Saxony Capital Management, LLC New Holdings 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
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
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
32.1K
New
$17.34 - $19.53 $557K - $627K
32.1K $627M
VTI
Vanguard Total Stock Market Et

ETFs
2.14K
New
$255.18 - $283.2 $546K - $605K
2.14K $605M
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
MCD
Mcdonalds Corp

Consumer Cyclical
799
New
$245.82 - $304.51 $196K - $243K
799 $243M
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
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
UEC
Uranium Energy Corp

Energy
13K
New
$4.26 - $6.85 $55.4K - $89.1K
13K $80.7M
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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