Sax Wealth Advisors, LLC Incresed Positions in Q4 2024

Sax Wealth Advisors, LLC

  • $1.26 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FBND
Fidelity Merrimack Str Tr Tota

ETFs
676K
+ 94.01%
$44.87 - $46.86 $30.3M - $31.7M
1.39M $62.6M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
44K
+ 14.61%
$198.04 - $221.51 $8.71M - $9.74M
345K $72.6M
QUAL
Ishares Msci Usa Quality Facto

ETFs
70.3K
+ 17.78%
$176.42 - $186.91 $12.4M - $13.1M
465K $82.9M
DFUS
Dimensional ETF Tr U S Equity

ETFs
54.5K
+ 1.7%
$61.52 - $66.5 $3.35M - $3.63M
3.27M $209M
DFIV
Dimensional ETF Tr

ETFs
76.7K
+ 21.14%
$34.86 - $37.97 $2.67M - $2.91M
440K $15.6M
VTI
Vanguard Total Stock Market Et

ETFs
5.35K
+ 24.25%
$280.04 - $302.45 $1.5M - $1.62M
27.4K $7.94M
DISV
Dimensional ETF Tr Dimensional

ETFs
67.1K
+ 157.37%
$26.18 - $28.77 $1.76M - $1.93M
110K $2.91M
CL
Colgate Palmolive CO

Consumer Defensive
18.5K
+ 431.99%
$90.22 - $102.31 $1.67M - $1.89M
22.8K $2.07M
FNDE
Schwab Fundamental Emerging Mk

ETFs
54K
+ 197.82%
$28.89 - $33.95 $1.56M - $1.83M
81.4K $2.36M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
48.7K
+ 31.58%
$23.88 - $24.32 $1.16M - $1.18M
203K $4.86M
HYDB
Ishares Tr Edge High Yield Def

ETFs
25.1K
+ 23.19%
$46.68 - $47.95 $1.17M - $1.2M
133K $6.26M
JPM
Jpmorgan Chase & CO

Financial Services
2.79K
+ 20.71%
$205.18 - $250.29 $572K - $698K
16.2K $3.9M
JEPI
J P Morgan Exchange Traded Fd

ETFs
17.8K
+ 208.15%
$57.53 - $60.83 $1.03M - $1.08M
26.4K $1.52M
NVDA
Nvidia Corp

Technology
2.86K
+ 6.35%
$117.0 - $148.88 $334K - $425K
47.8K $6.42M
IVE
Ishares S&P 500 Value ETF

ETFs
5.71K
+ 25.1%
$189.5 - $206.17 $1.08M - $1.18M
28.5K $5.44M
VEA
Vanguard Ftse Developed Market

ETFs
22.1K
+ 90.27%
$47.57 - $52.44 $1.05M - $1.16M
46.7K $2.23M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
33.2K
+ 15.65%
N/A
245K $5.82M
DXCM
Dexcom Inc

Healthcare
8.23K
+ 135.79%
$65.68 - $81.01 $540K - $666K
14.3K $1.11M
NFLX
Netflix Inc

Communication Services
390
+ 20.61%
$687.65 - $936.56 $268K - $365K
2.28K $2.03M
GOOG
Alphabet Inc.

Communication Services
1.07K
+ 5.8%
$163.08 - $198.16 $175K - $213K
19.6K $3.72M
CRM
Salesforce, Inc.

Technology
1.47K
+ 77.15%
$270.87 - $367.87 $397K - $539K
3.36K $1.12M
MSFT
Microsoft Corp

Technology
1.99K
+ 7.44%
$406.35 - $454.46 $809K - $904K
28.8K $12.1M
TSLA
Tesla, Inc.

Consumer Cyclical
400
+ 15.57%
$213.65 - $479.86 $85.5K - $192K
2.97K $1.2M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
777
+ 8.37%
$521.84 - $558.82 $405K - $434K
10.1K $5.42M
SPY
Spdr S&P 500 ETF Trust

ETFs
286
+ 1.08%
$567.81 - $607.81 $162K - $174K
26.7K $15.6M
MRVL
Marvell Technology, Inc.

Technology
504
+ 4.52%
$70.31 - $124.78 $35.4K - $62.9K
11.6K $1.29M
IWF
Ishares Russell 1000 Gr ETF

ETFs
456
+ 4.15%
$370.24 - $418.94 $169K - $191K
11.5K $4.6M
MA
Mastercard Inc

Financial Services
787
+ 73.07%
$491.3 - $536.15 $387K - $422K
1.86K $981K
DFAS
Dimensional ETF Tr U S Small C

ETFs
5.06K
+ 0.95%
$63.58 - $71.15 $322K - $360K
540K $35.1M
PODD
Insulet Corp

Healthcare
1.53K
+ 101.32%
$227.79 - $275.7 $349K - $422K
3.04K $794K
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.45K
+ 60.72%
$174.22 - $187.62 $427K - $460K
6.49K $1.14M
AVGO
Broadcom Inc.

Technology
318
+ 6.03%
$159.67 - $250.0 $50.8K - $79.5K
5.59K $1.3M
GOOGL
Alphabet Inc.

Communication Services
775
+ 7.66%
$161.86 - $196.66 $125K - $152K
10.9K $2.06M
META
Meta Platforms, Inc.

Communication Services
519
+ 12.38%
$554.08 - $632.68 $288K - $328K
4.71K $2.78M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
24.6K
+ 2.94%
$40.38 - $44.35 $992K - $1.09M
861K $35.2M
IGV
Ishares Expanded Tech Software

ETFs
3.1K
+ 105.09%
$87.5 - $110.17 $271K - $341K
6.04K $605K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
9.57K
+ 39.36%
$44.04 - $49.49 $422K - $474K
33.9K $1.49M
DFIC
Dimensional ETF Tr Dimensional

ETFs
13.7K
+ 70.88%
$25.61 - $28.0 $351K - $384K
33.1K $855K
PH
Parker Hannifin Corp

Industrials
452
+ 43.84%
$621.74 - $709.46 $281K - $321K
1.48K $943K
HON
Honeywell International Inc

Industrials
1.09K
+ 74.71%
$202.84 - $236.0 $222K - $258K
2.56K $577K
HUBS
Hubspot Inc

Technology
241
+ 39.12%
$514.07 - $757.4 $124K - $183K
857 $597K
DHR
Danaher Corp

Healthcare
1.49K
+ 83.66%
$226.16 - $274.52 $336K - $408K
3.26K $748K
DFAE
Dimensional ETF Tr

ETFs
19.3K
+ 16.49%
$25.36 - $28.15 $489K - $543K
136K $3.46M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
9.84K
+ 5.76%
$25.0 - $25.11 $246K - $247K
181K $4.52M
SHOP
Shopify Inc.

Technology
1.35K
+ 49.41%
$78.14 - $119.49 $105K - $161K
4.08K $433K
VUG
Vanguard Growth ETF

ETFs
178
+ 3.35%
$378.79 - $428.11 $67.4K - $76.2K
5.49K $2.25M
IWS
Ishares Russell Midcap Value E

ETFs
1.67K
+ 106.02%
$128.08 - $140.32 $214K - $235K
3.25K $420K
IDXX
Idexx Laboratories Inc

Healthcare
617
+ 76.27%
$406.92 - $495.42 $251K - $306K
1.43K $589K
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.87K
+ 67.22%
$77.25 - $91.3 $144K - $171K
4.65K $397K
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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