Stock Taper 
SAX WEALTH ADVISORS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Dorchester Minerals, L.P. | DMLP | 7.5K | $203.25K |
 La-Z-Boy Incorporated | LZB | 7.68K | $246.74K |
 The Home Depot, Inc. | HD | 8.14K | $2.68M |
 The Walt Disney Company | DIS | 8.17K | $787.77K |
 Meta Platforms, Inc. | META | 8.29K | $4.74M |
 Comcast Corporation | CMCSA | 8.39K | $240.85K |
 Uber Technologies, Inc. | UBER | 8.41K | $604.89K |
 Palo Alto Networks, Inc. | PANW | 8.54K | $1.37M |
 International Business Machines Corporation | IBM | 8.55K | $2.07M |
 Consolidated Edison, Inc. | ED | 8.71K | $986.4K |
 Hewlett Packard Enterprise Company | HPE | 8.78K | $209.1K |
 Shopify Inc. | SHOP | 8.8K | $1.04M |
 Berkshire Hathaway Inc. | BRK-B | 8.89K | $4.26M |
 The Charles Schwab Corporation | SCHW | 9.04K | $849.3K |
 Palantir Technologies Inc. | PLTR | 9.19K | $1.34M |
 Fastenal Company | FAST | 9.26K | $429.78K |
 Realty Income Corporation | O | 10K | $612.06K |
 Public Service Enterprise Group Incorporated | PEG | 10.01K | $810.25K |
 Blackstone Inc. | BX | 10.04K | $1.16M |
 Enterprise Products Partners L.P. | EPD | 10.25K | $387.88K |