Sax Wealth Advisors, LLC Incresed Positions in Q3 2024

Sax Wealth Advisors, LLC

  • $1.11 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DFUS
Dimensional ETF Tr U S Equity

ETFs
110K
+ 3.53%
$56.04 - $62.2 $6.15M - $6.83M
3.22M $200M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
303K
+ 73.02%
$44.65 - $47.21 $13.5M - $14.3M
719K $33.6M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
92.9K
+ 1435.67%
$94.31 - $103.26 $8.76M - $9.59M
99.4K $10.2M
QUAL
Ishares Msci Usa Quality Facto

ETFs
17.8K
+ 4.71%
$162.64 - $179.3 $2.89M - $3.19M
395K $70.9M
MCD
Mcdonalds Corp

Consumer Cyclical
18.3K
+ 467.43%
$245.82 - $304.51 $4.51M - $5.59M
22.3K $6.78M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
16.5K
+ 5.79%
$178.94 - $207.0 $2.95M - $3.41M
301K $60.4M
DFAS
Dimensional ETF Tr U S Small C

ETFs
21.5K
+ 4.18%
$59.25 - $65.33 $1.27M - $1.4M
535K $34.7M
SPY
Spdr S&P 500 ETF Trust

ETFs
4.67K
+ 21.52%
$517.38 - $573.86 $2.42M - $2.68M
26.4K $15.1M
DUHP
Dimensional ETF Tr Dimensional

ETFs
40K
+ 4.35%
$30.74 - $34.07 $1.23M - $1.36M
959K $32.7M
DFAI
Dimensional ETF Tr

ETFs
51.3K
+ 7.43%
$28.69 - $32.06 $1.47M - $1.64M
741K $23.5M
DFIV
Dimensional ETF Tr

ETFs
46.2K
+ 14.59%
$34.66 - $38.38 $1.6M - $1.77M
363K $13.8M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
18.8K
+ 2.42%
$41.34 - $43.55 $778K - $819K
795K $34.3M
ITOT
Ishares Core S&P Total U.S. St

ETFs
5.05K
+ 3.48%
$113.41 - $125.62 $573K - $635K
150K $18.9M
IVV
Ishares Core S&P 500 ETF

ETFs
1.95K
+ 12.62%
$520.18 - $576.82 $1.01M - $1.13M
17.4K $10M
HYDB
Ishares Tr Edge High Yield Def

ETFs
30K
+ 38.3%
$46.14 - $48.06 $1.38M - $1.44M
108K $5.2M
DFSD
Dimensional ETF Tr Short Durat

ETFs
22K
+ 4.19%
$47.0 - $47.84 $1.04M - $1.05M
548K $26.1M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
19.1K
+ 20.72%
$47.7 - $48.54 $910K - $926K
111K $5.4M
DFAU
Dimensional ETF Tr

ETFs
943
+ 0.23%
$35.8 - $39.69 $33.8K - $37.4K
402K $16M
VTI
Vanguard Total Stock Market Et

ETFs
1.79K
+ 8.84%
$255.18 - $283.2 $457K - $507K
22.1K $6.24M
VZ
Verizon Communications Inc

Communication Services
14.7K
+ 116.15%
$38.89 - $45.0 $572K - $662K
27.4K $1.23M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
25K
+ 19.39%
$23.63 - $24.42 $592K - $611K
154K $3.76M
NVDA
Nvidia Corp

Technology
6.17K
+ 15.89%
$98.91 - $134.91 $610K - $832K
45K $5.46M
MSFT
Microsoft Corp

Technology
2.45K
+ 10.09%
$395.15 - $467.56 $969K - $1.15M
26.8K $11.5M
FNDE
Schwab Fundamental Emerging Mk

ETFs
19.2K
+ 237.5%
$28.02 - $32.68 $539K - $628K
27.3K $881K
DFAX
Dimensional ETF Tr
6.75K
+ 2.42%
$24.29 - $27.25 $164K - $184K
285K $7.71M
META
Meta Platforms, Inc.

Communication Services
663
+ 18.78%
$453.41 - $572.44 $301K - $380K
4.19K $2.4M
JPM
Jpmorgan Chase & CO

Financial Services
2.37K
+ 21.36%
$194.9 - $224.8 $462K - $533K
13.5K $2.84M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
23.1K
+ 12.23%
$23.75 - $23.75 $549K - $549K
212K $5.03M
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
7.27K
+ 28.99%
$57.22 - $64.18 $416K - $466K
32.3K $2.06M
IVE
Ishares S&P 500 Value ETF

ETFs
957
+ 4.39%
$181.06 - $197.17 $173K - $189K
22.8K $4.49M
XOM
Exxon Mobil Corp

Energy
3.96K
+ 25.59%
$109.72 - $119.0 $435K - $471K
19.4K $2.28M
VNQ
Vanguard Specialized Funds Van

ETFs
1.17K
+ 5.69%
$82.97 - $98.97 $96.8K - $115K
21.7K $2.11M
VB
Vanguard Small Cap ETF

ETFs
1.06K
+ 14.98%
$214.77 - $237.72 $227K - $251K
8.1K $1.92M
VV
Vanguard Large Cap ETF

ETFs
1.28K
+ 56.27%
$236.92 - $263.4 $303K - $337K
3.55K $934K
MRVL
Marvell Technology, Inc.

Technology
4.8K
+ 75.79%
$56.15 - $76.24 $270K - $366K
11.1K $803K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.71K
+ 73.75%
$162.83 - $179.16 $279K - $307K
4.04K $723K
WCC
Wesco International Inc

Industrials
1.92K
+ 125.95%
$149.47 - $183.24 $287K - $352K
3.45K $579K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
122
+ 1.33%
$475.2 - $527.7 $58K - $64.4K
9.28K $4.9M
IBM
International Business Machines Corp

Technology
465
+ 11.01%
$175.1 - $223.38 $81.4K - $104K
4.69K $1.04M
GE
General Electric CO

Industrials
879
+ 20.21%
$156.66 - $189.66 $138K - $167K
5.23K $985K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
2.64K
+ 8.5%
$39.95 - $45.86 $106K - $121K
33.7K $1.54M
TSLA
Tesla, Inc.

Consumer Cyclical
622
+ 31.95%
$191.76 - $263.26 $119K - $164K
2.57K $672K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
5.85K
+ 3.18%
$17.02 - $18.39 $99.6K - $108K
190K $3.46M
CRM
Salesforce, Inc.

Technology
962
+ 102.67%
$238.42 - $276.53 $229K - $266K
1.9K $519K
VT
Vanguard Total World Stk Index

ETFs
1.81K
+ 22.42%
$107.72 - $119.96 $195K - $217K
9.87K $1.18M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3.82K
+ 18.63%
$41.9 - $48.26 $160K - $184K
24.3K $1.16M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
8.73K
+ 16.26%
$24.62 - $25.59 $215K - $223K
62.4K $1.59M
AVGO
Broadcom Inc.

Technology
4.87K
+ 1207.69%
$136.27 - $1745.86 $663K - $8.5M
5.27K $909K
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
3.86K
+ 24.52%
$50.43 - $55.76 $195K - $215K
19.6K $1.09M
Activity Summary
Buys All Purchases 200 New Holdings 42 Increased Positions 158 Sells All Sells 65 Reductions 65 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Sax Wealth Advisors, LLC Portfolio

Follow Sax Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sax Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sax Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email