Sax Wealth Advisors, LLC Incresed Positions in Q1 2025

Sax Wealth Advisors, LLC

  • $1.37 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FBND
Fidelity Merrimack Str Tr Tota

ETFs
476K
+ 34.11%
$44.41 - $45.98 $21.1M - $21.9M
1.87M $85.4M
DFIV
Dimensional ETF Tr

ETFs
63.4K
+ 14.42%
$35.33 - $40.77 $2.24M - $2.58M
503K $19.8M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
56.3K
+ 57.11%
$58.04 - $65.84 $3.27M - $3.71M
155K $9.87M
DFAI
Dimensional ETF Tr

ETFs
74.2K
+ 9.89%
$28.88 - $32.4 $2.14M - $2.4M
825K $25.8M
VV
Vanguard Large Cap ETF

ETFs
13K
+ 400.19%
$253.32 - $282.66 $3.28M - $3.66M
16.2K $4.16M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
56.2K
+ 73.51%
$50.87 - $51.09 $2.86M - $2.87M
133K $6.77M
IVV
Ishares Core S&P 500 ETF

ETFs
5.76K
+ 33.59%
$554.06 - $615.85 $3.19M - $3.55M
22.9K $12.9M
PVAL
Putnam ETF Tr Putnam Focused L
67.4K
+ 76.07%
$36.8 - $39.59 $2.48M - $2.67M
156K $5.94M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
48K
+ 78.93%
$44.72 - $46.25 $2.15M - $2.22M
109K $5.01M
BND
Vanguard Bd Index Fd Inc Total

ETFs
29.8K
+ 807.79%
$71.17 - $73.66 $2.12M - $2.19M
33.5K $2.46M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4.53K
+ 45.03%
$507.05 - $563.67 $2.3M - $2.55M
14.6K $7.5M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.24K
+ 22.44%
$442.66 - $534.52 $992K - $1.2M
12.2K $6.51M
FNDE
Schwab Fundamental Emerging Mk

ETFs
58.2K
+ 71.52%
$28.11 - $32.0 $1.64M - $1.86M
140K $4.3M
QUAL
Ishares Msci Usa Quality Facto

ETFs
29.1K
+ 6.25%
$168.16 - $186.21 $4.89M - $5.42M
495K $84.5M
FVAL
Fidelity Covington Tr Value Fa

ETFs
26.6K
+ 81.57%
$58.79 - $65.0 $1.56M - $1.73M
59.2K $3.53M
VEA
Vanguard Ftse Developed Market

ETFs
26.3K
+ 56.38%
$47.4 - $52.99 $1.25M - $1.39M
73K $3.71M
MA
Mastercard Inc

Financial Services
2.26K
+ 121.41%
$504.67 - $576.31 $1.14M - $1.3M
4.13K $2.26M
FSMO
Fidelity Covington Tr

ETFs
47.9K
+ 89.04%
N/A
102K $2.67M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
11.4K
+ 135.49%
$113.22 - $126.36 $1.29M - $1.44M
19.8K $2.28M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
38.4K
+ 85.56%
$39.97 - $48.7 $1.53M - $1.87M
83.3K $3.33M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
11.3K
+ 222.6%
$95.85 - $99.25 $1.09M - $1.13M
16.4K $1.63M
HYDB
Ishares Tr Edge High Yield Def

ETFs
23.8K
+ 17.85%
$46.82 - $47.8 $1.11M - $1.14M
157K $7.39M
SCHX
Schwab Strategic Tr Us Large C

ETFs
49.2K
+ 395.01%
$21.75 - $24.28 $1.07M - $1.19M
61.7K $1.36M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
17.9K
+ 18.1%
$89.18 - $104.04 $1.59M - $1.86M
116K $10.7M
JEPI
J P Morgan Exchange Traded Fd

ETFs
16.6K
+ 62.85%
$56.17 - $59.71 $932K - $991K
43K $2.46M
JNJ
Johnson & Johnson

Healthcare
3.15K
+ 16.63%
$142.06 - $167.7 $447K - $528K
22.1K $3.66M
VUG
Vanguard Growth ETF

ETFs
3.08K
+ 56.15%
$369.1 - $427.61 $1.14M - $1.32M
8.57K $3.18M
PEP
Pepsico Inc

Consumer Defensive
6.18K
+ 134.12%
$142.64 - $156.42 $882K - $967K
10.8K $1.62M
HD
Home Depot, Inc.

Consumer Cyclical
2.55K
+ 113.85%
$347.25 - $424.87 $885K - $1.08M
4.79K $1.75M
GOOGL
Alphabet Inc.

Communication Services
8.01K
+ 73.5%
$154.33 - $206.19 $1.24M - $1.65M
18.9K $2.92M
NEE
Nextera Energy Inc

Utilities
12.1K
+ 254.95%
$66.96 - $76.16 $807K - $918K
16.8K $1.19M
JPM
Jpmorgan Chase & CO

Financial Services
3.05K
+ 18.75%
$225.19 - $279.95 $686K - $853K
19.3K $4.73M
DSI
Ishares Msci Kld 400 Social Et

ETFs
8.3K
+ 228.07%
$101.98 - $115.66 $846K - $959K
11.9K $1.22M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
33.6K
+ 13.72%
N/A
279K $6.62M
CVX
Chevron Corp

Energy
3.87K
+ 73.72%
$146.71 - $167.97 $567K - $649K
9.11K $1.52M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
29.7K
+ 14.64%
$23.9 - $24.18 $710K - $718K
233K $5.62M
PHYL
Pgim ETF Tr

ETFs
21.5K
+ 83.42%
$34.67 - $35.44 $745K - $761K
47.2K $1.64M
USFR
Wisdomtree Floating Rate Treas

ETFs
14.9K
+ 185.34%
$50.29 - $50.5 $748K - $751K
22.9K $1.15M
OEF
Ishares S&P 100 ETF

ETFs
2.71K
+ 307.6%
N/A
3.59K $955K
PM
Philip Morris International Inc.

Consumer Defensive
3K
+ 51.26%
$117.15 - $158.79 $352K - $477K
8.86K $1.41M
XOM
Exxon Mobil Corp

Energy
3.61K
+ 17.13%
$105.44 - $118.93 $381K - $429K
24.7K $2.94M
GLD
Spdr Gold Trust

ETFs
2.02K
+ 170.15%
$243.19 - $288.14 $491K - $581K
3.2K $923K
DFAE
Dimensional ETF Tr

ETFs
21.8K
+ 15.97%
$24.64 - $26.86 $536K - $585K
158K $4.09M
MCD
Mcdonalds Corp

Consumer Cyclical
137
+ 0.58%
$279.74 - $321.29 $38.3K - $44K
23.8K $7.45M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
21.1K
+ 19.52%
$24.79 - $25.26 $522K - $532K
129K $3.26M
VNQ
Vanguard Specialized Funds Van

ETFs
5.75K
+ 26.58%
$85.55 - $94.34 $492K - $543K
27.4K $2.48M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
6.84K
+ 141.13%
$77.7 - $78.94 $531K - $540K
11.7K $922K
VTI
Vanguard Total Stock Market Et

ETFs
3.28K
+ 11.98%
$271.18 - $303.12 $891K - $995K
30.7K $8.43M
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.9K
+ 44.75%
$169.43 - $182.84 $492K - $531K
9.39K $1.63M
Activity Summary
Buys All Purchases 261 New Holdings 61 Increased Positions 200 Sells All Sells 69 Reductions 69 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