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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 39.47% of Sax Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: DFUS (+$21M), FBND (+$16M), AVUS (+$14M), AAPL (+$12M), AVDE (+$7.8M), AVUV (+$7.5M), DFSD (+$6.6M), QUAL (+$5.3M), QQQ (+$5.1M), DFAX (+$5.1M).
Started 97 new stock positions in IYH, AMZN, BA, FLNC, AVLV, CRWD, BSCQ, AVDE, APPF, TRMB.
Reduced shares in these 10 stocks: DFCF, VCSH, DFAR, AGG, USHY, , VTC, IJR, BIV, SCHD.
Sold out of its positions in MO, FYBR, EMB, USHY, IBIT, SCHC, VXUS, MGK, BIV, BSV. VTC, VGIT, VGLT.
Sax Wealth Advisors was a net buyer of stock by $189M.
Sax Wealth Advisors has $1.0B in assets under management (AUM), dropping by 22.63%.
Central Index Key (CIK): 0001846150

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Portfolio Holdings for Sax Wealth Advisors

Sax Wealth Advisors holds 274 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Equity Etf (DFUS)	17.4	$183M	+12%	3.1M	58.85	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	6.1	$65M	+8%	377k	170.76	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	6.1	$64M	+6%	2.0M	32.24	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	5.3	$56M	+9%	284k	197.11	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	4.5	$47M		901k	51.87	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	4.4	$46M	+2%	781k	58.52	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	3.1	$33M		839k	39.27	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	3.1	$32M	-8%	776k	41.54	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	2.9	$31M	+8%	513k	60.08	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	2.8	$29M	+15%	919k	31.99	View chart
Dimensional Etf Trust Short Duration F (DFSD)	2.4	$25M	+36%	526k	47.00	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	1.9	$21M	+22%	690k	29.67	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	1.8	$19M	+637%	416k	44.93	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	1.7	$18M	+11%	696k	26.32	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.6	$17M	+7%	145k	118.78	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	1.4	$15M	+6%	402k	37.49	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	1.4	$14M	NEW	159k	90.19	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.2	$12M	-3%	116k	106.66	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.1	$12M	+4%	22k	544.23	View chart
Apple (AAPL)	1.1	$12M	NEW	55k	210.62	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	1.1	$11M	+11%	317k	35.94	View chart
Microsoft Corporation (MSFT)	1.0	$11M	+28%	24k	446.95	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.8	$8.5M	-2%	16k	547.21	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.8	$7.9M	-2%	82k	97.27	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.7	$7.8M	NEW	125k	62.26	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.7	$7.5M	NEW	84k	89.72	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.7	$7.1M	+255%	279k	25.42	View chart
Vanguard Index Fds Value Etf (VTV)	0.6	$6.0M		37k	160.41	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.6	$5.9M	+11%	206k	28.91	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$5.4M	+6%	20k	267.51	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$5.1M	NEW	11k	479.10	View chart
NVIDIA Corporation (NVDA)	0.5	$4.8M	+1797%	39k	123.54	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.5	$4.8M	-3%	25k	194.87	View chart
Amazon (AMZN)	0.4	$4.7M	NEW	24k	193.25	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$4.6M	+2%	9.2k	500.14	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.4	$4.5M	+16%	189k	23.82	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.4	$4.4M	+80%	92k	47.77	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.4	$4.3M	+9%	84k	51.09	View chart
Ishares Tr Ibonds Dec25 Etf (IBDQ)	0.4	$4.2M	+7%	168k	24.86	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$4.1M	NEW	10k	406.80	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.4	$4.0M	+12%	22k	182.01	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$3.9M	+30%	11k	364.53	View chart
Ishares Tr High Yld Systm B (HYDB)	0.3	$3.6M	+822%	78k	46.44	View chart
Vaneck Etf Trust Preferred Securt (PFXF)	0.3	$3.2M	+12%	184k	17.30	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.3	$3.1M	-2%	10k	308.67	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.3	$3.1M	+23%	129k	23.73	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.3	$3.1M	-5%	37k	83.96	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.3	$3.1M		118k	25.87	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$3.0M	+13%	16k	183.42	View chart
Select Sector Spdr Tr Technology (XLK)	0.3	$2.9M		13k	226.24	View chart
Ishares Tr Ibonds Dec24 Etf (IBDP)	0.3	$2.9M	+4%	116k	25.13	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.3	$2.9M	-4%	74k	39.05	View chart
Ishares Tr Esg Msci Leadr (SUSL)	0.3	$2.8M	NEW	29k	97.43	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$2.6M	-9%	14k	182.56	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.2	$2.5M	-30%	114k	22.10	View chart
Johnson & Johnson (JNJ)	0.2	$2.5M	+7%	17k	146.16	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$2.3M		43k	53.04	View chart
JPMorgan Chase & Co. (JPM)	0.2	$2.2M	+81%	11k	202.27	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$2.0M	+7%	5.3k	374.03	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$1.9M		26k	72.64	View chart
Ishares Tr Select Divid Etf (DVY)	0.2	$1.9M	+67%	16k	120.98	View chart
Exxon Mobil Corporation (XOM)	0.2	$1.8M	+15%	16k	115.12	View chart
Meta Platforms Cl A (META)	0.2	$1.8M	+14%	3.5k	504.26	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$1.7M	+4%	16k	106.55	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$1.7M	-10%	21k	83.76	View chart
Applied Materials (AMAT)	0.2	$1.7M	NEW	7.2k	235.98	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$1.6M	+75%	8.7k	182.16	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$1.5M	+158%	7.0k	218.04	View chart
Confluent Class A Com (CFLT)	0.1	$1.5M	NEW	52k	29.53	View chart
Ishares Em Mkt Sm-cp Etf (EEMS)	0.1	$1.5M	+66%	25k	61.11	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$1.5M	NEW	19k	78.78	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$1.5M	-5%	6.0k	242.09	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$1.4M	+10%	16k	91.15	View chart
Chevron Corporation (CVX)	0.1	$1.4M	+14%	9.1k	156.42	View chart
Coupang Cl A (CPNG)	0.1	$1.4M	+2%	65k	20.95	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$1.3M	+8%	7.6k	174.47	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.1	$1.3M	+163%	54k	24.77	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$1.3M	-11%	40k	31.55	View chart
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)	0.1	$1.3M	+9%	31k	40.23	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$1.2M		11k	110.35	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$1.2M	-2%	24k	49.42	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$1.1M	NEW	19k	61.09	View chart
Netflix (NFLX)	0.1	$1.1M	+27%	1.7k	674.88	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	0.1	$1.1M		11k	99.11	View chart
Datadog Cl A Com (DDOG)	0.1	$1.1M	NEW	8.5k	129.69	View chart
Ishares Tr Exponential Tech (XT)	0.1	$1.1M	-9%	19k	58.83	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.1	$1.0M	+40%	38k	26.91	View chart
McDonald's Corporation (MCD)	0.1	$1.0M		3.9k	254.85	View chart
Costco Wholesale Corporation (COST)	0.1	$997k	+129%	1.2k	849.80	View chart
Vaneck Etf Trust Bdc Income Etf (BIZD)	0.1	$962k	NEW	56k	17.11	View chart
Dex (DXCM)	0.1	$962k	NEW	8.5k	113.38	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$954k	+7%	16k	61.64	View chart
Abbvie (ABBV)	0.1	$938k	+12%	5.5k	171.52	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$932k		19k	50.11	View chart
Metropcs Communications (TMUS)	0.1	$910k		5.2k	176.18	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$908k	+6%	8.1k	112.63	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$897k	+24%	21k	43.76	View chart
Vanguard World Utilities Etf (VPU)	0.1	$888k	+2%	6.0k	147.93	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$860k	+2%	21k	41.11	View chart
Caterpillar (CAT)	0.1	$845k	+290%	2.5k	333.10	View chart
Spdr Ser Tr S&p 500 Esg Etf (EFIV)	0.1	$836k		16k	53.10	View chart
Ishares Tr Msci Usa Esg Slc (SUSA)	0.1	$832k	+12%	7.4k	112.37	View chart
Walt Disney Company (DIS)	0.1	$826k		8.3k	99.29	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$812k	-10%	11k	74.08	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$784k		5.1k	152.30	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$781k	+6%	6.3k	123.80	View chart
Procter & Gamble Company (PG)	0.1	$781k	+6%	4.7k	164.93	View chart
Pepsi (PEP)	0.1	$774k	+21%	4.7k	164.93	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$746k	+8%	9.5k	78.33	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$738k		11k	67.56	View chart
International Business Machines (IBM)	0.1	$730k	+12%	4.2k	172.94	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.1	$715k		25k	28.34	View chart
Merck & Co (MRK)	0.1	$703k	+26%	5.7k	123.81	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$702k		1.8k	391.21	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$699k	-29%	6.4k	108.70	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$694k	+12%	8.0k	86.61	View chart
Ge Aerospace Com New (GE)	0.1	$691k	NEW	4.3k	158.98	View chart
At&t (T)	0.1	$689k	+23%	36k	19.11	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.1	$659k	-23%	27k	24.63	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$657k	+66%	17k	38.50	View chart
Broadcom (AVGO)	0.1	$646k	+49%	403.00	1604.09	View chart
Fidelity Covington Trust Momentum Factr (FDMO)	0.1	$643k		10k	63.72	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.1	$628k	NEW	6.5k	97.03	View chart
Public Service Enterprise (PEG)	0.1	$618k	+2%	8.4k	73.70	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$618k	NEW	18k	33.53	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	0.1	$613k	+18%	10k	59.52	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.1	$609k	NEW	8.8k	69.32	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$608k	NEW	5.9k	102.30	View chart
Home Depot (HD)	0.1	$596k	+23%	1.7k	344.34	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$586k	+102%	6.8k	86.57	View chart
Philip Morris International (PM)	0.1	$584k		5.8k	101.32	View chart
Ea Series Trust Ea Bridgeway Omn (BSVO)	0.1	$580k		29k	20.37	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$567k	+17%	2.3k	249.65	View chart
Lam Research Corporation (LRCX)	0.1	$564k	+56%	530.00	1064.88	View chart
Abbott Laboratories (ABT)	0.1	$549k	NEW	5.3k	103.92	View chart
Wal-Mart Stores (WMT)	0.1	$538k	+15%	7.9k	67.71	View chart
Eaton Corp SHS (ETN)	0.1	$536k	+39%	1.7k	313.55	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$535k		5.8k	92.53	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$532k	NEW	3.5k	150.50	View chart
Verizon Communications (VZ)	0.0	$522k	+26%	13k	41.24	View chart
Boeing Company (BA)	0.0	$508k	NEW	2.8k	182.01	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.0	$508k	NEW	13k	39.34	View chart
Charles Schwab Corporation (SCHW)	0.0	$503k	NEW	6.8k	73.69	View chart
IDEXX Laboratories (IDXX)	0.0	$497k	NEW	1.0k	487.20	View chart
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE)	0.0	$492k	-6%	5.5k	88.74	View chart
Servicenow (NOW)	0.0	$489k	+48%	621.00	786.67	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.0	$488k	-3%	19k	26.29	View chart
Linde SHS (LIN)	0.0	$487k	NEW	1.1k	438.69	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$484k	+13%	4.1k	118.59	View chart
Thermo Fisher Scientific (TMO)	0.0	$482k	NEW	872.00	553.00	View chart
United Parcel Service CL B (UPS)	0.0	$479k	NEW	3.5k	136.86	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.0	$472k		6.9k	68.53	View chart
Bunge Global Sa Com Shs (BG)	0.0	$460k	NEW	4.3k	106.76	View chart
Mastercard Incorporated Cl A (MA)	0.0	$458k	NEW	1.0k	441.16	View chart
Ishares Tr Esg Adv Ttl Usd (EUSB)	0.0	$456k	NEW	11k	42.55	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.0	$455k	-26%	1.4k	333.50	View chart
Danaher Corporation (DHR)	0.0	$450k	NEW	1.8k	249.85	View chart
Analog Devices (ADI)	0.0	$444k	NEW	1.9k	228.26	View chart
Marvell Technology (MRVL)	0.0	$443k	NEW	6.3k	69.90	View chart
Aramark Hldgs (ARMK)	0.0	$442k		13k	34.02	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.0	$431k	-10%	5.3k	81.65	View chart
Johnson Ctls Intl SHS (JCI)	0.0	$431k	NEW	6.5k	66.47	View chart
Dimensional Etf Trust Global Sustaina (DFSB)	0.0	$427k	NEW	8.4k	51.10	View chart
Marathon Petroleum Corp (MPC)	0.0	$426k		2.5k	173.48	View chart
Palo Alto Networks (PANW)	0.0	$424k	+50%	1.3k	339.01	View chart
Mettler-Toledo International (MTD)	0.0	$419k	NEW	300.00	1397.59	View chart
Flex Ord (FLEX)	0.0	$417k	NEW	14k	29.49	View chart
Travelers Companies (TRV)	0.0	$410k	NEW	2.0k	203.38	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$407k	-13%	5.1k	79.93	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$398k	+23%	2.3k	173.81	View chart
Dimensional Etf Trust Emerging Mkts Hi (DEHP)	0.0	$396k	-10%	15k	26.02	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$394k		9.3k	42.59	View chart
Insulet Corporation (PODD)	0.0	$387k	NEW	1.9k	201.80	View chart
Tesla Motors (TSLA)	0.0	$385k	-2%	1.9k	197.84	View chart
Goldman Sachs (GS)	0.0	$383k	NEW	848.00	452.17	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.0	$383k	+72%	3.7k	104.55	View chart
Intel Corporation (INTC)	0.0	$382k	+15%	12k	30.97	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$382k	NEW	2.3k	164.27	View chart
Oracle Corporation (ORCL)	0.0	$373k	+40%	2.6k	141.20	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$372k	-69%	3.8k	97.07	View chart
Cisco Systems (CSCO)	0.0	$370k	+25%	7.8k	47.51	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.0	$368k	NEW	5.9k	62.84	View chart
Becton, Dickinson and (BDX)	0.0	$361k	NEW	1.5k	233.64	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$361k	-19%	2.0k	182.52	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.0	$351k	+4%	3.3k	106.95	View chart
Ubs Group SHS (UBS)	0.0	$348k	NEW	12k	29.54	View chart
Fiserv (FI)	0.0	$346k	-4%	2.3k	149.07	View chart
Coherent Corp (COHR)	0.0	$344k	NEW	4.7k	72.46	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.0	$343k	NEW	6.5k	52.95	View chart
Zoetis Cl A (ZTS)	0.0	$340k	NEW	2.0k	173.34	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$338k	NEW	4.7k	72.05	View chart
Schlumberger Com Stk (SLB)	0.0	$338k	NEW	7.2k	47.18	View chart
American Express Company (AXP)	0.0	$337k	NEW	1.5k	231.58	View chart
Vaneck Etf Trust Mortgage Reit (MORT)	0.0	$336k	NEW	30k	11.19	View chart
Hca Holdings (HCA)	0.0	$332k	NEW	1.0k	321.38	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$330k	+13%	1.6k	202.86	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.0	$329k	NEW	5.4k	61.27	View chart
Honeywell International (HON)	0.0	$328k	NEW	1.5k	213.56	View chart
Eli Lilly & Co. (LLY)	0.0	$327k	NEW	361.00	905.38	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.0	$323k	NEW	5.7k	56.68	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.0	$319k		5.6k	57.27	View chart
Visa Com Cl A (V)	0.0	$318k	+53%	1.2k	262.47	View chart
Bristol Myers Squibb (BMY)	0.0	$316k	-44%	7.6k	41.53	View chart
Travel Leisure Ord (TNL)	0.0	$314k	NEW	7.0k	44.98	View chart
Qualcomm (QCOM)	0.0	$310k	NEW	1.6k	199.18	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$304k	+3%	3.7k	81.08	View chart
Pfizer (PFE)	0.0	$300k	NEW	11k	27.98	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.0	$297k	NEW	16k	19.22	View chart
Shell Spon Ads (SHEL)	0.0	$295k	+4%	4.1k	72.18	View chart
Packaging Corporation of America (PKG)	0.0	$289k	+9%	1.6k	182.56	View chart
Teva Pharmaceutical Inds Sponsored Ads (TEVA)	0.0	$288k	NEW	18k	16.25	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$288k		1.2k	250.05	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.0	$286k	NEW	15k	19.18	View chart
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY)	0.0	$285k	NEW	15k	19.64	View chart
Pimco Etf Tr Enhancd Short (EMNT)	0.0	$284k		2.9k	98.69	View chart
Hilton Worldwide Holdings (HLT)	0.0	$280k	NEW	1.3k	218.20	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.0	$279k	+36%	521.00	535.08	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.0	$279k	NEW	2.7k	103.85	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.0	$277k	NEW	14k	19.95	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.0	$277k	NEW	17k	16.26	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.0	$277k	NEW	15k	18.16	View chart
Nucor Corporation (NUE)	0.0	$274k		1.7k	158.08	View chart
Bank of New York Mellon Corporation (BK)	0.0	$272k	NEW	4.5k	59.89	View chart
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)	0.0	$272k	NEW	17k	15.95	View chart
Ishares Tr Esg Aware Aggrsv (EAOA)	0.0	$271k		7.8k	34.68	View chart
Ishares Tr Aggres Alloc Etf (AOA)	0.0	$266k	-11%	3.6k	74.78	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$260k		451.00	576.59	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.0	$258k		5.0k	51.30	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.0	$257k	NEW	7.0k	36.66	View chart
Hubspot (HUBS)	0.0	$256k	NEW	434.00	589.79	View chart
Appfolio Com Cl A (APPF)	0.0	$253k	NEW	1.0k	244.57	View chart
Advanced Micro Devices (AMD)	0.0	$249k	NEW	1.5k	162.21	View chart
CRH Ord (CRH)	0.0	$248k	NEW	3.3k	74.98	View chart
Te Connectivity SHS (TEL)	0.0	$248k	+2%	1.6k	150.43	View chart
ConocoPhillips (COP)	0.0	$248k	+18%	2.2k	114.36	View chart
Alliancebernstein Hldg Unit Ltd Partn (AB)	0.0	$246k	-14%	7.3k	33.79	View chart
Enterprise Products Partners (EPD)	0.0	$245k		8.5k	28.98	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$242k	NEW	1.1k	215.01	View chart
WESCO International (WCC)	0.0	$242k	NEW	1.5k	158.57	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.0	$242k	NEW	2.6k	93.81	View chart
salesforce (CRM)	0.0	$241k	+20%	937.00	257.10	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.0	$239k	NEW	8.1k	29.57	View chart
Colgate-Palmolive Company (CL)	0.0	$239k		2.5k	97.03	View chart
Raytheon Technologies Corp (RTX)	0.0	$239k	NEW	2.4k	100.41	View chart
Waste Management (WM)	0.0	$238k	NEW	1.1k	213.26	View chart
Invesco Exch Traded Fd Tr Ii Cef Inm Compsi (PCEF)	0.0	$235k	NEW	13k	18.82	View chart
Etf Ser Solutions Us Glb Jets (JETS)	0.0	$232k		12k	19.66	View chart
UnitedHealth (UNH)	0.0	$230k	NEW	452.00	509.54	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$230k	NEW	4.0k	57.61	View chart
Morgan Stanley Com New (MS)	0.0	$228k	NEW	2.4k	97.19	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.0	$222k	NEW	8.8k	25.09	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$221k	-86%	2.9k	77.27	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.0	$220k	NEW	4.4k	50.31	View chart
Adobe Systems Incorporated (ADBE)	0.0	$219k	NEW	395.00	555.54	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$219k	NEW	571.00	383.19	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$216k	-62%	2.8k	77.76	View chart
Raymond James Financial (RJF)	0.0	$214k		1.7k	123.61	View chart
Freeport-mcmoran CL B (FCX)	0.0	$208k	NEW	4.3k	48.60	View chart
Agilent Technologies Inc C ommon (A)	0.0	$207k	NEW	1.6k	129.62	View chart
Wisdomtree Tr Us Ai Enhanced (AIVL)	0.0	$205k		2.1k	99.80	View chart
Trimble Navigation (TRMB)	0.0	$205k	NEW	3.7k	55.92	View chart
Amgen (AMGN)	0.0	$205k	NEW	655.00	312.29	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.0	$203k	+9%	18k	11.55	View chart
Enbridge (ENB)	0.0	$202k	NEW	5.7k	35.59	View chart
BlackRock MuniHoldings New Jersey Ins Fn (MUJ)	0.0	$198k		17k	11.39	View chart
Fluence Energy Com Cl A (FLNC)	0.0	$184k	NEW	11k	17.34	View chart
Valley National Ban (VLY)	0.0	$183k	-14%	26k	6.98	View chart
Abrdn Total Dynamic Dividend Com Sh Ben Int (AOD)	0.0	$147k		17k	8.41	View chart
New York Mortgage Tr (NYMT)	0.0	$137k		23k	5.84	View chart
Liberty All Star Equity Sh Ben Int (USA)	0.0	$114k		17k	6.80	View chart
Eaton Vance Muni Income Trus Sh Ben Int (EVN)	0.0	$106k		10k	10.35	View chart
Eaton Vance Tax-Managed Global Dive Eq (EXG)	0.0	$94k		11k	8.45	View chart
New York Community Ban (NYCB)	0.0	$55k		17k	3.22	View chart
Opko Health (OPK)	0.0	$25k		20k	1.25	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 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
Sax Wealth Advisors 2020 Q4 filed Feb. 16, 2021

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