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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
MSFTMicrosoft Corp
Recent Activity
Increased 7.44%
0.95%
$12.12M
28,755 shares@ $421.5 avg price
IJRIshares Tr
Recent Activity
Decreased -7.52%
0.92%
$11.661M
101,205 shares@ $115.22 avg price
IVVIshares Tr
Recent Activity
Decreased -1.44%
0.8%
$10.1M
17,157 shares@ $588.67 avg price
XMHQInvesco Exchange Traded Fd T
Recent Activity
Decreased -0.74%
0.76%
$9.711M
98,615 shares@ $98.48 avg price
IJSIshares Tr
Recent Activity
Decreased -1.11%
0.68%
$8.659M
79,725 shares@ $108.61 avg price
AVUVAmerican Centy Etf Tr
Recent Activity
New Position
0.66%
$8.401M
87,026 shares@ $96.54 avg price
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
DFAXDimensional Etf Trust
Recent Activity
Decreased -3.88%
0.54%
$6.817M
274,235 shares@ $24.86 avg price
NVDANvidia Corporation
Recent Activity
Increased 6.35%
0.51%
$6.424M
47,836 shares@ $134.3 avg price