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
ET
Energy Transfer LP

Energy
12.9K
New
$16.29 - $17.01 $210K - $220K
12.9K $219K
ASML
Asml Holding Nv

Technology
214
New
$936.19 - $1075.45 $200K - $230K
214 $218K
SMTC
Semtech Corp

Technology
3.29K
New
$64.42 - $75.27 $212K - $248K
3.29K $215K
KE
Kimball Electronics, Inc.

Industrials
7.48K
New
$27.23 - $30.44 $204K - $228K
7.48K $211K
VRT
Vertiv Holdings CO

Industrials
2.44K
+ 57.63%
N/A
6.67K $577K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
9.38K
+ 3.77%
$24.24 - $24.37 $227K - $229K
258K $6.26M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
302
New
$557.73 - $694.99 $168K - $210K
302 $209K
HPE
Hewlett Packard Enterprise CO

Technology
9.09K
New
$22.5 - $26.25 $204K - $239K
9.09K $207K
CVX
Chevron Corp

Energy
1.37K
+ 12.73%
$148.9 - $157.72 $204K - $216K
12.1K $1.88M
RTX
Raytheon Technologies Corp

Industrials
826
+ 12.64%
$157.0 - $179.44 $130K - $148K
7.36K $1.29M
DUK
Duke Energy Corp

Utilities
1.54K
+ 80.08%
$121.57 - $129.03 $188K - $199K
3.47K $434K
GLDM
World Gold Trust

ETFs
2.4K
New
$76.32 - $86.69 $183K - $208K
2.4K $193K
ABBV
Abb Vie Inc.

Healthcare
728
+ 8.02%
$211.96 - $244.38 $154K - $178K
9.81K $2.3M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
4.93K
New
$36.51 - $41.12 $180K - $203K
4.93K $192K
PZT
Invesco ETF Tr Ii N Y Amt Fre

ETFs
7.97K
+ 23.65%
$22.27 - $22.59 $178K - $180K
41.7K $935K
EWJ
Ishares Msci Japan ETF

ETFs
2.06K
+ 69.62%
$78.36 - $84.34 $161K - $174K
5.02K $421K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
1.06K
+ 5.54%
$132.94 - $139.8 $141K - $148K
20.2K $2.77M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
3.02K
+ 51.3%
$54.27 - $56.85 $164K - $172K
8.9K $500K
NIM
Nuveen Select Maturities Municipal Fund

Financial Services
18.2K
New
$9.22 - $9.5 $168K - $173K
18.2K $173K
IAU
Ishares Gold Trust

ETFs
1.03K
+ 4.79%
$72.65 - $82.5 $74.6K - $84.7K
22.5K $1.73M
XFLT
Xai Octagon Floating Rate & Alternative Income Term Trust

Financial Services
35.4K
New
$4.79 - $5.29 $170K - $187K
35.4K $169K
TMO
Thermo Fisher Scientific Inc.

Healthcare
45
+ 2.69%
$524.58 - $588.02 $23.6K - $26.5K
1.72K $973K
INTC
Intel Corp

Technology
4.25K
+ 35.79%
$34.71 - $41.53 $148K - $177K
16.1K $559K
PANW
Palo Alto Networks Inc

Technology
726
+ 10.73%
$204.77 - $221.38 $149K - $161K
7.49K $1.54M
V
Visa Inc.

Financial Services
759
+ 12.84%
$325.75 - $352.42 $247K - $267K
6.67K $2.17M
CNHI
Cnh Industrial N.V.

Industrials
14.6K
New
N/A
14.6K $151K
CX
Cemex Sab De Cv

Basic Materials
14.1K
New
$8.89 - $10.51 $125K - $148K
14.1K $142K
CRWD
Crowd Strike Holdings, Inc.

Technology
11
+ 0.39%
$482.23 - $557.53 $5.3K - $6.13K
2.87K $1.54M
ADP
Automatic Data Processing Inc

Industrials
671
+ 98.24%
$250.9 - $292.94 $168K - $197K
1.35K $339K
CFLT
Confluent, Inc.

Technology
101
+ 0.27%
$19.72 - $24.45 $1.99K - $2.47K
38.2K $890K
IWB
Ishares Tr Russell 1000 ETF

ETFs
357
+ 24.14%
$358.39 - $376.54 $128K - $134K
1.84K $675K
UBER
Uber Technologies, Inc

Technology
2.18K
+ 21.65%
$91.62 - $100.1 $199K - $218K
12.2K $1.12M
CRM
Salesforce, Inc.

Technology
535
+ 10.44%
$235.69 - $263.41 $126K - $141K
5.66K $1.34M
TXN
Texas Instruments Inc

Technology
650
+ 45.26%
N/A
2.09K $405K
XYLD
Global X Fds S&P 500 Covered C

ETFs
2.92K
+ 28.54%
$38.94 - $40.08 $114K - $117K
13.2K $525K
TDIV
First Trust Nasdaq Technology

ETFs
1.35K
+ 62.55%
$96.0 - $102.5 $129K - $138K
3.5K $335K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
2.59K
+ 14.69%
$44.68 - $47.47 $116K - $123K
20.2K $948K
MS
Morgan Stanley

Financial Services
745
+ 15.87%
$151.86 - $169.92 $113K - $127K
5.44K $867K
KEY
Keycorp

Financial Services
7.2K
+ 68.29%
$16.78 - $18.63 $121K - $134K
17.8K $312K
BAC
Bank Of America Corp

Financial Services
2.12K
+ 10.83%
$48.65 - $54.11 $103K - $115K
21.7K $1.12M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
4.7K
+ 3.23%
$25.38 - $25.57 $119K - $120K
150K $3.81M
ED
Consolidated Edison Inc

Utilities
994
+ 29.33%
$96.11 - $102.39 $95.5K - $102K
4.38K $445K
AMGN
Amgen Inc

Healthcare
67
+ 4.91%
$290.13 - $341.71 $19.4K - $22.9K
1.43K $488K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
1.31K
+ 14.77%
$58.83 - $63.18 $76.8K - $82.4K
10.1K $631K
ITA
Ishares Tr

ETFs
501
+ 48.74%
$205.04 - $218.9 $103K - $110K
1.53K $314K
BIIB
Biogen Inc.

Healthcare
27
+ 0.82%
$142.26 - $167.55 $3.84K - $4.52K
3.33K $557K
MPC
Marathon Petroleum Corp

Energy
357
+ 12.42%
$180.89 - $200.13 $64.6K - $71.4K
3.23K $646K
LOW
Lowes Companies Inc

Consumer Cyclical
641
+ 32.16%
$225.0 - $247.99 $144K - $159K
2.63K $592K
D
Dominion Energy, Inc

Utilities
1.59K
+ 22.08%
$58.49 - $61.69 $93.2K - $98.3K
8.81K $533K
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
Track This Portfolio

Track Sax Wealth Advisors, LLC Portfolio

Follow Sax Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sax Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sax Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email