Sax Wealth Advisors, LLC Purchases in Q4 2024

Sax Wealth Advisors, LLC

  • $1.26 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FBND
Fidelity Merrimack Str Tr Tota

ETFs
676K
+ 94.01%
$44.87 - $46.86 $30.3M - $31.7M
1.39M $62.6M
AAPL
Apple Inc.

Technology
87.6K
New
$221.69 - $259.02 $19.4M - $22.7M
87.6K $21.9M
AVUS
American Centy ETF Tr Avantis

ETFs
146K
New
$94.36 - $102.06 $13.7M - $14.9M
146K $14.1M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
44K
+ 14.61%
$198.04 - $221.51 $8.71M - $9.74M
345K $72.6M
QUAL
Ishares Msci Usa Quality Facto

ETFs
70.3K
+ 17.78%
$176.42 - $186.91 $12.4M - $13.1M
465K $82.9M
DFUS
Dimensional ETF Tr U S Equity

ETFs
54.5K
+ 1.7%
$61.52 - $66.5 $3.35M - $3.63M
3.27M $209M
AVUV
American Centy ETF Tr Avantis

ETFs
87K
New
$94.37 - $106.41 $8.21M - $9.26M
87K $8.4M
QQQ
Invesco Qqq Trust, Series 1

ETFs
12.4K
New
$481.22 - $538.17 $5.95M - $6.65M
12.4K $6.32M
AMZN
Amazon Com Inc

Consumer Cyclical
27.1K
New
$180.88 - $232.93 $4.9M - $6.32M
27.1K $5.95M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
98.6K
New
$58.46 - $65.6 $5.76M - $6.47M
98.6K $5.77M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
9.99K
New
$442.29 - $483.08 $4.42M - $4.82M
9.99K $4.53M
PVAL
Putnam ETF Tr Putnam Focused L
88.6K
New
$36.85 - $39.99 $3.27M - $3.55M
88.6K $3.29M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
60.8K
New
$45.07 - $47.1 $2.74M - $2.86M
60.8K $2.75M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
44.9K
New
$42.05 - $48.31 $1.89M - $2.17M
44.9K $2.08M
FVAL
Fidelity Covington Tr Value Fa

ETFs
32.6K
New
$60.19 - $64.39 $1.96M - $2.1M
32.6K $2M
DFIV
Dimensional ETF Tr

ETFs
76.7K
+ 21.14%
$34.86 - $37.97 $2.67M - $2.91M
440K $15.6M
VTI
Vanguard Total Stock Market Et

ETFs
5.35K
+ 24.25%
$280.04 - $302.45 $1.5M - $1.62M
27.4K $7.94M
DISV
Dimensional ETF Tr Dimensional

ETFs
67.1K
+ 157.37%
$26.18 - $28.77 $1.76M - $1.93M
110K $2.91M
CL
Colgate Palmolive CO

Consumer Defensive
18.5K
+ 431.99%
$90.22 - $102.31 $1.67M - $1.89M
22.8K $2.07M
AMAT
Applied Materials Inc

Technology
9.3K
New
$161.44 - $213.89 $1.5M - $1.99M
9.3K $1.51M
FNDE
Schwab Fundamental Emerging Mk

ETFs
54K
+ 197.82%
$28.89 - $33.95 $1.56M - $1.83M
81.4K $2.36M
FSMO
Fidelity Covington Tr

ETFs
53.7K
New
N/A
53.7K $1.41M
ADI
Analog Devices Inc

Technology
6.57K
New
$206.35 - $236.48 $1.36M - $1.55M
6.57K $1.4M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
44.6K
New
$26.16 - $29.13 $1.17M - $1.3M
44.6K $1.17M
TTWO
Take Two Interactive Software Inc

Communication Services
6.02K
New
$147.66 - $190.46 $890K - $1.15M
6.02K $1.11M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
48.7K
+ 31.58%
$23.88 - $24.32 $1.16M - $1.18M
203K $4.86M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
45.5K
+ 72.9%
$24.82 - $25.48 $1.13M - $1.16M
108K $2.69M
HYDB
Ishares Tr Edge High Yield Def

ETFs
25.1K
+ 23.19%
$46.68 - $47.95 $1.17M - $1.2M
133K $6.26M
JPM
Jpmorgan Chase & CO

Financial Services
2.79K
+ 20.71%
$205.18 - $250.29 $572K - $698K
16.2K $3.9M
AVEM
American Centy ETF Tr Avantis

ETFs
17.8K
New
$58.59 - $66.14 $1.04M - $1.18M
17.8K $1.05M
JEPI
J P Morgan Exchange Traded Fd

ETFs
17.8K
+ 208.15%
$57.53 - $60.83 $1.03M - $1.08M
26.4K $1.52M
NVDA
Nvidia Corp

Technology
2.86K
+ 6.35%
$117.0 - $148.88 $334K - $425K
47.8K $6.42M
IVE
Ishares S&P 500 Value ETF

ETFs
5.71K
+ 25.1%
$189.5 - $206.17 $1.08M - $1.18M
28.5K $5.44M
VEA
Vanguard Ftse Developed Market

ETFs
22.1K
+ 90.27%
$47.57 - $52.44 $1.05M - $1.16M
46.7K $2.23M
PHYL
Pgim ETF Tr

ETFs
25.8K
New
$34.74 - $35.59 $895K - $917K
25.8K $894K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
12.1K
New
$66.77 - $71.52 $808K - $865K
12.1K $833K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
33.2K
+ 15.65%
N/A
245K $5.82M
DXCM
Dexcom Inc

Healthcare
8.23K
+ 135.79%
$65.68 - $81.01 $540K - $666K
14.3K $1.11M
NFLX
Netflix Inc

Communication Services
390
+ 20.61%
$687.65 - $936.56 $268K - $365K
2.28K $2.03M
ABT
Abbott Laboratories

Healthcare
5.66K
New
$111.93 - $119.39 $634K - $676K
5.66K $640K
GOOG
Alphabet Inc.

Communication Services
1.07K
+ 5.8%
$163.08 - $198.16 $175K - $213K
19.6K $3.72M
MSFT
Microsoft Corp

Technology
1.99K
+ 7.44%
$406.35 - $454.46 $809K - $904K
28.8K $12.1M
CRM
Salesforce, Inc.

Technology
1.47K
+ 77.15%
$270.87 - $367.87 $397K - $539K
3.36K $1.12M
AXP
American Express CO

Financial Services
1.91K
New
$267.35 - $305.57 $510K - $582K
1.91K $565K
ILMN
Illumina, Inc.

Healthcare
4.2K
New
$128.99 - $155.15 $542K - $651K
4.2K $560K
BAC
Bank Of America Corp

Financial Services
12.4K
New
$39.22 - $47.77 $487K - $593K
12.4K $545K
TSLA
Tesla, Inc.

Consumer Cyclical
400
+ 15.57%
$213.65 - $479.86 $85.5K - $192K
2.97K $1.2M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
777
+ 8.37%
$521.84 - $558.82 $405K - $434K
10.1K $5.42M
AMD
Advanced Micro Devices Inc

Technology
4.26K
New
$118.88 - $172.8 $506K - $735K
4.26K $513K
Activity Summary
Buys All Purchases 211 New Holdings 54 Increased Positions 157 Sells All Sells 83 Reductions 83 Sold out 0 Options Calls 0 Puts 0
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