Sax Wealth Advisors, LLC Portfolio Holdings
Sax Wealth Advisors, LLC
- $1.26 Billion
- Q4 2024
Sax Wealth Advisors, LLC has filed its 13F form on January 15, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.26 Billion distributed in 328 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 $209M, Ishares Msci Usa Quality Facto with a value of $82.9M, Invesco Exchange Traded Fd Tr with a value of $72.6M, Dimensional ETF Tr U S Core Eq with a value of $67.7M, and Fidelity Merrimack Str Tr Tota with a value of $62.6M.
Examining the 13F form we can see an increase of $150M in the current position value, from $1.11B to 1.26B.
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 328
- Current Value $1.26 Billion
- Prior Value $1.11 Billion
- Filing
- Period Q4 2024
- Filing Date January 15, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 54 stocks
- Additional Purchases 157 stocks
- Sold out of 0 stocks
- Reduced holdings in 83 stocks