Sax Wealth Advisors, LLC Sells in Q4 2025

Sax Wealth Advisors, LLC

  • $2.07 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
HYDB
Ishares Tr Edge High Yield Def

ETFs
-122K
- 54.04%
$46.97 - $47.77 $5.72M - $5.82M
104K $4.88M
DFSD
Dimensional ETF Tr Short Durat

ETFs
-76.8K
- 21.87%
$48.17 - $48.5 $3.7M - $3.73M
274K $13.2M
AVUV
American Centy ETF Tr Avantis

ETFs
-28.5K
- 34.9%
$95.19 - $100.66 $2.71M - $2.87M
53.1K $5.19M
DFAT
Dimensional ETF Tr U S Target

ETFs
-30.6K
- 3.88%
$55.75 - $58.83 $1.71M - $1.8M
757K $43.1M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-57.8K
- 22.91%
$42.71 - $43.27 $2.47M - $2.5M
195K $8.31M
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
-30.4K
- 62.48%
$66.27 - $69.46 $2.02M - $2.11M
18.3K $1.26M
VTI
Vanguard Total Stock Market Et

ETFs
-4.85K
- 12.06%
$321.8 - $337.95 $1.56M - $1.64M
35.4K $11.7M
IGV
Ishares Expanded Tech Software

ETFs
-9.99K
- 63.68%
$106.84 - $117.08 $1.07M - $1.17M
5.7K $611K
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
-8.94K
- 36.66%
$115.02 - $121.67 $1.03M - $1.09M
15.5K $1.84M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-15.7K
- 23.62%
$52.76 - $53.18 $828K - $834K
50.7K $2.68M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-5.6K
- 6.82%
$114.27 - $121.15 $640K - $679K
76.6K $8.95M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-6.86K
- 65.45%
$100.8 - $103.83 $691K - $712K
3.62K $372K
DFAU
Dimensional ETF Tr

ETFs
-17.2K
- 3.92%
$44.77 - $47.01 $771K - $809K
422K $19.4M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-14K
- 8.74%
$46.57 - $47.16 $652K - $660K
146K $6.81M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-1.51K
- 7.62%
$459.47 - $491.71 $694K - $742K
18.3K $8.62M
IVW
Ishares S&P 500 Growth ETF

ETFs
-5.3K
- 31.07%
$118.29 - $126.28 $627K - $669K
11.8K $1.42M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-19.2K
- 0.93%
$37.61 - $39.41 $723K - $758K
2.05M $79.4M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-18.7K
- 2.24%
$43.57 - $45.71 $814K - $854K
813K $36.6M
VNQ
Vanguard Specialized Funds Van

ETFs
-5.18K
- 21.86%
$88.13 - $92.69 $457K - $480K
18.5K $1.66M
HUBS
Hubspot Inc

Technology
-662
- 34.21%
$386.35 - $494.58 $256K - $327K
1.27K $504K
IEFA
Ishares Tr

ETFs
-4.22K
- 13.56%
$86.09 - $89.88 $363K - $379K
26.9K $2.39M
VZ
Verizon Communications Inc

Communication Services
-5.74K
- 23.93%
$38.4 - $43.83 $220K - $252K
18.3K $748K
IWP
Ishares Russell Mid Cap Growth

ETFs
-1.74K
- 15.21%
$136.84 - $145.3 $238K - $253K
9.71K $1.33M
MA
Mastercard Inc

Financial Services
-265
- 5.54%
$536.85 - $580.45 $142K - $154K
4.52K $2.43M
VB
Vanguard Small Cap ETF

ETFs
-925
- 7.22%
$248.1 - $260.08 $229K - $241K
11.9K $2.97M
EOG
Eog Resources Inc

Energy
-2.3K
- 43.87%
$105.0 - $111.92 $241K - $257K
2.94K $324K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-2.89K
- 23.15%
$91.84 - $96.06 $265K - $278K
9.59K $908K
AVUS
American Centy ETF Tr Avantis

ETFs
-2.69K
- 2.16%
$105.96 - $111.17 $285K - $299K
122K $13.3M
ADI
Analog Devices Inc

Technology
-109
- 0.85%
$225.32 - $246.37 $24.6K - $26.9K
12.6K $2.91M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
-8.95K
- 7.32%
$13.49 - $14.59 $121K - $131K
113K $1.6M
IVAL
Ea Ser Tr Alpha Architect Intl

ETFs
-6.1K
- 48.79%
$29.47 - $30.91 $180K - $189K
6.41K $196K
MRVL
Marvell Technology, Inc.

Technology
-2.56K
- 13.88%
$81.05 - $93.74 $208K - $240K
15.9K $1.37M
VEU
Vanguard Ftse All World Ex Us

ETFs
-2.83K
- 15.13%
$70.2 - $73.89 $199K - $209K
15.9K $1.16M
NDAQ
Nasdaq, Inc.

Financial Services
-1.54K
- 5.15%
$85.42 - $91.4 $132K - $141K
28.4K $2.48M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-4.29K
- 9.7%
$43.84 - $45.35 $188K - $195K
39.9K $1.79M
NVO
Novo Nordisk A S

Healthcare
-124
- 0.57%
$45.68 - $59.65 $5.66K - $7.4K
21.8K $1.05M
DXCM
Dexcom Inc

Healthcare
-359
- 2.41%
$54.84 - $71.06 $19.7K - $25.5K
14.5K $844K
DFIS
Dimensional ETF Tr Dimensional

ETFs
-4.2K
- 21.6%
$30.89 - $32.15 $130K - $135K
15.2K $479K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-401
- 30.22%
$310.75 - $335.0 $125K - $134K
926 $289K
ZTS
Zoetis Inc.

Healthcare
-348
- 11.02%
$118.8 - $147.53 $41.3K - $51.3K
2.81K $333K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-174
- 15.82%
$577.77 - $604.78 $101K - $105K
926 $542K
IWS
Ishares Russell Midcap Value E

ETFs
-760
- 16.11%
$135.66 - $140.93 $103K - $107K
3.96K $545K
ABT
Abbott Laboratories

Healthcare
-637
- 8.67%
$123.62 - $134.59 $78.7K - $85.7K
6.71K $872K
IWN
Ishares Russell2000 Val ETF

ETFs
-583
- 16.34%
$172.34 - $181.51 $100K - $106K
2.99K $521K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-2.75K
- 25.46%
$42.19 - $45.31 $116K - $125K
8.05K $358K
IXUS
Ishares Tr

ETFs
-1.45K
- 13.92%
$81.21 - $85.27 $118K - $124K
8.97K $756K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-684
- 1.11%
$105.91 - $113.18 $72.4K - $77.4K
60.9K $6.71M
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
-4.49K
- 5.6%
$17.44 - $18.04 $78.3K - $81K
75.6K $1.33M
ETN
Eaton Corp PLC

Industrials
-102
- 4.15%
$352.39 - $387.75 $35.9K - $39.6K
2.35K $829K
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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