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  Name: SAX WEALTH ADVISORS LLC
  City: PARSIPPANY
  State: NJ
  Zip: 07054
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $612,838,000
  Total Value Change : $105,302,000
  Securities Held Change : 11
   
All Securities Held : 189
  New Positions : 15
  Closed Positions : 7
  Increased Positions : 96
  Unchanged Positions : 23
  Decreased Positions : 55

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Holdings Found : 15     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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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
   (PFXF)1 Year Chart         PFXF Market Vectors Preferred Se... 43 New $17.54 $2,677,000 155,848 0.44% 2,677,000 155,848 0.393    N/A
   (FENI)1 Year Chart         FENI Fidelity Enhanced Internati... 97 New $0.00 $661,000 24,926 0.11% 661,000 24,926 0.277    N/A
   (QQQE)1 Year Chart         QQQE Direxion Nasdaq 100 Equal W... 123 New $88.30 $500,000 5,905 0.08% 500,000 5,905 0.013    N/A
   (GSLC)1 Year Chart         GSLC Goldman Sachs Activebeta Us... 156 New $104.26 $276,000 2,946 0.05% 276,000 2,946 0.002    N/A
   (DISV)1 Year Chart         DISV Dfa Dimensional Internation... 161 New $0.00 $252,000 9,789 0.04% 252,000 9,789 0.013    N/A
   (EMM)1 Year Chart         EMM Global X Emerging Markets Etf 163 New $27.73 $245,000 5,025 0.04% 245,000 5,025 0.004    Closed - End Fund - E...
   (FYBR)1 Year Chart         FYBR Frontier Communications Corp 164 New $26.87 $245,000 9,672 0.04% 245,000 9,672 0    Telecom Services - Do...
   (BK)1 Year Chart         BK Bank of New York Mellon Corp 169 New $59.50 $233,000 4,481 0.04% 233,000 4,481 0.001    Domestic Money Center...
   (TRV)1 Year Chart         TRV Travelers Companies Inc 171 New $219.71 $230,000 1,208 0.04% 230,000 1,208 0    Property & Casualty I...
   (TEL)1 Year Chart         TEL Te Connectivity Ltd 172 New $144.94 $225,000 1,600 0.04% 225,000 1,600 0.001    Diversified Electronics
   (AXP)1 Year Chart         AXP American Express Co 175 New $242.82 $219,000 1,171 0.04% 219,000 1,171 0    Credit Services
   (DCOR)1 Year Chart         DCOR Dimensional Us Core Equity ... 176 New $0.00 $218,000 4,077 0.04% 218,000 4,077 0.045    N/A
   (ADBE)1 Year Chart         ADBE Adobe Systems Inc 177 New $483.43 $217,000 363 0.04% 217,000 363 0    Application Software
   (LLY)1 Year Chart         LLY Eli Lilly & Co 179 New $770.00 $213,000 365 0.03% 213,000 365 0    Drug Manufacturers - ...
   (VGT)1 Year Chart         VGT Vanguard I T VIPERS 180 New $532.55 $213,000 440 0.03% 213,000 440 0    Closed - End Fund - E...
      15 Records Found
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