Trevor Hodges

@Sax Wealth Advisors, Llc

Latest period2024 - Q4

Reported3d ago

Managed Assets$1.278B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
PHYLPgim Etf Tr Recent Activity New Position	0.08%	$894,690 25,754 shares@ $34.74 avg price	New Position
SPLGSpdr Ser Tr Recent Activity New Position	0.07%	$833,760 12,094 shares@ $68.94 avg price	New Position
AVGEAmerican Centy Etf Tr Recent Activity New Position	0.06%	$677,456 9,361 shares@ $72.38 avg price	New Position
ABTAbbott Labs Recent Activity New Position	0.06%	$640,189 5,660 shares@ $113.11 avg price	New Position
AXPAmerican Express Co Recent Activity New Position	0.05%	$565,726 1,906 shares@ $296.82 avg price	New Position
ILMNIllumina Inc Recent Activity New Position	0.05%	$560,952 4,198 shares@ $133.63 avg price	New Position
BACBank America Corp Recent Activity New Position	0.05%	$545,745 12,417 shares@ $43.96 avg price	New Position
AMDAdvanced Micro Devices Inc Recent Activity New Position	0.05%	$513,961 4,255 shares@ $120.79 avg price	New Position
TRVTravelers Companies Inc Recent Activity New Position	0.04%	$479,214 1,989 shares@ $240.94 avg price	New Position
BABoeing Co Recent Activity New Position	0.04%	$466,935 2,638 shares@ $177.01 avg price	New Position