Sax Wealth Advisors, LLC Sells in Q1 2025

Sax Wealth Advisors, LLC

  • $1.37 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
EEM
Ishares Msci Emerging Markets

ETFs
-917
- 10.1%
$40.81 - $45.34 $37.4K - $41.6K
8.16K $356K
IDXX
Idexx Laboratories Inc

Healthcare
-56
- 3.93%
$406.29 - $469.04 $22.8K - $26.3K
1.37K $575K
VLY
Valley National Bancorp

Financial Services
-774
- 3.22%
$8.56 - $10.42 $6.63K - $8.07K
23.3K $207K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-503
- 5.17%
$24.73 - $25.62 $12.4K - $12.9K
9.22K $235K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-157
- 1.91%
$50.39 - $50.66 $7.91K - $7.95K
8.05K $407K
INDA
Ishares Msci India Index Fund

ETFs
-7
- 0.16%
$47.8 - $53.4 $335 - $374
4.47K $230K
AVEM
American Centy ETF Tr Avantis

ETFs
-497
- 2.79%
$57.11 - $62.4 $28.4K - $31K
17.3K $1.04M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-55
- 0.94%
$100.34 - $100.68 $5.52K - $5.54K
5.78K $581K
UNH
Unitedhealth Group Inc

Healthcare
-31
- 4.49%
$461.52 - $548.18 $14.3K - $17K
659 $345K
BFB
Brown Forman Corp Cl B
-329
- 3.03%
N/A
10.5K $0
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
-87
- 0.34%
$19.42 - $19.54 $1.69K - $1.7K
25.3K $492K
DFSB
Dimensional ETF Tr Dimensional
-4.56K
- 36.14%
N/A
8.05K $0
DE
Deere & CO

Industrials
-21
- 3.39%
$408.57 - $509.27 $8.58K - $10.7K
598 $280K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-1.24K
- 3.85%
$87.68 - $94.52 $109K - $117K
30.9K $2.9M
EFV
Msci Eafe Value ETF

ETFs
-4.07K
- 8.31%
$51.88 - $60.73 $211K - $247K
45K $2.65M
XLE
Energy Sector Spdr

ETFs
-236
- 1.47%
$85.7 - $93.96 $20.2K - $22.2K
15.8K $1.48M
AVDE
American Centy ETF Tr Avantis

ETFs
-4.69K
- 5.06%
$60.63 - $68.55 $284K - $322K
88.1K $5.84M
DFAX
Dimensional ETF Tr
-2.97K
- 1.08%
$24.45 - $27.2 $72.5K - $80.7K
271K $7.11M
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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