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 |
|---|---|
XYLXYLEM INC | $575K |
ORCLORACLE CORP | $573K |
CSCOCISCO SYS INC | $564K |
BSCRINVESCO EXCH TRD SLF IDX FD | $551K |
FLEXFLEX LTD | $543K |
IWMISHARES TR | $542K |
VYMIVANGUARD WHITEHALL FDS | $533K |
AXPAMERICAN EXPRESS CO | $532K |
BACBANK AMERICA CORP | $532K |
PANWPALO ALTO NETWORKS INC | $530K |
VBRVANGUARD INDEX FDS | $530K |
BSCSINVESCO EXCH TRD SLF IDX FD | $523K |
NYFISHARES TR | $521K |
CTEFEA SERIES TRUST | $519K |
HONHONEYWELL INTL INC | $518K |
PEGPUBLIC SVC ENTERPRISE GRP IN | $513K |
SUBISHARES TR | $512K |
DGROISHARES TR | $511K |
IYWISHARES TR | $510K |
IBITISHARES BITCOIN TRUST ETF | $502K |
JQUAJ P MORGAN EXCHANGE TRADED F | $501K |
FDMOFIDELITY COVINGTON TRUST | $499K |
LLYELI LILLY & CO | $498K |
ARCCARES CAPITAL CORP | $493K |
BSCQINVESCO EXCH TRD SLF IDX FD | $492K |
HACKAMPLIFY ETF TR | $483K |
IGROISHARES TR | $482K |
TKOTKO GROUP HOLDINGS INC | $477K |
BSCUINVESCO EXCH TRD SLF IDX FD | $473K |
BSCTINVESCO EXCH TRD SLF IDX FD | $473K |
EOGEOG RES INC | $466K |
EUSBISHARES TR | $463K |
HYGISHARES TR | $460K |
SCHDSCHWAB STRATEGIC TR | $450K |
UBSUBS GROUP AG | $448K |
IHIISHARES TR | $446K |
BAC 7.25 PERP LBANK AMERICA CORP | $444K |
BKBANK NEW YORK MELLON CORP | $443K |
IBDWISHARES TR | $437K |
URIUNITED RENTALS INC | $431K |
MTDMETTLER TOLEDO INTERNATIONAL | $427K |
TPLTEXAS PACIFIC LAND CORPORATI | $423K |
VSGXVANGUARD WORLD FD | $419K |
DFSBDIMENSIONAL ETF TRUST | $415K |
HCAHCA HEALTHCARE INC | $409K |
JPSTJ P MORGAN EXCHANGE TRADED F | $407K |
TRMBTRIMBLE INC | $399K |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $398K |
ESGEISHARES INC | $392K |
PYPLPAYPAL HLDGS INC | $387K |
BMYBRISTOL-MYERS SQUIBB CO | $387K |
GSLCGOLDMAN SACHS ETF TR | $384K |
ISRGINTUITIVE SURGICAL INC | $382K |
AVLVAMERICAN CENTY ETF TR | $382K |
MPCMARATHON PETE CORP | $381K |
BSCVINVESCO EXCH TRD SLF IDX FD | $379K |
PNCPNC FINL SVCS GROUP INC | $379K |
AMLPALPS ETF TR | $376K |
AMDADVANCED MICRO DEVICES INC | $370K |
BDXBECTON DICKINSON & CO | $370K |
VONGVANGUARD SCOTTSDALE FDS | $366K |
NOBLPROSHARES TR | $366K |
UPSUNITED PARCEL SERVICE INC | $365K |
SCHZSCHWAB STRATEGIC TR | $363K |
CLOIVANECK ETF TRUST | $361K |
BF/BBROWN FORMAN CORP | $358K |
DWDMORGAN STANLEY | $357K |
EEMISHARES TR | $357K |
EMNTPIMCO ETF TR | $346K |
UNHUNITEDHEALTH GROUP INC | $345K |
IUSGISHARES TR | $342K |
MDYSPDR S&P MIDCAP 400 ETF TR | $339K |
SCHESCHWAB STRATEGIC TR | $337K |
EDCONSOLIDATED EDISON INC | $337K |
MORTVANECK ETF TRUST | $335K |
IBDVISHARES TR | $334K |
SPMDSPDR SER TR | $330K |
IGSBISHARES TR | $328K |
IYHISHARES TR | $327K |
IWOISHARES TR | $327K |
MLPXGLOBAL X FDS | $325K |
AMGNAMGEN INC | $323K |
VRTVERTIV HOLDINGS CO | $320K |
SHELSHELL PLC | $320K |
UNPUNION PAC CORP | $320K |
IWRISHARES TR | $319K |
PKGPACKAGING CORP AMER | $318K |
PLTRPALANTIR TECHNOLOGIES INC | $316K |
NUSCNUSHARES ETF TR | $315K |
VCLTVANGUARD SCOTTSDALE FDS | $315K |
SCHHSCHWAB STRATEGIC TR | $312K |
PEYINVESCO EXCHANGE TRADED FD T | $311K |
TMOTHERMO FISHER SCIENTIFIC INC | $311K |
SPYVSPDR SER TR | $303K |
MOALTRIA GROUP INC | $303K |
BIIBBIOGEN INC | $302K |
MGKVANGUARD WORLD FD | $301K |
LRCXLAM RESEARCH CORP | $292K |
SPEMSPDR INDEX SHS FDS | $291K |
DMLPDORCHESTER MINERALS LP | $290K |