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
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
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
VLY
Valley National Bancorp

Financial Services
1.2K
+ 5.3%
$9.72 - $11.19 $11.6K - $13.4K
23.8K $257K
MCO
Moodys Corp

Financial Services
33
+ 5.68%
$468.56 - $495.08 $15.5K - $16.3K
614 $294K
EEM
Ishares Msci Emerging Markets

ETFs
29
+ 0.29%
$51.94 - $56.01 $1.51K - $1.62K
9.9K $544K
INDA
Ishares Msci India Index Fund

ETFs
116
+ 2.65%
$52.3 - $55.29 $6.07K - $6.41K
4.5K $245K
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
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
90
+ 0.64%
$23.02 - $24.23 $2.07K - $2.18K
14.2K $339K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
221
+ 1.4%
$75.19 - $77.98 $16.6K - $17.2K
16K $1.22M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
492
+ 1.32%
$20.53 - $20.66 $10.1K - $10.2K
37.6K $774K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
478
+ 1.35%
$19.54 - $19.6 $9.34K - $9.37K
36K $705K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
505
+ 1.27%
$18.77 - $18.93 $9.48K - $9.56K
40.1K $754K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
10
+ 1.78%
$454.87 - $482.76 $4.55K - $4.83K
571 $269K
USXF
Ishares Esg Advanced Msci Usa

Technology
138
+ 3.68%
$56.25 - $59.38 $7.76K - $8.19K
3.89K $221K
ACN
Accenture PLC

Technology
97
+ 3.12%
$234.02 - $253.35 $22.7K - $24.6K
3.2K $772K
IBDV
Ishares Tr

Technology
631
+ 1.21%
$22.03 - $22.24 $13.9K - $14K
53K $1.17M
BSCU
Invesco Exc Self Ind Tr

ETFs
471
+ 1.28%
$16.86 - $17.02 $7.94K - $8.02K
37.2K $628K
ADBE
Adobe Inc.

Technology
66
+ 11.24%
$325.07 - $359.91 $21.5K - $23.8K
653 $212K
MUJ
Blackrock Muniholdings New Jersey Quality Fund, Inc.

Financial Services
1
+ 0.01%
$11.51 - $11.92 $11.5 - $11.9
17.3K $204K
BSCV
Invesco ETF Self Indexed Fd Tr
240
+ 0.86%
$16.62 - $16.82 $3.99K - $4.04K
28.1K $467K
PNC
Pnc Financial Services Group, Inc.

Financial Services
285
+ 9.73%
$178.37 - $198.46 $50.8K - $56.6K
3.22K $591K
CACI
Caci International Inc

Technology
4
+ 0.16%
N/A
2.43K $1.04M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
22
+ 0.29%
N/A
7.66K $657K
EMNT
Pimco ETF Tr Enhanced Short Ma

ETFs
34
+ 0.3%
$98.54 - $98.88 $3.35K - $3.36K
11.5K $1.13M
Dimensional ETF Trust
25K
+ 9.52%
N/A
288K $0
Blackrock Inc
109
+ 25.23%
N/A
541 $0
Te Connectivity PLC
21
+ 1.07%
N/A
1.98K $0
Wells Fargo CO New
22
+ 10.73%
N/A
227 $0
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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