Sax Wealth Advisors, LLC Asset Management

Sax Wealth Advisors, LLC

  • $2.07 Billion
  • Q4 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.64 Million 0.08% of portfolio
128,142
Q4 2025 Added 16.89%
$98.1B
$1.29 Million 0.06% of portfolio
9,306
Q4 2025 Added 7.71%
$0
$967,000 0.05% of portfolio
85,274
Q4 2025 New
$0
$947,000 0.05% of portfolio
281,274
Q4 2025 New
$89.3B
$650,000 0.03% of portfolio
5,887
Q4 2025 Reduced 4.51%
$0
$527,000 0.03% of portfolio
49,230
Q4 2025 New
$0
$464,000 0.02% of portfolio
36,035
Q4 2025 New
$0
$441,000 0.02% of portfolio
21,842
Q4 2025 Reduced 1.77%
$0
$433,000 0.02% of portfolio
67,552
Q4 2025 New
$0
$367,000 0.02% of portfolio
33,953
Q4 2025 New
$0
$312,000 0.02% of portfolio
31,430
Q4 2025 New
$0
$285,000 0.01% of portfolio
27,225
Q4 2025 New
$0
$276,000 0.01% of portfolio
19,419
Q4 2025 New
$0
$229,000 0.01% of portfolio
19,881
Q4 2025 New
$0
$224,000 0.01% of portfolio
19,019
Q4 2025 New
$0
$204,000 0.01% of portfolio
17,343
Q4 2025 Added 0.01%
$0
$173,000 0.01% of portfolio
18,240
Q4 2025 New
$0
$169,000 0.01% of portfolio
35,405
Q4 2025 New
$0
$168,000 0.01% of portfolio
18,599
Q4 2025 Added 7.87%
$0
$148,000 0.01% of portfolio
13,481
Q4 2025 Reduced 3.69%
$0
$101,000 0.0% of portfolio
16,760
Q4 2020 New
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