SAX WEALTH ADVISORS, LLC Q4 2025 Filing
Filed January 12, 2026
Portfolio Value
$2.1T
Holdings
488
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (488 positions)
| Stock | Value |
|---|---|
GWWWW GRAINGER INC | $295K |
SYYSYSCO CORP | $293K |
SHELSHELL PLC | $292K |
SPEMSPDR INDEX SHS FDS | $292K |
ESGUISHARES TR | $291K |
VLOVALERO ENERGY CORP | $290K |
PGRPROGRESSIVE CORP | $288K |
TDTORONTO DOMINION BK ONT | $287K |
LZBLA Z BOY INC | $286K |
AIQGLOBAL X FDS | $285K |
SDYSPDR SERIES TRUST | $283K |
ENBENBRIDGE INC | $283K |
AVGVAMERICAN CENTY ETF TR | $281K |
CGGOCAPITAL GROUP GBL GROWTH EQT | $278K |
AIZASSURANT INC | $278K |
NUWNUVEEN AMT-FREE MUN VALUE FD | $277K |
VLYVALLEY NATL BANCORP | $277K |
ABGCENCORA INC | $276K |
WFC 7.5 PERP LWELLS FARGO CO NEW | $275K |
DONSPDR DOW JONES INDL AVERAGE | $274K |
UNHUNITEDHEALTH GROUP INC | $274K |
UALUNITED AIRLS HLDGS INC | $272K |
GRMNGARMIN LTD | $272K |
MRSHMARSH & MCLENNAN COS INC | $268K |
IBDXISHARES TR | $264K |
RSGREPUBLIC SVCS INC | $262K |
DFSVDIMENSIONAL ETF TRUST | $262K |
SHYISHARES TR | $259K |
FVDFIRST TR EXCHANGE-TRADED FD | $256K |
KVUEKENVUE INC | $256K |
PTCPTC INC | $255K |
TPLTEXAS PACIFIC LAND CORPORATI | $252K |
MEARISHARES U S ETF TR | $251K |
SAHSONIC AUTOMOTIVE INC | $250K |
PCEFINVESCO EXCH TRADED FD TR II | $248K |
THROBLACKROCK ETF TRUST | $248K |
FFORD MTR CO | $246K |
XJHISHARES TR | $245K |
AFLAFLAC INC | $245K |
INDAISHARES TR | $243K |
SCHMSCHWAB STRATEGIC TR | $242K |
SMTCSEMTECH CORP | $242K |
UPSUNITED PARCEL SERVICE INC | $242K |
WMWASTE MGMT INC DEL | $236K |
AIVLWISDOMTREE TR | $236K |
SPYGSPDR SERIES TRUST | $235K |
VCITVANGUARD SCOTTSDALE FDS | $234K |
PSXPHILLIPS 66 | $233K |
REGNREGENERON PHARMACEUTICALS | $233K |
DIVOAMPLIFY ETF TR | $230K |
XFEBFIRST TR EXCH TRADED FD III | $230K |
ASMLASML HOLDING N V | $229K |
HYMBSPDR SERIES TRUST | $229K |
ADBEADOBE INC | $228K |
YUMYUM BRANDS INC | $227K |
SUSCISHARES TR | $226K |
NMTNUVEEN MASSACHUSETS QLT MUN | $225K |
CEF/USPROTT ASSET MANAGEMENT LP | $225K |
FASTFASTENAL CO | $224K |
USXFISHARES TR | $223K |
BGXBLACKSTONE LONG SHORT CR INC | $221K |
CNRCANADIAN NATL RY CO | $219K |
RJFRAYMOND JAMES FINL INC | $219K |
IYCISHARES TR | $219K |
OBTCOSPREY BITCOIN TR | $218K |
HPEHEWLETT PACKARD ENTERPRISE C | $218K |
SCHASCHWAB STRATEGIC TR | $213K |
ETENERGY TRANSFER L P | $212K |
SMINISHARES TR | $208K |
KEKIMBALL ELECTRONICS INC | $207K |
MUJBLACKROCK MUNIHLDGS NJ QLTY | $206K |
GLDMWORLD GOLD TR | $204K |
EUSBISHARES TR | $204K |
TCAFT ROWE PRICE ETF INC | $202K |
DMLPDORCHESTER MINERALS LP | $202K |
IVALEA SERIES TRUST | $201K |
BPREBLUEROCK PVT REAL ESTATE FD | $186K |
WULFTERAWULF INC | $185K |
PGXINVESCO EXCH TRADED FD TR II | $183K |
XEXGXEATON VANCE TAX-MANAGED GLOB | $177K |
NIMNUVEEN SELECT MAT MUN FD | $169K |
XFLTXAI OCTAGN FLT RAT & ALT INM | $169K |
CXCEMEX SAB DE CV | $161K |
EVNEATON VANCE MUNI INCOME TRUS | $145K |
CNHICNH INDL N V | $134K |
OVERBED BATH & BEYOND INC | $108K |
USALIBERTY ALL STAR EQUITY FD | $105K |
OPKOPKO HEALTH INC | $25K |
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