Stock Taper 
SAX WEALTH ADVISORS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Broadcom Inc. | AVGO | 12.37K | $3.83M |
 Dominion Energy, Inc. | D | 12.18K | $752.94K |
 The Procter & Gamble Company | PG | 12.12K | $1.75M |
 Oracle Corporation | ORCL | 11.94K | $1.76M |
 Philip Morris International Inc. | PM | 11.79K | $1.95M |
 AbbVie Inc. | ABBV | 11.58K | $2.52M |
 PepsiCo, Inc. | PEP | 11.57K | $1.8M |
 Applied Materials, Inc. | AMAT | 10.83K | $3.7M |
 GE Aerospace | GE | 10.62K | $3.01M |
 Enterprise Products Partners L.P. | EPD | 10.25K | $387.88K |
 Blackstone Inc. | BX | 10.04K | $1.16M |
 Public Service Enterprise Group Incorporated | PEG | 10.01K | $810.25K |
 Realty Income Corporation | O | 10K | $612.06K |
 Fastenal Company | FAST | 9.26K | $429.78K |
 Palantir Technologies Inc. | PLTR | 9.19K | $1.34M |
 The Charles Schwab Corporation | SCHW | 9.04K | $849.3K |
 Berkshire Hathaway Inc. | BRK-B | 8.89K | $4.26M |
 Shopify Inc. | SHOP | 8.8K | $1.04M |
 Hewlett Packard Enterprise Company | HPE | 8.78K | $209.1K |
 Consolidated Edison, Inc. | ED | 8.71K | $986.4K |