Sax Wealth Advisors, LLC Reduced Holdings in Q1 2025

Sax Wealth Advisors, LLC

  • $1.37 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFAT
Dimensional ETF Tr U S Target

ETFs
-15K
- 1.71%
$50.44 - $58.1 $756K - $871K
863K $44.4M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-15.9K
- 0.81%
$32.42 - $36.13 $517K - $576K
1.94M $64M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-72.7K
- 9.47%
$40.79 - $42.32 $2.97M - $3.08M
695K $29.2M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-5.07K
- 5.01%
$102.49 - $119.96 $520K - $609K
96.1K $10.1M
MSFT
Microsoft Corp

Technology
-610
- 2.12%
$375.39 - $447.2 $229K - $273K
28.1K $10.6M
DFSD
Dimensional ETF Tr Short Durat

ETFs
-35.4K
- 8.25%
$46.74 - $47.55 $1.65M - $1.68M
394K $18.7M
DUHP
Dimensional ETF Tr Dimensional

ETFs
-25K
- 3.4%
$32.57 - $35.82 $816K - $897K
712K $23.6M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
-24.3K
- 23.86%
$47.35 - $48.24 $1.15M - $1.17M
77.6K $3.69M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-463
- 0.31%
$120.29 - $134.6 $55.7K - $62.3K
147K $18M
GOOG
Alphabet Inc.

Communication Services
-2.22K
- 11.35%
$156.06 - $207.71 $346K - $461K
17.3K $2.71M
DIHP
Dimensional ETF Tr Dimensional

ETFs
-53.5K
- 10.97%
$25.1 - $27.85 $1.34M - $1.49M
434K $11.7M
NOW
Service Now, Inc.

Technology
-334
- 55.39%
$783.83 - $1170.39 $262K - $391K
269 $214K
CFLT
Confluent, Inc.

Technology
-8.95K
- 19.03%
$23.44 - $37.65 $210K - $337K
38.1K $892K
UPS
United Parcel Service Inc

Industrials
-2.91K
- 46.67%
$109.66 - $136.26 $319K - $396K
3.32K $365K
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
-2.13K
- 7.56%
$95.35 - $107.82 $203K - $230K
26.1K $2.5M
DDOG
Datadog, Inc.

Technology
-667
- 9.13%
$98.68 - $151.89 $65.8K - $101K
6.64K $658K
MUB
Ishares National Muni Bond ETF

ETFs
-3.24K
- 17.53%
$104.71 - $107.69 $339K - $348K
15.2K $1.6M
BA
Boeing CO

Industrials
-1.24K
- 47.01%
$148.15 - $186.25 $184K - $231K
1.4K $238K
PFF
Ishares Trust Ishares Pfd And

ETFs
-5.75K
- 12.09%
$30.73 - $32.26 $177K - $185K
41.8K $1.28M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-473
- 2.13%
$196.12 - $229.48 $92.8K - $109K
21.7K $4.39M
VRT
Vertiv Holdings CO

Industrials
-2.19K
- 33.08%
N/A
4.44K $384K
DFIC
Dimensional ETF Tr Dimensional

ETFs
-8.4K
- 25.41%
$25.54 - $28.79 $215K - $242K
24.7K $685K
DFAR
Dimensional ETF Tr Dimensional

ETFs
-9.18K
- 8.86%
$22.35 - $24.52 $205K - $225K
94.5K $2.25M
ETN
Eaton Corp PLC

Industrials
-57
- 2.49%
$271.83 - $371.23 $15.5K - $21.2K
2.24K $607K
TTWO
Take Two Interactive Software Inc

Communication Services
-1.4K
- 23.26%
$178.61 - $217.95 $250K - $305K
4.62K $958K
AMD
Advanced Micro Devices Inc

Technology
-653
- 15.35%
$96.63 - $129.55 $63.1K - $84.6K
3.6K $370K
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
-714
- 2.67%
$55.05 - $58.37 $39.3K - $41.7K
26.1K $1.45M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-8.66K
- 1.0%
$39.96 - $43.3 $346K - $375K
853K $35.1M
FLEX
Flex Ltd.

Technology
-225
- 1.35%
$32.92 - $44.46 $7.41K - $10K
16.4K $542K
NVO
Novo Nordisk A S

Healthcare
-298
- 6.71%
$69.3 - $90.95 $20.7K - $27.1K
4.14K $287K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
-76
- 0.67%
$96.85 - $111.39 $7.36K - $8.47K
11.3K $1.11M
ROST
Ross Stores, Inc.

Consumer Cyclical
-288
- 14.52%
$123.3 - $154.95 $35.5K - $44.6K
1.7K $216K
VBK
Vanguard Small Cap Growth ETF

ETFs
-188
- 17.59%
$247.97 - $296.33 $46.6K - $55.7K
881 $221K
NUSC
Nuveen Esg Small Cap ETF

ETFs
-1.08K
- 11.64%
$37.9 - $43.9 $41K - $47.5K
8.22K $315K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-82
- 0.47%
$37.84 - $44.02 $3.1K - $3.61K
17.4K $669K
HON
Honeywell International Inc

Industrials
-111
- 4.34%
$202.75 - $226.52 $22.5K - $25.1K
2.45K $517K
FDMO
Fidelity Covington Tr Momentum

ETFs
-284
- 3.57%
$63.36 - $74.35 $18K - $21.1K
7.68K $499K
IQLT
Ishares Msci Intl Quality Fact

ETFs
-5.27K
- 8.5%
$36.91 - $41.03 $194K - $216K
56.7K $2.25M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-1.59K
- 10.79%
$75.32 - $84.77 $120K - $135K
13.1K $1.07M
VZ
Verizon Communications Inc

Communication Services
-4.16K
- 15.64%
$37.81 - $46.49 $157K - $193K
22.4K $1.02M
COP
Conocophillips

Energy
-584
- 21.71%
$88.6 - $105.85 $51.7K - $61.8K
2.11K $221K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-639
- 6.72%
$55.41 - $60.74 $35.4K - $38.8K
8.88K $501K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-2.9K
- 13.19%
$11.22 - $11.8 $32.5K - $34.2K
19.1K $213K
QCOM
Qualcomm Inc

Technology
-248
- 13.96%
$151.94 - $175.86 $37.7K - $43.6K
1.53K $234K
AB
Alliancebernstein Holding L.P.

Financial Services
-1.17K
- 16.07%
$35.0 - $40.73 $41K - $47.7K
6.12K $234K
F
Ford Motor CO

Consumer Cyclical
-3.06K
- 10.87%
$9.12 - $10.43 $27.9K - $31.9K
25.1K $251K
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
-1.3K
- 10.52%
$24.27 - $26.2 $31.6K - $34.1K
11.1K $278K
ICE
Intercontinental Exchange, Inc.

Financial Services
-366
- 23.24%
$142.8 - $176.36 $52.3K - $64.5K
1.21K $208K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-1.32K
- 10.5%
$32.74 - $36.2 $43.2K - $47.7K
11.2K $392K
Activity Summary
Buys All Purchases 261 New Holdings 61 Increased Positions 200 Sells All Sells 69 Reductions 69 Sold out 0 Options Calls 0 Puts 0
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