SAXON INTERESTS, INC. Q2 2025 Filing

Filed July 17, 2025

Portfolio Value

$213.7B

Holdings

186

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (186 positions)

#StockSharesValue% PortfolioType
1
PRFINVESCO EXCHANGE TRADED FD T
525,237$21.2B9.93%
2
AAPLAPPLE INC
44,286$9.8B4.60%
3
VTIVANGUARD INDEX FDS
26,518$7.3B3.41%
4
MSFTMICROSOFT CORP
16,233$6.1B2.85%
5
SPYSPDR S&P 500 ETF TR
10,306$5.8B2.70%
6
VOOVANGUARD INDEX FDS
10,428$5.4B2.51%
7
AMZNAMAZON COM INC
26,479$5.0B2.36%
8
DCREDOUBLELINE ETF TRUST
93,527$4.9B2.27%
9
IWDISHARES TR
25,322$4.8B2.23%
10
IWFISHARES TR
12,635$4.6B2.13%
11
METAMETA PLATFORMS INC
6,236$3.6B1.68%
12
XOMEXXON MOBIL CORP
30,059$3.6B1.67%
13
USMVISHARES TR
37,641$3.5B1.65%
14
JPMJPMORGAN CHASE & CO.
13,801$3.4B1.58%
15
IWRISHARES TR
39,374$3.3B1.57%
16
CVXCHEVRON CORP NEW
18,806$3.1B1.47%
17
NVDANVIDIA CORPORATION
27,627$3.0B1.40%
18
NDQINVESCO QQQ TR
6,193$2.9B1.36%
19
IVLUISHARES TR
93,246$2.8B1.32%
20
AGGISHARES TR
28,444$2.8B1.32%
21
VIOVVANGUARD ADMIRAL FDS INC
29,953$2.5B1.18%
22
AVGOBROADCOM INC
14,837$2.5B1.16%
23
WMTWALMART INC
23,585$2.1B0.97%
24
VIGVANGUARD SPECIALIZED FUNDS
10,324$2.0B0.94%
25
IWMISHARES TR
9,884$2.0B0.92%
26
XLKSELECT SECTOR SPDR TR
9,271$1.9B0.90%
27
UNHUNITEDHEALTH GROUP INC
3,566$1.9B0.87%
28
MSIMOTOROLA SOLUTIONS INC
4,263$1.9B0.87%
29
MRKMERCK & CO INC
20,602$1.8B0.87%
30
CMECME GROUP INC
6,620$1.8B0.82%
31
IBMINTERNATIONAL BUSINESS MACHS
6,967$1.7B0.81%
32
HDHOME DEPOT INC
4,318$1.6B0.74%
33
IVVISHARES TR
2,739$1.5B0.72%
34
IJHISHARES TR
25,508$1.5B0.70%
35
VEUVANGUARD INTL EQUITY INDEX F
24,371$1.5B0.69%
36
CBCHUBB LIMITED
4,868$1.5B0.69%
37
APDAIR PRODS & CHEMS INC
4,546$1.3B0.63%
38
AQLTISHARES TR
17,442$1.3B0.62%
39
JNJJOHNSON & JOHNSON
7,890$1.3B0.61%
40
VPUVANGUARD WORLD FD
7,569$1.3B0.60%
41
IJRISHARES TR
11,867$1.2B0.58%
42
AXPAMERICAN EXPRESS CO
4,602$1.2B0.58%
43
ETNEATON CORP PLC
4,539$1.2B0.58%
44
PWRQUANTA SVCS INC
4,638$1.2B0.55%
45
DONSPDR DOW JONES INDL AVERAGE
2,804$1.2B0.55%
46
MDTMEDTRONIC PLC
12,972$1.2B0.55%
47
DHSWISDOMTREE TR
10,922$1.1B0.51%
48
MPCMARATHON PETE CORP
7,412$1.1B0.51%
49
ADIANALOG DEVICES INC
5,255$1.1B0.50%
50
IYWISHARES TR
7,544$1.1B0.50%
51
GSGOLDMAN SACHS GROUP INC
1,881$1.0B0.48%
52
DRIDARDEN RESTAURANTS INC
4,741$984.9M0.46%
53
IWSISHARES TR
7,532$948.8M0.44%
54
BACVERIZON COMMUNICATIONS INC
20,523$930.9M0.44%
55
FTCSFIRST TR EXCHANGE-TRADED FD
10,264$920.1M0.43%
56
ILCVISHARES TR
11,283$919.0M0.43%
57
EFAISHARES TR
11,227$917.6M0.43%
58
MUNIPIMCO ETF TR
17,727$913.8M0.43%
59
CATCATERPILLAR INC
2,752$907.5M0.42%
60
JIGJ P MORGAN EXCHANGE TRADED F
13,830$876.9M0.41%
61
PTLCPACER FDS TR
16,794$864.1M0.40%
62
VFHVANGUARD WORLD FD
7,190$859.0M0.40%
63
VISVANGUARD WORLD FD
3,408$843.7M0.39%
64
VOXVANGUARD WORLD FD
5,550$823.6M0.39%
65
VYMVANGUARD WHITEHALL FDS
6,182$797.2M0.37%
66
VVISA INC
2,225$779.8M0.36%
67
JCIJOHNSON CTLS INTL PLC
9,666$774.3M0.36%
68
SDYSPDR SERIES TRUST
5,535$751.0M0.35%
69
MMITNEW YORK LIFE INVTS ACTIVE E
30,995$743.0M0.35%
70
ABBVABBVIE INC
3,485$730.2M0.34%
71
PBPROSPERITY BANCSHARES INC
10,015$714.8M0.33%
72
DONWISDOMTREE TR
14,418$714.0M0.33%
73
UNPUNION PAC CORP
2,996$707.7M0.33%
74
VLUSPDR SERIES TRUST
3,778$694.5M0.32%
75
MDYSPDR S&P MIDCAP 400 ETF TR
1,263$674.0M0.32%
76
EWJISHARES INC
9,667$662.8M0.31%
77
IJJISHARES TR
5,195$622.0M0.29%
78
IWPISHARES TR
5,292$621.8M0.29%
79
OREALTY INCOME CORP
10,705$621.0M0.29%
80
WTWWILLIS TOWERS WATSON PLC LTD
1,831$618.8M0.29%
81
MLPXGLOBAL X FDS
9,608$613.1M0.29%
82
EPDENTERPRISE PRODS PARTNERS L
17,861$609.8M0.29%
83
FISFIDELITY NATL INFORMATION SV
7,897$589.7M0.28%
84
AMLPALPS ETF TR
11,129$578.0M0.27%
85
HALHALLIBURTON CO
22,663$575.0M0.27%
86
AMGNAMGEN INC
1,791$558.0M0.26%
87
KMIKINDER MORGAN INC DEL
19,363$552.4M0.26%
88
JPIBJ P MORGAN EXCHANGE TRADED F
11,428$547.3M0.26%
89
OKEONEOK INC NEW
5,450$540.7M0.25%
90
RSPINVESCO EXCHANGE TRADED FD T
3,089$535.1M0.25%
91
COSTCOSTCO WHSL CORP NEW
564$533.0M0.25%
92
DEDEERE & CO
1,133$531.8M0.25%
93
GOOGLALPHABET INC
3,364$520.2M0.24%
94
RTXRTX CORPORATION
3,874$513.1M0.24%
95
CMCSACOMCAST CORP NEW
13,695$505.3M0.24%
96
HYMBSPDR SERIES TRUST
19,956$503.3M0.24%
97
FMBFIRST TR EXCH TRADED FD III
9,845$496.4M0.23%
98
IYTISHARES TR
7,750$496.2M0.23%
99
BPBP PLC
14,623$494.1M0.23%
100
GOOGALPHABET INC
3,125$488.2M0.23%
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