SAX WEALTH ADVISORS, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 115K | $31.26M |
 | NVDA | 100K | $18.66M |
 | T | 44K | $1.09M |
 | AMZN | 39K | $9.04M |
 | CFLT | 38K | $1.16M |
 | MSFT | 38K | $18.40M |
 | GOOGL | 34K | $10.61M |
 | JNJ | 34K | $6.97M |
 | XOM | 31K | $3.67M |
 | NFLX | 29K | $2.73M |
 | NDAQ | 28K | $2.76M |
 | GOOG | 28K | $8.79M |
 | MRK | 28K | $2.93M |
 | JPM | 24K | $7.73M |
 | VLY | 24K | $277.91K |
 | ARCC | 22K | $441.86K |
 | NVO | 22K | $1.11M |
 | BAC | 22K | $1.19M |
 | NEE | 22K | $1.73M |
 | OPK | 20K | $25.57K |
Apple Inc.
AAPL
Shares Held
115K
Value
$31.26M
NVIDIA Corporation
NVDA
Shares Held
100K
Value
$18.66M
AT&T Inc.
T
Shares Held
44K
Value
$1.09M
Amazon.com, Inc.
AMZN
Shares Held
39K
Value
$9.04M
Confluent, Inc.
CFLT
Shares Held
38K
Value
$1.16M
Microsoft Corporation
MSFT
Shares Held
38K
Value
$18.40M
Alphabet Inc.
GOOGL
Shares Held
34K
Value
$10.61M
Johnson & Johnson
JNJ
Shares Held
34K
Value
$6.97M
Exxon Mobil Corporation
XOM
Shares Held
31K
Value
$3.67M
Netflix, Inc.
NFLX
Shares Held
29K
Value
$2.73M
Nasdaq, Inc.
NDAQ
Shares Held
28K
Value
$2.76M
Alphabet Inc.
GOOG
Shares Held
28K
Value
$8.79M
Merck & Co., Inc.
MRK
Shares Held
28K
Value
$2.93M
JPMorgan Chase & Co.
JPM
Shares Held
24K
Value
$7.73M
Valley National Bancorp
VLY
Shares Held
24K
Value
$277.91K
Ares Capital Corporation
ARCC
Shares Held
22K
Value
$441.86K
Novo Nordisk A/S
NVO
Shares Held
22K
Value
$1.11M
Bank of America Corporation
BAC
Shares Held
22K
Value
$1.19M
NextEra Energy, Inc.
NEE
Shares Held
22K
Value
$1.73M
OPKO Health, Inc.
OPK
Shares Held
20K
Value
$25.57K