Sax Wealth Advisors, LLC Purchases in Q2 2025

Sax Wealth Advisors, LLC

  • $1.63 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FBND
Fidelity Merrimack Str Tr Tota

ETFs
774K
+ 41.41%
$44.68 - $45.96 $34.6M - $35.6M
2.64M $121M
DFUS
Dimensional ETF Tr U S Equity

ETFs
26K
+ 0.77%
$53.65 - $67.02 $1.4M - $1.75M
3.43M $230M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
242K
+ 1264.39%
$59.24 - $71.39 $14.4M - $17.3M
262K $18.6M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
7.59K
+ 2.09%
$171.4 - $227.1 $1.3M - $1.72M
370K $84M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
181K
+ 9.35%
$29.12 - $35.84 $5.28M - $6.5M
2.12M $76M
PVAL
Putnam ETF Tr Putnam Focused L
204K
+ 130.74%
$33.6 - $40.23 $6.86M - $8.21M
360K $14.5M
DFIV
Dimensional ETF Tr

ETFs
149K
+ 29.57%
$34.67 - $43.21 $5.16M - $6.43M
652K $27.9M
NVDA
Nvidia Corp

Technology
27.4K
+ 45.85%
$94.31 - $157.99 $2.59M - $4.33M
87.2K $13.8M
CLOI
Vaneck ETF Tr

ETFs
109K
+ 1592.71%
$51.16 - $53.02 $5.57M - $5.77M
116K $6.13M
MSFT
Microsoft Corp

Technology
4.63K
+ 16.43%
$354.56 - $497.45 $1.64M - $2.3M
32.8K $16.3M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
59.2K
+ 38.19%
$56.88 - $70.77 $3.36M - $4.19M
214K $15.1M
DFAU
Dimensional ETF Tr

ETFs
74.6K
+ 19.34%
$34.04 - $42.36 $2.54M - $3.16M
460K $19.5M
DFSD
Dimensional ETF Tr Short Durat

ETFs
86.5K
+ 21.97%
$47.09 - $48.01 $4.07M - $4.15M
480K $23M
DFAI
Dimensional ETF Tr

ETFs
44.1K
+ 5.35%
$28.02 - $34.71 $1.24M - $1.53M
869K $30M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
33.1K
+ 28.38%
$82.17 - $99.96 $2.72M - $3.3M
150K $14.7M
VTI
Vanguard Total Stock Market Et

ETFs
9.93K
+ 32.35%
$243.75 - $303.93 $2.42M - $3.02M
40.6K $12.3M
IWF
Ishares Russell 1000 Gr ETF

ETFs
7.15K
+ 55.56%
$320.42 - $424.58 $2.29M - $3.03M
20K $8.5M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
66.4K
+ 1059.4%
$51.68 - $52.76 $3.43M - $3.5M
72.6K $3.83M
DFAS
Dimensional ETF Tr U S Small C

ETFs
15.2K
+ 2.75%
$52.31 - $63.72 $794K - $967K
568K $36.2M
AVMU
American Centy ETF Travantis C

ETFs
67.7K
New
$43.44 - $45.67 $2.94M - $3.09M
67.7K $3.03M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
60.7K
+ 55.77%
$45.12 - $46.23 $2.74M - $2.8M
169K $7.83M
DUHP
Dimensional ETF Tr Dimensional

ETFs
19.7K
+ 2.77%
$29.36 - $35.56 $579K - $701K
732K $26M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
881
+ 0.14%
$51.16 - $62.02 $45.1K - $54.6K
627K $38.9M
VUG
Vanguard Growth ETF

ETFs
3.98K
+ 46.42%
$329.49 - $438.4 $1.31M - $1.74M
12.5K $5.5M
AMZN
Amazon Com Inc

Consumer Cyclical
5.78K
+ 20.71%
$167.32 - $223.3 $968K - $1.29M
33.7K $7.4M
FNDE
Schwab Fundamental Emerging Mk

ETFs
50.3K
+ 36.07%
$26.66 - $33.09 $1.34M - $1.67M
190K $6.27M
RSP
Invesco S&P 500 Equal Weight E

ETFs
9.89K
+ 105.25%
$152.93 - $181.74 $1.51M - $1.8M
19.3K $3.5M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
23.5K
+ 28.25%
$35.12 - $48.24 $826K - $1.13M
107K $5.15M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
30.9K
New
$43.53 - $54.46 $1.34M - $1.68M
30.9K $1.68M
ADI
Analog Devices Inc

Technology
5.81K
+ 87.04%
$164.6 - $238.02 $956K - $1.38M
12.5K $2.97M
GOOG
Alphabet Inc.

Communication Services
6.67K
+ 38.46%
$146.58 - $180.01 $977K - $1.2M
24K $4.26M
AAPL
Apple Inc.

Technology
14.7K
+ 16.56%
$172.42 - $223.89 $2.54M - $3.29M
103K $21.2M
NFLX
Netflix Inc

Communication Services
360
+ 15.08%
$855.86 - $1339.13 $308K - $482K
2.75K $3.68M
VBK
Vanguard Small Cap Growth ETF

ETFs
5.14K
+ 582.97%
$219.76 - $276.94 $1.13M - $1.42M
6.02K $1.67M
VGT
Vanguard Information Technolog

ETFs
1.96K
New
$470.37 - $663.28 $922K - $1.3M
1.96K $1.3M
IVW
Ishares S&P 500 Growth ETF

ETFs
10.6K
+ 142.27%
$82.96 - $110.1 $877K - $1.16M
18K $1.98M
JPM
Jpmorgan Chase & CO

Financial Services
1.43K
+ 7.43%
$210.28 - $289.91 $302K - $416K
20.7K $6.01M
DFIC
Dimensional ETF Tr Dimensional

ETFs
38.4K
+ 155.62%
$24.94 - $31.15 $958K - $1.2M
63.1K $1.96M
NVO
Novo Nordisk A S

Healthcare
17.9K
+ 431.97%
$58.08 - $81.05 $1.04M - $1.45M
22K $1.52M
CRWD
Crowd Strike Holdings, Inc.

Technology
2.09K
+ 279.2%
$321.63 - $509.31 $673K - $1.07M
2.84K $1.45M
GSUS
Goldman Sachs ETF Tr Marketbet

ETFs
13.7K
New
$68.32 - $85.57 $934K - $1.17M
13.7K $1.17M
V
Visa Inc.

Financial Services
3.25K
+ 130.26%
$308.27 - $373.31 $1M - $1.21M
5.75K $2.04M
GOOGL
Alphabet Inc.

Communication Services
4.25K
+ 22.48%
$144.7 - $178.6 $615K - $759K
23.2K $4.08M
DFAE
Dimensional ETF Tr

ETFs
23.2K
+ 14.66%
$22.87 - $28.95 $530K - $671K
181K $5.25M
JNJ
Johnson & Johnson

Healthcare
9.23K
+ 41.8%
$146.36 - $159.82 $1.35M - $1.48M
31.3K $4.78M
AVGO
Broadcom Inc.

Technology
772
+ 9.71%
$146.29 - $275.65 $113K - $213K
8.73K $2.41M
META
Meta Platforms, Inc.

Communication Services
226
+ 4.51%
$484.66 - $738.09 $110K - $167K
5.23K $3.86M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
559
+ 2.58%
$180.84 - $240.32 $101K - $134K
22.3K $5.35M
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
11.1K
+ 42.68%
$50.48 - $64.85 $562K - $722K
37.2K $2.41M
Activity Summary
Buys All Purchases 277 New Holdings 67 Increased Positions 210 Sells All Sells 115 Reductions 115 Sold out 0 Options Calls 0 Puts 0
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