Sax Wealth Advisors, LLC Incresed Positions in Q3 2025

Sax Wealth Advisors, LLC

  • $1.84 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FBND
Fidelity Merrimack Str Tr Tota

ETFs
763K
+ 28.84%
$45.26 - $46.63 $34.5M - $35.6M
3.41M $158M
DFUS
Dimensional ETF Tr U S Equity

ETFs
142K
+ 4.14%
$67.01 - $72.84 $9.49M - $10.3M
3.57M $258M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
32.1K
+ 8.69%
$225.11 - $247.9 $7.23M - $7.96M
402K $99.3M
DFIV
Dimensional ETF Tr

ETFs
158K
+ 24.29%
$42.66 - $46.53 $6.75M - $7.37M
810K $37.4M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
111K
+ 42.63%
$70.77 - $73.59 $7.89M - $8.2M
373K $27.3M
PVAL
Putnam ETF Tr Putnam Focused L
173K
+ 48.03%
$39.93 - $42.72 $6.91M - $7.39M
533K $22.8M
CLOI
Vaneck ETF Tr

ETFs
150K
+ 130.06%
$52.8 - $53.1 $7.94M - $7.99M
266K $14.1M
AAPL
Apple Inc.

Technology
4.86K
+ 4.7%
$202.38 - $256.87 $984K - $1.25M
108K $27.6M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
76.9K
+ 35.94%
$69.02 - $73.57 $5.31M - $5.66M
291K $21.4M
HYDB
Ishares Tr Edge High Yield Def

ETFs
65.7K
+ 41.18%
$47.03 - $47.97 $3.09M - $3.15M
225K $10.8M
FNDE
Schwab Fundamental Emerging Mk

ETFs
57.5K
+ 30.27%
$33.13 - $36.31 $1.9M - $2.09M
247K $8.95M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
14K
+ 9.39%
$98.53 - $107.1 $1.38M - $1.5M
164K $17.2M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.51K
+ 5.69%
$617.65 - $666.84 $931K - $1.01M
28K $18.7M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
4.75K
+ 0.57%
$41.91 - $44.87 $199K - $213K
832K $37.2M
DFAI
Dimensional ETF Tr

ETFs
15.8K
+ 1.81%
$34.05 - $36.55 $537K - $576K
885K $32.2M
AVMU
American Centy ETF Travantis C

ETFs
39.3K
+ 58.1%
$43.91 - $45.71 $1.73M - $1.8M
107K $4.88M
FVAL
Fidelity Covington Tr Value Fa

ETFs
19.2K
+ 29.6%
$63.74 - $69.18 $1.22M - $1.33M
84K $5.78M
GOOG
Alphabet Inc.

Communication Services
131
+ 0.55%
$175.16 - $255.24 $22.9K - $33.4K
24.1K $5.88M
GOOGL
Alphabet Inc.

Communication Services
240
+ 1.04%
$174.36 - $254.72 $41.8K - $61.1K
23.4K $5.69M
MSFT
Microsoft Corp

Technology
1.65K
+ 5.03%
$491.09 - $535.64 $810K - $883K
34.4K $17.8M
JNJ
Johnson & Johnson

Healthcare
1.62K
+ 5.18%
$155.17 - $185.42 $252K - $301K
32.9K $6.11M
DFAE
Dimensional ETF Tr

ETFs
24.4K
+ 13.44%
$28.84 - $31.84 $703K - $776K
206K $6.48M
MRK
Merck & Co., Inc.

Healthcare
12.7K
+ 76.46%
$77.6 - $87.37 $986K - $1.11M
29.3K $2.46M
MUB
Ishares National Muni Bond ETF

ETFs
9.8K
+ 46.4%
$103.24 - $106.68 $1.01M - $1.05M
30.9K $3.29M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
29.9K
+ 43.14%
$29.97 - $32.38 $896K - $968K
99.2K $3.16M
FSMO
Fidelity Covington Tr

ETFs
40.4K
+ 34.55%
N/A
157K $4.13M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
41.9K
+ 15.32%
N/A
315K $7.48M
PHYL
Pgim ETF Tr

ETFs
27K
+ 43.03%
$35.14 - $35.8 $950K - $968K
89.8K $3.21M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
12.9K
+ 41.64%
$54.35 - $59.32 $699K - $763K
43.8K $2.59M
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
11.5K
+ 30.91%
$63.88 - $69.11 $734K - $795K
48.7K $3.31M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
3.55K
+ 89.2%
$195.29 - $223.85 $693K - $795K
7.53K $1.67M
IBDV
Ishares Tr

Technology
37.5K
+ 252.79%
$21.75 - $22.22 $816K - $833K
52.3K $1.16M
EMNT
Pimco ETF Tr Enhanced Short Ma

ETFs
7.94K
+ 226.97%
$98.41 - $98.89 $782K - $786K
11.4K $1.13M
TSLA
Tesla, Inc.

Consumer Cyclical
284
+ 5.92%
$293.94 - $444.72 $83.5K - $126K
5.08K $2.26M
AVGO
Broadcom Inc.

Technology
752
+ 8.62%
$264.74 - $369.57 $199K - $278K
9.48K $3.13M
ABBV
Abb Vie Inc.

Healthcare
1.53K
+ 20.2%
$184.85 - $231.54 $282K - $353K
9.08K $2.1M
PLTR
Palantir Technologies Inc.

Technology
3.09K
+ 113.09%
$130.68 - $186.97 $404K - $578K
5.83K $1.06M
JPM
Jpmorgan Chase & CO

Financial Services
485
+ 2.34%
$282.78 - $316.06 $137K - $153K
21.2K $6.69M
XLP
Consumer Staples Sector Spdr

ETFs
8.67K
+ 114.2%
N/A
16.3K $1.24M
GE
General Electric CO

Industrials
1.02K
+ 13.55%
$244.75 - $305.63 $249K - $311K
8.51K $2.56M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
24.8K
+ 11.06%
$24.14 - $24.34 $598K - $603K
249K $6.05M
AMZN
Amazon Com Inc

Consumer Cyclical
2.6K
+ 7.7%
$211.65 - $238.24 $549K - $618K
36.3K $7.97M
IVE
Ishares S&P 500 Value ETF

ETFs
984
+ 3.08%
$194.44 - $206.51 $191K - $203K
32.9K $6.8M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
5.79K
+ 97.36%
$91.44 - $91.77 $529K - $531K
11.7K $1.08M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
20K
+ 15.95%
$25.24 - $25.56 $505K - $511K
145K $3.71M
SCHG
Schwab Strategic Tr Us Large C

ETFs
12.9K
+ 94.75%
$28.92 - $32.19 $374K - $417K
26.6K $849K
DISV
Dimensional ETF Tr Dimensional

ETFs
2.71K
+ 2.18%
$32.78 - $35.79 $88.8K - $96.9K
127K $4.54M
JEPI
J P Morgan Exchange Traded Fd

ETFs
7.25K
+ 14.16%
$55.61 - $57.37 $403K - $416K
58.4K $3.34M
IEFA
Ishares Tr

ETFs
3.42K
+ 12.32%
$81.7 - $87.53 $279K - $299K
31.1K $2.72M
Activity Summary
Buys All Purchases 256 New Holdings 32 Increased Positions 224 Sells All Sells 147 Reductions 147 Sold out 0 Options Calls 1 Puts 0
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