Sax Wealth Advisors, LLC Portfolio Holdings
Sax Wealth Advisors, LLC
- $1.37 Billion
- Q1 2025
Sax Wealth Advisors, LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.37 Billion distributed in 360 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 $206M, Fidelity Merrimack Str Tr Tota with a value of $85.4M, Ishares Msci Usa Quality Facto with a value of $84.5M, Invesco Exchange Traded Fd Tr with a value of $69.9M, and Dimensional ETF Tr U S Core Eq with a value of $64M.
Examining the 13F form we can see an increase of $116M in the current position value, from $1.26B to 1.37B.
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 360
- Current Value $1.37 Billion
- Prior Value $1.26 Billion
- Filing
- Period Q1 2025
- Filing Date May 14, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 61 stocks
- Additional Purchases 200 stocks
- Sold out of 0 stocks
- Reduced holdings in 69 stocks