Sax Wealth Advisors, LLC Options Holdings

Sax Wealth Advisors, LLC

  • $2.07 Billion
  • Q4 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
PG
Procter & Gamble CO

Consumer Defensive
CALL
$11.6 Million
79.7K
Q4 2025
Reduced 0.01%

Summary

  • Portfolio
  • No. of Stocks 489
  • Current Value $2.07 Billion
  • Prior Value $1.84 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 12, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 75 stocks
  • Additional Purchases 233 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 148 stocks
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