Sax Wealth Advisors, LLC Options Holdings
Sax Wealth Advisors, LLC
- $1.63 Billion
- Q2 2025
Options Holdings Table
Stock | Option Type | Value | Options Held | Last Trade | Trade History |
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Summary
- Portfolio
- No. of Stocks 422
- Current Value $1.63 Billion
- Prior Value $1.37 Billion
- Filing
- Period Q2 2025
- Filing Date July 23, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 67 stocks
- Additional Purchases 210 stocks
- Sold out of 0 stocks
- Reduced holdings in 115 stocks