SAX WEALTH ADVISORS, LLC Q4 2024 Filing
Filed January 15, 2025
Portfolio Value
$1.3T
Holdings
328
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (328 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 301 | INDAISHARES TR | 4,481 | $235.9M | 0.02% | |
| 302 | BGBUNGE GLOBAL SA | 3,033 | $235.8M | 0.02% | |
| 303 | ICEINTERCONTINENTAL EXCHANGE IN | 1,575 | $234.7M | 0.02% | |
| 304 | SCHCSCHWAB STRATEGIC TR | 6,800 | $233.4M | 0.02% | |
| 305 | SMINISHARES TR | 2,986 | $228.3M | 0.02% | |
| 306 | IGIBISHARES TR | 4,273 | $220.1M | 0.02% | |
| 307 | AIVLWISDOMTREE TR | 2,057 | $219.1M | 0.02% | |
| 308 | XJHISHARES TR | 5,220 | $218.4M | 0.02% | |
| 309 | VLYVALLEY NATL BANCORP | 24,066 | $218.0M | 0.02% | |
| 310 | EPDENTERPRISE PRODS PARTNERS L | 6,865 | $215.3M | 0.02% | |
| 311 | SUSCISHARES TR | 9,435 | $214.4M | 0.02% | |
| 312 | ESGUISHARES TR | 1,655 | $213.2M | 0.02% | |
| 313 | DOWDOW INC | 5,204 | $208.8M | 0.02% | |
| 314 | MRSHMARSH & MCLENNAN COS INC | 962 | $204.3M | 0.02% | |
| 315 | IYCISHARES TR | 2,124 | $204.2M | 0.02% | |
| 316 | SLYVSPDR SER TR | 2,328 | $203.1M | 0.02% | |
| 317 | SCHDSCHWAB STRATEGIC TR | 7,422 | $202.8M | 0.02% | |
| 318 | IGSBISHARES TR | 3,911 | $202.2M | 0.02% | |
| 319 | NUENUCOR CORP | 1,732 | $202.1M | 0.02% | |
| 320 | RJFRAYMOND JAMES FINL INC | 1,290 | $200.4M | 0.02% | |
| 321 | MUJBLACKROCK MUNIHLDGS NJ QLTY | 17,342 | $192.0M | 0.02% | |
| 322 | XAODXABRDN TOTAL DYNAMIC DIVIDEND | 17,420 | $146.5M | 0.01% | |
| 323 | ICLNISHARES TR | 12,504 | $142.3M | 0.01% | |
| 324 | USALIBERTY ALL STAR EQUITY FD | 16,760 | $116.5M | 0.01% | |
| 325 | EVNEATON VANCE MUNI INCOME TRUS | 10,208 | $103.2M | 0.01% | |
| 326 | XEXGXEATON VANCE TAX-MANAGED GLOB | 11,142 | $91.0M | 0.01% | |
| 327 | XJQCXNUVEEN CR STRATEGIES INCOME | 12,374 | $70.4M | 0.01% | |
| 328 | OPKOPKO HEALTH INC | 20,110 | $29.6M | 0.00% |
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