Sax Wealth Advisors, LLC New Holdings in Q3 2024

Sax Wealth Advisors, LLC

  • $1.11 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
LQD
Ishares Iboxx $ Investment Gra

ETFs
44.2K
New
$106.11 - $113.72 $4.69M - $5.03M
44.2K $5M
NDAQ
Nasdaq, Inc.

Financial Services
31.2K
New
$59.48 - $74.31 $1.85M - $2.32M
31.2K $2.28M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
6.99K
New
$100.3 - $100.74 $701K - $704K
6.99K $704K
PH
Parker Hannifin Corp

Industrials
1.03K
New
$501.01 - $635.92 $517K - $656K
1.03K $651K
ETJ
Eaton Vance Risk Managed Diversified Equity Income Fund

Financial Services
59K
New
$8.4 - $9.19 $496K - $542K
59K $541K
PAAS
Pan American Silver Corp

Basic Materials
17K
New
$18.58 - $24.18 $317K - $412K
17K $355K
DOW
Dow Inc.

Basic Materials
6.13K
New
$50.15 - $55.41 $307K - $339K
6.13K $334K
MGK
Vanguard Mega Cap Growth ETF

ETFs
973
New
$285.48 - $330.24 $278K - $321K
973 $313K
F
Ford Motor CO

Consumer Cyclical
27.9K
New
$9.71 - $14.55 $271K - $407K
27.9K $295K
UBER
Uber Technologies, Inc

Technology
3.68K
New
$58.48 - $77.47 $215K - $285K
3.68K $276K
IGV
Ishares Expanded Tech Software

ETFs
2.95K
New
$77.94 - $89.37 $230K - $263K
2.95K $263K
SCHC
Schwab Strategic Tr Intl Small

ETFs
6.8K
New
$34.48 - $38.87 $234K - $264K
6.8K $262K
INDA
Ishares Msci India Index Fund

ETFs
4.38K
New
$54.86 - $59.22 $240K - $259K
4.38K $256K
SMIN
Ishares Msci India Small Cap I

ETFs
2.99K
New
$79.48 - $86.97 $237K - $260K
2.99K $256K
DE
Deere & CO

Industrials
605
New
$344.84 - $418.0 $209K - $253K
605 $252K
NEE
Nextera Energy Inc

Utilities
2.97K
New
$69.9 - $84.97 $207K - $252K
2.97K $250K
ICE
Intercontinental Exchange, Inc.

Financial Services
1.53K
New
$136.93 - $162.81 $209K - $249K
1.53K $245K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
2.3K
New
$95.1 - $106.76 $219K - $245K
2.3K $245K
ROST
Ross Stores, Inc.

Consumer Cyclical
1.58K
New
$136.06 - $155.24 $215K - $245K
1.58K $237K
TJX
Tjx Companies Inc

Consumer Cyclical
2.02K
New
$107.93 - $120.23 $218K - $243K
2.02K $237K
TPL
Texas Pacific Land Corp

Energy
268
New
$724.86 - $952.13 $194K - $255K
268 $236K
OEF
Ishares S&P 100 ETF

ETFs
881
New
$266.03 - $266.03 $234K - $234K
881 $234K
HYG
Ishares Tr

ETFs
2.86K
New
$76.72 - $80.36 $220K - $230K
2.86K $229K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
212
New
$1024.09 - $1201.76 $217K - $255K
212 $222K
MLPX
Global X Mlp & Energy Infrastr

ETFs
4.08K
New
$50.37 - $55.21 $206K - $225K
4.08K $222K
UNP
Union Pacific Corp

Industrials
898
New
$221.78 - $256.09 $199K - $230K
898 $221K
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
5.22K
New
$38.71 - $42.43 $202K - $221K
5.22K $220K
SHOP
Shopify Inc.

Technology
2.73K
New
$52.26 - $80.75 $143K - $220K
2.73K $218K
PYPL
Pay Pal Holdings, Inc.

Financial Services
2.78K
New
$57.22 - $80.08 $159K - $223K
2.78K $217K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
944
New
$210.25 - $231.86 $198K - $219K
944 $210K
IWS
Ishares Russell Midcap Value E

ETFs
1.58K
New
$119.52 - $132.25 $189K - $209K
1.58K $208K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
4.39K
New
$44.66 - $49.15 $196K - $216K
4.39K $207K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
1.64K
New
$113.45 - $126.18 $186K - $207K
1.64K $206K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
4.64K
New
$40.48 - $45.39 $188K - $210K
4.64K $203K
SCHX
Schwab Strategic Tr Us Large C

ETFs
2.99K
New
$61.11 - $67.85 $183K - $203K
2.99K $203K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
2.33K
New
$77.23 - $87.97 $180K - $205K
2.33K $202K
ICLN
Ishares

ETFs
12.5K
New
$13.26 - $14.77 $166K - $185K
12.5K $183K
JQC
Nuveen Credit Strategies Income Fund

Financial Services
27.2K
New
$5.44 - $5.91 $148K - $161K
27.2K $157K
IGD
Voya Global Equity Dividend & Premium Opportunity Fund

Financial Services
21K
New
$5.1 - $5.68 $107K - $119K
21K $118K
Te Connectivity PLC
1.66K
New
N/A
1.66K $0
Dimensional ETF Trust
7.84K
New
N/A
7.84K $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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