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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
FBCGFidelity Covington Trust
Recent Activity
New Position
0.17%
$2.076M
44,877 shares@ $46.26 avg price
FVALFidelity Covington Trust
Recent Activity
New Position
0.16%
$2.006M
32,606 shares@ $61.53 avg price
AMATApplied Matls Inc
Recent Activity
New Position
0.12%
$1.512M
9,300 shares@ $162.63 avg price
FFSMFidelity Covington Trust
Recent Activity
New Position
0.12%
$1.445M
53,747 shares@ $26.88 avg price
FELCFidelity Covington Trust
Recent Activity
New Position
0.12%
$1.432M
43,497 shares@ $32.93 avg price
ADIAnalog Devices Inc
Recent Activity
New Position
0.11%
$1.395M
6,568 shares@ $212.46 avg price
IBMRIshares Tr
Recent Activity
New Position
0.11%
$1.376M
60,061 shares@ $22.91 avg price
DFEVDimensional Etf Trust
Recent Activity
New Position
0.1%
$1.169M
44,595 shares@ $26.22 avg price
TTWOTake-two Interactive Softwar
Recent Activity
New Position
0.09%
$1.109M
6,024 shares@ $184.09 avg price
AVEMAmerican Centy Etf Tr
Recent Activity
New Position
0.09%
$1.047M
17,801 shares@ $58.8 avg price