SAX WEALTH ADVISORS, LLC Q4 2024 Filing

Filed January 15, 2025

Portfolio Value

$1.3B

Holdings

328

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (328 positions)

StockValue
INDAISHARES TR
$236K
BGBUNGE GLOBAL SA
$236K
ICEINTERCONTINENTAL EXCHANGE IN
$235K
SCHCSCHWAB STRATEGIC TR
$233K
SMINISHARES TR
$228K
IGIBISHARES TR
$220K
AIVLWISDOMTREE TR
$219K
XJHISHARES TR
$218K
VLYVALLEY NATL BANCORP
$218K
EPDENTERPRISE PRODS PARTNERS L
$215K
SUSCISHARES TR
$214K
ESGUISHARES TR
$213K
DOWDOW INC
$209K
MRSHMARSH & MCLENNAN COS INC
$204K
IYCISHARES TR
$204K
SLYVSPDR SER TR
$203K
SCHDSCHWAB STRATEGIC TR
$203K
IGSBISHARES TR
$202K
NUENUCOR CORP
$202K
RJFRAYMOND JAMES FINL INC
$200K
MUJBLACKROCK MUNIHLDGS NJ QLTY
$192K
XAODXABRDN TOTAL DYNAMIC DIVIDEND
$147K
ICLNISHARES TR
$142K
USALIBERTY ALL STAR EQUITY FD
$116K
EVNEATON VANCE MUNI INCOME TRUS
$103K
XEXGXEATON VANCE TAX-MANAGED GLOB
$91K
XJQCXNUVEEN CR STRATEGIES INCOME
$70K
OPKOPKO HEALTH INC
$30K
PreviousPage 4 of 4