Saxony Capital Management, LLC

Q4 2024 13F Holdings

  • Location
    st. louis, MO
  • Num holdings

    132

  • Value ($000)

    $113,634

  • Date Filed
    01/23/2025
  • Form type
    13F-HR
  • CIK
    0001561330
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
SGOV
SGOV

ISHARES TR

0-3 MNTH TREASRY
$4.96M
4 %

49,463

BND
BND

VANGUARD BD INDEX FDS

TOTAL BND MRKT
$4.68M
4 %

65,033

NVDA
NVDA

NVIDIA CORPORATION

COM
$4.23M
4 %

31,467

ACWI
ACWI

ISHARES TR

MSCI ACWI ETF
$4.22M
4 %

35,947

VOO
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
$3.96M
4 %

7,355

AAPL
AAPL

APPLE INC

COM
$3.66M
3 %

14,625

KRE
KRE

SPDR SER TR

PRTFLO S&P500 GW
$3.34M
3 %

37,970

IVW
IVW

ISHARES TR

S&P 500 GRWT ETF
$3.25M
3 %

31,985

NDQ
NDQ

INVESCO QQQ TR

UNIT SER 1
$3.11M
3 %

6,087

DIA
DIA

SPDR DOW JONES INDL AVERAGE

UT SER 1
$2.73M
2 %

6,413

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