Stock Taper

SAX WEALTH ADVISORS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Semtech CorporationSMTC3.29K$253.35K
Intuitive Surgical, Inc.ISRG3.32K$1.53M
Royal Bank of CanadaRY3.32K$537.27K
United Parcel Service, Inc.UPS3.36K$330.83K
Biogen Inc.BIIB3.36K$616.76K
American Express CompanyAXP3.37K$1.02M
Lowe's Companies, Inc.LOW3.47K$820.58K
Hilton Worldwide Holdings Inc.HLT3.48K$1.06M
Citigroup Inc.C3.5K$397.35K
The Goldman Sachs Group, Inc.GS3.53K$2.99M
Danaher CorporationDHR3.58K$679.56K
ServiceNow, Inc.NOW3.6K$376.27K
American Electric Power Company, Inc.AEP3.65K$477.88K
The PNC Financial Services Group, Inc.PNC3.7K$770.57K
Aflac IncorporatedAFL3.74K$410.21K
Insulet Corp.PODD3.75K$787.11K
Arista Networks, Inc.ANET3.76K$461.78K
Trimble Inc.TRMB3.77K$245.98K
Stryker CorporationSYK3.81K$1.25M
Duke Energy CorporationDUK3.86K$505.6K