Stock Taper

SAX WEALTH ADVISORS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Johnson Controls International plcJCI16.55K$2.17M
McDonald's CorporationMCD16.85K$5.24M
Ford Motor CompanyF16.99K$196.07K
DexCom, Inc.DXCM17K$1.07M
OPKO Health, Inc.OPK20.05K$22.86K
FS Credit Opportunities Corp.FSCO20.08K$102.39K
Kenvue Inc.KVUE20.15K$347.33K
Bank of America CorporationBAC20.21K$985.19K
Walmart Inc.WMT20.27K$2.52M
Intel Corp.INTC21.33K$941.21K
Colgate-Palmolive CompanyCL21.5K$1.83M
Novo Nordisk A/SNVO21.89K$804.57K
KeyCorpKEY23.24K$465.91K
Valley National BancorpVLY23.49K$288.42K
JPMorgan Chase & Co.JPM25.21K$7.42M
NextEra Energy, Inc.NEE26.4K$2.45M
Nasdaq, Inc.NDAQ28.37K$2.41M
Merck & Co., Inc.MRK29.76K$3.58M
Alphabet Inc.GOOG30.49K$8.75M
Verizon Communications Inc.VZ31.04K$1.56M