Saxony Capital Management, LLC Purchases in Q4 2025

Saxony Capital Management, LLC

  • $145 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
50.3K
+ 104.72%
$50.57 - $50.77 $2.54M - $2.56M
98.4K $4.98M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
24K
New
$102.37 - $105.36 $2.46M - $2.53M
24K $2.47M
ITOT
Ishares Core S&P Total U.S. St

ETFs
15.8K
+ 283.55%
$142.79 - $150.05 $2.26M - $2.37M
21.4K $3.13M
IVE
Ishares S&P 500 Value ETF

ETFs
9.95K
New
$202.52 - $212.07 $2.01M - $2.11M
9.95K $2.08M
MUB
Ishares National Muni Bond ETF

ETFs
17.5K
New
$106.36 - $107.61 $1.86M - $1.89M
17.5K $1.88M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
22.3K
+ 53.04%
$56.33 - $59.22 $1.26M - $1.32M
64.4K $3.72M
SPMD
Spdr Portfolio

ETFs
20.1K
New
$55.44 - $58.05 $1.12M - $1.17M
20.1K $1.13M
XLK
Technology Sector Spdr

ETFs
3.64K
+ 100.0%
$278.39 - $304.13 $1.01M - $1.11M
7.28K $2.1M
TDVG
T Rowe Price Exchange Traded F

Technology
22.4K
+ 299.69%
$43.17 - $44.88 $967K - $1.01M
29.9K $1.32M
CGDV
Capital Group Divid Value ETF

ETFs
22.2K
+ 130.17%
$41.33 - $43.47 $916K - $963K
39.2K $1.68M
JCPB
J P Morgan Exchange Traded Fd

ETFs
19.7K
+ 41.49%
$47.34 - $48.01 $934K - $947K
67.3K $3.19M
HYBL
Ssga Active Tr Spdr Blackstone

ETFs
31.1K
New
$28.25 - $28.58 $879K - $889K
31.1K $883K
JEPI
J P Morgan Exchange Traded Fd

ETFs
15.8K
+ 22.21%
$56.0 - $57.6 $884K - $909K
86.8K $4.93M
GLDM
World Gold Trust

ETFs
10.6K
New
$76.32 - $86.69 $807K - $917K
10.6K $855K
CGGR
Capital Group Growth ETF Shs C

ETFs
19.3K
+ 88.27%
$43.04 - $45.68 $830K - $881K
41.1K $1.77M
TCHP
T Rowe Price Exchange Traded F

Technology
15.9K
+ 187.4%
$47.86 - $51.43 $759K - $815K
24.3K $1.19M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
16.8K
New
$44.53 - $47.25 $747K - $793K
16.8K $764K
SCHP
Schwab Strategic Us Tips ETF

ETFs
27.8K
New
$26.75 - $27.15 $743K - $754K
27.8K $744K
CGGO
Capital Group Global Growth Eq

ETFs
19.5K
+ 67.84%
$33.63 - $35.51 $655K - $692K
48.2K $1.65M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
2.72K
+ 263.21%
$245.79 - $258.02 $668K - $702K
3.75K $923K
JEMA
Jpmorgan Activebuilders Emergi

ETFs
12.1K
New
$46.44 - $50.36 $561K - $609K
12.1K $597K
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.74K
+ 49.0%
$185.12 - $192.11 $506K - $526K
8.32K $1.56M
MBB
Ishares Tr

ETFs
4.95K
+ 71.81%
$94.9 - $96.23 $470K - $477K
11.8K $1.13M
DFAE
Dimensional ETF Tr

ETFs
8.92K
+ 8.34%
$30.74 - $33.05 $274K - $295K
116K $3.77M
AOR
Ishares Tr Core Growth Allocat

ETFs
5.96K
New
$63.43 - $65.6 $378K - $391K
5.96K $385K
RFV
Invesco Exchange Traded Fd Tr

ETFs
3.01K
+ 130.6%
$122.16 - $129.81 $368K - $391K
5.31K $668K
CGUS
Capital Group Core Equity ETF
8.4K
New
$38.81 - $40.67 $326K - $342K
8.4K $333K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
3.21K
+ 18.32%
$82.92 - $88.2 $266K - $283K
20.7K $1.82M
STLG
Ishares Factors Us Growth Styl

ETFs
6.36K
+ 100.78%
N/A
12.7K $637K
IBM
International Business Machines Corp

Technology
992
New
$275.97 - $314.98 $274K - $312K
992 $294K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
5.59K
New
$51.27 - $51.8 $286K - $289K
5.59K $288K
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
1.66K
New
$168.39 - $174.07 $280K - $289K
1.66K $285K
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.32K
New
$191.01 - $199.18 $252K - $263K
1.32K $256K
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
3.49K
New
$69.11 - $73.37 $241K - $256K
3.49K $247K
CELC
Celcuity Inc.

Healthcare
2.52K
New
$45.22 - $92.44 $114K - $233K
2.52K $232K
AMZN
Amazon Com Inc

Consumer Cyclical
364
+ 3.88%
$213.04 - $254.0 $77.5K - $92.5K
9.75K $2.29M
RPV
Invesco Exchange Traded Fd Tr

ETFs
2.16K
+ 95.11%
$95.88 - $101.05 $207K - $218K
4.43K $443K
CAT
Caterpillar Inc

Industrials
392
New
$480.82 - $585.49 $188K - $230K
392 $216K
GILD
Gilead Sciences, Inc.

Healthcare
1.68K
New
$110.56 - $125.2 $186K - $210K
1.68K $208K
SCHG
Schwab Strategic Tr Us Large C

ETFs
6.43K
New
$31.41 - $33.69 $202K - $217K
6.43K $207K
TFC
Truist Financial Corp

Financial Services
4.31K
New
$41.09 - $45.64 $177K - $197K
4.31K $193K
CEG
Constellation Energy Corp

Utilities
568
New
$335.74 - $401.43 $191K - $228K
568 $192K
NTRA
Natera, Inc.

Healthcare
910
New
$160.21 - $209.5 $146K - $191K
910 $185K
VBR
Vanguard Small Cap Value ETF

ETFs
947
+ 24.6%
$201.42 - $211.15 $191K - $200K
4.8K $985K
JXN
Jackson Financial Inc.

Financial Services
1.93K
New
$92.13 - $103.82 $178K - $200K
1.93K $182K
AVGO
Broadcom Inc.

Technology
308
+ 6.18%
$324.63 - $385.98 $100K - $119K
5.3K $1.81M
NFLX
Netflix Inc

Communication Services
9K
+ 1180.71%
$110.29 - $1241.35 $992K - $11.2M
9.76K $1.08M
DFAI
Dimensional ETF Tr

ETFs
1.68K
+ 1.81%
$35.82 - $37.52 $60.3K - $63.1K
94.9K $3.52M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
258
+ 25.07%
$426.99 - $455.46 $110K - $118K
1.29K $561K
Activity Summary
Buys All Purchases 91 New Holdings 31 Increased Positions 60 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
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