SAX WEALTH ADVISORS, LLC

All 13F Portfolio Filings

Most recent 13F
Q3 2023
Location
Parsippany, NJ
CIK
0001846150
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q3 2023 178 507,529 13F-HR 11/7/2023 000172554723001741 SAX WEALTH ADVISORS, LLC
Q2 2023 176 501,859 13F-HR 8/10/2023 000172554723000228 SAX WEALTH ADVISORS, LLC
Q1 2023 177 460,350 13F-HR 5/5/2023 000172554723000103 SAX WEALTH ADVISORS, LLC
Q4 2022 170 433,092 13F-HR 2/6/2023 000172554723000023 SAX WEALTH ADVISORS, LLC
Q3 2022 158 388,558 13F-HR 11/8/2022 000172554722000189 SAX WEALTH ADVISORS, LLC
Q2 2022 164 393,241 13F-HR 8/11/2022 000172554722000148 SAX WEALTH ADVISORS, LLC
Q1 2022 174 413,493 RESTATEMENT 8/11/2022 000172554722000147 SAX WEALTH ADVISORS, LLC
Q1 2022 170 296,917 13F-HR 4/20/2022 000172554722000067 SAX WEALTH ADVISORS, LLC
Q4 2021 179 479,970 13F-HR 2/7/2022 000172554722000032 SAX WEALTH ADVISORS, LLC
Q3 2021 169 421,329 13F-HR 12/10/2021 000172554721000112 SAX WEALTH ADVISORS, LLC
Q2 2021 159 291,503 13F-HR 8/12/2021 000172554721000081 SAX WEALTH ADVISORS, LLC
Q1 2021 149 273,372 13F-HR 5/14/2021 000172554721000054 SAX WEALTH ADVISORS, LLC
Q4 2020 133 217,523 13F-HR 2/16/2021 000172554721000025 SAX WEALTH ADVISORS, LLC