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
SPY
Spdr S&P 500 ETF Trust

ETFs
286
+ 1.08%
$567.81 - $607.81 $162K - $174K
26.7K $15.6M
MRVL
Marvell Technology, Inc.

Technology
504
+ 4.52%
$70.31 - $124.78 $35.4K - $62.9K
11.6K $1.29M
TRV
Travelers Companies, Inc.

Financial Services
1.99K
New
$225.97 - $266.66 $449K - $530K
1.99K $479K
IWF
Ishares Russell 1000 Gr ETF

ETFs
456
+ 4.15%
$370.24 - $418.94 $169K - $191K
11.5K $4.6M
BA
Boeing CO

Industrials
2.64K
New
$138.14 - $180.72 $364K - $477K
2.64K $466K
MA
Mastercard Inc

Financial Services
787
+ 73.07%
$491.3 - $536.15 $387K - $422K
1.86K $981K
DFAS
Dimensional ETF Tr U S Small C

ETFs
5.06K
+ 0.95%
$63.58 - $71.15 $322K - $360K
540K $35.1M
PODD
Insulet Corp

Healthcare
1.53K
+ 101.32%
$227.79 - $275.7 $349K - $422K
3.04K $794K
RTX
Raytheon Technologies Corp

Industrials
3.74K
New
$114.45 - $127.21 $428K - $475K
3.74K $432K
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.45K
+ 60.72%
$174.22 - $187.62 $427K - $460K
6.49K $1.14M
BK
Bank Of New York Mellon Corp

Financial Services
5.16K
New
$70.82 - $81.87 $366K - $423K
5.16K $396K
AVLV
American Centy ETF Tr Avantis
5.86K
New
$65.51 - $71.22 $384K - $417K
5.86K $391K
AVGO
Broadcom Inc.

Technology
318
+ 6.03%
$159.67 - $250.0 $50.8K - $79.5K
5.59K $1.3M
GOOGL
Alphabet Inc.

Communication Services
775
+ 7.66%
$161.86 - $196.66 $125K - $152K
10.9K $2.06M
NVO
Novo Nordisk A S

Healthcare
4.44K
New
$85.0 - $120.04 $377K - $533K
4.44K $381K
META
Meta Platforms, Inc.

Communication Services
519
+ 12.38%
$554.08 - $632.68 $288K - $328K
4.71K $2.78M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
6.24K
New
$57.38 - $61.11 $358K - $381K
6.24K $364K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
24.6K
+ 2.94%
$40.38 - $44.35 $992K - $1.09M
861K $35.2M
BDX
Becton Dickinson & CO

Healthcare
1.57K
New
$220.02 - $243.75 $346K - $383K
1.57K $356K
IGV
Ishares Expanded Tech Software

ETFs
3.1K
+ 105.09%
$87.5 - $110.17 $271K - $341K
6.04K $605K
URI
United Rentals, Inc.

Industrials
478
New
$704.44 - $880.32 $337K - $421K
478 $336K
BIIB
Biogen Inc.

Healthcare
2.2K
New
$146.47 - $191.55 $323K - $422K
2.2K $336K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
9.57K
+ 39.36%
$44.04 - $49.49 $422K - $474K
33.9K $1.49M
ISRG
Intuitive Surgical Inc

Healthcare
629
New
$471.27 - $550.62 $296K - $346K
629 $328K
DFIC
Dimensional ETF Tr Dimensional

ETFs
13.7K
+ 70.88%
$25.61 - $28.0 $351K - $384K
33.1K $855K
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.59K
New
$178.39 - $215.0 $283K - $341K
1.59K $306K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
5.87K
New
$51.09 - $55.27 $300K - $325K
5.87K $300K
PH
Parker Hannifin Corp

Industrials
452
+ 43.84%
$621.74 - $709.46 $281K - $321K
1.48K $943K
EOG
Eog Resources Inc

Energy
2.33K
New
$118.22 - $136.54 $276K - $318K
2.33K $285K
HON
Honeywell International Inc

Industrials
1.09K
+ 74.71%
$202.84 - $236.0 $222K - $258K
2.56K $577K
HUBS
Hubspot Inc

Technology
241
+ 39.12%
$514.07 - $757.4 $124K - $183K
857 $597K
FTNT
Fortinet, Inc.

Technology
2.72K
New
$76.49 - $99.21 $208K - $270K
2.72K $256K
DHR
Danaher Corp

Healthcare
1.49K
+ 83.66%
$226.16 - $274.52 $336K - $408K
3.26K $748K
AMGN
Amgen Inc

Healthcare
968
New
$258.78 - $328.31 $250K - $318K
968 $252K
DFAE
Dimensional ETF Tr

ETFs
19.3K
+ 16.49%
$25.36 - $28.15 $489K - $543K
136K $3.46M
PLTR
Palantir Technologies Inc.

Technology
3.26K
New
$36.46 - $82.38 $119K - $269K
3.26K $246K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
9.84K
+ 5.76%
$25.0 - $25.11 $246K - $247K
181K $4.52M
SHOP
Shopify Inc.

Technology
1.35K
+ 49.41%
$78.14 - $119.49 $105K - $161K
4.08K $433K
EPD
Enterprise Products Partners L.P.

Energy
6.87K
New
$28.66 - $34.43 $197K - $236K
6.87K $215K
VUG
Vanguard Growth ETF

ETFs
178
+ 3.35%
$378.79 - $428.11 $67.4K - $76.2K
5.49K $2.25M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
9.44K
New
$22.65 - $23.8 $214K - $225K
9.44K $214K
IWS
Ishares Russell Midcap Value E

ETFs
1.67K
+ 106.02%
$128.08 - $140.32 $214K - $235K
3.25K $420K
IYC
Ishares U.S. Consumer Discreti

ETFs
2.12K
New
$85.96 - $101.28 $183K - $215K
2.12K $204K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
3.91K
New
$51.54 - $52.55 $202K - $206K
3.91K $202K
RJF
Raymond James Financial Inc

Financial Services
1.29K
New
$123.0 - $170.1 $159K - $219K
1.29K $200K
IDXX
Idexx Laboratories Inc

Healthcare
617
+ 76.27%
$406.92 - $495.42 $251K - $306K
1.43K $589K
VBR
Vanguard Small Cap Value ETF

ETFs
931
+ 56.87%
$197.36 - $217.3 $184K - $202K
2.57K $508K
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.87K
+ 67.22%
$77.25 - $91.3 $144K - $171K
4.65K $397K
EFA
Ishares Tr Msci Eafe ETF

ETFs
3.38K
+ 28.86%
$75.1 - $82.99 $254K - $280K
15.1K $1.14M
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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