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
Ea Series Trust
141
+ 0.53%
N/A
26.8K $0
Ishares Bitcoin Trust ETF
8.81K
+ 76.11%
N/A
20.4K $0
Fidelity Covington Trust
31.4K
+ 24.0%
N/A
162K $0
Dimensional ETF Trust
14.4K
+ 35.3%
N/A
55K $0
Blackrock ETF Trust Ii
92
+ 0.63%
N/A
14.7K $0
DFSB
Dimensional ETF Tr Dimensional
1.71K
+ 30.28%
N/A
7.37K $0
Fidelity Covington Trust
20.7K
+ 24.22%
N/A
106K $0
Ge Vernova Inc
239
+ 29.54%
N/A
1.05K $0
WULF
Terawulf Inc.

Financial Services
8
+ 0.05%
$11.39 - $16.1 $91.1 - $129
16.1K $187K
SCHC
Schwab Strategic Tr Intl Small

ETFs
17
+ 0.25%
$44.43 - $46.12 $755 - $784
6.82K $307K
GWW
W.W. Grainger, Inc.

Industrials
3
+ 1.03%
$926.21 - $979.0 $2.78K - $2.94K
293 $271K
WM
Waste Management Inc

Industrials
34
+ 3.26%
$196.77 - $219.98 $6.69K - $7.48K
1.08K $225K
PFE
Pfizer Inc

Healthcare
102
+ 0.51%
$24.23 - $27.37 $2.47K - $2.79K
20.2K $506K
PGR
Progressive Corp

Financial Services
79
+ 6.65%
$203.7 - $246.46 $16.1K - $19.5K
1.27K $285K
SYK
Stryker Corp

Healthcare
42
+ 1.59%
$353.81 - $388.35 $14.9K - $16.3K
2.69K $968K
RJF
Raymond James Financial Inc

Financial Services
13
+ 0.96%
$158.05 - $167.64 $2.05K - $2.18K
1.37K $217K
ORCL
Oracle Corp

Technology
1.18K
+ 26.16%
$217.57 - $313.0 $257K - $370K
5.71K $1.25M
UBS
Ubs Group Ag

Financial Services
186
+ 1.35%
$37.56 - $41.1 $6.99K - $7.64K
14K $544K
TRMB
Trimble Inc.

Technology
14
+ 0.25%
$75.63 - $82.19 $1.06K - $1.15K
5.69K $441K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
18
+ 1.26%
$176.58 - $207.02 $3.18K - $3.73K
1.45K $262K
PM
Philip Morris International Inc.

Consumer Defensive
396
+ 4.13%
$144.33 - $160.86 $57.2K - $63.7K
9.99K $1.53M
PG
Procter & Gamble CO

Consumer Defensive
144
+ 2.0%
$145.5 - $153.18 $21K - $22.1K
7.33K $1.07M
BA
Boeing CO

Industrials
51
+ 2.69%
$191.81 - $225.32 $9.78K - $11.5K
1.95K $373K
PTC
Ptc Inc.

Technology
25
+ 1.74%
$173.93 - $205.87 $4.35K - $5.15K
1.47K $255K
MO
Altria Group, Inc.

Consumer Defensive
68
+ 1.29%
$56.38 - $66.65 $3.83K - $4.53K
5.33K $309K
T
At&T Inc.

Communication Services
2.2K
+ 5.28%
$24.44 - $27.55 $53.8K - $60.6K
43.9K $1.12M
TTWO
Take Two Interactive Software Inc

Communication Services
119
+ 2.54%
$232.0 - $262.29 $27.6K - $31.2K
4.8K $1.13M
TSLA
Tesla, Inc.

Consumer Cyclical
181
+ 3.56%
$401.99 - $468.37 $72.8K - $84.8K
5.26K $2.15M
BX
Blackstone Inc.

Financial Services
666
+ 7.71%
$138.42 - $168.45 $92.2K - $112K
9.31K $1.29M
NFLX
Netflix Inc

Communication Services
26.2K
+ 906.91%
$110.29 - $1241.35 $2.89M - $32.6M
29.1K $3.21M
DFAS
Dimensional ETF Tr U S Small C

ETFs
5K
+ 0.92%
$66.04 - $69.67 $330K - $348K
548K $36.8M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
66
+ 0.01%
$63.25 - $66.24 $4.17K - $4.37K
608K $39M
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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