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Kendra Means

@Brass Tax Wealth Management, Inc

Latest period2024 - Q3ReportedManaged Assets$260.835MTotal holdings162
Assets growth rate-6.58%Assets growth rate (2-Q avg)19.46%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Brass Tax Wealth Management, Inc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 162 positions.

Assets under management

The assets under management (AUM) of Brass Tax Wealth Management, Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 260.835M in assets, with a quarterly growth rate of -6.58% and a 2-quarter average growth rate of 19.46%. The portfolio is managed by Kendra Means, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
STIPIshares Tr
Recent Activity
Exited
0%
$8.703M
87,478 shares@ $99.49 avg price
GLDSpdr Gold Tr
Recent Activity
Exited
0%
$7.366M
34,260 shares@ $215.02 avg price
EDIVSpdr Index Shs Fds
Recent Activity
Exited
0%
$6.51M
184,410 shares@ $35.3 avg price
COSTCostco Whsl Corp New
Recent Activity
Exited
0%
$1.244M
1,463 shares@ $850.07 avg price
LINLinde Plc
Recent Activity
Exited
0%
$1.227M
2,797 shares@ $438.82 avg price
AVGOBroadcom Inc
Recent Activity
Exited
0%
$849,347
529 shares@ $1605.58 avg price
METAMeta Platforms Inc
Recent Activity
Exited
0%
$747,254
1,482 shares@ $504.22 avg price
ABTAbbott Labs
Recent Activity
Exited
0%
$678,532
6,530 shares@ $103.91 avg price
ROKRockwell Automation Inc
Recent Activity
Exited
0%
$578,387
2,101 shares@ $275.3 avg price
WELLWelltower Inc
Recent Activity
Exited
0%
$545,575
5,233 shares@ $104.26 avg price