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Hldgs shares owned by Sax Wealth Advisors

Quarter-by-quarter ownership of Hldgs (UAL) shares owned by Sax Wealth Advisors from 13F filings

Historical chart of Sax Wealth Advisors investment in Hldgs

Tip: Access up to 7 years of quarterly data

All positions including Hldgs held by Sax Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Hldgs by Sax Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $273k 2.4k 111.82
2021-06-30 $229k 4.4k 52.37
2021-03-31 $230k 4.0k 57.60

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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Putnam Etf Trust Focused Lar Cap (PVAL)
Apple (AAPL)

View all positions for Sax Wealth Advisors

Top funds holding Hldgs

Vanguard Group
BlackRock
Capital Research and Management Company - Division 3
PRIMECAP Management Company
Sanders Capital
FMR
State Street Corporation
Citadel Advisors
Geode Capital Management
Susquehanna International
Capital World Investors
Dimensional Fund Advisors
Barclays
Par Capital Management
Jane Street

View all funds holding Hldgs