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Trevor Hodges

@Sax Wealth Advisors, Llc

Latest period2024 - Q4ReportedManaged Assets$1.278BTotal holdings328
Assets growth rate13.95%Assets growth rate (2-Q avg)10.4%Continuous growth in asset value9 quarters

Portfolio positions

This chart displays the top 10 holdings in Sax Wealth Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 328 positions.

Assets under management

The assets under management (AUM) of Sax Wealth Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 9 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 1.278B in assets, with a quarterly growth rate of 13.95% and a 2-quarter average growth rate of 10.4%. The portfolio is managed by Trevor Hodges, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AAPLApple Inc
Recent Activity
New Position
1.72%
$21.925M
87,552 shares@ $250.43 avg price
AVUSAmerican Centy Etf Tr
Recent Activity
New Position
1.11%
$14.115M
145,618 shares@ $96.93 avg price
AVUVAmerican Centy Etf Tr
Recent Activity
New Position
0.66%
$8.401M
87,026 shares@ $96.54 avg price
QQQInvesco Qqq Tr
Recent Activity
New Position
0.5%
$6.316M
12,355 shares@ $511.22 avg price
AMZNAmazon Com Inc
Recent Activity
New Position
0.47%
$5.949M
27,117 shares@ $219.39 avg price
JIREJ P Morgan Exchange Traded F
Recent Activity
New Position
0.46%
$5.768M
98,587 shares@ $58.52 avg price
AVDEAmerican Centy Etf Tr
Recent Activity
New Position
0.45%
$5.695M
92,796 shares@ $61.38 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
New Position
0.36%
$4.526M
9,986 shares@ $453.28 avg price
PVALPutnam Etf Trust
Recent Activity
New Position
0.26%
$3.291M
88,648 shares@ $37.13 avg price
IUSBIshares Tr
Recent Activity
New Position
0.22%
$2.748M
60,789 shares@ $45.21 avg price