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
JCI
Johnson Controls International PLC

Industrials
2.2K
+ 15.89%
$105.55 - $122.66 $232K - $269K
16K $1.9M
APH
Amphenol Corp

Technology
2.83K
New
$121.7 - $143.85 $345K - $408K
2.83K $378K
HEQ
John Hancock Hedged Equity & Income Fund

Financial Services
34K
New
$10.46 - $10.85 $355K - $368K
34K $367K
FNDA
Schwab Fundamental U S Small C

ETFs
11.7K
New
$29.85 - $31.55 $349K - $369K
11.7K $354K
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
8.54K
New
$39.84 - $41.63 $340K - $356K
8.54K $345K
IBM
International Business Machines Corp

Technology
844
+ 13.58%
$275.97 - $314.98 $233K - $266K
7.06K $2.1M
COST
Costco Wholesale Corp

Consumer Defensive
397
+ 24.46%
$910.94 - $954.99 $362K - $379K
2.02K $1.84M
PLTR
Palantir Technologies Inc.

Technology
2.24K
+ 38.5%
$172.14 - $207.18 $386K - $465K
8.07K $1.4M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.18K
+ 50.23%
$280.66 - $305.09 $331K - $360K
3.53K $994K
MCK
Mckesson Corp

Healthcare
398
New
$738.06 - $859.37 $294K - $342K
398 $335K
VLO
Valero Energy Corp

Energy
1.79K
New
$156.39 - $181.76 $279K - $325K
1.79K $324K
KR
Kroger CO

Consumer Defensive
4.85K
New
$63.15 - $69.15 $306K - $335K
4.85K $323K
VV
Vanguard Large Cap ETF

ETFs
916
+ 6.52%
$301.9 - $317.98 $277K - $291K
15K $4.65M
CSCO
Cisco Systems, Inc.

Technology
2.77K
+ 25.41%
$67.46 - $78.0 $187K - $216K
13.7K $1.06M
RMT
Royce Micro Cap Trust, Inc.

Financial Services
31.4K
New
$9.95 - $10.74 $313K - $338K
31.4K $312K
AEP
American Electric Power CO Inc

Utilities
2.56K
New
$112.75 - $122.73 $289K - $315K
2.56K $311K
FDX
Fedex Corp

Industrials
1.17K
New
$224.63 - $268.67 $263K - $314K
1.17K $309K
DIHP
Dimensional ETF Tr Dimensional

ETFs
1.77K
+ 0.51%
$30.11 - $31.43 $53.2K - $55.5K
347K $10.8M
SYY
Sysco Corp

Consumer Defensive
3.98K
New
$72.9 - $83.27 $290K - $331K
3.98K $297K
PRU
Prudential Financial Inc

Financial Services
2.71K
New
$99.13 - $107.85 $269K - $292K
2.71K $290K
JOF
Japan Smaller Capitalization Fund Inc

Financial Services
27.2K
New
$9.96 - $10.78 $271K - $293K
27.2K $285K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.01K
+ 45.11%
$137.47 - $143.13 $277K - $288K
6.47K $912K
XAR
Spdr S&P Aerospace & Defense E

ETFs
1.27K
+ 118.38%
$227.13 - $251.24 $288K - $319K
2.34K $533K
AMAT
Applied Materials Inc

Technology
120
+ 1.14%
$209.95 - $240.89 $25.2K - $28.9K
10.7K $2.44M
AIQ
Global X Funds Global X Artifi

ETFs
5.62K
New
$48.93 - $53.56 $275K - $301K
5.62K $281K
NXJ
Nuveen New Jersey Quality Municipal Income Fund

Financial Services
18.5K
+ 16.89%
$12.5 - $12.88 $231K - $238K
128K $1.64M
NUW
Nuveen Amt Free Municipal Value Fund

Financial Services
19.4K
New
$14.16 - $14.39 $275K - $279K
19.4K $276K
AIZ
Assurant, Inc.

Financial Services
1.16K
New
$207.7 - $228.59 $240K - $264K
1.16K $264K
AVMU
American Centy ETF Travantis C

ETFs
4.88K
+ 4.56%
$45.51 - $46.25 $222K - $226K
112K $5.14M
GRMN
Garmin LTD

Technology
1.34K
New
$194.13 - $259.77 $260K - $348K
1.34K $260K
RSG
Republic Services, Inc.

Industrials
1.24K
New
$204.12 - $227.29 $253K - $281K
1.24K $259K
LLY
Eli Lilly & CO

Healthcare
26
+ 2.9%
$799.57 - $1025.28 $20.8K - $26.7K
922 $942K
SAH
Sonic Automotive Inc

Consumer Cyclical
4.06K
New
$59.68 - $77.84 $242K - $316K
4.06K $259K
PSX
Phillips 66

Energy
1.81K
New
$126.76 - $142.32 $230K - $258K
1.81K $257K
AFL
Aflac Inc

Financial Services
2.23K
New
$105.7 - $115.01 $235K - $256K
2.23K $254K
MEAR
Blackrock Short Maturity Munic

ETFs
5K
New
$50.31 - $50.47 $252K - $252K
5K $251K
DFSV
Dimensional ETF Tr Dimensional

ETFs
7.98K
New
$30.55 - $32.35 $244K - $258K
7.98K $250K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
285
+ 2.3%
$600.51 - $631.95 $171K - $180K
12.7K $7.83M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
5.18K
New
$43.6 - $45.68 $226K - $236K
5.18K $233K
LZB
La Z Boy Inc

Consumer Cyclical
7.67K
New
$30.36 - $34.4 $233K - $264K
7.67K $232K
SPYG
Spdr Portfolio

ETFs
2.21K
New
$102.4 - $109.39 $226K - $242K
2.21K $231K
UAL
United Airlines Holdings, Inc.

Industrials
2.44K
New
$90.77 - $104.05 $221K - $254K
2.44K $231K
UPS
United Parcel Service Inc

Industrials
2.45K
New
$82.87 - $97.4 $203K - $238K
2.45K $230K
NMT
Nuveen Massachusetts Quality Municipal Income Fund

Financial Services
19.9K
New
$11.46 - $11.66 $228K - $232K
19.9K $229K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
4.53K
+ 12.35%
$47.98 - $48.33 $217K - $219K
41.2K $1.99M
FAST
Fastenal CO

Industrials
5.6K
New
$40.45 - $48.17 $226K - $270K
5.6K $226K
BGX
Blackstone Long Short Credit Income Fund

Financial Services
19K
New
$11.6 - $12.01 $221K - $228K
19K $224K
YUM
Yum Brands Inc

Consumer Cyclical
1.5K
New
$138.21 - $153.19 $208K - $230K
1.5K $223K
HOOD
Robinhood Markets, Inc.

Technology
2.46K
+ 64.05%
$121.53 - $152.46 $299K - $375K
6.3K $771K
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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