Stock Taper

SAX WEALTH ADVISORS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Waste Management, Inc.WM1.14K$261.45K
Assurant, Inc.AIZ1.16K$251.57K
HCA Healthcare, Inc.HCA1.17K$554.13K
T-Mobile US, Inc.TMUS1.23K$258.22K
Darden Restaurants, Inc.DRI1.25K$244.85K
GE Vernova Inc.GEV1.25K$1.09M
FedEx CorporationFDX1.37K$487.77K
Raymond James Financial, Inc.RJF1.39K$201.61K
Broadridge Financial Solutions, Inc.BR1.45K$234.7K
AstraZeneca PLCAZN1.48K$291.89K
C.H. Robinson Worldwide, Inc.CHRW1.52K$252.09K
Eli Lilly and CompanyLLY1.53K$1.41M
Union Pacific CorporationUNP1.61K$391.82K
Packaging Corporation of AmericaPKG1.64K$347.4K
Target CorporationTGT1.67K$202.85K
Howmet Aerospace Inc.HWM1.71K$394.59K
Yum! Brands, Inc.YUM1.72K$268K
Linde plcLIN1.73K$857.63K
Cencora, Inc.COR1.81K$569.68K
Valero Energy CorporationVLO1.84K$454.77K