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
SCHX
Schwab Strategic Tr Us Large C

ETFs
2.99K
New
$61.11 - $67.85 $183K - $203K
2.99K $203K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
4.64K
New
$40.48 - $45.39 $188K - $210K
4.64K $203K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
2.33K
New
$77.23 - $87.97 $180K - $205K
2.33K $202K
EFG
Msci Eafe Growth ETF

ETFs
1.55K
+ 26.05%
$96.84 - $108.77 $150K - $168K
7.49K $805K
HD
Home Depot, Inc.

Consumer Cyclical
229
+ 13.24%
$333.64 - $405.2 $76.4K - $92.8K
1.96K $793K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
3.92K
+ 4.67%
$50.63 - $51.11 $198K - $200K
87.7K $4.48M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
9.34K
+ 60.38%
$19.2 - $19.82 $179K - $185K
24.8K $489K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
9.39K
+ 62.98%
$19.2 - $19.63 $180K - $184K
24.3K $475K
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.88K
+ 50.59%
$54.98 - $59.51 $158K - $171K
8.57K $509K
ICLN
Ishares

ETFs
12.5K
New
$13.26 - $14.77 $166K - $185K
12.5K $183K
UPS
United Parcel Service Inc

Industrials
1.26K
+ 35.96%
$123.32 - $147.38 $155K - $185K
4.75K $647K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
7.76K
+ 55.89%
$19.92 - $20.67 $154K - $160K
21.6K $444K
DGRO
Ishares Core Dividend Growth E

ETFs
2.35K
+ 58.81%
$57.47 - $62.76 $135K - $147K
6.35K $397K
UNH
Unitedhealth Group Inc

Healthcare
225
+ 49.78%
$488.01 - $604.18 $110K - $136K
677 $395K
VPU
Vanguard Utilities ETF

ETFs
34
+ 0.57%
$146.64 - $174.54 $4.99K - $5.93K
6.03K $1.05M
COST
Costco Wholesale Corp

Consumer Defensive
131
+ 11.17%
$801.83 - $917.05 $105K - $120K
1.3K $1.16M
JQC
Nuveen Credit Strategies Income Fund

Financial Services
27.2K
New
$5.44 - $5.91 $148K - $161K
27.2K $157K
HCA
Hca Healthcare, Inc.

Healthcare
153
+ 14.8%
$315.12 - $406.43 $48.2K - $62.2K
1.19K $482K
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
1.55K
+ 28.03%
$82.41 - $92.06 $128K - $143K
7.09K $639K
ETN
Eaton Corp PLC

Industrials
335
+ 19.59%
$272.52 - $333.02 $91.3K - $112K
2.05K $677K
PM
Philip Morris International Inc.

Consumer Defensive
212
+ 3.68%
$101.25 - $127.45 $21.5K - $27K
5.97K $724K
MUB
Ishares National Muni Bond ETF

ETFs
974
+ 6.02%
$106.13 - $108.7 $103K - $106K
17.2K $1.86M
FLEX
Flex Ltd.

Technology
2.47K
+ 17.48%
$28.1 - $34.0 $69.5K - $84K
16.6K $555K
IWD
Ishares Russell 1000 Val ETF

ETFs
97
+ 1.27%
$173.36 - $189.8 $16.8K - $18.4K
7.74K $1.47M
PEP
Pepsico Inc

Consumer Defensive
659
+ 14.04%
$161.9 - $179.3 $107K - $118K
5.35K $910K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
643
+ 8.68%
$108.44 - $120.37 $69.7K - $77.4K
8.05K $968K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
1.84K
+ 28.37%
$51.29 - $56.57 $94.4K - $104K
8.33K $471K
XLF
Financial Sector Spdr

ETFs
818
+ 3.91%
$40.84 - $45.74 $33.4K - $37.4K
21.7K $985K
BSCU
Invesco Exc Self Ind Tr

ETFs
6.49K
+ 38.14%
$16.19 - $17.05 $105K - $111K
23.5K $398K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
3.26K
+ 1.95%
$24.78 - $25.11 $80.9K - $82K
171K $4.29M
VEA
Vanguard Ftse Developed Market

ETFs
748
+ 3.15%
$47.6 - $53.31 $35.6K - $39.9K
24.5K $1.3M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
1.55K
+ 27.78%
$55.06 - $62.25 $85.1K - $96.2K
7.11K $437K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
5.82K
+ 38.25%
$18.12 - $18.92 $106K - $110K
21K $395K
IGD
Voya Global Equity Dividend & Premium Opportunity Fund

Financial Services
21K
New
$5.1 - $5.68 $107K - $119K
21K $118K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
181
+ 0.96%
$75.63 - $84.89 $13.7K - $15.4K
19K $1.6M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
438
+ 34.14%
$201.82 - $234.36 $88.4K - $103K
1.72K $396K
VONG
Vanguard Russell 1000 Growth E

ETFs
1.13K
+ 43.97%
$85.48 - $98.39 $96.9K - $112K
3.71K $358K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
12.9K
+ 115.53%
$7.86 - $8.77 $101K - $113K
24K $209K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
4K
+ 45.25%
$24.86 - $26.33 $99.4K - $105K
12.8K $335K
GS
Goldman Sachs Group Inc

Financial Services
153
+ 18.04%
$459.02 - $510.25 $70.2K - $78.1K
1K $495K
DSI
Ishares Msci Kld 400 Social Et

ETFs
840
+ 31.32%
$97.81 - $108.79 $82.2K - $91.4K
3.52K $383K
BMY
Bristol Myers Squibb CO

Healthcare
487
+ 6.4%
$39.66 - $51.75 $19.3K - $25.2K
8.1K $419K
GOOGL
Alphabet Inc.

Communication Services
1.43K
+ 16.51%
$148.65 - $191.18 $213K - $274K
10.1K $1.68M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
754
+ 19.67%
$96.25 - $101.98 $72.6K - $76.9K
4.59K $464K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
114
+ 21.88%
$523.84 - $572.02 $59.7K - $65.2K
635 $361K
A
Agilent Technologies, Inc.

Healthcare
341
+ 21.31%
$125.42 - $148.48 $42.8K - $50.6K
1.94K $288K
GOOG
Alphabet Inc.

Communication Services
2.08K
+ 12.68%
$149.54 - $192.66 $311K - $401K
18.5K $3.09M
PG
Procter & Gamble CO

Consumer Defensive
241
+ 5.09%
$160.76 - $177.82 $38.7K - $42.9K
4.97K $861K
FCX
Freeport Mcmoran Inc

Basic Materials
1.38K
+ 32.3%
$39.52 - $51.92 $54.6K - $71.8K
5.66K $282K
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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