Sax Wealth Advisors, LLC Reduced Holdings in Q2 2025

Sax Wealth Advisors, LLC

  • $1.63 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-328K
- 47.13%
$41.1 - $42.37 $13.5M - $13.9M
368K $15.5M
MCD
Mcdonalds Corp

Consumer Cyclical
-6.9K
- 28.93%
$285.55 - $321.23 $1.97M - $2.22M
16.9K $4.95M
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
-109K
- 55.82%
$15.52 - $17.13 $1.69M - $1.86M
86.1K $1.47M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
-36.1K
- 46.54%
$46.77 - $47.89 $1.69M - $1.73M
41.5K $1.97M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-39.9K
- 8.06%
$152.42 - $182.82 $6.08M - $7.29M
455K $83.1M
DFAR
Dimensional ETF Tr Dimensional

ETFs
-57.3K
- 60.66%
$20.99 - $23.93 $1.2M - $1.37M
37.2K $871K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-13.9K
- 17.62%
$83.54 - $100.04 $1.16M - $1.39M
65.1K $6.48M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-4
- 0.03%
$483.48 - $539.8 $1.93K - $2.16K
12.2K $5.94M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-10.9K
- 55.76%
$48.13 - $49.85 $523K - $542K
8.63K $422K
DIHP
Dimensional ETF Tr Dimensional

ETFs
-55.6K
- 12.8%
$24.32 - $29.74 $1.35M - $1.65M
379K $11.2M
CL
Colgate Palmolive CO

Consumer Defensive
-4.22K
- 17.91%
$87.57 - $96.0 $369K - $405K
19.3K $1.76M
USFR
Wisdomtree Floating Rate Treas

ETFs
-7.9K
- 34.49%
$50.28 - $50.47 $397K - $399K
15K $754K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-11.1K
- 29.13%
$39.89 - $49.46 $445K - $551K
27.1K $1.34M
IWN
Ishares Russell2000 Val ETF

ETFs
-2.58K
- 42.02%
$131.84 - $157.76 $341K - $408K
3.57K $562K
VB
Vanguard Small Cap ETF

ETFs
-2.69K
- 14.43%
$193.73 - $237.37 $522K - $639K
16K $3.78M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-854
- 54.15%
$376.48 - $440.65 $322K - $376K
723 $318K
XT
Ishares Tr Exponential Technol

ETFs
-7.28K
- 39.22%
$49.86 - $65.25 $363K - $475K
11.3K $736K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-2.46K
- 42.59%
$100.35 - $100.71 $247K - $248K
3.32K $334K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-9.7K
- 4.88%
$25.04 - $25.18 $243K - $244K
189K $4.76M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-3.1K
- 9.26%
$72.02 - $73.82 $223K - $229K
30.4K $2.23M
VTV
Vanguard Value ETF

ETFs
-1.91K
- 6.02%
$153.67 - $176.74 $293K - $337K
29.7K $5.25M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-2.22K
- 27.2%
$91.43 - $91.74 $203K - $204K
5.95K $545K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-8.68K
- 3.73%
$23.96 - $24.27 $208K - $211K
224K $5.43M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-5.87K
- 6.11%
$90.56 - $109.49 $531K - $643K
90.3K $9.86M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-2.44K
- 26.65%
$75.05 - $77.34 $183K - $188K
6.7K $518K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-2.18K
- 30.48%
$82.21 - $83.12 $180K - $182K
4.98K $412K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-25.3K
- 2.97%
$36.25 - $42.28 $917K - $1.07M
827K $35M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-2.8K
- 47.09%
$57.41 - $74.81 $161K - $209K
3.14K $233K
BNDX
Vanguard Total International B

ETFs
-3.31K
- 9.57%
$48.77 - $49.55 $161K - $164K
31.3K $1.55M
PFF
Ishares Trust Ishares Pfd And

ETFs
-4.47K
- 10.68%
$29.0 - $30.68 $129K - $137K
37.3K $1.15M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-1.77K
- 15.14%
$77.94 - $79.5 $138K - $141K
9.92K $788K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-5.51K
- 1.98%
N/A
273K $6.49M
SPTS
Spdr Portfolio Short Term Trea

ETFs
-3.95K
- 18.96%
$29.07 - $29.38 $115K - $116K
16.9K $494K
TPL
Texas Pacific Land Corp

Energy
-26
- 8.15%
$1036.28 - $1430.55 $26.9K - $37.2K
293 $309K
BMY
Bristol Myers Squibb CO

Healthcare
-242
- 3.82%
$44.12 - $59.6 $10.7K - $14.4K
6.1K $282K
UPS
United Parcel Service Inc

Industrials
-715
- 21.52%
$91.92 - $110.2 $65.7K - $78.8K
2.61K $263K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.56K
- 10.72%
$456.74 - $568.03 $714K - $888K
13K $7.4M
ZTS
Zoetis Inc.

Healthcare
-410
- 10.46%
$144.41 - $170.3 $59.2K - $69.8K
3.51K $547K
BDX
Becton Dickinson & CO

Healthcare
-5
- 0.31%
$165.15 - $226.42 $826 - $1.13K
1.61K $277K
NUSC
Nuveen Esg Small Cap ETF

ETFs
-2.64K
- 32.14%
$33.38 - $40.81 $88.2K - $108K
5.58K $227K
DHR
Danaher Corp

Healthcare
-297
- 8.75%
$174.64 - $205.16 $51.9K - $60.9K
3.1K $611K
DVY
Ishares Tr

ETFs
-419
- 2.24%
$118.37 - $134.86 $49.6K - $56.5K
18.3K $2.43M
MLPX
Global X Mlp & Energy Infrastr

ETFs
-1.09K
- 21.33%
$55.32 - $65.02 $60.1K - $70.6K
4.01K $250K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-3.55K
- 2.75%
$24.94 - $25.42 $88.4K - $90.1K
125K $3.19M
IWM
Ishares Russell 2000 ETF

ETFs
-519
- 19.12%
$174.82 - $215.79 $90.7K - $112K
2.2K $473K
IBDW
Ishares Tr Ibonds Dec 2031 Ter
-2.96K
- 14.07%
$20.23 - $21.04 $59.9K - $62.3K
18.1K $380K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-601
- 3.66%
$96.84 - $99.46 $58.2K - $59.8K
15.8K $1.57M
VT
Vanguard Total World Stk Index

ETFs
-1.56K
- 12.99%
$103.16 - $128.52 $160K - $200K
10.4K $1.34M
TFLO
Ishares Treasury Floating Rate

ETFs
-875
- 0.89%
$50.47 - $50.66 $44.2K - $44.3K
97.5K $4.94M
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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