341.192 $
+503,6 %
51.005.740 $+49.656.616 $
+3.680,7 %
ISHARES TR48.784.609 $+48.473.321 $
+15.571,9 %
37.506.866 $+36.948.264 $
+6.614,4 %
VANGUARD WELLINGTON FD23.882.722 $+22.509.318 $
+1.638,9 %
Pacer Funds Trust13.960.908 $-6.753.971 $
-32,6 %
20.714.879 $+19.102.946 $
+1.185,1 %
FIRST TRUST EXCHANGE-TRADED FUND VIII19.188.455 $+522.477 $
+2,8 %
18.665.978 $+789.977 $
+4,4 %
FIRST TR EXCHNG TRADED FD VI13.817.050 $+10.064.606 $
+268,2 %
12.603.216 $+12.365.939 $
+5.211,6 %
Apple Inc.AAPL13.151.308 $+2.682.465 $
+25,6 %
10.468.843 $-553.939 $
-5,0 %
FIRST TRUST EXCHANGE-TRADED FUND12.513.429 $+540.996 $
+4,5 %
11.972.433 $+1.964.913 $
+19,6 %
PROCTER & GAMBLE CoPG8.509.581 $-657.255 $
-7,2 %
9.166.836 $-408.928 $
-4,3 %
ELI LILLY & CoLLY8.599.839 $+205.375 $
+2,4 %
8.394.464 $+1.514.697 $
+22,0 %
MICROSOFT CORPMSFT7.924.387 $+413.057 $
+5,5 %
7.511.330 $+2.196.153 $
+41,3 %
FIRST TR EXCHANGE TRADED FD6.223.584 $+1.186.469 $
+23,6 %
5.867.471 $+1.263.476 $
+27,4 %
DANAHER CORP /DE/DHR2.965.727 $-2.075.054 $
-41,2 %
5.040.781 $-184.008 $
-3,5 %
FIRST TR EXCHANGE-TRADED FD5.037.115 $+1.384.970 $
+37,9 %
4.603.995 $-7.999.221 $
-63,5 %
PACER FDS TR3.752.444 $+1.238.049 $
+49,2 %
3.748.859 $+2.011.057 $
+115,7 %
INNOVATOR ETFS TRUST3.652.145 $+533.058 $
+17,1 %
2.730.305 $-192.440 $
-6,6 %
Alphabet Inc.GOOGL3.574.088 $+1.037.528 $
+40,9 %
2.536.560 $+388.565 $
+18,1 %
JPMORGAN CHASE & COJPM3.207.738 $+233.780 $
+7,9 %
2.973.958 $+536.930 $
+22,0 %
LATTICE STRATEGIES TR3.119.087 $+2.829.846 $
+978,4 %
2.922.745 $+2.715.247 $
+1.308,6 %
NORTHERN LTS FD TR IV2.910.251 $+2.402.643 $
+473,3 %
2.462.538 $+2.199.389 $
+835,8 %
VANGUARD GROUP INC2.779.722 $+47.432 $
+1,7 %
2.732.290 $-54.308 $
-1,9 %
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND2.642.825 $+67.387 $
+2,6 %
2.575.438 $+95.900 $
+3,9 %
SELECT SECTOR SPDR TR2.491.241 $-35.073.535 $
-93,4 %
2.589.716 $-48.416.024 $
-94,9 %
SPDR SER TR2.514.395 $+2.158.882 $
+607,3 %
2.380.558 $-209.158 $
-8,1 %
BERKSHIRE HATHAWAY INCBRK-B2.364.889 $+266.363 $
+12,7 %
2.098.526 $-189.970 $
-8,3 %
AMAZON COM INCAMZN2.150.469 $+27.432 $
+1,3 %
2.123.037 $+307.196 $
+16,9 %
PROSHARES TRUST2.041.570 $-26.427 $
-1,3 %
2.067.997 $-223.387 $
-9,7 %
INVESCO QQQ TRUST, SERIES 1QQQ2.063.536 $+307.010 $
+17,5 %
1.756.526 $+776.092 $
+79,2 %
NVIDIA CORPNVDA1.957.818 $+416.807 $
+27,0 %
1.541.011 $+321.101 $
+26,3 %
MARSH & MCLENNAN COMPANIES, INC.MRSH1.730.749 $-145.542 $
-7,8 %
1.876.291 $-216.585 $
-10,3 %
INVESCO EXCHANGE TRADED FD T1.834.636 $+1.148.338 $
+167,3 %
1.737.802 $-241.030 $
-12,2 %
ORACLE CORPORCL1.706.456 $+359.366 $
+26,7 %
1.347.090 $+490.010 $
+57,2 %
Philip Morris International Inc.PM1.336.142 $-164.063 $
-10,9 %
1.500.205 $+221.794 $
+17,3 %
PRINCIPAL SECURITIES, INC.1.371.799 $-121.231 $
-8,1 %
1.493.030 $-1.154.390 $
-43,6 %
KROGER COKR1.416.532 $-71.957 $
-4,8 %
1.488.489 $+84.908 $
+6,0 %
INTUITIVE SURGICAL INCISRG1.356.900 $-50.537 $
-3,6 %
1.407.437 $+143.008 $
+11,3 %
FIDELITY COMWLTH TR1.373.404 $-47.411.205 $
-97,2 %
1.349.124 $-4.518.347 $
-77,0 %
J P MORGAN EXCH TRADED FD1.211.285 $-12.605.765 $
-91,2 %
1.273.599 $-36.233.267 $
-96,6 %
INNOVATOR ETFS TR1.068.288 $-1.422.953 $
-57,1 %
943.901 $-1.786.404 $
-65,4 %
GENERAL ELECTRIC COGE1.038.903 $+424.976 $
+69,2 %
613.927 $+169.105 $
+38,0 %
ALTRIA GROUP, INC.MO989.785 $+100.005 $
+11,2 %
889.780 $-7.441 $
-0,8 %
Fortive CorpFTV905.308 $-58.025 $
-6,0 %
963.333 $-388.992 $
-28,8 %
EXXON MOBIL CORPXOM960.989 $+137.409 $
+16,7 %
823.580 $-75.597 $
-8,4 %
SSGA Active Trust928.628 $+388.702 $
+72,0 %
JOHNSON & JOHNSONJNJ898.539 $+224.246 $
+33,3 %
674.293 $-45.955 $
-6,4 %
Tesla, Inc.TSLA890.329 $+294.081 $
+49,3 %
596.248 $+254.675 $
+74,6 %
VISA INC.V858.198 $-22.976 $
-2,6 %
881.174 $+23.684 $
+2,8 %
Mondelez International, Inc.MDLZ808.184 $-66.310 $
-7,6 %
874.494 $+925 $
+0,1 %
Broadcom Inc.AVGO864.945 $+285.825 $
+49,4 %
579.120 $+177.500 $
+44,2 %
Walmart Inc.WMT822.059 $+96.189 $
+13,3 %
725.870 $+117.046 $
+19,2 %
ROYAL CARIBBEAN CRUISES LTDRCL787.917 $+25.421 $
+3,3 %
762.496 $+262.250 $
+52,4 %
AbbVie Inc.ABBV778.057 $+164.611 $
+26,8 %
613.446 $-29.221 $
-4,5 %
PEPSICO INCPEP735.433 $-40.357 $
-5,2 %
775.790 $-80.245 $
-9,4 %
3M COMMM727.107 $+20.956 $
+3,0 %
706.151 $+32.155 $
+4,8 %
ADOBE INC.ADBE637.419 $-88.755 $
-12,2 %
726.174 $+6.288 $
+0,9 %
VANGUARD WORLD FDS686.298 $-23.196.424 $
-97,1 %
558.602 $+292.531 $
+109,9 %
CISCO SYSTEMS, INC.CSCO662.798 $+18.250 $
+2,8 %
644.548 $+117.943 $
+22,4 %
HOME DEPOT, INC.HD642.450 $+56.602 $
+9,7 %
585.848 $+102.251 $
+21,1 %
FS KKR Capital CorpFSK501.543 $-132.058 $
-20,8 %
633.601 $+633.601 $
LOWES COMPANIES INCLOW628.970 $+74.023 $
+13,3 %
554.947 $-6.369 $
-1,1 %
BRISTOL MYERS SQUIBB COBMY604.571 $-19.468 $
-3,1 %
624.039 $-263.606 $
-29,7 %
NRG ENERGY, INC.NRG605.337 $-6.053 $
-1,0 %
611.390 $+248.893 $
+68,7 %
GE Vernova Inc.GEV602.602 $+225.318 $
+59,7 %
377.284 $+171.831 $
+83,6 %
WEC ENERGY GROUP, INC.WEC588.206 $+51.333 $
+9,6 %
536.873 $-20.238 $
-3,6 %
Mastercard IncMA579.748 $+8.469 $
+1,5 %
571.279 $+31.378 $
+5,8 %
Fidelity Wise Origin Bitcoin FundFBTC560.665 $+37.136 $
+7,1 %
523.529 $-117.606 $
-18,3 %
PNC FINANCIAL SERVICES GROUP, INC.PNC549.168 $+35.004 $
+6,8 %
514.164 $+514.164 $
AT&T INC.T342.536 $-198.029 $
-36,6 %
540.565 $+7.341 $
+1,4 %
O REILLY AUTOMOTIVE INCORLY509.402 $+83.538 $
+19,6 %
425.864 $-26.831 $
-5,9 %
GLOBAL X FDS507.608 $-703.677 $
-58,1 %
484.160 $-459.741 $
-48,7 %
Duke Energy CORPDUK494.218 $+48.495 $
+10,9 %
445.723 $-13.225 $
-2,9 %
BANK OF AMERICA CORP /DE/BAC471.645 $+50.514 $
+12,0 %
421.131 $+123.473 $
+41,5 %
Veralto CorpVLTO469.309 $+25.925 $
+5,8 %
443.384 $+16.347 $
+3,8 %
CSX CORPCSX467.825 $+49.779 $
+11,9 %
418.046 $+41.007 $
+10,9 %
Constellation Energy CorpCEG435.689 $-26.826 $
-5,8 %
462.515 $+173.579 $
+60,1 %
RTX CorpRTX460.598 $+110.868 $
+31,7 %
349.730 $+77.330 $
+28,4 %
GOLDMAN SACHS GROUP INCGS457.901 $+50.945 $
+12,5 %
406.956 $+92.839 $
+29,6 %
Salesforce, Inc.CRM341.920 $-110.902 $
-24,5 %
452.822 $+15.276 $
+3,5 %
Corteva, Inc.CTVA413.208 $-36.454 $
-8,1 %
449.662 $+76.832 $
+20,6 %
ABBOTT LABORATORIESABT446.693 $+11.533 $
+2,7 %
435.160 $+39.607 $
+10,0 %
LAM RESEARCH CORPLRCX443.209 $+112.253 $
+33,9 %
330.956 $+83.776 $
+33,9 %
CITIGROUP INCC432.615 $+60.795 $
+16,4 %
371.820 $+58.885 $
+18,8 %
ADVANCED MICRO DEVICES INCAMD427.449 $+62.198 $
+17,0 %
365.251 $+103.161 $
+39,4 %
INTERNATIONAL BUSINESS MACHINES CORPIBM373.160 $-45.839 $
-10,9 %
418.999 $+65.815 $
+18,6 %
CINTAS CORPCTAS375.215 $-29.517 $
-7,3 %
404.732 $+31.490 $
+8,4 %
FIFTH THIRD BANCORPFITB399.452 $+44.546 $
+12,6 %
354.906 $+32.839 $
+10,2 %
Medtronic plcMDT397.036 $+38.263 $
+10,7 %
358.773 $-20.058 $
-5,3 %
AMERICAN EXPRESS COAXP389.800 $+20.876 $
+5,7 %
368.924 $+62.052 $
+20,2 %
Nuveen Municipal Credit Income FundNZF387.225 $+19.731 $
+5,4 %
367.494 $-9.557 $
-2,5 %
Walt Disney CoDIS288.366 $-90.515 $
-23,9 %
378.881 $+80.487 $
+27,0 %
NETFLIX INCNFLX345.289 $-28.328 $
-7,6 %
373.617 $+144.215 $
+62,9 %
EQUITY RESIDENTIALEQR348.895 $-14.876 $
-4,1 %
363.771 $-22.045 $
-5,7 %
Elevance Health, Inc.ELV302.883 $-59.965 $
-16,5 %
362.848 $-44.530 $
-10,9 %
SOUTHERN COSO313.652 $-43.168 $
-12,1 %
356.820 $+32.525 $
+10,0 %
VANGUARD SPECIALIZED FUNDS355.513 $-2.107.025 $
-85,6 %
266.071 $-2.114.487 $
-88,8 %
Phillips Edison & Company, Inc.PECO343.712 $-7.008 $
-2,0 %
350.720 $-14.618 $
-4,0 %
TRACTOR SUPPLY CO /DE/TSCO342.755 $+26.135 $
+8,3 %
316.620 $-14.807 $
-4,5 %
VERIZON COMMUNICATIONS INCVZ330.824 $+8.166 $
+2,5 %
322.658 $-4.612 $
-1,4 %
GILEAD SCIENCES, INC.GILD324.120 $-4.388 $
-1,3 %
328.508 $-3.496 $
-1,1 %
FIRST FINANCIAL BANCORP /OH/FFBC322.796 $+12.656 $
+4,1 %
310.140 $-9.204 $
-2,9 %
KIMBERLY CLARK CORPKMB303.498 $-11.051 $
-3,5 %
314.549 $-32.321 $
-9,3 %
FIRST TR VALUE LINE DIVID IN311.288 $-2.598.963 $
-89,3 %
263.149 $-221.011 $
-45,6 %
Vontier CorpVNT309.948 $+37.441 $
+13,7 %
272.507 $+29.910 $
+12,3 %
CATERPILLAR INCCAT309.784 $+58.659 $
+23,4 %
251.125 $+37.913 $
+17,8 %
UNION PACIFIC CORPUNP299.255 $+8.003 $
+2,7 %
291.252 $+72.565 $
+33,2 %
XCEL ENERGY INCXEL294.559 $+47.697 $
+19,3 %
246.862 $-7.785 $
-3,1 %
CONOCOPHILLIPSCOP290.058 $+26.821 $
+10,2 %
263.237 $-37.661 $
-12,5 %
FIRST TR MORNINGSTAR DIVID L289.241 $+56.784 $
+24,4 %
237.277 $-3.511.582 $
-93,7 %
CINCINNATI FINANCIAL CORPCINF289.040 $+16.831 $
+6,2 %
272.209 $-6.420 $
-2,3 %
COGNIZANT TECHNOLOGY SOLUTIONS CORPCTSH244.873 $-40.015 $
-14,0 %
284.888 $+5.586 $
+2,0 %
GENUINE PARTS COGPC283.714 $+51.769 $
+22,3 %
231.945 $+17.255 $
+8,0 %
Meta Platforms, Inc.META282.922 $+26.644 $
+10,4 %
256.278 $+256.278 $
MASCO CORP /DE/MAS281.138 $+24.084 $
+9,4 %
257.054 $-20.689 $
-7,4 %
Palo Alto Networks IncPANW274.073 $-5.465 $
-2,0 %
279.538 $+66.579 $
+31,3 %
CHEVRON CORPCVX276.744 $+7.308 $
+2,7 %
269.436 $-29.031 $
-9,7 %
TD SYNNEX CORPSNX276.246 $+47.320 $
+20,7 %
228.926 $+228.926 $
MOLINA HEALTHCARE, INC.MOH276.153 $-29.192 $
-9,6 %
PFIZER INCPFE274.363 $+12.419 $
+4,7 %
261.944 $-56.914 $
-17,8 %
Ralliant CorpRAL269.333 $+269.333 $
PAYCHEX INCPAYX206.619 $-62.482 $
-23,2 %
269.101 $-23.568 $
-8,1 %
AXON ENTERPRISE, INC.AXON252.609 $-16.472 $
-6,1 %
269.081 $+269.081 $
COSTCO WHOLESALE CORP /NEWCOST216.724 $-42.535 $
-16,4 %
259.259 $+20.295 $
+8,5 %
T-Mobile US, Inc.TMUS256.946 $+1.828 $
+0,7 %
255.118 $+255.118 $
APPLIED MATERIALS INC /DEAMAT255.216 $+16.994 $
+7,1 %
238.222 $+238.222 $
PPG INDUSTRIES INCPPG248.060 $+248.060 $
WisdomTree, Inc.WT243.432 $+12.983 $
+5,6 %
230.449 $+7.448 $
+3,3 %
AMGEN INCAMGN240.849 $+12.087 $
+5,3 %
228.762 $-15.861 $
-6,5 %
MCDONALDS CORPMCD240.495 $+14.252 $
+6,3 %
226.243 $-19.687 $
-8,0 %
FIRST TR SML CP CORE ALPHA F232.457 $-1.602.179 $
-87,3 %
207.498 $-1.066.101 $
-83,7 %
UNITEDHEALTH GROUP INCUNH232.194 $-164.004 $
-41,4 %
DELTA AIR LINES, INC.DAL223.247 $+223.247 $
LOCKHEED MARTIN CORPLMT222.604 $+222.604 $
NOVO NORDISK A SNVO222.590 $+222.590 $
Rocket Lab CorpRKLB221.953 $+221.953 $
STRYKER CORPSYK206.997 $-14.287 $
-6,5 %
221.284 $+12.214 $
+5,8 %
INTEL CORPINTC219.876 $+219.876 $
COCA COLA COKO205.141 $-13.457 $
-6,2 %
218.598 $+218.598 $
OLD REPUBLIC INTERNATIONAL CORPORI218.010 $+218.010 $
Merck & Co., Inc.MRK213.953 $+3.096 $
+1,5 %
210.857 $-50.534 $
-19,3 %
CME GROUP INC.CME209.667 $-4.214 $
-2,0 %
213.881 $+8.016 $
+3,9 %
WELLS FARGO & COMPANY/MNWFC208.145 $+208.145 $
ELECTRONIC ARTS INC.EA206.137 $+206.137 $
Eaton Corp plcETN204.495 $+204.495 $
Marathon Petroleum CorpMPC203.832 $+203.832 $
CAPITAL ONE FINANCIAL CORPCOF203.456 $-81 $
-0,0 %
203.537 $+203.537 $
LINDE PLCLIN201.710 $+201.710 $
SIMON PROPERTY GROUP INC.SPG200.410 $+200.410 $
FORD MOTOR COF147.057 $+13.676 $
+10,3 %
133.381 $+10.109 $
+8,2 %
AEMETIS, INCAMTX44.392 $+13.246 $
+42,5 %
384.612.094 $+20.442.684 $
+153,1 %
338.824.825 $+55.340.598 $
+154,9 %
Erweitert ×