SAX WEALTH ADVISORS, LLC
Top Portfolio Positions
220 positions ·
$285,301,556 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
108,157 | $27,449,165 | 9.62% | |
| SPY |
Spdr S&P 500 ETF Trust
|
29,203 | $18,991,879 | 6.66% | |
| NVDA |
Nvidia Corp
Technology
|
95,913 | $16,727,227 | 5.86% | |
| MSFT |
Microsoft Corp
Technology
|
36,469 | $13,499,729 | 4.73% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
32,395 | $9,315,506 | 3.27% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
16,033 | $9,253,926 | 3.24% | |
| JNJ |
Johnson & Johnson
Healthcare
|
32,677 | $7,987,565 | 2.80% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
37,359 | $7,780,758 | 2.73% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
22,235 | $6,540,647 | 2.29% | |
| XOM |
Exxon Mobil Corp
Energy
|
30,301 | $5,140,867 | 1.80% |
Portfolio Trend
22 quarters · across all stocks
Holdings in DMLP
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $245,255 | 9,050 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $202,358 | 9,050 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $249,838 | 9,650 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $268,849 | 9,650 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $290,272 | 9,650 | Shares | Sole | 2025-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||