Sax Wealth Advisors, LLC Incresed Positions in Q3 2025

Sax Wealth Advisors, LLC

  • $1.84 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
XLK
Technology Sector Spdr

ETFs
17
+ 0.13%
$250.97 - $282.66 $4.27K - $4.81K
12.9K $3.63M
ORCL
Oracle Corp

Technology
322
+ 7.66%
$218.96 - $328.33 $70.5K - $106K
4.52K $1.27M
META
Meta Platforms, Inc.

Communication Services
497
+ 9.5%
$695.21 - $791.73 $346K - $393K
5.73K $4.21M
IGV
Ishares Expanded Tech Software

ETFs
2.11K
+ 15.58%
$105.96 - $117.79 $224K - $249K
15.7K $1.8M
SUB
Ishares Short Term National Mu

ETFs
2.76K
+ 38.22%
$106.17 - $107.3 $293K - $296K
9.98K $1.07M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
153
+ 1.25%
$459.11 - $506.91 $70.2K - $77.6K
12.4K $6.22M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
443
+ 67.43%
$567.09 - $607.37 $251K - $269K
1.1K $655K
CAT
Caterpillar Inc

Industrials
72
+ 2.75%
$390.92 - $477.15 $28.1K - $34.4K
2.69K $1.28M
HD
Home Depot, Inc.

Consumer Cyclical
142
+ 2.71%
$357.4 - $423.42 $50.8K - $60.1K
5.38K $2.18M
AMD
Advanced Micro Devices Inc

Technology
1.12K
+ 29.54%
$134.8 - $184.42 $150K - $206K
4.89K $791K
CVX
Chevron Corp

Energy
834
+ 8.39%
$145.57 - $161.83 $121K - $135K
10.8K $1.67M
RSP
Invesco S&P 500 Equal Weight E

ETFs
509
+ 2.64%
$181.56 - $190.33 $92.4K - $96.9K
19.8K $3.75M
AMAT
Applied Materials Inc

Technology
99
+ 0.95%
$156.25 - $204.95 $15.5K - $20.3K
10.6K $2.16M
SHOP
Shopify Inc.

Technology
206
+ 3.24%
$112.11 - $157.12 $23.1K - $32.4K
6.56K $974K
RTX
Raytheon Technologies Corp

Industrials
642
+ 10.89%
$144.19 - $167.33 $92.6K - $107K
6.54K $1.09M
XOM
Exxon Mobil Corp

Energy
883
+ 3.54%
$105.83 - $117.22 $93.4K - $104K
25.8K $2.91M
GLD
Spdr Gold Trust

ETFs
111
+ 3.17%
$300.96 - $355.47 $33.4K - $39.5K
3.61K $1.28M
GS
Goldman Sachs Group Inc

Financial Services
114
+ 8.43%
$696.56 - $806.32 $79.4K - $91.9K
1.47K $1.17M
MRVL
Marvell Technology, Inc.

Technology
1.11K
+ 6.37%
$62.31 - $84.07 $68.9K - $93K
18.5K $1.55M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
3.39K
+ 8.82%
$42.43 - $45.05 $144K - $153K
41.8K $1.84M
SCHX
Schwab Strategic Tr Us Large C

ETFs
2.8K
+ 3.99%
$24.46 - $26.5 $68.6K - $74.3K
73.1K $1.93M
HOOD
Robinhood Markets, Inc.

Technology
70
+ 1.86%
$91.27 - $143.18 $6.39K - $10K
3.84K $549K
WELL
Welltower Inc.

Real Estate
16
+ 0.21%
$150.71 - $178.14 $2.41K - $2.85K
7.76K $1.38M
DSI
Ishares Msci Kld 400 Social Et

ETFs
510
+ 4.02%
$115.96 - $125.95 $59.1K - $64.2K
13.2K $1.66M
MA
Mastercard Inc

Financial Services
275
+ 6.1%
$550.18 - $598.96 $151K - $165K
4.78K $2.72M
PH
Parker Hannifin Corp

Industrials
102
+ 6.01%
$697.13 - $769.67 $71.1K - $78.5K
1.8K $1.36M
IDXX
Idexx Laboratories Inc

Healthcare
26
+ 1.7%
$514.61 - $682.78 $13.4K - $17.8K
1.55K $992K
BK
Bank Of New York Mellon Corp

Financial Services
685
+ 12.5%
$90.65 - $109.75 $62.1K - $75.2K
6.17K $671K
MS
Morgan Stanley

Financial Services
607
+ 14.85%
$139.09 - $161.16 $84.4K - $97.8K
4.69K $746K
TMO
Thermo Fisher Scientific Inc.

Healthcare
92
+ 5.83%
$404.94 - $499.99 $37.3K - $46K
1.67K $810K
ADI
Analog Devices Inc

Technology
264
+ 2.11%
$220.68 - $255.63 $58.3K - $67.5K
12.8K $3.13M
TJX
Tjx Companies Inc

Consumer Cyclical
506
+ 13.34%
$121.35 - $144.54 $61.4K - $73.1K
4.3K $621K
WMT
Walmart Inc.

Consumer Defensive
927
+ 8.9%
$94.4 - $104.27 $87.5K - $96.7K
11.3K $1.17M
LLY
Eli Lilly & CO

Healthcare
207
+ 30.04%
$625.65 - $812.69 $130K - $168K
896 $683K
WULF
Terawulf Inc.

Financial Services
5K
+ 44.87%
$4.63 - $11.7 $23.1K - $58.5K
16.1K $188K
BA
Boeing CO

Industrials
599
+ 46.25%
$209.79 - $237.38 $126K - $142K
1.89K $408K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
1.11K
+ 11.8%
$101.12 - $106.18 $112K - $117K
10.5K $1.08M
LOW
Lowes Companies Inc

Consumer Cyclical
345
+ 20.93%
$215.01 - $273.02 $74.2K - $94.2K
1.99K $500K
INTC
Intel Corp

Technology
81
+ 0.69%
$19.31 - $35.5 $1.56K - $2.88K
11.9K $398K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
23
+ 0.99%
$224.68 - $282.71 $5.17K - $6.5K
2.35K $655K
EFA
Ishares Tr Msci Eafe ETF

ETFs
474
+ 2.25%
$87.29 - $93.61 $41.4K - $44.4K
21.5K $2.01M
NEE
Nextera Energy Inc

Utilities
118
+ 0.61%
$69.77 - $77.54 $8.23K - $9.15K
19.4K $1.46M
ETN
Eaton Corp PLC

Industrials
230
+ 10.34%
$342.99 - $392.76 $78.9K - $90.3K
2.46K $918K
COP
Conocophillips

Energy
1.18K
+ 51.57%
$91.0 - $98.99 $107K - $117K
3.47K $327K
AXP
American Express CO

Financial Services
275
+ 13.43%
$294.27 - $342.31 $80.9K - $94.1K
2.32K $771K
UBER
Uber Technologies, Inc

Technology
668
+ 7.12%
$86.91 - $99.57 $58.1K - $66.5K
10K $984K
IWD
Ishares Russell 1000 Val ETF

ETFs
75
+ 0.79%
$192.76 - $203.86 $14.5K - $15.3K
9.52K $1.94M
VO
Vanguard Mid Cap ETF

ETFs
38
+ 0.6%
$279.83 - $293.74 $10.6K - $11.2K
6.4K $1.88M
UBS
Ubs Group Ag

Financial Services
30
+ 0.22%
$33.77 - $42.38 $1.01K - $1.27K
13.8K $565K
Activity Summary
Buys All Purchases 256 New Holdings 32 Increased Positions 224 Sells All Sells 147 Reductions 147 Sold out 0 Options Calls 1 Puts 0
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