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
JCPB
J P Morgan Exchange Traded Fd

ETFs
897
+ 2.09%
$45.9 - $47.2 $41.2K - $42.3K
43.8K $2.06M
VTI
Vanguard Total Stock Market Et

ETFs
28
+ 3.02%
$243.75 - $303.93 $6.83K - $8.51K
954 $289K
COST
Costco Wholesale Corp

Consumer Defensive
7
+ 1.22%
$908.13 - $1056.85 $6.36K - $7.4K
579 $573K
ADCT
Adc Therapeutics Sa

Healthcare
1.48K
+ 6.64%
$1.1 - $3.67 $1.63K - $5.43K
23.8K $63K
HON
Honeywell International Inc

Industrials
1
+ 0.07%
$182.86 - $232.88 $183 - $233
1.35K $315K
HD
Home Depot, Inc.

Consumer Cyclical
75
+ 6.2%
$335.24 - $380.78 $25.1K - $28.6K
1.29K $471K
T
At&T Inc.

Communication Services
330
+ 2.37%
$26.33 - $28.94 $8.69K - $9.55K
14.2K $411K
VTV
Vanguard Value ETF

ETFs
14
+ 0.65%
$153.67 - $176.74 $2.15K - $2.47K
2.16K $382K
MDT
Medtronic PLC

Healthcare
178
+ 6.46%
$80.68 - $88.86 $14.4K - $15.8K
2.93K $255K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
78
+ 1.22%
$40.82 - $43.14 $3.18K - $3.36K
6.47K $279K
FSK
Fs Kkr Capital Corp

Financial Services
144
+ 1.46%
$17.95 - $21.5 $2.58K - $3.1K
10K $207K
CGSD
Capital Grp Core Plus Income E
1.62K
+ 1.75%
N/A
93.9K $0
Tidal Tr Ii
101K
New
N/A
101K $0
Capital Grp Fixed Incm ETF T
1.6K
+ 2.25%
N/A
72.7K $0
ORI
Old Republic International Corp

Financial Services
30
+ 0.52%
$35.25 - $39.79 $1.06K - $1.19K
5.8K $222K
NEE
Nextera Energy Inc

Utilities
52
+ 0.95%
$64.11 - $75.0 $3.33K - $3.9K
5.52K $383K
ABBV
Abb Vie Inc.

Healthcare
226
+ 10.08%
$170.16 - $206.27 $38.5K - $46.6K
2.47K $457K
DUK
Duke Energy Corp

Utilities
6
+ 0.14%
$112.46 - $124.05 $675 - $744
4.19K $493K
AWK
American Water Works Company, Inc.

Utilities
2
+ 0.03%
$133.82 - $151.96 $268 - $304
6.28K $873K
COP
Conocophillips

Energy
15
+ 0.31%
$82.66 - $106.1 $1.24K - $1.59K
4.81K $431K
LLY
Eli Lilly & CO

Healthcare
29
+ 1.35%
$713.71 - $898.95 $20.7K - $26.1K
2.17K $1.69M
CVX
Chevron Corp

Energy
29
+ 0.7%
$133.73 - $168.51 $3.88K - $4.89K
4.19K $600K
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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