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
IBMO
Ishares Tr Ibonds December 202

ETFs
15K
New
$25.32 - $25.63 $380K - $385K
15K $384K
IBMP
Ishares Tr Ibonds December 202

ETFs
15.1K
New
$24.98 - $25.35 $377K - $383K
15.1K $382K
BX
Blackstone Inc.

Financial Services
2.12K
+ 34.96%
$120.07 - $151.11 $255K - $321K
8.2K $1.23M
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
14K
New
$26.41 - $26.76 $370K - $375K
14K $375K
SPGI
S&P Global Inc.

Financial Services
700
New
$438.31 - $527.29 $307K - $369K
700 $369K
IEFA
Ishares Tr

ETFs
1.97K
+ 7.63%
$67.83 - $84.09 $133K - $165K
27.7K $2.31M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
21.5K
New
$14.97 - $16.79 $322K - $362K
21.5K $360K
IEMG
Ishares Inc

ETFs
6.68K
New
N/A
6.68K $358K
SCHX
Schwab Strategic Tr Us Large C

ETFs
8.64K
+ 14.01%
$19.6 - $24.44 $169K - $211K
70.3K $1.72M
XYLD
Global X Fds S&P 500 Covered C

ETFs
9.17K
New
$35.62 - $39.64 $327K - $363K
9.17K $357K
HOOD
Robinhood Markets, Inc.

Technology
3.77K
New
$34.17 - $93.63 $129K - $353K
3.77K $352K
ORCL
Oracle Corp

Technology
104
+ 2.54%
$122.82 - $218.63 $12.8K - $22.7K
4.2K $918K
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
13.2K
New
$24.88 - $25.41 $329K - $336K
13.2K $336K
TMO
Thermo Fisher Scientific Inc.

Healthcare
954
+ 152.64%
$390.26 - $489.06 $372K - $467K
1.58K $640K
INTU
Intuit Inc

Technology
409
New
$544.07 - $787.63 $223K - $322K
409 $322K
IBM
International Business Machines Corp

Technology
222
+ 4.01%
$221.03 - $294.78 $49.1K - $65.4K
5.76K $1.7M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
3.89K
New
$70.7 - $82.14 $275K - $320K
3.89K $319K
LMT
Lockheed Martin Corp

Industrials
657
New
$430.82 - $486.45 $283K - $320K
657 $304K
ITW
Illinois Tool Works Inc

Industrials
1.21K
New
$218.41 - $252.43 $264K - $305K
1.21K $298K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
13.1K
New
$17.76 - $22.1 $232K - $289K
13.1K $289K
MCO
Moodys Corp

Financial Services
571
New
$396.7 - $501.59 $227K - $286K
571 $286K
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
6.36K
New
$39.94 - $44.64 $254K - $284K
6.36K $283K
IWP
Ishares Russell Mid Cap Growth

ETFs
318
+ 2.87%
$104.34 - $138.68 $33.2K - $44.1K
11.4K $1.58M
PODD
Insulet Corp

Healthcare
357
+ 11.1%
$238.57 - $327.47 $85.2K - $117K
3.57K $1.12M
MSTR
Microstrategy Inc

Technology
684
New
$237.95 - $421.61 $163K - $288K
684 $276K
UBER
Uber Technologies, Inc

Technology
1.12K
+ 13.52%
$64.62 - $93.3 $72.2K - $104K
9.38K $874K
MA
Mastercard Inc

Financial Services
381
+ 9.23%
$479.92 - $590.74 $183K - $225K
4.51K $2.53M
PGR
Progressive Corp

Financial Services
1K
New
$255.27 - $288.74 $256K - $289K
1K $267K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2.2K
+ 13.82%
$55.54 - $69.09 $122K - $152K
18.1K $1.25M
HUBS
Hubspot Inc

Technology
505
+ 40.02%
$487.07 - $672.24 $246K - $339K
1.77K $983K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
4.32K
New
$49.48 - $61.22 $214K - $264K
4.32K $263K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
1.93K
New
$108.06 - $135.3 $209K - $262K
1.93K $261K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
5.17K
New
$49.57 - $50.27 $256K - $260K
5.17K $259K
HYG
Ishares Tr

ETFs
3.08K
+ 52.82%
$75.75 - $80.65 $233K - $248K
8.91K $718K
PM
Philip Morris International Inc.

Consumer Defensive
278
+ 3.14%
$149.23 - $184.95 $41.5K - $51.4K
9.14K $1.66M
SUB
Ishares Short Term National Mu

ETFs
2.37K
+ 49.01%
$104.77 - $106.34 $249K - $252K
7.22K $767K
DSI
Ishares Msci Kld 400 Social Et

ETFs
764
+ 6.4%
$91.62 - $116.16 $70K - $88.7K
12.7K $1.47M
TYL
Tyler Technologies Inc

Technology
419
New
$521.68 - $592.84 $219K - $248K
419 $248K
PTC
Ptc Inc.

Technology
1.43K
New
$136.74 - $173.24 $196K - $248K
1.43K $246K
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
3.59K
New
$55.86 - $68.61 $201K - $246K
3.59K $246K
IDXX
Idexx Laboratories Inc

Healthcare
158
+ 11.53%
$361.04 - $536.34 $57K - $84.7K
1.53K $819K
C
Citigroup Inc

Financial Services
2.84K
New
$58.13 - $85.12 $165K - $242K
2.84K $241K
VEU
Vanguard Ftse All World Ex Us

ETFs
168
+ 0.49%
$54.19 - $67.22 $9.1K - $11.3K
34.5K $2.32M
EWJ
Ishares Msci Japan ETF

ETFs
3.17K
New
$61.32 - $75.28 $194K - $239K
3.17K $237K
TJX
Tjx Companies Inc

Consumer Cyclical
1.86K
+ 96.27%
$119.13 - $135.03 $222K - $251K
3.79K $468K
KO
Coca Cola CO

Consumer Defensive
3.29K
New
$68.37 - $73.9 $225K - $243K
3.29K $233K
GS
Goldman Sachs Group Inc

Financial Services
21
+ 1.58%
$462.22 - $707.75 $9.71K - $14.9K
1.35K $957K
CNI
Canadian National Railway CO

Industrials
2.22K
New
$92.66 - $108.13 $206K - $240K
2.22K $230K
CHD
Church & Dwight CO Inc

Consumer Defensive
2.36K
New
$91.57 - $110.76 $216K - $261K
2.36K $226K
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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