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
IWD
Ishares Russell 1000 Val ETF

ETFs
278
+ 3.03%
$166.82 - $194.23 $46.4K - $54K
9.45K $1.83M
IAU
Ishares Gold Trust

ETFs
436
+ 2.06%
$56.1 - $64.74 $24.5K - $28.2K
21.6K $1.35M
GLW
Corning Inc

Technology
63
+ 0.46%
$39.07 - $52.59 $2.46K - $3.31K
13.9K $729K
IXUS
Ishares Tr

ETFs
182
+ 1.71%
$62.37 - $77.63 $11.4K - $14.1K
10.8K $834K
MPC
Marathon Petroleum Corp

Energy
181
+ 6.92%
$118.55 - $170.08 $21.5K - $30.8K
2.8K $464K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
323
+ 4.47%
$65.84 - $80.81 $21.3K - $26.1K
7.56K $605K
EOG
Eog Resources Inc

Energy
846
+ 23.29%
$104.61 - $129.97 $88.5K - $110K
4.48K $535K
DE
Deere & CO

Industrials
85
+ 14.21%
$412.99 - $531.48 $35.1K - $45.2K
683 $347K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
6.1K
+ 54.75%
$7.19 - $8.75 $43.9K - $53.4K
17.2K $150K
AOA
Ishares Tr Core Aggressive All

ETFs
410
+ 11.21%
$69.46 - $83.4 $28.5K - $34.2K
4.07K $339K
IGRO
Ishares Tr International Divid

ETFs
202
+ 3.03%
$66.32 - $80.17 $13.4K - $16.2K
6.86K $541K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
650
+ 8.76%
$54.27 - $63.01 $35.3K - $41K
8.07K $505K
CFLT
Confluent, Inc.

Technology
7
+ 0.02%
$19.44 - $24.93 $136 - $175
38.1K $949K
BK
Bank Of New York Mellon Corp

Financial Services
202
+ 3.83%
$73.31 - $91.62 $14.8K - $18.5K
5.48K $499K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
2.36K
+ 15.07%
$22.68 - $23.28 $53.6K - $55K
18K $419K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
374
+ 33.42%
$212.1 - $244.27 $79.3K - $91.4K
1.49K $326K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
47
+ 3.67%
$224.16 - $285.86 $10.5K - $13.4K
1.33K $379K
IYH
Ishares Tr

ETFs
1.33K
+ 24.77%
$53.97 - $60.17 $71.8K - $80K
6.7K $378K
PEG
Public Service Enterprise Group Inc

Utilities
485
+ 7.78%
$77.13 - $84.18 $37.4K - $40.8K
6.72K $565K
HCA
Hca Healthcare, Inc.

Healthcare
12
+ 1.01%
$317.61 - $387.52 $3.81K - $4.65K
1.2K $457K
WULF
Terawulf Inc.

Financial Services
11.1K
New
$2.24 - $4.53 $25K - $50.5K
11.1K $48K
QCOM
Qualcomm Inc

Technology
246
+ 16.1%
$124.66 - $159.48 $30.7K - $39.2K
1.77K $282K
IWS
Ishares Russell Midcap Value E

ETFs
139
+ 3.04%
$110.58 - $132.14 $15.4K - $18.4K
4.71K $622K
IWR
Ishares Russell Mid Cap ETF

ETFs
185
+ 4.93%
$74.88 - $91.97 $13.9K - $17K
3.93K $361K
WM
Waste Management Inc

Industrials
190
+ 18.55%
$216.47 - $242.1 $41.1K - $46K
1.21K $277K
BSCV
Invesco ETF Self Indexed Fd Tr
2.06K
+ 8.87%
$15.97 - $16.53 $32.9K - $34.1K
25.3K $418K
LLY
Eli Lilly & CO

Healthcare
86
+ 14.26%
$713.71 - $898.95 $61.4K - $77.3K
689 $537K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
22
+ 3.46%
$468.22 - $566.51 $10.3K - $12.5K
657 $372K
VNQ
Vanguard Specialized Funds Van

ETFs
812
+ 2.96%
$79.79 - $91.42 $64.8K - $74.2K
28.2K $2.51M
T
At&T Inc.

Communication Services
186
+ 0.48%
$26.33 - $28.94 $4.9K - $5.38K
39.2K $1.13M
F
Ford Motor CO

Consumer Cyclical
842
+ 3.35%
$8.69 - $10.85 $7.32K - $9.14K
25.9K $281K
AMGN
Amgen Inc

Healthcare
217
+ 20.93%
$262.28 - $309.85 $56.9K - $67.2K
1.25K $350K
GILD
Gilead Sciences, Inc.

Healthcare
236
+ 10.65%
$96.91 - $113.0 $22.9K - $26.7K
2.45K $271K
GWW
W.W. Grainger, Inc.

Industrials
6
+ 2.11%
$919.93 - $1101.66 $5.52K - $6.61K
291 $302K
ICE
Intercontinental Exchange, Inc.

Financial Services
40
+ 3.31%
$151.62 - $183.47 $6.06K - $7.34K
1.25K $229K
ARCC
Ares Capital Corp

Financial Services
1.08K
+ 4.84%
$18.91 - $22.43 $20.3K - $24.1K
23.3K $511K
NUE
Nucor Corp

Basic Materials
4
+ 0.23%
$103.22 - $131.43 $413 - $526
1.77K $228K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
450
+ 4.77%
$22.43 - $23.23 $10.1K - $10.5K
9.89K $229K
FVD
First Tr Value Line Divid Inde

ETFs
254
+ 4.17%
$40.62 - $45.12 $10.3K - $11.5K
6.35K $283K
MTD
Mettler Toledo International Inc

Healthcare
10
+ 2.76%
$970.15 - $1216.57 $9.7K - $12.2K
372 $436K
WELL
Welltower Inc.

Real Estate
29
+ 0.38%
$136.49 - $155.22 $3.96K - $4.5K
7.75K $1.19M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
41
+ 0.51%
$50.36 - $50.68 $2.06K - $2.08K
8.09K $409K
Ge Vernova Inc
579
New
N/A
579 $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
4.99K
+ 19.05%
N/A
31.2K $0
Dimensional ETF Trust
785
+ 1.98%
N/A
40.5K $0
Dimensional ETF Trust
16K
+ 87.02%
N/A
34.4K $0
Blackrock ETF Trust Ii
6.95K
New
N/A
6.95K $0
Blackrock Inc
397
New
N/A
397 $0
Arista Networks Inc
2.4K
New
N/A
2.4K $0
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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