SAX WEALTH ADVISORS, LLC
CIK
1846150
City
PARSIPPANY
State / Country
NJ
Top Portfolio Positions
218 positions ·
$281,653,046 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
108,157 | $27,449,165 | 9.75% |
| SPY |
Spdr S&P 500 Etf Trust
|
29,203 | $18,991,879 | 6.74% |
| NVDA |
Nvidia Corp
Technology
|
95,913 | $16,727,227 | 5.94% |
| MSFT |
Microsoft Corp
Technology
|
36,469 | $13,499,729 | 4.79% |
| GOOGL |
Alphabet Inc.
Communication Services
|
32,395 | $9,315,506 | 3.31% |
| QQQ |
Invesco Qqq Trust, Series 1
|
16,033 | $9,253,926 | 3.29% |
| JNJ |
Johnson & Johnson
Healthcare
|
32,677 | $7,987,565 | 2.84% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
37,359 | $7,780,758 | 2.76% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
22,235 | $6,540,647 | 2.32% |
| XOM |
Exxon Mobil Corp
Energy
|
30,301 | $5,140,867 | 1.83% |
Portfolio Trend
Holdings in MUJ
Shares Held
Position Value (USD)
15 of 15 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $200,658 | 17,343 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $206,381 | 17,343 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $200,993 | 17,342 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $189,894 | 17,342 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $195,097 | 17,342 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $191,975 | 17,342 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $210,358 | 17,342 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $197,525 | 17,342 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $201,687 | 17,342 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $197,872 | 17,342 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $175,501 | 17,342 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $193,710 | 17,342 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $198,565 | 17,342 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $191,975 | 17,342 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $203,595 | 17,342 | Shares | Sole | 2022-11-08 | |
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