SAX WEALTH ADVISORS, LLC Q1 2025 Filing
Filed May 14, 2025
Portfolio Value
$1.4T
Holdings
360
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (360 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | MUBISHARES TR | 15,215 | $1.6B | 0.11% | |
| 102 | CVXCHEVRON CORP NEW | 9,108 | $1.5B | 0.11% | |
| 103 | SPYDSPDR SER TR | 33,723 | $1.5B | 0.11% | |
| 104 | EFAISHARES TR | 18,258 | $1.5B | 0.11% | |
| 105 | ABBVABBVIE INC | 7,070 | $1.5B | 0.11% | |
| 106 | XLESELECT SECTOR SPDR TR | 15,822 | $1.5B | 0.11% | |
| 107 | GEGE AEROSPACE | 7,384 | $1.5B | 0.11% | |
| 108 | AMATAPPLIED MATLS INC | 10,064 | $1.5B | 0.10% | |
| 109 | DFEVDIMENSIONAL ETF TRUST | 53,803 | $1.5B | 0.10% | |
| 110 | EEMSISHARES INC | 26,068 | $1.4B | 0.10% | |
| 111 | 4I1PHILIP MORRIS INTL INC | 8,858 | $1.4B | 0.10% | |
| 112 | VTVANGUARD INTL EQUITY INDEX F | 11,971 | $1.4B | 0.10% | |
| 113 | IBMINTERNATIONAL BUSINESS MACHS | 5,533 | $1.4B | 0.10% | |
| 114 | SCHXSCHWAB STRATEGIC TR | 61,663 | $1.4B | 0.10% | |
| 115 | ADIANALOG DEVICES INC | 6,676 | $1.3B | 0.10% | |
| 116 | COSTCOSTCO WHSL CORP NEW | 1,412 | $1.3B | 0.10% | |
| 117 | AVGOBROADCOM INC | 7,953 | $1.3B | 0.10% | |
| 118 | BIZDVANECK ETF TRUST | 78,179 | $1.3B | 0.09% | |
| 119 | IWPISHARES TR | 11,064 | $1.3B | 0.09% | |
| 120 | PFFISHARES TR | 41,792 | $1.3B | 0.09% | |
| 121 | SPHQINVESCO EXCHANGE TRADED FD T | 19,170 | $1.3B | 0.09% | |
| 122 | IAU*ISHARES GOLD TR | 21,168 | $1.2B | 0.09% | |
| 123 | DSIISHARES TR | 11,932 | $1.2B | 0.09% | |
| 124 | NEENEXTERA ENERGY INC | 16,782 | $1.2B | 0.09% | |
| 125 | SPYMSPDR SER TR | 18,080 | $1.2B | 0.09% | |
| 126 | WELLWELLTOWER INC | 7,719 | $1.2B | 0.08% | |
| 127 | USFRWISDOMTREE TR | 22,901 | $1.2B | 0.08% | |
| 128 | DCORDIMENSIONAL ETF TRUST | 18,418 | $1.1B | 0.08% | |
| 129 | IVOOVANGUARD ADMIRAL FDS INC | 11,277 | $1.1B | 0.08% | |
| 130 | TAT&T INC | 38,992 | $1.1B | 0.08% | |
| 131 | VPUVANGUARD WORLD FD | 6,447 | $1.1B | 0.08% | |
| 132 | SCZISHARES TR | 17,039 | $1.1B | 0.08% | |
| 133 | ESGDISHARES TR | 13,141 | $1.1B | 0.08% | |
| 134 | XTISHARES TR | 18,565 | $1.1B | 0.08% | |
| 135 | EFIVSPDR SER TR | 19,612 | $1.0B | 0.08% | |
| 136 | AVEMAMERICAN CENTY ETF TR | 17,304 | $1.0B | 0.07% | |
| 137 | DC4DEXCOM INC | 15,137 | $1.0B | 0.07% | |
| 138 | JCIJOHNSON CTLS INTL PLC | 12,747 | $1.0B | 0.07% | |
| 139 | BACVERIZON COMMUNICATIONS INC | 22,413 | $1.0B | 0.07% | |
| 140 | ACNACCENTURE PLC IRELAND | 3,254 | $1.0B | 0.07% | |
| 141 | PHPARKER-HANNIFIN CORP | 1,654 | $1.0B | 0.07% | |
| 142 | VXUSVANGUARD STAR FDS | 15,915 | $988.3M | 0.07% | |
| 143 | OEFISHARES TR | 3,591 | $972.6M | 0.07% | |
| 144 | VTEBVANGUARD MUN BD FDS | 19,499 | $967.6M | 0.07% | |
| 145 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 4,623 | $958.1M | 0.07% | |
| 146 | PGPROCTER AND GAMBLE CO | 5,593 | $953.2M | 0.07% | |
| 147 | BSVVANGUARD BD INDEX FDS | 11,979 | $937.7M | 0.07% | |
| 148 | IWNISHARES TR | 6,149 | $928.4M | 0.07% | |
| 149 | GQ9SPDR GOLD TR | 3,204 | $923.2M | 0.07% | |
| 150 | VCSHVANGUARD SCOTTSDALE FDS | 11,685 | $922.4M | 0.07% | |
| 151 | XLFSELECT SECTOR SPDR TR | 18,433 | $918.1M | 0.07% | |
| 152 | CRMSALESFORCE INC | 3,395 | $911.1M | 0.07% | |
| 153 | RSPTINVESCO EXCHANGE TRADED FD T | 26,209 | $896.3M | 0.06% | |
| 154 | CFLTCONFLUENT INC | 38,061 | $892.1M | 0.06% | |
| 155 | CA8ACACI INTL INC | 2,429 | $891.2M | 0.06% | |
| 156 | TSLATESLA INC | 3,422 | $886.9M | 0.06% | |
| 157 | XBILRBB FD INC | 17,669 | $886.5M | 0.06% | |
| 158 | SCHVSCHWAB STRATEGIC TR | 33,043 | $878.3M | 0.06% | |
| 159 | VVISA INC | 2,498 | $875.6M | 0.06% | |
| 160 | DISDISNEY WALT CO | 8,745 | $863.1M | 0.06% | |
| 161 | MRVLMARVELL TECHNOLOGY INC | 13,863 | $853.5M | 0.06% | |
| 162 | WMTWALMART INC | 9,714 | $852.8M | 0.06% | |
| 163 | BXBLACKSTONE INC | 6,075 | $849.2M | 0.06% | |
| 164 | CATCATERPILLAR INC | 2,562 | $844.9M | 0.06% | |
| 165 | PODDINSULET CORP | 3,217 | $844.8M | 0.06% | |
| 166 | ABTABBOTT LABS | 6,102 | $809.4M | 0.06% | |
| 167 | HDVISHARES TR | 6,591 | $798.4M | 0.06% | |
| 168 | VOOGVANGUARD ADMIRAL FDS INC | 2,286 | $764.8M | 0.05% | |
| 169 | EFGISHARES TR | 7,591 | $759.1M | 0.05% | |
| 170 | MRKMERCK & CO INC | 8,399 | $753.9M | 0.05% | |
| 171 | BILSPDR SER TR | 8,168 | $749.3M | 0.05% | |
| 172 | IXUSISHARES TR | 10,618 | $741.2M | 0.05% | |
| 173 | GSGOLDMAN SACHS GROUP INC | 1,332 | $727.6M | 0.05% | |
| 174 | HUBSHUBSPOT INC | 1,262 | $721.0M | 0.05% | |
| 175 | OBILRBB FD INC | 14,261 | $716.0M | 0.05% | |
| 176 | MOATVANECK ETF TRUST | 8,048 | $708.2M | 0.05% | |
| 177 | BIVVANGUARD BD INDEX FDS | 9,140 | $699.9M | 0.05% | |
| 178 | DHRDANAHER CORPORATION | 3,393 | $695.5M | 0.05% | |
| 179 | IVWISHARES TR | 7,431 | $689.8M | 0.05% | |
| 180 | DFICDIMENSIONAL ETF TRUST | 24,673 | $685.2M | 0.05% | |
| 181 | SCHWSCHWAB CHARLES CORP | 8,580 | $671.6M | 0.05% | |
| 182 | IGVISHARES TR | 7,545 | $671.4M | 0.05% | |
| 183 | ESMLISHARES TR | 17,431 | $669.5M | 0.05% | |
| 184 | AVGEAMERICAN CENTY ETF TR | 9,321 | $663.6M | 0.05% | |
| 185 | DONSPDR DOW JONES INDL AVERAGE | 1,577 | $662.1M | 0.05% | |
| 186 | DDOGDATADOG INC | 6,640 | $658.8M | 0.05% | |
| 187 | VYMVANGUARD WHITEHALL FDS | 5,083 | $655.5M | 0.05% | |
| 188 | ZTSZOETIS INC | 3,921 | $645.5M | 0.05% | |
| 189 | GLWCORNING INC | 13,808 | $632.1M | 0.05% | |
| 190 | QQQEDIREXION SHS ETF TR | 7,094 | $618.5M | 0.04% | |
| 191 | SPTSSPDR SER TR | 20,830 | $609.1M | 0.04% | |
| 192 | ETNEATON CORP PLC | 2,235 | $607.6M | 0.04% | |
| 193 | UBERUBER TECHNOLOGIES INC | 8,261 | $601.9M | 0.04% | |
| 194 | LINLINDE PLC | 1,292 | $601.5M | 0.04% | |
| 195 | SHOPSHOPIFY INC | 6,271 | $598.8M | 0.04% | |
| 196 | SHYISHARES TR | 7,166 | $592.8M | 0.04% | |
| 197 | DFISDIMENSIONAL ETF TRUST | 22,596 | $583.9M | 0.04% | |
| 198 | SGOVISHARES TR | 5,779 | $581.8M | 0.04% | |
| 199 | IWSISHARES TR | 4,574 | $576.2M | 0.04% | |
| 200 | IDXXIDEXX LABS INC | 1,370 | $575.3M | 0.04% |