Sax Wealth Advisors, LLC Incresed Positions in Q2 2025

Sax Wealth Advisors, LLC

  • $1.63 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SYK
Stryker Corp

Healthcare
2.02K
+ 329.64%
$337.37 - $395.63 $683K - $801K
2.64K $1.04M
IGV
Ishares Expanded Tech Software

ETFs
6.02K
+ 79.83%
$80.15 - $109.5 $483K - $660K
13.6K $1.49M
IYW
Ishares Dj Us Tech ETF

ETFs
3.99K
+ 109.88%
$122.57 - $173.27 $489K - $692K
7.63K $1.32M
DISV
Dimensional ETF Tr Dimensional

ETFs
10.9K
+ 9.64%
$25.93 - $32.91 $284K - $360K
124K $4.09M
IVE
Ishares S&P 500 Value ETF

ETFs
3.01K
+ 10.38%
$168.34 - $195.42 $506K - $587K
32K $6.25M
AVUV
American Centy ETF Tr Avantis

ETFs
3.09K
+ 3.04%
$75.17 - $91.21 $232K - $282K
105K $9.53M
TSLA
Tesla, Inc.

Consumer Cyclical
1.37K
+ 40.12%
$221.86 - $362.89 $305K - $498K
4.8K $1.52M
BAC
Bank Of America Corp

Financial Services
11.9K
+ 93.58%
$34.39 - $47.46 $410K - $566K
24.7K $1.17M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
15.5K
+ 28.86%
$23.66 - $29.99 $367K - $466K
69.3K $2.08M
EFG
Msci Eafe Growth ETF

ETFs
4.65K
+ 61.24%
$89.8 - $112.0 $417K - $521K
12.2K $1.37M
NOW
Service Now, Inc.

Technology
529
+ 196.65%
$721.65 - $1040.18 $382K - $550K
798 $820K
MUB
Ishares National Muni Bond ETF

ETFs
5.9K
+ 38.78%
$102.31 - $105.8 $604K - $624K
21.1K $2.21M
PHYL
Pgim ETF Tr

ETFs
15.6K
+ 32.95%
$33.41 - $35.49 $520K - $552K
62.8K $2.23M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
5.8K
+ 161.97%
$90.85 - $102.31 $527K - $593K
9.38K $944K
IWV
Ishares Russell 3000 ETF

ETFs
660
+ 6.59%
$281.67 - $351.0 $186K - $232K
10.7K $3.75M
MRK
Merck & Co., Inc.

Healthcare
8.23K
+ 97.95%
$73.47 - $87.12 $604K - $717K
16.6K $1.32M
WFC
Wells Fargo & Company

Financial Services
6.29K
+ 162.5%
$60.98 - $80.12 $383K - $504K
10.2K $813K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
34.3K
+ 43.87%
$13.96 - $16.51 $479K - $566K
112K $1.83M
LQD
Ishares Iboxx $ Investment Gra

ETFs
4.33K
+ 8.63%
$105.23 - $109.61 $455K - $474K
54.5K $5.97M
MRVL
Marvell Technology, Inc.

Technology
3.49K
+ 25.2%
$49.38 - $79.97 $173K - $279K
17.4K $1.34M
AMAT
Applied Materials Inc

Technology
395
+ 3.92%
$126.95 - $183.52 $50.1K - $72.5K
10.5K $1.91M
JEPI
J P Morgan Exchange Traded Fd

ETFs
8.17K
+ 19.01%
$51.14 - $57.0 $418K - $466K
51.2K $2.91M
GE
General Electric CO

Industrials
112
+ 1.52%
$166.81 - $257.39 $18.7K - $28.8K
7.5K $1.93M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
5.38K
+ 129.66%
$72.12 - $76.23 $388K - $410K
9.53K $723K
JCI
Johnson Controls International PLC

Industrials
765
+ 6.0%
$71.14 - $105.62 $54.4K - $80.8K
13.5K $1.43M
FSMO
Fidelity Covington Tr

ETFs
15.2K
+ 14.96%
N/A
117K $3.07M
CRM
Salesforce, Inc.

Technology
1.38K
+ 40.59%
$236.26 - $291.15 $326K - $401K
4.77K $1.3M
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.78K
+ 15.23%
$72.96 - $90.39 $203K - $251K
21K $1.88M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
8.35K
+ 115.35%
$45.07 - $52.57 $376K - $439K
15.6K $761K
BX
Blackstone Inc.

Financial Services
2.12K
+ 34.96%
$120.07 - $151.11 $255K - $321K
8.2K $1.23M
IEFA
Ishares Tr

ETFs
1.97K
+ 7.63%
$67.83 - $84.09 $133K - $165K
27.7K $2.31M
SCHX
Schwab Strategic Tr Us Large C

ETFs
8.64K
+ 14.01%
$19.6 - $24.44 $169K - $211K
70.3K $1.72M
DIS
Walt Disney CO

Communication Services
1.06K
+ 12.17%
$81.72 - $124.01 $87K - $132K
9.81K $1.22M
ORCL
Oracle Corp

Technology
104
+ 2.54%
$122.82 - $218.63 $12.8K - $22.7K
4.2K $918K
TMO
Thermo Fisher Scientific Inc.

Healthcare
954
+ 152.64%
$390.26 - $489.06 $372K - $467K
1.58K $640K
IBM
International Business Machines Corp

Technology
222
+ 4.01%
$221.03 - $294.78 $49.1K - $65.4K
5.76K $1.7M
IWP
Ishares Russell Mid Cap Growth

ETFs
318
+ 2.87%
$104.34 - $138.68 $33.2K - $44.1K
11.4K $1.58M
PODD
Insulet Corp

Healthcare
357
+ 11.1%
$238.57 - $327.47 $85.2K - $117K
3.57K $1.12M
UBER
Uber Technologies, Inc

Technology
1.12K
+ 13.52%
$64.62 - $93.3 $72.2K - $104K
9.38K $874K
MA
Mastercard Inc

Financial Services
381
+ 9.23%
$479.92 - $590.74 $183K - $225K
4.51K $2.53M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2.2K
+ 13.82%
$55.54 - $69.09 $122K - $152K
18.1K $1.25M
HUBS
Hubspot Inc

Technology
505
+ 40.02%
$487.07 - $672.24 $246K - $339K
1.77K $983K
HYG
Ishares Tr

ETFs
3.08K
+ 52.82%
$75.75 - $80.65 $233K - $248K
8.91K $718K
PM
Philip Morris International Inc.

Consumer Defensive
278
+ 3.14%
$149.23 - $184.95 $41.5K - $51.4K
9.14K $1.66M
SUB
Ishares Short Term National Mu

ETFs
2.37K
+ 49.01%
$104.77 - $106.34 $249K - $252K
7.22K $767K
DSI
Ishares Msci Kld 400 Social Et

ETFs
764
+ 6.4%
$91.62 - $116.16 $70K - $88.7K
12.7K $1.47M
IDXX
Idexx Laboratories Inc

Healthcare
158
+ 11.53%
$361.04 - $536.34 $57K - $84.7K
1.53K $819K
VEU
Vanguard Ftse All World Ex Us

ETFs
168
+ 0.49%
$54.19 - $67.22 $9.1K - $11.3K
34.5K $2.32M
TJX
Tjx Companies Inc

Consumer Cyclical
1.86K
+ 96.27%
$119.13 - $135.03 $222K - $251K
3.79K $468K
Activity Summary
Buys All Purchases 277 New Holdings 67 Increased Positions 210 Sells All Sells 115 Reductions 115 Sold out 0 Options Calls 0 Puts 0
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