Saxony Capital Management, LLC Incresed Positions 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
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.87K
+ 53.81%
$416.06 - $551.64 $1.19M - $1.58M
8.21K $4.53M
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
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
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
MBB
Ishares Tr

ETFs
4.6K
+ 21.97%
$91.41 - $94.22 $420K - $433K
25.5K $2.39M
NFLX
Netflix Inc

Communication Services
17
+ 2.4%
$855.86 - $1339.13 $14.5K - $22.8K
724 $969K
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
GOOG
Alphabet Inc.

Communication Services
920
+ 35.66%
$146.58 - $180.01 $135K - $166K
3.5K $620K
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
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
ET
Energy Transfer LP

Energy
544
+ 2.97%
$15.65 - $18.93 $8.51K - $10.3K
18.9K $342K
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
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
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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