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Sax Wealth Advisors

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

Top 5 stock holdings are DFUS, FBND, QQQM, QUAL, DFAC, and represent 36.57% of Sax Wealth Advisors's stock portfolio.
Added to shares of these 1 stock: UAL.
Reduced shares in these 10 stocks: BRK.A (-$26M), PG (-$11M), BIL (-$11M), BRK.B, AAPL, FBND, TTWO, NVDA, MSFT, DFUS.
Sold out of its positions in APH, ISCF, MCK, TTWO, GLDM, ASML.
Sax Wealth Advisors was a net seller of stock by $-73M.
Sax Wealth Advisors has $2.1B in assets under management (AUM), dropping by -2.83%.
Central Index Key (CIK): 0001846150

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Portfolio Holdings for Sax Wealth Advisors

Sax Wealth Advisors holds 482 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Equity Market (DFUS)	13.9	$287M		3.9M	74.17	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	8.9	$184M		4.0M	46.04	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	5.4	$112M		441k	252.92	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	4.4	$92M		461k	198.62	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	3.9	$81M		2.0M	39.59	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	2.2	$45M		757k	59.54	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	2.2	$45M		896k	49.90	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.9	$40M		608k	66.00	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	1.8	$38M		548k	69.67	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	1.8	$38M		812k	46.59	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	1.8	$37M		958k	38.11	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	1.6	$34M		447k	75.05	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	1.5	$31M		683k	45.57	View chart
Apple (AAPL)	1.4	$29M	-5%	108k	271.86	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	1.3	$27M		707k	38.03	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	1.2	$24M		323k	74.88	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.0	$20M		137k	148.69	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.0	$20M		30k	684.94	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.0	$20M		29k	681.91	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	1.0	$20M		422k	46.80	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.9	$20M		190k	102.42	View chart
Vaneck Etf Trust Clo Etf (CLOI)	0.9	$19M		360k	52.81	View chart
NVIDIA Corporation (NVDA)	0.9	$18M	-4%	96k	186.50	View chart
Microsoft Corporation (MSFT)	0.9	$18M	-4%	37k	483.62	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.7	$14M		122k	111.78	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.6	$13M		274k	47.95	View chart
Ishares Tr Eafe Value Etf (EFV)	0.6	$13M		181k	71.41	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.6	$13M		245k	50.86	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$12M		35k	335.27	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.5	$11M		347k	31.66	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.5	$10M		188k	54.84	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$10M	-4%	32k	313.00	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.5	$10M		45k	219.78	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.5	$9.9M		288k	34.21	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$9.8M		16k	614.29	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.5	$9.8M		271k	36.06	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$9.2M		48k	190.99	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$9.2M		77k	120.18	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.4	$9.1M	-74%	12.00	754800.00	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.4	$8.8M		361k	24.23	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$8.7M		18k	473.30	View chart
Barclays Bank Djubs Cmdt Etn36 (DJP)	0.4	$8.6M		230k	37.61	View chart
Amazon (AMZN)	0.4	$8.6M	-4%	37k	230.82	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$8.4M	-3%	27k	313.80	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.4	$8.3M		195k	42.56	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.4	$8.3M		253k	32.73	View chart
Fidelity Covington Trust Vlu Factor Etf (FVAL)	0.4	$8.2M		114k	72.27	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$8.0M		127k	62.47	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.4	$7.6M		235k	32.57	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$7.5M	-5%	12k	627.14	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.4	$7.4M		35k	212.07	View chart
Spdr Series Trust Bloomberg Emergi (EBND)	0.4	$7.4M		348k	21.37	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$7.2M		75k	96.03	View chart
JPMorgan Chase & Co. (JPM)	0.3	$7.2M	-7%	22k	322.22	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.3	$6.9M		61k	113.72	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.3	$6.8M		146k	46.54	View chart
Johnson & Johnson (JNJ)	0.3	$6.8M	-2%	33k	206.95	View chart
Ishares Tr Mbs Etf (MBB)	0.3	$6.4M		68k	95.22	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.3	$6.4M		78k	82.32	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.3	$6.3M		25k	250.31	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.3	$6.3M		258k	24.28	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.3	$5.9M		162k	36.58	View chart
Fidelity Covington Trust Fundamental Smal (FFSM)	0.3	$5.9M		193k	30.69	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.3	$5.9M		117k	50.46	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.3	$5.7M		52k	110.19	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$5.6M		12k	487.87	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.3	$5.5M		146k	38.00	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.3	$5.4M		53k	101.98	View chart
American Centy Etf Tr Core Muni Fxd In (AVMU)	0.3	$5.2M		112k	46.24	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$5.1M		51k	99.88	View chart
McDonald's Corporation (MCD)	0.2	$4.9M		16k	305.62	View chart
Meta Platforms Cl A (META)	0.2	$4.9M	-7%	7.4k	660.08	View chart
Ishares Tr High Yld Systm B (HYDB)	0.2	$4.8M	-2%	101k	47.35	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$4.7M		15k	314.81	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.2	$4.6M		103k	45.21	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$4.5M	-30%	9.0k	502.66	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$4.5M		23k	191.56	View chart
Spdr Series Trust State Street Spd (FLRN)	0.2	$4.3M		140k	30.73	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.2	$4.1M		122k	33.74	View chart
Fidelity Covington Trust Enhanced Large (FELC)	0.2	$4.0M		106k	38.17	View chart
Ishares Tr Msci Usa Value (VLUE)	0.2	$4.0M		29k	136.73	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.2	$3.9M		10k	386.87	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$3.8M		36k	107.11	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.2	$3.8M		150k	25.45	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$3.8M		66k	57.24	View chart
Pgim Etf Tr Actv Hy Bd Etf (PHYL)	0.2	$3.7M		104k	35.48	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$3.7M		50k	74.07	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.2	$3.7M		26k	143.97	View chart
Exxon Mobil Corporation (XOM)	0.2	$3.6M		30k	120.34	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.2	$3.4M		56k	60.81	View chart
Analog Devices (ADI)	0.2	$3.4M		13k	271.19	View chart
Broadcom (AVGO)	0.2	$3.2M	-12%	9.3k	346.10	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$3.1M		12k	257.95	View chart
Home Depot (HD)	0.1	$3.0M		8.8k	344.10	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	0.1	$3.0M		55k	54.07	View chart
Merck & Co (MRK)	0.1	$2.9M		28k	105.26	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$2.8M		104k	27.21	View chart
Ishares Tr Esg Optimized (SUSA)	0.1	$2.8M		20k	139.35	View chart
Nasdaq Omx (NDAQ)	0.1	$2.8M		28k	97.13	View chart
Netflix (NFLX)	0.1	$2.7M		29k	93.76	View chart
Applied Materials (AMAT)	0.1	$2.7M		11k	256.98	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$2.7M		51k	52.88	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$2.6M		28k	94.16	View chart
Ge Aerospace Com New (GE)	0.1	$2.6M		8.3k	308.04	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.1	$2.5M		11k	224.67	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	0.1	$2.5M		34k	73.63	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$2.5M		18k	141.14	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$2.4M		7.1k	342.95	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$2.4M		27k	89.46	View chart
Mastercard Incorporated Cl A (MA)	0.1	$2.4M	-8%	4.1k	570.82	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.1	$2.3M		17k	141.16	View chart
Tesla Motors (TSLA)	0.1	$2.3M	-3%	5.1k	449.71	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$2.2M		28k	78.81	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.1	$2.1M		62k	34.46	View chart
Abbvie (ABBV)	0.1	$2.1M	-5%	9.3k	228.49	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.1	$2.1M		89k	23.41	View chart
Visa Com Cl A (V)	0.1	$2.0M	-12%	5.8k	350.71	View chart
International Business Machines (IBM)	0.1	$2.0M	-2%	6.8k	296.21	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$2.0M		9.6k	210.34	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.1	$2.0M		41k	48.17	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$2.0M		73k	26.91	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$1.9M		65k	29.61	View chart
Johnson Ctls Intl SHS (JCI)	0.1	$1.9M		16k	119.75	View chart
Ishares Tr Esg Msci Leadr (SUSL)	0.1	$1.9M		16k	121.27	View chart
Caterpillar (CAT)	0.1	$1.9M	-7%	3.3k	572.88	View chart
Chevron Corporation (CVX)	0.1	$1.8M		12k	152.41	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$1.8M		6.3k	290.23	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$1.8M		23k	81.17	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.1	$1.8M		40k	45.45	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.1	$1.8M		14k	128.83	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.1	$1.7M		13k	132.37	View chart
Pepsi (PEP)	0.1	$1.7M		12k	143.52	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$1.7M	-3%	5.7k	302.13	View chart
Nextera Energy (NEE)	0.1	$1.7M	-2%	21k	80.28	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$1.6M		19k	88.49	View chart
Wal-Mart Stores (WMT)	0.1	$1.6M	-13%	15k	111.41	View chart
Nuveen Nj Div Advantage Mun (NXJ)	0.1	$1.6M		128k	12.64	View chart
Vaneck Etf Trust Bdc Income Etf (BIZD)	0.1	$1.6M		113k	14.18	View chart
Colgate-Palmolive Company (CL)	0.1	$1.6M		20k	79.02	View chart
Philip Morris International (PM)	0.1	$1.6M	-3%	9.7k	160.39	View chart
Parker-Hannifin Corporation (PH)	0.1	$1.6M		1.8k	878.85	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$1.5M		11k	141.07	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$1.5M		32k	47.08	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$1.5M		7.5k	199.69	View chart
Costco Wholesale Corporation (COST)	0.1	$1.5M	-15%	1.7k	862.37	View chart
salesforce (CRM)	0.1	$1.5M	-2%	5.5k	264.91	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$1.4M		12k	123.27	View chart
Intuitive Surgical Com New (ISRG)	0.1	$1.4M		2.5k	566.35	View chart
Spdr Series Trust State Street Spd (TFI)	0.1	$1.4M		31k	45.71	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$1.4M		3.6k	396.26	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$1.4M		9.2k	154.15	View chart
Welltower Inc Com reit (WELL)	0.1	$1.4M		7.6k	185.61	View chart
Palo Alto Networks (PANW)	0.1	$1.4M		7.5k	184.20	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$1.4M		1.8k	753.59	View chart
Marvell Technology (MRVL)	0.1	$1.4M		16k	84.98	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$1.3M		12k	113.92	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$1.3M	-3%	25k	53.76	View chart
Vaneck Etf Trust Preferred Securt (PFXF)	0.1	$1.3M		76k	17.66	View chart
Raytheon Technologies Corp (RTX)	0.1	$1.3M		7.3k	183.40	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$1.3M		2.8k	468.76	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$1.3M		9.7k	136.93	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.1	$1.3M		29k	45.51	View chart
Caci Intl Cl A (CACI)	0.1	$1.3M		2.4k	532.81	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$1.3M		29k	44.71	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$1.3M		25k	50.32	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$1.3M		16k	77.02	View chart
Goldman Sachs (GS)	0.1	$1.2M		1.4k	878.75	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$1.2M		16k	77.53	View chart
Ishares Em Mkt Sm-cp Etf (EEMS)	0.1	$1.2M	-2%	18k	67.48	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	0.1	$1.2M		53k	22.07	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$1.2M		16k	73.56	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	0.1	$1.2M		10k	111.80	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.1	$1.2M		22k	53.88	View chart
Confluent Class A Com (CFLT)	0.1	$1.2M		38k	30.24	View chart
Vanguard World Utilities Etf (VPU)	0.1	$1.1M		6.2k	185.04	View chart
Spdr Series Trust State Street Spd (SPYM)	0.1	$1.1M	-9%	14k	80.22	View chart
Bank of America Corporation (BAC)	0.1	$1.1M	-4%	21k	55.00	View chart
Corning Incorporated (GLW)	0.1	$1.1M		13k	87.56	View chart
Pimco Etf Tr Enhancd Short (EMNT)	0.1	$1.1M		12k	98.58	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$1.1M		11k	106.70	View chart
Spdr Series Trust State Street Spd (SPSB)	0.1	$1.1M		37k	30.20	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$1.1M		6.9k	160.97	View chart
Janus Detroit Str Tr Henderson Mtg (JMBS)	0.1	$1.1M		24k	45.69	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$1.1M	-2%	20k	54.77	View chart
Oracle Corporation (ORCL)	0.1	$1.1M		5.6k	194.90	View chart
At&t (T)	0.1	$1.1M		44k	24.84	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$1.1M		6.7k	162.01	View chart
Novo-nordisk A S Adr (NVO)	0.1	$1.1M	-4%	21k	50.88	View chart
Palantir Technologies Cl A (PLTR)	0.1	$1.1M	-26%	5.9k	177.74	View chart
Cisco Systems (CSCO)	0.1	$1.0M		14k	77.03	View chart
Procter & Gamble Company (PG)	0.1	$1.0M	-91%	7.3k	143.32	View chart
Spdr Series Trust State Street Spd (SPYD)	0.0	$1.0M		23k	43.25	View chart
BlackRock Global Opportunities Equity Tr (BOE)	0.0	$999k		85k	11.71	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.0	$996k		32k	30.96	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.0	$996k		2.2k	444.50	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$996k		13k	75.44	View chart
Thermo Fisher Scientific (TMO)	0.0	$964k	-3%	1.7k	579.45	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$960k	-5%	19k	49.65	View chart
Cardinal Health (CAH)	0.0	$959k		4.7k	205.50	View chart
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)	0.0	$953k		37k	25.82	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.0	$950k		20k	47.02	View chart
Advanced Micro Devices (AMD)	0.0	$941k		4.4k	214.16	View chart
Invesco Exch Traded Fd Tr Ii Ny Amt Fre Mun (PZT)	0.0	$930k		42k	22.31	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$929k		6.5k	143.52	View chart
Invesco Van Kampen Senior Income Trust (VVR)	0.0	$920k		281k	3.27	View chart
Walt Disney Company (DIS)	0.0	$917k	-28%	8.1k	113.77	View chart
Stryker Corporation (SYK)	0.0	$915k	-3%	2.6k	351.43	View chart
Morgan Stanley Com New (MS)	0.0	$914k	-5%	5.1k	177.52	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.0	$912k		9.6k	95.09	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	0.0	$906k		12k	75.85	View chart
Charles Schwab Corporation (SCHW)	0.0	$874k	-3%	8.8k	99.91	View chart
Uber Technologies (UBER)	0.0	$854k	-14%	10k	81.71	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.0	$848k		17k	50.29	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$840k		26k	32.62	View chart
American Express Company (AXP)	0.0	$839k	-6%	2.3k	369.92	View chart
Spdr Series Trust State Street Spd (SPAB)	0.0	$835k		32k	25.75	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$833k		11k	79.73	View chart
Abbott Laboratories (ABT)	0.0	$831k		6.6k	125.30	View chart
Eli Lilly & Co. (LLY)	0.0	$830k	-16%	772.00	1074.62	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.0	$827k		7.2k	115.10	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$808k	-5%	3.0k	268.30	View chart
IDEXX Laboratories (IDXX)	0.0	$806k	-22%	1.2k	676.53	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.0	$800k		41k	19.74	View chart
Ishares Tr Future Exponenti (XT)	0.0	$787k		11k	69.74	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.0	$776k		38k	20.60	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.0	$774k		15k	52.77	View chart
Dex (DXCM)	0.0	$772k	-19%	12k	66.37	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$760k		9.0k	84.64	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.0	$756k		40k	18.84	View chart
Lam Research Corp Com New (LRCX)	0.0	$754k		4.4k	171.18	View chart
Verizon Communications (VZ)	0.0	$738k		18k	40.73	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$730k	-31%	2.4k	303.92	View chart
Spdr Series Trust State Street Spd (EFIV)	0.0	$717k		11k	66.15	View chart
Ishares Tr Esg Aware Msci (ESML)	0.0	$717k		16k	45.98	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.0	$705k		36k	19.57	View chart
Eaton Corp SHS (ETN)	0.0	$704k	-6%	2.2k	318.52	View chart
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE)	0.0	$701k		6.9k	102.31	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.0	$698k		7.8k	90.00	View chart
Datadog Cl A Com (DDOG)	0.0	$686k		5.0k	135.99	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$686k		1.8k	373.49	View chart
Insulet Corporation (PODD)	0.0	$682k	-22%	2.4k	284.24	View chart
PNC Financial Services (PNC)	0.0	$671k		3.2k	208.75	View chart
Cme (CME)	0.0	$670k		2.5k	273.04	View chart
Bank of New York Mellon Corporation (BK)	0.0	$666k	-2%	5.7k	116.09	View chart
TJX Companies (TJX)	0.0	$666k	-3%	4.3k	153.61	View chart
Hilton Worldwide Holdings (HLT)	0.0	$664k	-2%	2.3k	287.26	View chart
Honeywell International (HON)	0.0	$656k		3.4k	195.10	View chart
Tko Group Holdings Cl A (TKO)	0.0	$653k		3.1k	209.00	View chart
Ubs Group SHS (UBS)	0.0	$648k		14k	46.31	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.0	$633k	-20%	6.1k	103.55	View chart
RBB Us Trsry 6 Mnth (XBIL)	0.0	$632k		13k	50.07	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.0	$630k		10k	62.15	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.0	$630k		37k	16.92	View chart
Ea Series Trust Ea Bridgeway Omn (BSVO)	0.0	$625k		27k	23.30	View chart
Danaher Corporation (DHR)	0.0	$619k		2.7k	228.95	View chart
Servicenow (NOW)	0.0	$618k		4.0k	153.19	View chart
Travelers Companies (TRV)	0.0	$612k		2.1k	290.00	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$606k		7.5k	80.63	View chart
Ishares Tr Expanded Tech (IGV)	0.0	$602k		5.7k	105.69	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$597k		12k	48.32	View chart
Public Service Enterprise (PEG)	0.0	$595k		7.4k	80.30	View chart
Lowe's Companies (LOW)	0.0	$594k	-6%	2.5k	241.15	View chart
Xylem (XYL)	0.0	$591k		4.3k	136.18	View chart
Biogen Idec (BIIB)	0.0	$586k		3.3k	175.99	View chart
Linde SHS (LIN)	0.0	$584k	-3%	1.4k	426.52	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$578k		8.0k	72.68	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.0	$573k		25k	22.90	View chart
Fidelity Covington Trust Momentum Factr (FDMO)	0.0	$572k		6.8k	83.96	View chart
Micron Technology (MU)	0.0	$569k	-7%	2.0k	285.47	View chart
Ishares Tr Intl Div Grwth (IGRO)	0.0	$568k		6.9k	82.77	View chart
Rbc Cad (RY)	0.0	$566k		3.3k	170.49	View chart
Spdr Series Trust State Street Spd (XAR)	0.0	$565k		2.3k	241.27	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.0	$559k		926.00	603.28	View chart
Intel Corporation (INTC)	0.0	$558k	-6%	15k	36.90	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$552k		2.2k	246.14	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 Hg (BSJT)	0.0	$551k		26k	21.51	View chart
Blackrock (BLK)	0.0	$545k	-5%	510.00	1069.47	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$542k	-2%	3.8k	141.04	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$542k		9.9k	54.71	View chart
Hca Holdings (HCA)	0.0	$540k		1.2k	466.94	View chart
Global X Fds S&p 500 Covered (XYLD)	0.0	$534k		13k	40.63	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$531k		2.9k	181.21	View chart
AllianceBernstein Global Hgh Incm (AWF)	0.0	$526k		49k	10.69	View chart
Marathon Petroleum Corp (MPC)	0.0	$517k		3.2k	162.63	View chart
Hubspot (HUBS)	0.0	$511k		1.3k	401.30	View chart
Wells Fargo & Company (WFC)	0.0	$508k	-12%	5.5k	93.21	View chart
Ge Vernova (GEV)	0.0	$508k	-25%	777.00	653.36	View chart
Spdr Series Trust State Street Spd (SPYV)	0.0	$505k		8.9k	56.81	View chart
Dominion Resources (D)	0.0	$504k	-2%	8.6k	58.59	View chart
Pfizer (PFE)	0.0	$503k		20k	24.90	View chart
Amplify Etf Tr Amplify Cybersec (HACK)	0.0	$503k		6.3k	80.37	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.0	$502k		15k	32.94	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	0.0	$494k		23k	21.15	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.0	$487k		9.8k	49.84	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$475k		6.8k	69.42	View chart
Ishares Tr Core High Dv Etf (HDV)	0.0	$470k		3.9k	121.62	View chart
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)	0.0	$469k		28k	16.70	View chart
Amgen (AMGN)	0.0	$468k		1.4k	327.29	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.0	$468k		7.4k	63.18	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.0	$467k		26k	17.67	View chart
Nfj Dividend Interest (NFJ)	0.0	$465k		36k	12.89	View chart
Booking Holdings (BKNG)	0.0	$459k	-17%	86.00	5338.45	View chart
Ryder System (R)	0.0	$455k		2.4k	191.39	View chart
Robinhood Mkts Com Cl A (HOOD)	0.0	$452k	-36%	4.0k	113.09	View chart
Te Connectivity Ord Shs (TEL)	0.0	$451k		2.0k	227.50	View chart
Trimble Navigation (TRMB)	0.0	$446k		5.7k	78.35	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.0	$444k		5.9k	75.77	View chart
Ares Capital Corporation (ARCC)	0.0	$442k		22k	20.23	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.0	$442k		3.6k	121.75	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$440k		16k	27.43	View chart
Templeton Emerging Markets Income Fund (TEI)	0.0	$436k		68k	6.45	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$436k		4.5k	96.26	View chart
Consolidated Edison (ED)	0.0	$435k		4.4k	99.32	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.0	$432k		19k	23.37	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.0	$431k		4.2k	101.67	View chart
Fortinet (FTNT)	0.0	$425k	-2%	5.4k	79.41	View chart
3M Company (MMM)	0.0	$425k	-2%	2.7k	160.10	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.0	$424k		6.5k	65.10	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.0	$421k		17k	25.24	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$418k		6.2k	67.22	View chart
RBB Us Treasry 12 Mt (OBIL)	0.0	$417k		8.3k	50.19	View chart
Bank America Corp 7.25%CNV PFD L (BAC.PL)	0.0	$413k		330.00	1252.00	View chart
S&p Global (SPGI)	0.0	$413k	-3%	790.00	522.59	View chart
Spdr Series Trust State Street Spd (BIL)	0.0	$412k	-96%	4.5k	91.38	View chart
Boeing Company (BA)	0.0	$410k	-2%	1.9k	217.13	View chart
Realty Income (O)	0.0	$409k		7.3k	56.37	View chart
Duke Energy Corp Com New (DUK)	0.0	$407k		3.5k	117.22	View chart
Ishares Msci Japan Etf (EWJ)	0.0	$405k		5.0k	80.74	View chart
ConocoPhillips (COP)	0.0	$405k	-4%	4.3k	93.62	View chart
Starbucks Corporation (SBUX)	0.0	$403k		4.8k	84.20	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$401k		12k	32.75	View chart
Qualcomm (QCOM)	0.0	$400k		2.3k	171.03	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.0	$399k		4.6k	85.91	View chart
Bristol Myers Squibb (BMY)	0.0	$396k		7.3k	53.94	View chart
Lockheed Martin Corporation (LMT)	0.0	$395k		816.00	483.77	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$393k	-2%	1.9k	211.74	View chart
Ishares Tr Ibonds Dec 26 (IBMO)	0.0	$391k		15k	25.64	View chart
Spdr Series Trust State Street Spd (SPTS)	0.0	$388k		13k	29.28	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.0	$387k		7.7k	50.59	View chart
Union Pacific Corporation (UNP)	0.0	$384k	-4%	1.7k	231.26	View chart
Spdr Series Trust State Street Spd (SPMD)	0.0	$383k		6.6k	57.91	View chart
Ishares Tr Ibonds Dec 27 (IBMP)	0.0	$383k		15k	25.39	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$382k		925.00	412.69	View chart
Dimensional Etf Trust Global Sustaina (DFSB)	0.0	$382k		7.4k	51.80	View chart
Mettler-Toledo International (MTD)	0.0	$381k	-26%	273.00	1394.19	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$377k		3.6k	104.07	View chart
Ishares Tr Ibonds Dec 28 (IBMQ)	0.0	$376k		15k	25.58	View chart
Howmet Aerospace (HWM)	0.0	$375k	-5%	1.8k	205.02	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.0	$368k		12k	31.51	View chart
Citigroup Com New (C)	0.0	$368k	-3%	3.1k	116.71	View chart
Key (KEY)	0.0	$366k		18k	20.64	View chart
John Hancock Hdg Eq & Inc (HEQ)	0.0	$365k		34k	10.75	View chart
Southern Company (SO)	0.0	$361k	-5%	4.1k	87.20	View chart
Ishares Esg Awr Msci Em (ESGE)	0.0	$356k		8.1k	44.17	View chart
Zoetis Cl A (ZTS)	0.0	$354k		2.8k	125.80	View chart
Ross Stores (ROST)	0.0	$353k	-31%	2.0k	180.13	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.0	$341k		3.9k	88.09	View chart
Becton, Dickinson and (BDX)	0.0	$339k		1.7k	194.02	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.0	$339k		3.5k	96.84	View chart
Norfolk Southern (NSC)	0.0	$339k		1.2k	288.72	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$339k		14k	24.04	View chart
FedEx Corporation (FDX)	0.0	$338k		1.2k	288.86	View chart
Packaging Corporation of America (PKG)	0.0	$334k		1.6k	206.23	View chart
Automatic Data Processing (ADP)	0.0	$332k	-4%	1.3k	257.27	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.0	$329k		3.7k	89.56	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.0	$328k		1.5k	214.65	View chart
Royce Micro Capital Trust (RMT)	0.0	$328k		31k	10.43	View chart
Deere & Company (DE)	0.0	$325k	-6%	697.00	465.82	View chart
Ishares Tr Esg Aware 80/20 (EAOA)	0.0	$323k		7.8k	41.38	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.0	$322k		6.5k	49.46	View chart
Medtronic SHS (MDT)	0.0	$317k	-2%	3.3k	96.06	View chart
Vaneck Etf Trust Mortgage Reit (MORT)	0.0	$315k		30k	10.51	View chart
Moody's Corporation (MCO)	0.0	$314k		614.00	510.85	View chart
Chubb (CB)	0.0	$312k		999.00	312.14	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.0	$310k		6.8k	45.53	View chart
Intuit (INTU)	0.0	$310k	-3%	468.00	662.80	View chart
Dimensional Etf Trust Emerging Mkts Hi (DEHP)	0.0	$309k		9.6k	32.25	View chart
Altria (MO)	0.0	$307k		5.3k	57.66	View chart
Gilead Sciences (GILD)	0.0	$307k	-8%	2.5k	122.75	View chart
Hldgs (UAL)	0.0	$306k	+12%	2.7k	111.82	View chart
Illinois Tool Works (ITW)	0.0	$306k		1.2k	246.29	View chart
Prudential Financial (PRU)	0.0	$306k		2.7k	112.86	View chart
Kroger (KR)	0.0	$303k		4.9k	62.48	View chart
Enterprise Products Partners (EPD)	0.0	$303k		9.5k	32.06	View chart
Japan Smaller Capitalizaion Fund (JOF)	0.0	$302k		27k	11.08	View chart
Nucor Corporation (NUE)	0.0	$300k		1.8k	163.11	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$299k		926.00	323.01	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.0	$298k		4.2k	71.62	View chart
EOG Resources (EOG)	0.0	$297k	-3%	2.8k	104.99	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.0	$296k		4.4k	67.13	View chart
W.W. Grainger (GWW)	0.0	$296k		293.00	1009.05	View chart
American Electric Power Company (AEP)	0.0	$296k		2.6k	115.30	View chart
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY)	0.0	$296k		15k	20.39	View chart
Coca-Cola Company (KO)	0.0	$294k	-3%	4.2k	69.91	View chart
SYSCO Corporation (SYY)	0.0	$293k		4.0k	73.70	View chart
Shell Spon Ads (SHEL)	0.0	$292k		4.0k	73.49	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.0	$292k		6.2k	46.81	View chart
Arista Networks Com Shs (ANET)	0.0	$292k	-9%	2.2k	131.03	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$292k		2.0k	148.96	View chart
Valero Energy Corporation (VLO)	0.0	$291k		1.8k	162.82	View chart
Toronto Dominion Bk Ont Com New (TD)	0.0	$287k		3.0k	94.20	View chart
La-Z-Boy Incorporated (LZB)	0.0	$286k		7.7k	37.27	View chart
Global X Fds Artificial Etf (AIQ)	0.0	$286k		5.6k	50.86	View chart
Enbridge (ENB)	0.0	$284k		5.9k	47.83	View chart
Spdr Series Trust State Street Spd (SDY)	0.0	$283k		2.0k	139.19	View chart
Texas Instruments Incorporated (TXN)	0.0	$283k	-21%	1.6k	173.50	View chart
American Centy Etf Tr Avantis All Eqt (AVGV)	0.0	$281k		3.8k	73.18	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.0	$279k		8.0k	34.65	View chart
Assurant (AIZ)	0.0	$278k		1.2k	240.85	View chart
Valley National Ban (VLY)	0.0	$278k		24k	11.68	View chart
Nuveen Mun Value Fd 2 (NUW)	0.0	$278k		19k	14.31	View chart
Wells Fargo Perp Pfd Cnv A (WFC.PL)	0.0	$275k		227.00	1212.00	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.0	$275k		571.00	480.90	View chart
Garmin SHS (GRMN)	0.0	$272k		1.3k	202.85	View chart
AmerisourceBergen (COR)	0.0	$270k	-2%	799.00	337.75	View chart
Ishares Tr Ibonds Dec 2032 (IBDX)	0.0	$265k		10k	25.53	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.0	$263k		8.0k	32.89	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.0	$260k		3.1k	82.81	View chart
Republic Services (RSG)	0.0	$258k		1.2k	211.93	View chart
Kenvue (KVUE)	0.0	$257k		15k	17.25	View chart
First Tr Exchange-traded SHS (FVD)	0.0	$256k		5.6k	46.08	View chart
Ptc (PTC)	0.0	$255k		1.5k	174.21	View chart
Progressive Corporation (PGR)	0.0	$254k	-11%	1.1k	227.72	View chart
Texas Pacific Land Corp (TPL)	0.0	$253k		881.00	287.10	View chart
Astrazeneca Sponsored Adr	0.0	$253k	-37%	2.7k	91.93	View chart
Ishares U S Etf Tr Short Maturity M (MEAR)	0.0	$252k		5.0k	50.32	View chart
Sonic Automotive Cl A (SAH)	0.0	$251k		4.1k	61.86	View chart
Invesco Exch Traded Fd Tr Ii Cef Inm Compsi (PCEF)	0.0	$249k		13k	19.88	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.0	$248k		6.4k	38.56	View chart
AFLAC Incorporated (AFL)	0.0	$245k		2.2k	110.27	View chart
Ishares Tr Esg Select Scre (XJH)	0.0	$245k		5.5k	44.65	View chart
Ishares Tr Msci India Etf (INDA)	0.0	$243k		4.5k	54.05	View chart
Semtech Corporation (SMTC)	0.0	$243k		3.3k	73.69	View chart
United Parcel Service CL B (UPS)	0.0	$243k		2.4k	99.21	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$243k		8.1k	30.07	View chart
Marsh & McLennan Companies	0.0	$241k	-10%	1.3k	185.59	View chart
Wisdomtree Tr Us Ai Enhanced (AIVL)	0.0	$237k		2.1k	114.98	View chart
Waste Management (WM)	0.0	$236k		1.1k	219.68	View chart
Spdr Series Trust State Street Spd (SPYG)	0.0	$236k		2.2k	106.70	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$234k		2.8k	83.75	View chart
Phillips 66 (PSX)	0.0	$234k		1.8k	129.04	View chart
Regeneron Pharmaceuticals (REGN)	0.0	$233k		302.00	771.54	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.0	$231k		13k	18.22	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.0	$230k		5.2k	44.50	View chart
Spdr Series Trust State Street Spd (HYMB)	0.0	$230k		9.2k	24.94	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.0	$226k		9.7k	23.39	View chart
Sprott Asset Management Physical Gold An (CEF)	0.0	$226k		4.9k	45.80	View chart
General Dynamics Corporation (GD)	0.0	$226k	-27%	670.00	336.55	View chart
UnitedHealth (UNH)	0.0	$225k	-17%	683.00	329.99	View chart
Nuveen Massachusetts Pre Income Mun (NMT)	0.0	$225k		20k	11.33	View chart
Fastenal Company (FAST)	0.0	$225k		5.6k	40.13	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.0	$224k		3.9k	57.58	View chart
Blackstone Long Short Cr Com Shs Bn Int (BGX)	0.0	$222k		19k	11.66	View chart
Yum! Brands (YUM)	0.0	$222k	-2%	1.5k	151.28	View chart
Ford Motor Company (F)	0.0	$221k	-10%	17k	13.12	View chart
Raymond James Financial (RJF)	0.0	$220k		1.4k	160.59	View chart
Canadian Natl Ry (CNI)	0.0	$219k		2.2k	98.85	View chart
Ishares Tr Us Consum Discre (IYC)	0.0	$219k		2.1k	103.13	View chart
Osprey Bitcoin Tr Unit Ben Int (OBTC)	0.0	$218k		7.8k	28.16	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$214k		7.5k	28.48	View chart
Adobe Systems Incorporated (ADBE)	0.0	$209k	-8%	598.00	349.99	View chart
Ishares Tr Msci India Sm Cp (SMIN)	0.0	$209k		3.0k	69.91	View chart
Kimball Electronics (KE)	0.0	$208k		7.5k	27.82	View chart
BlackRock MuniHoldings New Jersey Ins Fn (MUJ)	0.0	$206k		17k	11.90	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.0	$206k	-3%	13k	16.49	View chart
Hewlett Packard Enterprise (HPE)	0.0	$205k	-6%	8.5k	24.02	View chart
Ishares Tr Esg Advanced Uni (EUSB)	0.0	$205k		4.7k	43.91	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.0	$203k		5.3k	38.22	View chart
Dorchester Minerals Com Unit (DMLP)	0.0	$202k		9.1k	22.36	View chart
Ea Series Trust Intl Quan Value (IVAL)	0.0	$202k		6.4k	31.46	View chart
Bluerock Pvt Real Estate (BPRE)	0.0	$187k		13k	15.00	View chart
Terawulf (WULF)	0.0	$186k		16k	11.49	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.0	$184k		16k	11.24	View chart
Eaton Vance Tax-Managed Global Dive Eq (EXG)	0.0	$177k		19k	9.53	View chart
Xai Octagon Floatng Rate Alt (XFLT)	0.0	$170k		35k	4.80	View chart
Nuveen Select Mat Mun Sh Ben Int (NIM)	0.0	$170k		18k	9.31	View chart
Cemex Sab De Cv Spon Adr New (CX)	0.0	$162k		14k	11.49	View chart
Eaton Vance Muni Income Trus Sh Ben Int (EVN)	0.0	$145k		14k	10.76	View chart
Cnh Indl N V SHS (CNH)	0.0	$134k		15k	9.22	View chart
Overstock (BBBY)	0.0	$108k		20k	5.46	View chart
Liberty All Star Equity Sh Ben Int (USA)	0.0	$105k		17k	6.28	View chart
Opko Health (OPK)	0.0	$25k		20k	1.26	View chart

Past Filings by Sax Wealth Advisors

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

Sax Wealth Advisors 2026 Q1 filed April 8, 2026
Sax Wealth Advisors 2025 Q4 filed Jan. 12, 2026
Sax Wealth Advisors 2025 Q3 filed Oct. 20, 2025
Sax Wealth Advisors 2025 Q2 filed July 23, 2025
Sax Wealth Advisors 2024 Q4 filed Jan. 15, 2025
Sax Wealth Advisors 2024 Q3 filed Oct. 17, 2024
Sax Wealth Advisors 2024 Q2 filed July 12, 2024
Sax Wealth Advisors 2024 Q1 filed May 14, 2024
Sax Wealth Advisors 2023 Q4 filed Feb. 14, 2024
Sax Wealth Advisors 2023 Q3 filed Nov. 7, 2023
Sax Wealth Advisors 2023 Q2 filed Aug. 11, 2023
Sax Wealth Advisors 2023 Q1 filed May 5, 2023
Sax Wealth Advisors 2022 Q4 filed Feb. 6, 2023
Sax Wealth Advisors 2022 Q3 filed Nov. 8, 2022
Sax Wealth Advisors 2022 Q1 restated filed Aug. 11, 2022
Sax Wealth Advisors 2022 Q2 filed Aug. 11, 2022

View all past filings

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