Saxony Capital Management, LLC Purchases in Q3 2025

Saxony Capital Management, LLC

  • $141 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
6.06K
+ 73.87%
$546.99 - $602.2 $3.32M - $3.65M
14.3K $8.57M
IVW
Ishares S&P 500 Growth ETF

ETFs
28.8K
+ 319.28%
$108.97 - $121.65 $3.14M - $3.51M
37.9K $4.57M
VGSH
Vanguard

ETFs
42.3K
New
$58.43 - $58.88 $2.47M - $2.49M
42.3K $2.49M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.04K
+ 8.82%
$567.77 - $614.76 $593K - $642K
12.9K $7.89M
SPYG
Spdr Portfolio

ETFs
6.47K
+ 20.33%
$94.33 - $105.31 $610K - $681K
38.3K $4M
NVDA
Nvidia Corp

Technology
96
+ 0.31%
$153.3 - $186.58 $14.7K - $17.9K
31K $5.79M
DFIP
Dimensional ETF Tr Inflation P

ETFs
20.5K
+ 49.27%
$41.6 - $42.66 $853K - $875K
62.1K $2.62M
DFAE
Dimensional ETF Tr

ETFs
19.5K
+ 22.29%
$28.84 - $31.84 $563K - $621K
107K $3.37M
ITOT
Ishares Core S&P Total U.S. St

ETFs
5.58K
New
$135.0 - $146.02 $754K - $815K
5.58K $813K
AVUS
American Centy ETF Tr Avantis

ETFs
7.4K
New
$101.2 - $109.16 $749K - $808K
7.4K $804K
AAPL
Apple Inc.

Technology
640
+ 5.11%
$202.38 - $256.87 $130K - $164K
13.2K $3.35M
DBP
Invesco Db Precious Metals Fund

ETFs
8.37K
New
$74.64 - $88.5 $625K - $741K
8.37K $739K
RSP
Invesco S&P 500 Equal Weight E

ETFs
3.37K
+ 151.87%
$181.56 - $190.33 $611K - $641K
5.58K $1.06M
XLE
Energy Sector Spdr

ETFs
6.57K
New
$84.25 - $91.99 $554K - $604K
6.57K $586K
SCHV
Schwab Strategic Tr Us Large C

ETFs
15.4K
+ 18.8%
$27.61 - $29.15 $425K - $449K
97.3K $2.83M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
5.66K
+ 47.7%
$79.76 - $85.78 $452K - $486K
17.5K $1.48M
XLB
Select Sector Spdr Fd Material

ETFs
5.5K
New
$86.72 - $92.61 $477K - $509K
5.5K $492K
XLC
Select Sector Spdr Tr Communic

ETFs
4.16K
New
$105.99 - $119.41 $440K - $496K
4.16K $491K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
6.39K
+ 17.9%
$53.81 - $57.52 $344K - $367K
42.1K $2.42M
FNDF
Schwab Fundamental Intl Large

ETFs
10.9K
New
$39.84 - $43.15 $435K - $471K
10.9K $468K
JEPI
J P Morgan Exchange Traded Fd

ETFs
7.22K
+ 11.32%
$55.61 - $57.37 $402K - $414K
71K $4.06M
ORCL
Oracle Corp

Technology
1.27K
New
$218.96 - $328.33 $279K - $418K
1.27K $358K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
4.37K
New
$78.11 - $79.07 $341K - $346K
4.37K $344K
VEA
Vanguard Ftse Developed Market

ETFs
5.68K
New
$56.02 - $60.3 $318K - $343K
5.68K $340K
AVEM
American Centy ETF Tr Avantis

ETFs
4.5K
New
$68.33 - $75.41 $307K - $339K
4.5K $337K
TDVG
T Rowe Price Exchange Traded F

Technology
7.48K
New
$42.05 - $43.96 $314K - $329K
7.48K $328K
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.36K
+ 10.8%
$87.29 - $93.61 $206K - $221K
24.2K $2.26M
PLTR
Palantir Technologies Inc.

Technology
1.02K
+ 41.44%
$130.68 - $186.97 $134K - $191K
3.5K $637K
GOOGL
Alphabet Inc.

Communication Services
481
+ 18.12%
$174.36 - $254.72 $83.9K - $123K
3.14K $762K
RFV
Invesco Exchange Traded Fd Tr

ETFs
2.3K
New
$119.35 - $132.13 $275K - $304K
2.3K $295K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.42K
New
$108.46 - $120.63 $263K - $292K
2.42K $287K
DUHP
Dimensional ETF Tr Dimensional

ETFs
7.5K
New
$35.76 - $37.93 $268K - $284K
7.5K $283K
GOOG
Alphabet Inc.

Communication Services
143
+ 4.09%
$175.16 - $255.24 $25K - $36.5K
3.64K $887K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.03K
New
$236.25 - $257.69 $244K - $266K
1.03K $264K
VBR
Vanguard Small Cap Value ETF

ETFs
1.08K
+ 38.94%
$195.41 - $212.37 $211K - $229K
3.85K $803K
IETC
Ishares U S ETF Tr

ETFs
2.48K
New
$92.7 - $103.65 $230K - $257K
2.48K $253K
CGDV
Capital Group Divid Value ETF

ETFs
4.52K
+ 36.18%
$39.59 - $42.21 $179K - $191K
17K $715K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
2.28K
New
$82.22 - $96.68 $187K - $220K
2.28K $220K
CGGR
Capital Group Growth ETF Shs C

ETFs
3.62K
+ 19.89%
$40.2 - $44.58 $146K - $162K
21.8K $959K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
1.52K
New
$133.48 - $144.38 $202K - $219K
1.52K $216K
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
2.27K
New
$85.31 - $97.03 $194K - $221K
2.27K $216K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
7.91K
New
$26.38 - $27.95 $209K - $221K
7.91K $215K
GE
General Electric CO

Industrials
715
New
$244.75 - $305.63 $175K - $219K
715 $215K
AOA
Ishares Tr Core Aggressive All

ETFs
1.75K
+ 13.37%
$82.71 - $88.14 $144K - $154K
14.8K $1.3M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
655
New
$301.44 - $365.84 $197K - $240K
655 $211K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
3.35K
New
$59.61 - $63.09 $200K - $211K
3.35K $210K
MP
Mp Materials Corp.

Basic Materials
3.05K
New
$30.03 - $77.13 $91.6K - $235K
3.05K $204K
AZN
Astrazeneca PLC

Healthcare
2.65K
New
$68.72 - $82.11 $182K - $217K
2.65K $203K
JCPB
J P Morgan Exchange Traded Fd

ETFs
3.78K
+ 8.63%
$46.37 - $47.77 $175K - $181K
47.6K $2.26M
Activity Summary
Buys All Purchases 105 New Holdings 33 Increased Positions 72 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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