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
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
6.1K
+ 54.75%
$7.19 - $8.75 $43.9K - $53.4K
17.2K $150K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
650
+ 8.76%
$54.27 - $63.01 $35.3K - $41K
8.07K $505K
IGRO
Ishares Tr International Divid

ETFs
202
+ 3.03%
$66.32 - $80.17 $13.4K - $16.2K
6.86K $541K
BK
Bank Of New York Mellon Corp

Financial Services
202
+ 3.83%
$73.31 - $91.62 $14.8K - $18.5K
5.48K $499K
CFLT
Confluent, Inc.

Technology
7
+ 0.02%
$19.44 - $24.93 $136 - $175
38.1K $949K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
2.36K
+ 15.07%
$22.68 - $23.28 $53.6K - $55K
18K $419K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
47
+ 3.67%
$224.16 - $285.86 $10.5K - $13.4K
1.33K $379K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
374
+ 33.42%
$212.1 - $244.27 $79.3K - $91.4K
1.49K $326K
IYH
Ishares Tr

ETFs
1.33K
+ 24.77%
$53.97 - $60.17 $71.8K - $80K
6.7K $378K
PEG
Public Service Enterprise Group Inc

Utilities
485
+ 7.78%
$77.13 - $84.18 $37.4K - $40.8K
6.72K $565K
QCOM
Qualcomm Inc

Technology
246
+ 16.1%
$124.66 - $159.48 $30.7K - $39.2K
1.77K $282K
IWS
Ishares Russell Midcap Value E

ETFs
139
+ 3.04%
$110.58 - $132.14 $15.4K - $18.4K
4.71K $622K
IWR
Ishares Russell Mid Cap ETF

ETFs
185
+ 4.93%
$74.88 - $91.97 $13.9K - $17K
3.93K $361K
WM
Waste Management Inc

Industrials
190
+ 18.55%
$216.47 - $242.1 $41.1K - $46K
1.21K $277K
LLY
Eli Lilly & CO

Healthcare
86
+ 14.26%
$713.71 - $898.95 $61.4K - $77.3K
689 $537K
BSCV
Invesco ETF Self Indexed Fd Tr
2.06K
+ 8.87%
$15.97 - $16.53 $32.9K - $34.1K
25.3K $418K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
22
+ 3.46%
$468.22 - $566.51 $10.3K - $12.5K
657 $372K
VNQ
Vanguard Specialized Funds Van

ETFs
812
+ 2.96%
$79.79 - $91.42 $64.8K - $74.2K
28.2K $2.51M
T
At&T Inc.

Communication Services
186
+ 0.48%
$26.33 - $28.94 $4.9K - $5.38K
39.2K $1.13M
F
Ford Motor CO

Consumer Cyclical
842
+ 3.35%
$8.69 - $10.85 $7.32K - $9.14K
25.9K $281K
AMGN
Amgen Inc

Healthcare
217
+ 20.93%
$262.28 - $309.85 $56.9K - $67.2K
1.25K $350K
GILD
Gilead Sciences, Inc.

Healthcare
236
+ 10.65%
$96.91 - $113.0 $22.9K - $26.7K
2.45K $271K
GWW
W.W. Grainger, Inc.

Industrials
6
+ 2.11%
$919.93 - $1101.66 $5.52K - $6.61K
291 $302K
ICE
Intercontinental Exchange, Inc.

Financial Services
40
+ 3.31%
$151.62 - $183.47 $6.06K - $7.34K
1.25K $229K
ARCC
Ares Capital Corp

Financial Services
1.08K
+ 4.84%
$18.91 - $22.43 $20.3K - $24.1K
23.3K $511K
NUE
Nucor Corp

Basic Materials
4
+ 0.23%
$103.22 - $131.43 $413 - $526
1.77K $228K
FVD
First Tr Value Line Divid Inde

ETFs
254
+ 4.17%
$40.62 - $45.12 $10.3K - $11.5K
6.35K $283K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
450
+ 4.77%
$22.43 - $23.23 $10.1K - $10.5K
9.89K $229K
WELL
Welltower Inc.

Real Estate
29
+ 0.38%
$136.49 - $155.22 $3.96K - $4.5K
7.75K $1.19M
MTD
Mettler Toledo International Inc

Healthcare
10
+ 2.76%
$970.15 - $1216.57 $9.7K - $12.2K
372 $436K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
41
+ 0.51%
$50.36 - $50.68 $2.06K - $2.08K
8.09K $409K
Dimensional ETF Trust
35.7K
+ 16.13%
N/A
257K $0
Lam Research Corp
37
+ 0.92%
N/A
4.06K $0
Fidelity Covington Trust
4.78K
+ 4.7%
N/A
106K $0
Tko Group Holdings Inc
1
+ 0.03%
N/A
3.13K $0
Te Connectivity PLC
210
+ 12.24%
N/A
1.93K $0
Fidelity Covington Trust
12.7K
+ 23.8%
N/A
65.9K $0
Dimensional ETF Trust
16K
+ 87.02%
N/A
34.4K $0
Linde PLC
62
+ 4.8%
N/A
1.35K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
4.99K
+ 19.05%
N/A
31.2K $0
BFB
Brown Forman Corp Cl B
92
+ 0.87%
N/A
10.6K $0
Ishares Bitcoin Trust ETF
672
+ 6.27%
N/A
11.4K $0
Dimensional ETF Trust
785
+ 1.98%
N/A
40.5K $0
Rbb Fd Inc
1.67K
+ 9.44%
N/A
19.3K $0
MO
Altria Group, Inc.

Consumer Defensive
71
+ 1.41%
$55.56 - $60.91 $3.94K - $4.32K
5.12K $300K
ACN
Accenture PLC

Technology
135
+ 4.15%
$279.23 - $323.21 $37.7K - $43.6K
3.39K $1.01M
DUK
Duke Energy Corp

Utilities
29
+ 1.66%
$112.46 - $124.05 $3.26K - $3.6K
1.77K $209K
VZ
Verizon Communications Inc

Communication Services
966
+ 4.31%
$41.67 - $45.62 $40.3K - $44.1K
23.4K $1.01M
OPK
Opko Health, Inc.

Healthcare
50
+ 0.25%
$1.24 - $1.66 $62 - $83
20.2K $26K
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
Track This Portfolio

Track Sax Wealth Advisors, LLC Portfolio

Follow Sax Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sax Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sax Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email