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
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
18K
+ 9.96%
$25.05 - $25.16 $451K - $453K
199K $4.99M
LQD
Ishares Iboxx $ Investment Gra

ETFs
3.49K
+ 7.48%
$105.1 - $109.61 $367K - $383K
50.1K $5.45M
AVUV
American Centy ETF Tr Avantis

ETFs
14.5K
+ 16.67%
$84.95 - $100.62 $1.23M - $1.46M
102K $8.85M
GE
General Electric CO

Industrials
1.19K
+ 19.21%
$168.59 - $212.13 $201K - $252K
7.38K $1.48M
DVY
Ishares Tr

ETFs
2.9K
+ 18.38%
$128.58 - $138.1 $373K - $401K
18.7K $2.51M
DISV
Dimensional ETF Tr Dimensional

ETFs
3.77K
+ 3.44%
$26.09 - $30.21 $98.4K - $114K
113K $3.3M
IBM
International Business Machines Corp

Technology
982
+ 21.58%
$217.4 - $264.74 $213K - $260K
5.53K $1.38M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
5.99K
+ 49.5%
$64.88 - $72.1 $388K - $432K
18.1K $1.19M
EFA
Ishares Tr Msci Eafe ETF

ETFs
3.18K
+ 21.08%
$74.85 - $84.89 $238K - $270K
18.3K $1.49M
ABBV
Abb Vie Inc.

Healthcare
476
+ 7.22%
$169.2 - $216.66 $80.5K - $103K
7.07K $1.48M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
9.21K
+ 20.65%
$25.44 - $27.95 $234K - $257K
53.8K $1.46M
JCI
Johnson Controls International PLC

Industrials
3.26K
+ 34.38%
$76.12 - $90.6 $248K - $295K
12.7K $1.02M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
15.4K
+ 24.46%
$16.18 - $17.82 $249K - $274K
78.2K $1.31M
UBER
Uber Technologies, Inc

Technology
2.63K
+ 46.6%
$63.17 - $81.49 $166K - $214K
8.26K $601K
IWD
Ishares Russell 1000 Val ETF

ETFs
1.26K
+ 15.89%
$182.82 - $196.21 $230K - $247K
9.17K $1.73M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
8.69K
+ 117.03%
$27.01 - $28.54 $235K - $248K
16.1K $450K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.37K
+ 12.91%
$42.5 - $46.71 $186K - $204K
38.3K $1.73M
HYG
Ishares Tr

ETFs
2.77K
+ 90.37%
$78.51 - $80.11 $217K - $222K
5.83K $460K
LLY
Eli Lilly & CO

Healthcare
235
+ 63.86%
$725.72 - $929.72 $171K - $218K
603 $498K
VO
Vanguard Mid Cap ETF

ETFs
937
+ 15.72%
$251.87 - $277.95 $236K - $260K
6.9K $1.78M
SCHW
Schwab Charles Corp

Financial Services
2.24K
+ 35.31%
$71.24 - $83.64 $160K - $187K
8.58K $671K
VT
Vanguard Total World Stk Index

ETFs
1.85K
+ 18.22%
$115.08 - $123.97 $212K - $229K
12K $1.39M
VTV
Vanguard Value ETF

ETFs
529
+ 1.7%
$167.73 - $179.21 $88.7K - $94.8K
31.6K $5.46M
NFLX
Netflix Inc

Communication Services
106
+ 4.65%
$828.4 - $1058.6 $87.8K - $112K
2.39K $2.23M
EOG
Eog Resources Inc

Energy
1.3K
+ 55.79%
$120.54 - $138.05 $157K - $180K
3.63K $465K
ABT
Abbott Laboratories

Healthcare
442
+ 7.81%
$111.1 - $140.22 $49.1K - $62K
6.1K $809K
SHOP
Shopify Inc.

Technology
2.2K
+ 53.85%
$90.59 - $129.31 $199K - $284K
6.27K $598K
IEFA
Ishares Tr

ETFs
389
+ 1.53%
$69.57 - $78.65 $27.1K - $30.6K
25.7K $1.95M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.92K
+ 36.55%
$81.83 - $82.73 $157K - $159K
7.17K $592K
V
Visa Inc.

Financial Services
234
+ 10.34%
$306.92 - $362.71 $71.8K - $84.9K
2.5K $875K
IWS
Ishares Russell Midcap Value E

ETFs
1.32K
+ 40.61%
$122.59 - $135.24 $162K - $179K
4.57K $576K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
2.61K
+ 8.39%
$42.18 - $45.16 $110K - $118K
33.7K $1.49M
GS
Goldman Sachs Group Inc

Financial Services
316
+ 31.1%
$524.81 - $672.19 $166K - $212K
1.33K $727K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
1.51K
+ 9.72%
$59.28 - $66.1 $89.5K - $99.7K
17K $1.08M
DFAU
Dimensional ETF Tr

ETFs
23K
+ 6.33%
$37.84 - $42.29 $869K - $971K
386K $14.8M
CL
Colgate Palmolive CO

Consumer Defensive
796
+ 3.5%
$85.68 - $97.5 $68.2K - $77.6K
23.6K $2.21M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1K
+ 24.52%
$126.11 - $135.06 $126K - $135K
5.08K $655K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
2.17K
+ 42.81%
$48.65 - $53.06 $106K - $115K
7.24K $375K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
2.35K
+ 60.14%
$51.52 - $52.37 $121K - $123K
6.26K $327K
SUB
Ishares Short Term National Mu

ETFs
1.18K
+ 32.35%
$105.3 - $106.24 $125K - $126K
4.84K $511K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
1.16K
+ 48.2%
$97.38 - $104.52 $113K - $122K
3.58K $365K
HUBS
Hubspot Inc

Technology
405
+ 47.26%
$571.29 - $819.71 $231K - $332K
1.26K $720K
COST
Costco Wholesale Corp

Consumer Defensive
87
+ 6.57%
$890.62 - $1076.86 $77.5K - $93.7K
1.41K $1.34M
TPL
Texas Pacific Land Corp

Energy
46
+ 16.85%
$1180.08 - $1431.01 $54.3K - $65.8K
319 $422K
PG
Procter & Gamble CO

Consumer Defensive
605
+ 12.13%
$158.56 - $176.26 $95.9K - $107K
5.59K $953K
HCA
Hca Healthcare, Inc.

Healthcare
187
+ 18.78%
$296.7 - $345.55 $55.5K - $64.6K
1.18K $408K
DGRO
Ishares Core Dividend Growth E

ETFs
1.71K
+ 26.07%
$60.46 - $64.42 $103K - $110K
8.28K $511K
VPU
Vanguard Utilities ETF

ETFs
359
+ 5.9%
$161.24 - $173.33 $57.9K - $62.2K
6.45K $1.1M
UBS
Ubs Group Ag

Financial Services
3.38K
+ 29.97%
$30.28 - $35.78 $102K - $121K
14.6K $448K
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
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