SAX WEALTH ADVISORS, LLC Q1 2025 Filing
Filed May 14, 2025
Portfolio Value
$1.4B
Holdings
360
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (360 positions)
| Stock | Value |
|---|---|
MUBISHARES TR | $1.6M |
CVXCHEVRON CORP NEW | $1.5M |
SPYDSPDR SER TR | $1.5M |
EFAISHARES TR | $1.5M |
ABBVABBVIE INC | $1.5M |
XLESELECT SECTOR SPDR TR | $1.5M |
GEGE AEROSPACE | $1.5M |
AMATAPPLIED MATLS INC | $1.5M |
DFEVDIMENSIONAL ETF TRUST | $1.5M |
EEMSISHARES INC | $1.4M |
4I1PHILIP MORRIS INTL INC | $1.4M |
VTVANGUARD INTL EQUITY INDEX F | $1.4M |
IBMINTERNATIONAL BUSINESS MACHS | $1.4M |
SCHXSCHWAB STRATEGIC TR | $1.4M |
ADIANALOG DEVICES INC | $1.3M |
COSTCOSTCO WHSL CORP NEW | $1.3M |
AVGOBROADCOM INC | $1.3M |
BIZDVANECK ETF TRUST | $1.3M |
IWPISHARES TR | $1.3M |
PFFISHARES TR | $1.3M |
SPHQINVESCO EXCHANGE TRADED FD T | $1.3M |
IAU*ISHARES GOLD TR | $1.2M |
DSIISHARES TR | $1.2M |
NEENEXTERA ENERGY INC | $1.2M |
SPYMSPDR SER TR | $1.2M |
WELLWELLTOWER INC | $1.2M |
USFRWISDOMTREE TR | $1.2M |
DCORDIMENSIONAL ETF TRUST | $1.1M |
IVOOVANGUARD ADMIRAL FDS INC | $1.1M |
TAT&T INC | $1.1M |
VPUVANGUARD WORLD FD | $1.1M |
SCZISHARES TR | $1.1M |
ESGDISHARES TR | $1.1M |
XTISHARES TR | $1.1M |
EFIVSPDR SER TR | $1.0M |
AVEMAMERICAN CENTY ETF TR | $1.0M |
DC4DEXCOM INC | $1.0M |
JCIJOHNSON CTLS INTL PLC | $1.0M |
BACVERIZON COMMUNICATIONS INC | $1.0M |
ACNACCENTURE PLC IRELAND | $1.0M |
PHPARKER-HANNIFIN CORP | $1.0M |
VXUSVANGUARD STAR FDS | $988K |
OEFISHARES TR | $973K |
VTEBVANGUARD MUN BD FDS | $968K |
TTWOTAKE-TWO INTERACTIVE SOFTWAR | $958K |
PGPROCTER AND GAMBLE CO | $953K |
BSVVANGUARD BD INDEX FDS | $938K |
IWNISHARES TR | $928K |
GQ9SPDR GOLD TR | $923K |
VCSHVANGUARD SCOTTSDALE FDS | $922K |
XLFSELECT SECTOR SPDR TR | $918K |
CRMSALESFORCE INC | $911K |
RSPTINVESCO EXCHANGE TRADED FD T | $896K |
CFLTCONFLUENT INC | $892K |
CA8ACACI INTL INC | $891K |
TSLATESLA INC | $887K |
XBILRBB FD INC | $886K |
SCHVSCHWAB STRATEGIC TR | $878K |
VVISA INC | $876K |
DISDISNEY WALT CO | $863K |
MRVLMARVELL TECHNOLOGY INC | $854K |
WMTWALMART INC | $853K |
BXBLACKSTONE INC | $849K |
CATCATERPILLAR INC | $845K |
PODDINSULET CORP | $845K |
ABTABBOTT LABS | $809K |
HDVISHARES TR | $798K |
VOOGVANGUARD ADMIRAL FDS INC | $765K |
EFGISHARES TR | $759K |
MRKMERCK & CO INC | $754K |
BILSPDR SER TR | $749K |
IXUSISHARES TR | $741K |
GSGOLDMAN SACHS GROUP INC | $728K |
HUBSHUBSPOT INC | $721K |
OBILRBB FD INC | $716K |
MOATVANECK ETF TRUST | $708K |
BIVVANGUARD BD INDEX FDS | $700K |
DHRDANAHER CORPORATION | $695K |
IVWISHARES TR | $690K |
DFICDIMENSIONAL ETF TRUST | $685K |
SCHWSCHWAB CHARLES CORP | $672K |
IGVISHARES TR | $671K |
ESMLISHARES TR | $670K |
AVGEAMERICAN CENTY ETF TR | $664K |
DONSPDR DOW JONES INDL AVERAGE | $662K |
DDOGDATADOG INC | $659K |
VYMVANGUARD WHITEHALL FDS | $655K |
ZTSZOETIS INC | $646K |
GLWCORNING INC | $632K |
QQQEDIREXION SHS ETF TR | $619K |
SPTSSPDR SER TR | $609K |
ETNEATON CORP PLC | $608K |
UBERUBER TECHNOLOGIES INC | $602K |
LINLINDE PLC | $601K |
SHOPSHOPIFY INC | $599K |
SHYISHARES TR | $593K |
DFISDIMENSIONAL ETF TRUST | $584K |
SGOVISHARES TR | $582K |
IWSISHARES TR | $576K |
IDXXIDEXX LABS INC | $575K |