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
ICVT
Ishares Tr Convertible Bond Et

ETFs
2.5K
New
$78.98 - $90.1 $197K - $225K
2.5K $224K
TD
Toronto Dominion Bank

Financial Services
3.05K
New
$55.71 - $73.45 $170K - $224K
3.05K $223K
CSCO
Cisco Systems, Inc.

Technology
2.17K
+ 23.77%
$53.19 - $69.38 $115K - $151K
11.3K $784K
MS
Morgan Stanley

Financial Services
1.03K
+ 33.47%
$99.83 - $140.86 $102K - $144K
4.09K $575K
ADBE
Adobe Inc.

Technology
562
New
$340.0 - $420.68 $191K - $236K
562 $217K
TXN
Texas Instruments Inc

Technology
1.12K
New
N/A
1.12K $217K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
9.27K
New
$22.54 - $23.17 $209K - $215K
9.27K $213K
IYC
Ishares U.S. Consumer Discreti

ETFs
2.12K
New
$79.19 - $99.64 $168K - $212K
2.12K $211K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
8.49K
New
$24.14 - $25.43 $205K - $216K
8.49K $210K
RJF
Raymond James Financial Inc

Financial Services
1.35K
New
$123.65 - $153.88 $166K - $207K
1.35K $206K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
10.6K
+ 41.63%
$18.28 - $18.7 $194K - $199K
36.2K $676K
OEF
Ishares S&P 100 ETF

ETFs
756
+ 21.05%
N/A
4.35K $1.16M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
9.67K
+ 37.6%
$20.16 - $20.49 $195K - $198K
35.4K $724K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
2.52K
New
$67.03 - $80.35 $169K - $202K
2.52K $200K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
10K
+ 35.73%
$19.49 - $19.66 $196K - $197K
38.1K $749K
VIG
Vanguard Dividend Appreciation

ETFs
1.03K
+ 6.91%
N/A
15.9K $2.9M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
2.28K
+ 19.05%
$77.74 - $78.78 $177K - $180K
14.3K $1.12M
PFE
Pfizer Inc

Healthcare
8.07K
+ 71.39%
$21.59 - $24.84 $174K - $200K
19.4K $469K
HYDB
Ishares Tr Edge High Yield Def

ETFs
2.53K
+ 1.61%
$44.64 - $47.48 $113K - $120K
160K $7.58M
PH
Parker Hannifin Corp

Industrials
43
+ 2.6%
$517.23 - $700.54 $22.2K - $30.1K
1.7K $1.19M
PG
Procter & Gamble CO

Consumer Defensive
1.51K
+ 27.05%
$157.66 - $172.39 $239K - $261K
7.11K $1.13M
CAT
Caterpillar Inc

Industrials
55
+ 2.15%
$273.94 - $388.21 $15.1K - $21.4K
2.62K $1.02M
TTWO
Take Two Interactive Software Inc

Communication Services
23
+ 0.5%
$194.58 - $243.05 $4.48K - $5.59K
4.65K $1.13M
HD
Home Depot, Inc.

Consumer Cyclical
452
+ 9.44%
$335.24 - $380.78 $152K - $172K
5.24K $1.92M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
8.5K
+ 33.63%
$19.44 - $19.56 $165K - $166K
33.8K $659K
WMT
Walmart Inc.

Consumer Defensive
702
+ 7.23%
$81.79 - $99.98 $57.4K - $70.2K
10.4K $1.02M
AMD
Advanced Micro Devices Inc

Technology
173
+ 4.8%
$78.21 - $143.81 $13.5K - $24.9K
3.78K $535K
LOW
Lowes Companies Inc

Consumer Cyclical
750
+ 83.52%
$210.83 - $235.28 $158K - $176K
1.65K $365K
COST
Costco Wholesale Corp

Consumer Defensive
88
+ 6.23%
$908.13 - $1056.85 $79.9K - $93K
1.5K $1.48M
NEE
Nextera Energy Inc

Utilities
2.48K
+ 14.78%
$64.11 - $75.0 $159K - $186K
19.3K $1.34M
SBUX
Starbucks Corp

Consumer Cyclical
1.74K
+ 71.3%
$79.69 - $99.41 $139K - $173K
4.18K $382K
GLD
Spdr Gold Trust

ETFs
293
+ 9.14%
$273.71 - $316.29 $80.2K - $92.7K
3.5K $1.07M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
1
+ 0.04%
$299.15 - $396.54 $299 - $397
2.29K $906K
CB
Chubb LTD

Financial Services
505
+ 74.93%
$274.32 - $302.46 $139K - $153K
1.18K $341K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
4.66K
+ 13.82%
$38.81 - $44.28 $181K - $206K
38.4K $1.63M
ABC
Amerisourcebergen Corp

Healthcare
739
New
N/A
739 $136K
SHOP
Shopify Inc.

Technology
78
+ 1.24%
$76.89 - $115.35 $6K - $9K
6.35K $732K
SCHW
Schwab Charles Corp

Financial Services
214
+ 2.49%
$69.06 - $91.24 $14.8K - $19.5K
8.79K $802K
PNC
Pnc Financial Services Group, Inc.

Financial Services
564
+ 26.16%
$149.76 - $186.42 $84.5K - $105K
2.72K $507K
XLF
Financial Sector Spdr

ETFs
1.56K
+ 8.44%
$43.92 - $52.37 $68.3K - $81.4K
20K $1.05M
ABT
Abbott Laboratories

Healthcare
770
+ 12.62%
$123.95 - $138.08 $95.4K - $106K
6.87K $934K
ROST
Ross Stores, Inc.

Consumer Cyclical
977
+ 57.64%
$126.62 - $154.26 $124K - $151K
2.67K $340K
EEM
Ishares Msci Emerging Markets

ETFs
1.76K
+ 21.59%
$38.52 - $48.28 $67.9K - $85.1K
9.93K $478K
AXP
American Express CO

Financial Services
72
+ 3.64%
$231.39 - $318.98 $16.7K - $23K
2.05K $653K
D
Dominion Energy, Inc

Utilities
2.07K
+ 50.68%
$49.66 - $58.0 $103K - $120K
6.17K $348K
DFIP
Dimensional ETF Tr Inflation P

ETFs
2.85K
+ 52.85%
$41.11 - $42.42 $117K - $121K
8.24K $344K
HON
Honeywell International Inc

Industrials
259
+ 10.59%
$182.86 - $232.88 $47.4K - $60.3K
2.7K $629K
BSCU
Invesco Exc Self Ind Tr

ETFs
6.29K
+ 22.04%
$16.31 - $16.78 $103K - $106K
34.8K $584K
BIIB
Biogen Inc.

Healthcare
1.08K
+ 48.78%
$113.38 - $135.49 $122K - $146K
3.29K $412K
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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