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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
IRIngersoll Rand Inc
Recent Activity
Exited
0%
$532,414
5,861 shares@ $90.85 avg price
MMCMarsh & Mclennan Cos Inc
Recent Activity
Exited
0%
$515,212
2,445 shares@ $210.73 avg price
APAMArtisan Partners Asset Mgmt
Recent Activity
Exited
0%
$496,181
12,023 shares@ $41.27 avg price
CDWCdw Corp
Recent Activity
Exited
0%
$487,090
2,176 shares@ $223.85 avg price
LNTAlliant Energy Corp
Recent Activity
Exited
0%
$477,799
9,387 shares@ $50.91 avg price
LYBLyondellbasell Industries N
Recent Activity
Exited
0%
$474,925
4,965 shares@ $95.66 avg price
RVTYRevvity Inc
Recent Activity
Exited
0%
$460,964
4,396 shares@ $104.86 avg price
FTVFortive Corp
Recent Activity
Exited
0%
$460,240
6,211 shares@ $74.11 avg price
SNASnap On Inc
Recent Activity
Exited
0%
$457,467
1,750 shares@ $261.41 avg price
GWWGrainger W W Inc
Recent Activity
Exited
0%
$406,016
450 shares@ $902.26 avg price