Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SAX WEALTH ADVISORS LLC | 07-12-2024 | 06-30-2024 | 274 | 1,049,713,160 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB CHARLES CORP | COM | 151 | $503,376 | 6,831 | 0.00 | 6,831 | +Inf | 06-30-2024 | |
| IDEXX LABS INC | COM | 152 | $497,431 | 1,021 | 0.00 | 1,021 | +Inf | 06-30-2024 | |
| DIREXION SHS ETF TR | NAS100 EQL WGT | 153 | $491,708 | 5,541 | 0.00 | 0.00 | -364 | -6.16 | 06-30-2024 |
| SERVICENOW INC | COM | 154 | $488,522 | 621 | 0.00 | 0.00 | 202 | 48.21 | 06-30-2024 |
