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Brass Tax Wealth Management

Latest statistics and disclosures from Brass Tax Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are VOO, VB, DBEF, VTI, SCHG, and represent 35.76% of Brass Tax Wealth Management's stock portfolio.
Added to shares of these 10 stocks: DBEF (+$6.4M), PSFF, BBIN, BRK.B, XMMO, IWD, SCHG, COWZ, PG, ANGL.
Started 16 new stock positions in VGSH, Innovator Etfs Trust, VT, IWD, ORLY, RDVY, CME, BBIN, Innovator Etfs Trust, NFLX. STOT, EXC, PSFF, CVS, XMMO, IBDQ.
Reduced shares in these 10 stocks: VOO, PSMO, IWF, FDN, MBB, DAL, EFG, VTI, , AHR.
Sold out of its positions in DAL, FYX, AHR, IWF, MBB, EFG.
Brass Tax Wealth Management was a net buyer of stock by $15M.
Brass Tax Wealth Management has $476M in assets under management (AUM), dropping by 0.19%.
Central Index Key (CIK): 0002002603

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Portfolio Holdings for Brass Tax Wealth Management

Brass Tax Wealth Management holds 215 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO)	14.4	$69M	-5%	134k	513.91	View chart
Vanguard Index Fds Small Cp Etf (VB)	6.3	$30M		135k	221.75	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	6.0	$29M	+28%	664k	43.30	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	5.0	$24M		87k	274.84	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	4.0	$19M	+4%	759k	25.04	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	3.8	$18M	+2%	246k	73.45	View chart
Pacer Fds Tr Swan Sos Modrte (PSMO)	3.4	$16M	-7%	603k	27.16	View chart
Ishares Tr S&p 500 Val Etf (IVE)	3.0	$15M		76k	190.58	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	2.9	$14M	+3%	488k	27.96	View chart
Ishares Tr Core Div Grwth (DGRO)	2.8	$13M	+4%	214k	61.78	View chart
Apple (AAPL)	2.3	$11M		50k	222.13	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	2.3	$11M		494k	22.08	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	2.2	$11M	+5%	370k	28.86	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	2.1	$10M	+5%	404k	24.95	View chart
Procter & Gamble Company (PG)	2.0	$9.6M	+8%	56k	170.42	View chart
Eli Lilly & Co. (LLY)	1.4	$6.9M		8.3k	825.90	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.2	$5.7M	+6%	98k	58.35	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.2	$5.7M		10k	561.91	View chart
First Tr Nasdaq 100 Tech Ind SHS (QTEC)	1.1	$5.4M	-3%	31k	173.56	View chart
Microsoft Corporation (MSFT)	1.1	$5.3M	+2%	14k	375.39	View chart
Danaher Corporation (DHR)	1.1	$5.2M		26k	205.00	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.1	$5.2M	+2%	9.2k	559.39	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.0	$4.9M	+3%	50k	98.92	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DNOV)	1.0	$4.6M		109k	41.92	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.9	$4.4M	-5%	20k	222.15	View chart
First Tr Exchange Traded Tech Alphadex (FXL)	0.8	$4.0M	-3%	31k	132.25	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.8	$3.7M	+2%	68k	54.86	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.7	$3.5M		37k	93.66	View chart
Lattice Strategies Tr Hartford Us Eqty (ROUS)	0.6	$2.8M		55k	50.73	View chart
Pacer Fds Tr Swan Sos Moderat (PSMR)	0.6	$2.6M		98k	27.14	View chart
JPMorgan Chase & Co. (JPM)	0.5	$2.4M		9.9k	245.30	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.5	$2.3M		22k	102.18	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$2.3M	+88%	4.3k	532.58	View chart
First Tr Exchange Traded Finls Alphadex (FXO)	0.5	$2.3M	-4%	43k	53.00	View chart
Marsh & McLennan Companies (MMC)	0.4	$2.1M	-2%	8.6k	244.04	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.4	$2.0M	+2%	26k	78.94	View chart
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)	0.4	$2.0M	+17%	39k	51.06	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUN)	0.4	$1.9M		48k	38.49	View chart
Ishares Tr Tips Bd Etf (TIP)	0.4	$1.8M		16k	111.09	View chart
Amazon (AMZN)	0.4	$1.8M	-6%	9.5k	190.26	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.3	$1.7M	+100%	30k	54.76	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$1.7M	+4%	11k	154.65	View chart
Pacer Fds Tr Swan Sos Fd Of (PSFF)	0.3	$1.6M	NEW	57k	28.55	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.3	$1.4M		22k	65.76	View chart
Kroger (KR)	0.3	$1.4M		21k	67.69	View chart
Fortive (FTV)	0.3	$1.4M		19k	73.18	View chart
Philip Morris International (PM)	0.3	$1.3M		8.1k	158.73	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$1.3M		14k	92.83	View chart
J P Morgan Exchange Traded F Betabuilders I (BBIN)	0.3	$1.3M	NEW	21k	61.51	View chart
Intuitive Surgical Com New (ISRG)	0.3	$1.3M		2.6k	495.27	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$1.3M	-3%	15k	81.73	View chart
NVIDIA Corporation (NVDA)	0.3	$1.2M	+20%	11k	108.38	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$1.0M		6.1k	170.89	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$980k	+2%	2.1k	468.88	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.2	$973k	NEW	8.6k	113.76	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAPR)	0.2	$966k		26k	37.23	View chart
Innovator Etfs Trust Equity Def Protn (TJUL)	0.2	$924k		33k	28.06	View chart
Select Sector Spdr Tr Financial (XLF)	0.2	$907k	+11%	18k	49.81	View chart
Exxon Mobil Corporation (XOM)	0.2	$899k		7.6k	118.92	View chart
Altria (MO)	0.2	$897k		15k	60.02	View chart
Bristol Myers Squibb (BMY)	0.2	$888k	+3%	15k	60.99	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GFEB)	0.2	$878k		24k	36.77	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DJAN)	0.2	$876k		23k	37.97	View chart
Mondelez Intl Cl A (MDLZ)	0.2	$874k		13k	67.85	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$860k	NEW	4.6k	188.17	View chart
Visa Com Cl A (V)	0.2	$858k	+4%	2.4k	350.43	View chart
Oracle Corporation (ORCL)	0.2	$857k		6.1k	139.82	View chart
Pepsi (PEP)	0.2	$856k	-9%	5.7k	149.94	View chart
Ishares Tr Dow Jones Us Etf (IYY)	0.2	$817k		6.0k	136.10	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.2	$784k	+3%	12k	68.07	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DDEC)	0.2	$783k		20k	39.14	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAY)	0.2	$779k		20k	39.60	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$759k	+2%	2.9k	258.64	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAR)	0.2	$759k	-12%	20k	37.20	View chart
Innovator Etfs Trust Equity Defined P (ZDEK)	0.2	$728k	+51%	31k	23.68	View chart
Johnson & Johnson (JNJ)	0.2	$720k	+5%	4.3k	165.84	View chart
Adobe Systems Incorporated (ADBE)	0.2	$720k	+7%	1.9k	383.53	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAUG)	0.1	$705k		18k	38.80	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN)	0.1	$701k		27k	26.45	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAPR)	0.1	$685k		18k	37.57	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$682k	+12%	8.7k	78.28	View chart
3M Company (MMM)	0.1	$674k		4.6k	146.87	View chart
Abbvie (ABBV)	0.1	$643k		3.1k	209.54	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$641k	+4%	6.7k	96.45	View chart
Wal-Mart Stores (WMT)	0.1	$609k		6.9k	87.79	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$608k		3.3k	186.30	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$597k		2.8k	211.47	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GSEP)	0.1	$577k	-8%	17k	34.53	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eq Ma (NOVM)	0.1	$576k		19k	30.44	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$568k	-8%	24k	23.43	View chart
Lowe's Companies (LOW)	0.1	$561k		2.4k	233.20	View chart
Wec Energy Group (WEC)	0.1	$557k		5.1k	108.98	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$542k	+10%	27k	19.78	View chart
Invesco Exchange Traded Fd T Dj Indl Avg Dv (DJD)	0.1	$542k	+4%	10k	52.83	View chart
Ssga Active Tr Spdr Dbleln Shrt (STOT)	0.1	$540k	NEW	11k	47.25	View chart
Mastercard Incorporated Cl A (MA)	0.1	$540k	+44%	985.00	548.12	View chart
At&t (T)	0.1	$533k		19k	28.28	View chart
Cisco Systems (CSCO)	0.1	$527k	+5%	8.5k	61.71	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$512k		4.2k	122.01	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XSEP)	0.1	$510k		13k	38.67	View chart
Royal Caribbean Cruises (RCL)	0.1	$500k	-2%	2.4k	205.44	View chart
Innovator Etfs Trust Equity Defined P (AJUL)	0.1	$496k		19k	26.74	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$493k	-13%	3.2k	156.25	View chart
Home Depot (HD)	0.1	$484k		1.3k	366.36	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.1	$478k		16k	29.69	View chart
Innovator Etfs Trust Equity Defined P (ZJUL)	0.1	$474k		18k	26.77	View chart
Duke Energy Corp Com New (DUK)	0.1	$459k	+9%	3.8k	121.96	View chart
O'reilly Automotive (ORLY)	0.1	$453k	NEW	316.00	1432.58	View chart
Ge Aerospace Com New (GE)	0.1	$445k		2.2k	200.19	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY)	0.1	$441k	-9%	12k	36.26	View chart
salesforce (CRM)	0.1	$438k		1.6k	268.43	View chart
First Tr Exchange Traded Cloud Computing (SKYY)	0.1	$431k		4.2k	102.23	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.1	$429k	+53%	8.7k	49.60	View chart
Veralto Corp Com Shs (VLTO)	0.1	$427k		4.4k	97.45	View chart
Blackrock Etf Trust Ishares Intl Div (BIDD)	0.1	$412k		16k	25.89	View chart
Anthem (ELV)	0.1	$407k		937.00	434.77	View chart
Broadcom (AVGO)	0.1	$402k	+32%	2.4k	167.41	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$401k		739.00	542.50	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$398k		4.8k	83.28	View chart
UnitedHealth (UNH)	0.1	$396k	+5%	756.00	524.07	View chart
Abbott Laboratories (ABT)	0.1	$396k		3.0k	132.65	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$393k	NEW	3.4k	115.95	View chart
Innovator Etfs Trust Equity Defined P (ZAUG)	0.1	$392k		16k	24.69	View chart
Equity Residential Sh Ben Int (EQR)	0.1	$386k		5.4k	71.58	View chart
Medtronic SHS (MDT)	0.1	$379k	+2%	4.2k	89.86	View chart
Nuveen Municipal Credit Com Sh Ben Int (NZF)	0.1	$377k		31k	12.23	View chart
CSX Corporation (CSX)	0.1	$377k		13k	29.43	View chart
Cintas Corporation (CTAS)	0.1	$373k		1.8k	205.53	View chart
Corteva (CTVA)	0.1	$373k	+3%	5.9k	62.92	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB)	0.1	$373k		8.8k	42.15	View chart
Phillips Edison & Co Common Stock (PECO)	0.1	$365k		10k	36.49	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.1	$365k		3.6k	100.71	View chart
Nrg Energy Com New (NRG)	0.1	$363k		3.8k	95.47	View chart
International Business Machines (IBM)	0.1	$353k		1.4k	248.72	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$349k	+16%	940.00	370.82	View chart
Kimberly-Clark Corporation (KMB)	0.1	$347k		2.4k	142.22	View chart
Tesla Motors (TSLA)	0.1	$342k	-28%	1.3k	259.16	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$339k	-2%	1.7k	199.49	View chart
Innovator Etfs Trust Equity Defined P	0.1	$332k	NEW	13k	25.77	View chart
Gilead Sciences (GILD)	0.1	$332k	+2%	3.0k	112.05	View chart
Tractor Supply Company (TSCO)	0.1	$331k		6.0k	55.10	View chart
Verizon Communications (VZ)	0.1	$327k	+3%	7.2k	45.36	View chart
Southern Company (SO)	0.1	$324k	+4%	3.5k	91.95	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$324k	-18%	12k	27.57	View chart
Fifth Third Ban (FITB)	0.1	$322k		8.2k	39.20	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$322k		3.6k	89.64	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUN)	0.1	$320k		7.6k	41.98	View chart
First Financial Ban (FFBC)	0.1	$319k		13k	24.98	View chart
Pfizer (PFE)	0.1	$319k		13k	25.34	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equty (SEPM)	0.1	$317k		11k	29.74	View chart
Goldman Sachs (GS)	0.1	$314k	-11%	575.00	546.29	View chart
Citigroup Com New (C)	0.1	$313k		4.4k	70.99	View chart
American Express Company (AXP)	0.1	$307k		1.1k	268.95	View chart
Molina Healthcare (MOH)	0.1	$305k		927.00	329.39	View chart
ConocoPhillips (COP)	0.1	$301k		2.9k	105.03	View chart
Chevron Corporation (CVX)	0.1	$299k	-6%	1.8k	167.30	View chart
Walt Disney Company (DIS)	0.1	$298k		3.0k	98.71	View chart
Bank of America Corporation (BAC)	0.1	$298k	+3%	7.1k	41.73	View chart
Paychex (PAYX)	0.1	$293k		1.9k	154.28	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.1	$291k		1.7k	170.12	View chart
Constellation Energy (CEG)	0.1	$289k		1.4k	201.63	View chart
First Tr Exchange Traded Utilities Alph (FXU)	0.1	$287k	-2%	7.0k	41.01	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.1	$282k	-2%	9.4k	30.10	View chart
Cognizant Technology Solutio Cl A (CTSH)	0.1	$279k	-2%	3.7k	76.50	View chart
Cincinnati Financial Corporation (CINF)	0.1	$279k	+5%	1.9k	147.74	View chart
Masco Corporation (MAS)	0.1	$278k		4.0k	69.54	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity M (AUGM)	0.1	$274k		8.6k	31.70	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DSEP)	0.1	$273k		6.9k	39.68	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL)	0.1	$273k		6.7k	40.90	View chart
Ishares Tr Ibonds Dec25 Etf (IBDQ)	0.1	$273k	NEW	11k	25.15	View chart
Raytheon Technologies Corp (RTX)	0.1	$272k		2.1k	132.49	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$271k	NEW	4.6k	58.69	View chart
Ssga Active Etf Tr Mult Ass Rlrtn (RLY)	0.1	$270k	-4%	9.4k	28.54	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$269k	-3%	3.3k	81.77	View chart
Advanced Micro Devices (AMD)	0.1	$262k	-6%	2.6k	102.74	View chart
Merck & Co (MRK)	0.1	$261k		2.9k	89.76	View chart
Innovator Etfs Trust Equity Def Protn	0.1	$256k	NEW	11k	23.66	View chart
Xcel Energy (XEL)	0.1	$255k		3.6k	70.79	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QSPT)	0.1	$250k		9.4k	26.51	View chart
Lam Research Corp Com New (LRCX)	0.1	$247k		3.4k	72.70	View chart
Chemed Corp Com Stk (CHE)	0.1	$246k		400.00	615.32	View chart
McDonald's Corporation (MCD)	0.1	$246k	+10%	787.00	312.49	View chart
Ishares Tr U S Equity Factr (LRGF)	0.1	$246k		4.2k	57.88	View chart
Amgen (AMGN)	0.1	$245k		785.00	311.62	View chart
Vontier Corporation (VNT)	0.1	$243k		7.4k	32.85	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$242k	NEW	4.1k	58.54	View chart
Costco Wholesale Corporation (COST)	0.1	$239k	+5%	253.00	944.52	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.0	$237k		14k	16.63	View chart
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG)	0.0	$236k		2.2k	106.88	View chart
Global X Fds S&p 500 Catholic (CATH)	0.0	$236k		3.5k	67.54	View chart
CVS Caremark Corporation (CVS)	0.0	$232k	NEW	3.4k	67.76	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$230k		896.00	257.03	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$230k		1.2k	193.99	View chart
Netflix (NFLX)	0.0	$229k	NEW	246.00	932.53	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GJUN)	0.0	$226k		6.4k	35.17	View chart
First Tr Exchange Traded Indls Prod Dur (FXR)	0.0	$225k		3.2k	69.64	View chart
Regeneron Pharmaceuticals (REGN)	0.0	$224k		353.00	634.23	View chart
Wisdomtree Tr Us Total Dividnd (DTD)	0.0	$223k		2.9k	76.95	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.0	$222k	-2%	2.3k	95.37	View chart
Select Sector Spdr Tr Technology (XLK)	0.0	$220k	-4%	1.1k	206.48	View chart
Union Pacific Corporation (UNP)	0.0	$219k		926.00	236.16	View chart
Innovator Etfs Trust Equity Defined P (JAJL)	0.0	$215k		7.9k	27.17	View chart
Genuine Parts Company (GPC)	0.0	$215k		1.8k	119.14	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$215k		2.7k	78.89	View chart
Caterpillar (CAT)	0.0	$213k	+12%	646.00	330.05	View chart
Palo Alto Networks (PANW)	0.0	$213k		1.2k	170.64	View chart
Bondbloxx Etf Trust Bloomberg One Yr (XONE)	0.0	$213k		4.3k	49.72	View chart
Fidelity Covington Trust Msci Consm Dis (FDIS)	0.0	$212k	-5%	2.5k	84.51	View chart
Stryker Corporation (SYK)	0.0	$209k		562.00	372.01	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP)	0.0	$208k		4.7k	44.55	View chart
Exelon Corporation (EXC)	0.0	$206k	NEW	4.5k	46.08	View chart
Cme (CME)	0.0	$206k	NEW	776.00	265.29	View chart
Ge Vernova (GEV)	0.0	$206k	-6%	673.00	305.28	View chart
Ford Motor Company (F)	0.0	$123k	-5%	12k	10.03	View chart
Aemetis Com New (AMTX)	0.0	$31k	+20%	18k	1.74	View chart

Past Filings by Brass Tax Wealth Management

SEC 13F filings are viewable for Brass Tax Wealth Management going back to 2024

Brass Tax Wealth Management 2024 Q3 amended filed April 29, 2025
Brass Tax Wealth Management 2024 Q4 filed April 29, 2025
Brass Tax Wealth Management 2025 Q1 filed April 29, 2025
Brass Tax Wealth Management 2024 Q3 filed Dec. 12, 2024
Brass Tax Wealth Management 2024 Q2 amended filed Dec. 12, 2024
Brass Tax Wealth Management 2024 Q2 filed Aug. 9, 2024
Brass Tax Wealth Management 2024 Q1 filed July 31, 2024

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