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 |
|---|---|---|---|---|---|
| 301 | NVONOVO-NORDISK A S | 4,142 | $287.6M | 0.02% | |
| 302 | PFEPFIZER INC | 11,299 | $286.3M | 0.02% | |
| 303 | INTCINTEL CORP | 12,437 | $282.5M | 0.02% | |
| 304 | GWWGRAINGER W W INC | 285 | $281.5M | 0.02% | |
| 305 | DEDEERE & CO | 598 | $280.9M | 0.02% | |
| 306 | AOAISHARES TR | 3,659 | $279.9M | 0.02% | |
| 307 | DEHPDIMENSIONAL ETF TRUST | 11,053 | $278.8M | 0.02% | |
| 308 | WFCWELLS FARGO CO NEW | 3,869 | $277.7M | 0.02% | |
| 309 | MRSHMARSH & MCLENNAN COS INC | 1,119 | $273.1M | 0.02% | |
| 310 | EAOAISHARES TR | 7,690 | $272.1M | 0.02% | |
| 311 | FVDFIRST TR VALUE LINE DIVID IN | 6,093 | $271.7M | 0.02% | |
| 312 | EMBISHARES TR | 2,989 | $270.8M | 0.02% | |
| 313 | WFC 7.5 PERP LWELLS FARGO CO NEW | 225 | $270.2M | 0.02% | |
| 314 | CRWDCROWDSTRIKE HLDGS INC | 750 | $264.4M | 0.02% | |
| 315 | VCITVANGUARD SCOTTSDALE FDS | 3,200 | $261.6M | 0.02% | |
| 316 | FFORD MTR CO | 25,104 | $251.8M | 0.02% | |
| 317 | GILDGILEAD SCIENCES INC | 2,217 | $248.4M | 0.02% | |
| 318 | XJHISHARES TR | 6,334 | $247.5M | 0.02% | |
| 319 | SCHMSCHWAB STRATEGIC TR | 9,384 | $245.9M | 0.02% | |
| 320 | EPDENTERPRISE PRODS PARTNERS L | 7,163 | $244.6M | 0.02% | |
| 321 | SCHCSCHWAB STRATEGIC TR | 6,800 | $244.0M | 0.02% | |
| 322 | TELTE CONNECTIVITY PLC | 1,715 | $242.4M | 0.02% | |
| 323 | SBUXSTARBUCKS CORP | 2,439 | $239.3M | 0.02% | |
| 324 | FNDXSCHWAB STRATEGIC TR | 10,128 | $239.1M | 0.02% | |
| 325 | BABOEING CO | 1,398 | $238.4M | 0.02% | |
| 326 | WMWASTE MGMT INC DEL | 1,024 | $237.0M | 0.02% | |
| 327 | PCEFINVESCO EXCH TRADED FD TR II | 12,500 | $235.6M | 0.02% | |
| 328 | SPABSPDR SER TR | 9,219 | $235.5M | 0.02% | |
| 329 | TJXTJX COS INC NEW | 1,932 | $235.3M | 0.02% | |
| 330 | QCOMQUALCOMM INC | 1,528 | $234.8M | 0.02% | |
| 331 | ABALLIANCEBERNSTEIN HLDG L P | 6,117 | $234.3M | 0.02% | |
| 332 | FLRNSPDR SER TR | 7,579 | $233.6M | 0.02% | |
| 333 | INDAISHARES TR | 4,474 | $230.3M | 0.02% | |
| 334 | DDOMINION ENERGY INC | 4,092 | $229.4M | 0.02% | |
| 335 | SYKSTRYKER CORPORATION | 614 | $228.7M | 0.02% | |
| 336 | DFIPDIMENSIONAL ETF TRUST | 5,393 | $227.1M | 0.02% | |
| 337 | AIVLWISDOMTREE TR | 2,057 | $225.9M | 0.02% | |
| 338 | VBKVANGUARD INDEX FDS | 881 | $221.8M | 0.02% | |
| 339 | COPCONOCOPHILLIPS | 2,106 | $221.2M | 0.02% | |
| 340 | SUSCISHARES TR | 9,435 | $217.6M | 0.02% | |
| 341 | ROSTROSS STORES INC | 1,695 | $216.6M | 0.02% | |
| 342 | NOWSERVICENOW INC | 269 | $214.2M | 0.02% | |
| 343 | PGXINVESCO EXCH TRADED FD TR II | 19,056 | $213.8M | 0.02% | |
| 344 | DUKDUKE ENERGY CORP NEW | 1,744 | $212.7M | 0.02% | |
| 345 | NUENUCOR CORP | 1,763 | $212.2M | 0.02% | |
| 346 | LOWLOWES COS INC | 898 | $209.3M | 0.01% | |
| 347 | ICEINTERCONTINENTAL EXCHANGE IN | 1,209 | $208.6M | 0.01% | |
| 348 | VLYVALLEY NATL BANCORP | 23,292 | $207.1M | 0.01% | |
| 349 | VXFVANGUARD INDEX FDS | 1,202 | $207.1M | 0.01% | |
| 350 | CBCHUBB LIMITED | 674 | $203.5M | 0.01% | |
| 351 | SMINISHARES TR | 2,986 | $203.3M | 0.01% | |
| 352 | ENBENBRIDGE INC | 4,516 | $200.1M | 0.01% | |
| 353 | MUJBLACKROCK MUNIHLDGS NJ QLTY | 17,342 | $195.1M | 0.01% | |
| 354 | KEYKEYCORP | 11,717 | $187.4M | 0.01% | |
| 355 | ICLNISHARES TR | 12,504 | $142.8M | 0.01% | |
| 356 | USALIBERTY ALL STAR EQUITY FD | 16,760 | $109.8M | 0.01% | |
| 357 | EVNEATON VANCE MUNI INCOME TRUS | 10,208 | $104.7M | 0.01% | |
| 358 | XEXGXEATON VANCE TAX-MANAGED GLOB | 11,142 | $90.7M | 0.01% | |
| 359 | XJQCXNUVEEN CR STRATEGIES INCOME | 12,374 | $66.6M | 0.00% | |
| 360 | OPKOPKO HEALTH INC | 20,110 | $33.4M | 0.00% |
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