SAXON INTERESTS, INC.
Q1 2025 13F Holdings
- Locationhouston, TX
- Num holdings
186
- Value ($000)
$213,745
- Date Filed04/25/2025
- Form type13F-HR
- CIK0001905867
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
PRF INVESCO EXCHANGE TRADED FD T | RAFI US 1000 ETF | 46137V613 | $21.22M | 10 % | 525,237 | ||
AAPL APPLE INC | COM | 037833100 | $9.84M | 5 % | 44,286 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $7.29M | 3 % | 26,518 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $6.09M | 3 % | 16,233 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $5.77M | 3 % | 10,306 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $5.36M | 3 % | 10,428 | ||
AMZN AMAZON COM INC | COM | 023135106 | $5.04M | 2 % | 26,479 | ||
DCRE DOUBLELINE ETF TRUST | COMMERCIAL REAL | 25861R303 | $4.85M | 2 % | 93,527 | ||
IWD ISHARES TR | RUS 1000 VAL ETF | 464287598 | $4.76M | 2 % | 25,322 | ||
IWF ISHARES TR | RUS 1000 GRW ETF | 464287614 | $4.56M | 2 % | 12,635 |
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