$292 Million is the total value of SAX WEALTH ADVISORS, LLC's 159 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AB | New | ALLIANCEBERNSTEIN HLDG L Punit ltd partn | $602,000 | – | 12,928 | +100.0% | 0.21% | – |
| AVUS | New | AMERICAN CENTY ETF TRus eqt etf | $563,000 | – | 7,584 | +100.0% | 0.19% | – |
| PPL | New | PPL CORP | $478,000 | – | 17,103 | +100.0% | 0.16% | – |
| USHY | New | ISHARES TRbroad usd high | $406,000 | – | 9,723 | +100.0% | 0.14% | – |
| BCE | New | BCE INC | $359,000 | – | 7,270 | +100.0% | 0.12% | – |
| PFE | New | PFIZER INC | $298,000 | – | 7,616 | +100.0% | 0.10% | – |
| PEP | New | PEPSICO INC | $268,000 | – | 1,809 | +100.0% | 0.09% | – |
| CCL | New | CARNIVAL CORPunit 99/99/9999 | $229,000 | – | 8,706 | +100.0% | 0.08% | – |
| MRNA | New | MODERNA INC | $228,000 | – | 972 | +100.0% | 0.08% | – |
| VWOB | New | VANGUARD WHITEHALL FDSemerg mkt bd etf | $206,000 | – | 2,575 | +100.0% | 0.07% | – |
| CVX | New | CHEVRON CORP NEW | $207,000 | – | 1,972 | +100.0% | 0.07% | – |
| VTWV | New | VANGUARD SCOTTSDALE FDSvng rus2000val | $203,000 | – | 1,393 | +100.0% | 0.07% | – |
| CSCO | New | CISCO SYS INC | $202,000 | – | 3,809 | +100.0% | 0.07% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-08-12
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 15 | Q2 2024 | 7.0% |
| ISHARES TR | 15 | Q2 2024 | 6.6% |
| ISHARES TR | 15 | Q2 2024 | 5.6% |
| ISHARES TR | 15 | Q2 2024 | 5.2% |
| ISHARES TR | 15 | Q2 2024 | 5.8% |
| ISHARES TR | 15 | Q2 2024 | 3.0% |
| SPDR S&P 500 ETF TR | 15 | Q2 2024 | 3.9% |
| VANGUARD INDEX FDS | 15 | Q2 2024 | 2.8% |
| ISHARES TR | 15 | Q2 2024 | 2.3% |
| ISHARES TR | 15 | Q2 2024 | 2.6% |
View SAX WEALTH ADVISORS, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-13 |
| 13F-HR | 2024-07-12 |
| 13F-HR | 2024-05-14 |
| 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 |
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.