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
META
Meta Platforms, Inc.

Communication Services
294
+ 6.24%
$576.36 - $736.67 $169K - $217K
5.01K $2.89M
IVW
Ishares S&P 500 Growth ETF

ETFs
1.64K
+ 28.32%
$92.45 - $106.69 $152K - $175K
7.43K $689K
CSCO
Cisco Systems, Inc.

Technology
1.23K
+ 15.49%
$58.74 - $64.87 $72K - $79.5K
9.14K $563K
URI
United Rentals, Inc.

Industrials
210
+ 43.93%
$594.17 - $789.56 $125K - $166K
688 $431K
IVE
Ishares S&P 500 Value ETF

ETFs
480
+ 1.69%
$185.78 - $198.58 $89.2K - $95.3K
29K $5.52M
IWN
Ishares Russell2000 Val ETF

ETFs
1K
+ 19.44%
$149.27 - $169.4 $149K - $170K
6.15K $928K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
1.18K
+ 18.86%
$58.32 - $65.09 $68.6K - $76.6K
7.42K $446K
HDV
Ishares Core High Dividend ETF

ETFs
156
+ 2.42%
$110.86 - $121.12 $17.3K - $18.9K
6.59K $798K
BSCU
Invesco Exc Self Ind Tr

ETFs
4.12K
+ 16.88%
$16.2 - $16.64 $66.7K - $68.5K
28.5K $473K
BSCV
Invesco ETF Self Indexed Fd Tr
4.19K
+ 22.01%
$15.87 - $16.38 $66.5K - $68.7K
23.2K $379K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
3.35K
+ 14.97%
$20.05 - $20.4 $67.1K - $68.3K
25.7K $523K
PNC
Pnc Financial Services Group, Inc.

Financial Services
568
+ 35.77%
$168.84 - $202.89 $95.9K - $115K
2.16K $378K
AMGN
Amgen Inc

Healthcare
69
+ 7.13%
$258.59 - $327.36 $17.8K - $22.6K
1.04K $323K
PLTR
Palantir Technologies Inc.

Technology
480
+ 14.71%
$64.98 - $124.62 $31.2K - $59.8K
3.74K $315K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
157
+ 16.32%
$208.48 - $244.03 $32.7K - $38.3K
1.12K $273K
IGV
Ishares Expanded Tech Software

ETFs
1.5K
+ 24.83%
$88.3 - $107.83 $133K - $162K
7.55K $671K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
3.12K
+ 12.47%
$19.43 - $19.62 $60.5K - $61.1K
28.1K $550K
PH
Parker Hannifin Corp

Industrials
171
+ 11.53%
$591.65 - $707.05 $101K - $121K
1.65K $1.01M
SHEL
Shell PLC

Energy
164
+ 3.9%
$62.84 - $73.29 $10.3K - $12K
4.37K $320K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
223
+ 3.18%
$67.08 - $76.14 $15K - $17K
7.23K $532K
NVDA
Nvidia Corp

Technology
11.9K
+ 24.97%
$106.98 - $149.43 $1.28M - $1.78M
59.8K $6.48M
ISRG
Intuitive Surgical Inc

Healthcare
143
+ 22.73%
$476.63 - $610.45 $68.2K - $87.3K
772 $382K
PEG
Public Service Enterprise Group Inc

Utilities
747
+ 13.61%
$78.2 - $90.39 $58.4K - $67.5K
6.24K $513K
PODD
Insulet Corp

Healthcare
173
+ 5.68%
$237.06 - $288.29 $41K - $49.9K
3.22K $844K
BK
Bank Of New York Mellon Corp

Financial Services
117
+ 2.27%
$75.42 - $88.95 $8.82K - $10.4K
5.28K $442K
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.41K
+ 12.3%
$360.07 - $417.26 $507K - $588K
12.9K $4.64M
BMY
Bristol Myers Squibb CO

Healthcare
307
+ 5.09%
$53.9 - $63.11 $16.5K - $19.4K
6.34K $386K
CAT
Caterpillar Inc

Industrials
356
+ 16.14%
$326.75 - $407.63 $116K - $145K
2.56K $844K
VIG
Vanguard Dividend Appreciation

ETFs
238
+ 1.63%
N/A
14.9K $2.71M
MLPX
Global X Mlp & Energy Infrastr

ETFs
395
+ 8.41%
$59.6 - $67.2 $23.5K - $26.5K
5.09K $324K
INTC
Intel Corp

Technology
210
+ 1.72%
$19.1 - $27.39 $4.01K - $5.75K
12.4K $282K
AVGO
Broadcom Inc.

Technology
2.37K
+ 42.32%
$167.43 - $244.7 $396K - $579K
7.95K $1.33M
MPC
Marathon Petroleum Corp

Energy
124
+ 4.98%
$134.72 - $159.03 $16.7K - $19.7K
2.62K $380K
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
1.11K
+ 21.34%
$38.41 - $44.06 $42.8K - $49.1K
6.33K $247K
XLF
Financial Sector Spdr

ETFs
27
+ 0.15%
$47.32 - $52.19 $1.28K - $1.41K
18.4K $918K
EPD
Enterprise Products Partners L.P.

Energy
298
+ 4.34%
$31.75 - $34.14 $9.46K - $10.2K
7.16K $244K
DFIS
Dimensional ETF Tr Dimensional

ETFs
2
+ 0.01%
$23.92 - $26.89 $47.8 - $53.8
22.6K $583K
MTD
Mettler Toledo International Inc

Healthcare
35
+ 10.7%
$1177.09 - $1390.0 $41.2K - $48.7K
362 $427K
WMT
Walmart Inc.

Consumer Defensive
579
+ 6.34%
$84.5 - $105.05 $48.9K - $60.8K
9.71K $852K
EFG
Msci Eafe Growth ETF

ETFs
8
+ 0.11%
$96.1 - $106.37 $769 - $851
7.59K $759K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
260
+ 12.83%
$333.37 - $384.99 $86.7K - $100K
2.29K $764K
TRMB
Trimble Inc.

Technology
756
+ 14.21%
$65.52 - $77.49 $49.5K - $58.6K
6.08K $399K
VBR
Vanguard Small Cap Value ETF

ETFs
276
+ 10.75%
$183.02 - $207.75 $50.5K - $57.3K
2.84K $529K
SCHV
Schwab Strategic Tr Us Large C

ETFs
142
+ 0.43%
$25.77 - $27.6 $3.66K - $3.92K
33K $878K
MS
Morgan Stanley

Financial Services
378
+ 14.08%
$111.68 - $141.08 $42.2K - $53.3K
3.06K $357K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
606
+ 3.21%
$49.25 - $50.66 $29.8K - $30.7K
19.5K $967K
AOA
Ishares Tr Core Aggressive All

ETFs
240
+ 7.02%
$75.7 - $80.01 $18.2K - $19.2K
3.66K $279K
MRK
Merck & Co., Inc.

Healthcare
993
+ 13.41%
$83.01 - $101.02 $82.4K - $100K
8.4K $753K
IWM
Ishares Russell 2000 ETF

ETFs
332
+ 13.93%
$198.1 - $229.79 $65.8K - $76.3K
2.72K $541K
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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