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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Atlassian Corp
| TEAM | Common | 0 | -1,837 | 0 | -387,000 | 0.00 | 0.00 |
Hist
| 03/31/2023 |
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PPL Corp
| PPL | Common | 0 | -13,769 | 0 | -349,000 | 0.00 | 0.00 |
Hist
| 03/31/2023 |
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ServiceNow, Inc.
| NOW | COM | 0 | -746 | 0 | -282,000 | 0.00 | 0.00 |
Hist
| 03/31/2023 |
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AMERICAN EXPRESS CO
| AXP | Common | 0 | -1,864 | 0 | -251,000 | 0.00 | 0.00 |
Hist
| 03/31/2023 |
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PIMCO ETF Trust
| MINT | Common | 0 | -2,341 | 0 | -231,000 | 0.00 | 0.00 |
Hist
| 03/31/2023 |
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ORACLE CORP
| ORCL | Common | 0 | -3,288 | 0 | -201,000 | 0.00 | 0.00 |
Hist
| 03/31/2023 |
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FORD MOTOR CO
| F | Common | 0 | -13,163 | 0 | -147,000 | 0.00 | 0.00 |
Hist
| 03/31/2023 |
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