SAX WEALTH ADVISORS, LLC Q1 2024 Filing
Filed May 14, 2024
Portfolio Value
$856.0B
Holdings
190
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (190 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | NUENUCOR CORP | 1,700 | $0 | 0.00% | |
| 102 | EPDENTERPRISE PRODS PARTNERS L | 8,458 | $0 | 0.00% | |
| 103 | VCITVANGUARD SCOTTSDALE FDS | 5,878 | $0 | 0.00% | |
| 104 | VYMIVANGUARD WHITEHALL FDS | 6,812 | $0 | 0.00% | |
| 105 | HYDBISHARES TR | 8,476 | $0 | 0.00% | |
| 106 | ARMKARAMARK | 12,933 | $0 | 0.00% | |
| 107 | EVNEATON VANCE MUNI INCOME TRUS | 10,208 | $0 | 0.00% | |
| 108 | DFICDIMENSIONAL ETF TRUST | 19,157 | $0 | 0.00% | |
| 109 | BIVVANGUARD BD INDEX FDS | 4,961 | $0 | 0.00% | |
| 110 | SCHVSCHWAB STRATEGIC TR | 12,317 | $0 | 0.00% | |
| 111 | IXUSISHARES TR | 10,810 | $0 | 0.00% | |
| 112 | TELTE CONNECTIVITY LTD | 1,600 | $0 | 0.00% | |
| 113 | MOALTRIA GROUP INC | 6,246 | $0 | 0.00% | |
| 114 | AOAISHARES TR | 4,021 | $0 | 0.00% | |
| 115 | VTVANGUARD INTL EQUITY INDEX F | 7,572 | $0 | 0.00% | |
| 116 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 1,848 | $0 | 0.00% | |
| 117 | WMTWALMART INC | 6,851 | $0 | 0.00% | |
| 118 | VOOGVANGUARD ADMIRAL FDS INC | 1,862 | $0 | 0.00% | |
| 119 | ESMLISHARES TR | 10,279 | $0 | 0.00% | |
| 120 | AVGOBROADCOM INC | 269 | $0 | 0.00% | |
| 121 | EMBISHARES TR | 2,350 | $0 | 0.00% | |
| 122 | XAODXABRDN TOTAL DYNAMIC DIVIDEND | 17,420 | $0 | 0.00% | |
| 123 | VVISA INC | 788 | $0 | 0.00% | |
| 124 | MGKVANGUARD WORLD FD | 972 | $0 | 0.00% | |
| 125 | VGLTVANGUARD SCOTTSDALE FDS | 5,597 | $0 | 0.00% | |
| 126 | TSLATESLA INC | 1,990 | $0 | 0.00% | |
| 127 | CLCOLGATE PALMOLIVE CO | 2,437 | $0 | 0.00% | |
| 128 | LRCXEURLAM RESEARCH CORP | 339 | $0 | 0.00% | |
| 129 | EFIVSPDR SER TR | 15,750 | $0 | 0.00% | |
| 130 | RJFRAYMOND JAMES FINL INC | 1,710 | $0 | 0.00% | |
| 131 | TMUST-MOBILE US INC | 5,130 | $0 | 0.00% | |
| 132 | NFLXNETFLIX INC | 1,321 | $0 | 0.00% | |
| 133 | SUSAISHARES TR | 6,566 | $0 | 0.00% | |
| 134 | ABALLIANCEBERNSTEIN HLDG L P | 8,488 | $0 | 0.00% | |
| 135 | VSGXVANGUARD WORLD FD | 5,565 | $0 | 0.00% | |
| 136 | DISVDIMENSIONAL ETF TRUST | 26,804 | $0 | 0.00% | |
| 137 | IWNISHARES TR | 5,148 | $0 | 0.00% | |
| 138 | PEPPEPSICO INC | 3,852 | $0 | 0.00% | |
| 139 | CATCATERPILLAR INC | 650 | $0 | 0.00% | |
| 140 | VLYVALLEY NATL BANCORP | 30,588 | $0 | 0.00% | |
| 141 | IWRISHARES TR | 3,639 | $0 | 0.00% | |
| 142 | USHYISHARES TR | 20,005 | $0 | 0.00% | |
| 143 | SPMDSPDR SER TR | 5,025 | $0 | 0.00% | |
| 144 | SHELSHELL PLC | 3,924 | $0 | 0.00% | |
| 145 | EEMSISHARES INC | 15,061 | $0 | 0.00% | |
| 146 | MOATVANECK ETF TRUST | 7,127 | $0 | 0.00% | |
| 147 | EMNTPIMCO ETF TR | 2,875 | $0 | 0.00% | |
| 148 | SHYISHARES TR | 5,921 | $0 | 0.00% | |
| 149 | SCHCSCHWAB STRATEGIC TR | 6,800 | $0 | 0.00% | |
| 150 | ETNEATON CORP PLC | 1,229 | $0 | 0.00% | |
| 151 | DCORDIMENSIONAL ETF TRUST | 8,684 | $0 | 0.00% | |
| 152 | DFISDIMENSIONAL ETF TRUST | 34,871 | $0 | 0.00% | |
| 153 | VYMVANGUARD WHITEHALL FDS | 3,582 | $0 | 0.00% | |
| 154 | VBVANGUARD INDEX FDS | 2,725 | $0 | 0.00% | |
| 155 | CRMSALESFORCE INC | 775 | $0 | 0.00% | |
| 156 | IBMINTERNATIONAL BUSINESS MACHS | 3,756 | $0 | 0.00% | |
| 157 | VVVANGUARD INDEX FDS | 1,926 | $0 | 0.00% | |
| 158 | INTCINTEL CORP | 10,711 | $0 | 0.00% | |
| 159 | PANWPALO ALTO NETWORKS INC | 833 | $0 | 0.00% | |
| 160 | VTCVANGUARD SCOTTSDALE FDS | 6,519 | $0 | 0.00% | |
| 161 | MUJBLACKROCK MUNIHLDGS NJ QLTY | 17,342 | $0 | 0.00% | |
| 162 | VBRVANGUARD INDEX FDS | 2,446 | $0 | 0.00% | |
| 163 | VTEBVANGUARD MUN BD FDS | 18,322 | $0 | 0.00% | |
| 164 | VWOVANGUARD INTL EQUITY INDEX F | 16,461 | $0 | 0.00% | |
| 165 | ORCLORACLE CORP | 1,878 | $0 | 0.00% | |
| 166 | CTEFEA SERIES TRUST | 28,483 | $0 | 0.00% | |
| 167 | TAT&T INC | 29,254 | $0 | 0.00% | |
| 168 | ADAMNEW YORK MTG TR INC | 23,377 | $0 | 0.00% | |
| 169 | GSLCGOLDMAN SACHS ETF TR | 3,146 | $0 | 0.00% | |
| 170 | 4I1PHILIP MORRIS INTL INC | 5,732 | $0 | 0.00% | |
| 171 | EFAISHARES TR | 8,758 | $0 | 0.00% | |
| 172 | BMYBRISTOL-MYERS SQUIBB CO | 13,700 | $0 | 0.00% | |
| 173 | PGPROCTER AND GAMBLE CO | 4,444 | $0 | 0.00% | |
| 174 | XEXGXEATON VANCE TAX-MANAGED GLOB | 11,142 | $0 | 0.00% | |
| 175 | VRTVERTIV HOLDINGS CO | 3,340 | $0 | 0.00% | |
| 176 | DONSPDR DOW JONES INDL AVERAGE | 1,794 | $0 | 0.00% | |
| 177 | NOWSERVICENOW INC | 419 | $0 | 0.00% | |
| 178 | HDHOME DEPOT INC | 1,406 | $0 | 0.00% | |
| 179 | VXUSVANGUARD STAR FDS | 3,376 | $0 | 0.00% | |
| 180 | BACVERIZON COMMUNICATIONS INC | 9,978 | $0 | 0.00% | |
| 181 | IVWISHARES TR | 5,775 | $0 | 0.00% | |
| 182 | VBKVANGUARD INDEX FDS | 1,151 | $0 | 0.00% | |
| 183 | BSVVANGUARD BD INDEX FDS | 3,443 | $0 | 0.00% | |
| 184 | GOOGLALPHABET INC | 4,956 | $0 | 0.00% | |
| 185 | MDYSPDR S&P MIDCAP 400 ETF TR | 381 | $0 | 0.00% | |
| 186 | FDMOFIDELITY COVINGTON TRUST | 10,090 | $0 | 0.00% | |
| 187 | QQQEDIREXION SHS ETF TR | 5,905 | $0 | 0.00% | |
| 188 | XLFSELECT SECTOR SPDR TR | 20,398 | $0 | 0.00% | |
| 189 | SCZISHARES TR | 14,449 | $0 | 0.00% | |
| 190 | BXBLACKSTONE INC | 5,948 | $0 | 0.00% |
PreviousPage 2 of 2