SAX WEALTH ADVISORS, LLC Q4 2020 Filing
Filed February 16, 2021
Portfolio Value
$217.5B
Holdings
133
Report Date
Q4 2020
Filing Type
13F-HR
All Holdings (133 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | PBCTEURPEOPLES UNITED FINANCIAL INC | 22,425 | $290.0M | 0.13% | |
| 102 | GQ9SPDR GOLD TR | 1,600 | $285.0M | 0.13% | |
| 103 | LRCXEURLAM RESEARCH CORP | 593 | $280.0M | 0.13% | |
| 104 | BABINVESCO EXCH TRADED FD TR II | 8,230 | $276.0M | 0.13% | |
| 105 | BHKBLACKROCK CORE BD TR | 16,561 | $270.0M | 0.12% | |
| 106 | 4I1PHILIP MORRIS INTL INC | 3,196 | $265.0M | 0.12% | |
| 107 | MGKVANGUARD WORLD FD | 1,298 | $264.0M | 0.12% | |
| 108 | BKBANK NEW YORK MELLON CORP | 5,981 | $254.0M | 0.12% | |
| 109 | TDTORONTO DOMINION BK ONT | 4,492 | $253.0M | 0.12% | |
| 110 | ORCLORACLE CORP | 3,830 | $248.0M | 0.11% | |
| 111 | SOSOUTHERN CO | 4,016 | $247.0M | 0.11% | |
| 112 | EDCONSOLIDATED EDISON INC | 3,390 | $245.0M | 0.11% | |
| 113 | PKGPACKAGING CORP AMER | 1,725 | $238.0M | 0.11% | |
| 114 | BNDVANGUARD BD INDEX FDS | 2,657 | $234.0M | 0.11% | |
| 115 | AGGISHARES TR | 1,957 | $231.0M | 0.11% | |
| 116 | IWPISHARES TR | 2,184 | $224.0M | 0.10% | |
| 117 | MOALTRIA GROUP INC | 5,357 | $220.0M | 0.10% | |
| 118 | CLCOLGATE PALMOLIVE CO | 2,545 | $218.0M | 0.10% | |
| 119 | MCHPMICROCHIP TECHNOLOGY INC. | 1,540 | $213.0M | 0.10% | |
| 120 | VWOBVANGUARD WHITEHALL FDS | 2,575 | $212.0M | 0.10% | |
| 121 | IBBISHARES TR | 1,400 | $212.0M | 0.10% | |
| 122 | CVSCVS HEALTH CORP | 3,087 | $211.0M | 0.10% | |
| 123 | IDV*ISHARES TR | 7,114 | $210.0M | 0.10% | |
| 124 | PYPLPAYPAL HLDGS INC | 882 | $207.0M | 0.10% | |
| 125 | VXUSVANGUARD STAR FDS | 3,353 | $202.0M | 0.09% | |
| 126 | MRNAMODERNA INC | 1,932 | $202.0M | 0.09% | |
| 127 | JNJJOHNSON & JOHNSON | 1,286 | $202.0M | 0.09% | |
| 128 | HONHONEYWELL INTL INC | 941 | $200.0M | 0.09% | |
| 129 | NYCBEURNEW YORK CMNTY BANCORP INC | 18,905 | $199.0M | 0.09% | |
| 130 | VLYVALLEY NATL BANCORP | 18,962 | $185.0M | 0.09% | |
| 131 | XAODXABERDEEN TOTAL DYNAMIC DIVD | 17,420 | $154.0M | 0.07% | |
| 132 | USALIBERTY ALL STAR EQUITY FD | 16,760 | $116.0M | 0.05% | |
| 133 | VAC2USDVBI VACCINES INC | 10,000 | $28.0M | 0.01% |
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