Saxony Capital Management, LLC has filed its 13F form on October 21, 2025 for Q3 2025 where it was disclosed a total value porftolio of $141 Million distributed in 156 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $8.57M, Vanguard Index Fds S&P 500 ETF with a value of $7.89M, Vanguard Bd Index Fd Inc Total with a value of $6.95M, Nvidia Corp with a value of $5.79M, and Ishares S&P 500 Growth ETF with a value of $4.57M.

Examining the 13F form we can see an increase of $17.8M in the current position value, from $123M to 141M.

Saxony Capital Management, LLC is based out at St. Louis, MO

Below you can find more details about Saxony Capital Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $141 Million
ETFs: $96 Million
Technology: $16.8 Million
Financial Services: $6.57 Million
Consumer Cyclical: $4.85 Million
Communication Services: $3.97 Million
Healthcare: $3.19 Million
Utilities: $2.49 Million
Energy: $2.34 Million
Other: $3.83 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 156
  • Current Value $141 Million
  • Prior Value $123 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 21, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 33 stocks
  • Additional Purchases 72 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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