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
ISRG
Intuitive Surgical Inc

Healthcare
1.68K
+ 218.13%
$451.58 - $565.94 $760K - $953K
2.46K $1.33M
PANW
Palo Alto Networks Inc

Technology
4.01K
+ 128.98%
$152.44 - $204.64 $611K - $820K
7.11K $1.46M
EFV
Msci Eafe Value ETF

ETFs
11.1K
+ 24.7%
$52.4 - $64.65 $582K - $718K
56.1K $3.56M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
7.08K
+ 203.19%
$97.68 - $121.38 $691K - $859K
10.6K $1.28M
RTX
Raytheon Technologies Corp

Industrials
5.89K
New
$113.75 - $148.48 $670K - $875K
5.89K $860K
SYK
Stryker Corp

Healthcare
2.02K
+ 329.64%
$337.37 - $395.63 $683K - $801K
2.64K $1.04M
IGV
Ishares Expanded Tech Software

ETFs
6.02K
+ 79.83%
$80.15 - $109.5 $483K - $660K
13.6K $1.49M
IYW
Ishares Dj Us Tech ETF

ETFs
3.99K
+ 109.88%
$122.57 - $173.27 $489K - $692K
7.63K $1.32M
DISV
Dimensional ETF Tr Dimensional

ETFs
10.9K
+ 9.64%
$25.93 - $32.91 $284K - $360K
124K $4.09M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
3.98K
New
$139.8 - $197.22 $557K - $785K
3.98K $785K
IVE
Ishares S&P 500 Value ETF

ETFs
3.01K
+ 10.38%
$168.34 - $195.42 $506K - $587K
32K $6.25M
AVUV
American Centy ETF Tr Avantis

ETFs
3.09K
+ 3.04%
$75.17 - $91.21 $232K - $282K
105K $9.53M
CME
Cme Group Inc.

Financial Services
2.35K
New
$252.37 - $290.71 $594K - $684K
2.35K $648K
FTNT
Fortinet, Inc.

Technology
6.08K
New
$84.71 - $108.69 $515K - $661K
6.08K $642K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
14.4K
New
$43.63 - $45.4 $628K - $653K
14.4K $642K
TSLA
Tesla, Inc.

Consumer Cyclical
1.37K
+ 40.12%
$221.86 - $362.89 $305K - $498K
4.8K $1.52M
BAC
Bank Of America Corp

Financial Services
11.9K
+ 93.58%
$34.39 - $47.46 $410K - $566K
24.7K $1.17M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
20.1K
New
N/A
20.1K $633K
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
15.5K
+ 28.86%
$23.66 - $29.99 $367K - $466K
69.3K $2.08M
EFG
Msci Eafe Growth ETF

ETFs
4.65K
+ 61.24%
$89.8 - $112.0 $417K - $521K
12.2K $1.37M
FVAL
Fidelity Covington Tr Value Fa

ETFs
5.58K
+ 9.42%
$52.8 - $63.87 $294K - $356K
64.8K $4.14M
NOW
Service Now, Inc.

Technology
529
+ 196.65%
$721.65 - $1040.18 $382K - $550K
798 $820K
MUB
Ishares National Muni Bond ETF

ETFs
5.9K
+ 38.78%
$102.31 - $105.8 $604K - $624K
21.1K $2.21M
PHYL
Pgim ETF Tr

ETFs
15.6K
+ 32.95%
$33.41 - $35.49 $520K - $552K
62.8K $2.23M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
5.8K
+ 161.97%
$90.85 - $102.31 $527K - $593K
9.38K $944K
XLP
Consumer Staples Sector Spdr

ETFs
7.59K
New
N/A
7.59K $577K
IWV
Ishares Russell 3000 ETF

ETFs
660
+ 6.59%
$281.67 - $351.0 $186K - $232K
10.7K $3.75M
MRK
Merck & Co., Inc.

Healthcare
8.23K
+ 97.95%
$73.47 - $87.12 $604K - $717K
16.6K $1.32M
TRV
Travelers Companies, Inc.

Financial Services
2.07K
New
$233.83 - $276.34 $484K - $572K
2.07K $554K
WFC
Wells Fargo & Company

Financial Services
6.29K
+ 162.5%
$60.98 - $80.12 $383K - $504K
10.2K $813K
LQD
Ishares Iboxx $ Investment Gra

ETFs
4.33K
+ 8.63%
$105.23 - $109.61 $455K - $474K
54.5K $5.97M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
34.3K
+ 43.87%
$13.96 - $16.51 $479K - $566K
112K $1.83M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
8.09K
New
$50.08 - $63.14 $405K - $511K
8.09K $510K
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.48K
New
$272.36 - $339.57 $403K - $502K
1.48K $501K
MBB
Ishares Tr

ETFs
5.29K
New
$91.41 - $94.22 $483K - $498K
5.29K $496K
MRVL
Marvell Technology, Inc.

Technology
3.49K
+ 25.2%
$49.38 - $79.97 $173K - $279K
17.4K $1.34M
BKNG
Booking Holdings Inc.

Consumer Cyclical
82
New
$4164.15 - $5789.24 $341K - $475K
82 $474K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
4.55K
New
$97.29 - $105.63 $443K - $481K
4.55K $462K
AMAT
Applied Materials Inc

Technology
395
+ 3.92%
$126.95 - $183.52 $50.1K - $72.5K
10.5K $1.91M
GE
General Electric CO

Industrials
112
+ 1.52%
$166.81 - $257.39 $18.7K - $28.8K
7.5K $1.93M
JEPI
J P Morgan Exchange Traded Fd

ETFs
8.17K
+ 19.01%
$51.14 - $57.0 $418K - $466K
51.2K $2.91M
RY
Royal Bank Of Canada

Financial Services
3.32K
New
$108.36 - $131.55 $360K - $437K
3.32K $436K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
5.38K
+ 129.66%
$72.12 - $76.23 $388K - $410K
9.53K $723K
JCI
Johnson Controls International PLC

Industrials
765
+ 6.0%
$71.14 - $105.62 $54.4K - $80.8K
13.5K $1.43M
SCHG
Schwab Strategic Tr Us Large C

ETFs
13.7K
New
$22.27 - $29.21 $304K - $399K
13.7K $399K
FSMO
Fidelity Covington Tr

ETFs
15.2K
+ 14.96%
N/A
117K $3.07M
CRM
Salesforce, Inc.

Technology
1.38K
+ 40.59%
$236.26 - $291.15 $326K - $401K
4.77K $1.3M
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.78K
+ 15.23%
$72.96 - $90.39 $203K - $251K
21K $1.88M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
8.35K
+ 115.35%
$45.07 - $52.57 $376K - $439K
15.6K $761K
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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