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
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
2.64K
+ 8.5%
$39.95 - $45.86 $106K - $121K
33.7K $1.54M
TSLA
Tesla, Inc.

Consumer Cyclical
622
+ 31.95%
$191.76 - $263.26 $119K - $164K
2.57K $672K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
5.85K
+ 3.18%
$17.02 - $18.39 $99.6K - $108K
190K $3.46M
CRM
Salesforce, Inc.

Technology
962
+ 102.67%
$238.42 - $276.53 $229K - $266K
1.9K $519K
UBER
Uber Technologies, Inc

Technology
3.68K
New
$58.48 - $77.47 $215K - $285K
3.68K $276K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
5.13K
New
$50.85 - $53.88 $261K - $277K
5.13K $275K
VT
Vanguard Total World Stk Index

ETFs
1.81K
+ 22.42%
$107.72 - $119.96 $195K - $217K
9.87K $1.18M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3.82K
+ 18.63%
$41.9 - $48.26 $160K - $184K
24.3K $1.16M
IGV
Ishares Expanded Tech Software

ETFs
2.95K
New
$77.94 - $89.37 $230K - $263K
2.95K $263K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
8.73K
+ 16.26%
$24.62 - $25.59 $215K - $223K
62.4K $1.59M
SCHC
Schwab Strategic Tr Intl Small

ETFs
6.8K
New
$34.48 - $38.87 $234K - $264K
6.8K $262K
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
3.86K
+ 24.52%
$50.43 - $55.76 $195K - $215K
19.6K $1.09M
INDA
Ishares Msci India Index Fund

ETFs
4.38K
New
$54.86 - $59.22 $240K - $259K
4.38K $256K
SMIN
Ishares Msci India Small Cap I

ETFs
2.99K
New
$79.48 - $86.97 $237K - $260K
2.99K $256K
DE
Deere & CO

Industrials
605
New
$344.84 - $418.0 $209K - $253K
605 $252K
V
Visa Inc.

Financial Services
861
+ 71.1%
$253.74 - $291.56 $218K - $251K
2.07K $569K
IWF
Ishares Russell 1000 Gr ETF

ETFs
364
+ 3.42%
$332.02 - $382.76 $121K - $139K
11K $4.13M
NEE
Nextera Energy Inc

Utilities
2.97K
New
$69.9 - $84.97 $207K - $252K
2.97K $250K
XLK
Technology Sector Spdr

ETFs
1.13K
+ 8.75%
$197.34 - $237.68 $224K - $269K
14.1K $3.18M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
2.3K
New
$95.1 - $106.76 $219K - $245K
2.3K $245K
ICE
Intercontinental Exchange, Inc.

Financial Services
1.53K
New
$136.93 - $162.81 $209K - $249K
1.53K $245K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
663
+ 48.64%
$305.34 - $350.41 $202K - $232K
2.03K $699K
DVY
Ishares Tr

ETFs
146
+ 0.93%
$119.99 - $135.74 $17.5K - $19.8K
15.8K $2.13M
ROST
Ross Stores, Inc.

Consumer Cyclical
1.58K
New
$136.06 - $155.24 $215K - $245K
1.58K $237K
TJX
Tjx Companies Inc

Consumer Cyclical
2.02K
New
$107.93 - $120.23 $218K - $243K
2.02K $237K
TPL
Texas Pacific Land Corp

Energy
268
New
$724.86 - $952.13 $194K - $255K
268 $236K
CPNG
Coupang, Inc.

Consumer Cyclical
2
+ 0.0%
$19.79 - $24.92 $39.6 - $49.8
65K $1.6M
OEF
Ishares S&P 100 ETF

ETFs
881
New
$266.03 - $266.03 $234K - $234K
881 $234K
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.18K
+ 22.91%
$75.32 - $84.37 $164K - $184K
11.7K $978K
HYG
Ishares Tr

ETFs
2.86K
New
$76.72 - $80.36 $220K - $230K
2.86K $229K
DISV
Dimensional ETF Tr Dimensional

ETFs
5.07K
+ 13.49%
$26.06 - $29.18 $132K - $148K
42.6K $1.24M
JCI
Johnson Controls International PLC

Industrials
1.95K
+ 30.02%
$65.52 - $77.61 $128K - $151K
8.43K $654K
MLPX
Global X Mlp & Energy Infrastr

ETFs
4.08K
New
$50.37 - $55.21 $206K - $225K
4.08K $222K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
212
New
$1024.09 - $1201.76 $217K - $255K
212 $222K
UNP
Union Pacific Corp

Industrials
898
New
$221.78 - $256.09 $199K - $230K
898 $221K
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
5.22K
New
$38.71 - $42.43 $202K - $221K
5.22K $220K
SHOP
Shopify Inc.

Technology
2.73K
New
$52.26 - $80.75 $143K - $220K
2.73K $218K
PYPL
Pay Pal Holdings, Inc.

Financial Services
2.78K
New
$57.22 - $80.08 $159K - $223K
2.78K $217K
WMT
Walmart Inc.

Consumer Defensive
1.39K
+ 17.48%
$66.91 - $81.4 $92.9K - $113K
9.34K $753K
IWM
Ishares Russell 2000 ETF

ETFs
828
+ 50.92%
$200.87 - $224.6 $166K - $186K
2.45K $542K
PFF
Ishares Trust Ishares Pfd And

ETFs
4.42K
+ 11.11%
$31.18 - $33.5 $138K - $148K
44.2K $1.47M
ORCL
Oracle Corp

Technology
787
+ 29.8%
$125.9 - $170.35 $99.1K - $134K
3.43K $583K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
944
New
$210.25 - $231.86 $198K - $219K
944 $210K
IWS
Ishares Russell Midcap Value E

ETFs
1.58K
New
$119.52 - $132.25 $189K - $209K
1.58K $208K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
4.39K
New
$44.66 - $49.15 $196K - $216K
4.39K $207K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
1.64K
New
$113.45 - $126.18 $186K - $207K
1.64K $206K
NFLX
Netflix Inc

Communication Services
210
+ 12.49%
$598.55 - $722.26 $126K - $152K
1.89K $1.34M
CL
Colgate Palmolive CO

Consumer Defensive
1.81K
+ 73.52%
$95.54 - $108.77 $173K - $197K
4.28K $444K
ABBV
Abb Vie Inc.

Healthcare
314
+ 5.74%
$163.84 - $199.33 $51.4K - $62.6K
5.78K $1.14M
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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