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
GS
Goldman Sachs Group Inc

Financial Services
153
+ 18.04%
$459.02 - $510.25 $70.2K - $78.1K
1K $495K
DSI
Ishares Msci Kld 400 Social Et

ETFs
840
+ 31.32%
$97.81 - $108.79 $82.2K - $91.4K
3.52K $383K
BMY
Bristol Myers Squibb CO

Healthcare
487
+ 6.4%
$39.66 - $51.75 $19.3K - $25.2K
8.1K $419K
GOOGL
Alphabet Inc.

Communication Services
1.43K
+ 16.51%
$148.65 - $191.18 $213K - $274K
10.1K $1.68M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
754
+ 19.67%
$96.25 - $101.98 $72.6K - $76.9K
4.59K $464K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
114
+ 21.88%
$523.84 - $572.02 $59.7K - $65.2K
635 $361K
GOOG
Alphabet Inc.

Communication Services
2.08K
+ 12.68%
$149.54 - $192.66 $311K - $401K
18.5K $3.09M
A
Agilent Technologies, Inc.

Healthcare
341
+ 21.31%
$125.42 - $148.48 $42.8K - $50.6K
1.94K $288K
PG
Procter & Gamble CO

Consumer Defensive
241
+ 5.09%
$160.76 - $177.82 $38.7K - $42.9K
4.97K $861K
FCX
Freeport Mcmoran Inc

Basic Materials
1.38K
+ 32.3%
$39.52 - $51.92 $54.6K - $71.8K
5.66K $282K
MA
Mastercard Inc

Financial Services
40
+ 3.86%
$429.6 - $500.99 $17.2K - $20K
1.08K $531K
TNL
Travel & Leisure Co.

Consumer Cyclical
1.4K
+ 20.06%
$40.55 - $49.87 $56.8K - $69.8K
8.38K $386K
HUBS
Hubspot Inc

Technology
182
+ 41.94%
$450.09 - $592.58 $81.9K - $108K
616 $327K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
293
+ 1.72%
$38.03 - $42.06 $11.1K - $12.3K
17.4K $725K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
696
+ 13.19%
$81.31 - $83.29 $56.6K - $58K
5.97K $496K
ARMK
Aramark

Industrials
33
+ 0.25%
$32.37 - $38.91 $1.07K - $1.28K
13K $504K
EMNT
Pimco ETF Tr Enhanced Short Ma

ETFs
625
+ 21.74%
$98.23 - $98.97 $61.4K - $61.9K
3.5K $346K
TRMB
Trimble Inc.

Technology
597
+ 16.28%
$49.82 - $62.06 $29.7K - $37K
4.26K $264K
NUSC
Nuveen Esg Small Cap ETF

ETFs
275
+ 2.13%
$38.89 - $42.97 $10.7K - $11.8K
13.2K $564K
XLE
Energy Sector Spdr

ETFs
1.25K
+ 7.95%
$84.35 - $93.39 $105K - $117K
17K $1.49M
DFIC
Dimensional ETF Tr Dimensional

ETFs
800
+ 4.31%
$25.36 - $28.37 $20.3K - $22.7K
19.4K $544K
HDV
Ishares Core High Dividend ETF

ETFs
1
+ 0.02%
$107.62 - $118.76 $108 - $119
6.44K $756K
VUG
Vanguard Growth ETF

ETFs
10
+ 0.19%
$341.08 - $391.94 $3.41K - $3.92K
5.31K $2.04M
PKG
Packaging Corp Of America

Consumer Cyclical
7
+ 0.44%
$176.32 - $215.7 $1.23K - $1.51K
1.59K $342K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
2.95K
+ 16.77%
$11.52 - $12.52 $33.9K - $36.9K
20.5K $253K
UBS
Ubs Group Ag

Financial Services
1.07K
+ 9.09%
$27.97 - $31.42 $29.9K - $33.6K
12.8K $396K
FISV
Fiserv Inc

Technology
382
+ 16.44%
N/A
2.71K $338K
GLD
Spdr Gold Trust

ETFs
59
+ 5.24%
$215.56 - $246.98 $12.7K - $14.6K
1.19K $288K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
4.45K
+ 7.91%
$15.5 - $16.99 $68.9K - $75.5K
60.6K $1M
ADBE
Adobe Inc.

Technology
110
+ 27.85%
$508.13 - $586.55 $55.9K - $64.5K
505 $261K
BND
Vanguard Bd Index Fd Inc Total

ETFs
312
+ 6.64%
$71.45 - $75.64 $22.3K - $23.6K
5.01K $376K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
49
+ 0.71%
$66.31 - $74.08 $3.25K - $3.63K
6.94K $509K
VRT
Vertiv Holdings CO

Industrials
419
+ 6.19%
$86.66 - $86.66 $36.3K - $36.3K
7.19K $623K
WM
Waste Management Inc

Industrials
170
+ 15.22%
$196.96 - $223.45 $33.5K - $38K
1.29K $267K
APPF
Appfolio Inc

Technology
164
+ 15.85%
$204.33 - $270.02 $33.5K - $44.3K
1.2K $282K
PANW
Palo Alto Networks Inc

Technology
75
+ 6.0%
$294.18 - $368.01 $22.1K - $27.6K
1.33K $452K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
125
+ 0.67%
$49.93 - $51.15 $6.24K - $6.39K
18.7K $957K
MS
Morgan Stanley

Financial Services
69
+ 2.94%
$92.07 - $106.96 $6.35K - $7.38K
2.42K $252K
BSCV
Invesco ETF Self Indexed Fd Tr
681
+ 3.99%
$15.89 - $16.79 $10.8K - $11.4K
17.7K $295K
MRK
Merck & Co., Inc.

Healthcare
707
+ 12.46%
$111.15 - $128.97 $78.6K - $91.2K
6.38K $724K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
1
+ 0.03%
$101.72 - $112.94 $102 - $113
3.28K $370K
IVW
Ishares S&P 500 Growth ETF

ETFs
6
+ 0.1%
$84.77 - $97.13 $509 - $583
5.79K $553K
DIS
Walt Disney CO

Communication Services
398
+ 4.79%
$85.6 - $98.61 $34.1K - $39.2K
8.71K $838K
COP
Conocophillips

Energy
284
+ 13.12%
$102.3 - $116.61 $29.1K - $33.1K
2.45K $257K
Dimensional ETF Trust
13.2K
+ 6.4%
N/A
219K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
3.87K
+ 55.26%
N/A
10.9K $0
CRH.L
Crh PLC

Basic Materials
4.47K
+ 135.35%
N/A
7.78K $0
Dimensional ETF Trust
1.22K
+ 11.89%
N/A
11.5K $0
Fidelity Covington Trust
3.08K
+ 12.2%
N/A
28.3K $0
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
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