Sax Wealth Advisors, LLC Purchases in Q1 2025

Sax Wealth Advisors, LLC

  • $1.37 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
8.17K
New
$91.45 - $91.75 $747K - $749K
8.17K $749K
OEF
Ishares S&P 100 ETF

ETFs
2.71K
+ 307.6%
N/A
3.59K $955K
PM
Philip Morris International Inc.

Consumer Defensive
3K
+ 51.26%
$117.15 - $158.79 $352K - $477K
8.86K $1.41M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
9.14K
New
$73.78 - $76.59 $674K - $700K
9.14K $699K
XOM
Exxon Mobil Corp

Energy
3.61K
+ 17.13%
$105.44 - $118.93 $381K - $429K
24.7K $2.94M
ZTS
Zoetis Inc.

Healthcare
3.92K
New
$156.48 - $175.67 $614K - $689K
3.92K $645K
GLD
Spdr Gold Trust

ETFs
2.02K
+ 170.15%
$243.19 - $288.14 $491K - $581K
3.2K $923K
DFAE
Dimensional ETF Tr

ETFs
21.8K
+ 15.97%
$24.64 - $26.86 $536K - $585K
158K $4.09M
GLW
Corning Inc

Technology
13.8K
New
$44.91 - $54.25 $620K - $749K
13.8K $632K
SPTS
Spdr Portfolio Short Term Trea

ETFs
20.8K
New
$28.92 - $29.24 $602K - $609K
20.8K $609K
XYL
Xylem Inc.

Industrials
4.81K
New
$114.02 - $132.04 $549K - $635K
4.81K $574K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
21.1K
+ 19.52%
$24.79 - $25.26 $522K - $532K
129K $3.26M
VNQ
Vanguard Specialized Funds Van

ETFs
5.75K
+ 26.58%
$85.55 - $94.34 $492K - $543K
27.4K $2.48M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
6.84K
+ 141.13%
$77.7 - $78.94 $531K - $540K
11.7K $922K
NYF
Ishares New York Muni Bond ETF

ETFs
9.9K
New
$52.33 - $53.92 $518K - $534K
9.9K $521K
VTI
Vanguard Total Stock Market Et

ETFs
3.28K
+ 11.98%
$271.18 - $303.12 $891K - $995K
30.7K $8.43M
ARCC
Ares Capital Corp

Financial Services
22.2K
New
$21.28 - $23.81 $473K - $529K
22.2K $492K
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.9K
+ 44.75%
$169.43 - $182.84 $492K - $531K
9.39K $1.63M
IGRO
Ishares Tr International Divid

ETFs
6.66K
New
$66.91 - $73.87 $445K - $492K
6.66K $482K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
18K
+ 9.96%
$25.05 - $25.16 $451K - $453K
199K $4.99M
LQD
Ishares Iboxx $ Investment Gra

ETFs
3.49K
+ 7.48%
$105.1 - $109.61 $367K - $383K
50.1K $5.45M
AVUV
American Centy ETF Tr Avantis

ETFs
14.5K
+ 16.67%
$84.95 - $100.62 $1.23M - $1.46M
102K $8.85M
GE
General Electric CO

Industrials
1.19K
+ 19.21%
$168.59 - $212.13 $201K - $252K
7.38K $1.48M
DVY
Ishares Tr

ETFs
2.9K
+ 18.38%
$128.58 - $138.1 $373K - $401K
18.7K $2.51M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
21K
New
$20.1 - $20.8 $423K - $438K
21K $436K
DISV
Dimensional ETF Tr Dimensional

ETFs
3.77K
+ 3.44%
$26.09 - $30.21 $98.4K - $114K
113K $3.3M
IBM
International Business Machines Corp

Technology
982
+ 21.58%
$217.4 - $264.74 $213K - $260K
5.53K $1.38M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
15.7K
New
$22.46 - $23.26 $352K - $365K
15.7K $363K
CLOI
Vaneck ETF Tr

ETFs
6.83K
New
$52.68 - $53.16 $360K - $363K
6.83K $361K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
5.99K
+ 49.5%
$64.88 - $72.1 $388K - $432K
18.1K $1.19M
EFA
Ishares Tr Msci Eafe ETF

ETFs
3.18K
+ 21.08%
$74.85 - $84.89 $238K - $270K
18.3K $1.49M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
2.69K
New
$126.86 - $146.45 $341K - $394K
2.69K $341K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
12.2K
New
$25.81 - $28.52 $316K - $349K
12.2K $337K
ED
Consolidated Edison Inc

Utilities
3.05K
New
$88.0 - $110.59 $268K - $337K
3.05K $337K
IBDV
Ishares Tr

Technology
15.4K
New
$21.11 - $21.73 $325K - $334K
15.4K $334K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1.28K
New
$254.58 - $302.92 $326K - $387K
1.28K $326K
UNP
Union Pacific Corp

Industrials
1.35K
New
$225.21 - $254.42 $305K - $344K
1.35K $319K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
4.15K
New
$73.11 - $77.43 $303K - $321K
4.15K $315K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
14.5K
New
$20.2 - $22.24 $293K - $323K
14.5K $311K
ABBV
Abb Vie Inc.

Healthcare
476
+ 7.22%
$169.2 - $216.66 $80.5K - $103K
7.07K $1.48M
MO
Altria Group, Inc.

Consumer Defensive
5.05K
New
$50.81 - $60.02 $256K - $303K
5.05K $302K
T
At&T Inc.

Communication Services
3.68K
+ 10.42%
$21.56 - $28.28 $79.3K - $104K
39K $1.1M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
7.4K
New
$37.07 - $40.63 $274K - $301K
7.4K $291K
DMLP
Dorchester Minerals, L.P.

Energy
9.65K
New
$29.17 - $34.68 $281K - $335K
9.65K $290K
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
9.21K
+ 20.65%
$25.44 - $27.95 $234K - $257K
53.8K $1.46M
GWW
W.W. Grainger, Inc.

Industrials
285
New
$953.54 - $1132.42 $272K - $323K
285 $281K
WFC
Wells Fargo & Company

Financial Services
3.87K
New
$66.78 - $81.42 $258K - $315K
3.87K $277K
JCI
Johnson Controls International PLC

Industrials
3.26K
+ 34.38%
$76.12 - $90.6 $248K - $295K
12.7K $1.02M
FVD
First Tr Value Line Divid Inde

ETFs
6.09K
New
$42.61 - $45.51 $260K - $277K
6.09K $271K
Activity Summary
Buys All Purchases 261 New Holdings 61 Increased Positions 200 Sells All Sells 69 Reductions 69 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Sax Wealth Advisors, LLC Portfolio

Follow Sax Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sax Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sax Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email