Sax Wealth Advisors, LLC Purchases and Sells in Q4 2024

Sax Wealth Advisors, LLC

$1.26 Billion
Q4 2024

Top Buys

Incresed Positions

157 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FBND	676K + 94.01%	$44.87 - $46.86 $30.3M - $31.7M	1.39M $62.6M
QQQM	44K + 14.61%	$198.04 - $221.51 $8.71M - $9.74M	345K $72.6M
QUAL	70.3K + 17.78%	$176.42 - $186.91 $12.4M - $13.1M	465K $82.9M
DFUS	54.5K + 1.7%	$61.52 - $66.5 $3.35M - $3.63M	3.27M $209M
DFIV	76.7K + 21.14%	$34.86 - $37.97 $2.67M - $2.91M	440K $15.6M
VTI	5.35K + 24.25%	$280.04 - $302.45 $1.5M - $1.62M	27.4K $7.94M

New Holdings

54 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	87.6K New	$221.69 - $259.02 $19.4M - $22.7M	87.6K $21.9M
AVUS	146K New	$94.36 - $102.06 $13.7M - $14.9M	146K $14.1M
AVUV	87K New	$94.37 - $106.41 $8.21M - $9.26M	87K $8.4M
QQQ	12.4K New	$481.22 - $538.17 $5.95M - $6.65M	12.4K $6.32M
AMZN	27.1K New	$180.88 - $232.93 $4.9M - $6.32M	27.1K $5.95M
JIRE	98.6K New	$58.46 - $65.6 $5.76M - $6.47M	98.6K $5.77M

Top Sells

Reduced Positions

83 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DIHP	-263K - 35.05%	$25.15 - $27.57 $6.62M - $7.26M	488K $12.3M
DUHP	-221K - 23.06%	$33.62 - $35.69 $7.43M - $7.89M	738K $24.9M
DFSD	-119K - 21.69%	$46.75 - $47.8 $5.55M - $5.68M	429K $20.1M
DFCF	-26.6K - 3.35%	$41.17 - $43.34 $1.09M - $1.15M	768K $31.8M
DFAU	-39.8K - 9.9%	$39.27 - $42.38 $1.56M - $1.69M	363K $14.7M
VTV	-5.72K - 15.52%	$168.32 - $181.87 $962K - $1.04M	31.1K $5.27M

Activity Summary All Purchases 211 New Holdings 54 Increased Positions 157 All Sells 83 Reductions 83 Sold out 0 Calls 0 Puts 0

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