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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
VTIVanguard Index Fds
Recent Activity
Increased 24.26%
0.63%
$7.942M
27,403 shares@ $289.81 avg price
MCDMcdonalds Corp
Recent Activity
Increased 6.45%
0.54%
$6.871M
23,702 shares@ $289.89 avg price
NVDANvidia Corporation
Recent Activity
Increased 6.35%
0.51%
$6.424M
47,836 shares@ $134.3 avg price
HYDBIshares Tr
Recent Activity
Increased 23.19%
0.5%
$6.264M
133,240 shares@ $47.01 avg price
IBDRIshares Tr
Recent Activity
Increased 15.65%
0.47%
$5.901M
245,146 shares@ $24.07 avg price
IVEIshares Tr
Recent Activity
Increased 25.1%
0.43%
$5.436M
28,478 shares@ $190.89 avg price
VOOVanguard Index Fds
Recent Activity
Increased 8.38%
0.43%
$5.419M
10,058 shares@ $538.82 avg price
LQDIshares Tr
Recent Activity
Increased 5.49%
0.39%
$4.983M
46,639 shares@ $106.85 avg price
IBDSIshares Tr
Recent Activity
Increased 31.59%
0.39%
$4.86M
202,849 shares@ $23.97 avg price
IWFIshares Tr
Recent Activity
Increased 4.15%
0.36%
$4.6M
11,454 shares@ $401.58 avg price