Saxony Capital Management, LLC Incresed Positions in Q4 2024

Saxony Capital Management, LLC

  • $114 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ACWI
Ishares Msci Acwi ETF

ETFs
11K
+ 44.14%
$117.05 - $123.03 $1.29M - $1.35M
35.9K $4.22B
JEPI
J P Morgan Exchange Traded Fd

ETFs
21.1K
+ 123.33%
$57.53 - $60.83 $1.22M - $1.29M
38.3K $2.2B
IVW
Ishares S&P 500 Growth ETF

ETFs
10.2K
+ 46.96%
$94.43 - $105.47 $965K - $1.08M
32K $3.25B
XLK
Technology Sector Spdr

ETFs
3.02K
+ 96.0%
$220.26 - $241.44 $666K - $730K
6.17K $1.44B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.14K
+ 18.42%
$521.84 - $558.82 $597K - $639K
7.36K $3.96B
AVGO
Broadcom Inc.

Technology
256
+ 3.85%
$159.67 - $250.0 $40.9K - $64K
6.9K $1.6B
HEFA
Ishares Currency Hedged Msci E

ETFs
11K
+ 128.84%
$34.42 - $35.88 $377K - $393K
19.5K $676M
SPYG
Spdr Portfolio

ETFs
2.17K
+ 6.07%
$81.74 - $91.38 $178K - $198K
38K $3.34B
AAPL
Apple Inc.

Technology
189
+ 1.31%
$221.69 - $259.02 $41.9K - $49K
14.6K $3.66B
LQD
Ishares Iboxx $ Investment Gra

ETFs
3.58K
+ 21.18%
$106.56 - $113.11 $381K - $405K
20.5K $2.19B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
3.35K
+ 34.84%
$53.94 - $58.15 $180K - $195K
13K $730M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
16.4K
+ 37.49%
$12.74 - $14.23 $209K - $234K
60.3K $783M
GS
Goldman Sachs Group Inc

Financial Services
169
+ 35.5%
$486.1 - $608.57 $82.2K - $103K
645 $369M
GOOGL
Alphabet Inc.

Communication Services
196
+ 15.42%
$161.86 - $196.66 $31.7K - $38.5K
1.47K $278M
PANW
Palo Alto Networks Inc

Technology
1.82K
+ 109.92%
$181.96 - $405.9 $331K - $738K
3.47K $631M
DIS
Walt Disney CO

Communication Services
233
+ 8.8%
$92.39 - $117.6 $21.5K - $27.4K
2.88K $321M
ET
Energy Transfer LP

Energy
301
+ 1.77%
$16.05 - $19.86 $4.83K - $5.98K
17.3K $338M
ABBV
Abb Vie Inc.

Healthcare
436
+ 25.59%
$164.99 - $203.87 $71.9K - $88.9K
2.14K $380M
CGGR
Capital Group Growth ETF Shs C

ETFs
157
+ 0.99%
$34.49 - $39.24 $5.41K - $6.16K
15.9K $592M
IYF
Ishares Tr

ETFs
228
+ 11.61%
$102.7 - $119.05 $23.4K - $27.1K
2.19K $242M
AXP
American Express CO

Financial Services
37
+ 3.62%
$267.35 - $305.57 $9.89K - $11.3K
1.06K $314M
JPM
Jpmorgan Chase & CO

Financial Services
1
+ 0.08%
$205.18 - $250.29 $205 - $250
1.18K $284M
AOA
Ishares Tr Core Aggressive All

ETFs
552
+ 15.58%
$76.61 - $79.88 $42.3K - $44.1K
4.1K $314M
HON
Honeywell International Inc

Industrials
47
+ 3.99%
$202.84 - $236.0 $9.53K - $11.1K
1.23K $277M
VIG
Vanguard Dividend Appreciation

ETFs
203
+ 6.28%
N/A
3.44K $673M
COP
Conocophillips

Energy
501
+ 11.69%
$95.12 - $114.72 $47.7K - $57.5K
4.79K $475M
GLD
Spdr Gold Trust

ETFs
90
+ 2.82%
$236.59 - $257.5 $21.3K - $23.2K
3.28K $795M
VTI
Vanguard Total Stock Market Et

ETFs
14
+ 0.65%
$280.04 - $302.45 $3.92K - $4.23K
2.15K $624M
HD
Home Depot, Inc.

Consumer Cyclical
86
+ 7.71%
$385.02 - $431.37 $33.1K - $37.1K
1.2K $468M
FSCO
Fs Cr Opportunities Corp Com
441
+ 3.97%
N/A
11.5K $78.7M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
153
+ 7.33%
N/A
2.24K $208M
CVX
Chevron Corp

Energy
101
+ 2.5%
$141.15 - $162.53 $14.3K - $16.4K
4.13K $599M
IDU
Ishares Tr U S Utils ETF

ETFs
212
+ 7.37%
$94.65 - $105.73 $20.1K - $22.4K
3.09K $297M
TLT
Ishares Barclays 20+ Year Trea

ETFs
250
+ 11.89%
$87.1 - $98.49 $21.8K - $24.6K
2.35K $206M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
304
+ 0.68%
$50.37 - $50.6 $15.3K - $15.4K
44.9K $2.26B
FTCS
First Trust Capital Strength E

ETFs
85
+ 2.79%
$87.62 - $94.03 $7.45K - $7.99K
3.13K $275M
XLE
Energy Sector Spdr

ETFs
68
+ 1.8%
$83.32 - $97.27 $5.67K - $6.61K
3.85K $330M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
25
+ 0.4%
$42.33 - $43.3 $1.06K - $1.08K
6.2K $264M
CGDV
Capital Group Divid Value ETF

ETFs
168
+ 1.63%
$35.16 - $37.12 $5.91K - $6.24K
10.5K $370M
VDC
Vanguard Consumer Staples ETF

ETFs
28
+ 1.2%
$210.96 - $223.62 $5.91K - $6.26K
2.37K $500M
LOW
Lowes Companies Inc

Consumer Cyclical
40
+ 4.19%
$244.52 - $284.07 $9.78K - $11.4K
994 $245M
CGGO
Capital Group Global Growth Eq

ETFs
17
+ 0.06%
$29.21 - $30.67 $497 - $521
27.1K $793M
ADCT
Adc Therapeutics Sa

Healthcare
50
+ 0.22%
$1.89 - $3.48 $94.5 - $174
22.3K $44.4M
IRM
Iron Mountain Inc

Real Estate
8
+ 0.39%
$101.62 - $128.14 $813 - $1.03K
2.06K $217M
PG
Procter & Gamble CO

Consumer Defensive
1
+ 0.02%
$161.05 - $179.7 $161 - $180
6.03K $1.01B
AMD
Advanced Micro Devices Inc

Technology
477
+ 14.68%
$118.88 - $172.8 $56.7K - $82.4K
3.73K $450M
Activity Summary
Buys All Purchases 60 New Holdings 13 Increased Positions 47 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
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