Saxony Capital Management, LLC Purchases in Q3 2024

Saxony Capital Management, LLC

  • $109 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHX
Schwab Strategic Tr Us Large C

ETFs
28.9K
New
$61.11 - $67.85 $1.76M - $1.96M
28.9K $1.96B
CGSD
Capital Grp Core Plus Income E
73.1K
+ 329.97%
N/A
95.2K $2.47B
Capital Grp Fixed Incm ETF T
65.6K
+ 795.91%
N/A
73.8K $1.99B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
33.9K
+ 316.54%
$50.25 - $50.74 $1.7M - $1.72M
44.6K $2.26B
JCPB
J P Morgan Exchange Traded Fd

ETFs
35K
+ 356.8%
$45.87 - $48.53 $1.61M - $1.7M
44.9K $2.16B
SPYG
Spdr Portfolio

ETFs
14.2K
+ 65.68%
$73.38 - $84.1 $1.04M - $1.19M
35.8K $2.97B
CGGO
Capital Group Global Growth Eq

ETFs
27.1K
New
$27.25 - $30.52 $739K - $828K
27.1K $818M
XLF
Financial Sector Spdr

ETFs
14.8K
New
$40.84 - $45.74 $603K - $675K
14.8K $669M
XLU
Utilities Sector Spdr

ETFs
8.04K
New
$67.67 - $80.78 $544K - $649K
8.04K $649M
EFA
Ishares Tr Msci Eafe ETF

ETFs
7.59K
New
$75.32 - $84.37 $571K - $640K
7.59K $634M
VTI
Vanguard Total Stock Market Et

ETFs
2.14K
New
$255.18 - $283.2 $546K - $605K
2.14K $605M
BND
Vanguard Bd Index Fd Inc Total

ETFs
4K
+ 5.59%
$71.45 - $75.64 $286K - $302K
75.6K $5.68B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
539
+ 9.5%
$475.2 - $527.7 $256K - $284K
6.21K $3.28B
IJK
Ishares S&P Midcap 400 Growth

ETFs
3.71K
+ 17.93%
$84.81 - $93.54 $314K - $347K
24.4K $2.24B
IVW
Ishares S&P 500 Growth ETF

ETFs
3.55K
+ 19.48%
$84.77 - $97.13 $301K - $345K
21.8K $2.08B
XOM
Exxon Mobil Corp

Energy
3.3K
+ 135.69%
$109.72 - $119.0 $363K - $393K
5.74K $673M
QQQ
Invesco Qqq Trust, Series 1

ETFs
622
+ 7.35%
$434.77 - $502.96 $270K - $313K
9.08K $4.43B
ACWI
Ishares Msci Acwi ETF

ETFs
1.26K
+ 5.34%
$107.24 - $119.84 $136K - $151K
24.9K $2.98B
AOA
Ishares Tr Core Aggressive All

ETFs
3.54K
New
$72.11 - $79.05 $255K - $280K
3.54K $280M
LOW
Lowes Companies Inc

Consumer Cyclical
954
New
$213.3 - $270.78 $203K - $258K
954 $258M
IAK
Ishares Tr

ETFs
1.69K
+ 78.94%
$112.0 - $130.47 $189K - $220K
3.83K $494M
JEPI
J P Morgan Exchange Traded Fd

ETFs
3.54K
+ 26.0%
$54.98 - $59.51 $195K - $211K
17.1K $1.02B
MCD
Mcdonalds Corp

Consumer Cyclical
799
New
$245.82 - $304.51 $196K - $243K
799 $243M
GS
Goldman Sachs Group Inc

Financial Services
476
New
$459.02 - $510.25 $218K - $243K
476 $236M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
6.32K
New
$32.65 - $36.69 $206K - $232K
6.32K $230M
TT
Trane Technologies PLC

Industrials
590
New
$314.21 - $388.71 $185K - $229K
590 $229M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
8.87K
+ 84.58%
$23.04 - $24.06 $204K - $213K
19.3K $465M
KO
Coca Cola CO

Consumer Defensive
3.05K
New
$62.69 - $73.01 $191K - $223K
3.05K $219M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
7.62K
New
$26.01 - $27.41 $198K - $209K
7.62K $208M
AZN
Astrazeneca PLC

Healthcare
2.65K
New
$76.67 - $87.62 $203K - $232K
2.65K $206M
IYF
Ishares Tr

ETFs
1.96K
New
$93.83 - $105.05 $184K - $206K
1.96K $204M
GILD
Gilead Sciences, Inc.

Healthcare
2.43K
New
$66.59 - $83.99 $162K - $204K
2.43K $203M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
2.09K
New
$85.84 - $85.84 $179K - $179K
2.09K $202M
VUG
Vanguard Growth ETF

ETFs
442
+ 69.61%
$341.08 - $391.94 $151K - $173K
1.08K $413M
DFAE
Dimensional ETF Tr

ETFs
2.17K
+ 3.64%
$24.46 - $27.82 $53.1K - $60.3K
61.7K $1.69B
LQD
Ishares Iboxx $ Investment Gra

ETFs
419
+ 2.54%
$106.11 - $113.72 $44.5K - $47.6K
16.9K $1.91B
CGMU
Capital Group Core Plus Income
4.86K
+ 53.22%
N/A
14K $384M
EMB
Ishares Tr

ETFs
165
+ 0.7%
$87.75 - $93.74 $14.5K - $15.5K
23.6K $2.21B
AMD
Advanced Micro Devices Inc

Technology
718
+ 28.37%
$128.67 - $183.96 $92.4K - $132K
3.25K $533M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
1.24K
+ 3.4%
$41.34 - $43.55 $51.2K - $53.9K
37.6K $1.63B
AVGO
Broadcom Inc.

Technology
6K
+ 926.58%
$136.27 - $1745.86 $817K - $10.5M
6.64K $1.15B
LLY
Eli Lilly & CO

Healthcare
165
+ 7.78%
$772.14 - $960.02 $127K - $158K
2.29K $2.03B
SPY
Spdr S&P 500 ETF Trust

ETFs
44
+ 1.8%
$517.38 - $573.86 $22.8K - $25.2K
2.49K $1.43B
CGGR
Capital Group Growth ETF Shs C

ETFs
1.76K
+ 12.57%
$30.71 - $34.79 $54.1K - $61.3K
15.8K $549M
HD
Home Depot, Inc.

Consumer Cyclical
41
+ 3.81%
$333.64 - $405.2 $13.7K - $16.6K
1.12K $452M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.57K
+ 19.53%
$49.7 - $56.11 $78K - $88K
9.6K $528M
CHW
Calamos Global Dynamic Income Fund

Financial Services
8K
+ 10.6%
$6.41 - $7.17 $51.3K - $57.4K
83.5K $599M
UEC
Uranium Energy Corp

Energy
13K
New
$4.26 - $6.85 $55.4K - $89.1K
13K $80.7M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
125
+ 0.65%
$53.41 - $57.9 $6.68K - $7.24K
19.3K $1.12B
Activity Summary
Buys All Purchases 69 New Holdings 20 Increased Positions 49 Sells All Sells 52 Reductions 52 Sold out 0 Options Calls 0 Puts 0
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