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 |
|---|---|
PLTRPALANTIR TECHNOLOGIES INC | $372.8M |
MDYSPDR S&P MIDCAP 400 ETF TR | $372.2M |
SPGIS&P GLOBAL INC | $369.3M |
SCHESCHWAB STRATEGIC TR | $368.7M |
BINCBLACKROCK ETF TRUST II | $367.0M |
LOWLOWES COS INC | $365.7M |
IWRISHARES TR | $361.8M |
QYLDGLOBAL X FDS | $360.1M |
XYLDGLOBAL X FDS | $357.1M |
MGKVANGUARD WORLD FD | $356.6M |
HOODROBINHOOD MKTS INC | $352.8M |
AMGNAMGEN INC | $350.0M |
DDOMINION ENERGY INC | $348.5M |
DEDEERE & CO | $347.5M |
EMNTPIMCO ETF TR | $345.7M |
DFIPDIMENSIONAL ETF TRUST | $344.6M |
CBCHUBB LIMITED | $341.6M |
ROSTROSS STORES INC | $340.9M |
AOAISHARES TR | $339.4M |
IBMQISHARES TR | $336.5M |
SGOVISHARES TR | $334.1M |
EDCONSOLIDATED EDISON INC | $328.8M |
MRSHMARSH & MCLENNAN COS INC | $326.3M |
IBDVISHARES TR | $326.0M |
TELTE CONNECTIVITY PLC | $324.7M |
INTUINTUIT | $322.2M |
DLNWISDOMTREE TR | $319.5M |
DONSPDR DOW JONES INDL AVERAGE | $318.5M |
MORTVANECK ETF TRUST | $316.8M |
TPLTEXAS PACIFIC LAND CORPORATI | $309.9M |
SPYVSPDR SERIES TRUST | $308.0M |
GEVGE VERNOVA INC | $306.2M |
DEHPDIMENSIONAL ETF TRUST | $304.4M |
SPMDSPDR SERIES TRUST | $304.4M |
LMTLOCKHEED MARTIN CORP | $304.1M |
GWWGRAINGER W W INC | $302.7M |
PKGPACKAGING CORP AMER | $302.7M |
SCHHSCHWAB STRATEGIC TR | $301.7M |
MOALTRIA GROUP INC | $300.1M |
ITWILLINOIS TOOL WKS INC | $298.4M |
EAOAISHARES TR | $296.4M |
PEYINVESCO EXCHANGE TRADED FD T | $295.9M |
SHELSHELL PLC | $293.1M |
SCHCSCHWAB STRATEGIC TR | $289.6M |
SCHFSCHWAB STRATEGIC TR | $289.0M |
DFSBDIMENSIONAL ETF TRUST | $288.5M |
MCOMOODYS CORP | $286.6M |
BF/BBROWN FORMAN CORP | $286.0M |
DFEBFIRST TR EXCHNG TRADED FD VI | $283.9M |
FVDFIRST TR EXCHANGE-TRADED FD | $283.7M |
QCOMQUALCOMM INC | $282.5M |
BMYBRISTOL-MYERS SQUIBB CO | $282.4M |
FFORD MTR CO | $281.5M |
SPEMSPDR INDEX SHS FDS | $280.2M |
WMWASTE MGMT INC DEL | $277.8M |
BDXBECTON DICKINSON & CO | $277.2M |
MIGAMICROSTRATEGY INC | $276.5M |
GILDGILEAD SCIENCES INC | $271.9M |
BABOEING CO | $271.4M |
DMLPDORCHESTER MINERALS LP | $268.8M |
PGRPROGRESSIVE CORP | $267.3M |
INTCINTEL CORP | $264.3M |
WFC 7.5 PERP LWELLS FARGO CO NEW | $264.2M |
UPSUNITED PARCEL SERVICE INC | $263.1M |
ACWXISHARES TR | $263.1M |
XJHISHARES TR | $262.9M |
ESGUISHARES TR | $261.5M |
VTIPVANGUARD MALVERN FDS | $259.9M |
VCITVANGUARD SCOTTSDALE FDS | $259.6M |
MLPXGLOBAL X FDS | $251.0M |
ABALLIANCEBERNSTEIN HLDG L P | $249.8M |
INDAISHARES TR | $249.1M |
TYLTYLER TECHNOLOGIES INC | $248.4M |
FNDXSCHWAB STRATEGIC TR | $247.8M |
PTCPTC INC | $246.4M |
GSSCGOLDMAN SACHS ETF TR | $246.3M |
ANETARISTA NETWORKS INC | $245.4M |
PCEFINVESCO EXCH TRADED FD TR II | $244.3M |
TRVCCITIGROUP INC | $241.7M |
EWJISHARES INC | $237.6M |
EPDENTERPRISE PRODS PARTNERS L | $237.3M |
EMBISHARES TR | $235.3M |
FLRNSPDR SERIES TRUST | $233.7M |
PYPLPAYPAL HLDGS INC | $233.5M |
KOCOCA COLA CO | $233.0M |
AIVLWISDOMTREE TR | $232.6M |
TXNTEXAS INSTRS INC | $232.5M |
CNRCANADIAN NATL RY CO | $230.8M |
SMINISHARES TR | $230.5M |
SUSCISHARES TR | $229.6M |
ICEINTERCONTINENTAL EXCHANGE IN | $229.1M |
NUENUCOR CORP | $228.9M |
NUSCNUSHARES ETF TR | $227.3M |
CHDCHURCH & DWIGHT CO INC | $226.6M |
SCHMSCHWAB STRATEGIC TR | $226.2M |
ICVTISHARES TR | $224.8M |
TDTORONTO DOMINION BK ONT | $223.9M |
ABGCENCORA INC | $221.6M |
UNHUNITEDHEALTH GROUP INC | $220.3M |
ADBEADOBE INC | $217.5M |