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
SPTS
Spdr Portfolio Short Term Trea

ETFs
-2.77K
- 17.32%
$29.23 - $29.39 $81K - $81.5K
13.2K $387K
DFAR
Dimensional ETF Tr Dimensional

ETFs
-2.9K
- 10.37%
$23.07 - $24.16 $66.8K - $69.9K
25K $586K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-898
- 18.83%
$85.3 - $88.17 $76.6K - $79.2K
3.87K $337K
PODD
Insulet Corp

Healthcare
-484
- 13.51%
$305.98 - $336.84 $148K - $163K
3.1K $1.03M
GE
General Electric CO

Industrials
-211
- 2.48%
$291.49 - $314.28 $61.5K - $66.3K
8.3K $2.49M
VO
Vanguard Mid Cap ETF

ETFs
-82
- 1.28%
$286.27 - $296.23 $23.5K - $24.3K
6.32K $1.81M
GLW
Corning Inc

Technology
-776
- 5.6%
$82.06 - $90.29 $63.7K - $70.1K
13.1K $1.07M
SCHW
Schwab Charles Corp

Financial Services
-324
- 3.44%
$91.91 - $97.71 $29.8K - $31.7K
9.1K $836K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-932
- 5.64%
$76.84 - $80.86 $71.6K - $75.4K
15.6K $1.23M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-1.09K
- 7.6%
$72.17 - $75.74 $78.3K - $82.2K
13.2K $989K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-775
- 9.47%
$61.42 - $63.67 $47.6K - $49.3K
7.41K $459K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-2.24K
- 19.52%
$24.85 - $25.28 $55.5K - $56.5K
9.21K $230K
DVY
Ishares Tr

ETFs
-200
- 1.13%
$138.1 - $143.11 $27.6K - $28.6K
17.5K $2.47M
UNP
Union Pacific Corp

Industrials
-103
- 5.59%
$216.37 - $237.41 $22.3K - $24.5K
1.74K $384K
PFF
Ishares Trust Ishares Pfd And

ETFs
-741
- 2.25%
$30.84 - $31.79 $22.9K - $23.6K
32.2K $993K
FTNT
Fortinet, Inc.

Technology
-436
- 7.33%
$80.54 - $87.52 $35.1K - $38.2K
5.51K $453K
FPE
First Tr Pfd Secs & Income ETF

ETFs
-2.5K
- 16.5%
$18.14 - $18.51 $45.4K - $46.3K
12.7K $231K
PKG
Packaging Corp Of America

Consumer Cyclical
-46
- 2.73%
$195.59 - $215.64 $9K - $9.92K
1.64K $323K
XYL
Xylem Inc.

Industrials
-142
- 3.17%
$142.73 - $152.95 $20.3K - $21.7K
4.34K $619K
VUG
Vanguard Growth ETF

ETFs
-180
- 1.54%
$470.44 - $504.26 $84.7K - $90.8K
11.5K $5.55M
DGRO
Ishares Core Dividend Growth E

ETFs
-592
- 7.96%
$66.93 - $69.17 $39.6K - $40.9K
6.84K $468K
VBK
Vanguard Small Cap Growth ETF

ETFs
-8
- 0.14%
$291.71 - $309.36 $2.33K - $2.47K
5.84K $1.7M
DMLP
Dorchester Minerals, L.P.

Energy
-600
- 6.22%
$22.69 - $25.83 $13.6K - $15.5K
9.05K $213K
UNH
Unitedhealth Group Inc

Healthcare
-43
- 4.92%
$320.52 - $369.92 $13.8K - $15.9K
831 $266K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-648
- 7.8%
$50.57 - $50.77 $32.8K - $32.9K
7.66K $387K
HYG
Ishares Tr

ETFs
-319
- 4.07%
$79.95 - $81.28 $25.5K - $25.9K
7.52K $603K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-61
- 0.22%
$92.34 - $95.43 $5.63K - $5.82K
27.7K $2.61M
WFC
Wells Fargo & Company

Financial Services
-327
- 5.01%
$77.62 - $87.3 $25.4K - $28.5K
6.2K $517K
BNDX
Vanguard Total International B

ETFs
-571
- 4.42%
$49.3 - $49.91 $28.2K - $28.5K
12.3K $610K
CB
Chubb LTD

Financial Services
-148
- 12.7%
$268.2 - $296.22 $39.7K - $43.8K
1.02K $300K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-1.07K
- 9.95%
$23.38 - $23.82 $25K - $25.5K
9.68K $226K
ITW
Illinois Tool Works Inc

Industrials
-26
- 2.05%
$242.03 - $260.73 $6.29K - $6.78K
1.24K $303K
EUSB
Ishares Tr Esg Advanced Total

Technology
-509
- 9.83%
$43.82 - $44.38 $22.3K - $22.6K
4.67K $204K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-820
- 4.25%
$23.37 - $23.7 $19.2K - $19.4K
18.5K $432K
BK
Bank Of New York Mellon Corp

Financial Services
-278
- 4.51%
$104.54 - $112.64 $29.1K - $31.3K
5.89K $650K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-852
- 3.2%
$31.41 - $33.69 $26.8K - $28.7K
25.8K $830K
C
Citigroup Inc

Financial Services
-64
- 1.92%
$93.93 - $102.87 $6.01K - $6.58K
3.27K $320K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-189
- 1.78%
$79.55 - $80.13 $15K - $15.1K
10.5K $832K
DE
Deere & CO

Industrials
-69
- 8.47%
$439.11 - $480.78 $30.3K - $33.2K
746 $355K
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
-615
- 5.59%
$25.43 - $25.82 $15.6K - $15.9K
10.4K $264K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-46
- 2.01%
$426.99 - $455.46 $19.6K - $21K
2.24K $978K
FVD
First Tr Value Line Divid Inde

ETFs
-340
- 5.76%
$45.0 - $46.25 $15.3K - $15.7K
5.56K $255K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-405
- 5.12%
$27.17 - $28.65 $11K - $11.6K
7.5K $205K
EFG
Msci Eafe Growth ETF

ETFs
-217
- 1.81%
$112.91 - $117.61 $24.5K - $25.5K
11.7K $1.35M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-43
- 0.28%
$43.95 - $46.24 $1.89K - $1.99K
15.6K $690K
AOA
Ishares Tr Core Aggressive All

ETFs
-188
- 4.86%
$86.51 - $90.12 $16.3K - $16.9K
3.68K $326K
VPU
Vanguard Utilities ETF

ETFs
-165
- 2.59%
$190.8 - $202.04 $31.5K - $33.3K
6.2K $1.19M
ARCC
Ares Capital Corp

Financial Services
-393
- 1.77%
$18.9 - $20.61 $7.43K - $8.1K
21.8K $441K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-349
- 5.3%
$45.45 - $48.31 $15.9K - $16.9K
6.24K $296K
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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