Saxony Capital Management, LLC Purchases in Q4 2024

Saxony Capital Management, LLC

  • $114 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
49.5K
New
$100.16 - $100.7 $4.95M - $4.98M
49.5K $4.96B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
6.41K
New
$417.69 - $450.94 $2.68M - $2.89M
6.41K $2.73B
IVE
Ishares S&P 500 Value ETF

ETFs
13.5K
New
$189.5 - $206.17 $2.55M - $2.78M
13.5K $2.57B
IYR
Ishares Tr

ETFs
27.4K
New
$90.74 - $102.87 $2.48M - $2.82M
27.4K $2.55B
MUB
Ishares National Muni Bond ETF

ETFs
15.6K
New
$105.78 - $108.7 $1.65M - $1.69M
15.6K $1.66B
ACWI
Ishares Msci Acwi ETF

ETFs
11K
+ 44.14%
$117.05 - $123.03 $1.29M - $1.35M
35.9K $4.22B
JEPI
J P Morgan Exchange Traded Fd

ETFs
21.1K
+ 123.33%
$57.53 - $60.83 $1.22M - $1.29M
38.3K $2.2B
IVW
Ishares S&P 500 Growth ETF

ETFs
10.2K
+ 46.96%
$94.43 - $105.47 $965K - $1.08M
32K $3.25B
XLK
Technology Sector Spdr

ETFs
3.02K
+ 96.0%
$220.26 - $241.44 $666K - $730K
6.17K $1.44B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.14K
+ 18.42%
$521.84 - $558.82 $597K - $639K
7.36K $3.96B
HEFA
Ishares Currency Hedged Msci E

ETFs
11K
+ 128.84%
$34.42 - $35.88 $377K - $393K
19.5K $676M
SPYG
Spdr Portfolio

ETFs
2.17K
+ 6.07%
$81.74 - $91.38 $178K - $198K
38K $3.34B
SHOP
Shopify Inc.

Technology
3.25K
New
$78.14 - $119.49 $254K - $388K
3.25K $345M
AAPL
Apple Inc.

Technology
189
+ 1.31%
$221.69 - $259.02 $41.9K - $49K
14.6K $3.66B
LQD
Ishares Iboxx $ Investment Gra

ETFs
3.58K
+ 21.18%
$106.56 - $113.11 $381K - $405K
20.5K $2.19B
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
2.38K
New
$89.88 - $101.38 $214K - $241K
2.38K $222M
XAR
Spdr S&P Aerospace & Defense E

ETFs
1.31K
New
$153.8 - $176.52 $201K - $231K
1.31K $217M
SCHG
Schwab Strategic Tr Us Large C

ETFs
7.71K
New
$25.93 - $105.3 $200K - $812K
7.71K $215M
BKNG
Booking Holdings Inc.

Consumer Cyclical
43
New
$4100.99 - $5300.34 $176K - $228K
43 $214M
PLTR
Palantir Technologies Inc.

Technology
2.78K
New
$36.46 - $82.38 $101K - $229K
2.78K $210M
SCHX
Schwab Strategic Tr Us Large C

ETFs
64.7K
+ 223.98%
$22.4 - $68.28 $1.45M - $4.41M
93.5K $2.17B
FSK
Fs Kkr Capital Corp

Financial Services
9.56K
New
$19.71 - $22.22 $188K - $212K
9.56K $208M
ORI
Old Republic International Corp

Financial Services
5.66K
New
$34.4 - $38.98 $195K - $221K
5.66K $205M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
3.35K
+ 34.84%
$53.94 - $58.15 $180K - $195K
13K $730M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
16.4K
+ 37.49%
$12.74 - $14.23 $209K - $234K
60.3K $783M
GS
Goldman Sachs Group Inc

Financial Services
169
+ 35.5%
$486.1 - $608.57 $82.2K - $103K
645 $369M
GOOGL
Alphabet Inc.

Communication Services
196
+ 15.42%
$161.86 - $196.66 $31.7K - $38.5K
1.47K $278M
PANW
Palo Alto Networks Inc

Technology
1.82K
+ 109.92%
$181.96 - $405.9 $331K - $738K
3.47K $631M
DIS
Walt Disney CO

Communication Services
233
+ 8.8%
$92.39 - $117.6 $21.5K - $27.4K
2.88K $321M
ET
Energy Transfer LP

Energy
301
+ 1.77%
$16.05 - $19.86 $4.83K - $5.98K
17.3K $338M
ABBV
Abb Vie Inc.

Healthcare
436
+ 25.59%
$164.99 - $203.87 $71.9K - $88.9K
2.14K $380M
CGGR
Capital Group Growth ETF Shs C

ETFs
157
+ 0.99%
$34.49 - $39.24 $5.41K - $6.16K
15.9K $592M
IYF
Ishares Tr

ETFs
228
+ 11.61%
$102.7 - $119.05 $23.4K - $27.1K
2.19K $242M
AXP
American Express CO

Financial Services
37
+ 3.62%
$267.35 - $305.57 $9.89K - $11.3K
1.06K $314M
JPM
Jpmorgan Chase & CO

Financial Services
1
+ 0.08%
$205.18 - $250.29 $205 - $250
1.18K $284M
AOA
Ishares Tr Core Aggressive All

ETFs
552
+ 15.58%
$76.61 - $79.88 $42.3K - $44.1K
4.1K $314M
HON
Honeywell International Inc

Industrials
47
+ 3.99%
$202.84 - $236.0 $9.53K - $11.1K
1.23K $277M
VIG
Vanguard Dividend Appreciation

ETFs
203
+ 6.28%
N/A
3.44K $673M
COP
Conocophillips

Energy
501
+ 11.69%
$95.12 - $114.72 $47.7K - $57.5K
4.79K $475M
GLD
Spdr Gold Trust

ETFs
90
+ 2.82%
$236.59 - $257.5 $21.3K - $23.2K
3.28K $795M
VTI
Vanguard Total Stock Market Et

ETFs
14
+ 0.65%
$280.04 - $302.45 $3.92K - $4.23K
2.15K $624M
HD
Home Depot, Inc.

Consumer Cyclical
86
+ 7.71%
$385.02 - $431.37 $33.1K - $37.1K
1.2K $468M
FSCO
Fs Cr Opportunities Corp Com
441
+ 3.97%
N/A
11.5K $78.7M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
153
+ 7.33%
N/A
2.24K $208M
CVX
Chevron Corp

Energy
101
+ 2.5%
$141.15 - $162.53 $14.3K - $16.4K
4.13K $599M
IDU
Ishares Tr U S Utils ETF

ETFs
212
+ 7.37%
$94.65 - $105.73 $20.1K - $22.4K
3.09K $297M
TLT
Ishares Barclays 20+ Year Trea

ETFs
250
+ 11.89%
$87.1 - $98.49 $21.8K - $24.6K
2.35K $206M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
304
+ 0.68%
$50.37 - $50.6 $15.3K - $15.4K
44.9K $2.26B
FTCS
First Trust Capital Strength E

ETFs
85
+ 2.79%
$87.62 - $94.03 $7.45K - $7.99K
3.13K $275M
Activity Summary
Buys All Purchases 60 New Holdings 13 Increased Positions 47 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Saxony Capital Management, LLC Portfolio

Follow Saxony Capital Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Saxony Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Saxony Capital Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email