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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
Found :
27 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
IWD |
iShares Russell 1000 Value |
60 |
- |
$175.47 |
$1,262,000 |
7,045 |
0.15% |
98,000 |
0 |
0.002 |
Closed - End Fund - E... |
|
|
HDV |
Ishares High Dividend Equit... |
72 |
- |
$109.41 |
$1,003,000 |
9,101 |
0.12% |
75,000 |
0 |
0.01 |
N/A |
|
|
SCHV |
Schwab Strategic Trust |
73 |
- |
$74.48 |
$936,000 |
12,317 |
0.11% |
73,000 |
0 |
0.01 |
Closed - End Fund - Debt |
|
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TMUS |
T-Mobile Us Inc |
80 |
- |
$179.82 |
$837,000 |
5,130 |
0.1% |
15,000 |
0 |
0.005 |
Wireless Communications |
|
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NFLX |
Netflix Inc |
84 |
- |
$641.47 |
$802,000 |
1,321 |
0.09% |
159,000 |
0 |
0 |
Music & Video Stores |
|
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KLD |
iShares KLD Select Social I... |
95 |
- |
$110.14 |
$717,000 |
6,566 |
0.08% |
57,000 |
0 |
0 |
Closed - End Fund - E... |
|
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BSVO |
Ea Bridgeway Omni Small Cap... |
103 |
- |
$0.00 |
$606,000 |
28,483 |
0.07% |
7,000 |
0 |
0.058 |
N/A |
|
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QQQE |
Direxion Nasdaq 100 Equal W... |
109 |
- |
$87.64 |
$527,000 |
5,905 |
0.06% |
27,000 |
0 |
0.013 |
N/A |
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ETN |
Eaton Corp |
133 |
- |
$314.83 |
$384,000 |
1,229 |
0.04% |
88,000 |
0 |
0 |
Diversified Machinery |
|
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AVGO |
Broadcom Limited |
137 |
- |
$1,406.64 |
$357,000 |
269 |
0.04% |
57,000 |
0 |
0 |
Semiconductor- Broad... |
|
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LRCX |
Lam Research Corp |
141 |
- |
$962.72 |
$329,000 |
339 |
0.04% |
64,000 |
0 |
0 |
Semiconductor Equipme... |
|
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NOW |
Servicenow, Inc. |
144 |
- |
$698.81 |
$319,000 |
419 |
0.04% |
23,000 |
0 |
0 |
Information Technolog... |
|
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AB |
AllianceBernstein |
149 |
- |
$33.39 |
$295,000 |
8,488 |
0.03% |
32,000 |
0 |
0.031 |
Asset Management |
|
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MGK |
Vanguard Mega Cap 300 Gr In... |
152 |
- |
$277.92 |
$279,000 |
972 |
0.03% |
27,000 |
0 |
0.002 |
Closed - End Fund - E... |
|
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PKG |
Packaging Corp Of America |
153 |
- |
$183.58 |
$274,000 |
1,446 |
0.03% |
38,000 |
0 |
0.002 |
Paper & Paper Products |
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EMM |
Global X Emerging Markets Etf |
156 |
- |
$27.36 |
$268,000 |
5,025 |
0.03% |
23,000 |
0 |
0.001 |
Closed - End Fund - E... |
|
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SHEL |
Shell plc |
159 |
- |
$69.45 |
$263,000 |
3,924 |
0.03% |
5,000 |
0 |
0 |
Integrated Oil & Gas |
|
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SCHC |
Schwab International Small-... |
163 |
- |
$35.98 |
$243,000 |
6,800 |
0.03% |
6,000 |
0 |
0.014 |
Closed - End Fund - E... |
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FYBR |
Frontier Communications Corp |
166 |
- |
$26.09 |
$237,000 |
9,672 |
0.03% |
-8,000 |
0 |
0.004 |
Telecom Services - Do... |
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TEL |
Te Connectivity Ltd |
172 |
- |
$144.94 |
$232,000 |
1,600 |
0.03% |
7,000 |
0 |
0.001 |
Diversified Electronics |
|
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MUJ |
Blackrock Muniholdings New ... |
182 |
- |
$11.26 |
$202,000 |
17,342 |
0.02% |
4,000 |
0 |
0.058 |
Closed - End Fund - Debt |
|
|
PGX |
Invesco Preferred ETF |
183 |
- |
$11.63 |
$191,000 |
16,055 |
0.02% |
7,000 |
0 |
0.004 |
Closed - End Fund - Debt |
|
|
AOD |
Aberdeen Total Dynamic Divi... |
185 |
- |
$8.40 |
$144,000 |
17,420 |
0.02% |
4,000 |
0 |
0.016 |
N/A |
|
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USA |
Liberty All Star Equity Fund |
186 |
- |
$6.72 |
$120,000 |
16,760 |
0.01% |
13,000 |
0 |
0.009 |
Closed - End Fund - E... |
|
|
EVN |
Eaton Vance Municipal Incom... |
187 |
- |
$10.10 |
$105,000 |
10,208 |
0.01% |
5,000 |
0 |
0.043 |
Closed - End Fund - Debt |
|
|
EXG |
Eaton Vance Tax-Managed Glo... |
188 |
- |
$8.39 |
$91,000 |
11,142 |
0.01% |
5,000 |
0 |
0.004 |
Closed - End Fund - E... |
|
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OPK |
Opko Health Inc |
190 |
- |
$1.29 |
$24,000 |
20,110 |
0% |
-6,000 |
0 |
0.003 |
Drug Manufacturers - ... |
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