Sax Wealth Advisors, LLC Reduced Holdings in Q3 2024

Sax Wealth Advisors, LLC

  • $1.11 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-145K
- 18.62%
$57.32 - $62.65 $8.33M - $9.11M
635K $39.6M
CVX
Chevron Corp

Energy
-3.63K
- 39.74%
$137.88 - $161.97 $500K - $588K
5.5K $810K
TMUS
T Mobile Us, Inc.

Communication Services
-3.51K
- 67.9%
$175.14 - $206.36 $614K - $724K
1.66K $342K
CFLT
Confluent, Inc.

Technology
-4.19K
- 8.06%
$18.67 - $29.31 $78.2K - $123K
47.8K $973K
DXCM
Dexcom Inc

Healthcare
-2.42K
- 28.57%
$64.0 - $116.06 $155K - $281K
6.06K $406K
DDOG
Datadog, Inc.

Technology
-358
- 4.19%
$104.97 - $134.56 $37.6K - $48.2K
8.18K $941K
PEG
Public Service Enterprise Group Inc

Utilities
-2.59K
- 30.87%
$73.58 - $89.21 $191K - $231K
5.8K $517K
QCOM
Qualcomm Inc

Technology
-321
- 20.62%
$156.12 - $209.64 $50.1K - $67.3K
1.24K $210K
SLB
Schlumberger Limited

Energy
-1.29K
- 17.98%
$39.57 - $49.67 $51K - $64K
5.88K $246K
IDXX
Idexx Laboratories Inc

Healthcare
-212
- 20.76%
$455.08 - $517.19 $96.5K - $110K
809 $408K
SCHW
Schwab Charles Corp

Financial Services
-88
- 1.29%
$61.74 - $76.08 $5.43K - $6.7K
6.74K $437K
MTD
Mettler Toledo International Inc

Healthcare
-64
- 21.33%
$1308.0 - $1521.03 $83.7K - $97.3K
236 $353K
FDMO
Fidelity Covington Tr Momentum

ETFs
-1K
- 9.91%
$58.85 - $66.21 $58.9K - $66.2K
9.09K $601K
PODD
Insulet Corp

Healthcare
-404
- 21.09%
$180.69 - $239.01 $73K - $96.6K
1.51K $351K
VBR
Vanguard Small Cap Value ETF

ETFs
-338
- 17.11%
$179.99 - $201.6 $60.8K - $68.1K
1.64K $328K
PFE
Pfizer Inc

Healthcare
-1.37K
- 12.75%
$27.7 - $31.39 $37.9K - $42.9K
9.37K $271K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-139
- 15.94%
$531.86 - $624.21 $73.9K - $86.8K
733 $453K
HON
Honeywell International Inc

Industrials
-74
- 4.81%
$196.73 - $220.21 $14.6K - $16.3K
1.46K $302K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-3.19K
- 8.75%
$83.76 - $91.82 $267K - $293K
33.3K $3.04M
LLY
Eli Lilly & CO

Healthcare
-6
- 1.66%
$772.14 - $960.02 $4.63K - $5.76K
355 $314K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-64
- 2.8%
$147.95 - $191.05 $9.47K - $12.2K
2.22K $386K
JETS
ETF Ser Solutions U S Global J

ETFs
-972
- 8.23%
$16.76 - $20.84 $16.3K - $20.3K
10.8K $224K
VCIT
Vanguard Intermediate Term Cor

ETFs
-325
- 6.39%
$79.29 - $84.02 $25.8K - $27.3K
4.76K $398K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-300
- 10.81%
$77.02 - $85.06 $23.1K - $25.5K
2.47K $209K
AOA
Ishares Tr Core Aggressive All

ETFs
-255
- 7.17%
$72.11 - $79.05 $18.4K - $20.2K
3.3K $260K
ZTS
Zoetis Inc.

Healthcare
-237
- 12.09%
$172.58 - $196.48 $40.9K - $46.6K
1.72K $336K
VBK
Vanguard Small Cap Growth ETF

ETFs
-82
- 7.12%
$240.48 - $267.94 $19.7K - $22K
1.07K $285K
Linde PLC
-11
- 0.99%
N/A
1.1K $0
Bunge Global Sa
-308
- 7.14%
N/A
4K $0
New York Mtg Tr Inc
-7.51K
- 32.1%
N/A
15.9K $0
EEM
Ishares Msci Emerging Markets

ETFs
-450
- 4.86%
$40.42 - $46.7 $18.2K - $21K
8.8K $403K
EAOA
Ishares Esg Aware Aggressive A

Technology
-152
- 1.95%
$33.44 - $36.69 $5.08K - $5.58K
7.65K $280K
SPMD
Spdr Portfolio

ETFs
-4
- 0.08%
$50.29 - $54.92 $201 - $220
5.03K $274K
EUSB
Ishares Tr Esg Advanced Total

Technology
-35
- 0.33%
$42.09 - $44.64 $1.47K - $1.56K
10.7K $473K
CSCO
Cisco Systems, Inc.

Technology
-455
- 5.84%
$44.74 - $53.22 $20.4K - $24.2K
7.34K $390K
IWP
Ishares Russell Mid Cap Growth

ETFs
-475
- 4.22%
$103.87 - $117.59 $49.3K - $55.9K
10.8K $1.27M
DFIS
Dimensional ETF Tr Dimensional

ETFs
-1.37K
- 5.14%
$24.06 - $26.97 $33K - $37K
25.4K $680K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-825
- 3.37%
$175.46 - $203.3 $145K - $168K
23.7K $4.8M
NOW
Service Now, Inc.

Technology
-42
- 6.76%
$730.87 - $937.36 $30.7K - $39.4K
579 $517K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
-7
- 0.04%
$15.81 - $18.96 $111 - $133
17.7K $319K
IXUS
Ishares Tr

ETFs
-300
- 2.75%
$64.9 - $73.35 $19.5K - $22K
10.6K $771K
VLY
Valley National Bancorp

Financial Services
-2.03K
- 7.75%
$6.58 - $9.34 $13.4K - $19K
24.2K $218K
DHR
Danaher Corp

Healthcare
-27
- 1.5%
$239.25 - $280.76 $6.46K - $7.58K
1.78K $493K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-8
- 0.04%
$32.04 - $37.11 $256 - $297
18.4K $670K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-8
- 0.45%
$386.81 - $423.12 $3.09K - $3.38K
1.79K $756K
T
At&T Inc.

Communication Services
-1.93K
- 5.36%
$18.21 - $22.28 $35.2K - $43.1K
34.1K $750K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-148
- 0.96%
$60.13 - $68.17 $8.9K - $10.1K
15.3K $1.04M
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
-231
- 0.8%
$91.41 - $101.59 $21.1K - $23.5K
28.8K $2.92M
IWV
Ishares Russell 3000 ETF

ETFs
-218
- 2.17%
$294.75 - $326.73 $64.3K - $71.2K
9.81K $3.2M
Activity Summary
Buys All Purchases 200 New Holdings 42 Increased Positions 158 Sells All Sells 65 Reductions 65 Sold out 0 Options Calls 0 Puts 0
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