News + Filings Holdings
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SAX WEALTH ADVISORS, LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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iSHARES TRUST
| IBDO | Common | 52,371 | 52,371 | 1,319,225,000 | 1,319,225,000 | 0.29 | |
Hist
| 03/31/2023 |
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iSHARES TRUST
| IBDP | Common | 46,450 | 46,450 | 1,142,206,000 | 1,142,206,000 | 0.25 | |
Hist
| 03/31/2023 |
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iSHARES TRUST
| IBDQ | Common | 31,880 | 31,880 | 782,016,000 | 782,016,000 | 0.17 | |
Hist
| 03/31/2023 |
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UNITED PARCEL SERVICE INC
| UPS | Common | 1,604 | 1,604 | 311,189,000 | 311,189,000 | 0.07 | |
Hist
| 03/31/2023 |
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NUCOR CORP
| NUE | Common | 1,700 | 1,700 | 262,599,000 | 262,599,000 | 0.06 | 0.00 |
Hist
| 03/31/2023 |
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EQUISHARES CORPORATION
| AOA | Common | 3,633 | 3,633 | 231,022,000 | 231,022,000 | 0.05 | |
Hist
| 03/31/2023 |
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CONSOLIDATED EDISON INC
| ED | Common | 2,403 | 2,403 | 229,895,000 | 229,895,000 | 0.05 | |
Hist
| 03/31/2023 |
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SCHWAB STRATEGIC TRUST
| SCHC | Common | 6,803 | 6,803 | 229,329,000 | 229,329,000 | 0.05 | |
Hist
| 03/31/2023 |
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iSHARES TRUST
| EAOA | Common | 7,650 | 7,650 | 225,907,000 | 225,907,000 | 0.05 | |
Hist
| 03/31/2023 |
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Shell plc
| SHEL | Call | 3,919 | 3,919 | 225,499,000 | 225,499,000 | 0.05 | |
Hist
| 03/31/2023 |
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VANGUARD INTERNATIONAL EQUITY INDEX FUNDS
| VGK | Common | 3,679 | 3,679 | 224,249,000 | 224,249,000 | 0.05 | |
Hist
| 03/31/2023 |
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iSHARES TRUST
| TIP | Common | 2,006 | 2,006 | 221,129,000 | 221,129,000 | 0.05 | |
Hist
| 03/31/2023 |
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iSHARES TRUST
| SUB | Common | 2,100 | 2,100 | 219,828,000 | 219,828,000 | 0.05 | |
Hist
| 03/31/2023 |
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Eaton Corp plc
| ETN | SHS | 1,276 | 1,276 | 218,630,000 | 218,630,000 | 0.05 | 0.00 |
Hist
| 03/31/2023 |
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PACKAGING CORP OF AMERICA
| PKG | Common | 1,526 | 1,526 | 211,855,000 | 211,855,000 | 0.05 | 0.00 |
Hist
| 03/31/2023 |
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INVESCO EXCH TRADED FD TR II
| SPHD | Common | 5,000 | 5,000 | 211,050,000 | 211,050,000 | 0.05 | |
Hist
| 03/31/2023 |
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ANALOG DEVICES INC
| ADI | Common | 1,039 | 1,039 | 204,912,000 | 204,912,000 | 0.04 | 0.00 |
Hist
| 03/31/2023 |
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Bank of New York Mellon Corp
| BK | Common | 4,481 | 4,481 | 203,617,000 | 203,617,000 | 0.04 | 0.00 |
Hist
| 03/31/2023 |
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VANGUARD INTERNATIONAL EQUITY INDEX FUNDS
| VPL | Common | 2,976 | 2,976 | 201,811,000 | 201,811,000 | 0.04 | |
Hist
| 03/31/2023 |
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EATON VANCE MUNICIPAL INCOME TRUST
| EVN | Common | 10,208 | 10,208 | 103,407,000 | 103,407,000 | 0.02 | |
Hist
| 03/31/2023 |
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OPKO HEALTH, INC.
| OPK | COM | 20,000 | 20,000 | 29,200,000 | 29,200,000 | 0.01 | 0.00 |
Hist
| 03/31/2023 |
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