Sax Wealth Advisors, LLC Purchases in Q4 2025

Sax Wealth Advisors, LLC

  • $2.07 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
BOE
Black Rock Enhanced Global Dividend Trust

Financial Services
85.3K
New
$11.34 - $11.8 $967K - $1.01M
85.3K $967K
CAH
Cardinal Health Inc

Healthcare
4.66K
New
$153.27 - $206.06 $715K - $961K
4.66K $957K
VVR
Invesco Senior Income Trust

Financial Services
281K
New
$3.25 - $3.41 $914K - $959K
281K $947K
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
22.8K
+ 23.01%
$31.06 - $33.86 $709K - $773K
122K $4.11M
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
36.9K
New
$25.25 - $25.65 $932K - $947K
36.9K $944K
FSMO
Fidelity Covington Tr

ETFs
35.7K
+ 22.73%
N/A
193K $5.07M
SCHV
Schwab Strategic Tr Us Large C

ETFs
32K
+ 97.36%
$28.46 - $29.45 $912K - $944K
65K $1.88M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
3.64K
+ 48.37%
$219.27 - $238.71 $799K - $870K
11.2K $2.52M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
32.4K
New
$25.75 - $26.12 $835K - $847K
32.4K $836K
SPY
Spdr S&P 500 ETF Trust

ETFs
1.27K
+ 4.54%
$653.02 - $687.39 $831K - $875K
29.3K $19.5M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
12.4K
+ 28.37%
$57.9 - $61.26 $719K - $761K
56.2K $3.37M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
16.4K
+ 111.67%
$45.48 - $45.92 $744K - $751K
31K $1.42M
DISV
Dimensional ETF Tr Dimensional

ETFs
19.5K
+ 15.33%
$35.06 - $36.3 $683K - $707K
147K $5.27M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
3.84K
+ 18.09%
$245.79 - $258.02 $943K - $990K
25K $6.16M
DUHP
Dimensional ETF Tr Dimensional

ETFs
20.8K
+ 3.03%
$37.18 - $38.47 $774K - $801K
709K $26.7M
OEF
Ishares S&P 100 ETF

ETFs
2.59K
+ 57.51%
N/A
7.08K $1.88M
XOM
Exxon Mobil Corp

Energy
4.73K
+ 18.35%
$110.64 - $119.78 $524K - $567K
30.5K $3.59M
META
Meta Platforms, Inc.

Communication Services
2.29K
+ 39.97%
$609.01 - $751.67 $1.39M - $1.72M
8.02K $4.89M
IVV
Ishares Core S&P 500 ETF

ETFs
726
+ 2.51%
$656.2 - $690.71 $476K - $501K
29.6K $20M
CAT
Caterpillar Inc

Industrials
831
+ 30.9%
$480.82 - $585.49 $400K - $487K
3.52K $1.94M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
2.37K
New
$256.75 - $275.06 $608K - $652K
2.37K $639K
RSP
Invesco S&P 500 Equal Weight E

ETFs
3.66K
+ 18.48%
$185.12 - $192.11 $677K - $703K
23.4K $4.39M
TPL
Texas Pacific Land Corp

Energy
590
+ 202.75%
$889.25 - $1022.65 $525K - $603K
881 $900K
JNJ
Johnson & Johnson

Healthcare
726
+ 2.2%
$185.98 - $199.58 $135K - $145K
33.7K $6.72M
QQQ
Invesco Qqq Trust, Series 1

ETFs
885
+ 5.84%
$589.5 - $635.77 $522K - $563K
16K $9.68M
WMT
Walmart Inc.

Consumer Defensive
5.54K
+ 48.87%
$101.18 - $109.03 $561K - $604K
16.9K $1.74M
IVE
Ishares S&P 500 Value ETF

ETFs
2.22K
+ 6.75%
$202.52 - $212.07 $450K - $472K
35.2K $7.37M
BSJT
Invesco Self Indexed Fd Tr Bul

ETFs
25.6K
New
$21.35 - $21.61 $547K - $553K
25.6K $549K
AVGO
Broadcom Inc.

Technology
1.22K
+ 12.9%
$324.63 - $385.98 $397K - $472K
10.7K $3.67M
LQD
Ishares Iboxx $ Investment Gra

ETFs
5.41K
+ 11.67%
$110.25 - $112.92 $597K - $611K
51.8K $5.71M
MUB
Ishares National Muni Bond ETF

ETFs
4.84K
+ 15.65%
$106.36 - $107.61 $515K - $521K
35.8K $3.82M
ITOT
Ishares Core S&P Total U.S. St

ETFs
3K
+ 2.24%
$142.79 - $150.05 $428K - $450K
137K $20M
MU
Micron Technology Inc

Technology
2.15K
New
$181.6 - $253.3 $391K - $545K
2.15K $530K
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
49.2K
New
$10.71 - $11.22 $527K - $552K
49.2K $527K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
10.3K
+ 156.74%
$49.98 - $50.59 $514K - $521K
16.9K $847K
JPM
Jpmorgan Chase & CO

Financial Services
2.77K
+ 13.07%
$294.11 - $320.41 $815K - $888K
24K $7.2M
USFR
Wisdomtree Floating Rate Treas

ETFs
9.32K
+ 58.29%
$50.24 - $50.4 $468K - $470K
25.3K $1.27M
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
36K
New
$12.75 - $13.13 $459K - $473K
36K $464K
PHYL
Pgim ETF Tr

ETFs
14.2K
+ 15.79%
$35.18 - $35.74 $499K - $507K
104K $3.67M
MMM
3 M CO

Industrials
2.73K
New
$148.75 - $171.6 $406K - $468K
2.73K $451K
TEI
Templeton Emerging Markets Income Fund

Financial Services
67.6K
New
$6.18 - $6.5 $417K - $439K
67.6K $433K
O
Realty Income Corp

Real Estate
7.26K
New
$56.12 - $60.64 $407K - $440K
7.26K $412K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
654
+ 5.28%
$475.68 - $513.11 $311K - $336K
13K $6.63M
JEPI
J P Morgan Exchange Traded Fd

ETFs
7.48K
+ 12.8%
$56.0 - $57.6 $419K - $431K
65.9K $3.74M
SO
Southern CO

Utilities
4.4K
New
$90.58 - $99.72 $399K - $439K
4.4K $398K
HWM
Howmet Aerospace Inc.

Industrials
1.94K
New
$184.09 - $209.74 $356K - $406K
1.94K $393K
AZN
Astrazeneca PLC

Healthcare
4.39K
New
$81.15 - $89.4 $356K - $393K
4.39K $392K
NEE
Nextera Energy Inc

Utilities
2.22K
+ 11.46%
$78.18 - $86.03 $174K - $191K
21.6K $1.85M
R
Ryder System Inc

Industrials
2.38K
New
$160.2 - $194.22 $380K - $461K
2.38K $390K
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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