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Sax Wealth Advisors

Latest statistics and disclosures from Sax Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are DFUS, FBND, QQQM, QUAL, DFAC, and represent 36.37% of Sax Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: FBND (+$35M), PG (+$12M), DFUS (+$10M), QQQ (+$9.1M), SPHQ (+$8.2M), CLOI (+$8.0M), QQQM (+$7.9M), PVAL (+$7.4M), DFIV (+$7.3M), JIRE (+$5.7M).
Started 32 new stock positions in IBDU, SUSB, FPE, SYLD, IVAL, QQQ, CGGO, XAR, STIP, BBBY.
Reduced shares in these 10 stocks: DFSD (-$6.2M), DFCF, QUAL, DFAT, AVUV, DFAC, DFAS, DUHP, AVUS, IJH.
Sold out of its positions in CHD, MLPX, GSIE, GSUS, GSSC, ICE, ICLN, IEI, GOVT, SGOV. MSTR, JQC, PYPL, SLYV, SPAB, UPS, BIV, VXF.
Sax Wealth Advisors was a net buyer of stock by $113M.
Sax Wealth Advisors has $1.9B in assets under management (AUM), dropping by 13.06%.
Central Index Key (CIK): 0001846150

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Portfolio Holdings for Sax Wealth Advisors

Sax Wealth Advisors holds 436 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Equity Market (DFUS)	13.8	$258M	+4%	3.6M	72.44	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	8.4	$158M	+28%	3.4M	46.24	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	5.3	$99M	+8%	402k	247.12	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	4.6	$86M	-3%	440k	194.50	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	4.3	$80M	-2%	2.1M	38.57	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	2.4	$46M	-5%	788k	58.21	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	2.1	$40M	-3%	607k	65.26	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	2.0	$37M	+24%	810k	46.12	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	2.0	$37M	-4%	544k	68.46	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	2.0	$37M		832k	44.69	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	1.9	$35M		46.00	754200.00	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	1.7	$32M		885k	36.35	View chart
Apple (AAPL)	1.5	$28M	+4%	108k	254.63	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	1.5	$27M	+42%	373k	73.29	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	1.4	$26M	-5%	688k	37.77	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	1.2	$23M	+48%	533k	42.72	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	1.1	$21M	+35%	291k	73.54	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	1.1	$20M	-4%	439k	45.76	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.0	$20M		134k	145.65	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.0	$19M	-2%	29k	669.31	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.0	$19M	+5%	28k	666.18	View chart
Microsoft Corporation (MSFT)	1.0	$18M	+5%	34k	517.95	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.9	$17M	+9%	164k	104.96	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.9	$17M	-26%	351k	48.19	View chart
NVIDIA Corporation (NVDA)	0.9	$16M		86k	186.58	View chart
Vaneck Etf Trust Clo Etf (CLOI)	0.8	$14M	+130%	266k	53.10	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.7	$14M	-10%	124k	108.70	View chart
Procter & Gamble Company (PG)	0.7	$13M	+1123%	87k	153.65	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.7	$13M		40k	328.17	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.6	$11M	-31%	252k	42.76	View chart
Ishares Tr High Yld Systm B (HYDB)	0.6	$11M	+41%	225k	47.84	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.6	$11M	-8%	345k	30.39	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.5	$9.8M	-8%	82k	118.83	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.5	$9.3M		20k	468.41	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$9.1M	NEW	15k	600.36	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.5	$8.9M	+30%	247k	36.16	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.5	$8.7M	+2%	263k	32.90	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.4	$8.1M	-21%	82k	99.53	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.4	$8.1M	-3%	258k	31.38	View chart
Amazon (AMZN)	0.4	$8.0M	+7%	36k	219.57	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.4	$7.8M	+36%	146k	53.66	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.4	$7.7M	+15%	315k	24.30	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$7.6M	-4%	12k	612.38	View chart
Ishares Tr Core Total Usd (IUSB)	0.4	$7.5M	-5%	160k	46.71	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.4	$6.8M	-5%	62k	110.59	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.4	$6.8M	+3%	33k	206.51	View chart
JPMorgan Chase & Co. (JPM)	0.4	$6.7M	+2%	21k	315.43	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.3	$6.5M	+13%	206k	31.53	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.3	$6.2M	-6%	79k	78.90	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$6.2M		12k	502.73	View chart
Johnson & Johnson (JNJ)	0.3	$6.1M	+5%	33k	185.42	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.3	$6.1M	+11%	249k	24.34	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$5.9M		24k	243.55	View chart
Fidelity Covington Trust Vlu Factor Etf (FVAL)	0.3	$5.8M	+29%	84k	68.87	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$5.7M		23k	243.10	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$5.6M	-7%	12k	479.59	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.3	$5.6M	-11%	109k	51.08	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.3	$5.4M	-4%	21k	256.45	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$5.4M	-3%	29k	186.49	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.3	$5.2M	-14%	46k	111.47	View chart
McDonald's Corporation (MCD)	0.3	$4.9M	-5%	16k	303.88	View chart
American Centy Etf Tr Core Muni Fxd In (AVMU)	0.3	$4.9M	+58%	107k	45.60	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.3	$4.8M	-2%	95k	50.59	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.2	$4.6M	+22%	131k	35.28	View chart
Fidelity Covington Trust Fundamental Smal (FFSM)	0.2	$4.6M	+34%	157k	29.21	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.2	$4.5M	+2%	127k	35.69	View chart
Ishares Tr Ibonds Dec25 Etf (IBDQ)	0.2	$4.3M	-8%	172k	25.19	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$4.3M	-12%	14k	307.85	View chart
Meta Platforms Cl A (META)	0.2	$4.2M	+9%	5.7k	734.42	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$3.9M		65k	59.92	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.2	$3.9M	-4%	10k	378.96	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$3.8M	+2%	20k	189.70	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$3.7M		55k	67.83	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.2	$3.7M	+15%	145k	25.52	View chart
Select Sector Spdr Tr Technology (XLK)	0.2	$3.6M		13k	281.86	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.2	$3.5M	-8%	66k	53.03	View chart
Netflix (NFLX)	0.2	$3.5M	+5%	2.9k	1198.80	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$3.3M	+14%	58k	57.10	View chart
Ishares Em Mkt Sm-cp Etf (EEMS)	0.2	$3.3M	+30%	49k	67.91	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$3.3M	-3%	15k	215.79	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$3.3M	+46%	31k	106.49	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$3.3M	-19%	13k	254.28	View chart
Pgim Etf Tr Actv Hy Bd Etf (PHYL)	0.2	$3.2M	+43%	90k	35.75	View chart
Fidelity Covington Trust Enhanced Large (FELC)	0.2	$3.2M	+29%	85k	37.27	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.2	$3.2M	+43%	99k	31.89	View chart
Analog Devices (ADI)	0.2	$3.1M	+2%	13k	245.69	View chart
Broadcom (AVGO)	0.2	$3.1M	+8%	9.5k	329.91	View chart
Exxon Mobil Corporation (XOM)	0.2	$2.9M	+3%	26k	112.75	View chart
Ishares Tr Esg Msci Leadr (SUSL)	0.2	$2.9M	-2%	24k	117.04	View chart
Mastercard Incorporated Cl A (MA)	0.1	$2.7M	+6%	4.8k	568.83	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$2.7M	+12%	31k	87.31	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	0.1	$2.7M	+7%	37k	71.94	View chart
Nasdaq Omx (NDAQ)	0.1	$2.7M		30k	88.45	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$2.6M	-8%	28k	95.14	View chart
Ishares Tr Esg Optimized (SUSA)	0.1	$2.6M		19k	135.65	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.1	$2.6M	+41%	44k	59.20	View chart
Ge Aerospace Com New (GE)	0.1	$2.6M	+13%	8.5k	300.83	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$2.5M	-2%	18k	142.10	View chart
Merck & Co (MRK)	0.1	$2.5M	+76%	29k	83.93	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	0.1	$2.3M		41k	55.57	View chart
Tesla Motors (TSLA)	0.1	$2.3M	+5%	5.1k	444.71	View chart
Home Depot (HD)	0.1	$2.2M	+2%	5.4k	405.16	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$2.2M	-15%	24k	91.42	View chart
Applied Materials (AMAT)	0.1	$2.2M		11k	204.73	View chart
Abbvie (ABBV)	0.1	$2.1M	+20%	9.1k	231.53	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.1	$2.1M	NEW	88k	23.47	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$2.1M	-5%	17k	120.72	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.1	$2.0M		62k	32.79	View chart
Visa Com Cl A (V)	0.1	$2.0M	+2%	5.9k	341.40	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$2.0M	+2%	22k	93.37	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.1	$2.0M	-14%	44k	44.19	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$1.9M		9.5k	203.59	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$1.9M	+3%	73k	26.34	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$1.9M		6.4k	293.72	View chart
Spdr Series Trust Prtflo S&p500 Hi (SPYD)	0.1	$1.8M	+8%	42k	44.00	View chart
Vaneck Etf Trust Bdc Income Etf (BIZD)	0.1	$1.8M	+8%	122k	14.94	View chart
Ishares Tr Expanded Tech (IGV)	0.1	$1.8M	+15%	16k	115.01	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.1	$1.8M	-11%	37k	47.98	View chart
International Business Machines (IBM)	0.1	$1.8M	+7%	6.2k	282.17	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$1.7M	-2%	5.9k	297.61	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.1	$1.7M	+89%	7.5k	222.16	View chart
Chevron Corporation (CVX)	0.1	$1.7M	+8%	11k	155.29	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.1	$1.7M	+4%	13k	125.95	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$1.6M	-27%	22k	74.37	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$1.6M		12k	142.41	View chart
Pepsi (PEP)	0.1	$1.6M		11k	140.44	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$1.6M		22k	72.77	View chart
Philip Morris International (PM)	0.1	$1.6M	+5%	9.6k	162.19	View chart
Marvell Technology (MRVL)	0.1	$1.6M	+6%	19k	84.07	View chart
Johnson Ctls Intl SHS (JCI)	0.1	$1.5M	+2%	14k	109.95	View chart
Costco Wholesale Corporation (COST)	0.1	$1.5M	+8%	1.6k	925.79	View chart
Colgate-Palmolive Company (CL)	0.1	$1.5M	-3%	19k	79.94	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$1.5M	+3%	4.5k	332.87	View chart
Goldman Sachs Physical Gold Unit (AAAU)	0.1	$1.5M	NEW	39k	38.12	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$1.5M	+5%	8.6k	170.86	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$1.5M		7.5k	195.85	View chart
Nextera Energy (NEE)	0.1	$1.5M		19k	75.49	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.1	$1.4M	+4%	33k	44.58	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$1.4M		10k	137.80	View chart
Vaneck Etf Trust Preferred Securt (PFXF)	0.1	$1.4M	-6%	80k	17.77	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$1.4M	-10%	14k	100.25	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$1.4M	-3%	26k	54.18	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$1.4M	-3%	1.9k	746.70	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$1.4M		2.9k	490.38	View chart
Welltower Inc Com reit (WELL)	0.1	$1.4M		7.8k	178.14	View chart
Palo Alto Networks (PANW)	0.1	$1.4M	-4%	6.8k	203.62	View chart
Parker-Hannifin Corporation (PH)	0.1	$1.4M	+6%	1.8k	757.97	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$1.4M	-2%	12k	113.88	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$1.4M	-3%	15k	89.34	View chart
Nuveen Nj Div Advantage Mun (NXJ)	0.1	$1.4M	NEW	110k	12.41	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$1.3M	-45%	19k	71.37	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.1	$1.3M		17k	78.34	View chart
Caterpillar (CAT)	0.1	$1.3M	+2%	2.7k	477.23	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$1.3M	+3%	3.6k	355.47	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.1	$1.3M	+114%	16k	78.37	View chart
Oracle Corporation (ORCL)	0.1	$1.3M	+7%	4.5k	281.27	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$1.2M	-5%	16k	75.11	View chart
salesforce (CRM)	0.1	$1.2M	+7%	5.1k	237.00	View chart
Novo-nordisk A S Adr (NVO)	0.1	$1.2M		22k	55.49	View chart
Caci Intl Cl A (CACI)	0.1	$1.2M		2.4k	498.78	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$1.2M		16k	76.72	View chart
Take-Two Interactive Software (TTWO)	0.1	$1.2M		4.7k	258.36	View chart
Vanguard World Utilities Etf (VPU)	0.1	$1.2M		6.4k	189.42	View chart
At&t (T)	0.1	$1.2M	+6%	42k	28.24	View chart
Wal-Mart Stores (WMT)	0.1	$1.2M	+8%	11k	103.06	View chart
Goldman Sachs (GS)	0.1	$1.2M	+8%	1.5k	796.26	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$1.2M	+3%	13k	92.98	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	0.1	$1.2M	+252%	52k	22.15	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	0.1	$1.1M	-3%	10k	110.38	View chart
Intuitive Surgical Com New (ISRG)	0.1	$1.1M	+3%	2.5k	447.22	View chart
Corning Incorporated (GLW)	0.1	$1.1M		14k	82.03	View chart
Pimco Etf Tr Enhancd Short (EMNT)	0.1	$1.1M	+226%	11k	98.88	View chart
Walt Disney Company (DIS)	0.1	$1.1M		9.7k	114.50	View chart
Insulet Corporation (PODD)	0.1	$1.1M		3.6k	308.73	View chart
Raytheon Technologies Corp (RTX)	0.1	$1.1M	+10%	6.5k	167.33	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$1.1M	+11%	11k	103.07	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	0.1	$1.1M	+97%	12k	91.75	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$1.1M	+38%	10k	106.78	View chart
Palantir Technologies Cl A (PLTR)	0.1	$1.1M	+113%	5.8k	182.41	View chart
Verizon Communications (VZ)	0.1	$1.1M	+2%	24k	43.95	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$1.0M	-21%	14k	73.46	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$1.0M	-11%	33k	31.62	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$1.0M	-3%	19k	53.87	View chart
Bank of America Corporation (BAC)	0.1	$1.0M	-20%	20k	51.59	View chart
Dex (DXCM)	0.1	$1.0M		15k	67.29	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$996k		2.3k	435.38	View chart
IDEXX Laboratories (IDXX)	0.1	$993k		1.6k	638.89	View chart
Uber Technologies (UBER)	0.1	$984k	+7%	10k	97.97	View chart
Abbott Laboratories (ABT)	0.1	$984k	+6%	7.3k	133.95	View chart
Stryker Corporation (SYK)	0.1	$979k		2.6k	369.70	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$974k	+3%	6.6k	148.61	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$958k		33k	29.11	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$926k	-17%	12k	78.91	View chart
Eaton Corp SHS (ETN)	0.0	$919k	+10%	2.5k	374.26	View chart
Hubspot (HUBS)	0.0	$905k	+9%	1.9k	467.80	View chart
Charles Schwab Corporation (SCHW)	0.0	$900k	+7%	9.4k	95.47	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.0	$895k		7.9k	113.86	View chart
Datadog Cl A Com (DDOG)	0.0	$874k	-2%	6.1k	142.40	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$861k	-3%	10k	82.58	View chart
RBB Us Trsry 6 Mnth (XBIL)	0.0	$857k	-11%	17k	50.19	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$851k	+7%	11k	79.93	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$849k	+94%	27k	31.91	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.0	$827k	+12%	18k	46.93	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	0.0	$819k	+10%	11k	77.65	View chart
Ishares Tr Future Exponenti (XT)	0.0	$812k		11k	71.94	View chart
Thermo Fisher Scientific (TMO)	0.0	$811k	+5%	1.7k	485.02	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.0	$804k	+6%	16k	50.27	View chart
Advanced Micro Devices (AMD)	0.0	$791k	+29%	4.9k	161.79	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.0	$788k	+4%	40k	19.71	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.0	$776k	+109%	15k	53.24	View chart
American Express Company (AXP)	0.0	$772k	+13%	2.3k	332.16	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$766k	-8%	3.1k	246.56	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.0	$764k	+5%	37k	20.57	View chart
Servicenow (NOW)	0.0	$758k	+3%	824.00	920.28	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.0	$757k	-5%	7.6k	99.11	View chart
Confluent Class A Com (CFLT)	0.0	$755k		38k	19.80	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$752k		12k	65.00	View chart
Invesco Exch Traded Fd Tr Ii Ny Amt Fre Mun (PZT)	0.0	$750k	-6%	34k	22.24	View chart
Morgan Stanley Com New (MS)	0.0	$746k	+14%	4.7k	158.95	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.0	$745k	+9%	40k	18.81	View chart
Cisco Systems (CSCO)	0.0	$745k	-3%	11k	68.42	View chart
Ishares Tr Esg Aware Msci (ESML)	0.0	$705k	+2%	16k	45.08	View chart
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE)	0.0	$696k		6.9k	101.61	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.0	$695k	+5%	36k	19.56	View chart
Spdr Series Trust S&p 500 Esg Etf (EFIV)	0.0	$689k	-44%	11k	63.59	View chart
Eli Lilly & Co. (LLY)	0.0	$684k	+30%	896.00	762.92	View chart
Linde SHS (LIN)	0.0	$673k	+4%	1.4k	474.94	View chart
Bank of New York Mellon Corporation (BK)	0.0	$672k	+12%	6.2k	108.96	View chart
RBB Us Treasry 12 Mt (OBIL)	0.0	$671k	-3%	13k	50.31	View chart
Spdr Series Trust Nuveen Ice Munic (TFI)	0.0	$667k		15k	45.57	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.0	$666k	-24%	28k	23.85	View chart
Xylem (XYL)	0.0	$662k	-6%	4.5k	147.50	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$659k		4.7k	139.68	View chart
Cme (CME)	0.0	$656k	+3%	2.4k	270.15	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.0	$656k	+67%	1.1k	596.03	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$656k		2.3k	279.32	View chart
Tko Group Holdings Cl A (TKO)	0.0	$649k	+2%	3.2k	201.96	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.0	$644k		7.6k	84.68	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$639k	-58%	13k	49.46	View chart
Vertiv Holdings Com Cl A (VRT)	0.0	$638k	-2%	4.2k	150.85	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$636k	-12%	7.8k	81.19	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$631k		3.6k	176.81	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$629k	-12%	4.5k	140.94	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.0	$621k	+5%	37k	16.90	View chart
TJX Companies (TJX)	0.0	$621k	+13%	4.3k	144.54	View chart
Lam Research Corp Com New (LRCX)	0.0	$621k	+14%	4.6k	133.90	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.0	$615k		20k	31.63	View chart
Danaher Corporation (DHR)	0.0	$611k		3.1k	198.29	View chart
Ea Series Trust Ea Bridgeway Omn (BSVO)	0.0	$605k		27k	22.65	View chart
Travelers Companies (TRV)	0.0	$602k	+4%	2.2k	279.17	View chart
PNC Financial Services (PNC)	0.0	$589k	+7%	2.9k	200.95	View chart
EOG Resources (EOG)	0.0	$587k	+16%	5.2k	112.11	View chart
Honeywell International (HON)	0.0	$573k		2.7k	210.47	View chart
Fidelity Covington Trust Momentum Factr (FDMO)	0.0	$567k		6.8k	83.17	View chart
Ubs Group SHS (UBS)	0.0	$566k		14k	41.00	View chart
Public Service Enterprise (PEG)	0.0	$555k		6.6k	83.46	View chart
Marathon Petroleum Corp (MPC)	0.0	$554k	+2%	2.9k	192.77	View chart
Robinhood Mkts Com Cl A (HOOD)	0.0	$550k		3.8k	143.16	View chart
Wells Fargo & Company (WFC)	0.0	$547k	-35%	6.5k	83.82	View chart
Ishares Tr Intl Div Grwth (IGRO)	0.0	$547k		6.9k	79.67	View chart
Amplify Etf Tr Amplify Cybersec (HACK)	0.0	$543k	-3%	6.3k	86.80	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$541k		1.5k	365.52	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.0	$531k	+9%	8.8k	60.08	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$531k	-2%	7.9k	67.51	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$527k		9.9k	53.40	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.0	$515k		8.2k	62.91	View chart
Pfizer (PFE)	0.0	$512k	+3%	20k	25.48	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$506k	-8%	7.4k	68.08	View chart
Blackrock (BLK)	0.0	$504k	+8%	432.00	1166.70	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$504k	-5%	2.1k	241.98	View chart
Lowe's Companies (LOW)	0.0	$501k	+20%	2.0k	251.30	View chart
Fortinet (FTNT)	0.0	$500k	-2%	5.9k	84.08	View chart
Ge Vernova (GEV)	0.0	$497k	+39%	809.00	614.68	View chart
Rbc Cad (RY)	0.0	$489k		3.3k	147.32	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.0	$488k		9.8k	49.99	View chart
Hca Holdings (HCA)	0.0	$488k	-4%	1.1k	426.17	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.0	$477k	-65%	3.7k	130.28	View chart
Ishares Tr Core High Dv Etf (HDV)	0.0	$477k	-40%	3.9k	122.46	View chart
Spdr Series Trust Portfolio Sh Tsr (SPTS)	0.0	$469k	-5%	16k	29.32	View chart
Ishares Esg Awr Msci Em (ESGE)	0.0	$469k		11k	43.42	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.0	$467k	-2%	5.6k	83.41	View chart
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)	0.0	$465k	+10%	28k	16.68	View chart
Ishares Tr Mbs Etf (MBB)	0.0	$463k	-7%	4.9k	95.15	View chart
Trimble Navigation (TRMB)	0.0	$463k	-3%	5.7k	81.65	View chart
Mettler-Toledo International (MTD)	0.0	$463k		377.00	1227.61	View chart
Biogen Idec (BIIB)	0.0	$463k		3.3k	140.08	View chart
Zoetis Cl A (ZTS)	0.0	$462k	-10%	3.2k	146.30	View chart
Ares Capital Corporation (ARCC)	0.0	$454k	-4%	22k	20.41	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.0	$453k	+6%	19k	23.47	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.0	$447k	-4%	4.3k	102.99	View chart
Dominion Resources (D)	0.0	$442k	+17%	7.2k	61.17	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.0	$437k	+2%	3.6k	120.50	View chart
Booking Holdings (BKNG)	0.0	$436k		81.00	5380.54	View chart
Union Pacific Corporation (UNP)	0.0	$436k	+11%	1.8k	236.36	View chart
Bank America Corp 7.25%CNV PFD L (BAC.PL)	0.0	$435k	-5%	340.00	1280.00	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	0.0	$435k	+13%	21k	21.22	View chart
Te Connectivity Ord Shs (TEL)	0.0	$431k		2.0k	219.52	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$425k		1.3k	320.04	View chart
Ross Stores (ROST)	0.0	$424k	+4%	2.8k	152.37	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.0	$423k		5.9k	72.26	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.0	$422k	NEW	17k	25.31	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$422k	-4%	6.4k	65.92	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.0	$421k	+2%	8.3k	50.73	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$420k		15k	27.30	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.0	$415k	+22%	4.8k	87.03	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$409k		12k	33.37	View chart
Boeing Company (BA)	0.0	$409k	+46%	1.9k	215.80	View chart
Starbucks Corporation (SBUX)	0.0	$407k	+15%	4.8k	84.61	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.0	$407k	+10%	24k	17.01	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$404k	-28%	1.9k	208.66	View chart
Global X Fds S&p 500 Covered (XYLD)	0.0	$402k	+11%	10k	39.26	View chart
Intel Corporation (INTC)	0.0	$399k		12k	33.55	View chart
Ishares Tr Ibonds Dec 26 (IBMO)	0.0	$391k		15k	25.66	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$388k		963.00	402.53	View chart
Arista Networks Com Shs (ANET)	0.0	$386k	+10%	2.6k	145.71	View chart
Amgen (AMGN)	0.0	$385k	+8%	1.4k	282.29	View chart
Ishares Tr Ibonds Dec 27 (IBMP)	0.0	$384k		15k	25.48	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.0	$382k	-2%	6.5k	58.72	View chart
Ishares Tr Ibonds Dec 25 (IBMN)	0.0	$382k		14k	26.79	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$380k		3.9k	96.54	View chart
Ea Series Trust Intl Quan Value (IVAL)	0.0	$377k	NEW	13k	30.17	View chart
Ishares Tr Ibonds Dec 28 (IBMQ)	0.0	$377k	+10%	15k	25.64	View chart
Deere & Company (DE)	0.0	$372k	+19%	815.00	456.98	View chart
Packaging Corporation of America (PKG)	0.0	$368k	+5%	1.7k	217.93	View chart
S&p Global (SPGI)	0.0	$356k	+4%	732.00	486.71	View chart
Bristol Myers Squibb (BMY)	0.0	$356k	+29%	7.9k	45.10	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	0.0	$348k		8.2k	42.23	View chart
Altria (MO)	0.0	$348k	+2%	5.3k	66.06	View chart
Consolidated Edison (ED)	0.0	$341k	+3%	3.4k	100.52	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.0	$341k	-5%	3.9k	88.14	View chart
Citigroup Com New (C)	0.0	$338k	+17%	3.3k	101.49	View chart
Becton, Dickinson and (BDX)	0.0	$337k	+11%	1.8k	187.12	View chart
Illinois Tool Works (ITW)	0.0	$331k	+5%	1.3k	260.75	View chart
Lockheed Martin Corporation (LMT)	0.0	$329k		659.00	499.44	View chart
Chubb (CB)	0.0	$329k		1.2k	282.26	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.0	$329k	-23%	6.6k	50.07	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$329k	+7%	14k	23.28	View chart
ConocoPhillips (COP)	0.0	$328k	+51%	3.5k	94.58	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	0.0	$326k		5.9k	55.33	View chart
Vaneck Etf Trust Mortgage Reit (MORT)	0.0	$323k		30k	10.77	View chart
Ishares Tr Esg Aware 80/20 (EAOA)	0.0	$318k		7.8k	40.78	View chart
Qualcomm (QCOM)	0.0	$315k	+6%	1.9k	166.40	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.0	$310k		6.8k	45.51	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.0	$308k		6.6k	46.81	View chart
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY)	0.0	$306k		15k	21.07	View chart
Spdr Series Trust Portfolio S&p400 (SPMD)	0.0	$304k	-4%	5.3k	57.19	View chart
UnitedHealth (UNH)	0.0	$302k	+23%	874.00	345.20	View chart
Dimensional Etf Trust Global Sustaina (DFSB)	0.0	$301k	+2%	5.7k	53.27	View chart
Intuit (INTU)	0.0	$299k	+7%	438.00	683.29	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB)	0.0	$296k		6.4k	46.54	View chart
Progressive Corporation (PGR)	0.0	$294k	+18%	1.2k	247.05	View chart
Ptc (PTC)	0.0	$292k		1.4k	203.02	View chart
Dimensional Etf Trust Emerging Mkts Hi (DEHP)	0.0	$292k	-11%	9.6k	30.54	View chart
American Centy Etf Tr Avantis All Eqt (AVGV)	0.0	$290k	NEW	4.1k	70.34	View chart
Marsh & McLennan Companies (MMC)	0.0	$289k	-4%	1.4k	201.58	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.0	$289k	-41%	4.2k	69.37	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$287k	+2%	2.0k	145.57	View chart
Shell Spon Ads (SHEL)	0.0	$287k	-3%	4.0k	71.54	View chart
Spdr Series Trust Nuveen Ice High (HYMB)	0.0	$285k	+34%	11k	24.93	View chart
Ishares Tr Ibonds Dec 2032 (IBDX)	0.0	$282k	NEW	11k	25.62	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.0	$281k		4.3k	65.01	View chart
General Dynamics Corporation (GD)	0.0	$281k	NEW	823.00	340.79	View chart
Ea Series Trust Sparkline Intang (ITAN)	0.0	$280k	NEW	8.1k	34.71	View chart
Gilead Sciences (GILD)	0.0	$280k	+2%	2.5k	110.98	View chart
Moody's Corporation (MCO)	0.0	$277k		581.00	476.48	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.0	$276k	NEW	15k	18.24	View chart
W.W. Grainger (GWW)	0.0	$276k		290.00	952.96	View chart
Ea Series Trust Us Quan Momentum (QMOM)	0.0	$276k	NEW	4.3k	64.44	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.0	$275k	NEW	8.0k	34.17	View chart
First Tr Exchange-traded SHS (FVD)	0.0	$273k	-6%	5.9k	46.24	View chart
Texas Pacific Land Corp (TPL)	0.0	$272k		291.00	933.00	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.0	$266k		10k	26.30	View chart
AmerisourceBergen (COR)	0.0	$264k	+14%	845.00	312.53	View chart
Texas Instruments Incorporated (TXN)	0.0	$264k	+28%	1.4k	183.74	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.0	$261k	-36%	3.1k	82.97	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.0	$260k	-22%	561.00	463.96	View chart
Cambria Etf Tr Shshld Yield Etf (SYLD)	0.0	$258k	NEW	3.8k	68.66	View chart
Coca-Cola Company (KO)	0.0	$258k	+18%	3.9k	66.32	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.0	$256k	-2%	5.1k	50.63	View chart
Norfolk Southern (NSC)	0.0	$256k	NEW	851.00	300.41	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.0	$253k	+8%	11k	23.56	View chart
Wells Fargo Perp Pfd Cnv A (WFC.PL)	0.0	$253k	-8%	205.00	1234.29	View chart
Ford Motor Company (F)	0.0	$253k	-18%	21k	11.96	View chart
Spdr Series Trust Aerospace Def (XAR)	0.0	$252k	NEW	1.1k	235.01	View chart
Dorchester Minerals Com Unit (DMLP)	0.0	$250k		9.7k	25.89	View chart
Invesco Exch Traded Fd Tr Ii Cef Inm Compsi (PCEF)	0.0	$250k		13k	19.97	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.0	$250k	NEW	2.5k	99.81	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.0	$246k	NEW	6.5k	37.86	View chart
Nucor Corporation (NUE)	0.0	$244k	+2%	1.8k	135.43	View chart
Toronto Dominion Bk Ont Com New (TD)	0.0	$244k		3.0k	79.95	View chart
Ishares Tr Esg Select Scre (XJH)	0.0	$241k	-13%	5.5k	43.85	View chart
Enterprise Products Partners (EPD)	0.0	$240k		7.7k	31.27	View chart
Valley National Ban (VLY)	0.0	$240k		23k	10.60	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$239k		8.1k	29.64	View chart
Duke Energy Corp Com New (DUK)	0.0	$239k	+8%	1.9k	123.77	View chart
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW)	0.0	$238k	NEW	3.7k	64.24	View chart
Ishares Msci Jpn Etf New (EWJ)	0.0	$237k	-6%	3.0k	80.21	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$235k	-10%	2.8k	84.11	View chart
Wisdomtree Tr Us Ai Enhanced (AIVL)	0.0	$235k		2.1k	114.28	View chart
Raymond James Financial (RJF)	0.0	$234k		1.4k	172.60	View chart
Alliancebernstein Hldg Unit Ltd Partn (AB)	0.0	$234k		6.1k	38.22	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.0	$231k	-6%	5.2k	44.10	View chart
Waste Management (WM)	0.0	$230k	-14%	1.0k	220.86	View chart
Ishares Tr Msci India Etf (INDA)	0.0	$228k	-2%	4.4k	52.06	View chart
Ishares Tr Esg Adv Ttl Usd (EUSB)	0.0	$227k	NEW	5.2k	43.92	View chart
Enbridge (ENB)	0.0	$226k		4.5k	50.47	View chart
Capital One Financial (COF)	0.0	$225k	NEW	1.1k	212.64	View chart
Ishares Tr Us Consum Discre (IYC)	0.0	$223k		2.1k	104.80	View chart
United Rentals (URI)	0.0	$221k	NEW	232.00	953.27	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.0	$221k	-8%	2.3k	95.19	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.0	$221k	NEW	2.1k	103.34	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$221k	NEW	7.9k	27.90	View chart
Tyler Technologies (TYL)	0.0	$218k		416.00	523.16	View chart
Brown Forman Corp CL B (BF.B)	0.0	$215k	-25%	7.9k	27.08	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.0	$215k	NEW	1.0k	209.20	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.0	$215k	NEW	3.8k	57.30	View chart
Ishares Tr Msci India Sm Cp (SMIN)	0.0	$214k		3.0k	71.72	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.0	$212k	NEW	2.2k	98.59	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.0	$211k	-31%	9.8k	21.57	View chart
Synopsys (SNPS)	0.0	$211k	NEW	428.00	492.81	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.0	$211k	-15%	2.1k	100.06	View chart
Canadian Natl Ry (CNI)	0.0	$209k		2.2k	94.30	View chart
Adobe Systems Incorporated (ADBE)	0.0	$207k	+4%	587.00	352.75	View chart
Spdr Series Trust S&p Divid Etf (SDY)	0.0	$204k	NEW	1.5k	140.09	View chart
Spdr Series Trust Bloomberg Invt (FLRN)	0.0	$204k	-12%	6.6k	30.86	View chart
CVS Caremark Corporation (CVS)	0.0	$202k	NEW	2.7k	75.39	View chart
BlackRock MuniHoldings New Jersey Ins Fn (MUJ)	0.0	$201k		17k	11.59	View chart
Automatic Data Processing (ADP)	0.0	$201k	NEW	683.00	293.51	View chart
Key (KEY)	0.0	$197k	-4%	11k	18.69	View chart
Overstock (BBBY)	0.0	$194k	NEW	20k	9.79	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.0	$190k	-6%	16k	11.60	View chart
Terawulf (WULF)	0.0	$184k	+44%	16k	11.42	View chart
Eaton Vance Tax-Managed Global Dive Eq (EXG)	0.0	$157k		17k	9.10	View chart
Eaton Vance Muni Income Trus Sh Ben Int (EVN)	0.0	$155k	+37%	14k	11.07	View chart
Liberty All Star Equity Sh Ben Int (USA)	0.0	$106k		17k	6.34	View chart
Opko Health (OPK)	0.0	$32k		20k	1.55	View chart

Past Filings by Sax Wealth Advisors

SEC 13F filings are viewable for Sax Wealth Advisors going back to 2020

Sax Wealth Advisors 2025 Q3 filed Oct. 20, 2025
Sax Wealth Advisors 2025 Q2 filed July 23, 2025
Sax Wealth Advisors 2024 Q4 filed Jan. 15, 2025
Sax Wealth Advisors 2024 Q3 filed Oct. 17, 2024
Sax Wealth Advisors 2024 Q2 filed July 12, 2024
Sax Wealth Advisors 2024 Q1 filed May 14, 2024
Sax Wealth Advisors 2023 Q4 filed Feb. 14, 2024
Sax Wealth Advisors 2023 Q3 filed Nov. 7, 2023
Sax Wealth Advisors 2023 Q2 filed Aug. 11, 2023
Sax Wealth Advisors 2023 Q1 filed May 5, 2023
Sax Wealth Advisors 2022 Q4 filed Feb. 6, 2023
Sax Wealth Advisors 2022 Q3 filed Nov. 8, 2022
Sax Wealth Advisors 2022 Q1 restated filed Aug. 11, 2022
Sax Wealth Advisors 2022 Q2 filed Aug. 11, 2022
Sax Wealth Advisors 2022 Q1 filed April 20, 2022
Sax Wealth Advisors 2021 Q4 filed Feb. 7, 2022

View all past filings

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