Sax Wealth Advisors, LLC Sells in Q4 2024

Sax Wealth Advisors, LLC

  • $1.26 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
UBS
Ubs Group Ag

Financial Services
-1.58K
- 12.32%
$29.78 - $33.08 $47.1K - $52.3K
11.3K $341K
PAAS
Pan American Silver Corp

Basic Materials
-2.18K
- 12.8%
$19.94 - $25.85 $43.5K - $56.4K
14.9K $300K
PEG
Public Service Enterprise Group Inc

Utilities
-310
- 5.34%
$81.87 - $94.51 $25.4K - $29.3K
5.49K $463K
CVX
Chevron Corp

Energy
-259
- 4.71%
$141.15 - $162.53 $36.6K - $42.1K
5.24K $759K
VRT
Vertiv Holdings CO

Industrials
-563
- 7.83%
N/A
6.63K $574K
FDMO
Fidelity Covington Tr Momentum

ETFs
-1.13K
- 12.43%
$65.49 - $73.33 $74K - $82.9K
7.96K $554K
IBM
International Business Machines Corp

Technology
-136
- 2.9%
$204.9 - $238.04 $27.9K - $32.4K
4.55K $1M
A
Agilent Technologies, Inc.

Healthcare
-64
- 3.3%
$125.69 - $146.56 $8.04K - $9.38K
1.88K $252K
APPF
Appfolio Inc

Technology
-197
- 16.43%
$192.07 - $269.26 $37.8K - $53K
1K $247K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-903
- 1.12%
$104.59 - $118.05 $94.4K - $107K
79.7K $8.66M
IWM
Ishares Russell 2000 ETF

ETFs
-71
- 2.89%
$216.13 - $242.4 $15.3K - $17.2K
2.38K $526K
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
-570
- 1.98%
$100.38 - $107.86 $57.2K - $61.5K
28.2K $2.91M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-178
- 10.34%
$229.83 - $258.46 $40.9K - $46K
1.54K $381K
IWV
Ishares Russell 3000 ETF

ETFs
-249
- 2.54%
$323.08 - $349.08 $80.4K - $86.9K
9.56K $3.19M
Ea Series Trust
-1.8K
- 6.31%
N/A
26.7K $0
Dimensional ETF Trust
-11.6K
- 5.3%
N/A
207K $0
Linde PLC
-36
- 3.28%
N/A
1.06K $0
Bunge Global Sa
-970
- 24.23%
N/A
3.03K $0
VLY
Valley National Bancorp

Financial Services
-100
- 0.41%
$8.7 - $10.78 $870 - $1.08K
24.1K $218K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-40
- 1.22%
$111.85 - $120.71 $4.47K - $4.83K
3.24K $372K
XLK
Technology Sector Spdr

ETFs
-397
- 2.82%
$220.26 - $241.44 $87.4K - $95.9K
13.7K $3.18M
DIS
Walt Disney CO

Communication Services
-923
- 10.59%
$92.39 - $117.6 $85.3K - $109K
7.79K $867K
SCHW
Schwab Charles Corp

Financial Services
-402
- 5.96%
$63.31 - $82.85 $25.5K - $33.3K
6.34K $469K
JETS
ETF Ser Solutions U S Global J

ETFs
-578
- 5.34%
$20.04 - $25.93 $11.6K - $15K
10.3K $259K
NDAQ
Nasdaq, Inc.

Financial Services
-1.23K
- 3.96%
$70.87 - $83.05 $87.5K - $102K
29.9K $2.31M
IVV
Ishares Core S&P 500 ETF

ETFs
-251
- 1.44%
$570.51 - $610.59 $143K - $153K
17.2K $10.1M
WMT
Walmart Inc.

Consumer Defensive
-201
- 2.15%
$79.1 - $95.7 $15.9K - $19.2K
9.14K $825K
IWP
Ishares Russell Mid Cap Growth

ETFs
-121
- 1.12%
$116.4 - $138.52 $14.1K - $16.8K
10.7K $1.35M
BX
Blackstone Inc.

Financial Services
-171
- 2.75%
$148.45 - $199.05 $25.4K - $34K
6.04K $1.04M
DDOG
Datadog, Inc.

Technology
-873
- 10.67%
$113.98 - $168.65 $99.5K - $147K
7.31K $1.04M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-2.68K
- 1.78%
$124.26 - $134.12 $334K - $360K
148K $19M
CFLT
Confluent, Inc.

Technology
-772
- 1.62%
$18.9 - $33.66 $14.6K - $26K
47K $1.31M
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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