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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
XOMExxon Mobil Corp
Recent Activity
Increased 258.38%
0.3%
$762,868
6,508 shares@ $117.23 avg price
VVisa Inc
Recent Activity
Increased 1.64%
0.25%
$631,835
2,298 shares@ $274.95 avg price
JNJJohnson Johnson
Recent Activity
Increased 7.19%
0.23%
$582,606
3,595 shares@ $162.07 avg price
HDHome Depot Inc
Recent Activity
Increased 1.29%
0.13%
$319,298
788 shares@ $405.21 avg price