$273 Million is the total value of SAX WEALTH ADVISORS, LLC's 149 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 18.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IJH | Buy | ISHARES TRcore s&p mcp etf | $17,722,000 | +16.8% | 68,087 | +3.1% | 6.48% | -7.0% |
| IJS | Buy | ISHARES TRsp smcp600vl etf | $15,788,000 | +29.9% | 156,720 | +4.8% | 5.78% | +3.3% |
| QUAL | Buy | ISHARES TRmsci usa qlt fct | $15,400,000 | +16.5% | 126,461 | +11.1% | 5.63% | -7.3% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $15,251,000 | +49.8% | 140,521 | +26.8% | 5.58% | +19.2% |
| MTUM | Buy | ISHARES TRmsci usa mmentm | $14,224,000 | +30.1% | 88,425 | +30.4% | 5.20% | +3.5% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $9,714,000 | +14.2% | 24,510 | +7.7% | 3.55% | -9.2% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $7,064,000 | +18.1% | 53,737 | +6.8% | 2.58% | -6.1% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $6,980,000 | +44.2% | 17,547 | +36.1% | 2.55% | +14.7% |
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $6,611,000 | +9.6% | 72,168 | +3.2% | 2.42% | -12.8% |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $6,191,000 | +33.8% | 75,044 | +35.1% | 2.26% | +6.5% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $5,924,000 | +70.5% | 18,561 | +67.7% | 2.17% | +35.7% |
| USMV | Buy | ISHARES TRmsci usa min vol | $5,754,000 | +27.4% | 83,155 | +25.0% | 2.10% | +1.4% |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $4,604,000 | +96.0% | 56,020 | +97.7% | 1.68% | +55.9% |
| IXUS | ISHARES TRcore msci total | $4,504,000 | +4.6% | 64,083 | 0.0% | 1.65% | -16.8% | |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $4,430,000 | +15.2% | 48,227 | +6.5% | 1.62% | -8.3% |
| AAPL | Buy | APPLE INC | $4,212,000 | -6.0% | 34,486 | +2.1% | 1.54% | -25.2% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $4,061,000 | +19.8% | 78,014 | +15.3% | 1.49% | -4.6% |
| JETS | Buy | ETF SER SOLUTIONSus glb jets | $3,822,000 | +42.8% | 142,012 | +18.8% | 1.40% | +13.7% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $3,814,000 | +131.9% | 25,929 | +122.5% | 1.40% | +84.5% |
| MSFT | Buy | MICROSOFT CORP | $3,811,000 | +19.2% | 16,162 | +12.5% | 1.39% | -5.1% |
| PFF | Buy | ISHARES TRpfd and incm sec | $3,792,000 | +12.1% | 98,741 | +12.4% | 1.39% | -10.8% |
| IQLT | Buy | ISHARES TRmsci intl qualty | $3,664,000 | +33.2% | 100,546 | +30.4% | 1.34% | +6.0% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $3,545,000 | +134.9% | 16,014 | +119.4% | 1.30% | +86.9% |
| EFV | Buy | ISHARES TReafe value etf | $3,338,000 | +10.3% | 65,486 | +2.2% | 1.22% | -12.2% |
| IEFA | Buy | ISHARES TRcore msci eafe | $3,028,000 | +7.1% | 42,031 | +2.7% | 1.11% | -14.8% |
| SCZ | Sell | ISHARES TReafe sml cp etf | $2,980,000 | +4.1% | 41,479 | -0.9% | 1.09% | -17.2% |
| IWV | Buy | ISHARES TRrussell 3000 etf | $2,819,000 | +9.7% | 11,881 | +3.4% | 1.03% | -12.7% |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $2,772,000 | +24.9% | 21,318 | +32.7% | 1.01% | -0.6% |
| EEM | Buy | ISHARES TRmsci emg mkt etf | $2,686,000 | +8.7% | 50,352 | +5.2% | 0.98% | -13.5% |
| IVE | Sell | ISHARES TRs&p 500 val etf | $2,669,000 | +7.9% | 18,898 | -2.2% | 0.98% | -14.2% |
| IWN | Buy | ISHARES TRrus 2000 val etf | $2,650,000 | +21.1% | 16,618 | +0.0% | 0.97% | -3.7% |
| DIS | Buy | DISNEY WALT CO | $2,497,000 | +3.0% | 13,534 | +1.2% | 0.91% | -18.0% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $2,441,000 | +6.3% | 11,811 | +0.1% | 0.89% | -15.4% |
| IGSB | ISHARES TR | $2,236,000 | -0.9% | 40,886 | 0.0% | 0.82% | -21.1% | |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $2,013,000 | +3.1% | 8,282 | +2.3% | 0.74% | -17.9% |
| MDY | Buy | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $1,990,000 | +53.8% | 4,181 | +35.7% | 0.73% | +22.4% |
| VOO | Sell | VANGUARD INDEX FDS | $1,943,000 | +5.1% | 5,334 | -0.8% | 0.71% | -16.4% |
| PGX | Buy | INVESCO EXCH TRADED FD TR IIpfd etf | $1,921,000 | +10.5% | 128,061 | +12.4% | 0.70% | -12.0% |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $1,919,000 | +10.5% | 18,984 | +0.1% | 0.70% | -12.0% |
| DVY | Buy | ISHARES TRselect divid etf | $1,866,000 | +25.0% | 16,357 | +5.3% | 0.68% | -0.4% |
| SPYD | Buy | SPDR SER TRprtflo s&p500 hi | $1,737,000 | +37.3% | 45,113 | +17.4% | 0.64% | +9.1% |
| NFLX | Buy | NETFLIX INC | $1,689,000 | +17.9% | 3,237 | +22.2% | 0.62% | -6.1% |
| EFAV | Buy | ISHARES TRmsci eafe min vl | $1,688,000 | +5.9% | 23,130 | +6.5% | 0.62% | -15.8% |
| VEA | Buy | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $1,561,000 | +41.4% | 31,795 | +36.0% | 0.57% | +12.4% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $1,532,000 | +2.7% | 11,537 | +0.5% | 0.56% | -18.4% |
| VCIT | Sell | VANGUARD SCOTTSDALE FDSint-term corp | $1,422,000 | -17.9% | 15,288 | -14.2% | 0.52% | -34.7% |
| VTC | Buy | VANGUARD SCOTTSDALE FDStotal corp bnd | $1,289,000 | +77.5% | 14,422 | +87.0% | 0.47% | +41.3% |
| HYG | Buy | ISHARES TRiboxx hi yd etf | $1,280,000 | +16.3% | 14,679 | +16.4% | 0.47% | -7.5% |
| MINT | Buy | PIMCO ETF TRenhan shrt ma ac | $1,244,000 | +25.7% | 12,211 | +25.9% | 0.46% | 0.0% |
| IWM | New | ISHARES TRrussell 2000 etf | $1,128,000 | – | 5,105 | +100.0% | 0.41% | – |
| T | Buy | AT&T INC | $1,063,000 | +17.5% | 35,128 | +11.6% | 0.39% | -6.5% |
| IVOO | Sell | VANGUARD ADMIRAL FDS INCmidcp 400 idx | $1,014,000 | +12.4% | 5,748 | -0.9% | 0.37% | -10.6% |
| TWLO | New | TWILIO INCcl a | $1,002,000 | – | 2,940 | +100.0% | 0.37% | – |
| XOM | Buy | EXXON MOBIL CORP | $989,000 | +45.2% | 17,712 | +7.3% | 0.36% | +15.7% |
| IWD | Buy | ISHARES TRrus 1000 val etf | $962,000 | +26.2% | 6,347 | +13.8% | 0.35% | +0.6% |
| XLF | New | SELECT SECTOR SPDR TRsbi int-finl | $962,000 | – | 28,267 | +100.0% | 0.35% | – |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $929,000 | -0.4% | 14,713 | -2.2% | 0.34% | -20.7% |
| AMZN | Buy | AMAZON COM INC | $916,000 | +3.7% | 296 | +9.2% | 0.34% | -17.5% |
| IWP | Buy | ISHARES TRrus md cp gr etf | $890,000 | +297.3% | 8,720 | +299.3% | 0.33% | +216.5% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $874,000 | +1.5% | 3,402 | +0.1% | 0.32% | -19.2% |
| MCD | Buy | MCDONALDS CORP | $778,000 | +71.4% | 3,471 | +64.0% | 0.28% | +36.4% |
| EFA | Buy | ISHARES TRmsci eafe etf | $777,000 | +10.4% | 10,241 | +6.1% | 0.28% | -12.3% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $774,000 | +62.9% | 374 | +38.0% | 0.28% | +29.8% |
| NEE | Buy | NEXTERA ENERGY INC | $757,000 | +26.8% | 10,006 | +29.2% | 0.28% | +1.1% |
| SHY | Sell | ISHARES TR1 3 yr treas bd | $758,000 | -25.4% | 8,786 | -25.3% | 0.28% | -40.7% |
| PEG | Sell | PUBLIC SVC ENTERPRISE GRP IN | $748,000 | -9.2% | 12,430 | -12.1% | 0.27% | -27.7% |
| JPM | Buy | JPMORGAN CHASE & CO | $748,000 | +22.4% | 4,915 | +2.2% | 0.27% | -2.5% |
| BA | Buy | BOEING CO | $712,000 | +20.3% | 2,796 | +1.0% | 0.26% | -4.4% |
| HDV | ISHARES TRcore high dv etf | $693,000 | +8.3% | 7,300 | 0.0% | 0.25% | -13.6% | |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $690,000 | +35.0% | 11,866 | +36.4% | 0.25% | +7.2% |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $682,000 | +10.2% | 2,670 | 0.0% | 0.25% | -12.6% | |
| XLE | Sell | SELECT SECTOR SPDR TRenergy | $678,000 | -34.0% | 13,825 | -49.0% | 0.25% | -47.5% |
| BIV | Buy | VANGUARD BD INDEX FDSintermed term | $677,000 | +4.0% | 7,628 | +8.8% | 0.25% | -17.1% |
| INTC | Sell | INTEL CORP | $675,000 | +27.8% | 10,550 | -0.4% | 0.25% | +1.6% |
| DIA | Buy | SPDR DOW JONES INDL AVERAGEut ser 1 | $667,000 | +8.1% | 2,021 | +0.1% | 0.24% | -14.1% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $659,000 | +12.6% | 3,079 | +2.5% | 0.24% | -10.4% |
| VYMI | Buy | VANGUARD WHITEHALL FDSintl high etf | $652,000 | +8.3% | 9,956 | +0.6% | 0.24% | -13.7% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $648,000 | +34.7% | 4,864 | +27.3% | 0.24% | +7.2% |
| IVW | ISHARES TRs&p 500 grwt etf | $634,000 | +1.9% | 9,744 | 0.0% | 0.23% | -18.9% | |
| CRM | Buy | SALESFORCE COM INC | $632,000 | +27.4% | 2,982 | +33.7% | 0.23% | +1.3% |
| VBK | Buy | VANGUARD INDEX FDSsml cp grw etf | $622,000 | +14.5% | 2,266 | +11.7% | 0.23% | -8.8% |
| TEAM | Buy | ATLASSIAN CORP PLCcl a | $624,000 | +60.0% | 2,962 | +77.5% | 0.23% | +27.4% |
| ARKK | New | ARK ETF TRinnovation etf | $602,000 | – | 5,020 | +100.0% | 0.22% | – |
| RWX | Sell | SPDR INDEX SHS FDSdj intl rl etf | $595,000 | -1.3% | 17,268 | -2.3% | 0.22% | -21.3% |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $589,000 | +17.8% | 1,239 | +24.0% | 0.22% | -6.5% |
| FLOT | ISHARES TRfltg rate nt etf | $588,000 | +0.2% | 11,571 | 0.0% | 0.22% | -20.4% | |
| ABBV | Buy | ABBVIE INC | $551,000 | +50.1% | 5,087 | +48.4% | 0.20% | +19.5% |
| AMAT | Buy | APPLIED MATLS INC | $518,000 | +56.0% | 3,878 | +0.8% | 0.19% | +23.5% |
| SUSA | New | ISHARES TRmsci usa esg slc | $510,000 | – | 5,805 | +100.0% | 0.19% | – |
| FB | Buy | FACEBOOK INCcl a | $508,000 | +19.0% | 1,725 | +10.2% | 0.19% | -5.1% |
| EXG | New | EATON VANCE TAX-MANAGED GLOB | $494,000 | – | 53,100 | +100.0% | 0.18% | – |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $485,000 | +23.1% | 235 | +4.4% | 0.18% | -2.2% |
| BX | BLACKSTONE GROUP INC | $417,000 | +14.9% | 5,600 | 0.0% | 0.15% | -8.4% | |
| PG | Buy | PROCTER AND GAMBLE CO | $413,000 | -2.4% | 3,048 | +0.2% | 0.15% | -22.2% |
| BKNG | BOOKING HOLDINGS INC | $412,000 | +4.6% | 177 | 0.0% | 0.15% | -16.6% | |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $408,000 | +31.2% | 3,448 | +21.1% | 0.15% | +4.2% |
| TD | Buy | TORONTO DOMINION BK ONT | $406,000 | +60.5% | 6,223 | +38.5% | 0.15% | +28.4% |
| PBCT | PEOPLES UNITED FINANCIAL INC | $401,000 | +38.3% | 22,425 | 0.0% | 0.15% | +10.5% | |
| ADI | Buy | ANALOG DEVICES INC | $392,000 | +7.7% | 2,526 | +2.6% | 0.14% | -14.4% |
| MRK | Buy | MERCK & CO. INC | $383,000 | +24.8% | 4,969 | +32.4% | 0.14% | -0.7% |
| ABT | ABBOTT LABS | $381,000 | +9.5% | 3,180 | 0.0% | 0.14% | -13.1% | |
| BDX | BECTON DICKINSON & CO | $378,000 | -2.6% | 1,553 | 0.0% | 0.14% | -22.5% | |
| NOW | New | SERVICENOW INC | $373,000 | – | 746 | +100.0% | 0.14% | – |
| MO | Buy | ALTRIA GROUP INC | $371,000 | +68.6% | 7,258 | +35.5% | 0.14% | +34.7% |
| TIP | ISHARES TRtips bd etf | $360,000 | -1.6% | 2,865 | 0.0% | 0.13% | -21.4% | |
| AAL | New | AMERICAN AIRLS GROUP INC | $359,000 | – | 15,022 | +100.0% | 0.13% | – |
| LRCX | LAM RESEARCH CORP | $353,000 | +26.1% | 593 | 0.0% | 0.13% | 0.0% | |
| VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $352,000 | -10.2% | 2,128 | -22.7% | 0.13% | -28.3% |
| WDAY | WORKDAY INCcl a | $343,000 | +3.6% | 1,381 | 0.0% | 0.12% | -17.8% | |
| DFAU | New | DIMENSIONAL ETF TRUSTus core eqt mkt | $326,000 | – | 11,565 | +100.0% | 0.12% | – |
| VV | VANGUARD INDEX FDSlarge cap etf | $318,000 | +5.3% | 1,718 | 0.0% | 0.12% | -16.5% | |
| VGK | VANGUARD INTL EQUITY INDEX Fftse europe etf | $310,000 | +4.7% | 4,913 | 0.0% | 0.11% | -16.9% | |
| VPL | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $307,000 | +2.3% | 3,764 | 0.0% | 0.11% | -18.8% | |
| PM | Buy | PHILIP MORRIS INTL INC | $291,000 | +9.8% | 3,276 | +2.5% | 0.11% | -13.1% |
| ESML | New | ISHARES TResg aware msci | $285,000 | – | 7,390 | +100.0% | 0.10% | – |
| BK | BANK NEW YORK MELLON CORP | $283,000 | +11.4% | 5,981 | 0.0% | 0.10% | -11.1% | |
| NYCB | Buy | NEW YORK CMNTY BANCORP INC | $270,000 | +35.7% | 21,405 | +13.2% | 0.10% | +8.8% |
| ORCL | ORACLE CORP | $269,000 | +8.5% | 3,830 | 0.0% | 0.10% | -14.0% | |
| BAB | INVESCO EXCH TRADED FD TR IItaxable mun bd | $264,000 | -4.3% | 8,230 | 0.0% | 0.10% | -23.6% | |
| BHK | BLACKROCK CORE BD TR | $260,000 | -3.7% | 16,561 | 0.0% | 0.10% | -23.4% | |
| VLY | Sell | VALLEY NATL BANCORP | $255,000 | +37.8% | 18,547 | -2.2% | 0.09% | +9.4% |
| SNPS | New | SYNOPSYS INC | $250,000 | – | 1,009 | +100.0% | 0.09% | – |
| SLYV | New | SPDR SER TRs&p 600 smcp val | $247,000 | – | 3,010 | +100.0% | 0.09% | – |
| AGG | Buy | ISHARES TRcore us aggbd et | $242,000 | +4.8% | 2,126 | +8.6% | 0.09% | -16.0% |
| GLD | Sell | SPDR GOLD TR | $239,000 | -16.1% | 1,492 | -6.8% | 0.09% | -33.6% |
| MCHP | MICROCHIP TECHNOLOGY INC. | $239,000 | +12.2% | 1,540 | 0.0% | 0.09% | -11.2% | |
| CVS | Buy | CVS HEALTH CORP | $234,000 | +10.9% | 3,111 | +0.8% | 0.09% | -11.3% |
| PKG | PACKAGING CORP AMER | $232,000 | -2.5% | 1,725 | 0.0% | 0.08% | -22.0% | |
| UAL | New | UNITED AIRLS HLDGS INC | $230,000 | – | 3,993 | +100.0% | 0.08% | – |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $229,000 | -2.1% | 2,707 | +1.9% | 0.08% | -22.2% |
| IBB | Buy | ISHARES TRnasdaq biotech | $230,000 | +8.5% | 1,525 | +8.9% | 0.08% | -13.4% |
| IDV | Buy | ISHARES TRintl sel div etf | $227,000 | +8.1% | 7,208 | +1.3% | 0.08% | -14.4% |
| DAL | New | DELTA AIR LINES INC DEL | $228,000 | – | 4,730 | +100.0% | 0.08% | – |
| VXF | New | VANGUARD INDEX FDSextend mkt etf | $224,000 | – | 1,269 | +100.0% | 0.08% | – |
| PYPL | Buy | PAYPAL HLDGS INC | $221,000 | +6.8% | 911 | +3.3% | 0.08% | -14.7% |
| GLW | New | CORNING INC | $218,000 | – | 5,000 | +100.0% | 0.08% | – |
| VIOO | New | VANGUARD ADMIRAL FDS INCsmllcp 600 idx | $217,000 | – | 1,090 | +100.0% | 0.08% | – |
| MGK | Sell | VANGUARD WORLD FDmega grwth ind | $217,000 | -17.8% | 1,048 | -19.3% | 0.08% | -34.7% |
| JNJ | Buy | JOHNSON & JOHNSON | $217,000 | +7.4% | 1,321 | +2.7% | 0.08% | -15.1% |
| VXUS | Buy | VANGUARD STAR FDSvg tl intl stk f | $212,000 | +5.0% | 3,374 | +0.6% | 0.08% | -16.1% |
| HON | HONEYWELL INTL INC | $204,000 | +2.0% | 941 | 0.0% | 0.08% | -18.5% | |
| SO | Sell | SOUTHERN CO | $201,000 | -18.6% | 3,232 | -19.5% | 0.07% | -35.1% |
| RDSA | New | ROYAL DUTCH SHELL PLCspons adr a | $201,000 | – | 5,130 | +100.0% | 0.07% | – |
| CL | Buy | COLGATE PALMOLIVE CO | $201,000 | -7.8% | 2,546 | +0.0% | 0.07% | -26.0% |
| MDT | New | MEDTRONIC PLC | $201,000 | – | 1,700 | +100.0% | 0.07% | – |
| NVDA | New | NVIDIA CORPORATION | $200,000 | – | 375 | +100.0% | 0.07% | – |
| AOD | ABERDEEN TOTAL DYNAMIC DIVD | $166,000 | +7.8% | 17,420 | 0.0% | 0.06% | -14.1% | |
| USA | LIBERTY ALL STAR EQUITY FDsh ben int | $128,000 | +10.3% | 16,760 | 0.0% | 0.05% | -11.3% | |
| VBIV | VBI VACCINES INC CDA | $31,000 | +10.7% | 10,000 | 0.0% | 0.01% | -15.4% | |
| MRNA | Exit | MODERNA INC | $0 | – | -1,932 | -100.0% | -0.09% | – |
| VWOB | Exit | VANGUARD WHITEHALL FDSemerg mkt bd etf | $0 | – | -2,575 | -100.0% | -0.10% | – |
| ED | Exit | CONSOLIDATED EDISON INC | $0 | – | -3,390 | -100.0% | -0.11% | – |
| PEP | Exit | PEPSICO INC | $0 | – | -2,261 | -100.0% | -0.15% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-05-14
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 12 | Q3 2023 | 7.0% |
| ISHARES TR | 12 | Q3 2023 | 6.1% |
| ISHARES TR | 12 | Q3 2023 | 5.2% |
| ISHARES TR | 12 | Q3 2023 | 5.6% |
| ISHARES TR | 12 | Q3 2023 | 5.8% |
| ISHARES TR | 12 | Q3 2023 | 3.0% |
| SPDR S&P 500 ETF TR | 12 | Q3 2023 | 3.9% |
| VANGUARD INDEX FDS | 12 | Q3 2023 | 2.8% |
| APPLE INC | 12 | Q3 2023 | 2.5% |
| ISHARES TR | 12 | Q3 2023 | 2.3% |
View SAX WEALTH ADVISORS, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-07 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-05 |
| 13F-HR | 2023-02-06 |
| 13F-HR | 2022-11-08 |
| 13F-HR/A | 2022-08-11 |
| 13F-HR | 2022-08-11 |
| 13F-HR | 2022-04-20 |
| 13F-HR | 2022-02-07 |
View SAX WEALTH ADVISORS, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.