• 13F History

SAX WEALTH ADVISORS, LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 15, 2025
Value $
$1.28B
Signature - Title
Trevor Hodges - Chief Compliance Officer / Chief Operating Officer
Location
Parsippany, NJ
Summary
This page shows a list of all the recent 13F filings made by SAX WEALTH ADVISORS, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. SAX WEALTH ADVISORS, LLC reported 328 stock holdings with total value $1.28B as of Q4 2024. Top holdings included DFUS, QUAL, QQQM, DFAC, and FBND.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 328 $1.28B +$200M -$40.7M +$159M DFUS, QUAL, QQQM, DFAC, FBND 13F-HR 1/15/2025, 10:23 AM
Q3 2024 287 $1.12B +$98M -$78.9M +$19.1M DFUS, QUAL, DFAC, QQQM, DFAT 13F-HR 10/17/2024, 10:45 AM
Q2 2024 274 $1.05B +$205M -$15.2M +$189M DFUS, QUAL, DFAC, QQQM, DFAT 13F-HR 7/12/2024, 04:38 PM
Q1 2024 190 $856M +$297M -$69.8M +$227M DFUS, DFAC, QUAL, DFAT, QQQM 13F-HR 5/13/2024, 07:05 PM
Q4 2023 189 $613M +$73.9M -$21.8M +$52.1M DFAC, DFUS, DFAT, DFUV, QUAL 13F-HR 2/14/2024, 11:41 AM
Q3 2023 189 $507M +$33.6M -$11.9M +$21.7M DFAC, DFAT, DFUS, DFUV, IJH 13F-HR 11/7/2023, 04:22 PM
Q2 2023 176 $502M +$30.9M -$9.91M +$21M DFAC, DFAT, DFUS, IJH, DFUV 13F-HR 8/10/2023, 05:45 PM
Q1 2023 177 $460M +$24.1M -$14.1M +$10.1M DFAC, DFAT, DFUV, IJH, DFUS 13F-HR 5/5/2023, 04:18 PM
Q4 2022 170 $433M +$26.7M -$14.9M +$11.8M DFAC, DFAT, DFUV, IJH, DFUS 13F-HR 2/6/2023, 01:32 PM
Q3 2022 158 $389M +$31.5M -$10.3M +$21.2M DFAC, DFAT, DFUV, DFUS, IJH 13F-HR 11/8/2022, 09:31 AM
Q2 2022 164 $393M +$57.9M -$11.9M +$46.1M DFAC, DFAT, DFUV, DFUS, IJH 13F-HR 8/11/2022, 02:46 PM
Q1 2022 174 $413M +$11.6M -$51.9M -$40.2M DFAC, DFAT, DFUS, IJH, QUAL Restatement 8/11/2022, 02:40 PM
Q4 2021 179 $480M +$42.7M -$5.41M +$37.3M DFAC, DFAT, DFUS, IJH, QUAL 13F-HR 2/7/2022, 09:48 AM
Q3 2021 169 $421M +$136M -$2.85M +$133M DFAC, DFAT, DFUS, IJH, QUAL 13F-HR 12/10/2021, 03:20 PM
Q2 2021 159 $292M +$20.9M -$17.4M +$3.48M IJH, QUAL, IJS, MTUM, IJR 13F-HR 8/12/2021, 10:06 AM
Q1 2021 149 $273M +$43.1M -$2.62M +$40.5M IJH, IJS, QUAL, IJR, MTUM 13F-HR 5/14/2021, 03:45 PM
Q4 2020 133 $218M IJH, QUAL, IJS, MTUM, IJR 13F-HR 2/16/2021, 11:41 AM