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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, QUAL, DFAC, QQQM, DFAT, and represent 40.04% of Sax Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: FBND (+$14M), XMHQ (+$9.5M), DFUS (+$6.8M), MCD (+$5.6M), LQD, QQQM, QUAL, SPY, NDAQ, DFIV.
Started 42 new stock positions in F, TJX, SLYV, PAAS, ROST, LQD, NEE, ETJ, MGK, IWS.
Reduced shares in these 10 stocks: AVUS (-$14M), AAPL (-$12M), IJH (-$9.1M), AVDE (-$7.8M), AVUV (-$7.5M), QQQ (-$5.1M), AMZN, BRK.B, AMAT, AVEM.
Sold out of its positions in ABT, AMD, AMZN, AVGE, AVLV, AVEM, AVDE, AVUV, AVUS, AXP.
Sax Wealth Advisors was a net buyer of stock by $19M.
Sax Wealth Advisors has $1.1B in assets under management (AUM), dropping by 6.83%.
Central Index Key (CIK): 0001846150

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Portfolio Holdings for Sax Wealth Advisors

Sax Wealth Advisors holds 287 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Equity Market (DFUS)	17.8	$200M	+3%	3.2M	62.20	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	6.3	$71M	+4%	395k	179.30	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	6.1	$68M		2.0M	34.29	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	5.4	$60M	+5%	301k	200.85	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	4.4	$50M		895k	55.63	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	3.5	$40M	-18%	635k	62.32	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	3.1	$35M		837k	41.69	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	3.1	$35M	+4%	535k	64.86	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	3.1	$34M	+2%	795k	43.19	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	3.0	$34M	+73%	719k	46.74	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	2.9	$33M	+4%	959k	34.07	View chart
Dimensional Etf Trust Short Duration F (DFSD)	2.3	$26M	+4%	548k	47.74	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	2.1	$24M	+7%	741k	31.78	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	1.9	$21M	+7%	751k	27.70	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.7	$19M	+3%	150k	125.62	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	1.4	$16M		403k	39.69	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.3	$15M	+21%	26k	573.77	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	1.2	$14M	+14%	363k	38.08	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.1	$13M	-5%	109k	116.96	View chart
Microsoft Corporation (MSFT)	1.0	$12M	+10%	27k	430.31	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.9	$10M	+1435%	99k	102.58	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.9	$10M	+12%	17k	576.81	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.8	$8.7M		81k	107.66	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.7	$7.7M	+2%	285k	27.01	View chart
McDonald's Corporation (MCD)	0.6	$6.8M	+467%	22k	304.51	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.6	$6.7M	+6%	219k	30.81	View chart
Vanguard Index Fds Value Etf (VTV)	0.6	$6.4M		37k	174.57	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$6.2M	+8%	22k	283.15	View chart
NVIDIA Corporation (NVDA)	0.5	$5.5M	+15%	45k	121.44	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.5	$5.4M	+20%	111k	48.54	View chart
Ishares Tr High Yld Systm B (HYDB)	0.5	$5.2M	+38%	108k	48.06	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.5	$5.2M	+12%	212k	24.30	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.4	$5.0M	NEW	44k	112.98	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$4.9M		9.3k	527.68	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.4	$4.8M	-3%	24k	202.76	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.4	$4.5M	+4%	23k	197.17	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.4	$4.5M	+4%	88k	51.04	View chart
Ishares Tr Ibonds Dec25 Etf (IBDQ)	0.4	$4.3M		171k	25.10	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$4.1M	+3%	11k	375.40	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.3	$3.8M	+19%	154k	24.37	View chart
Vaneck Etf Trust Preferred Securt (PFXF)	0.3	$3.5M	+3%	190k	18.26	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.3	$3.2M		117k	27.41	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.3	$3.2M	-2%	9.8k	326.72	View chart
Select Sector Spdr Tr Technology (XLK)	0.3	$3.2M	+8%	14k	225.76	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$3.1M	+12%	19k	167.19	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.3	$3.1M		74k	41.49	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.3	$3.0M	-8%	33k	91.31	View chart
Ishares Tr Esg Msci Leadr (SUSL)	0.3	$2.9M		29k	101.52	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.3	$2.9M		113k	25.64	View chart
Ishares Tr Ibonds Dec24 Etf (IBDP)	0.3	$2.8M	-2%	113k	25.21	View chart
JPMorgan Chase & Co. (JPM)	0.3	$2.8M	+21%	14k	210.87	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$2.8M		14k	198.06	View chart
Johnson & Johnson (JNJ)	0.2	$2.6M	-4%	16k	162.06	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$2.5M		43k	57.53	View chart
Meta Platforms Cl A (META)	0.2	$2.4M	+18%	4.2k	572.50	View chart
Exxon Mobil Corporation (XOM)	0.2	$2.3M	+25%	19k	117.22	View chart
Nasdaq Omx (NDAQ)	0.2	$2.3M	NEW	31k	73.01	View chart
Ishares Tr Select Divid Etf (DVY)	0.2	$2.1M		16k	135.07	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$2.1M	+5%	22k	97.42	View chart
Ishares Em Mkt Sm-cp Etf (EEMS)	0.2	$2.1M	+28%	32k	63.79	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$2.0M		5.3k	383.96	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$2.0M		26k	78.05	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$1.9M	+14%	8.1k	237.22	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$1.9M	+6%	17k	108.63	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$1.7M	+16%	10k	165.84	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$1.6M		19k	84.17	View chart
Coupang Cl A (CPNG)	0.1	$1.6M		65k	24.55	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.1	$1.6M	+16%	62k	25.53	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$1.6M		5.9k	263.81	View chart
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)	0.1	$1.5M	+8%	34k	45.65	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$1.5M	+7%	17k	87.80	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$1.5M		7.7k	189.81	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$1.5M	+11%	44k	33.23	View chart
Netflix (NFLX)	0.1	$1.3M	+12%	1.9k	709.27	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$1.3M	+3%	25k	52.81	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$1.3M	-4%	11k	117.29	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.1	$1.2M	+13%	43k	29.06	View chart
Verizon Communications (VZ)	0.1	$1.2M	+116%	27k	44.91	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	0.1	$1.2M		11k	105.63	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$1.2M	+22%	9.9k	119.71	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$1.2M	+18%	24k	47.85	View chart
Costco Wholesale Corporation (COST)	0.1	$1.2M	+11%	1.3k	886.40	View chart
Abbvie (ABBV)	0.1	$1.1M	+5%	5.8k	197.49	View chart
Ishares Tr Exponential Tech (XT)	0.1	$1.1M		19k	60.88	View chart
Spdr Ser Tr S&p 500 Esg Etf (EFIV)	0.1	$1.1M	+24%	20k	55.76	View chart
Vanguard World Utilities Etf (VPU)	0.1	$1.1M		6.0k	174.05	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$1.0M		15k	67.70	View chart
International Business Machines (IBM)	0.1	$1.0M	+11%	4.7k	221.06	View chart
Vaneck Etf Trust Bdc Income Etf (BIZD)	0.1	$1.0M	+7%	61k	16.56	View chart
Ge Aerospace Com New (GE)	0.1	$986k	+20%	5.2k	188.56	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$985k	+3%	22k	45.32	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$979k	+22%	12k	83.63	View chart
Confluent Class A Com (CFLT)	0.1	$974k	-8%	48k	20.38	View chart
Caterpillar (CAT)	0.1	$969k	-2%	2.5k	391.16	View chart
Ishares Tr Msci Usa Esg Slc (SUSA)	0.1	$969k	+8%	8.0k	120.37	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$957k		19k	51.12	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$951k		6.2k	153.14	View chart
Datadog Cl A Com (DDOG)	0.1	$941k	-4%	8.2k	115.06	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$935k	+56%	3.5k	263.31	View chart
Pepsi (PEP)	0.1	$910k	+14%	5.4k	170.04	View chart
Broadcom (AVGO)	0.1	$909k	+1207%	5.3k	172.52	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.1	$882k	+237%	27k	32.27	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$881k		11k	80.37	View chart
Procter & Gamble Company (PG)	0.1	$861k	+5%	5.0k	173.19	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$859k		5.1k	166.82	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.1	$858k	+12%	28k	30.28	View chart
Walt Disney Company (DIS)	0.1	$838k	+4%	8.7k	96.19	View chart
Chevron Corporation (CVX)	0.1	$810k	-39%	5.5k	147.28	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$806k	+26%	7.5k	107.65	View chart
Marvell Technology (MRVL)	0.1	$803k	+75%	11k	72.12	View chart
Home Depot (HD)	0.1	$794k	+13%	2.0k	405.10	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$778k		8.0k	96.95	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$771k	-2%	11k	72.63	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$757k		6.4k	117.61	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$756k		1.8k	423.14	View chart
Wal-Mart Stores (WMT)	0.1	$754k	+17%	9.3k	80.75	View chart
At&t (T)	0.1	$751k	-5%	34k	22.00	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	0.1	$730k	+11%	12k	63.34	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$726k		17k	41.82	View chart
Merck & Co (MRK)	0.1	$725k	+12%	6.4k	113.56	View chart
Philip Morris International (PM)	0.1	$725k	+3%	6.0k	121.39	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$723k	+73%	4.0k	179.14	View chart
CRH Ord (CRH)	0.1	$721k	+135%	7.8k	92.74	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$716k	+6%	7.2k	99.49	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$704k	NEW	7.0k	100.72	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$700k	+48%	2.0k	345.32	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.1	$681k	-5%	25k	26.83	View chart
Eaton Corp SHS (ETN)	0.1	$678k	+19%	2.0k	331.44	View chart
Tesla Motors (TSLA)	0.1	$672k	+31%	2.6k	261.59	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$670k		18k	36.41	View chart
Johnson Ctls Intl SHS (JCI)	0.1	$654k	+30%	8.4k	77.61	View chart
Parker-Hannifin Corporation (PH)	0.1	$651k	NEW	1.0k	631.57	View chart
United Parcel Service CL B (UPS)	0.1	$648k	+35%	4.8k	136.33	View chart
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE)	0.1	$640k	+28%	7.1k	90.20	View chart
Ea Series Trust Ea Bridgeway Omn (BSVO)	0.1	$629k		29k	22.09	View chart
Fidelity Covington Trust Momentum Factr (FDMO)	0.1	$601k	-9%	9.1k	66.14	View chart
Oracle Corporation (ORCL)	0.1	$584k	+29%	3.4k	170.42	View chart
Coherent Corp (COHR)	0.1	$583k	+38%	6.6k	88.91	View chart
WESCO International (WCC)	0.1	$579k	+125%	3.4k	167.98	View chart
Visa Com Cl A (V)	0.1	$570k	+71%	2.1k	274.97	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.1	$565k	+2%	13k	42.84	View chart
Flex Ord (FLEX)	0.0	$555k	+17%	17k	33.43	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$554k		5.8k	95.75	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.0	$545k	+4%	19k	28.14	View chart
Eaton Vance Risk Managed Diversified (ETJ)	0.0	$543k	NEW	59k	9.21	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$542k	+50%	2.5k	220.85	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$536k		3.5k	151.62	View chart
Mastercard Incorporated Cl A (MA)	0.0	$532k	+3%	1.1k	493.67	View chart
Linde SHS (LIN)	0.0	$524k		1.1k	476.96	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$523k		4.1k	128.19	View chart
salesforce (CRM)	0.0	$520k	+102%	1.9k	273.71	View chart
Servicenow (NOW)	0.0	$518k	-6%	579.00	894.39	View chart
Public Service Enterprise (PEG)	0.0	$517k	-30%	5.8k	89.21	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.0	$510k	+50%	8.6k	59.51	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.0	$509k		6.9k	73.42	View chart
Aramark Hldgs (ARMK)	0.0	$504k		13k	38.73	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.0	$497k	+13%	6.0k	83.15	View chart
Goldman Sachs (GS)	0.0	$496k	+18%	1.0k	494.97	View chart
Danaher Corporation (DHR)	0.0	$494k		1.8k	278.01	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.0	$489k	+60%	25k	19.72	View chart
Fiserv (FI)	0.0	$486k	+16%	2.7k	179.68	View chart
Hca Holdings (HCA)	0.0	$482k	+14%	1.2k	406.29	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.0	$475k	+62%	24k	19.56	View chart
Ishares Tr Esg Adv Ttl Usd (EUSB)	0.0	$474k		11k	44.30	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.0	$471k	+28%	8.3k	56.57	View chart
Lam Research Corporation (LRCX)	0.0	$469k	+8%	574.00	816.22	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$465k	+19%	4.6k	101.27	View chart
Thermo Fisher Scientific (TMO)	0.0	$453k	-15%	733.00	618.57	View chart
Palo Alto Networks (PANW)	0.0	$453k	+6%	1.3k	341.80	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.0	$445k	+55%	22k	20.56	View chart
Colgate-Palmolive Company (CL)	0.0	$444k	+73%	4.3k	103.82	View chart
Dimensional Etf Trust Global Sustaina (DFSB)	0.0	$444k		8.4k	53.17	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.0	$437k	+27%	7.1k	61.51	View chart
Charles Schwab Corporation (SCHW)	0.0	$437k		6.7k	64.81	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	0.0	$432k	NEW	7.8k	55.10	View chart
Bristol Myers Squibb (BMY)	0.0	$419k	+6%	8.1k	51.74	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.0	$410k	+55%	11k	37.70	View chart
Dimensional Etf Trust Emerging Mkts Hi (DEHP)	0.0	$409k		15k	26.87	View chart
IDEXX Laboratories (IDXX)	0.0	$409k	-20%	809.00	505.22	View chart
Dex (DXCM)	0.0	$406k	-28%	6.1k	67.04	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$404k	-4%	8.8k	45.86	View chart
Marathon Petroleum Corp (MPC)	0.0	$401k		2.5k	162.91	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$399k	-6%	4.8k	83.75	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.0	$398k	+38%	24k	16.95	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$398k	+58%	6.3k	62.69	View chart
Ubs Group SHS (UBS)	0.0	$397k	+9%	13k	30.91	View chart
Hilton Worldwide Holdings (HLT)	0.0	$397k	+34%	1.7k	230.50	View chart
UnitedHealth (UNH)	0.0	$396k	+49%	677.00	585.09	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.0	$396k	+38%	21k	18.81	View chart
Cisco Systems (CSCO)	0.0	$391k	-5%	7.3k	53.22	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.0	$389k	+77%	7.7k	50.22	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.0	$389k		3.7k	106.19	View chart
Bunge Global Sa Com Shs (BG)	0.0	$387k	-7%	4.0k	96.64	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$386k	-2%	2.2k	173.67	View chart
Travel Leisure Ord (TNL)	0.0	$386k	+20%	8.4k	46.08	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.0	$383k	+31%	3.5k	108.79	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$376k	+6%	5.0k	75.12	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.0	$370k		3.3k	112.93	View chart
Vaneck Etf Trust Mortgage Reit (MORT)	0.0	$362k		30k	12.07	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.0	$362k	+21%	635.00	569.66	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.0	$358k	+43%	3.7k	96.52	View chart
Pan American Silver Corp Can (PAAS)	0.0	$356k	NEW	17k	20.87	View chart
Mettler-Toledo International (MTD)	0.0	$354k	-21%	236.00	1499.70	View chart
Insulet Corporation (PODD)	0.0	$352k	-21%	1.5k	232.75	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.0	$349k		5.4k	65.00	View chart
Pimco Etf Tr Enhancd Short (EMNT)	0.0	$346k	+21%	3.5k	98.97	View chart
Packaging Corporation of America (PKG)	0.0	$342k		1.6k	215.40	View chart
Metropcs Communications (TMUS)	0.0	$342k	-67%	1.7k	206.39	View chart
Zoetis Cl A (ZTS)	0.0	$337k	-12%	1.7k	195.34	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.0	$336k	+45%	13k	26.14	View chart
Dow (DOW)	0.0	$335k	NEW	6.1k	54.63	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$330k		3.7k	88.14	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$329k	-17%	1.6k	200.78	View chart
Hubspot (HUBS)	0.0	$328k	+41%	616.00	531.60	View chart
Teva Pharmaceutical Inds Sponsored Ads (TEVA)	0.0	$320k		18k	18.02	View chart
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY)	0.0	$318k		15k	21.93	View chart
Eli Lilly & Co. (LLY)	0.0	$315k		355.00	885.94	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$313k	NEW	973.00	322.00	View chart
Intel Corporation (INTC)	0.0	$311k	+7%	13k	23.46	View chart
Honeywell International (HON)	0.0	$303k	-4%	1.5k	206.75	View chart
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)	0.0	$296k	+3%	18k	16.67	View chart
Ford Motor Company (F)	0.0	$295k	NEW	28k	10.56	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$288k	+5%	1.2k	243.06	View chart
Agilent Technologies Inc C ommon (A)	0.0	$288k	+21%	1.9k	148.45	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$286k	-7%	1.1k	267.33	View chart
Freeport-mcmoran CL B (FCX)	0.0	$283k	+32%	5.7k	49.92	View chart
Appfolio Com Cl A (APPF)	0.0	$282k	+15%	1.2k	235.40	View chart
Ishares Tr Esg Aware Aggrsv (EAOA)	0.0	$280k		7.6k	36.64	View chart
Uber Technologies (UBER)	0.0	$277k	NEW	3.7k	75.16	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.0	$276k	NEW	5.1k	53.72	View chart
Shell Spon Ads (SHEL)	0.0	$275k	+2%	4.2k	65.95	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.0	$275k		5.0k	54.68	View chart
Pfizer (PFE)	0.0	$271k	-12%	9.4k	28.94	View chart
Waste Management (WM)	0.0	$267k	+15%	1.3k	207.55	View chart
Trimble Navigation (TRMB)	0.0	$265k	+16%	4.3k	62.09	View chart
Ishares Tr Expanded Tech (IGV)	0.0	$263k	NEW	2.9k	89.37	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.0	$262k	NEW	6.8k	38.53	View chart
Adobe Systems Incorporated (ADBE)	0.0	$262k	+27%	505.00	517.78	View chart
Nucor Corporation (NUE)	0.0	$261k		1.7k	150.34	View chart
Ishares Tr Aggres Alloc Etf (AOA)	0.0	$261k	-7%	3.3k	78.91	View chart
ConocoPhillips (COP)	0.0	$258k	+13%	2.4k	105.26	View chart
Ishares Tr Msci India Sm Cp (SMIN)	0.0	$257k	NEW	3.0k	86.00	View chart
Ishares Tr Msci India Etf (INDA)	0.0	$256k	NEW	4.4k	58.53	View chart
Alliancebernstein Hldg Unit Ltd Partn (AB)	0.0	$254k		7.3k	34.89	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.0	$253k	+16%	21k	12.35	View chart
Deere & Company (DE)	0.0	$253k	NEW	605.00	417.62	View chart
Morgan Stanley Com New (MS)	0.0	$252k	+2%	2.4k	104.24	View chart
Nextera Energy (NEE)	0.0	$251k	NEW	3.0k	84.54	View chart
Te Connectivity Ord Shs	0.0	$250k	NEW	1.7k	150.99	View chart
Schlumberger Com Stk (SLB)	0.0	$247k	-17%	5.9k	41.95	View chart
Invesco Exch Traded Fd Tr Ii Cef Inm Compsi (PCEF)	0.0	$246k		13k	19.71	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$245k	NEW	2.3k	106.76	View chart
Intercontinental Exchange (ICE)	0.0	$245k	NEW	1.5k	160.64	View chart
Ishares Tr S&p 100 Etf (OEF)	0.0	$244k	NEW	881.00	276.80	View chart
TJX Companies (TJX)	0.0	$238k	NEW	2.0k	117.54	View chart
Ross Stores (ROST)	0.0	$237k	NEW	1.6k	150.55	View chart
Texas Pacific Land Corp (TPL)	0.0	$237k	NEW	268.00	885.79	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$230k	NEW	2.9k	80.30	View chart
Wisdomtree Tr Us Ai Enhanced (AIVL)	0.0	$229k		2.1k	111.30	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$228k		2.9k	79.42	View chart
Etf Ser Solutions Us Glb Jets (JETS)	0.0	$225k	-8%	11k	20.72	View chart
Regeneron Pharmaceuticals (REGN)	0.0	$223k	NEW	212.00	1051.24	View chart
Global X Fds Glb X Mlp Enrg I (MLPX)	0.0	$222k	NEW	4.1k	54.43	View chart
Union Pacific Corporation (UNP)	0.0	$222k	NEW	898.00	246.61	View chart
Ishares Tr Esg Scrd S&p Mid (XJH)	0.0	$221k	NEW	5.2k	42.29	View chart
Valley National Ban (VLY)	0.0	$219k	-7%	24k	9.06	View chart
Shopify Cl A (SHOP)	0.0	$219k	NEW	2.7k	80.14	View chart
Paypal Holdings (PYPL)	0.0	$217k	NEW	2.8k	78.03	View chart
Marsh & McLennan Companies (MMC)	0.0	$211k	NEW	944.00	223.05	View chart
BlackRock MuniHoldings New Jersey Ins Fn (MUJ)	0.0	$210k		17k	12.13	View chart
Qualcomm (QCOM)	0.0	$210k	-20%	1.2k	170.05	View chart
Eaton Vance Tax-Managed Global Dive Eq (EXG)	0.0	$209k	+115%	24k	8.72	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$209k	-10%	2.5k	84.53	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$209k	NEW	1.6k	132.24	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.0	$207k	NEW	4.4k	47.13	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$207k	NEW	1.6k	126.18	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.0	$204k	NEW	4.6k	44.01	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$203k	NEW	3.0k	67.85	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.0	$202k	NEW	2.3k	86.81	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.0	$184k	NEW	13k	14.69	View chart
Abrdn Total Dynamic Dividend Com Sh Ben Int (AOD)	0.0	$159k		17k	9.10	View chart
Nuveen Cr Strategies Income Com Shs (JQC)	0.0	$157k	NEW	27k	5.79	View chart
Liberty All Star Equity Sh Ben Int (USA)	0.0	$119k		17k	7.10	View chart
Voya Global Eq Div & Pr Opp (IGD)	0.0	$118k	NEW	21k	5.64	View chart
Eaton Vance Muni Income Trus Sh Ben Int (EVN)	0.0	$112k		10k	10.97	View chart
New York Mortgage Tr (NYMT)	0.0	$101k	-32%	16k	6.33	View chart
Opko Health (OPK)	0.0	$30k		20k	1.49	View chart

Past Filings by Sax Wealth Advisors

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

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
Sax Wealth Advisors 2021 Q3 filed Dec. 10, 2021
Sax Wealth Advisors 2021 Q2 filed Aug. 12, 2021
Sax Wealth Advisors 2021 Q1 filed May 14, 2021

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