Sax Wealth Advisors, LLC Purchases and Sells in Q1 2025

Sax Wealth Advisors, LLC

$1.37 Billion
Q1 2025

Top Buys

Incresed Positions

200 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FBND	476K + 34.11%	$44.41 - $45.98 $21.1M - $21.9M	1.87M $85.4M
DFIV	63.4K + 14.42%	$35.33 - $40.77 $2.24M - $2.58M	503K $19.8M
JIRE	56.3K + 57.11%	$58.04 - $65.84 $3.27M - $3.71M	155K $9.87M
DFAI	74.2K + 9.89%	$28.88 - $32.4 $2.14M - $2.4M	825K $25.8M
VV	13K + 400.19%	$253.32 - $282.66 $3.28M - $3.66M	16.2K $4.16M
FLOT	56.2K + 73.51%	$50.87 - $51.09 $2.86M - $2.87M	133K $6.77M

New Holdings

61 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BRK-A	46 New	$663000.0 - $801950.0 $30.5M - $36.9M	46 $36.7M
TFLO	98.4K New	$50.48 - $50.68 $4.97M - $4.99M	98.4K $4.98M
VEU	34.4K New	$56.51 - $62.98 $1.94M - $2.16M	34.4K $2.08M
BNDX	34.6K New	$48.33 - $49.5 $1.67M - $1.71M	34.6K $1.69M
SPHQ	19.2K New	$65.27 - $71.18 $1.25M - $1.36M	19.2K $1.27M
IAU	21.2K New	$49.74 - $58.96 $1.05M - $1.25M	21.2K $1.25M

Top Sells

Reduced Positions

69 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFAT	-15K - 1.71%	$50.44 - $58.1 $756K - $871K	863K $44.4M
DFAC	-15.9K - 0.81%	$32.42 - $36.13 $517K - $576K	1.94M $64M
DFCF	-72.7K - 9.47%	$40.79 - $42.32 $2.97M - $3.08M	695K $29.2M
IJR	-5.07K - 5.01%	$102.49 - $119.96 $520K - $609K	96.1K $10.1M
MSFT	-610 - 2.12%	$375.39 - $447.2 $229K - $273K	28.1K $10.6M
DFSD	-35.4K - 8.25%	$46.74 - $47.55 $1.65M - $1.68M	394K $18.7M

Activity Summary All Purchases 261 New Holdings 61 Increased Positions 200 All Sells 69 Reductions 69 Sold out 0 Calls 0 Puts 0

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