Sax Wealth Advisors, LLC Incresed Positions in Q4 2025

Sax Wealth Advisors, LLC

  • $2.07 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
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
IAU
Ishares Gold Trust

ETFs
1.03K
+ 4.79%
$72.65 - $82.5 $74.6K - $84.7K
22.5K $1.73M
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
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
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
D
Dominion Energy, Inc

Utilities
1.59K
+ 22.08%
$58.49 - $61.69 $93.2K - $98.3K
8.81K $533K
LOW
Lowes Companies Inc

Consumer Cyclical
641
+ 32.16%
$225.0 - $247.99 $144K - $159K
2.63K $592K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
1.39K
+ 13.17%
$76.23 - $79.22 $106K - $110K
11.9K $910K
HON
Honeywell International Inc

Industrials
643
+ 23.63%
$194.07 - $220.67 $125K - $142K
3.36K $659K
DIS
Walt Disney CO

Communication Services
1.63K
+ 16.88%
$105.69 - $116.65 $172K - $190K
11.3K $1.19M
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
QCOM
Qualcomm Inc

Technology
449
+ 23.73%
$153.59 - $187.68 $69K - $84.3K
2.34K $390K
COP
Conocophillips

Energy
1.08K
+ 31.14%
$85.66 - $95.46 $92.4K - $103K
4.54K $403K
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
SPMD
Spdr Portfolio

ETFs
1.3K
+ 24.37%
$55.44 - $58.05 $71.9K - $75.3K
6.62K $372K
EPD
Enterprise Products Partners L.P.

Energy
1.78K
+ 23.16%
$30.19 - $32.26 $53.6K - $57.3K
9.45K $304K
PEG
Public Service Enterprise Group Inc

Utilities
799
+ 12.02%
$79.86 - $84.83 $63.8K - $67.8K
7.45K $616K
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
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
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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