Sax Wealth Advisors

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

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Positions held by Sax Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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

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

View all past filings