Stock Taper

SAX WEALTH ADVISORS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Prudential Financial, Inc.PRU4.55K$444.23K
Emerson Electric Co.EMR4.53K$593.37K
The TJX Companies, Inc.TJX4.43K$707.34K
Shell plcSHEL4.38K$407.29K
Caterpillar Inc.CAT4.36K$3.09M
Xylem Inc.XYL4.36K$520.78K
Salesforce, Inc.CRM4.2K$784.28K
Sonic Automotive, Inc.SAH4.06K$278.26K
Robinhood Markets, Inc.HOOD3.96K$274.19K
Duke Energy CorporationDUK3.86K$505.6K
Stryker CorporationSYK3.81K$1.25M
Trimble Inc.TRMB3.77K$245.98K
Arista Networks, Inc.ANET3.76K$461.78K
Insulet Corp.PODD3.75K$787.11K
Aflac IncorporatedAFL3.74K$410.21K
The PNC Financial Services Group, Inc.PNC3.7K$770.57K
American Electric Power Company, Inc.AEP3.65K$477.88K
ServiceNow, Inc.NOW3.6K$376.27K
Danaher CorporationDHR3.58K$679.56K
The Goldman Sachs Group, Inc.GS3.53K$2.99M