SAX WEALTH ADVISORS, LLC Q4 2025 Filing
Filed January 12, 2026
Portfolio Value
$2.1B
Holdings
488
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (488 positions)
| Stock | Value |
|---|---|
DGROISHARES TR | $475K |
HDVISHARES TR | $470K |
AMGNAMGEN INC | $468K |
JQUAJ P MORGAN EXCHANGE TRADED F | $468K |
BSCVINVESCO EXCH TRD SLF IDX FD | $468K |
QYLDGLOBAL X FDS | $467K |
NFJVIRTUS DIVIDEND INTEREST & P | $464K |
RRYDER SYS INC | $454K |
TELTE CONNECTIVITY PLC | $451K |
TRMBTRIMBLE INC | $445K |
AVLVAMERICAN CENTY ETF TR | $444K |
VONGVANGUARD SCOTTSDALE FDS | $441K |
ARCCARES CAPITAL CORP | $441K |
SCHDSCHWAB STRATEGIC TR | $439K |
MMM3M CO | $437K |
FTNTFORTINET INC | $437K |
IWRISHARES TR | $435K |
EDCONSOLIDATED EDISON INC | $435K |
TEITEMPLETON EMERGING MKTS INCO | $435K |
SCHZSCHWAB STRATEGIC TR | $431K |
TLHISHARES TR | $430K |
SPGIS&P GLOBAL INC | $428K |
COPCONOCOPHILLIPS | $425K |
IYHISHARES TR | $423K |
BABOEING CO | $422K |
IEMGISHARES INC | $422K |
SUSBISHARES TR | $421K |
OBILRBB FD INC | $416K |
BAC 7.25 PERP LBANK AMERICA CORP | $413K |
OREALTY INCOME CORP | $409K |
DUKDUKE ENERGY CORP NEW | $406K |
EWJISHARES INC | $405K |
VBRVANGUARD INDEX FDS | $404K |
BMYBRISTOL-MYERS SQUIBB CO | $403K |
AZNASTRAZENECA PLC | $403K |
SBUXSTARBUCKS CORP | $403K |
UNPUNION PAC CORP | $402K |
SCHESCHWAB STRATEGIC TR | $400K |
QCOMQUALCOMM INC | $400K |
AVGEAMERICAN CENTY ETF TR | $398K |
HWMHOWMET AEROSPACE INC | $396K |
LMTLOCKHEED MARTIN CORP | $394K |
IBMOISHARES TR | $391K |
SPTSSPDR SERIES TRUST | $387K |
JPSTJ P MORGAN EXCHANGE TRADED F | $387K |
SPMDSPDR SERIES TRUST | $383K |
SOSOUTHERN CO | $383K |
IBMPISHARES TR | $383K |
APHAMPHENOL CORP NEW | $382K |
MGKVANGUARD WORLD FD | $381K |
DFSBDIMENSIONAL ETF TRUST | $381K |
TRVCCITIGROUP INC | $381K |
IBMQISHARES TR | $376K |
NOBLPROSHARES TR | $376K |
FNDASCHWAB STRATEGIC TR | $368K |
KEYKEYCORP | $366K |
HEQJOHN HANCOCK DIVERSIFIED INC | $364K |
TXNTEXAS INSTRS INC | $361K |
ESGEISHARES INC | $355K |
ISCFISHARES TR | $354K |
ZTSZOETIS INC | $353K |
ADPAUTOMATIC DATA PROCESSING IN | $348K |
DEDEERE & CO | $347K |
NSCNORFOLK SOUTHN CORP | $345K |
BDXBECTON DICKINSON & CO | $344K |
SCHFSCHWAB STRATEGIC TR | $341K |
DLNWISDOMTREE TR | $340K |
PKGPACKAGING CORP AMER | $338K |
TDIVFIRST TR EXCHANGE TRADED FD | $338K |
FDXFEDEX CORP | $337K |
GILDGILEAD SCIENCES INC | $335K |
AOAISHARES TR | $329K |
ITA*ISHARES TR | $328K |
RMTROYCE MICRO-CAP TR INC | $327K |
MCKMCKESSON CORP | $326K |
MDTMEDTRONIC PLC | $324K |
ANETARISTA NETWORKS INC | $322K |
EAOAISHARES TR | $322K |
INTUINTUIT | $322K |
VTIPVANGUARD MALVERN FDS | $321K |
CBCHUBB LIMITED | $317K |
MORTVANECK ETF TRUST | $315K |
MCOMOODYS CORP | $313K |
GDGENERAL DYNAMICS CORP | $311K |
SCHCSCHWAB STRATEGIC TR | $310K |
EOGEOG RES INC | $308K |
DEHPDIMENSIONAL ETF TRUST | $308K |
MOALTRIA GROUP INC | $307K |
PRUPRUDENTIAL FINL INC | $305K |
ITWILLINOIS TOOL WKS INC | $305K |
EPDENTERPRISE PRODS PARTNERS L | $303K |
KOCOCA COLA CO | $303K |
KRKROGER CO | $303K |
JOFJAPAN SMALLER CAPITALIZATION | $301K |
NUENUCOR CORP | $300K |
IWOISHARES TR | $299K |
VSGXVANGUARD WORLD FD | $298K |
ACWXISHARES TR | $296K |
AEPAMERICAN ELEC PWR CO INC | $295K |
PEYINVESCO EXCHANGE TRADED FD T | $295K |