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
BDX
Becton Dickinson & CO

Healthcare
43
+ 2.74%
$222.79 - $249.08 $9.58K - $10.7K
1.62K $369K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
246
+ 7.6%
$108.02 - $120.45 $26.6K - $29.6K
3.48K $383K
NUE
Nucor Corp

Basic Materials
31
+ 1.79%
$114.48 - $142.52 $3.55K - $4.42K
1.76K $212K
VCIT
Vanguard Intermediate Term Cor

ETFs
69
+ 2.2%
$79.17 - $82.04 $5.46K - $5.66K
3.2K $261K
TMO
Thermo Fisher Scientific Inc.

Healthcare
33
+ 5.57%
$497.6 - $606.74 $16.4K - $20K
625 $311K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
62
+ 1.06%
$49.78 - $53.19 $3.09K - $3.3K
5.93K $303K
Fidelity Covington Trust
33.7K
+ 49.58%
N/A
102K $0
Fidelity Covington Trust
9.76K
+ 22.43%
N/A
53.3K $0
Dimensional ETF Trust
16.5K
+ 71.4%
N/A
39.7K $0
Te Connectivity PLC
49
+ 2.94%
N/A
1.72K $0
Tko Group Holdings Inc
9
+ 0.29%
N/A
3.12K $0
Ishares Bitcoin Trust ETF
4.96K
+ 86.21%
N/A
10.7K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
3.57K
+ 15.79%
N/A
26.2K $0
Dimensional ETF Trust
6.29K
+ 51.89%
N/A
18.4K $0
Dimensional ETF Trust
14.1K
+ 6.8%
N/A
221K $0
EAOA
Ishares Esg Aware Aggressive A

Technology
42
+ 0.55%
$35.04 - $37.29 $1.47K - $1.57K
7.69K $272K
DIS
Walt Disney CO

Communication Services
954
+ 12.24%
$96.87 - $114.0 $92.4K - $109K
8.75K $863K
PFE
Pfizer Inc

Healthcare
304
+ 2.76%
$25.01 - $27.13 $7.6K - $8.25K
11.3K $286K
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.29K
+ 27.62%
$65.15 - $91.81 $83.7K - $118K
5.94K $387K
BAC
Bank Of America Corp

Financial Services
322
+ 2.59%
$39.61 - $47.74 $12.8K - $15.4K
12.7K $531K
SPMD
Spdr Portfolio

ETFs
166
+ 2.65%
$50.21 - $57.73 $8.33K - $9.58K
6.44K $329K
IWV
Ishares Russell 3000 ETF

ETFs
455
+ 4.76%
$313.1 - $349.83 $142K - $159K
10K $3.18M
NDAQ
Nasdaq, Inc.

Financial Services
144
+ 0.48%
$72.17 - $83.76 $10.4K - $12.1K
30.1K $2.28M
PANW
Palo Alto Networks Inc

Technology
9
+ 0.29%
$167.82 - $208.28 $1.51K - $1.87K
3.11K $530K
AXP
American Express CO

Financial Services
70
+ 3.67%
$255.39 - $325.87 $17.9K - $22.8K
1.98K $531K
BIIB
Biogen Inc.

Healthcare
7
+ 0.32%
$133.43 - $153.27 $934 - $1.07K
2.21K $302K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
3.48K
+ 1.82%
$16.76 - $17.69 $58.4K - $61.6K
195K $3.27M
PKG
Packaging Corp Of America

Consumer Cyclical
12
+ 0.75%
$192.03 - $242.13 $2.3K - $2.91K
1.61K $317K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
154
+ 6.86%
$165.25 - $224.62 $25.4K - $34.6K
2.4K $398K
ADI
Analog Devices Inc

Technology
108
+ 1.64%
$201.56 - $243.82 $21.8K - $26.3K
6.68K $1.35M
AMAT
Applied Materials Inc

Technology
764
+ 8.22%
$145.06 - $195.51 $111K - $149K
10.1K $1.46M
DHR
Danaher Corp

Healthcare
133
+ 4.08%
$201.62 - $250.59 $26.8K - $33.3K
3.39K $695K
IWP
Ishares Russell Mid Cap Growth

ETFs
394
+ 3.69%
$114.9 - $139.6 $45.3K - $55K
11.1K $1.3M
IYW
Ishares Dj Us Tech ETF

ETFs
96
+ 2.71%
$140.44 - $166.79 $13.5K - $16K
3.63K $510K
DXCM
Dexcom Inc

Healthcare
853
+ 5.97%
$67.74 - $90.75 $57.8K - $77.4K
15.1K $1.03M
ORCL
Oracle Corp

Technology
110
+ 2.76%
$139.81 - $186.47 $15.4K - $20.5K
4.1K $572K
AVUS
American Centy ETF Tr Avantis

ETFs
5.74K
+ 3.94%
$90.7 - $101.57 $521K - $583K
151K $14M
BX
Blackstone Inc.

Financial Services
34
+ 0.56%
$136.53 - $186.74 $4.64K - $6.35K
6.08K $849K
CRM
Salesforce, Inc.

Technology
31
+ 0.92%
$268.36 - $359.95 $8.32K - $11.2K
3.4K $911K
XLK
Technology Sector Spdr

ETFs
369
+ 2.7%
$206.38 - $242.18 $76.2K - $89.4K
14K $2.9M
TSLA
Tesla, Inc.

Consumer Cyclical
453
+ 15.26%
$222.15 - $428.22 $101K - $194K
3.42K $886K
SPY
Spdr S&P 500 ETF Trust

ETFs
603
+ 2.26%
$551.42 - $612.93 $333K - $370K
27.3K $15.2M
MRVL
Marvell Technology, Inc.

Technology
2.22K
+ 19.06%
$61.57 - $126.06 $137K - $280K
13.9K $853K
AMZN
Amazon Com Inc

Consumer Cyclical
810
+ 2.99%
$190.26 - $242.06 $154K - $196K
27.9K $5.31M
DFAS
Dimensional ETF Tr U S Small C

ETFs
13.1K
+ 2.42%
$58.81 - $68.2 $769K - $891K
553K $33M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
5.27K
+ 0.85%
$57.21 - $65.8 $301K - $347K
626K $36.5M
AAPL
Apple Inc.

Technology
1.22K
+ 1.4%
$209.68 - $247.1 $256K - $302K
88.8K $19.7M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
17.4K
+ 5.04%
$192.82 - $222.1 $3.35M - $3.86M
362K $69.9M
DFUS
Dimensional ETF Tr U S Equity

ETFs
129K
+ 3.95%
$59.61 - $66.71 $7.7M - $8.62M
3.4M $206M
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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