SAX WEALTH ADVISORS, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 17, 2024
Value $
$1.12B
Signature - Title
Trevor Hodges - Chief Compliance Officer / Chief Operating Officer
Location
Parsippany, NJ
Summary
This page shows a list of all the recent 13F filings made by SAX WEALTH ADVISORS, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. SAX WEALTH ADVISORS, LLC reported 287 stock holdings with total value $1.12B as of Q3 2024. Top holdings included DFUS, QUAL, DFAC, QQQM, and DFAT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 287 $1.12B +$98M -$78.9M +$19.1M DFUS, QUAL, DFAC, QQQM, DFAT 13F-HR 10/17/2024, 10:45 AM
Q2 2024 274 $1.05B +$205M -$15.2M +$189M DFUS, QUAL, DFAC, QQQM, DFAT 13F-HR 7/12/2024, 04:38 PM
Q1 2024 190 $856M +$297M -$69.8M +$227M DFUS, DFAC, QUAL, DFAT, QQQM 13F-HR 5/13/2024, 07:05 PM
Q4 2023 189 $613M +$73.6M -$21.8M +$51.7M DFAC, DFUS, DFAT, DFUV, QUAL 13F-HR 2/14/2024, 11:41 AM
Q3 2023 178 $508M +$34M -$11.9M +$22.1M DFAC, DFAT, DFUS, DFUV, IJH 13F-HR 11/7/2023, 04:22 PM
Q2 2023 176 $502M +$30.9M -$12.3M +$18.5M DFAC, DFAT, DFUS, IJH, DFUV 13F-HR 8/10/2023, 05:45 PM
Q1 2023 177 $460M +$24.1M -$15.4M +$8.79M DFAC, DFAT, DFUV, IJH, DFUS 13F-HR 5/5/2023, 04:18 PM
Q4 2022 170 $433M +$26.7M -$17.1M +$9.66M DFAC, DFAT, DFUV, IJH, DFUS 13F-HR 2/6/2023, 02:32 PM
Q3 2022 158 $389M +$31.5M -$13.4M +$18.1M DFAC, DFAT, DFUV, DFUS, IJH 13F-HR 11/8/2022, 10:31 AM
Q2 2022 164 $393M +$57.9M -$17.4M +$40.6M DFAC, DFAT, DFUV, DFUS, IJH 13F-HR 8/11/2022, 02:46 PM
Q1 2022 174 $413M +$11.6M -$56.2M -$44.5M DFAC, DFAT, DFUS, IJH, QUAL Restatement 8/11/2022, 02:40 PM
Q4 2021 179 $480M +$42.7M -$9.81M +$32.9M DFAC, DFAT, DFUS, IJH, QUAL 13F-HR 2/7/2022, 10:48 AM
Q3 2021 169 $421M +$136M -$2.85M +$133M DFAC, DFAT, DFUS, IJH, QUAL 13F-HR 12/10/2021, 03:20 PM
Q2 2021 159 $292M +$20.9M -$17.4M +$3.48M IJH, QUAL, IJS, MTUM, IJR 13F-HR 8/12/2021, 10:06 AM
Q1 2021 149 $273M +$43.1M -$2.62M +$40.5M IJH, IJS, QUAL, IJR, MTUM 13F-HR 5/14/2021, 03:45 PM
Q4 2020 133 $218M $0 $0 IJH, QUAL, IJS, MTUM, IJR 13F-HR 2/16/2021, 12:41 PM