Saxony Capital Management, LLC Sells in Q2 2025

Saxony Capital Management, LLC

  • $123 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ACWI
Ishares Msci Acwi ETF

ETFs
-21.6K
- 68.46%
$103.59 - $128.6 $2.23M - $2.77M
9.93K $1.28M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-4.86K
- 39.89%
$376.48 - $440.65 $1.83M - $2.14M
7.32K $3.22M
EMB
Ishares Tr

ETFs
-18.3K
- 85.05%
$86.54 - $92.62 $1.58M - $1.69M
3.21K $297K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-16K
- 82.75%
$83.97 - $92.85 $1.34M - $1.48M
3.33K $294K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-42K
- 33.92%
$23.55 - $27.67 $990K - $1.16M
81.9K $2.27M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-12K
- 11.47%
$72.02 - $73.82 $865K - $886K
92.7K $6.82M
DFIP
Dimensional ETF Tr Inflation P

ETFs
-11.5K
- 21.57%
$41.11 - $42.42 $471K - $486K
41.6K $1.74M
XOM
Exxon Mobil Corp

Energy
-3.25K
- 56.67%
$99.93 - $119.04 $325K - $387K
2.48K $267K
AAPL
Apple Inc.

Technology
-380
- 2.95%
$172.42 - $223.89 $65.5K - $85.1K
12.5K $2.57M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-191
- 13.48%
$483.48 - $539.8 $92.3K - $103K
1.23K $595K
PG
Procter & Gamble CO

Consumer Defensive
-77
- 1.21%
$157.66 - $172.39 $12.1K - $13.3K
6.3K $1M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-1.1K
- 19.12%
$47.46 - $55.3 $52.1K - $60.7K
4.64K $255K
ACN
Accenture PLC

Technology
-83
- 7.22%
$279.23 - $323.21 $23.2K - $26.8K
1.07K $318K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-551
- 10.41%
$77.94 - $79.5 $42.9K - $43.8K
4.74K $377K
AXP
American Express CO

Financial Services
-276
- 25.6%
$231.39 - $318.98 $63.9K - $88K
802 $255K
SO
Southern CO

Utilities
-274
- 9.43%
$84.91 - $92.56 $23.3K - $25.4K
2.63K $241K
KO
Coca Cola CO

Consumer Defensive
-300
- 9.22%
$68.37 - $73.9 $20.5K - $22.2K
2.95K $208K
JNJ
Johnson & Johnson

Healthcare
-1
- 0.05%
$146.36 - $159.82 $146 - $160
1.84K $281K
RC
Ready Capital Corp

Real Estate
-730
- 4.38%
$4.13 - $5.15 $3.01K - $3.76K
15.9K $69K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-156
- 6.72%
N/A
2.17K $185K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
-2.28K
- 4.97%
$7.6 - $8.89 $17.3K - $20.3K
43.5K $386K
RPV
Invesco Exchange Traded Fd Tr

ETFs
-40
- 1.73%
$81.66 - $93.76 $3.27K - $3.75K
2.27K $212K
CINF
Cincinnati Financial Corp

Financial Services
-40
- 0.73%
$126.6 - $151.6 $5.06K - $6.06K
5.44K $810K
FTCS
First Trust Capital Strength E

ETFs
-20
- 0.69%
$81.6 - $92.39 $1.63K - $1.85K
2.88K $261K
JPM
Jpmorgan Chase & CO

Financial Services
-186
- 12.93%
$210.28 - $289.91 $39.1K - $53.9K
1.25K $362K
TCHP
T Rowe Price Exchange Traded F

Technology
-700
- 12.07%
$34.07 - $45.35 $23.8K - $31.7K
5.1K $231K
WMT
Walmart Inc.

Consumer Defensive
-150
- 5.26%
$81.79 - $99.98 $12.3K - $15K
2.7K $264K
FV
First Trust Dorsey Wright Focu

ETFs
-30
- 0.69%
$48.43 - $59.26 $1.45K - $1.78K
4.33K $256K
UEC
Uranium Energy Corp

Energy
-500
- 3.85%
$4.0 - $7.05 $2K - $3.53K
12.5K $85K
DIS
Walt Disney CO

Communication Services
-300
- 12.46%
$81.72 - $124.01 $24.5K - $37.2K
2.11K $261K
META
Meta Platforms, Inc.

Communication Services
-130
- 11.1%
$484.66 - $738.09 $63K - $96K
1.04K $768K
CRWD
Crowd Strike Holdings, Inc.

Technology
-3
- 0.45%
$321.63 - $509.31 $965 - $1.53K
664 $338K
AMD
Advanced Micro Devices Inc

Technology
-35
- 1.07%
$78.21 - $143.81 $2.74K - $5.03K
3.24K $459K
TSLA
Tesla, Inc.

Consumer Cyclical
-9
- 0.21%
$221.86 - $362.89 $2K - $3.27K
4.3K $1.36M
MSFT
Microsoft Corp

Technology
-64
- 1.72%
$354.56 - $497.45 $22.7K - $31.8K
3.67K $1.82M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-367
- 3.01%
$456.74 - $568.03 $168K - $208K
11.8K $6.73M
AVGO
Broadcom Inc.

Technology
-661
- 11.11%
$146.29 - $275.65 $96.7K - $182K
5.29K $1.46M
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
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