Sax Wealth Advisors, LLC Incresed Positions in Q4 2024

Sax Wealth Advisors, LLC

  • $1.26 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DSI
Ishares Msci Kld 400 Social Et

ETFs
115
+ 3.27%
$107.41 - $115.71 $12.4K - $13.3K
3.64K $400K
PKG
Packaging Corp Of America

Consumer Cyclical
4
+ 0.25%
$211.98 - $248.85 $848 - $995
1.59K $358K
USFR
Wisdomtree Floating Rate Treas

ETFs
279
+ 3.6%
$50.23 - $50.46 $14K - $14.1K
8.03K $403K
MRK
Merck & Co., Inc.

Healthcare
1.02K
+ 16.03%
$96.31 - $114.76 $98.5K - $117K
7.41K $736K
VO
Vanguard Mid Cap ETF

ETFs
38
+ 0.64%
$261.5 - $284.63 $9.94K - $10.8K
5.96K $1.57M
HYG
Ishares Tr

ETFs
200
+ 6.98%
$78.09 - $80.04 $15.6K - $16K
3.06K $240K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
155
+ 0.89%
$41.09 - $45.94 $6.37K - $7.12K
17.5K $736K
BSCV
Invesco ETF Self Indexed Fd Tr
1.31K
+ 7.38%
$16.02 - $16.72 $21K - $21.9K
19.1K $305K
DE
Deere & CO

Industrials
14
+ 2.31%
$389.45 - $466.0 $5.45K - $6.52K
619 $262K
FCX
Freeport Mcmoran Inc

Basic Materials
1.99K
+ 35.17%
$38.08 - $50.82 $75.8K - $101K
7.65K $291K
VT
Vanguard Total World Stk Index

ETFs
255
+ 2.58%
$117.09 - $123.07 $29.9K - $31.4K
10.1K $1.19M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
16
+ 0.98%
$124.61 - $133.96 $1.99K - $2.14K
1.66K $213K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
735
+ 3.4%
$20.08 - $20.61 $14.8K - $15.1K
22.4K $450K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
806
+ 3.83%
$18.28 - $18.87 $14.7K - $15.2K
21.9K $400K
DGRO
Ishares Core Dividend Growth E

ETFs
218
+ 3.44%
$60.73 - $64.94 $13.2K - $14.2K
6.56K $402K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
28
+ 0.35%
N/A
8.05K $690K
FISV
Fiserv Inc

Technology
16
+ 0.59%
N/A
2.72K $340K
AOA
Ishares Tr Core Aggressive All

ETFs
118
+ 3.57%
$76.61 - $79.88 $9.04K - $9.43K
3.42K $261K
BSCU
Invesco Exc Self Ind Tr

ETFs
901
+ 3.83%
$16.32 - $16.99 $14.7K - $15.3K
24.4K $399K
Fidelity Covington Trust
39.7K
+ 140.12%
N/A
68K $0
Dimensional ETF Trust
608
+ 5.28%
N/A
12.1K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
11.8K
+ 108.33%
N/A
22.6K $0
DFSB
Dimensional ETF Tr Dimensional
4.25K
+ 50.89%
N/A
12.6K $0
Coherent Corp
10
+ 0.15%
N/A
6.57K $0
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
1.44K
+ 7.02%
$11.42 - $12.5 $16.4K - $18K
22K $253K
Dimensional ETF Trust
15.3K
+ 195.49%
N/A
23.2K $0
CRH.L
Crh PLC

Basic Materials
34
+ 0.44%
N/A
7.81K $0
Te Connectivity PLC
10
+ 0.6%
N/A
1.67K $0
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
6
+ 0.05%
$104.52 - $115.08 $627 - $690
11.4K $1.2M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
185
+ 0.75%
$19.42 - $19.76 $3.59K - $3.66K
25K $486K
IWD
Ishares Russell 1000 Val ETF

ETFs
172
+ 2.22%
$183.23 - $199.79 $31.5K - $34.4K
7.91K $1.46M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
116
+ 5.05%
$99.2 - $108.47 $11.5K - $12.6K
2.42K $240K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
18
+ 1.91%
$209.89 - $233.24 $3.78K - $4.2K
962 $204K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
4.95K
+ 200.0%
$26.93 - $84.95 $133K - $420K
7.42K $202K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
171
+ 0.91%
$49.79 - $51.14 $8.51K - $8.74K
18.9K $947K
ICE
Intercontinental Exchange, Inc.

Financial Services
48
+ 3.14%
$148.29 - $166.93 $7.12K - $8.01K
1.58K $234K
SHEL
Shell PLC

Energy
32
+ 0.77%
$60.63 - $70.23 $1.94K - $2.25K
4.2K $263K
LQD
Ishares Iboxx $ Investment Gra

ETFs
2.43K
+ 5.49%
$106.56 - $113.11 $259K - $274K
46.6K $4.98M
XOM
Exxon Mobil Corp

Energy
1.63K
+ 8.37%
$105.51 - $125.37 $172K - $204K
21.1K $2.27M
XT
Ishares Tr Exponential Technol

ETFs
77
+ 0.42%
$58.7 - $62.72 $4.52K - $4.83K
18.6K $1.11M
ARMK
Aramark

Industrials
31
+ 0.24%
$37.25 - $42.22 $1.15K - $1.31K
13.1K $487K
F
Ford Motor CO

Consumer Cyclical
224
+ 0.8%
$9.69 - $11.4 $2.17K - $2.55K
28.2K $278K
INDA
Ishares Msci India Index Fund

ETFs
100
+ 2.28%
$52.64 - $58.16 $5.26K - $5.82K
4.48K $235K
SCHV
Schwab Strategic Tr Us Large C

ETFs
21.9K
+ 200.0%
$25.79 - $80.4 $566K - $1.76M
32.9K $857K
EEM
Ishares Msci Emerging Markets

ETFs
276
+ 3.13%
$41.82 - $47.36 $11.5K - $13.1K
9.08K $379K
PG
Procter & Gamble CO

Consumer Defensive
14
+ 0.28%
$161.05 - $179.7 $2.25K - $2.52K
4.99K $836K
LLY
Eli Lilly & CO

Healthcare
13
+ 3.66%
$727.2 - $932.06 $9.45K - $12.1K
368 $284K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
74
+ 1.07%
$67.29 - $73.38 $4.98K - $5.43K
7.01K $475K
UNH
Unitedhealth Group Inc

Healthcare
13
+ 1.92%
$485.52 - $625.25 $6.31K - $8.13K
690 $349K
Activity Summary
Buys All Purchases 211 New Holdings 54 Increased Positions 157 Sells All Sells 83 Reductions 83 Sold out 0 Options Calls 0 Puts 0
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