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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, QQQM, DFAC, FBND, and represent 38.67% of Sax Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: FBND (+$30M), AAPL (+$22M), AVUS (+$14M), QUAL (+$13M), QQQM (+$9.3M), AVUV (+$8.4M), QQQ (+$6.3M), AMZN (+$5.9M), JIRE (+$5.8M), AVDE (+$5.7M).
Started 54 new stock positions in FBCG, AVUS, IGSB, AVGE, AMD, BK, FELC, PHYL, SUSC, AXP.
Reduced shares in these 10 stocks: DUHP (-$7.5M), DIHP (-$6.6M), DFSD (-$5.6M), Ishares Tr ibnd dec24 etf, DFAU, DFCF, VTV, DFAT, IJR, IJH.
Sold out of its positions in ADBE, ETJ, Ishares Tr ibnd dec24 etf, Lam Research Corporation, NYMT, REGN, SLB, TJX, UNP, IGD. WM, DEM, ZTS.
Sax Wealth Advisors was a net buyer of stock by $160M.
Sax Wealth Advisors has $1.3B in assets under management (AUM), dropping by 13.95%.
Central Index Key (CIK): 0001846150

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Portfolio Holdings for Sax Wealth Advisors

Sax Wealth Advisors holds 328 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Equity Market (DFUS)	16.3	$209M		3.3M	63.75	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	6.5	$83M	+17%	466k	178.08	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	5.7	$73M	+14%	345k	210.45	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	5.3	$68M		2.0M	34.59	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	4.9	$63M	+94%	1.4M	44.87	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	3.8	$49M		878k	55.66	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	3.0	$39M	-2%	621k	62.31	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	2.8	$35M	+2%	861k	40.92	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	2.7	$35M		540k	65.08	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	2.5	$32M	-3%	768k	41.27	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	2.0	$25M	-23%	738k	33.79	View chart
Apple (AAPL)	1.7	$22M	NEW	88k	250.42	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	1.7	$22M		751k	29.20	View chart
Dimensional Etf Trust Short Duration F (DFSD)	1.6	$20M	-21%	429k	46.88	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.5	$19M		148k	128.62	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.2	$16M		27k	586.08	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	1.2	$16M	+21%	440k	35.48	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	1.1	$15M	-9%	363k	40.49	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	1.1	$14M	NEW	146k	96.93	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	1.0	$12M	-35%	488k	25.23	View chart
Microsoft Corporation (MSFT)	0.9	$12M	+7%	29k	421.49	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.9	$12M	-7%	101k	115.22	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.8	$10M		17k	588.67	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.8	$9.7M		99k	98.47	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.7	$8.7M		80k	108.61	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.7	$8.4M	NEW	87k	96.53	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$7.9M	+24%	27k	289.81	View chart
McDonald's Corporation (MCD)	0.5	$6.9M	+6%	24k	289.89	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.5	$6.8M	-3%	274k	24.86	View chart
NVIDIA Corporation (NVDA)	0.5	$6.4M	+6%	48k	134.29	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$6.3M	NEW	12k	511.22	View chart
Ishares Tr High Yld Systm B (HYDB)	0.5	$6.3M	+23%	133k	47.01	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.5	$6.2M	-5%	207k	30.03	View chart
Amazon (AMZN)	0.5	$5.9M	NEW	27k	219.39	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.5	$5.9M	+15%	245k	24.07	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.5	$5.8M	NEW	99k	58.51	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.4	$5.7M	NEW	93k	61.37	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.4	$5.4M	+25%	29k	190.88	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$5.4M	+8%	10k	538.82	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$5.3M	-15%	31k	169.30	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.4	$5.0M	+5%	47k	106.84	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.4	$4.9M	-8%	102k	47.77	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.4	$4.9M	+31%	203k	23.96	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$4.6M	+4%	12k	401.57	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.4	$4.6M	-6%	22k	206.92	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$4.5M	NEW	10k	453.28	View chart
Ishares Tr Ibonds Dec25 Etf (IBDQ)	0.4	$4.5M	+5%	181k	25.05	View chart
JPMorgan Chase & Co. (JPM)	0.3	$3.9M	+20%	16k	239.71	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.3	$3.9M	-12%	77k	50.88	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$3.7M	+5%	20k	190.44	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.3	$3.5M	+16%	136k	25.37	View chart
Vaneck Etf Trust Preferred Securt (PFXF)	0.3	$3.3M		191k	17.25	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.3	$3.3M	NEW	89k	37.12	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.2	$3.2M	-2%	9.6k	334.26	View chart
Select Sector Spdr Tr Technology (XLK)	0.2	$3.2M	-2%	14k	232.51	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.2	$2.9M	+157%	110k	26.57	View chart
Ishares Tr Esg Msci Leadr (SUSL)	0.2	$2.9M		28k	103.04	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$2.9M	+4%	15k	195.83	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$2.9M	-3%	32k	88.79	View chart
Meta Platforms Cl A (META)	0.2	$2.8M	+12%	4.7k	585.45	View chart
Ishares Tr Core Total Usd (IUSB)	0.2	$2.7M	NEW	61k	45.20	View chart
Johnson & Johnson (JNJ)	0.2	$2.7M	+17%	19k	144.62	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.2	$2.7M	+72%	108k	24.90	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$2.6M	+15%	49k	52.47	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.2	$2.4M	-8%	104k	23.27	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.2	$2.4M	+197%	81k	29.05	View chart
Nasdaq Omx (NDAQ)	0.2	$2.3M	-3%	30k	77.31	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.2	$2.3M	-15%	62k	37.12	View chart
Exxon Mobil Corporation (XOM)	0.2	$2.3M	+8%	21k	107.57	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$2.3M	+3%	5.5k	410.44	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$2.2M	+90%	47k	47.82	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.2	$2.1M	NEW	45k	46.26	View chart
Ishares Tr Select Divid Etf (DVY)	0.2	$2.1M		16k	131.29	View chart
Colgate-Palmolive Company (CL)	0.2	$2.1M	+431%	23k	90.91	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$2.1M	+7%	11k	189.30	View chart
Netflix (NFLX)	0.2	$2.0M	+20%	2.3k	891.32	View chart
Fidelity Covington Trust Vlu Factor Etf (FVAL)	0.2	$2.0M	NEW	33k	61.52	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$2.0M	+3%	8.3k	240.28	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$2.0M	+7%	19k	106.55	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$1.9M		22k	89.08	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.1	$1.9M	+140%	68k	27.53	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$1.8M	-2%	25k	70.28	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$1.6M		6.0k	264.13	View chart
Ishares Em Mkt Sm-cp Etf (EEMS)	0.1	$1.6M	-17%	27k	58.14	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$1.5M	+208%	26k	57.53	View chart
Applied Materials (AMAT)	0.1	$1.5M	NEW	9.3k	162.62	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$1.5M	+7%	48k	31.44	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$1.5M	+39%	34k	44.04	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$1.5M	+2%	7.9k	185.13	View chart
Fidelity Covington Trust Fundamental Smal (FFSM)	0.1	$1.4M	NEW	54k	26.88	View chart
Fidelity Covington Trust Enhanced Large (FELC)	0.1	$1.4M	NEW	44k	32.93	View chart
Coupang Cl A (CPNG)	0.1	$1.4M	-2%	64k	21.98	View chart
Analog Devices (ADI)	0.1	$1.4M	NEW	6.6k	212.46	View chart
Ishares Tr Ibonds Dec 2029 (IBMR)	0.1	$1.4M	NEW	60k	22.91	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$1.4M	-5%	16k	85.66	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$1.4M		11k	126.75	View chart
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)	0.1	$1.3M	-7%	31k	43.24	View chart
Confluent Class A Com (CFLT)	0.1	$1.3M		47k	27.96	View chart
Broadcom (AVGO)	0.1	$1.3M	+6%	5.6k	231.84	View chart
Marvell Technology (MRVL)	0.1	$1.3M	+4%	12k	110.45	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	0.1	$1.2M	+195%	23k	52.83	View chart
Costco Wholesale Corporation (COST)	0.1	$1.2M		1.3k	916.18	View chart
Tesla Motors (TSLA)	0.1	$1.2M	+15%	3.0k	403.79	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	0.1	$1.2M		11k	105.50	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$1.2M	+2%	10k	117.49	View chart
Abbvie (ABBV)	0.1	$1.2M	+14%	6.6k	177.69	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.1	$1.2M	NEW	45k	26.21	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$1.1M	+28%	15k	75.61	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$1.1M	+60%	6.5k	175.22	View chart
salesforce (CRM)	0.1	$1.1M	+77%	3.4k	334.33	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$1.1M	-22%	15k	76.14	View chart
Dex (DXCM)	0.1	$1.1M	+135%	14k	77.77	View chart
Take-Two Interactive Software (TTWO)	0.1	$1.1M	NEW	6.0k	184.08	View chart
Spdr Ser Tr S&p 500 Esg Etf (EFIV)	0.1	$1.1M		20k	56.48	View chart
Ishares Tr Exponential Tech (XT)	0.1	$1.1M		19k	59.66	View chart
Verizon Communications (VZ)	0.1	$1.1M	-2%	27k	39.99	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$1.0M	NEW	18k	58.79	View chart
Vaneck Etf Trust Bdc Income Etf (BIZD)	0.1	$1.0M	+3%	63k	16.63	View chart
Datadog Cl A Com (DDOG)	0.1	$1.0M	-10%	7.3k	142.89	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$1.0M	-2%	6.0k	172.41	View chart
Ge Aerospace Com New (GE)	0.1	$1.0M	+18%	6.2k	166.79	View chart
Ishares Tr Msci Usa Esg Slc (SUSA)	0.1	$1.0M	+4%	8.4k	121.59	View chart
International Business Machines (IBM)	0.1	$1.0M	-2%	4.6k	219.85	View chart
Vanguard World Utilities Etf (VPU)	0.1	$995k		6.1k	163.43	View chart
Mastercard Incorporated Cl A (MA)	0.1	$982k	+73%	1.9k	526.67	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$947k		19k	50.13	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$943k		16k	60.75	View chart
Parker-Hannifin Corporation (PH)	0.1	$943k	+43%	1.5k	635.95	View chart
Pgim Etf Tr Actv Hy Bd Etf (PHYL)	0.1	$895k	NEW	26k	34.74	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$890k	-15%	18k	48.33	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$873k	-8%	3.2k	269.73	View chart
Home Depot (HD)	0.1	$871k	+14%	2.2k	388.99	View chart
Walt Disney Company (DIS)	0.1	$868k	-10%	7.8k	111.35	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$858k	+200%	33k	26.07	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.1	$855k	+70%	33k	25.84	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.1	$847k	+108%	23k	37.42	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$845k		5.1k	164.17	View chart
Procter & Gamble Company (PG)	0.1	$836k		5.0k	167.65	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.1	$834k	NEW	12k	68.94	View chart
Wal-Mart Stores (WMT)	0.1	$825k	-2%	9.1k	90.35	View chart
At&t (T)	0.1	$804k	+3%	35k	22.77	View chart
Caterpillar (CAT)	0.1	$800k	-10%	2.2k	362.83	View chart
Insulet Corporation (PODD)	0.1	$795k	+101%	3.0k	261.07	View chart
United Parcel Service CL B (UPS)	0.1	$786k	+31%	6.2k	126.11	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	0.1	$778k	+5%	12k	64.16	View chart
Eaton Corp SHS (ETN)	0.1	$761k	+12%	2.3k	331.87	View chart
Chevron Corporation (CVX)	0.1	$759k	-4%	5.2k	144.83	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$753k	-7%	6.6k	113.61	View chart
Johnson Ctls Intl SHS (JCI)	0.1	$749k	+12%	9.5k	78.93	View chart
Danaher Corporation (DHR)	0.1	$748k	+83%	3.3k	229.54	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$746k		8.0k	92.72	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$742k		2.0k	366.13	View chart
Merck & Co (MRK)	0.1	$737k	+16%	7.4k	99.48	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$736k		18k	42.05	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$734k		7.6k	96.83	View chart
CRH Ord (CRH)	0.1	$723k		7.8k	92.52	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$722k		6.4k	112.26	View chart
Visa Com Cl A (V)	0.1	$716k	+9%	2.3k	316.09	View chart
Philip Morris International (PM)	0.1	$705k		5.9k	120.34	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$702k		11k	66.14	View chart
Pepsi (PEP)	0.1	$701k	-13%	4.6k	152.05	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.1	$678k	NEW	9.4k	72.37	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$671k	-11%	1.6k	425.47	View chart
Oracle Corporation (ORCL)	0.1	$665k	+16%	4.0k	166.66	View chart
Dimensional Etf Trust Global Sustaina (DFSB)	0.1	$642k	+50%	13k	50.94	View chart
Abbott Laboratories (ABT)	0.1	$640k	NEW	5.7k	113.11	View chart
Servicenow (NOW)	0.1	$639k	+4%	603.00	1060.12	View chart
Flex Ord (FLEX)	0.0	$639k		17k	38.39	View chart
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE)	0.0	$637k		7.1k	89.77	View chart
WESCO International (WCC)	0.0	$624k		3.4k	180.96	View chart
Coherent Corp (COHR)	0.0	$622k		6.6k	94.73	View chart
Ishares Tr Expanded Tech (IGV)	0.0	$605k	+105%	6.0k	100.12	View chart
Hubspot (HUBS)	0.0	$597k	+39%	857.00	696.77	View chart
IDEXX Laboratories (IDXX)	0.0	$590k	+76%	1.4k	413.44	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$588k		5.8k	101.53	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.0	$585k	-16%	5.8k	100.32	View chart
Goldman Sachs (GS)	0.0	$582k		1.0k	572.38	View chart
Ea Series Trust Ea Bridgeway Omn (BSVO)	0.0	$578k	-6%	27k	21.65	View chart
Honeywell International (HON)	0.0	$577k	+74%	2.6k	225.91	View chart
American Express Company (AXP)	0.0	$566k	NEW	1.9k	296.81	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$564k		3.5k	159.52	View chart
Palo Alto Networks (PANW)	0.0	$564k	+133%	3.1k	181.96	View chart
Illumina (ILMN)	0.0	$561k	NEW	4.2k	133.62	View chart
Fiserv (FI)	0.0	$559k		2.7k	205.46	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.0	$555k	-10%	23k	24.55	View chart
Fidelity Covington Trust Momentum Factr (FDMO)	0.0	$554k	-12%	8.0k	69.61	View chart
Bank of America Corporation (BAC)	0.0	$546k	NEW	12k	43.95	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.0	$545k	+14%	9.5k	57.27	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$527k	-2%	2.4k	220.94	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$521k		4.1k	127.58	View chart
Advanced Micro Devices (AMD)	0.0	$514k	NEW	4.3k	120.79	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$509k	+56%	2.6k	198.20	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$494k	+11%	5.1k	96.90	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.0	$493k	+4%	25k	19.43	View chart
Aramark Hldgs (ARMK)	0.0	$487k		13k	37.31	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.0	$487k		25k	19.48	View chart
Travelers Companies (TRV)	0.0	$479k	NEW	2.0k	240.93	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.0	$476k		7.0k	67.88	View chart
Charles Schwab Corporation (SCHW)	0.0	$469k	-5%	6.3k	74.01	View chart
Cisco Systems (CSCO)	0.0	$468k	+7%	7.9k	59.20	View chart
Boeing Company (BA)	0.0	$467k	NEW	2.6k	177.00	View chart
Public Service Enterprise (PEG)	0.0	$464k	-5%	5.5k	84.49	View chart
Ishares Tr Esg Adv Ttl Usd (EUSB)	0.0	$454k		11k	42.48	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.0	$450k	+3%	22k	20.13	View chart
Linde SHS (LIN)	0.0	$445k	-3%	1.1k	418.60	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$444k		2.2k	197.49	View chart
Tko Group Holdings Cl A (TKO)	0.0	$443k	NEW	3.1k	142.11	View chart
Shopify Cl A (SHOP)	0.0	$433k	+49%	4.1k	106.33	View chart
Raytheon Technologies Corp (RTX)	0.0	$432k	NEW	3.7k	115.72	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.0	$430k	-12%	5.2k	81.97	View chart
Travel Leisure Ord (TNL)	0.0	$424k		8.4k	50.45	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$421k	+106%	3.3k	129.36	View chart
Ishares Esg Awr Msci Em (ESGE)	0.0	$419k	-31%	13k	33.39	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.0	$413k	NEW	8.2k	50.37	View chart
Brown Forman Corp CL B (BF.B)	0.0	$413k	NEW	11k	37.98	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.0	$407k	+6%	3.9k	103.30	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.0	$404k	+3%	8.0k	50.32	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.0	$403k		7.1k	56.70	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$403k	+3%	6.6k	61.34	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.0	$401k	+3%	3.6k	110.25	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.0	$401k	+3%	22k	18.34	View chart
Mettler-Toledo International (MTD)	0.0	$400k	+38%	327.00	1223.68	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.0	$400k	+3%	24k	16.37	View chart
Paypal Holdings (PYPL)	0.0	$397k	+67%	4.7k	85.35	View chart
Bank of New York Mellon Corporation (BK)	0.0	$397k	NEW	5.2k	76.83	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.0	$391k	NEW	5.9k	66.77	View chart
Teva Pharmaceutical Inds Sponsored Ads (TEVA)	0.0	$391k		18k	22.04	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.0	$390k	-29%	9.3k	41.88	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.0	$386k		3.7k	105.48	View chart
Novo-nordisk A S Adr (NVO)	0.0	$382k	NEW	4.4k	86.02	View chart
Hilton Worldwide Holdings (HLT)	0.0	$381k	-10%	1.5k	247.16	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$380k	+3%	9.1k	41.82	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$378k	+69%	4.8k	78.01	View chart
Trimble Navigation (TRMB)	0.0	$376k	+24%	5.3k	70.66	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.0	$373k		3.2k	115.19	View chart
Metropcs Communications (TMUS)	0.0	$370k		1.7k	220.76	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.0	$364k	NEW	6.2k	58.35	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.0	$362k		635.00	569.58	View chart
Packaging Corporation of America (PKG)	0.0	$359k		1.6k	225.13	View chart
Becton, Dickinson and (BDX)	0.0	$357k	NEW	1.6k	226.80	View chart
UnitedHealth (UNH)	0.0	$349k		690.00	505.67	View chart
Marathon Petroleum Corp (MPC)	0.0	$348k		2.5k	139.50	View chart
Pimco Etf Tr Enhancd Short (EMNT)	0.0	$344k		3.5k	98.41	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.0	$343k	+24%	6.3k	54.69	View chart
Ubs Group SHS (UBS)	0.0	$341k	-12%	11k	30.32	View chart
Bristol Myers Squibb (BMY)	0.0	$341k	-25%	6.0k	56.56	View chart
Uber Technologies (UBER)	0.0	$340k	+53%	5.6k	60.32	View chart
Nextera Energy (NEE)	0.0	$339k	+59%	4.7k	71.69	View chart
Morgan Stanley Com New (MS)	0.0	$337k	+10%	2.7k	125.72	View chart
Biogen Idec (BIIB)	0.0	$337k	NEW	2.2k	152.91	View chart
United Rentals (URI)	0.0	$337k	NEW	478.00	704.44	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$334k		974.00	343.26	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$331k		3.7k	88.40	View chart
Intuitive Surgical Com New (ISRG)	0.0	$328k	NEW	629.00	521.96	View chart
Vaneck Etf Trust Mortgage Reit (MORT)	0.0	$319k		30k	10.62	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.0	$313k		5.4k	58.27	View chart
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY)	0.0	$308k		15k	21.26	View chart
Thermo Fisher Scientific (TMO)	0.0	$308k	-19%	592.00	520.46	View chart
PNC Financial Services (PNC)	0.0	$306k	NEW	1.6k	192.85	View chart
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)	0.0	$306k	+7%	19k	16.05	View chart
Dimensional Etf Trust Emerging Mkts Hi (DEHP)	0.0	$306k	-18%	12k	24.74	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$305k	NEW	5.8k	53.05	View chart
Texas Pacific Land Corp (TPL)	0.0	$302k		273.00	1104.61	View chart
Pan American Silver Corp Can (PAAS)	0.0	$301k	-12%	15k	20.22	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.0	$300k	NEW	5.9k	51.14	View chart
Ross Stores (ROST)	0.0	$300k	+25%	2.0k	151.26	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$299k		1.1k	280.02	View chart
Hca Holdings (HCA)	0.0	$299k	-16%	996.00	300.14	View chart
Pfizer (PFE)	0.0	$292k	+17%	11k	26.53	View chart
Freeport-mcmoran CL B (FCX)	0.0	$291k	+35%	7.7k	38.08	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$289k	+316%	13k	23.18	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$287k		1.2k	242.13	View chart
EOG Resources (EOG)	0.0	$286k	NEW	2.3k	122.56	View chart
Global X Fds Glb X Mlp Enrg I (MLPX)	0.0	$284k	+15%	4.7k	60.56	View chart
Eli Lilly & Co. (LLY)	0.0	$284k	+3%	368.00	772.00	View chart
Ford Motor Company (F)	0.0	$279k		28k	9.90	View chart
Ishares Tr Esg Aware Aggrsv (EAOA)	0.0	$273k		7.6k	35.72	View chart
Qualcomm (QCOM)	0.0	$273k	+43%	1.8k	153.62	View chart
Alliancebernstein Hldg Unit Ltd Partn (AB)	0.0	$270k		7.3k	37.09	View chart
ConocoPhillips (COP)	0.0	$267k	+9%	2.7k	99.16	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$265k	-26%	3.7k	71.90	View chart
Shell Spon Ads (SHEL)	0.0	$263k		4.2k	62.65	View chart
Deere & Company (DE)	0.0	$262k	+2%	619.00	423.38	View chart
Ishares Tr Aggres Alloc Etf (AOA)	0.0	$262k	+3%	3.4k	76.61	View chart
Etf Ser Solutions Us Glb Jets (JETS)	0.0	$260k	-5%	10k	25.35	View chart
Fortinet (FTNT)	0.0	$257k	NEW	2.7k	94.48	View chart
Ishares Tr S&p 100 Etf (OEF)	0.0	$255k		881.00	288.90	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.0	$253k	+7%	22k	11.53	View chart
Agilent Technologies Inc C ommon (A)	0.0	$252k	-3%	1.9k	134.36	View chart
Amgen (AMGN)	0.0	$252k	NEW	968.00	260.51	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$251k	-34%	3.1k	80.27	View chart
Appfolio Com Cl A (APPF)	0.0	$247k	-16%	1.0k	246.72	View chart
Palantir Technologies Cl A (PLTR)	0.0	$247k	NEW	3.3k	75.63	View chart
Intel Corporation (INTC)	0.0	$245k	-7%	12k	20.05	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.0	$244k	+15%	5.1k	48.16	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.0	$243k	-24%	9.7k	24.99	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$241k	+6%	3.1k	78.65	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$240k	+5%	2.4k	99.55	View chart
Invesco Exch Traded Fd Tr Ii Cef Inm Compsi (PCEF)	0.0	$240k		13k	19.16	View chart
Te Connectivity Ord Shs (TEL)	0.0	$238k		1.7k	142.97	View chart
Ishares Tr Msci India Etf (INDA)	0.0	$236k	+2%	4.5k	52.64	View chart
Bunge Global Sa Com Shs (BG)	0.0	$236k	-24%	3.0k	77.76	View chart
Intercontinental Exchange (ICE)	0.0	$235k	+3%	1.6k	149.01	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.0	$233k		6.8k	34.33	View chart
Ishares Tr Msci India Sm Cp (SMIN)	0.0	$228k		3.0k	76.45	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.0	$220k	-16%	4.3k	51.51	View chart
Wisdomtree Tr Us Ai Enhanced (AIVL)	0.0	$219k		2.1k	106.52	View chart
Ishares Tr Esg Scrd S&p Mid (XJH)	0.0	$218k		5.2k	41.84	View chart
Valley National Ban (VLY)	0.0	$218k		24k	9.06	View chart
Enterprise Products Partners (EPD)	0.0	$215k	NEW	6.9k	31.36	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.0	$214k	NEW	9.4k	22.72	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$213k		1.7k	128.82	View chart
Dow (DOW)	0.0	$209k	-15%	5.2k	40.13	View chart
Marsh & McLennan Companies (MMC)	0.0	$204k		962.00	212.37	View chart
Ishares Tr Us Consum Discre (IYC)	0.0	$204k	NEW	2.1k	96.14	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.0	$203k		2.3k	87.24	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$203k	+200%	7.4k	27.32	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.0	$202k	NEW	3.9k	51.70	View chart
Nucor Corporation (NUE)	0.0	$202k		1.7k	116.71	View chart
Raymond James Financial (RJF)	0.0	$200k	NEW	1.3k	155.33	View chart
BlackRock MuniHoldings New Jersey Ins Fn (MUJ)	0.0	$192k		17k	11.07	View chart
Abrdn Total Dynamic Dividend Com Sh Ben Int (AOD)	0.0	$147k		17k	8.41	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.0	$142k		13k	11.38	View chart
Liberty All Star Equity Sh Ben Int (USA)	0.0	$117k		17k	6.95	View chart
Eaton Vance Muni Income Trus Sh Ben Int (EVN)	0.0	$103k		10k	10.11	View chart
Eaton Vance Tax-Managed Global Dive Eq (EXG)	0.0	$91k	-53%	11k	8.17	View chart
Nuveen Cr Strategies Income Com Shs (JQC)	0.0	$70k	-54%	12k	5.69	View chart
Opko Health (OPK)	0.0	$30k		20k	1.47	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 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
Sax Wealth Advisors 2021 Q3 filed Dec. 10, 2021
Sax Wealth Advisors 2021 Q2 filed Aug. 12, 2021

View all past filings

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