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| Name: |
SAX WEALTH ADVISORS LLC |
| City: |
PARSIPPANY |
| State: |
NJ |
| Zip: |
07054 |
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data |
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| Holdings
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25 |
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Closed Positions |
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Page 1 of 1 |
Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
AXP |
American Express Co |
209 |
Closed |
$240.00 |
$0 |
0 |
0% |
-219,000 |
-1,171 |
0 |
Credit Services |
|
|
GLD |
streetTRACKS Gold Trust |
196 |
Closed |
$215.30 |
$0 |
0 |
0% |
-313,000 |
-1,639 |
0 |
Closed - End Fund - E... |
|
|
ED |
Consolidated Edison Inc |
215 |
Closed |
$94.55 |
$0 |
0 |
0% |
-220,000 |
-2,418 |
0 |
Multi Utilities |
|
|
BRK.B |
Berkshire Hathaway B |
202 |
Closed |
$414.40 |
$0 |
0 |
0% |
-2,977,000 |
-8,347 |
0 |
Property & Casualty I... |
|
|
AAPL |
Apple Inc |
208 |
Closed |
$192.25 |
$0 |
0 |
0% |
-8,928,000 |
-46,371 |
0 |
Personal Computers |
|
|
LLY |
Eli Lilly & Co |
195 |
Closed |
$820.34 |
$0 |
0 |
0% |
-213,000 |
-365 |
0 |
Drug Manufacturers - ... |
|
|
ABT |
Abbott Laboratories |
214 |
Closed |
$102.19 |
$0 |
0 |
0% |
-502,000 |
-4,565 |
0 |
Drug Manufacturers - ... |
|
|
VTIP |
Vanguard Short Term Inflati... |
201 |
Closed |
$48.28 |
$0 |
0 |
0% |
-331,000 |
-6,965 |
0 |
N/A |
|
|
BK |
Bank of New York Mellon Corp |
207 |
Closed |
$59.61 |
$0 |
0 |
0% |
-233,000 |
-4,481 |
0 |
Domestic Money Center... |
|
|
ADI |
Analog Devices Inc |
194 |
Closed |
$234.49 |
$0 |
0 |
0% |
-210,000 |
-1,058 |
0 |
Semiconductor- Broad... |
|
|
ADBE |
Adobe Systems Inc |
213 |
Closed |
$444.76 |
$0 |
0 |
0% |
-217,000 |
-363 |
0 |
Application Software |
|
|
VPL |
Vanguard Pacific Stock Vipers |
200 |
Closed |
$74.26 |
$0 |
0 |
0% |
-214,000 |
-2,976 |
0 |
Closed - End Fund - E... |
|
|
BDX |
Becton Dickinson & Co |
206 |
Closed |
$231.97 |
$0 |
0 |
0% |
-376,000 |
-1,541 |
0 |
Medical Instruments &... |
|
|
QQQ |
Invesco QQQ Trust Series I |
193 |
Closed |
$450.71 |
$0 |
0 |
0% |
-3,717,000 |
-9,077 |
0 |
Closed - End Fund - Debt |
|
|
AVDE |
Avantis International Equit... |
212 |
Closed |
$65.16 |
$0 |
0 |
0% |
-7,904,000 |
-130,798 |
0 |
N/A |
|
|
AVEM |
Avantis Emerging Markets Eq... |
199 |
Closed |
$0.00 |
$0 |
0 |
0% |
-1,264,000 |
-22,415 |
0 |
N/A |
|
|
AVLV |
Avantis Us Large Cap Value Etf |
205 |
Closed |
$0.00 |
$0 |
0 |
0% |
-338,000 |
-5,860 |
0 |
N/A |
|
|
AMZN |
Amazon.com Inc |
192 |
Closed |
$176.44 |
$0 |
0 |
0% |
-2,740,000 |
-18,033 |
0 |
Internet Software & S... |
|
|
AVUV |
Avantis Us Small Cap Value Etf |
211 |
Closed |
$93.05 |
$0 |
0 |
0% |
-5,830,000 |
-64,919 |
0 |
N/A |
|
|
TRV |
Travelers Companies Inc |
198 |
Closed |
$215.70 |
$0 |
0 |
0% |
-230,000 |
-1,208 |
0 |
Property & Casualty I... |
|
|
AVGE |
Avantis All Equity Markets Etf |
204 |
Closed |
$0.00 |
$0 |
0 |
0% |
-754,000 |
-11,643 |
0 |
N/A |
|
|
BA |
Boeing Co |
191 |
Closed |
$177.61 |
$0 |
0 |
0% |
-655,000 |
-2,514 |
0 |
Aerospace/Defense - M... |
|
|
AVUS |
Avantis Us Equity Etf |
210 |
Closed |
$0.00 |
$0 |
0 |
0% |
-17,507,000 |
-214,672 |
0 |
N/A |
|
|
PFE |
Pfizer Inc |
197 |
Closed |
$28.66 |
$0 |
0 |
0% |
-237,000 |
-8,226 |
0 |
Drug Manufacturers - ... |
|
|
AMAT |
Applied Materials Inc |
203 |
Closed |
$215.08 |
$0 |
0 |
0% |
-583,000 |
-3,596 |
0 |
Semiconductor Equipme... |
|
