SAX WEALTH ADVISORS, LLC Q2 2025 Filing
Filed July 23, 2025
Portfolio Value
$1.7T
Holdings
422
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (422 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 401 | SPABSPDR SERIES TRUST | 8,385 | $214.7M | 0.01% | |
| 402 | AQLTISHARES TR | 9,274 | $213.1M | 0.01% | |
| 403 | IYCISHARES TR | 2,124 | $211.6M | 0.01% | |
| 404 | HYMBSPDR SERIES TRUST | 8,488 | $210.3M | 0.01% | |
| 405 | DUKDUKE ENERGY CORP NEW | 1,773 | $209.3M | 0.01% | |
| 406 | RJFRAYMOND JAMES FINL INC | 1,345 | $206.3M | 0.01% | |
| 407 | IEIISHARES TR | 1,725 | $205.4M | 0.01% | |
| 408 | COPCONOCOPHILLIPS | 2,286 | $205.2M | 0.01% | |
| 409 | ENBENBRIDGE INC | 4,480 | $203.1M | 0.01% | |
| 410 | SLYVSPDR SERIES TRUST | 2,518 | $200.8M | 0.01% | |
| 411 | VLYVALLEY NATL BANCORP | 22,481 | $200.8M | 0.01% | |
| 412 | VXFVANGUARD INDEX FDS | 1,039 | $200.2M | 0.01% | |
| 413 | PGXINVESCO EXCH TRADED FD TR II | 17,509 | $194.9M | 0.01% | |
| 414 | KEYKEYCORP | 11,049 | $192.5M | 0.01% | |
| 415 | MUJBLACKROCK MUNIHLDGS NJ QLTY | 17,342 | $189.9M | 0.01% | |
| 416 | ICLNISHARES TR | 11,789 | $154.6M | 0.01% | |
| 417 | XEXGXEATON VANCE TAX-MANAGED GLOB | 17,242 | $150.9M | 0.01% | |
| 418 | USALIBERTY ALL STAR EQUITY FD | 16,760 | $114.1M | 0.01% | |
| 419 | EVNEATON VANCE MUNI INCOME TRUS | 10,208 | $104.4M | 0.01% | |
| 420 | XJQCXNUVEEN CR STRATEGIES INCOME | 12,374 | $66.7M | 0.00% | |
| 421 | WULFTERAWULF INC | 11,141 | $48.8M | 0.00% | |
| 422 | OPKOPKO HEALTH INC | 20,160 | $26.6M | 0.00% |
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