Saxony Capital Management, LLC Incresed Positions 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
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
DFAI
Dimensional ETF Tr

ETFs
18K
+ 23.98%
$34.05 - $36.55 $614K - $659K
93.2K $3.39M
AAPL
Apple Inc.

Technology
640
+ 5.11%
$202.38 - $256.87 $130K - $164K
13.2K $3.35M
RSP
Invesco S&P 500 Equal Weight E

ETFs
3.37K
+ 151.87%
$181.56 - $190.33 $611K - $641K
5.58K $1.06M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
5.66K
+ 47.7%
$79.76 - $85.78 $452K - $486K
17.5K $1.48M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
6.39K
+ 17.9%
$53.81 - $57.52 $344K - $367K
42.1K $2.42M
JEPI
J P Morgan Exchange Traded Fd

ETFs
7.22K
+ 11.32%
$55.61 - $57.37 $402K - $414K
71K $4.06M
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
GOOG
Alphabet Inc.

Communication Services
143
+ 4.09%
$175.16 - $255.24 $25K - $36.5K
3.64K $887K
VBR
Vanguard Small Cap Value ETF

ETFs
1.08K
+ 38.94%
$195.41 - $212.37 $211K - $229K
3.85K $803K
CGDV
Capital Group Divid Value ETF

ETFs
4.52K
+ 36.18%
$39.59 - $42.21 $179K - $191K
17K $715K
CGGR
Capital Group Growth ETF Shs C

ETFs
3.62K
+ 19.89%
$40.2 - $44.58 $146K - $162K
21.8K $959K
AOA
Ishares Tr Core Aggressive All

ETFs
1.75K
+ 13.37%
$82.71 - $88.14 $144K - $154K
14.8K $1.3M
JCPB
J P Morgan Exchange Traded Fd

ETFs
3.78K
+ 8.63%
$46.37 - $47.77 $175K - $181K
47.6K $2.26M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
3.77K
+ 8.51%
$50.47 - $50.74 $190K - $191K
48.1K $2.44M
TCHP
T Rowe Price Exchange Traded F

Technology
3.36K
+ 65.84%
$44.9 - $49.35 $151K - $166K
8.46K $413K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
258
+ 33.46%
$393.18 - $439.39 $101K - $113K
1.03K $448K
MSFT
Microsoft Corp

Technology
117
+ 3.19%
$491.09 - $535.64 $57.5K - $62.7K
3.78K $1.96M
BND
Vanguard Bd Index Fd Inc Total

ETFs
858
+ 0.93%
$72.57 - $74.72 $62.3K - $64.1K
93.5K $6.95M
XLK
Technology Sector Spdr

ETFs
67
+ 1.88%
$250.97 - $282.66 $16.8K - $18.9K
3.64K $1.03M
CGGO
Capital Group Global Growth Eq

ETFs
1.55K
+ 5.7%
$31.71 - $34.17 $49.1K - $52.9K
28.7K $981K
BA
Boeing CO

Industrials
428
+ 33.97%
$209.79 - $237.38 $89.8K - $102K
1.69K $364K
UBER
Uber Technologies, Inc

Technology
774
+ 17.97%
$86.91 - $99.57 $67.3K - $77.1K
5.08K $497K
VTV
Vanguard Value ETF

ETFs
401
+ 18.55%
$175.51 - $186.57 $70.4K - $74.8K
2.56K $477K
VTI
Vanguard Total Stock Market Et

ETFs
217
+ 22.75%
$303.93 - $329.86 $66K - $71.6K
1.17K $384K
JPM
Jpmorgan Chase & CO

Financial Services
150
+ 11.98%
$282.78 - $316.06 $42.4K - $47.4K
1.4K $442K
HD
Home Depot, Inc.

Consumer Cyclical
70
+ 5.45%
$357.4 - $423.42 $25K - $29.6K
1.36K $549K
AMZN
Amazon Com Inc

Consumer Cyclical
351
+ 3.88%
$211.65 - $238.24 $74.3K - $83.6K
9.39K $2.06M
CRWD
Crowd Strike Holdings, Inc.

Technology
183
+ 27.56%
$412.46 - $514.1 $75.5K - $94.1K
847 $415K
JNJ
Johnson & Johnson

Healthcare
33
+ 1.79%
$155.17 - $185.42 $5.12K - $6.12K
1.88K $347K
GS
Goldman Sachs Group Inc

Financial Services
6
+ 0.89%
$696.56 - $806.32 $4.18K - $4.84K
680 $541K
STLG
Ishares Factors Us Growth Styl

ETFs
1.23K
+ 24.23%
N/A
6.31K $317K
CVX
Chevron Corp

Energy
43
+ 1.03%
$145.57 - $161.83 $6.26K - $6.96K
4.24K $657K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
54
+ 4.4%
$459.11 - $506.91 $24.8K - $27.4K
1.28K $643K
PANW
Palo Alto Networks Inc

Technology
246
+ 7.7%
$167.06 - $208.19 $41.1K - $51.2K
3.44K $700K
CHW
Calamos Global Dynamic Income Fund

Financial Services
1K
+ 1.15%
$7.06 - $7.63 $7.06K - $7.63K
88.3K $665K
AEE
Ameren Corp

Utilities
13
+ 0.3%
$95.0 - $104.38 $1.24K - $1.36K
4.38K $457K
COF
Capital One Financial Corp

Financial Services
173
+ 15.77%
$207.29 - $229.74 $35.9K - $39.7K
1.27K $269K
MDT
Medtronic PLC

Healthcare
112
+ 3.82%
$87.67 - $95.74 $9.82K - $10.7K
3.05K $290K
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
1.1K
+ 4.1%
$18.58 - $19.75 $20.4K - $21.7K
28K $535K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
43
+ 1.48%
$132.9 - $142.03 $5.71K - $6.11K
2.95K $415K
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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