Saxony Capital Management, LLC Incresed Positions in Q3 2024

Saxony Capital Management, LLC

  • $109 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
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
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
ACWI
Ishares Msci Acwi ETF

ETFs
1.26K
+ 5.34%
$107.24 - $119.84 $136K - $151K
24.9K $2.98B
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
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
8.87K
+ 84.58%
$23.04 - $24.06 $204K - $213K
19.3K $465M
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
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
125
+ 0.65%
$53.41 - $57.9 $6.68K - $7.24K
19.3K $1.12B
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
3.5K
+ 15.99%
$12.25 - $13.39 $42.9K - $46.9K
25.4K $340M
ACN
Accenture PLC

Technology
6
+ 0.49%
$295.44 - $355.81 $1.77K - $2.13K
1.24K $437M
VIG
Vanguard Dividend Appreciation

ETFs
65
+ 2.05%
$182.15 - $182.15 $11.8K - $11.8K
3.24K $641M
HEFA
Ishares Currency Hedged Msci E

ETFs
1.68K
+ 24.61%
$32.34 - $35.85 $54.3K - $60.2K
8.51K $301M
PG
Procter & Gamble CO

Consumer Defensive
13
+ 0.22%
$160.76 - $177.82 $2.09K - $2.31K
6.03K $1.04B
AXP
American Express CO

Financial Services
15
+ 1.49%
$225.92 - $271.17 $3.39K - $4.07K
1.02K $277M
UNH
Unitedhealth Group Inc

Healthcare
4
+ 0.75%
$488.01 - $604.18 $1.95K - $2.42K
534 $312M
MDT
Medtronic PLC

Healthcare
16
+ 0.62%
$76.84 - $91.03 $1.23K - $1.46K
2.6K $234M
FTCS
First Trust Capital Strength E

ETFs
100
+ 3.4%
$83.58 - $90.94 $8.36K - $9.09K
3.04K $276M
COST
Costco Wholesale Corp

Consumer Defensive
10
+ 1.82%
$801.83 - $917.05 $8.02K - $9.17K
558 $494M
FTA
First Tr Large Cap Value

ETFs
1
+ 0.03%
$72.76 - $79.13 $72.8 - $79.1
3.01K $238M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
14
+ 0.25%
$76.94 - $79.54 $1.08K - $1.11K
5.61K $446M
IYW
Ishares Dj Us Tech ETF

ETFs
76
+ 5.44%
$133.16 - $158.73 $10.1K - $12.1K
1.47K $223M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
64
+ 1.05%
$41.95 - $43.42 $2.68K - $2.78K
6.17K $268M
Capital Grp Fixed Incm ETF T
76
+ 0.75%
N/A
10.2K $268M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
603
+ 1.39%
$12.67 - $14.36 $7.64K - $8.66K
43.9K $589M
COP
Conocophillips

Energy
3
+ 0.07%
$102.3 - $116.61 $307 - $350
4.29K $451M
LPG
Dorian Lpg Ltd.

Energy
69
+ 1.14%
$33.05 - $43.68 $2.28K - $3.01K
6.1K $210M
DVN
Devon Energy Corp

Energy
16
+ 0.28%
$37.87 - $48.65 $606 - $778
5.79K $226M
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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