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
VBR
Vanguard Small Cap Value ETF

ETFs
-23
- 1.19%
$201.42 - $211.15 $4.63K - $4.86K
1.91K $392K
IWV
Ishares Russell 3000 ETF

ETFs
-72
- 0.7%
$371.33 - $389.89 $26.7K - $28.1K
10.1K $3.86M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-100
- 2.31%
$102.37 - $105.36 $10.2K - $10.5K
4.24K $435K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-38
- 3.95%
$394.96 - $425.89 $15K - $16.2K
925 $377K
VGT
Vanguard Information Technolog

ETFs
-34
- 1.79%
$736.33 - $801.52 $25K - $27.3K
1.86K $1.41M
IEMG
Ishares Inc

ETFs
-116
- 1.81%
N/A
6.28K $336K
OPK
Opko Health, Inc.

Healthcare
-82
- 0.4%
$1.28 - $1.58 $105 - $130
20.3K $25K
EVN
Eaton Vance Municipal Income Trust

Financial Services
-516
- 3.69%
$10.78 - $11.18 $5.56K - $5.77K
13.5K $148K
BMY
Bristol Myers Squibb CO

Healthcare
-413
- 5.23%
$42.6 - $49.08 $17.6K - $20.3K
7.48K $350K
DHR
Danaher Corp

Healthcare
-334
- 10.85%
$202.46 - $223.01 $67.6K - $74.5K
2.75K $605K
F
Ford Motor CO

Consumer Cyclical
-2.29K
- 10.86%
$11.41 - $13.84 $26.2K - $31.7K
18.8K $248K
HDV
Ishares Core High Dividend ETF

ETFs
-25
- 0.64%
$118.22 - $122.79 $2.96K - $3.07K
3.87K $472K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-8
- 0.25%
$82.69 - $83.12 $662 - $665
3.14K $259K
SBUX
Starbucks Corp

Consumer Cyclical
-19
- 0.4%
$78.46 - $87.26 $1.49K - $1.66K
4.79K $405K
Lam Research Corp
-201
- 4.33%
N/A
4.44K $0
Ea Series Trust
-674
- 8.57%
N/A
7.19K $0
AVGE
American Centy ETF Tr Avantis
-959
- 17.12%
N/A
4.64K $0
Dimensional ETF Trust
-2.92K
- 7.9%
N/A
34.1K $0
Tko Group Holdings Inc
-88
- 2.74%
N/A
3.13K $0
Linde PLC
-2
- 0.14%
N/A
1.41K $0
American Centy ETF Tr
-274
- 6.65%
N/A
3.85K $0
OBIL
Rbb Fd Inc Us Treas 12 Month B
-5.03K
- 37.7%
N/A
8.31K $0
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-17
- 0.86%
$142.82 - $150.36 $2.43K - $2.56K
1.96K $287K
Rbb Fd Inc
-4.44K
- 26.0%
N/A
12.6K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
-3.86K
- 11.86%
N/A
28.6K $0
Bank America Corp
-10
- 2.94%
N/A
330 $0
Arista Networks Inc
-181
- 6.84%
N/A
2.47K $0
Blackrock ETF Trust
-59
- 0.91%
N/A
6.43K $0
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-277
- 1.06%
$52.54 - $55.77 $14.6K - $15.4K
25.9K $1.42M
BDX
Becton Dickinson & CO

Healthcare
-23
- 1.28%
$176.39 - $193.93 $4.06K - $4.46K
1.78K $339K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-25
- 0.2%
$32.35 - $34.37 $809 - $859
12.2K $413K
AVDE
American Centy ETF Tr Avantis

ETFs
-1.27K
- 1.61%
$77.65 - $81.2 $98.6K - $103K
77.6K $6.23M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-319
- 0.44%
$25.85 - $27.19 $8.25K - $8.67K
72.8K $1.93M
TRV
Travelers Companies, Inc.

Financial Services
-24
- 1.11%
$261.57 - $287.42 $6.28K - $6.9K
2.13K $612K
IYW
Ishares Dj Us Tech ETF

ETFs
-74
- 0.98%
$192.8 - $211.27 $14.3K - $15.6K
7.45K $1.48M
SHEL
Shell PLC

Energy
-33
- 0.82%
$71.37 - $77.01 $2.36K - $2.54K
3.98K $301K
XT
Ishares Tr Exponential Technol

ETFs
-5
- 0.04%
$71.46 - $75.47 $357 - $377
11.3K $831K
MTD
Mettler Toledo International Inc

Healthcare
-4
- 1.06%
$1273.67 - $1447.81 $5.09K - $5.79K
373 $523K
GLD
Spdr Gold Trust

ETFs
-33
- 0.91%
$354.79 - $403.15 $11.7K - $13.3K
3.58K $1.34M
IDXX
Idexx Laboratories Inc

Healthcare
-13
- 0.84%
$616.15 - $722.94 $8.01K - $9.4K
1.54K $1.06M
DFAX
Dimensional ETF Tr
-2.83K
- 1.1%
$30.71 - $32.34 $86.8K - $91.4K
255K $8.17M
DDOG
Datadog, Inc.

Technology
-1.03K
- 16.69%
$151.17 - $199.72 $155K - $205K
5.12K $946K
WELL
Welltower Inc.

Real Estate
-205
- 2.64%
$165.94 - $193.82 $34K - $39.7K
7.56K $1.47M
PH
Parker Hannifin Corp

Industrials
-31
- 1.72%
$716.66 - $857.93 $22.2K - $26.6K
1.77K $1.47M
MRK
Merck & Co., Inc.

Healthcare
-1.5K
- 5.11%
$82.49 - $92.93 $124K - $139K
27.8K $2.59M
ISRG
Intuitive Surgical Inc

Healthcare
-17
- 0.67%
$429.59 - $576.2 $7.3K - $9.8K
2.53K $1.38M
AMD
Advanced Micro Devices Inc

Technology
-453
- 9.26%
$164.01 - $264.33 $74.3K - $120K
4.44K $1.07M
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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