Stock Taper 
SAX WEALTH ADVISORS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Robinhood Markets, Inc. | HOOD | 3.96K | $274.19K |
 Sonic Automotive, Inc. | SAH | 4.06K | $278.26K |
 Salesforce, Inc. | CRM | 4.2K | $784.28K |
 Xylem Inc. | XYL | 4.36K | $520.78K |
 Caterpillar Inc. | CAT | 4.36K | $3.09M |
 Shell plc | SHEL | 4.38K | $407.29K |
 The TJX Companies, Inc. | TJX | 4.43K | $707.34K |
 Emerson Electric Co. | EMR | 4.53K | $593.37K |
 Prudential Financial, Inc. | PRU | 4.55K | $444.23K |
 O'Reilly Automotive, Inc. | ORLY | 4.6K | $424.49K |
 Lam Research Corporation | LRCX | 4.64K | $990.95K |
 Slb N.V. | SLB | 4.78K | $245.62K |
 Mastercard Incorporated | MA | 4.79K | $2.4M |
 Eversource Energy | ES | 4.84K | $335.48K |
 The Kroger Co. | KR | 4.92K | $355.96K |
 Cardinal Health, Inc. | CAH | 5.06K | $1.07M |
 Datadog, Inc. | DDOG | 5.26K | $620.61K |
 Morgan Stanley | MS | 5.52K | $908.65K |
 Advanced Micro Devices, Inc. | AMD | 5.55K | $1.13M |
 CRH plc | CRH | 5.67K | $595.99K |