SAX WEALTH ADVISORS, LLC Q2 2025 Filing
Filed July 23, 2025
Portfolio Value
$1.7T
Holdings
422
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (422 positions)
| Stock | Value |
|---|---|
PZTINVESCO EXCH TRADED FD TR II | $781.5M |
HDVISHARES TR | $772.3M |
SUBISHARES TR | $767.6M |
AMLPALPS ETF TR | $761.7M |
MOATVANECK ETF TRUST | $754.8M |
USFRWISDOMTREE TR | $754.7M |
BSCRINVESCO EXCH TRD SLF IDX FD | $749.5M |
XTISHARES TR | $736.2M |
SHOPSHOPIFY INC | $732.4M |
GLWCORNING INC | $729.5M |
BSCSINVESCO EXCH TRD SLF IDX FD | $725.0M |
VCLTVANGUARD SCOTTSDALE FDS | $723.4M |
HYGISHARES TR | $718.9M |
IBITISHARES BITCOIN TRUST ETF | $697.4M |
OBILRBB FD INC | $693.0M |
VYMVANGUARD WHITEHALL FDS | $677.6M |
BSCTINVESCO EXCH TRD SLF IDX FD | $676.2M |
QQQEDIREXION SHS ETF TR | $673.8M |
BSCQINVESCO EXCH TRD SLF IDX FD | $659.4M |
AXPAMERICAN EXPRESS CO | $653.1M |
CMECME GROUP INC | $648.3M |
TFISPDR SERIES TRUST | $642.8M |
FTNTFORTINET INC | $642.7M |
TMOTHERMO FISHER SCIENTIFIC INC | $640.2M |
LINLINDE PLC | $635.5M |
ESMLISHARES TR | $631.8M |
HONHONEYWELL INTL INC | $629.6M |
IWSISHARES TR | $622.7M |
XYLXYLEM INC | $617.7M |
XLFISELECT SECTOR SPDR TR | $614.7M |
DHRDANAHER CORPORATION | $611.7M |
VYMIVANGUARD WHITEHALL FDS | $605.3M |
DFISDIMENSIONAL ETF TRUST | $584.8M |
BSCUINVESCO EXCH TRD SLF IDX FD | $584.1M |
DWDMORGAN STANLEY | $575.7M |
TKOTKO GROUP HOLDINGS INC | $568.6M |
PEGPUBLIC SVC ENTERPRISE GRP IN | $565.8M |
IWNISHARES TR | $562.4M |
HACKAMPLIFY ETF TR | $559.2M |
VRTVERTIV HOLDINGS CO | $556.6M |
TRVTRAVELERS COMPANIES INC | $554.0M |
ZTSZOETIS INC | $547.5M |
BILSPDR SERIES TRUST | $545.4M |
CTEFEA SERIES TRUST | $543.9M |
IGROISHARES TR | $541.2M |
LLYELI LILLY & CO | $537.0M |
EOGEOG RES INC | $535.7M |
AMDADVANCED MICRO DEVICES INC | $535.7M |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $526.3M |
VBRVANGUARD INDEX FDS | $525.3M |
DGROISHARES TR | $519.7M |
BIVVANGUARD BD INDEX FDS | $518.5M |
FDMOFIDELITY COVINGTON TRUST | $516.7M |
ARCCARES CAPITAL CORP | $511.9M |
EMXCISHARES INC | $510.6M |
PNCPNC FINL SVCS GROUP INC | $507.1M |
IHIISHARES TR | $505.3M |
IWBISHARES TR | $502.0M |
BKBANK NEW YORK MELLON CORP | $499.3M |
MBBISHARES TR | $496.3M |
SPTSSPDR SERIES TRUST | $494.4M |
JQUAJ P MORGAN EXCHANGE TRADED F | $491.3M |
VUSBVANGUARD BD INDEX FDS | $486.8M |
EEMISHARES TR | $478.8M |
IWMISHARES TR | $473.8M |
BKNGBOOKING HOLDINGS INC | $473.0M |
PFEPFIZER INC | $469.4M |
TJXTJX COS INC NEW | $468.3M |
UBSUBS GROUP AG | $465.8M |
VSGXVANGUARD WORLD FD | $465.8M |
MPCMARATHON PETE CORP | $464.4M |
TLHISHARES TR | $462.7M |
HCAHCA HEALTHCARE INC | $458.0M |
TRMBTRIMBLE INC | $444.5M |
AVGEAMERICAN CENTY ETF TR | $444.4M |
MTDMETTLER TOLEDO INTERNATIONAL | $437.0M |
RYROYAL BK CDA | $436.9M |
BAC 7.25 PERP LBANK AMERICA CORP | $436.7M |
VTEBVANGUARD MUN BD FDS | $422.9M |
SCHZSCHWAB STRATEGIC TR | $419.3M |
ESGEISHARES INC | $419.3M |
BSCVINVESCO EXCH TRD SLF IDX FD | $418.3M |
BLKBLACKROCK INC | $416.2M |
BIIBBIOGEN INC | $413.0M |
SHYISHARES TR | $412.8M |
JPSTJ P MORGAN EXCHANGE TRADED F | $409.8M |
SCHDSCHWAB STRATEGIC TR | $405.5M |
IEMGISHARES INC | $400.8M |
AVLVAMERICAN CENTY ETF TR | $399.7M |
SCHGSCHWAB STRATEGIC TR | $399.1M |
LRCXLAM RESEARCH CORP | $395.1M |
VONGVANGUARD SCOTTSDALE FDS | $385.6M |
IBMOISHARES TR | $384.9M |
SBUXSTARBUCKS CORP | $382.8M |
IBMPISHARES TR | $382.5M |
IBDWISHARES TR | $380.4M |
UNPUNION PAC CORP | $380.0M |
IWOISHARES TR | $379.2M |
IYHISHARES TR | $378.4M |
IAUISHARES TR | $375.4M |