Sax Wealth Advisors, LLC Sells in Q2 2025

Sax Wealth Advisors, LLC

  • $1.63 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-552
- 1.78%
$85.42 - $94.39 $47.2K - $52.1K
30.4K $2.85M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-807
- 5.01%
$24.32 - $27.87 $19.6K - $22.5K
15.3K $405K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-2.14K
- 12.3%
$33.46 - $41.33 $71.7K - $88.6K
15.3K $631K
EMB
Ishares Tr

ETFs
-448
- 14.99%
$86.54 - $92.62 $38.8K - $41.5K
2.54K $235K
SHEL
Shell PLC

Energy
-204
- 4.67%
$59.75 - $73.05 $12.2K - $14.9K
4.16K $293K
SPMD
Spdr Portfolio

ETFs
-842
- 13.08%
$44.89 - $54.38 $37.8K - $45.8K
5.6K $304K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-834
- 9.05%
$24.98 - $25.66 $20.8K - $21.4K
8.39K $214K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-1.55K
- 8.12%
$10.78 - $11.28 $16.7K - $17.5K
17.5K $194K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-1.32K
- 14.07%
$22.92 - $28.05 $30.3K - $37K
8.06K $226K
INTC
Intel Corp

Technology
-639
- 5.14%
$18.13 - $22.69 $11.6K - $14.5K
11.8K $264K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-844
- 11.41%
$34.72 - $42.74 $29.3K - $36.1K
6.56K $280K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-694
- 7.82%
$50.39 - $60.05 $35K - $41.7K
8.18K $491K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-246
- 1.7%
$18.94 - $21.67 $4.66K - $5.33K
14.3K $301K
VRT
Vertiv Holdings CO

Industrials
-102
- 2.3%
N/A
4.34K $375K
IBDV
Ishares Tr

Technology
-553
- 3.59%
$21.28 - $21.98 $11.8K - $12.2K
14.8K $326K
VLY
Valley National Bancorp

Financial Services
-811
- 3.48%
$7.87 - $9.2 $6.38K - $7.46K
22.5K $200K
VXF
Vanguard Extended Market ETF

ETFs
-163
- 13.56%
$150.43 - $192.71 $24.5K - $31.4K
1.04K $200K
VBR
Vanguard Small Cap Value ETF

ETFs
-150
- 5.27%
$162.76 - $195.77 $24.4K - $29.4K
2.69K $525K
VO
Vanguard Mid Cap ETF

ETFs
-537
- 7.78%
$228.54 - $279.83 $123K - $150K
6.36K $1.78M
VCIT
Vanguard Intermediate Term Cor

ETFs
-69
- 2.16%
$79.56 - $82.92 $5.49K - $5.72K
3.13K $259K
CACI
Caci International Inc

Technology
-1
- 0.04%
N/A
2.43K $1.04M
AVGE
American Centy ETF Tr Avantis
-3.59K
- 38.46%
N/A
5.74K $0
DFSB
Dimensional ETF Tr Dimensional
-2.55K
- 31.63%
N/A
5.5K $0
OBIL
Rbb Fd Inc Us Treas 12 Month B
-454
- 3.18%
N/A
13.8K $0
Amplify ETF Tr
-250
- 3.72%
N/A
6.48K $0
DFIS
Dimensional ETF Tr Dimensional

ETFs
-3K
- 13.26%
$23.2 - $29.84 $69.5K - $89.4K
19.6K $584K
ENB
Enbridge Inc

Energy
-36
- 0.8%
$41.09 - $47.16 $1.48K - $1.7K
4.48K $203K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-49
- 0.83%
$45.11 - $52.34 $2.21K - $2.56K
5.89K $308K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-1.05K
- 7.99%
$73.02 - $90.22 $76.7K - $94.7K
12.1K $1.08M
KEY
Keycorp

Financial Services
-668
- 5.7%
$13.23 - $17.42 $8.84K - $11.6K
11K $192K
FNDX
Schwab Fundamental U S Large C

ETFs
-30
- 0.3%
$20.84 - $24.54 $625 - $736
10.1K $247K
DGRO
Ishares Core Dividend Growth E

ETFs
-147
- 1.78%
$55.22 - $63.94 $8.12K - $9.4K
8.13K $519K
ICLN
Ishares

ETFs
-715
- 5.72%
$10.56 - $13.31 $7.55K - $9.52K
11.8K $154K
UBS
Ubs Group Ag

Financial Services
-862
- 5.89%
$26.12 - $33.82 $22.5K - $29.2K
13.8K $465K
FDMO
Fidelity Covington Tr Momentum

ETFs
-865
- 11.27%
$58.0 - $75.86 $50.2K - $65.6K
6.81K $516K
VPU
Vanguard Utilities ETF

ETFs
-111
- 1.72%
$158.36 - $178.82 $17.6K - $19.8K
6.34K $1.12M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
-478
- 4.24%
$86.58 - $104.98 $41.4K - $50.2K
10.8K $1.13M
VONG
Vanguard Russell 1000 Growth E

ETFs
-413
- 10.47%
$82.51 - $109.2 $34.1K - $45.1K
3.53K $385K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-1.4K
- 7.76%
$58.41 - $72.69 $81.9K - $102K
16.7K $1.21M
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
-180
- 1.63%
$22.25 - $28.0 $4.01K - $5.04K
10.9K $304K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-525
- 4.68%
$30.87 - $39.17 $16.2K - $20.6K
10.7K $419K
BA
Boeing CO

Industrials
-103
- 7.37%
$136.59 - $217.51 $14.1K - $22.4K
1.3K $271K
VEA
Vanguard Ftse Developed Market

ETFs
-7.19K
- 9.85%
$45.65 - $57.01 $328K - $410K
65.8K $3.75M
XYL
Xylem Inc.

Industrials
-36
- 0.75%
$102.86 - $129.5 $3.7K - $4.66K
4.78K $617K
TRMB
Trimble Inc.

Technology
-227
- 3.73%
$55.12 - $75.98 $12.5K - $17.2K
5.85K $444K
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
-240
- 3.38%
$76.98 - $98.31 $18.5K - $23.6K
6.85K $673K
PLTR
Palantir Technologies Inc.

Technology
-1.01K
- 26.95%
$74.01 - $144.25 $74.7K - $146K
2.74K $372K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-966
- 5.67%
$57.14 - $72.68 $55.2K - $70.2K
16.1K $1.17M
AVUS
American Centy ETF Tr Avantis

ETFs
-11.8K
- 7.79%
$81.38 - $100.82 $960K - $1.19M
140K $14.1M
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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