Sax Wealth Advisors, LLC New Holdings in Q4 2025

Sax Wealth Advisors, LLC

  • $2.07 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
DJP
Barclays Bank PLC

ETFs
230K
New
N/A
230K $7.43M
EBND
Spdr Bloomberg Emerging Market

ETFs
348K
New
$21.1 - $21.41 $7.34M - $7.44M
348K $7.39M
FNDF
Schwab Fundamental Intl Large

ETFs
103K
New
$42.35 - $45.18 $4.35M - $4.64M
103K $4.6M
VLUE
Ishares Msci Usa Value Factor

ETFs
29.1K
New
$122.29 - $132.67 $3.56M - $3.86M
29.1K $3.8M
MGV
Vanguard Mega Cap Value

ETFs
16.6K
New
$135.26 - $140.13 $2.24M - $2.32M
16.6K $2.29M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
31.6K
New
$46.85 - $47.44 $1.48M - $1.5M
31.6K $1.49M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
21.5K
New
$53.68 - $54.54 $1.15M - $1.17M
21.5K $1.15M
SPSB
Spdr Portfolio Short Term Corp

ETFs
36.7K
New
$30.13 - $30.32 $1.11M - $1.11M
36.7K $1.11M
JMBS
Janus Detroit Str Tr Henderson

ETFs
23.9K
New
$45.54 - $46.2 $1.09M - $1.1M
23.9K $1.09M
BOE
Black Rock Enhanced Global Dividend Trust

Financial Services
85.3K
New
$11.34 - $11.8 $967K - $1.01M
85.3K $967K
VVR
Invesco Senior Income Trust

Financial Services
281K
New
$3.25 - $3.41 $914K - $959K
281K $947K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
36.9K
New
$25.25 - $25.65 $932K - $947K
36.9K $944K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
32.4K
New
$25.75 - $26.12 $835K - $847K
32.4K $836K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
2.37K
New
$256.75 - $275.06 $608K - $652K
2.37K $639K
BSJT
Invesco Self Indexed Fd Tr Bul

ETFs
25.6K
New
$21.35 - $21.61 $547K - $553K
25.6K $549K
MU
Micron Technology Inc

Technology
2.15K
New
$181.6 - $253.3 $391K - $545K
2.15K $530K
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
49.2K
New
$10.71 - $11.22 $527K - $552K
49.2K $527K
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
36K
New
$12.75 - $13.13 $459K - $473K
36K $464K
MMM
3 M CO

Industrials
2.73K
New
$148.75 - $171.6 $406K - $468K
2.73K $451K
TEI
Templeton Emerging Markets Income Fund

Financial Services
67.6K
New
$6.18 - $6.5 $417K - $439K
67.6K $433K
O
Realty Income Corp

Real Estate
7.26K
New
$56.12 - $60.64 $407K - $440K
7.26K $412K
SO
Southern CO

Utilities
4.4K
New
$90.58 - $99.72 $399K - $439K
4.4K $398K
HWM
Howmet Aerospace Inc.

Industrials
1.94K
New
$184.09 - $209.74 $356K - $406K
1.94K $393K
AZN
Astrazeneca PLC

Healthcare
4.39K
New
$81.15 - $89.4 $356K - $393K
4.39K $392K
R
Ryder System Inc

Industrials
2.38K
New
$160.2 - $194.22 $380K - $461K
2.38K $390K
APH
Amphenol Corp

Technology
2.83K
New
$121.7 - $143.85 $345K - $408K
2.83K $378K
HEQ
John Hancock Hedged Equity & Income Fund

Financial Services
34K
New
$10.46 - $10.85 $355K - $368K
34K $367K
FNDA
Schwab Fundamental U S Small C

ETFs
11.7K
New
$29.85 - $31.55 $349K - $369K
11.7K $354K
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
8.54K
New
$39.84 - $41.63 $340K - $356K
8.54K $345K
MCK
Mckesson Corp

Healthcare
398
New
$738.06 - $859.37 $294K - $342K
398 $335K
MDT
Medtronic PLC

Healthcare
3.38K
New
$90.06 - $98.43 $304K - $333K
3.38K $325K
VLO
Valero Energy Corp

Energy
1.79K
New
$156.39 - $181.76 $279K - $325K
1.79K $324K
KR
Kroger CO

Consumer Defensive
4.85K
New
$63.15 - $69.15 $306K - $335K
4.85K $323K
RMT
Royce Micro Cap Trust, Inc.

Financial Services
31.4K
New
$9.95 - $10.74 $313K - $338K
31.4K $312K
AEP
American Electric Power CO Inc

Utilities
2.56K
New
$112.75 - $122.73 $289K - $315K
2.56K $311K
FDX
Fedex Corp

Industrials
1.17K
New
$224.63 - $268.67 $263K - $314K
1.17K $309K
SYY
Sysco Corp

Consumer Defensive
3.98K
New
$72.9 - $83.27 $290K - $331K
3.98K $297K
PRU
Prudential Financial Inc

Financial Services
2.71K
New
$99.13 - $107.85 $269K - $292K
2.71K $290K
JOF
Japan Smaller Capitalization Fund Inc

Financial Services
27.2K
New
$9.96 - $10.78 $271K - $293K
27.2K $285K
AIQ
Global X Funds Global X Artifi

ETFs
5.62K
New
$48.93 - $53.56 $275K - $301K
5.62K $281K
NUW
Nuveen Amt Free Municipal Value Fund

Financial Services
19.4K
New
$14.16 - $14.39 $275K - $279K
19.4K $276K
AIZ
Assurant, Inc.

Financial Services
1.16K
New
$207.7 - $228.59 $240K - $264K
1.16K $264K
GRMN
Garmin LTD

Technology
1.34K
New
$194.13 - $259.77 $260K - $348K
1.34K $260K
SAH
Sonic Automotive Inc

Consumer Cyclical
4.06K
New
$59.68 - $77.84 $242K - $316K
4.06K $259K
RSG
Republic Services, Inc.

Industrials
1.24K
New
$204.12 - $227.29 $253K - $281K
1.24K $259K
PSX
Phillips 66

Energy
1.81K
New
$126.76 - $142.32 $230K - $258K
1.81K $257K
AFL
Aflac Inc

Financial Services
2.23K
New
$105.7 - $115.01 $235K - $256K
2.23K $254K
MEAR
Blackrock Short Maturity Munic

ETFs
5K
New
$50.31 - $50.47 $252K - $252K
5K $251K
DFSV
Dimensional ETF Tr Dimensional

ETFs
7.98K
New
$30.55 - $32.35 $244K - $258K
7.98K $250K
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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