Sax Wealth Advisors, LLC Purchases and Sells in Q3 2024

Sax Wealth Advisors, LLC

$1.11 Billion
Q3 2024

Top Buys

Incresed Positions

158 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFUS	110K + 3.53%	$56.04 - $62.2 $6.15M - $6.83M	3.22M $200M
FBND	303K + 73.02%	$44.65 - $47.21 $13.5M - $14.3M	719K $33.6M
XMHQ	92.9K + 1435.67%	$94.31 - $103.26 $8.76M - $9.59M	99.4K $10.2M
QUAL	17.8K + 4.71%	$162.64 - $179.3 $2.89M - $3.19M	395K $70.9M
MCD	18.3K + 467.43%	$245.82 - $304.51 $4.51M - $5.59M	22.3K $6.78M
QQQM	16.5K + 5.79%	$178.94 - $207.0 $2.95M - $3.41M	301K $60.4M

New Holdings

42 operations

Stock	Shares change	Price Range	Shares Held	Trade History
LQD	44.2K New	$106.11 - $113.72 $4.69M - $5.03M	44.2K $5M
NDAQ	31.2K New	$59.48 - $74.31 $1.85M - $2.32M	31.2K $2.28M
SGOV	6.99K New	$100.3 - $100.74 $701K - $704K	6.99K $704K
PH	1.03K New	$501.01 - $635.92 $517K - $656K	1.03K $651K
ETJ	59K New	$8.4 - $9.19 $496K - $542K	59K $541K
PAAS	17K New	$18.58 - $24.18 $317K - $412K	17K $355K

Top Sells

Reduced Positions

65 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IJH	-145K - 18.62%	$57.32 - $62.65 $8.33M - $9.11M	635K $39.6M
CVX	-3.63K - 39.74%	$137.88 - $161.97 $500K - $588K	5.5K $810K
TMUS	-3.51K - 67.9%	$175.14 - $206.36 $614K - $724K	1.66K $342K
CFLT	-4.19K - 8.06%	$18.67 - $29.31 $78.2K - $123K	47.8K $973K
DXCM	-2.42K - 28.57%	$64.0 - $116.06 $155K - $281K	6.06K $406K
DDOG	-358 - 4.19%	$104.97 - $134.56 $37.6K - $48.2K	8.18K $941K

Activity Summary All Purchases 200 New Holdings 42 Increased Positions 158 All Sells 65 Reductions 65 Sold out 0 Calls 0 Puts 0

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