Sax Wealth Advisors, LLC Purchases and Sells in Q4 2025

Sax Wealth Advisors, LLC

  • $2.07 Billion
  • Q4 2025

Top Buys

Incresed Positions

233 operations
Stock Shares change Price Range Shares Held Trade History
628K
+ 18.43%
$46.2 - $46.85 $29M - $29.4M
4.04M $187M
308K
+ 8.62%
$71.0 - $74.64 $21.8M - $23M
3.87M $282M
41.4K
+ 10.31%
$242.67 - $261.79 $10.1M - $10.8M
443K $111M
110K
+ 938.04%
$91.46 - $91.76 $10.1M - $10.1M
122K $11.2M
126K
+ 227.47%
$66.73 - $70.99 $8.39M - $8.92M
181K $12.7M
153K
+ 28.68%
$41.58 - $44.36 $6.36M - $6.78M
686K $30M
View all

New Holdings

75 operations
Stock Shares change Price Range Shares Held Trade History
230K
New
N/A
230K $7.43M
348K
New
$21.1 - $21.41 $7.34M - $7.44M
348K $7.39M
103K
New
$42.35 - $45.18 $4.35M - $4.64M
103K $4.6M
29.1K
New
$122.29 - $132.67 $3.56M - $3.86M
29.1K $3.8M
16.6K
New
$135.26 - $140.13 $2.24M - $2.32M
16.6K $2.29M
31.6K
New
$46.85 - $47.44 $1.48M - $1.5M
31.6K $1.49M
View all

Top Sells

Reduced Positions

148 operations
Stock Shares change Price Range Shares Held Trade History
-122K
- 54.04%
$46.97 - $47.77 $5.72M - $5.82M
104K $4.88M
-76.8K
- 21.87%
$48.17 - $48.5 $3.7M - $3.73M
274K $13.2M
-28.5K
- 34.9%
$95.19 - $100.66 $2.71M - $2.87M
53.1K $5.19M
-30.6K
- 3.88%
$55.75 - $58.83 $1.71M - $1.8M
757K $43.1M
-57.8K
- 22.91%
$42.71 - $43.27 $2.47M - $2.5M
195K $8.31M
-30.4K
- 62.48%
$66.27 - $69.46 $2.02M - $2.11M
18.3K $1.26M
View all

Options

Calls

1 operations
Stock Shares change Price Range Shares Held Trade History
-4
- 0.01%
$145.5 - $153.18 $582 - $613
79.7K $11.6M
Activity Summary
Buys All Purchases 308 New Holdings 75 Increased Positions 233 Sells All Sells 148 Reductions 148 Sold out 0 Options Calls 1 Puts 0
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