Saxony Capital Management, LLC Purchases in Q2 2025

Saxony Capital Management, LLC

  • $123 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IUSB
Ishares Core Total Usd Bond Ma

ETFs
91.8K
+ 159.32%
$45.12 - $46.23 $4.14M - $4.24M
149K $6.91M
EEM
Ishares Msci Emerging Markets

ETFs
50.5K
New
$38.52 - $48.28 $1.95M - $2.44M
50.5K $2.44M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.87K
+ 53.81%
$416.06 - $551.64 $1.19M - $1.58M
8.21K $4.53M
EFA
Ishares Tr Msci Eafe ETF

ETFs
21.8K
New
$72.96 - $90.39 $1.59M - $1.97M
21.8K $1.95M
SPYG
Spdr Portfolio

ETFs
16.3K
+ 104.45%
$71.83 - $95.32 $1.17M - $1.55M
31.8K $3.03M
NVDA
Nvidia Corp

Technology
1.73K
+ 5.9%
$94.31 - $157.99 $163K - $273K
30.9K $4.89M
HEFA
Ishares Currency Hedged Msci E

ETFs
33.5K
+ 270.34%
$32.11 - $38.21 $1.08M - $1.28M
45.9K $1.74M
SCHX
Schwab Strategic Tr Us Large C

ETFs
39.9K
+ 38.54%
$19.6 - $24.44 $782K - $975K
143K $3.5M
IWM
Ishares Russell 2000 ETF

ETFs
5.03K
New
$174.82 - $215.79 $880K - $1.09M
5.03K $1.09M
IVW
Ishares S&P 500 Growth ETF

ETFs
9.03K
New
$82.96 - $110.1 $749K - $994K
9.03K $994K
AOA
Ishares Tr Core Aggressive All

ETFs
9.22K
+ 241.28%
$69.46 - $83.4 $641K - $769K
13K $1.09M
DFAE
Dimensional ETF Tr

ETFs
19.2K
+ 28.12%
$22.87 - $28.95 $439K - $556K
87.5K $2.53M
SPY
Spdr S&P 500 ETF Trust

ETFs
805
+ 33.77%
$496.48 - $617.85 $400K - $497K
3.19K $1.97M
GLD
Spdr Gold Trust

ETFs
1.83K
+ 48.24%
$273.71 - $316.29 $502K - $580K
5.63K $1.72M
AMZN
Amazon Com Inc

Consumer Cyclical
1.82K
+ 25.17%
$167.32 - $223.3 $304K - $406K
9.04K $1.98M
DFAI
Dimensional ETF Tr

ETFs
11.2K
+ 17.55%
$28.02 - $34.71 $314K - $390K
75.2K $2.6M
VIG
Vanguard Dividend Appreciation

ETFs
3.21K
+ 79.16%
N/A
7.27K $1.32M
JEPI
J P Morgan Exchange Traded Fd

ETFs
9.85K
+ 18.26%
$51.14 - $57.0 $504K - $562K
63.8K $3.63M
VBR
Vanguard Small Cap Value ETF

ETFs
2.77K
New
$162.76 - $195.77 $451K - $542K
2.77K $540K
GOOGL
Alphabet Inc.

Communication Services
2.66K
New
$144.7 - $178.6 $384K - $474K
2.66K $467K
MBB
Ishares Tr

ETFs
4.6K
+ 21.97%
$91.41 - $94.22 $420K - $433K
25.5K $2.39M
AEE
Ameren Corp

Utilities
4.37K
New
$94.23 - $101.68 $412K - $444K
4.37K $419K
PLTR
Palantir Technologies Inc.

Technology
2.47K
New
$74.01 - $144.25 $183K - $356K
2.47K $336K
NFLX
Netflix Inc

Communication Services
17
+ 2.4%
$855.86 - $1339.13 $14.5K - $22.8K
724 $969K
FOVL
Ishares Tr Focused Value Facto

ETFs
4.31K
New
$61.11 - $71.99 $263K - $310K
4.31K $309K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
4.01K
+ 12.64%
$45.88 - $54.4 $184K - $218K
35.7K $1.94M
XLK
Technology Sector Spdr

ETFs
558
+ 18.51%
$179.73 - $253.23 $100K - $141K
3.57K $904K
BA
Boeing CO

Industrials
1.26K
New
$136.59 - $217.51 $172K - $274K
1.26K $264K
TT
Trane Technologies PLC

Industrials
590
New
$315.21 - $437.41 $186K - $258K
590 $258K
STLG
Ishares Factors Us Growth Styl

ETFs
5.08K
New
N/A
5.08K $255K
COF
Capital One Financial Corp

Financial Services
1.1K
New
$150.57 - $212.76 $165K - $233K
1.1K $233K
IRM
Iron Mountain Inc

Real Estate
2.14K
New
$76.93 - $105.25 $164K - $225K
2.14K $219K
BMO
Bank Of Montreal

Financial Services
1.98K
New
$87.54 - $110.63 $173K - $218K
1.98K $218K
GOOG
Alphabet Inc.

Communication Services
920
+ 35.66%
$146.58 - $180.01 $135K - $166K
3.5K $620K
VOE
Vanguard Mid Cap Value Index F

ETFs
1.28K
New
$141.87 - $164.49 $182K - $211K
1.28K $210K
NSC
Norfolk Southern Corp

Industrials
800
New
$206.34 - $257.46 $165K - $206K
800 $204K
PAYC
Paycom Software, Inc.

Technology
869
New
$193.07 - $265.71 $168K - $231K
869 $201K
VGT
Vanguard Information Technolog

ETFs
167
+ 29.14%
$470.37 - $663.28 $78.6K - $111K
740 $490K
PANW
Palo Alto Networks Inc

Technology
322
+ 11.2%
$152.44 - $204.64 $49.1K - $65.9K
3.2K $654K
CGGR
Capital Group Growth ETF Shs C

ETFs
554
+ 3.14%
$30.53 - $40.65 $16.9K - $22.5K
18.2K $740K
CGDV
Capital Group Divid Value ETF

ETFs
1.85K
+ 17.4%
$31.93 - $39.49 $59.2K - $73.2K
12.5K $493K
VUG
Vanguard Growth ETF

ETFs
157
+ 24.76%
$329.49 - $438.4 $51.7K - $68.8K
791 $346K
RSP
Invesco S&P 500 Equal Weight E

ETFs
498
+ 28.97%
$152.93 - $181.74 $76.2K - $90.5K
2.22K $402K
SHOP
Shopify Inc.

Technology
357
+ 11.69%
$76.89 - $115.35 $27.4K - $41.2K
3.41K $393K
CGGO
Capital Group Global Growth Eq

ETFs
42
+ 0.15%
$25.31 - $32.17 $1.06K - $1.35K
27.2K $868K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
156
+ 25.37%
$299.15 - $396.54 $46.7K - $61.9K
771 $305K
NOW
Service Now, Inc.

Technology
33
+ 12.22%
$721.65 - $1040.18 $23.8K - $34.3K
303 $311K
UBER
Uber Technologies, Inc

Technology
20
+ 0.47%
$64.62 - $93.3 $1.29K - $1.87K
4.31K $401K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
827
+ 1.9%
$50.36 - $50.68 $41.6K - $41.9K
44.3K $2.24M
Activity Summary
Buys All Purchases 73 New Holdings 20 Increased Positions 53 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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