Stock Taper

SAX WEALTH ADVISORS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Enbridge Inc.ENB5.71K$309.32K
Medtronic plcMDT5.74K$497.04K
ConocoPhillipsCOP5.78K$763.22K
Dow Inc.DOW5.82K$242.42K
Sysco CorporationSYY5.86K$417.95K
Wells Fargo & CompanyWFC5.87K$467.4K
Starbucks CorporationSBUX5.91K$529.88K
Automatic Data Processing, Inc.ADP6.06K$1.23M
Visa Inc.V6.32K$1.91M
Vertiv Holdings CoVRT6.49K$1.63M
Cognex CorporationCGNX6.56K$321.28K
The Southern CompanySO6.57K$633.82K
Bristol-Myers Squibb CompanyBMY6.66K$404.04K
Tesla, Inc.TSLA6.76K$2.51M
The Coca-Cola CompanyKO6.99K$531.89K
Abbott LaboratoriesABT7.05K$723.37K
Archer-Daniels-Midland CompanyADM7.18K$521.83K
RTX CorporationRTX7.23K$1.39M
Welltower Inc.WELL7.42K$1.47M
Altria Group, Inc.MO7.44K$491.25K