Fund HoldingsBRASS TAX WEALTH MANAGEMENT, INC

Total Portfolio Value
$231.50M
Total Bought
$204.35M
Total Sold
$164.63M
Net Transaction
+$39.72M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
VANGUARD INDEX FDS056,053+56,053028,03412.11%+28,034
VANGUARD INDEX FDS088,756+88,756023,74310.26%+23,743
VANGUARD INDEX FDS067,391+67,391014,6946.35%+14,694
ISHARES TR075,687+75,687013,7765.95%+13,776
ISHARES TR
CORE DIV GRWTH
0183,391+183,391010,5654.56%+10,565
FIRST TR EXCHNG TRADED FD VI
FT VEST DEEP ETF
0328,641+328,64107,9933.45%+7,993
FIRST TR NASDAQ 100 TECH IND032,446+32,44606,4072.77%+6,407
ISHARES TR09,263+9,26305,0692.19%+5,069
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
0109,414+109,41404,5321.96%+4,532
FIRST TR EXCHANGE TRADED FD021,475+21,47504,4011.90%+4,401
FIRST TR EXCHANGE TRADED FD
TECH ALPHADEX
032,252+32,25204,3951.90%+4,395
FIRST TR EXCHANGE TRADED FD
DORSEY WRT 5 ETF
065,817+65,81703,7691.63%+3,769
SCHWAB STRATEGIC TR037,264+37,26403,7581.62%+3,758
ISHARES TR
MSCI USA MIN ETF
040,809+40,80903,4261.48%+3,426
LATTICE STRATEGIES TR056,756+56,75602,7301.18%+2,730
VANGUARD BD INDEX FDS034,368+34,36802,4761.07%+2,476
APPLE INC(AAPL)38,49542,922+4,4276,6019,0403.91%+2,439
DBX ETF TR057,111+57,11102,3671.02%+2,367
PROSHARES TR
S&P 500 DV ARIST
022,926+22,92602,2040.95%+2,204
ISHARES TR020,374+20,37402,1760.94%+2,176
SCHWAB STRATEGIC TR027,475+27,47502,1360.92%+2,136
ELI LILLY CO(LLY)5002,789+2,2893892,5251.09%+2,136
FIRST TR EXCHANGE TRADED FD
FINLS ALPHADEX
046,047+46,04702,1320.92%+2,132
PACER FDS TR
SWA MOD APR ETF
076,334+76,33402,0080.87%+2,008
SPDR SER TR
ST STR P500ETF
030,223+30,22301,9340.84%+1,934
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S
048,790+48,79001,7960.78%+1,796
ALPHABET INC(GOOG)08,497+8,49701,5480.67%+1,548
ISHARES TR023,117+23,11701,3530.58%+1,353
ISHARES TR013,641+13,64101,2620.55%+1,262
NORTHERN LTS FD TR IV
MAIN SECTR ROTN
023,702+23,70201,2110.52%+1,211
INTUITIVE SURGICAL INC02,502+2,50201,1130.48%+1,113
INVESCO QQQ TR02,068+2,06809910.43%+991
ISHARES TR012,639+12,63909900.43%+990
PROCTER AND GAMBLE CO(PG)44,26249,451+5,1897,1828,1553.52%+974
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S.
026,057+26,05709210.40%+921
INNOVATOR ETFS TRUST
EQUITY DEF PROTN
032,920+32,92008820.38%+882
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S EQT
024,291+24,29108610.37%+861
FIRST TR EXCHNG TRADED FD VI
FT VEST US
023,063+23,06308560.37%+856
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
024,169+24,16908560.37%+856
ISHARES TR06,000+6,00007940.34%+794
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S.
020,035+20,03507720.33%+772
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
019,715+19,71507580.33%+758
FIRST TR EXCHNG TRADED FD VI
FT VEST NAS
026,503+26,50307020.30%+702
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S.
018,453+18,45306980.30%+698
VANGUARD BD INDEX FDS08,737+8,73706700.29%+670
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
018,500+18,50006600.28%+660
PACER FDS TR
US CASH COWS 100
012,026+12,02606550.28%+655
MICROSOFT CORP(MSFT)8,6949,570+8763,6584,2771.85%+620
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S EQT
018,317+18,31706190.27%+619
VANGUARD INDEX FDS02,555+2,55506190.27%+619
VANGUARD INDEX FDS03,165+3,16505780.25%+578
VISA INC(V)02,041+2,04105360.23%+536
ROYAL CARIBBEAN GROUP
COM
03,290+3,29005250.23%+525
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S
013,271+13,27105010.22%+501
ISHARES TR04,200+4,20004990.22%+499
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S EQT
013,405+13,40504690.20%+469
VANGUARD WORLD FD
INF TECH ETF
0808+80804660.20%+466
AMAZON COM INC(AMZN)1,4353,722+2,2872597190.31%+460
ALPHABET INC(GOOG)02,507+2,50704600.20%+460
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
015,680+15,68004530.20%+453
ISHARES TR04,780+4,78004210.18%+421
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
05,164+5,16404130.18%+413
FIRST TR EXCHANGE TRADED FD
CLOUD COMPUTING
04,272+4,27204080.18%+408
EXXON MOBIL CORP3,0986,638+3,5403607640.33%+404
PEPSICO INC(PEP)02,448+2,44804040.17%+404
NUVEEN MUNICIPAL CREDIT INC(NZF)030,830+30,83003810.16%+381
SPDR SP 500 ETF TR(SPY)0698+69803800.16%+380
SCHWAB STRATEGIC TR09,850+9,85003780.16%+378
VANECK ETF TRUST
FALLEN ANGEL HG
012,808+12,80803620.16%+362
FIRST TR EXCHANGE TRADED FD
WTR ETF
03,620+3,62003620.16%+362
FIRST TR EXCHNG TRADED FD VI
FT VEST US
08,839+8,83903560.15%+356
SSGA ACTIVE ETF TR
ST STR REAL ETF
011,491+11,49103180.14%+318
ATT INC(T)016,428+16,42803140.14%+314
WALMART INC(WMT)04,611+4,61103120.13%+312
GE AEROSPACE(GE)01,961+1,96103120.13%+312
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
07,617+7,61703110.13%+311
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S EQT
09,030+9,03003080.13%+308
CITIGROUP INC(C)04,814+4,81403060.13%+306
MERCK CO INC(MRK)02,446+2,44603030.13%+303
CONSTELLATION ENERGY CORP(CEG)01,486+1,48602980.13%+298
FIRST FINL BANCORP OH(FFBC)012,784+12,78402840.12%+284
FIRST TR EXCHANGE TRADED FD03,300+3,30002770.12%+277
FIRST TR EXCHANGE TRADED FD
UTILITIES ALPH
08,361+8,36102760.12%+276
DUKE ENERGY CORP NEW(DUK)02,743+2,74302750.12%+275
FIRST TR EXCHANGE TRADED FD01,765+1,76502720.12%+272
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
06,902+6,90202700.12%+270
VERIZON COMMUNICATIONS INC(VZ)06,469+6,46902670.12%+267
MASCO CORP(MAS)03,994+3,99402660.12%+266
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
06,674+6,67402660.11%+266
VANGUARD INDEX FDS0708+70802650.11%+265
CISCO SYS INC(CSCO)05,438+5,43802580.11%+258
ISHARES TR02,725+2,72502550.11%+255
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)03,741+3,74102540.11%+254
JPMORGAN CHASE CO(JPM)1,7492,961+1,2123505990.26%+249
WISDOMTREE TR(WT)03,498+3,49802480.11%+248
FIRST TR EXCHNG TRADED FD VI
FT VEST NAS
09,442+9,44202460.11%+246
VANGUARD ADMIRAL FDS INC02,212+2,21202440.11%+244
TESLA INC(TSLA)01,219+1,21902410.10%+241
ELEVANCE HEALTH INC(ELV)0444+44402410.10%+241
BRISTOL MYERS SQUIBB CO(BMY)05,767+5,76702390.10%+239
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