Sax Wealth Advisors, LLC Purchases in Q3 2024

Sax Wealth Advisors, LLC

  • $1.11 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DFUS
Dimensional ETF Tr U S Equity

ETFs
110K
+ 3.53%
$56.04 - $62.2 $6.15M - $6.83M
3.22M $200M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
303K
+ 73.02%
$44.65 - $47.21 $13.5M - $14.3M
719K $33.6M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
92.9K
+ 1435.67%
$94.31 - $103.26 $8.76M - $9.59M
99.4K $10.2M
QUAL
Ishares Msci Usa Quality Facto

ETFs
17.8K
+ 4.71%
$162.64 - $179.3 $2.89M - $3.19M
395K $70.9M
MCD
Mcdonalds Corp

Consumer Cyclical
18.3K
+ 467.43%
$245.82 - $304.51 $4.51M - $5.59M
22.3K $6.78M
LQD
Ishares Iboxx $ Investment Gra

ETFs
44.2K
New
$106.11 - $113.72 $4.69M - $5.03M
44.2K $5M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
16.5K
+ 5.79%
$178.94 - $207.0 $2.95M - $3.41M
301K $60.4M
DFAS
Dimensional ETF Tr U S Small C

ETFs
21.5K
+ 4.18%
$59.25 - $65.33 $1.27M - $1.4M
535K $34.7M
SPY
Spdr S&P 500 ETF Trust

ETFs
4.67K
+ 21.52%
$517.38 - $573.86 $2.42M - $2.68M
26.4K $15.1M
DUHP
Dimensional ETF Tr Dimensional

ETFs
40K
+ 4.35%
$30.74 - $34.07 $1.23M - $1.36M
959K $32.7M
DIHP
Dimensional ETF Tr Dimensional

ETFs
54.4K
+ 7.82%
$25.23 - $27.94 $1.37M - $1.52M
751K $20.8M
DFIV
Dimensional ETF Tr

ETFs
46.2K
+ 14.59%
$34.66 - $38.38 $1.6M - $1.77M
363K $13.8M
NDAQ
Nasdaq, Inc.

Financial Services
31.2K
New
$59.48 - $74.31 $1.85M - $2.32M
31.2K $2.28M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
18.8K
+ 2.42%
$41.34 - $43.55 $778K - $819K
795K $34.3M
ITOT
Ishares Core S&P Total U.S. St

ETFs
5.05K
+ 3.48%
$113.41 - $125.62 $573K - $635K
150K $18.9M
IVV
Ishares Core S&P 500 ETF

ETFs
1.95K
+ 12.62%
$520.18 - $576.82 $1.01M - $1.13M
17.4K $10M
HYDB
Ishares Tr Edge High Yield Def

ETFs
30K
+ 38.3%
$46.14 - $48.06 $1.38M - $1.44M
108K $5.2M
DFSD
Dimensional ETF Tr Short Durat

ETFs
22K
+ 4.19%
$47.0 - $47.84 $1.04M - $1.05M
548K $26.1M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
19.1K
+ 20.72%
$47.7 - $48.54 $910K - $926K
111K $5.4M
DFAU
Dimensional ETF Tr

ETFs
943
+ 0.23%
$35.8 - $39.69 $33.8K - $37.4K
402K $16M
VTI
Vanguard Total Stock Market Et

ETFs
1.79K
+ 8.84%
$255.18 - $283.2 $457K - $507K
22.1K $6.24M
VZ
Verizon Communications Inc

Communication Services
14.7K
+ 116.15%
$38.89 - $45.0 $572K - $662K
27.4K $1.23M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
6.99K
New
$100.3 - $100.74 $701K - $704K
6.99K $704K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
25K
+ 19.39%
$23.63 - $24.42 $592K - $611K
154K $3.76M
NVDA
Nvidia Corp

Technology
6.17K
+ 15.89%
$98.91 - $134.91 $610K - $832K
45K $5.46M
PH
Parker Hannifin Corp

Industrials
1.03K
New
$501.01 - $635.92 $517K - $656K
1.03K $651K
MSFT
Microsoft Corp

Technology
2.45K
+ 10.09%
$395.15 - $467.56 $969K - $1.15M
26.8K $11.5M
FNDE
Schwab Fundamental Emerging Mk

ETFs
19.2K
+ 237.5%
$28.02 - $32.68 $539K - $628K
27.3K $881K
DFAX
Dimensional ETF Tr
6.75K
+ 2.42%
$24.29 - $27.25 $164K - $184K
285K $7.71M
META
Meta Platforms, Inc.

Communication Services
663
+ 18.78%
$453.41 - $572.44 $301K - $380K
4.19K $2.4M
JPM
Jpmorgan Chase & CO

Financial Services
2.37K
+ 21.36%
$194.9 - $224.8 $462K - $533K
13.5K $2.84M
ETJ
Eaton Vance Risk Managed Diversified Equity Income Fund

Financial Services
59K
New
$8.4 - $9.19 $496K - $542K
59K $541K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
23.1K
+ 12.23%
$23.75 - $23.75 $549K - $549K
212K $5.03M
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
7.27K
+ 28.99%
$57.22 - $64.18 $416K - $466K
32.3K $2.06M
IVE
Ishares S&P 500 Value ETF

ETFs
957
+ 4.39%
$181.06 - $197.17 $173K - $189K
22.8K $4.49M
XOM
Exxon Mobil Corp

Energy
3.96K
+ 25.59%
$109.72 - $119.0 $435K - $471K
19.4K $2.28M
VNQ
Vanguard Specialized Funds Van

ETFs
1.17K
+ 5.69%
$82.97 - $98.97 $96.8K - $115K
21.7K $2.11M
VB
Vanguard Small Cap ETF

ETFs
1.06K
+ 14.98%
$214.77 - $237.72 $227K - $251K
8.1K $1.92M
VV
Vanguard Large Cap ETF

ETFs
1.28K
+ 56.27%
$236.92 - $263.4 $303K - $337K
3.55K $934K
MRVL
Marvell Technology, Inc.

Technology
4.8K
+ 75.79%
$56.15 - $76.24 $270K - $366K
11.1K $803K
PAAS
Pan American Silver Corp

Basic Materials
17K
New
$18.58 - $24.18 $317K - $412K
17K $355K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.71K
+ 73.75%
$162.83 - $179.16 $279K - $307K
4.04K $723K
WCC
Wesco International Inc

Industrials
1.92K
+ 125.95%
$149.47 - $183.24 $287K - $352K
3.45K $579K
DOW
Dow Inc.

Basic Materials
6.13K
New
$50.15 - $55.41 $307K - $339K
6.13K $334K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
122
+ 1.33%
$475.2 - $527.7 $58K - $64.4K
9.28K $4.9M
MGK
Vanguard Mega Cap Growth ETF

ETFs
973
New
$285.48 - $330.24 $278K - $321K
973 $313K
IBM
International Business Machines Corp

Technology
465
+ 11.01%
$175.1 - $223.38 $81.4K - $104K
4.69K $1.04M
F
Ford Motor CO

Consumer Cyclical
27.9K
New
$9.71 - $14.55 $271K - $407K
27.9K $295K
GE
General Electric CO

Industrials
879
+ 20.21%
$156.66 - $189.66 $138K - $167K
5.23K $985K
Activity Summary
Buys All Purchases 200 New Holdings 42 Increased Positions 158 Sells All Sells 65 Reductions 65 Sold out 0 Options Calls 0 Puts 0
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