SAX WEALTH ADVISORS, LLC Q2 2025 Filing

Filed July 23, 2025

Portfolio Value

$1.7B

Holdings

422

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (422 positions)

#	Stock	Shares	Value	% Portfolio
401	SPABSPDR SERIES TRUST	8,385	$215K	0.01%
402	AQLTISHARES TR	9,274	$213K	0.01%
403	IYCISHARES TR	2,124	$212K	0.01%
404	HYMBSPDR SERIES TRUST	8,488	$210K	0.01%
405	DUKDUKE ENERGY CORP NEW	1,773	$209K	0.01%
406	RJFRAYMOND JAMES FINL INC	1,345	$206K	0.01%
407	IEIISHARES TR	1,725	$205K	0.01%
408	COPCONOCOPHILLIPS	2,286	$205K	0.01%
409	ENBENBRIDGE INC	4,480	$203K	0.01%
410	SLYVSPDR SERIES TRUST	2,518	$201K	0.01%
411	VLYVALLEY NATL BANCORP	22,481	$201K	0.01%
412	VXFVANGUARD INDEX FDS	1,039	$200K	0.01%
413	PGXINVESCO EXCH TRADED FD TR II	17,509	$195K	0.01%
414	KEYKEYCORP	11,049	$192K	0.01%
415	MUJBLACKROCK MUNIHLDGS NJ QLTY	17,342	$190K	0.01%
416	ICLNISHARES TR	11,789	$155K	0.01%
417	XEXGXEATON VANCE TAX-MANAGED GLOB	17,242	$151K	0.01%
418	USALIBERTY ALL STAR EQUITY FD	16,760	$114K	0.01%
419	EVNEATON VANCE MUNI INCOME TRUS	10,208	$104K	0.01%
420	XJQCXNUVEEN CR STRATEGIES INCOME	12,374	$67K	0.00%
421	WULFTERAWULF INC	11,141	$49K	0.00%
422	OPKOPKO HEALTH INC	20,160	$27K	0.00%

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