BRASS TAX WEALTH MANAGEMENT, INC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PG | 55K | $8.51M |
 | AAPL | 52K | $13.15M |
 | FSK | 34K | $501.54K |
 | KR | 21K | $1.42M |
 | FTV | 18K | $905.31K |
 | MSFT | 15K | $7.92M |
 | MO | 15K | $989.78K |
 | DHR | 15K | $2.97M |
 | BMY | 13K | $604.57K |
 | CSX | 13K | $467.82K |
 | MDLZ | 13K | $808.18K |
 | FFBC | 13K | $322.80K |
 | F | 12K | $147.06K |
 | T | 12K | $342.54K |
 | GOOGL | 11K | $2.78M |
 | LLY | 11K | $8.60M |
 | PFE | 11K | $274.36K |
 | NVDA | 10K | $1.96M |
 | JPM | 10K | $3.21M |
 | PECO | 10K | $343.71K |
The Procter & Gamble Company
PG
Shares Held
55K
Value
$8.51M
Apple Inc.
AAPL
Shares Held
52K
Value
$13.15M
FS KKR Capital Corp.
FSK
Shares Held
34K
Value
$501.54K
The Kroger Co.
KR
Shares Held
21K
Value
$1.42M
Fortive Corporation
FTV
Shares Held
18K
Value
$905.31K
Microsoft Corporation
MSFT
Shares Held
15K
Value
$7.92M
Altria Group, Inc.
MO
Shares Held
15K
Value
$989.78K
Danaher Corporation
DHR
Shares Held
15K
Value
$2.97M
Bristol-Myers Squibb Company
BMY
Shares Held
13K
Value
$604.57K
CSX Corporation
CSX
Shares Held
13K
Value
$467.82K
Mondelez International, Inc.
MDLZ
Shares Held
13K
Value
$808.18K
First Financial Bancorp.
FFBC
Shares Held
13K
Value
$322.80K
Ford Motor Company
F
Shares Held
12K
Value
$147.06K
AT&T Inc.
T
Shares Held
12K
Value
$342.54K
Alphabet Inc.
GOOGL
Shares Held
11K
Value
$2.78M
Eli Lilly and Company
LLY
Shares Held
11K
Value
$8.60M
Pfizer Inc.
PFE
Shares Held
11K
Value
$274.36K
NVIDIA Corporation
NVDA
Shares Held
10K
Value
$1.96M
JPMorgan Chase & Co.
JPM
Shares Held
10K
Value
$3.21M
Phillips Edison & Company, Inc.
PECO
Shares Held
10K
Value
$343.71K