Sax Wealth Advisors, LLC Purchases and Sells in Q2 2025

Sax Wealth Advisors, LLC

$1.63 Billion
Q2 2025

Top Buys

Incresed Positions

210 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FBND	774K + 41.41%	$44.68 - $45.96 $34.6M - $35.6M	2.64M $121M
DFUS	26K + 0.77%	$53.65 - $67.02 $1.4M - $1.75M	3.43M $230M
SPHQ	242K + 1264.39%	$59.24 - $71.39 $14.4M - $17.3M	262K $18.6M
QQQM	7.59K + 2.09%	$171.4 - $227.1 $1.3M - $1.72M	370K $84M
DFAC	181K + 9.35%	$29.12 - $35.84 $5.28M - $6.5M	2.12M $76M
PVAL	204K + 130.74%	$33.6 - $40.23 $6.86M - $8.21M	360K $14.5M

New Holdings

67 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVMU	67.7K New	$43.44 - $45.67 $2.94M - $3.09M	67.7K $3.03M
DYNF	30.9K New	$43.53 - $54.46 $1.34M - $1.68M	30.9K $1.68M
VGT	1.96K New	$470.37 - $663.28 $922K - $1.3M	1.96K $1.3M
GSUS	13.7K New	$68.32 - $85.57 $934K - $1.17M	13.7K $1.17M
RTX	5.89K New	$113.75 - $148.48 $670K - $875K	5.89K $860K
FTEC	3.98K New	$139.8 - $197.22 $557K - $785K	3.98K $785K

Top Sells

Reduced Positions

115 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFCF	-328K - 47.13%	$41.1 - $42.37 $13.5M - $13.9M	368K $15.5M
MCD	-6.9K - 28.93%	$285.55 - $321.23 $1.97M - $2.22M	16.9K $4.95M
PFXF	-109K - 55.82%	$15.52 - $17.13 $1.69M - $1.86M	86.1K $1.47M
DFNM	-36.1K - 46.54%	$46.77 - $47.89 $1.69M - $1.73M	41.5K $1.97M
QUAL	-39.9K - 8.06%	$152.42 - $182.82 $6.08M - $7.29M	455K $83.1M
DFAR	-57.3K - 60.66%	$20.99 - $23.93 $1.2M - $1.37M	37.2K $871K

Activity Summary All Purchases 277 New Holdings 67 Increased Positions 210 All Sells 115 Reductions 115 Sold out 0 Calls 0 Puts 0

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