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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
XLESelect Sector Spdr Tr
Recent Activity
Decreased -5.41%
0.11%
$1.376M
16,058 shares@ $85.66 avg price
IWPIshares Tr
Recent Activity
Decreased -1.12%
0.11%
$1.352M
10,670 shares@ $126.76 avg price
SPYDSpdr Ser Tr
Recent Activity
Decreased -7.71%
0.11%
$1.345M
31,113 shares@ $43.24 avg price
CFLTConfluent Inc
Recent Activity
Decreased -1.61%
0.11%
$1.314M
47,009 shares@ $27.97 avg price
ESGDIshares Tr
Recent Activity
Decreased -22.48%
0.09%
$1.122M
14,731 shares@ $76.14 avg price
VZVerizon Communications Inc
Recent Activity
Decreased -2.96%
0.09%
$1.062M
26,568 shares@ $39.99 avg price
DDOGDatadog Inc
Recent Activity
Decreased -10.67%
0.09%
$1.044M
7,307 shares@ $142.89 avg price
BXBlackstone Inc
Recent Activity
Decreased -2.75%
0.09%
$1.042M
6,041 shares@ $172.41 avg price
IBMInternational Business Machs
Recent Activity
Decreased -2.9%
0.08%
$1.001M
4,551 shares@ $219.85 avg price
XLFSelect Sector Spdr Tr
Recent Activity
Decreased -15.34%
0.07%
$889,578
18,406 shares@ $48.34 avg price