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	Shares	Value	% Portfolio
301	NVONOVO-NORDISK A S	4,142	$288K	0.02%
302	PFEPFIZER INC	11,299	$286K	0.02%
303	INTCINTEL CORP	12,437	$282K	0.02%
304	GWWGRAINGER W W INC	285	$282K	0.02%
305	DEDEERE & CO	598	$281K	0.02%
306	AOAISHARES TR	3,659	$280K	0.02%
307	DEHPDIMENSIONAL ETF TRUST	11,053	$279K	0.02%
308	WFCWELLS FARGO CO NEW	3,869	$278K	0.02%
309	MRSHMARSH & MCLENNAN COS INC	1,119	$273K	0.02%
310	EAOAISHARES TR	7,690	$272K	0.02%
311	FVDFIRST TR VALUE LINE DIVID IN	6,093	$272K	0.02%
312	EMBISHARES TR	2,989	$271K	0.02%
313	WFC 7.5 PERP LWELLS FARGO CO NEW	225	$270K	0.02%
314	CRWDCROWDSTRIKE HLDGS INC	750	$264K	0.02%
315	VCITVANGUARD SCOTTSDALE FDS	3,200	$262K	0.02%
316	FFORD MTR CO	25,104	$252K	0.02%
317	GILDGILEAD SCIENCES INC	2,217	$248K	0.02%
318	XJHISHARES TR	6,334	$247K	0.02%
319	SCHMSCHWAB STRATEGIC TR	9,384	$246K	0.02%
320	EPDENTERPRISE PRODS PARTNERS L	7,163	$245K	0.02%
321	SCHCSCHWAB STRATEGIC TR	6,800	$244K	0.02%
322	TELTE CONNECTIVITY PLC	1,715	$242K	0.02%
323	SBUXSTARBUCKS CORP	2,439	$239K	0.02%
324	FNDXSCHWAB STRATEGIC TR	10,128	$239K	0.02%
325	BABOEING CO	1,398	$238K	0.02%
326	WMWASTE MGMT INC DEL	1,024	$237K	0.02%
327	PCEFINVESCO EXCH TRADED FD TR II	12,500	$236K	0.02%
328	SPABSPDR SER TR	9,219	$235K	0.02%
329	TJXTJX COS INC NEW	1,932	$235K	0.02%
330	QCOMQUALCOMM INC	1,528	$235K	0.02%
331	ABALLIANCEBERNSTEIN HLDG L P	6,117	$234K	0.02%
332	FLRNSPDR SER TR	7,579	$234K	0.02%
333	INDAISHARES TR	4,474	$230K	0.02%
334	DDOMINION ENERGY INC	4,092	$229K	0.02%
335	SYKSTRYKER CORPORATION	614	$229K	0.02%
336	DFIPDIMENSIONAL ETF TRUST	5,393	$227K	0.02%
337	AIVLWISDOMTREE TR	2,057	$226K	0.02%
338	VBKVANGUARD INDEX FDS	881	$222K	0.02%
339	COPCONOCOPHILLIPS	2,106	$221K	0.02%
340	SUSCISHARES TR	9,435	$218K	0.02%
341	ROSTROSS STORES INC	1,695	$217K	0.02%
342	NOWSERVICENOW INC	269	$214K	0.02%
343	PGXINVESCO EXCH TRADED FD TR II	19,056	$214K	0.02%
344	DUKDUKE ENERGY CORP NEW	1,744	$213K	0.02%
345	NUENUCOR CORP	1,763	$212K	0.02%
346	LOWLOWES COS INC	898	$209K	0.01%
347	ICEINTERCONTINENTAL EXCHANGE IN	1,209	$209K	0.01%
348	VLYVALLEY NATL BANCORP	23,292	$207K	0.01%
349	VXFVANGUARD INDEX FDS	1,202	$207K	0.01%
350	CBCHUBB LIMITED	674	$204K	0.01%
351	SMINISHARES TR	2,986	$203K	0.01%
352	ENBENBRIDGE INC	4,516	$200K	0.01%
353	MUJBLACKROCK MUNIHLDGS NJ QLTY	17,342	$195K	0.01%
354	KEYKEYCORP	11,717	$187K	0.01%
355	ICLNISHARES TR	12,504	$143K	0.01%
356	USALIBERTY ALL STAR EQUITY FD	16,760	$110K	0.01%
357	EVNEATON VANCE MUNI INCOME TRUS	10,208	$105K	0.01%
358	XEXGXEATON VANCE TAX-MANAGED GLOB	11,142	$91K	0.01%
359	XJQCXNUVEEN CR STRATEGIES INCOME	12,374	$67K	0.00%
360	OPKOPKO HEALTH INC	20,110	$33K	0.00%

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