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
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
1.39K
+ 13.17%
$76.23 - $79.22 $106K - $110K
11.9K $910K
DIS
Walt Disney CO

Communication Services
1.63K
+ 16.88%
$105.69 - $116.65 $172K - $190K
11.3K $1.19M
HON
Honeywell International Inc

Industrials
643
+ 23.63%
$194.07 - $220.67 $125K - $142K
3.36K $659K
NSC
Norfolk Southern Corp

Industrials
345
+ 40.54%
$279.53 - $300.15 $96.4K - $104K
1.2K $339K
CL
Colgate Palmolive CO

Consumer Defensive
1.31K
+ 7.01%
$74.98 - $79.86 $98.4K - $105K
20K $1.58M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
578
+ 39.7%
$136.06 - $140.64 $78.6K - $81.3K
2.03K $281K
COP
Conocophillips

Energy
1.08K
+ 31.14%
$85.66 - $95.46 $92.4K - $103K
4.54K $403K
QCOM
Qualcomm Inc

Technology
449
+ 23.73%
$153.59 - $187.68 $69K - $84.3K
2.34K $390K
DSI
Ishares Msci Kld 400 Social Et

ETFs
472
+ 3.57%
$123.63 - $130.75 $58.4K - $61.7K
13.7K $1.73M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
1.45K
+ 28.73%
$49.98 - $50.22 $72.6K - $73K
6.51K $325K
EPD
Enterprise Products Partners L.P.

Energy
1.78K
+ 23.16%
$30.19 - $32.26 $53.6K - $57.3K
9.45K $304K
VT
Vanguard Total World Stk Index

ETFs
338
+ 3.25%
$135.16 - $141.78 $45.7K - $47.9K
10.7K $1.49M
BKNG
Booking Holdings Inc.

Consumer Cyclical
23
+ 28.4%
$4804.01 - $5424.55 $110K - $125K
104 $499K
PEG
Public Service Enterprise Group Inc

Utilities
799
+ 12.02%
$79.86 - $84.83 $63.8K - $67.8K
7.45K $616K
SUB
Ishares Short Term National Mu

ETFs
602
+ 6.03%
$106.22 - $106.81 $63.9K - $64.3K
10.6K $1.13M
GILD
Gilead Sciences, Inc.

Healthcare
214
+ 8.49%
$110.56 - $125.2 $23.7K - $26.8K
2.74K $339K
HCA
Hca Healthcare, Inc.

Healthcare
12
+ 1.05%
$410.68 - $476.61 $4.93K - $5.72K
1.16K $546K
IBDW
Ishares Tr Ibonds Dec 2031 Ter
2.87K
+ 14.03%
$21.09 - $21.35 $60.6K - $61.3K
23.4K $492K
ENB
Enbridge Inc

Energy
1.46K
+ 32.5%
$46.39 - $50.07 $67.5K - $72.9K
5.94K $283K
LMT
Lockheed Martin Corp

Industrials
157
+ 23.82%
$452.1 - $514.24 $71K - $80.7K
816 $384K
AXP
American Express CO

Financial Services
98
+ 4.22%
$316.26 - $372.77 $31K - $36.5K
2.42K $826K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
2.54K
+ 10.61%
$16.88 - $17.5 $42.8K - $44.4K
26.4K $460K
AVEM
American Centy ETF Tr Avantis

ETFs
165
+ 1.02%
$73.09 - $78.36 $12.1K - $12.9K
16.4K $1.27M
KO
Coca Cola CO

Consumer Defensive
457
+ 11.76%
$66.1 - $71.61 $30.2K - $32.7K
4.34K $307K
IWR
Ishares Russell Mid Cap ETF

ETFs
589
+ 14.97%
$94.02 - $97.61 $55.4K - $57.5K
4.52K $428K
SHOP
Shopify Inc.

Technology
429
+ 6.54%
$146.04 - $179.01 $62.7K - $76.8K
6.98K $1.02M
SPGI
S&P Global Inc.

Financial Services
87
+ 11.89%
$472.05 - $502.96 $41.1K - $43.8K
819 $400K
DFIC
Dimensional ETF Tr Dimensional

ETFs
210
+ 0.34%
$32.24 - $33.72 $6.77K - $7.08K
62.3K $2.08M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
97
+ 1.23%
$67.07 - $73.01 $6.51K - $7.08K
7.96K $570K
CME
Cme Group Inc.

Financial Services
62
+ 2.55%
$261.53 - $285.04 $16.2K - $17.7K
2.49K $695K
GD
General Dynamics Corp

Industrials
102
+ 12.39%
$330.59 - $353.77 $33.7K - $36.1K
925 $318K
TJX
Tjx Companies Inc

Consumer Cyclical
210
+ 4.89%
$138.56 - $147.63 $29.1K - $31K
4.51K $658K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
157
+ 2.07%
$82.92 - $88.2 $13K - $13.8K
7.76K $679K
ROST
Ross Stores, Inc.

Consumer Cyclical
77
+ 2.77%
$147.71 - $162.85 $11.4K - $12.5K
2.86K $459K
XLF
Financial Sector Spdr

ETFs
1.15K
+ 5.98%
$51.76 - $53.77 $59.7K - $62.1K
20.4K $1.07M
IWM
Ishares Russell 2000 ETF

ETFs
160
+ 7.69%
$236.79 - $250.33 $37.9K - $40.1K
2.24K $532K
NUE
Nucor Corp

Basic Materials
39
+ 2.16%
$131.78 - $154.43 $5.14K - $6.02K
1.84K $272K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
1.52K
+ 1.73%
$23.35 - $23.55 $35.4K - $35.7K
89.3K $2.09M
MCD
Mcdonalds Corp

Consumer Cyclical
19
+ 0.12%
$293.81 - $310.11 $5.58K - $5.89K
16.1K $4.91M
IWD
Ishares Russell 1000 Val ETF

ETFs
49
+ 0.51%
$199.44 - $208.01 $9.77K - $10.2K
9.57K $1.96M
MCO
Moodys Corp

Financial Services
33
+ 5.68%
$468.56 - $495.08 $15.5K - $16.3K
614 $294K
VLY
Valley National Bancorp

Financial Services
1.2K
+ 5.3%
$9.72 - $11.19 $11.6K - $13.4K
23.8K $257K
INDA
Ishares Msci India Index Fund

ETFs
116
+ 2.65%
$52.3 - $55.29 $6.07K - $6.41K
4.5K $245K
EEM
Ishares Msci Emerging Markets

ETFs
29
+ 0.29%
$51.94 - $56.01 $1.51K - $1.62K
9.9K $544K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
639
+ 4.15%
$26.44 - $27.53 $16.9K - $17.6K
16K $436K
INTU
Intuit Inc

Technology
49
+ 11.19%
$641.79 - $683.39 $31.4K - $33.5K
487 $314K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
98
+ 2.27%
$63.98 - $67.45 $6.27K - $6.61K
4.42K $293K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
1.36K
+ 7.87%
$9.01 - $9.36 $12.2K - $12.7K
18.6K $168K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
543
+ 1.36%
$19.7 - $19.78 $10.7K - $10.7K
40.5K $800K
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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