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
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.98K
+ 69.2%
$77.86 - $79.27 $154K - $157K
4.85K $378K
V
Visa Inc.

Financial Services
192
+ 9.27%
$273.87 - $320.91 $52.6K - $61.6K
2.26K $715K
UPS
United Parcel Service Inc

Industrials
1.48K
+ 31.05%
$122.65 - $138.35 $181K - $204K
6.23K $785K
JNJ
Johnson & Johnson

Healthcare
2.81K
+ 17.45%
$143.34 - $165.86 $403K - $467K
18.9K $2.74M
EFV
Msci Eafe Value ETF

ETFs
6.44K
+ 15.11%
$51.78 - $57.15 $333K - $368K
49K $2.57M
NOW
Service Now, Inc.

Technology
24
+ 4.15%
$867.18 - $1148.42 $20.8K - $27.6K
603 $639K
VIG
Vanguard Dividend Appreciation

ETFs
621
+ 4.43%
N/A
14.6K $2.67M
TRMB
Trimble Inc.

Technology
1.06K
+ 24.84%
$60.21 - $75.4 $63.8K - $79.8K
5.32K $376K
PANW
Palo Alto Networks Inc

Technology
1.77K
+ 133.74%
$181.96 - $405.9 $322K - $719K
3.1K $563K
MUB
Ishares National Muni Bond ETF

ETFs
1.29K
+ 7.5%
$105.78 - $108.7 $136K - $140K
18.5K $1.97M
MCD
Mcdonalds Corp

Consumer Cyclical
1.44K
+ 6.45%
$288.47 - $316.54 $414K - $455K
23.7K $6.87M
NEE
Nextera Energy Inc

Utilities
1.76K
+ 59.3%
$69.77 - $85.43 $123K - $150K
4.73K $338K
GS
Goldman Sachs Group Inc

Financial Services
15
+ 1.5%
$486.1 - $608.57 $7.29K - $9.13K
1.02K $581K
MS
Morgan Stanley

Financial Services
265
+ 10.95%
$104.42 - $134.99 $27.7K - $35.8K
2.68K $337K
SCHX
Schwab Strategic Tr Us Large C

ETFs
9.47K
+ 316.34%
$22.4 - $68.28 $212K - $646K
12.5K $288K
VB
Vanguard Small Cap ETF

ETFs
245
+ 3.03%
$233.76 - $261.58 $57.3K - $64.1K
8.34K $2M
FLEX
Flex Ltd.

Technology
26
+ 0.16%
$32.52 - $41.3 $846 - $1.07K
16.6K $638K
ETN
Eaton Corp PLC

Industrials
247
+ 12.08%
$326.96 - $377.52 $80.8K - $93.2K
2.29K $760K
ORCL
Oracle Corp

Technology
559
+ 16.31%
$165.41 - $192.43 $92.5K - $108K
3.99K $664K
CSCO
Cisco Systems, Inc.

Technology
570
+ 7.77%
$52.45 - $60.02 $29.9K - $34.2K
7.91K $468K
HD
Home Depot, Inc.

Consumer Cyclical
280
+ 14.29%
$385.02 - $431.37 $108K - $121K
2.24K $870K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
1.19K
+ 14.28%
$55.86 - $60.21 $66.4K - $71.6K
9.52K $544K
SPMD
Spdr Portfolio

ETFs
1.25K
+ 24.84%
$54.13 - $59.56 $67.6K - $74.3K
6.27K $343K
TPL
Texas Pacific Land Corp

Energy
5
+ 1.87%
$915.49 - $1730.0 $4.58K - $8.65K
273 $301K
UBER
Uber Technologies, Inc

Technology
1.95K
+ 53.0%
$59.93 - $86.34 $117K - $169K
5.64K $339K
ROST
Ross Stores, Inc.

Consumer Cyclical
406
+ 25.75%
$138.59 - $156.61 $56.3K - $63.6K
1.98K $299K
QCOM
Qualcomm Inc

Technology
540
+ 43.69%
$150.4 - $178.04 $81.2K - $96.1K
1.78K $272K
MLPX
Global X Mlp & Energy Infrastr

ETFs
615
+ 15.07%
$54.89 - $64.32 $33.8K - $39.6K
4.7K $283K
COST
Costco Wholesale Corp

Consumer Defensive
21
+ 1.61%
$873.59 - $994.69 $18.3K - $20.9K
1.33K $1.21M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
22
+ 0.99%
$172.07 - $207.36 $3.79K - $4.56K
2.25K $443K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
375
+ 4.66%
$118.0 - $127.04 $44.3K - $47.6K
8.42K $1.02M
T
At&T Inc.

Communication Services
1.18K
+ 3.45%
$21.22 - $23.88 $25K - $28.1K
35.3K $804K
VONG
Vanguard Russell 1000 Growth E

ETFs
231
+ 6.22%
$95.27 - $107.82 $22K - $24.9K
3.94K $407K
GE
General Electric CO

Industrials
966
+ 18.48%
$159.95 - $194.23 $155K - $188K
6.19K $1.03M
MTD
Mettler Toledo International Inc

Healthcare
91
+ 38.56%
$1160.67 - $1498.12 $106K - $136K
327 $400K
WCC
Wesco International Inc

Industrials
1
+ 0.03%
$164.11 - $213.19 $164 - $213
3.45K $624K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
2.17K
+ 3.57%
$15.9 - $17.05 $34.5K - $37K
62.8K $1.04M
TNL
Travel & Leisure Co.

Consumer Cyclical
21
+ 0.25%
$45.26 - $56.28 $950 - $1.18K
8.4K $423K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
676
+ 15.39%
$46.48 - $51.32 $31.4K - $34.7K
5.07K $244K
IVW
Ishares S&P 500 Growth ETF

ETFs
6
+ 0.1%
$94.43 - $105.47 $567 - $633
5.79K $587K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
507
+ 11.05%
$96.64 - $101.23 $49K - $51.3K
5.09K $493K
ABBV
Abb Vie Inc.

Healthcare
810
+ 14.0%
$164.99 - $203.87 $134K - $165K
6.59K $1.17M
TMUS
T Mobile Us, Inc.

Communication Services
19
+ 1.15%
$206.1 - $246.94 $3.92K - $4.69K
1.68K $370K
PFF
Ishares Trust Ishares Pfd And

ETFs
3.34K
+ 7.55%
$31.23 - $33.51 $104K - $112K
47.5K $1.49M
MGK
Vanguard Mega Cap Growth ETF

ETFs
1
+ 0.1%
$316.94 - $357.88 $317 - $358
974 $334K
PFE
Pfizer Inc

Healthcare
1.63K
+ 17.41%
$24.8 - $30.19 $40.4K - $49.2K
11K $291K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
1.07K
+ 4.42%
$19.38 - $19.58 $20.8K - $21K
25.4K $492K
DSI
Ishares Msci Kld 400 Social Et

ETFs
115
+ 3.27%
$107.41 - $115.71 $12.4K - $13.3K
3.64K $400K
PKG
Packaging Corp Of America

Consumer Cyclical
4
+ 0.25%
$211.98 - $248.85 $848 - $995
1.59K $358K
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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