Sax Wealth Advisors, LLC New Holdings in Q4 2024

Sax Wealth Advisors, LLC

  • $1.26 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
87.6K
New
$221.69 - $259.02 $19.4M - $22.7M
87.6K $21.9M
AVUS
American Centy ETF Tr Avantis

ETFs
146K
New
$94.36 - $102.06 $13.7M - $14.9M
146K $14.1M
AVUV
American Centy ETF Tr Avantis

ETFs
87K
New
$94.37 - $106.41 $8.21M - $9.26M
87K $8.4M
QQQ
Invesco Qqq Trust, Series 1

ETFs
12.4K
New
$481.22 - $538.17 $5.95M - $6.65M
12.4K $6.32M
AMZN
Amazon Com Inc

Consumer Cyclical
27.1K
New
$180.88 - $232.93 $4.9M - $6.32M
27.1K $5.95M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
98.6K
New
$58.46 - $65.6 $5.76M - $6.47M
98.6K $5.77M
AVDE
American Centy ETF Tr Avantis

ETFs
92.8K
New
$60.9 - $66.69 $5.65M - $6.19M
92.8K $5.69M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
9.99K
New
$442.29 - $483.08 $4.42M - $4.82M
9.99K $4.53M
PVAL
Putnam ETF Tr Putnam Focused L
88.6K
New
$36.85 - $39.99 $3.27M - $3.55M
88.6K $3.29M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
60.8K
New
$45.07 - $47.1 $2.74M - $2.86M
60.8K $2.75M
FVAL
Fidelity Covington Tr Value Fa

ETFs
32.6K
New
$60.19 - $64.39 $1.96M - $2.1M
32.6K $2M
AMAT
Applied Materials Inc

Technology
9.3K
New
$161.44 - $213.89 $1.5M - $1.99M
9.3K $1.51M
FSMO
Fidelity Covington Tr

ETFs
53.7K
New
N/A
53.7K $1.41M
ADI
Analog Devices Inc

Technology
6.57K
New
$206.35 - $236.48 $1.36M - $1.55M
6.57K $1.4M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
44.6K
New
$26.16 - $29.13 $1.17M - $1.3M
44.6K $1.17M
TTWO
Take Two Interactive Software Inc

Communication Services
6.02K
New
$147.66 - $190.46 $890K - $1.15M
6.02K $1.11M
AVEM
American Centy ETF Tr Avantis

ETFs
17.8K
New
$58.59 - $66.14 $1.04M - $1.18M
17.8K $1.05M
PHYL
Pgim ETF Tr

ETFs
25.8K
New
$34.74 - $35.59 $895K - $917K
25.8K $894K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
12.1K
New
$66.77 - $71.52 $808K - $865K
12.1K $833K
ABT
Abbott Laboratories

Healthcare
5.66K
New
$111.93 - $119.39 $634K - $676K
5.66K $640K
AXP
American Express CO

Financial Services
1.91K
New
$267.35 - $305.57 $510K - $582K
1.91K $565K
ILMN
Illumina, Inc.

Healthcare
4.2K
New
$128.99 - $155.15 $542K - $651K
4.2K $560K
BAC
Bank Of America Corp

Financial Services
12.4K
New
$39.22 - $47.77 $487K - $593K
12.4K $545K
AMD
Advanced Micro Devices Inc

Technology
4.26K
New
$118.88 - $172.8 $506K - $735K
4.26K $513K
TRV
Travelers Companies, Inc.

Financial Services
1.99K
New
$225.97 - $266.66 $449K - $530K
1.99K $479K
BA
Boeing CO

Industrials
2.64K
New
$138.14 - $180.72 $364K - $477K
2.64K $466K
RTX
Raytheon Technologies Corp

Industrials
3.74K
New
$114.45 - $127.21 $428K - $475K
3.74K $432K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
8.2K
New
$50.37 - $50.6 $413K - $415K
8.2K $413K
BK
Bank Of New York Mellon Corp

Financial Services
5.16K
New
$70.82 - $81.87 $366K - $423K
5.16K $396K
AVLV
American Centy ETF Tr Avantis
5.86K
New
$65.51 - $71.22 $384K - $417K
5.86K $391K
NVO
Novo Nordisk A S

Healthcare
4.44K
New
$85.0 - $120.04 $377K - $533K
4.44K $381K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
6.24K
New
$57.38 - $61.11 $358K - $381K
6.24K $364K
BDX
Becton Dickinson & CO

Healthcare
1.57K
New
$220.02 - $243.75 $346K - $383K
1.57K $356K
URI
United Rentals, Inc.

Industrials
478
New
$704.44 - $880.32 $337K - $421K
478 $336K
BIIB
Biogen Inc.

Healthcare
2.2K
New
$146.47 - $191.55 $323K - $422K
2.2K $336K
ISRG
Intuitive Surgical Inc

Healthcare
629
New
$471.27 - $550.62 $296K - $346K
629 $328K
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.59K
New
$178.39 - $215.0 $283K - $341K
1.59K $306K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
5.87K
New
$51.09 - $55.27 $300K - $325K
5.87K $300K
EOG
Eog Resources Inc

Energy
2.33K
New
$118.22 - $136.54 $276K - $318K
2.33K $285K
FTNT
Fortinet, Inc.

Technology
2.72K
New
$76.49 - $99.21 $208K - $270K
2.72K $256K
AMGN
Amgen Inc

Healthcare
968
New
$258.78 - $328.31 $250K - $318K
968 $252K
PLTR
Palantir Technologies Inc.

Technology
3.26K
New
$36.46 - $82.38 $119K - $269K
3.26K $246K
EPD
Enterprise Products Partners L.P.

Energy
6.87K
New
$28.66 - $34.43 $197K - $236K
6.87K $215K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
9.44K
New
$22.65 - $23.8 $214K - $225K
9.44K $214K
IYC
Ishares U.S. Consumer Discreti

ETFs
2.12K
New
$85.96 - $101.28 $183K - $215K
2.12K $204K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
3.91K
New
$51.54 - $52.55 $202K - $206K
3.91K $202K
RJF
Raymond James Financial Inc

Financial Services
1.29K
New
$123.0 - $170.1 $159K - $219K
1.29K $200K
BFB
Brown Forman Corp Cl B
10.9K
New
N/A
10.9K $0
Tko Group Holdings Inc
3.12K
New
N/A
3.12K $0
Activity Summary
Buys All Purchases 211 New Holdings 54 Increased Positions 157 Sells All Sells 83 Reductions 83 Sold out 0 Options Calls 0 Puts 0
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