Sax Wealth Advisors, LLC Portfolio Holdings
Sax Wealth Advisors, LLC
- $1.11 Billion
- Q3 2024
Sax Wealth Advisors, LLC has filed its 13F form on October 17, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.11 Billion distributed in 287 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Equity with a value of $200M, Ishares Msci Usa Quality Facto with a value of $70.9M, Dimensional ETF Tr U S Core Eq with a value of $67.9M, Invesco Exchange Traded Fd Tr with a value of $60.4M, and Dimensional ETF Tr U S Target with a value of $49.8M.
Examining the 13F form we can see an increase of $69.1M in the current position value, from $1.04B to 1.11B.
Sax Wealth Advisors, LLC is based out at Parsippany, NJ
Below you can find more details about Sax Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 287
- Current Value $1.11 Billion
- Prior Value $1.04 Billion
- Filing
- Period Q3 2024
- Filing Date October 17, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 42 stocks
- Additional Purchases 158 stocks
- Sold out of 0 stocks
- Reduced holdings in 65 stocks