Sax Wealth Advisors

Sax Wealth Advisors as of June 30, 2024

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