Saxony Capital Management, LLC Incresed Positions in Q3 2025

Saxony Capital Management, LLC

  • $141 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DUK
Duke Energy Corp

Utilities
1
+ 0.02%
$116.31 - $125.93 $116 - $126
4.19K $518K
ORI
Old Republic International Corp

Financial Services
28
+ 0.48%
$35.74 - $42.47 $1K - $1.19K
5.83K $247K
COP
Conocophillips

Energy
5
+ 0.1%
$91.0 - $98.99 $455 - $495
4.81K $455K
WMT
Walmart Inc.

Consumer Defensive
12
+ 0.44%
$94.4 - $104.27 $1.13K - $1.25K
2.71K $279K
XOM
Exxon Mobil Corp

Energy
1
+ 0.04%
$105.83 - $117.22 $106 - $117
2.49K $280K
VIG
Vanguard Dividend Appreciation

ETFs
73
+ 1.0%
N/A
7.35K $1.34M
AXP
American Express CO

Financial Services
1
+ 0.12%
$294.27 - $342.31 $294 - $342
803 $266K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
10
+ 0.13%
$26.88 - $27.78 $269 - $278
7.58K $210K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
74
+ 1.14%
$42.75 - $43.37 $3.16K - $3.21K
6.55K $283K
AWK
American Water Works Company, Inc.

Utilities
11
+ 0.18%
$135.05 - $147.0 $1.49K - $1.62K
6.29K $875K
CGSD
Capital Grp Core Plus Income E
7.17K
+ 7.64%
N/A
101K $0
IRM
Iron Mountain Inc

Real Estate
15
+ 0.7%
$89.46 - $104.46 $1.34K - $1.57K
2.15K $219K
Capital Grp Fixed Incm ETF T
8.37K
+ 11.51%
N/A
81.1K $0
ET
Energy Transfer LP

Energy
993
+ 5.26%
$17.11 - $18.16 $17K - $18K
19.9K $340K
LLY
Eli Lilly & CO

Healthcare
40
+ 1.84%
$625.65 - $812.69 $25K - $32.5K
2.21K $1.69M
KO
Coca Cola CO

Consumer Defensive
66
+ 2.23%
$65.67 - $71.67 $4.33K - $4.73K
3.02K $200K
T
At&T Inc.

Communication Services
33
+ 0.23%
$26.94 - $29.62 $889 - $977
14.3K $402K
DIS
Walt Disney CO

Communication Services
50
+ 2.37%
$112.25 - $124.0 $5.61K - $6.2K
2.16K $246K
HON
Honeywell International Inc

Industrials
42
+ 3.1%
$207.7 - $240.4 $8.72K - $10.1K
1.4K $293K
PG
Procter & Gamble CO

Consumer Defensive
52
+ 0.83%
$150.47 - $161.22 $7.82K - $8.38K
6.35K $976K
NFLX
Netflix Inc

Communication Services
38
+ 5.25%
$1147.87 - $1297.18 $43.6K - $49.3K
762 $913K
Activity Summary
Buys All Purchases 105 New Holdings 33 Increased Positions 72 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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