Stock Taper

SAX WEALTH ADVISORS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Walmart Inc.WMT20.27K$2.52M
Bank of America CorporationBAC20.21K$985.19K
Kenvue Inc.KVUE20.15K$347.33K
FS Credit Opportunities Corp.FSCO20.08K$102.39K
OPKO Health, Inc.OPK20.05K$22.86K
DexCom, Inc.DXCM17K$1.07M
Ford Motor CompanyF16.99K$196.07K
McDonald's CorporationMCD16.85K$5.24M
Johnson Controls International plcJCI16.55K$2.17M
TeraWulf Inc.WULF16.14K$232.97K
Marvell Technology, Inc.MRVL16.07K$1.59M
Cisco Systems, Inc.CSCO15.91K$1.23M
Chevron CorporationCVX14.19K$2.94M
CEMEX, S.A.B. de C.V.CX14.09K$161.2K
UBS Group AGUBS13.69K$534.97K
Ares Capital CorporationARCC13.52K$243.67K
Corning IncGLW13.13K$1.79M
Analog Devices, Inc.ADI12.85K$4.09M
Pfizer Inc.PFE12.69K$356.25K
Farmers National Banc Corp.FMNB12.58K$165.59K