SAX WEALTH ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 108K | $27.59M |
 | NVDA | 86K | $16.12M |
 | T | 42K | $1.18M |
 | CFLT | 38K | $754.52K |
 | AMZN | 36K | $7.97M |
 | MSFT | 34K | $17.83M |
 | JNJ | 33K | $6.11M |
 | NDAQ | 30K | $2.65M |
 | MRK | 29K | $2.46M |
 | XOM | 26K | $2.91M |
 | GOOG | 24K | $5.88M |
 | VZ | 24K | $1.05M |
 | GOOGL | 23K | $5.69M |
 | VLY | 23K | $239.51K |
 | ARCC | 22K | $453.81K |
 | NVO | 22K | $1.21M |
 | JPM | 21K | $6.69M |
 | F | 21K | $252.58K |
 | OPK | 20K | $31.59K |
 | PFE | 20K | $511.84K |
Apple Inc.
AAPL
Shares Held
108K
Value
$27.59M
NVIDIA Corporation
NVDA
Shares Held
86K
Value
$16.12M
AT&T Inc.
T
Shares Held
42K
Value
$1.18M
Confluent, Inc.
CFLT
Shares Held
38K
Value
$754.52K
Amazon.com, Inc.
AMZN
Shares Held
36K
Value
$7.97M
Microsoft Corporation
MSFT
Shares Held
34K
Value
$17.83M
Johnson & Johnson
JNJ
Shares Held
33K
Value
$6.11M
Nasdaq, Inc.
NDAQ
Shares Held
30K
Value
$2.65M
Merck & Co., Inc.
MRK
Shares Held
29K
Value
$2.46M
Exxon Mobil Corporation
XOM
Shares Held
26K
Value
$2.91M
Alphabet Inc.
GOOG
Shares Held
24K
Value
$5.88M
Verizon Communications Inc.
VZ
Shares Held
24K
Value
$1.05M
Alphabet Inc.
GOOGL
Shares Held
23K
Value
$5.69M
Valley National Bancorp
VLY
Shares Held
23K
Value
$239.51K
Ares Capital Corporation
ARCC
Shares Held
22K
Value
$453.81K
Novo Nordisk A/S
NVO
Shares Held
22K
Value
$1.21M
JPMorgan Chase & Co.
JPM
Shares Held
21K
Value
$6.69M
Ford Motor Company
F
Shares Held
21K
Value
$252.58K
OPKO Health, Inc.
OPK
Shares Held
20K
Value
$31.59K
Pfizer Inc.
PFE
Shares Held
20K
Value
$511.84K