SAX WEALTH ADVISORS, LLC

Position in SPGI — S&P Global Inc.

CIK 1846150 PARSIPPANY, NJ

Position in SPGI

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$234,646

-$101,372 QoQ

Shares Held

644

-22.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,582

of 1,991 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 25% Shared 0% None 75%

Financial Services · as of Jun 30, 2026

SAX WEALTH ADVISORS, LLC holds $3,415,569 across 4 Financial Data & Stock Exchanges names. SPGI ranks #4 (6.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NDAQ	Nasdaq, Inc.	28,372	$2,236,281
2	CME	Cme Group Inc.	3,043	$671,985
3	MCO	Moodys Corp /De/	602	$272,657
4	SPGI	S&P Global Inc. This page	644	$234,646

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$234,646	609	-22.9%	Shares	Sole	2026-07-09
2026-03-31	$336,018	790	-3.5%	Shares	Sole	2026-04-08
2025-12-31	$428,001	819	+11.9%	Shares	Sole	2026-01-12
2025-09-30	$356,271	732	+4.6%	Shares	Sole	2025-10-20
2025-06-30	$369,103	700	—	Shares	Sole	2025-07-23
No filing history on record for this holder in this stock.