Sax Wealth Advisors, LLC New Holdings in Q2 2025

Sax Wealth Advisors, LLC

  • $1.63 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AVMU
American Centy ETF Travantis C

ETFs
67.7K
New
$43.44 - $45.67 $2.94M - $3.09M
67.7K $3.03M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
30.9K
New
$43.53 - $54.46 $1.34M - $1.68M
30.9K $1.68M
VGT
Vanguard Information Technolog

ETFs
1.96K
New
$470.37 - $663.28 $922K - $1.3M
1.96K $1.3M
GSUS
Goldman Sachs ETF Tr Marketbet

ETFs
13.7K
New
$68.32 - $85.57 $934K - $1.17M
13.7K $1.17M
RTX
Raytheon Technologies Corp

Industrials
5.89K
New
$113.75 - $148.48 $670K - $875K
5.89K $860K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
3.98K
New
$139.8 - $197.22 $557K - $785K
3.98K $785K
PZT
Invesco ETF Tr Ii N Y Amt Fre

ETFs
36.1K
New
$21.12 - $22.45 $763K - $811K
36.1K $781K
CME
Cme Group Inc.

Financial Services
2.35K
New
$252.37 - $290.71 $594K - $684K
2.35K $648K
FTNT
Fortinet, Inc.

Technology
6.08K
New
$84.71 - $108.69 $515K - $661K
6.08K $642K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
14.4K
New
$43.63 - $45.4 $628K - $653K
14.4K $642K
XLP
Consumer Staples Sector Spdr

ETFs
7.59K
New
N/A
7.59K $577K
TRV
Travelers Companies, Inc.

Financial Services
2.07K
New
$233.83 - $276.34 $484K - $572K
2.07K $554K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
8.09K
New
$50.08 - $63.14 $405K - $511K
8.09K $510K
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.48K
New
$272.36 - $339.57 $403K - $502K
1.48K $501K
MBB
Ishares Tr

ETFs
5.29K
New
$91.41 - $94.22 $483K - $498K
5.29K $496K
BKNG
Booking Holdings Inc.

Consumer Cyclical
82
New
$4164.15 - $5789.24 $341K - $475K
82 $474K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
4.55K
New
$97.29 - $105.63 $443K - $481K
4.55K $462K
RY
Royal Bank Of Canada

Financial Services
3.32K
New
$108.36 - $131.55 $360K - $437K
3.32K $436K
SCHG
Schwab Strategic Tr Us Large C

ETFs
13.7K
New
$22.27 - $29.21 $304K - $399K
13.7K $399K
IBMO
Ishares Tr Ibonds December 202

ETFs
15K
New
$25.32 - $25.63 $380K - $385K
15K $384K
IBMP
Ishares Tr Ibonds December 202

ETFs
15.1K
New
$24.98 - $25.35 $377K - $383K
15.1K $382K
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
14K
New
$26.41 - $26.76 $370K - $375K
14K $375K
SPGI
S&P Global Inc.

Financial Services
700
New
$438.31 - $527.29 $307K - $369K
700 $369K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
21.5K
New
$14.97 - $16.79 $322K - $362K
21.5K $360K
IEMG
Ishares Inc

ETFs
6.68K
New
N/A
6.68K $358K
XYLD
Global X Fds S&P 500 Covered C

ETFs
9.17K
New
$35.62 - $39.64 $327K - $363K
9.17K $357K
HOOD
Robinhood Markets, Inc.

Technology
3.77K
New
$34.17 - $93.63 $129K - $353K
3.77K $352K
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
13.2K
New
$24.88 - $25.41 $329K - $336K
13.2K $336K
INTU
Intuit Inc

Technology
409
New
$544.07 - $787.63 $223K - $322K
409 $322K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
3.89K
New
$70.7 - $82.14 $275K - $320K
3.89K $319K
LMT
Lockheed Martin Corp

Industrials
657
New
$430.82 - $486.45 $283K - $320K
657 $304K
ITW
Illinois Tool Works Inc

Industrials
1.21K
New
$218.41 - $252.43 $264K - $305K
1.21K $298K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
13.1K
New
$17.76 - $22.1 $232K - $289K
13.1K $289K
MCO
Moodys Corp

Financial Services
571
New
$396.7 - $501.59 $227K - $286K
571 $286K
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
6.36K
New
$39.94 - $44.64 $254K - $284K
6.36K $283K
MSTR
Microstrategy Inc

Technology
684
New
$237.95 - $421.61 $163K - $288K
684 $276K
PGR
Progressive Corp

Financial Services
1K
New
$255.27 - $288.74 $256K - $289K
1K $267K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
4.32K
New
$49.48 - $61.22 $214K - $264K
4.32K $263K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
1.93K
New
$108.06 - $135.3 $209K - $262K
1.93K $261K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
5.17K
New
$49.57 - $50.27 $256K - $260K
5.17K $259K
TYL
Tyler Technologies Inc

Technology
419
New
$521.68 - $592.84 $219K - $248K
419 $248K
PTC
Ptc Inc.

Technology
1.43K
New
$136.74 - $173.24 $196K - $248K
1.43K $246K
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
3.59K
New
$55.86 - $68.61 $201K - $246K
3.59K $246K
C
Citigroup Inc

Financial Services
2.84K
New
$58.13 - $85.12 $165K - $242K
2.84K $241K
EWJ
Ishares Msci Japan ETF

ETFs
3.17K
New
$61.32 - $75.28 $194K - $239K
3.17K $237K
KO
Coca Cola CO

Consumer Defensive
3.29K
New
$68.37 - $73.9 $225K - $243K
3.29K $233K
CNI
Canadian National Railway CO

Industrials
2.22K
New
$92.66 - $108.13 $206K - $240K
2.22K $230K
CHD
Church & Dwight CO Inc

Consumer Defensive
2.36K
New
$91.57 - $110.76 $216K - $261K
2.36K $226K
ICVT
Ishares Tr Convertible Bond Et

ETFs
2.5K
New
$78.98 - $90.1 $197K - $225K
2.5K $224K
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
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