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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
DEMWisdomtree Tr
Recent Activity
Exited
0%
$203,986
4,635 shares@ $44.01 avg price
XIGDXVoya Glbl Eqty Div & Prem Op
Recent Activity
Exited
0%
$118,293
20,974 shares@ $5.64 avg price
NYMTNew York Mtg Tr Inc
Recent Activity
Exited
0%
$100,495
15,876 shares@ $6.33 avg price