CIK 1846150
SAX WEALTH ADVISORS, LLC
Institutional 13F holdings & portfolio
Holdings
488
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 351–400 of 488
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| C | CITIGROUP INC | 3K | $100K–$500K | SH |
| NOBL | PROSHARES TR | 4K | $100K–$500K | SH |
| IBMQ | ISHARES TR | 15K | $100K–$500K | SH |
| FNDA | SCHWAB STRATEGIC TR | 12K | $100K–$500K | SH |
| KEY | KEYCORP | 18K | $100K–$500K | SH |
| HEQ | JOHN HANCOCK DIVERSIFIED INC | 34K | $100K–$500K | SH |
| TXN | TEXAS INSTRS INC | 2K | $100K–$500K | SH |
| ESGE | ISHARES INC | 8K | $100K–$500K | SH |
| ISCF | ISHARES TR | 9K | $100K–$500K | SH |
| ZTS | ZOETIS INC | 3K | $100K–$500K | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 1K | $100K–$500K | SH |
| DE | DEERE & CO | 746 | $100K–$500K | SH |
| NSC | NORFOLK SOUTHN CORP | 1K | $100K–$500K | SH |
| BDX | BECTON DICKINSON & CO | 2K | $100K–$500K | SH |
| SCHF | SCHWAB STRATEGIC TR | 14K | $100K–$500K | SH |
| DLN | WISDOMTREE TR | 4K | $100K–$500K | SH |
| TDIV | FIRST TR EXCHANGE TRADED FD | 3K | $100K–$500K | SH |
| PKG | PACKAGING CORP AMER | 2K | $100K–$500K | SH |
| FDX | FEDEX CORP | 1K | $100K–$500K | SH |
| GILD | GILEAD SCIENCES INC | 3K | $100K–$500K | SH |
| AOA | ISHARES TR | 4K | $100K–$500K | SH |
| ITA | ISHARES TR | 2K | $100K–$500K | SH |
| RMT | ROYCE MICRO-CAP TR INC | 31K | $100K–$500K | SH |
| MCK | MCKESSON CORP | 398 | $100K–$500K | SH |
| MDT | MEDTRONIC PLC | 3K | $100K–$500K | SH |
| ANET | ARISTA NETWORKS INC | 2K | $100K–$500K | SH |
| INTU | INTUIT | 487 | $100K–$500K | SH |
| EAOA | ISHARES TR | 8K | $100K–$500K | SH |
| VTIP | VANGUARD MALVERN FDS | 7K | $100K–$500K | SH |
| CB | CHUBB LIMITED | 1K | $100K–$500K | SH |
| MORT | VANECK ETF TRUST | 30K | $100K–$500K | SH |
| MCO | MOODYS CORP | 614 | $100K–$500K | SH |
| GD | GENERAL DYNAMICS CORP | 925 | $100K–$500K | SH |
| SCHC | SCHWAB STRATEGIC TR | 7K | $100K–$500K | SH |
| EOG | EOG RES INC | 3K | $100K–$500K | SH |
| DEHP | DIMENSIONAL ETF TRUST | 10K | $100K–$500K | SH |
| MO | ALTRIA GROUP INC | 5K | $100K–$500K | SH |
| ITW | ILLINOIS TOOL WKS INC | 1K | $100K–$500K | SH |
| PRU | PRUDENTIAL FINL INC | 3K | $100K–$500K | SH |
| KO | COCA COLA CO | 4K | $100K–$500K | SH |
| KR | KROGER CO | 5K | $100K–$500K | SH |
| EPD | ENTERPRISE PRODS PARTNERS L | 9K | $100K–$500K | SH |
| JOF | JAPAN SMALLER CAPITALIZATION | 27K | $100K–$500K | SH |
| NUE | NUCOR CORP | 2K | $100K–$500K | SH |
| IWO | ISHARES TR | 926 | $100K–$500K | SH |
| VSGX | VANGUARD WORLD FD | 4K | $100K–$500K | SH |
| ACWX | ISHARES TR | 4K | $100K–$500K | SH |
| GWW | WW GRAINGER INC | 293 | $100K–$500K | SH |
| AEP | AMERICAN ELEC PWR CO INC | 3K | $100K–$500K | SH |
| PEY | INVESCO EXCHANGE TRADED FD T | 15K | $100K–$500K | SH |