Sax Wealth Advisors, LLC Options Holdings

Sax Wealth Advisors, LLC

  • $1.84 Billion
  • Q3 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
PG
Procter & Gamble CO

Consumer Defensive
CALL
$12.3 Million
79.7K
Q3 2025
New holding

Summary

  • Portfolio
  • No. of Stocks 437
  • Current Value $1.84 Billion
  • Prior Value $1.63 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 20, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 32 stocks
  • Additional Purchases 224 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 147 stocks
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