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
EMB
Ishares Tr

ETFs
2.99K
New
$88.64 - $92.03 $265K - $275K
2.99K $270K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
15.4K
+ 24.46%
$16.18 - $17.82 $249K - $274K
78.2K $1.31M
CRWD
Crowd Strike Holdings, Inc.

Technology
750
New
$308.86 - $455.36 $232K - $342K
750 $264K
UBER
Uber Technologies, Inc

Technology
2.63K
+ 46.6%
$63.17 - $81.49 $166K - $214K
8.26K $601K
IWD
Ishares Russell 1000 Val ETF

ETFs
1.26K
+ 15.89%
$182.82 - $196.21 $230K - $247K
9.17K $1.73M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
8.69K
+ 117.03%
$27.01 - $28.54 $235K - $248K
16.1K $450K
GILD
Gilead Sciences, Inc.

Healthcare
2.22K
New
$89.14 - $117.41 $198K - $260K
2.22K $248K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
9.38K
New
$25.58 - $29.24 $240K - $274K
9.38K $245K
SBUX
Starbucks Corp

Consumer Cyclical
2.44K
New
$91.75 - $115.81 $224K - $282K
2.44K $239K
FNDX
Schwab Fundamental U S Large C

ETFs
10.1K
New
$23.03 - $25.01 $233K - $253K
10.1K $239K
WM
Waste Management Inc

Industrials
1.02K
New
$200.54 - $233.78 $205K - $239K
1.02K $237K
TJX
Tjx Companies Inc

Consumer Cyclical
1.93K
New
$112.81 - $126.16 $218K - $244K
1.93K $235K
FLRN
Spdr Bloomberg Investment Grad

ETFs
7.58K
New
$30.71 - $30.87 $233K - $234K
7.58K $233K
D
Dominion Energy, Inc

Utilities
4.09K
New
$52.85 - $57.43 $216K - $235K
4.09K $229K
SYK
Stryker Corp

Healthcare
614
New
$355.18 - $399.9 $218K - $246K
614 $228K
DFIP
Dimensional ETF Tr Inflation P

ETFs
5.39K
New
$40.27 - $42.11 $217K - $227K
5.39K $227K
HYG
Ishares Tr

ETFs
2.77K
+ 90.37%
$78.51 - $80.11 $217K - $222K
5.83K $460K
LLY
Eli Lilly & CO

Healthcare
235
+ 63.86%
$725.72 - $929.72 $171K - $218K
603 $498K
DUK
Duke Energy Corp

Utilities
1.74K
New
$105.87 - $121.97 $185K - $213K
1.74K $212K
LOW
Lowes Companies Inc

Consumer Cyclical
898
New
$222.66 - $268.42 $200K - $241K
898 $209K
VO
Vanguard Mid Cap ETF

ETFs
937
+ 15.72%
$251.87 - $277.95 $236K - $260K
6.9K $1.78M
VXF
Vanguard Extended Market ETF

ETFs
1.2K
New
$170.36 - $201.04 $205K - $242K
1.2K $207K
CB
Chubb LTD

Financial Services
674
New
$257.71 - $301.99 $174K - $204K
674 $203K
SCHW
Schwab Charles Corp

Financial Services
2.24K
+ 35.31%
$71.24 - $83.64 $160K - $187K
8.58K $671K
ENB
Enbridge Inc

Energy
4.52K
New
$41.54 - $45.45 $188K - $205K
4.52K $200K
VT
Vanguard Total World Stk Index

ETFs
1.85K
+ 18.22%
$115.08 - $123.97 $212K - $229K
12K $1.39M
VTV
Vanguard Value ETF

ETFs
529
+ 1.7%
$167.73 - $179.21 $88.7K - $94.8K
31.6K $5.46M
NFLX
Netflix Inc

Communication Services
106
+ 4.65%
$828.4 - $1058.6 $87.8K - $112K
2.39K $2.23M
KEY
Keycorp

Financial Services
11.7K
New
$15.15 - $18.3 $178K - $214K
11.7K $187K
EOG
Eog Resources Inc

Energy
1.3K
+ 55.79%
$120.54 - $138.05 $157K - $180K
3.63K $465K
ABT
Abbott Laboratories

Healthcare
442
+ 7.81%
$111.1 - $140.22 $49.1K - $62K
6.1K $809K
SHOP
Shopify Inc.

Technology
2.2K
+ 53.85%
$90.59 - $129.31 $199K - $284K
6.27K $598K
IEFA
Ishares Tr

ETFs
389
+ 1.53%
$69.57 - $78.65 $27.1K - $30.6K
25.7K $1.95M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.92K
+ 36.55%
$81.83 - $82.73 $157K - $159K
7.17K $592K
V
Visa Inc.

Financial Services
234
+ 10.34%
$306.92 - $362.71 $71.8K - $84.9K
2.5K $875K
IWS
Ishares Russell Midcap Value E

ETFs
1.32K
+ 40.61%
$122.59 - $135.24 $162K - $179K
4.57K $576K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
2.61K
+ 8.39%
$42.18 - $45.16 $110K - $118K
33.7K $1.49M
GS
Goldman Sachs Group Inc

Financial Services
316
+ 31.1%
$524.81 - $672.19 $166K - $212K
1.33K $727K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
1.51K
+ 9.72%
$59.28 - $66.1 $89.5K - $99.7K
17K $1.08M
DFAU
Dimensional ETF Tr

ETFs
23K
+ 6.33%
$37.84 - $42.29 $869K - $971K
386K $14.8M
CL
Colgate Palmolive CO

Consumer Defensive
796
+ 3.5%
$85.68 - $97.5 $68.2K - $77.6K
23.6K $2.21M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1K
+ 24.52%
$126.11 - $135.06 $126K - $135K
5.08K $655K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
2.17K
+ 42.81%
$48.65 - $53.06 $106K - $115K
7.24K $375K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
1.16K
+ 48.2%
$97.38 - $104.52 $113K - $122K
3.58K $365K
SUB
Ishares Short Term National Mu

ETFs
1.18K
+ 32.35%
$105.3 - $106.24 $125K - $126K
4.84K $511K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
2.35K
+ 60.14%
$51.52 - $52.37 $121K - $123K
6.26K $327K
HUBS
Hubspot Inc

Technology
405
+ 47.26%
$571.29 - $819.71 $231K - $332K
1.26K $720K
TPL
Texas Pacific Land Corp

Energy
46
+ 16.85%
$1180.08 - $1431.01 $54.3K - $65.8K
319 $422K
COST
Costco Wholesale Corp

Consumer Defensive
87
+ 6.57%
$890.62 - $1076.86 $77.5K - $93.7K
1.41K $1.34M
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
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