Saxony Capital Management, LLC Purchases in Q4 2025

Saxony Capital Management, LLC

  • $145 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VYM
Vanguard Whitehall Fds (Vangua

ETFs
587
+ 19.92%
$137.47 - $143.13 $80.7K - $84K
3.53K $498K
NEE
Nextera Energy Inc

Utilities
132
+ 2.5%
$78.18 - $86.03 $10.3K - $11.4K
5.42K $464K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
104
+ 8.13%
$475.68 - $513.11 $49.5K - $53.4K
1.38K $704K
VTV
Vanguard Value ETF

ETFs
288
+ 11.24%
$182.87 - $189.72 $52.7K - $54.6K
2.85K $533K
CINF
Cincinnati Financial Corp

Financial Services
110
+ 2.02%
$151.39 - $166.89 $16.7K - $18.4K
5.55K $910K
META
Meta Platforms, Inc.

Communication Services
285
+ 27.43%
$609.01 - $751.67 $174K - $214K
1.32K $806K
COST
Costco Wholesale Corp

Consumer Defensive
51
+ 8.99%
$910.94 - $954.99 $46.5K - $48.7K
618 $563K
DUK
Duke Energy Corp

Utilities
206
+ 4.92%
$121.57 - $129.03 $25K - $26.6K
4.39K $549K
AOA
Ishares Tr Core Aggressive All

ETFs
219
+ 1.48%
$86.51 - $90.12 $18.9K - $19.7K
15K $1.33M
AXP
American Express CO

Financial Services
60
+ 7.47%
$316.26 - $372.77 $19K - $22.4K
863 $294K
SHOP
Shopify Inc.

Technology
161
+ 5.47%
$146.04 - $179.01 $23.5K - $28.8K
3.1K $453K
ORI
Old Republic International Corp

Financial Services
60
+ 1.03%
$38.4 - $44.35 $2.3K - $2.66K
5.89K $261K
XOM
Exxon Mobil Corp

Energy
5
+ 0.2%
$110.64 - $119.78 $553 - $599
2.49K $293K
MDT
Medtronic PLC

Healthcare
40
+ 1.31%
$90.06 - $98.43 $3.6K - $3.94K
3.09K $297K
ABBV
Abb Vie Inc.

Healthcare
1
+ 0.04%
$211.96 - $244.38 $212 - $244
2.47K $577K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
37
+ 1.71%
N/A
2.2K $189K
ET
Energy Transfer LP

Energy
404
+ 2.03%
$16.29 - $17.01 $6.58K - $6.87K
20.3K $344K
AEE
Ameren Corp

Utilities
14
+ 0.32%
$101.28 - $105.72 $1.42K - $1.48K
4.39K $461K
BA
Boeing CO

Industrials
223
+ 13.21%
$191.81 - $225.32 $42.8K - $50.2K
1.91K $366K
Vaneck ETF Trust
13.8K
New
N/A
13.8K $0
J P Morgan Exchange Traded F
47.8K
+ 1483.58%
N/A
51K $0
Capital Grp Fixed Incm ETF T
40.2K
+ 49.61%
N/A
121K $0
Gsk PLC
4.25K
New
N/A
4.25K $0
Capital Group New Geography
18.7K
New
N/A
18.7K $0
CGSD
Capital Grp Core Plus Income E
34.8K
+ 34.43%
N/A
136K $0
Blackrock ETF Trust
34.7K
New
N/A
34.7K $0
Ishares Bitcoin Trust ETF
4.25K
New
N/A
4.25K $0
Blackrock ETF Trust Ii
7.4K
New
N/A
7.4K $0
Goldman Sachs ETF Tr
294
+ 4.73%
N/A
6.51K $0
CVX
Chevron Corp

Energy
11
+ 0.26%
$148.9 - $157.72 $1.64K - $1.73K
4.25K $657K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
35
+ 1.54%
$93.79 - $100.35 $3.28K - $3.51K
2.32K $217K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
15
+ 0.2%
$27.24 - $27.76 $409 - $416
7.6K $206K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
30
+ 0.07%
$8.94 - $9.19 $268 - $276
42.9K $384K
UBER
Uber Technologies, Inc

Technology
225
+ 4.43%
$91.62 - $100.1 $20.6K - $22.5K
5.31K $486K
HON
Honeywell International Inc

Industrials
24
+ 1.72%
$194.07 - $220.67 $4.66K - $5.3K
1.42K $278K
MSFT
Microsoft Corp

Technology
23
+ 0.61%
$496.82 - $542.07 $11.4K - $12.5K
3.81K $1.93M
COP
Conocophillips

Energy
6
+ 0.12%
$85.66 - $95.46 $514 - $573
4.82K $427K
T
At&T Inc.

Communication Services
3
+ 0.02%
$24.44 - $27.55 $73.3 - $82.7
14.3K $363K
AWK
American Water Works Company, Inc.

Utilities
1
+ 0.02%
$125.97 - $145.43 $126 - $145
6.29K $828K
TSLA
Tesla, Inc.

Consumer Cyclical
91
+ 2.23%
$401.99 - $468.37 $36.6K - $42.6K
4.18K $1.71M
Activity Summary
Buys All Purchases 91 New Holdings 31 Increased Positions 60 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
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