SAX WEALTH ADVISORS, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 12, 2026, for the 2025 Q4 period, SAX WEALTH ADVISORS, LLC held in its portfolio 473 assets valued at $2,125,354,521 (i.e. $2.13B).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($287.37M), FIDELITY MERRIMACK STR TR ($185.79M), and INVESCO EXCH TRADED FD TR II ($112.14M).
The chart below shows the top 10 valuable assets, and the table below shows the top 473 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
SAX WEALTH ADVISORS, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 3874407 | 287364801 | US EQUITY MARKET |
| FIDELITY MERRIMACK STR TR | 4035401 | 185789842 | TOTAL BD ETF |
| INVESCO EXCH TRADED FD TR II | 443394 | 112143175 | NASDAQ 100 ETF |
| ISHARES TR | 463270 | 92014695 | MSCI USA QLT FCT |
| DIMENSIONAL ETF TRUST | 2054917 | 81354174 | US CORE EQUITY 2 |
| DIMENSIONAL ETF TRUST | 757412 | 45096309 | US TARGETED VLU |
| DIMENSIONAL ETF TRUST | 897869 | 44803661 | INTERNATNAL VAL |
| ISHARES TR | 607500 | 40094997 | CORE S&P MCP ETF |
| DIMENSIONAL ETF TRUST | 548487 | 38213061 | US SMALL CAP ETF |
| DIMENSIONAL ETF TRUST | 813382 | 37895454 | US MKTWIDE VALUE |
| DIMENSIONAL ETF TRUST | 959742 | 36575763 | INTL CORE EQT MK |
| BERKSHIRE HATHAWAY INC DEL | 47 | 35475600 | CL A |
| INVESCO EXCHANGE TRADED FD T | 449419 | 33728918 | S&P500 QUALITY |
| PUTNAM ETF TRUST | 686031 | 31262430 | FOCUSED LAR CAP |
| APPLE INC | 114994 | 31262204 | COM |
| DIMENSIONAL ETF TRUST | 709200 | 26970865 | US HIGH PROFITAB |
| J P MORGAN EXCHANGE TRADED F | 326182 | 24424511 | INTRNL RES EQT |
| SPDR SERIES TRUST | 456326 | 24360699 | STATE STREET SPD |
| ISHARES TR | 136716 | 20328228 | CORE S&P TTL STK |
| ISHARES TR | 29612 | 20282365 | CORE S&P500 ETF |
| SPDR S&P 500 ETF TR | 29302 | 19981403 | TR UNIT |
| DIMENSIONAL ETF TRUST | 421672 | 19734264 | US CORE EQT MKT |
| INVESCO EXCHANGE TRADED FD T | 191398 | 19603016 | S&P MDCP QUALITY |
| VANECK ETF TRUST | 362439 | 19140408 | CLO ETF |
| NVIDIA CORPORATION | 100075 | 18663975 | COM |
| MICROSOFT CORP | 38037 | 18395268 | COM |
| AMERICAN CENTY ETF TR | 121707 | 13604410 | US EQT ETF |
| DIMENSIONAL ETF TRUST | 274325 | 13153885 | SHORT DURATION F |
| ISHARES TR | 180907 | 12918563 | EAFE VALUE ETF |
| ISHARES TR | 244883 | 12454763 | FLTG RATE NT ETF |
| VANGUARD INDEX FDS | 35392 | 11865873 | TOTAL STK MKT |
| DIMENSIONAL ETF TRUST | 346807 | 10981657 | INTL HIGH PROFIT |
| ALPHABET INC | 33896 | 10609411 | CAP STK CL A |
| FIDELITY COVINGTON TRUST | 187635 | 10289919 | BLUE CHIP GRWTH |
| VANGUARD SPECIALIZED FUNDS | 45298 | 9955594 | DIV APP ETF |
| DIMENSIONAL ETF TRUST | 288144 | 9857412 | US LARGE CAP VAL |
| INVESCO QQQ TR | 16033 | 9848987 | UNIT SER 1 |
| SCHWAB STRATEGIC TR | 271944 | 9806309 | FUNDAMENTAL EMER |
| VANGUARD INDEX FDS | 48257 | 9216694 | VALUE ETF |
| ISHARES TR | 76581 | 9203447 | CORE S&P SCP ETF |
| AMAZON COM INC | 39163 | 9039622 | COM |
| ALPHABET INC | 28006 | 8788312 | CAP STK CL C |
| ISHARES TR | 361295 | 8754176 | IBONDS DEC2026 |
| ISHARES TR | 18311 | 8666577 | RUS 1000 GRW ETF |
| BARCLAYS BANK PLC | 229962 | 8648871 | DJUBS CMDT ETN36 |
| DIMENSIONAL ETF TRUST | 255194 | 8352491 | WORLD EX US CORE |
| DIMENSIONAL ETF TRUST | 194532 | 8279284 | CORE FIXED INCOM |
| FIDELITY COVINGTON TRUST | 113798 | 8224165 | VLU FACTOR ETF |
| VANGUARD TAX-MANAGED FDS | 129868 | 8112832 | VAN FTSE DEV MKT |
| VANGUARD INDEX FDS | 12679 | 7951517 | S&P 500 ETF SHS |
| JPMORGAN CHASE & CO. | 23986 | 7728825 | COM |
| DIMENSIONAL ETF TRUST | 234750 | 7645814 | EMGR CRE EQT MNG |
| ISHARES TR | 35171 | 7458813 | S&P 500 VAL ETF |
| SPDR SERIES TRUST | 347657 | 7429439 | BLOOMBERG EMERGI |
| ISHARES TR | 74671 | 7170661 | MSCI EAFE ETF |
| JOHNSON & JOHNSON | 33668 | 6967613 | COM |
| ISHARES TR | 60930 | 6928960 | SP SMCP600VL ETF |
| ISHARES TR | 146234 | 6805733 | CORE UNIVRSL USD |
| BERKSHIRE HATHAWAY INC DEL | 13030 | 6549615 | CL B NEW |
| ISHARES TR | 67527 | 6429899 | MBS ETF |
| AMERICAN CENTY ETF TR | 77627 | 6390215 | INTL EQT ETF |
| ISHARES TR | 25046 | 6269254 | MSCI USA MMENTM |
| ISHARES TR | 258005 | 6264360 | IBONDS 27 ETF |
| FIDELITY COVINGTON TRUST | 161956 | 5924358 | ENHANCED INTL |
| FIDELITY COVINGTON TRUST | 192881 | 5919530 | FUNDAMENTAL SMAL |
| ISHARES TR | 116786 | 5893022 | TRS FLT RT BD |
| ISHARES TR | 51815 | 5709495 | IBOXX INV CP ETF |
| VANGUARD INDEX FDS | 11477 | 5599318 | GROWTH ETF |
| DIMENSIONAL ETF TRUST | 146601 | 5570855 | INTL SMALL CAP V |
| AMERICAN CENTY ETF TR | 53143 | 5419480 | US SML CP VALU |
| META PLATFORMS INC | 8019 | 5293163 | CL A |
| AMERICAN CENTY ETF TR | 111888 | 5173722 | CORE MUNI FXD IN |
| ISHARES TR | 50763 | 5070226 | CORE US AGGBD ET |
| MCDONALDS CORP | 16092 | 4918059 | COM |
| ISHARES TR | 103512 | 4901302 | HIGH YLD SYSTM B |
| VANGUARD INDEX FDS | 14971 | 4713021 | LARGE CAP ETF |
| SCHWAB STRATEGIC TR | 102718 | 4643881 | FUNDAMENTAL INTL |
| INVESCO EXCHANGE TRADED FD T | 23447 | 4491576 | S&P500 EQL WGT |
| DIMENSIONAL ETF TRUST | 122072 | 4118714 | EMERGING MKTS VA |
| FIDELITY COVINGTON TRUST | 105951 | 4044168 | ENHANCED LARGE |
| ISHARES TR | 29103 | 3979215 | MSCI USA VALUE |
| ISHARES TR | 10148 | 3925916 | RUSSELL 3000 ETF |
| ISHARES TR | 35752 | 3829351 | NATIONAL MUN ETF |
| ISHARES TR | 150058 | 3819725 | IBDS DEC28 ETF |
| J P MORGAN EXCHANGE TRADED F | 65886 | 3771330 | EQUITY PREMIUM |
| BROADCOM INC | 10700 | 3703271 | COM |
| PGIM ETF TR | 104016 | 3690475 | ACTV HY BD ETF |
| VANGUARD BD INDEX FDS | 49789 | 3687837 | TOTAL BND MRKT |
| SELECT SECTOR SPDR TR | 25598 | 3685404 | STATE STREET TEC |
| EXXON MOBIL CORP | 30537 | 3674831 | COM |
| ANALOG DEVICES INC | 12642 | 3428407 | COM |
| BLACKROCK ETF TRUST | 56172 | 3415827 | ISHARES US EQUIT |
| VANGUARD INDEX FDS | 11885 | 3065768 | SMALL CP ETF |
| HOME DEPOT INC | 8870 | 3052155 | COM |
| DIMENSIONAL ETF TRUST | 55008 | 2974283 | GLOBAL CORE PLUS |
| MERCK & CO INC | 27838 | 2930234 | COM |
| SCHWAB STRATEGIC TR | 104223 | 2835908 | FUNDAMENTAL US L |
| ISHARES TR | 20189 | 2813272 | ESG OPTIMIZED |
| NASDAQ INC | 28434 | 2761798 | COM |
| APPLIED MATLS INC | 10678 | 2744060 | COM |
| NETFLIX INC | 29140 | 2732187 | COM |
| ISHARES TR | 50722 | 2682190 | ISHS 1-5YR INVS |
| ISHARES TR | 27669 | 2605277 | MSCI USA MIN VOL |
| MASTERCARD INCORPORATED | 4518 | 2578975 | CL A |
| GE AEROSPACE | 8301 | 2557055 | COM NEW |
| FIDELITY COVINGTON TRUST | 11175 | 2510658 | MSCI INFO TECH I |
| DIMENSIONAL ETF TRUST | 34064 | 2508139 | US CORE EQUITY 1 |
| ISHARES TR | 17538 | 2475257 | SELECT DIVID ETF |
| ISHARES TR | 7083 | 2429105 | S&P 100 ETF |
| ISHARES TR | 26907 | 2407111 | CORE MSCI EAFE |
| TESLA INC | 5260 | 2365501 | COM |
| VISA INC | 6670 | 2339294 | COM CL A |
| VANGUARD WORLD FD | 16560 | 2337610 | MEGA CAP VAL ETF |
| ABBVIE INC | 9808 | 2240984 | COM |
| VANGUARD BD INDEX FDS | 27692 | 2182375 | SHORT TRM BOND |
| DIMENSIONAL ETF TRUST | 62311 | 2147248 | INTL CORE EQUITY |
| ISHARES TR | 89348 | 2091195 | IBONDS DEC 29 |
| INTERNATIONAL BUSINESS MACHS | 7057 | 2090444 | COM |
| CATERPILLAR INC | 3520 | 2016533 | COM |
| ISHARES TR | 9571 | 2013178 | RUS 1000 VAL ETF |
| DIMENSIONAL ETF TRUST | 41199 | 1984577 | NATL MUN BD ETF |
| SCHWAB STRATEGIC TR | 72789 | 1958742 | US LRG CAP ETF |
| SCHWAB STRATEGIC TR | 64958 | 1923406 | US LCAP VA ETF |
| JOHNSON CTLS INTL PLC | 16012 | 1917397 | SHS |
| WALMART INC | 16886 | 1881278 | COM |
| ISHARES TR | 15452 | 1873807 | ESG MSCI LEADR |
| CHEVRON CORP NEW | 12146 | 1851210 | COM |
| VANGUARD INDEX FDS | 6317 | 1833377 | MID CAP ETF |
| ISHARES GOLD TR | 22488 | 1825343 | ISHARES NEW |
| ISHARES TR | 39924 | 1814555 | MSCI INTL QUALTY |
| VANGUARD INDEX FDS | 5844 | 1765649 | SML CP GRW ETF |
| ISHARES TR | 13678 | 1762162 | ESG MSCI KLD 400 |
| COSTCO WHSL CORP NEW | 2020 | 1742286 | COM |
| PEPSICO INC | 12126 | 1740342 | COM |
| NEXTERA ENERGY INC | 21600 | 1734035 | COM |
| GOLDMAN SACHS ETF TR | 13047 | 1727036 | ACTIVEBETA US LG |
| VANGUARD INDEX FDS | 18525 | 1639287 | REAL ESTATE ETF |
| NUVEEN NEW JERSEY QULT MUN F | 128142 | 1619715 | COM |
| VANECK ETF TRUST | 113305 | 1606671 | BDC INCOME ETF |
| PHILIP MORRIS INTL INC | 9994 | 1602966 | COM |
| COLGATE PALMOLIVE CO | 20039 | 1583475 | COM |
| PARKER-HANNIFIN CORP | 1768 | 1553801 | COM |
| VANGUARD INTL EQUITY INDEX F | 10734 | 1514208 | TT WRLD ST ETF |
| SALESFORCE INC | 5660 | 1499417 | COM |
| VANGUARD SCOTTSDALE FDS | 31641 | 1489648 | MTG-BKD SECS ETF |
| ISHARES TR | 7454 | 1488464 | U.S. TECH ETF |
| ISHARES TR | 11759 | 1449475 | S&P 500 GRWT ETF |
| PALANTIR TECHNOLOGIES INC | 8072 | 1434736 | CL A |
| BLACKSTONE INC | 9306 | 1434483 | COM |
| INTUITIVE SURGICAL INC | 2525 | 1430027 | COM NEW |
| SPDR GOLD TR | 3575 | 1416626 | GOLD SHS |
| VANGUARD WORLD FD | 1864 | 1404694 | INF TECH ETF |
| WELLTOWER INC | 7559 | 1403053 | COM |
| VANGUARD INTL EQUITY INDEX F | 25896 | 1392191 | FTSE EMR MKT ETF |
| PALO ALTO NETWORKS INC | 7494 | 1380395 | COM |
| MARVELL TECHNOLOGY INC | 15901 | 1351258 | COM |
| RTX CORPORATION | 7362 | 1350202 | COM |
| CROWDSTRIKE HLDGS INC | 2865 | 1342997 | CL A |
| ISHARES TR | 11748 | 1338317 | EAFE GRWTH ETF |
| VANECK ETF TRUST | 75622 | 1335491 | PREFERRED SECURT |
| ISHARES TR | 9709 | 1329490 | RUS MD CP GR ETF |
| INVESCO EXCHANGE TRADED FD T | 28647 | 1303711 | S&P500 EQL TEC |
| CACI INTL INC | 2434 | 1296860 | CL A |
| DISNEY WALT CO | 11296 | 1285134 | COM |
| SELECT SECTOR SPDR TR | 28547 | 1276323 | STATE STREET ENE |
| WISDOMTREE TR | 25310 | 1273574 | FLOATNG RAT TREA |
| AMERICAN CENTY ETF TR | 16393 | 1262609 | AVANTIS EMGMKT |
| GOLDMAN SACHS GROUP INC | 1436 | 1261893 | COM |
| ISHARES TR | 16004 | 1240825 | EAFE SML CP ETF |
| ISHARES INC | 18271 | 1232947 | EM MKT SM-CP ETF |
| TAKE-TWO INTERACTIVE SOFTWAR | 4795 | 1227664 | COM |
| BANK AMERICA CORP | 21689 | 1192902 | COM |
| ISHARES TR | 52960 | 1168836 | IBONDS DEC 2030 |
| VANGUARD INTL EQUITY INDEX F | 15876 | 1167870 | ALLWRLD EX US |
| VANGUARD ADMIRAL FDS INC | 10407 | 1163537 | MIDCP 400 IDX |
| ISHARES TR | 21477 | 1157166 | ISHS 5-10YR INVT |
| CONFLUENT INC | 38208 | 1155410 | CLASS A COM |
| VANGUARD WORLD FD | 6198 | 1146856 | UTILITIES ETF |
| CORNING INC | 13074 | 1144759 | COM |
| PIMCO ETF TR | 11478 | 1131444 | ENHANCD SHORT |
| ISHARES TR | 10579 | 1128752 | SHRT NAT MUN ETF |
| SHOPIFY INC | 6984 | 1124214 | CL A SUB VTG SHS |
| SELECT SECTOR SPDR TR | 20439 | 1119471 | STATE STREET FIN |
| ORACLE CORP | 5706 | 1112085 | COM |
| NOVO-NORDISK A S | 21751 | 1106691 | ADR |
| PROCTER AND GAMBLE CO | 87060 | 1100025 | COM |
| JANUS DETROIT STR TR | 23901 | 1092046 | HENDERSON MTG |
| AT&T INC | 43856 | 1089371 | COM |
| VERTIV HOLDINGS CO | 6666 | 1079931 | COM CL A |
| TAIWAN SEMICONDUCTOR MFG LTD | 3526 | 1071598 | SPONSORED ADS |
| CISCO SYS INC | 13653 | 1051692 | COM |
| IDEXX LABS INC | 1541 | 1042533 | COM |
| ISHARES BITCOIN TRUST ETF | 20383 | 1011999 | SHS BEN INT |
| UBER TECHNOLOGIES INC | 12221 | 998571 | COM |
| BLACKROCK ENHANCED GLOBAL DI | 85274 | 998559 | COM |
| ISHARES TR | 32178 | 996237 | PFD AND INCM SEC |
| VANGUARD ADMIRAL FDS INC | 2241 | 996128 | 500 GRTH IDX F |
| VANGUARD STAR FDS | 13199 | 995741 | VG TL INTL STK F |
| THERMO FISHER SCIENTIFIC INC | 1716 | 994336 | COM |
| ELI LILLY & CO | 922 | 990761 | COM |
| MORGAN STANLEY | 5439 | 965535 | COM NEW |
| DEXCOM INC | 14537 | 964821 | COM |
| CARDINAL HEALTH INC | 4664 | 958452 | COM |
| VANECK ETF TRUST | 36915 | 953145 | JP MRGAN EM LOC |
| ADVANCED MICRO DEVICES INC | 4437 | 950228 | COM |
| ALPS ETF TR | 20197 | 949667 | ALERIAN MLP |
| STRYKER CORPORATION | 2689 | 944993 | COM |
| INVESCO EXCH TRADED FD TR II | 41676 | 929949 | NY AMT FRE MUN |
| VANGUARD WHITEHALL FDS | 6472 | 928834 | HIGH DIV YLD |
| INVESCO SR INCOME TR | 281274 | 919767 | COM |
| ISHARES TR | 9589 | 911818 | ESG AW MSCI EAFE |
| SCHWAB CHARLES CORP | 9100 | 909177 | COM |
| VANGUARD SCOTTSDALE FDS | 11941 | 905699 | LG-TERM COR BD |
| AMERICAN EXPRESS CO | 2421 | 895575 | COM |
| INSULET CORP | 3098 | 880576 | COM |
| ACCENTURE PLC IRELAND | 3203 | 859243 | SHS CLASS A |
| VANGUARD MUN BD FDS | 16860 | 847899 | TAX EXEMPT BD |
| ABBOTT LABS | 6707 | 840361 | COM |
| SCHWAB STRATEGIC TR | 25759 | 840264 | US LCAP GR ETF |
| VANGUARD SCOTTSDALE FDS | 10451 | 833283 | SHRT TRM CORP BD |
| EA SERIES TRUST | 7188 | 827341 | ALPHA ARCH 1-3 |
| INVESCO EXCH TRD SLF IDX FD | 40539 | 800240 | BULSHS 2027 CB |
| VANECK ETF TRUST | 7661 | 793327 | MRNGSTR WDE MOAT |
| ISHARES TR | 11278 | 786525 | FUTURE EXPONENTI |
| INVESCO EXCH TRD SLF IDX FD | 37648 | 775549 | INVSCO BLSH 28 |
| BLACKROCK ETF TRUST II | 14666 | 773942 | ISHARES FLEXIBLE |
| ISHARES TR | 8974 | 759555 | CORE MSCI TOTAL |
| LAM RESEARCH CORP | 4436 | 759359 | COM NEW |
| INVESCO EXCH TRD SLF IDX FD | 40116 | 755585 | BULETSHS 2029 |
| EATON CORP PLC | 2353 | 749470 | SHS |
| VERIZON COMMUNICATIONS INC | 18250 | 743336 | COM |
| ISHARES TR | 15588 | 716736 | ESG AWARE MSCI |
| ROBINHOOD MKTS INC | 6298 | 712251 | COM CL A |
| INVESCO EXCH TRD SLF IDX FD | 36013 | 704955 | BULSHS 2026 CB |
| DIREXION SHS ETF TR | 6854 | 701233 | NAS100 EQL WGT |
| VANGUARD WHITEHALL FDS | 7757 | 698111 | INTL HIGH ETF |
| DATADOG INC | 5115 | 695589 | CL A COM |
| TJX COS INC NEW | 4508 | 692455 | COM |
| ISHARES TR | 1836 | 685719 | RUS 1000 ETF |
| GE VERNOVA INC | 1048 | 684774 | COM |
| BANK NEW YORK MELLON CORP | 5887 | 683422 | COM |
| HILTON WORLDWIDE HLDGS INC | 2370 | 680797 | COM |
| AMERICAN CENTY ETF TR | 8488 | 680257 | AVANTIS ALL EQT |
| CME GROUP INC | 2491 | 680155 | COM |
| PNC FINL SVCS GROUP INC | 3215 | 671122 | COM |
| HONEYWELL INTL INC | 3364 | 656322 | COM |
| TKO GROUP HOLDINGS INC | 3125 | 653125 | CL A |
| UBS GROUP AG | 13990 | 647857 | SHS |
| LOWES COS INC | 2634 | 635186 | COM |
| RBB FD INC | 12631 | 632436 | US TRSRY 6 MNTH |
| ISHARES TR | 10141 | 630263 | U.S. MED DVC ETF |
| INVESCO EXCH TRD SLF IDX FD | 37232 | 629965 | INVSCO 30 CORP |
| SERVICENOW INC | 4111 | 629764 | COM |
| DANAHER CORPORATION | 2745 | 628455 | COM |
| EA SERIES TRUST | 26828 | 625101 | EA BRIDGEWAY OMN |
| TRAVELERS COMPANIES INC | 2133 | 618574 | COM |
| MICRON TECHNOLOGY INC | 2151 | 614045 | COM |
| ISHARES TR | 7520 | 606338 | IBOXX HI YD ETF |
| LINDE PLC | 1414 | 603093 | SHS |
| ISHARES TR | 5696 | 602010 | EXPANDED TECH |
| PUBLIC SVC ENTERPRISE GRP IN | 7445 | 597822 | COM |
| VANGUARD CHARLOTTE FDS | 12345 | 596490 | TOTAL INT BD ETF |
| INTEL CORP | 16130 | 595215 | COM |
| XYLEM INC | 4343 | 591430 | COM |
| BIOGEN INC | 3330 | 586030 | COM |
| BLACKROCK INC | 541 | 579387 | COM |
| ISHARES INC | 7958 | 578386 | MSCI EMRG CHN |
| WELLS FARGO CO NEW | 6201 | 577975 | COM |
| DIMENSIONAL ETF TRUST | 25014 | 572851 | US REAL ESTATE E |
| FIDELITY COVINGTON TRUST | 6811 | 571852 | MOMENTUM FACTR |
| ISHARES TR | 6860 | 567802 | INTL DIV GRWTH |
| ROYAL BK CDA | 3321 | 566197 | COM |
| SPDR S&P MIDCAP 400 ETF TR | 926 | 558637 | UTSER1 S&PDCRP |
| ISHARES TR | 3957 | 558113 | RUS MDCP VAL ETF |
| BOOKING HOLDINGS INC | 104 | 555503 | COM |
| ISHARES TR | 2241 | 551606 | RUSSELL 2000 ETF |
| INVESCO EXCH TRD SLF IDX FD | 25600 | 550656 | BULETSHS 2029 HG |
| ISHARES TR | 9901 | 541690 | MSCI EMG MKT ETF |
| ISHARES TR | 2986 | 541087 | RUS 2000 VAL ETF |
| HCA HEALTHCARE INC | 1156 | 539777 | COM |
| GLOBAL X FDS | 13152 | 534354 | S&P 500 COVERED |
| ALLIANCEBERNSTEIN GLOBAL HIG | 49230 | 526269 | COM |
| MARATHON PETE CORP | 3232 | 525699 | COM |
| METTLER TOLEDO INTERNATIONAL | 373 | 520033 | COM |
| DOMINION ENERGY INC | 8814 | 516412 | COM |
| ROSS STORES INC | 2860 | 515187 | COM |
| HUBSPOT INC | 1273 | 510855 | COM |
| PFIZER INC | 20190 | 502740 | COM |
| AMPLIFY ETF TR | 6255 | 502714 | AMPLIFY CYBERSEC |
| DIMENSIONAL ETF TRUST | 15249 | 502315 | INTL SMALL CAP E |
| ISHARES TR | 23357 | 494001 | IBONDS DEC 2031 |
| VANGUARD BD INDEX FDS | 9762 | 486538 | VANGUARD ULTRA |
| ISHARES TR | 6842 | 475006 | CORE DIV GRWTH |
| ISHARES TR | 3866 | 470194 | CORE HIGH DV ETF |
| INVESCO EXCH TRD SLF IDX FD | 28090 | 468963 | BULETSHS 2031 CP |
| AMGEN INC | 1431 | 468350 | COM |
| J P MORGAN EXCHANGE TRADED F | 7408 | 468053 | US QUALTY FCTR |
| GLOBAL X FDS | 26430 | 467019 | NASDAQ 100 COVER |
| VIRTUS DIVIDEND INTEREST & P | 36035 | 464491 | COM |
| RYDER SYS INC | 2375 | 454551 | COM |
| TE CONNECTIVITY PLC | 1983 | 451125 | ORD SHS |
| TRIMBLE INC | 5687 | 445576 | COM |
| AMERICAN CENTY ETF TR | 5860 | 444012 | US LARGE CAP VLU |
| ARES CAPITAL CORP | 21842 | 441862 | COM |
| VANGUARD SCOTTSDALE FDS | 3627 | 441587 | VNG RUS1000GRW |
| SCHWAB STRATEGIC TR | 16036 | 439863 | US DIVIDEND EQ |
| FORTINET INC | 5511 | 437629 | COM |
| 3M CO | 2730 | 437073 | COM |
| TEMPLETON EMERGING MKTS INCO | 67552 | 435710 | COM |
| ISHARES TR | 4524 | 435498 | RUS MID CAP ETF |
| CONSOLIDATED EDISON INC | 4383 | 435320 | COM |
| SCHWAB STRATEGIC TR | 18482 | 431928 | US AGGREGATE B |
| ISHARES TR | 4238 | 430859 | 10-20 YR TRS ETF |
| S&P GLOBAL INC | 819 | 428001 | COM |
| CONOCOPHILLIPS | 4544 | 425408 | COM |
| ISHARES TR | 6505 | 423476 | US HLTHCARE ETF |
| BOEING CO | 1945 | 422321 | COM |
| ISHARES INC | 6279 | 422054 | CORE MSCI EMKT |
| ISHARES TR | 16691 | 421281 | ESG AWRE 1 5 YR |
| RBB FD INC | 8305 | 416846 | US TREASRY 12 MT |
| BANK AMERICA CORP | 330 | 413160 | 7.25%CNV PFD L |
| REALTY INCOME CORP | 7258 | 409145 | COM |
| DUKE ENERGY CORP NEW | 3472 | 406991 | COM NEW |
| ISHARES INC | 5019 | 405234 | MSCI JAPAN ETF |
| VANGUARD INDEX FDS | 1912 | 404854 | SM CP VAL ETF |
| ASTRAZENECA PLC | 4393 | 403848 | SPONSORED ADR |
| BRISTOL-MYERS SQUIBB CO | 7483 | 403652 | COM |
| STARBUCKS CORP | 4788 | 403164 | COM |
| UNION PAC CORP | 1740 | 402392 | COM |
| SCHWAB STRATEGIC TR | 12234 | 400664 | EMRG MKTEQ ETF |
| QUALCOMM INC | 2341 | 400380 | COM |
| HOWMET AEROSPACE INC | 1935 | 396719 | COM |
| LOCKHEED MARTIN CORP | 816 | 394753 | COM |
| ISHARES TR | 15255 | 391092 | IBONDS DEC 26 |
| J P MORGAN EXCHANGE TRADED F | 7658 | 387396 | ULTRA SHRT ETF |
| SOUTHERN CO | 4402 | 383842 | COM |
| ISHARES TR | 15089 | 383110 | IBONDS DEC 27 |
| AMPHENOL CORP NEW | 2833 | 382873 | CL A |
| VANGUARD WORLD FD | 925 | 381735 | MEGA GRWTH IND |
| DIMENSIONAL ETF TRUST | 7366 | 381559 | GLOBAL SUSTAINA |
| CITIGROUP INC | 3268 | 381398 | COM NEW |
| PROSHARES TR | 3622 | 376942 | S&P 500 DV ARIST |
| ISHARES TR | 14702 | 376009 | IBONDS DEC 28 |
| SCHWAB STRATEGIC TR | 11682 | 368100 | FUNDAMENTAL US S |
| KEYCORP | 17753 | 366422 | COM |
| JOHN HANCOCK DIVERSIFIED INC | 33953 | 364995 | COM |
| TEXAS INSTRS INC | 2086 | 361918 | COM |
| ISHARES INC | 8051 | 355601 | ESG AWR MSCI EM |
| ISHARES TR | 8541 | 354281 | INTERNATIONAL SL |
| ZOETIS INC | 2810 | 353507 | CL A |
| AUTOMATIC DATA PROCESSING IN | 1354 | 348246 | COM |
| DEERE & CO | 746 | 347489 | COM |
| NORFOLK SOUTHN CORP | 1196 | 345309 | COM |
| BECTON DICKINSON & CO | 1776 | 344580 | COM |
| SCHWAB STRATEGIC TR | 14206 | 341505 | INTL EQTY ETF |
| WISDOMTREE TR | 3871 | 340978 | US LARGECAP DIVD |
| FIRST TR EXCHANGE TRADED FD | 3498 | 338746 | NASD TECH DIV |
| PACKAGING CORP AMER | 1642 | 338630 | COM |
| FEDEX CORP | 1170 | 337966 | COM |
| GILEAD SCIENCES INC | 2736 | 335842 | COM |
| ISHARES TR | 3677 | 329312 | CORE 80/20 AGGRE |
| ISHARES TR | 1529 | 328197 | US AER DEF ETF |
| ROYCE MICRO-CAP TR INC | 31430 | 327815 | COM |
| MCKESSON CORP | 398 | 326475 | COM |
| MEDTRONIC PLC | 3381 | 324779 | SHS |
| ARISTA NETWORKS INC | 2465 | 322985 | COM SHS |
| INTUIT | 487 | 322775 | COM |
| ISHARES TR | 7795 | 322556 | ESG AWARE 80/20 |
| VANGUARD MALVERN FDS | 6510 | 321985 | STRM INFPROIDX |
| CHUBB LIMITED | 1017 | 317442 | COM |
| VANECK ETF TRUST | 30000 | 315300 | MORTGAGE REIT |
| MOODYS CORP | 614 | 313662 | COM |
| GENERAL DYNAMICS CORP | 925 | 311347 | COM |
| SCHWAB STRATEGIC TR | 6817 | 310374 | INTL SCEQT ETF |
| EOG RES INC | 2940 | 308679 | COM |
| DIMENSIONAL ETF TRUST | 9570 | 308633 | EMERGING MKTS HI |
| ALTRIA GROUP INC | 5329 | 307268 | COM |
| ILLINOIS TOOL WKS INC | 1242 | 305898 | COM |
| PRUDENTIAL FINL INC | 2709 | 305745 | COM |
| COCA COLA CO | 4344 | 303680 | COM |
| KROGER CO | 4851 | 303108 | COM |
| ENTERPRISE PRODS PARTNERS L | 9451 | 303012 | COM |
| JAPAN SMALLER CAPITALIZATION | 27225 | 301653 | COM |
| NUCOR CORP | 1842 | 300449 | COM |
| ISHARES TR | 926 | 299107 | RUS 2000 GRW ETF |
| VANGUARD WORLD FD | 4161 | 298011 | ESG INTL STK ETF |
| ISHARES TR | 4415 | 296379 | MSCI ACWI EX US |
| WW GRAINGER INC | 293 | 295652 | COM |
| AMERICAN ELEC PWR CO INC | 2564 | 295623 | COM |
| INVESCO EXCHANGE TRADED FD T | 14500 | 295591 | HIG YLD EQ DIV |
| SYSCO CORP | 3976 | 293024 | COM |
| SHELL PLC | 3983 | 292707 | SPON ADS |
| SPDR INDEX SHS FDS | 6239 | 292070 | PORTFOLIO EMG MK |
| ISHARES TR | 1957 | 291519 | ESG AWR MSCI USA |
| VALERO ENERGY CORP | 1787 | 290961 | COM |
| PROGRESSIVE CORP | 1267 | 288521 | COM |
| TORONTO DOMINION BK ONT | 3048 | 287122 | COM NEW |
| LA Z BOY INC | 7674 | 286010 | COM |
| GLOBAL X FDS | 5618 | 285725 | ARTIFICIAL ETF |
| ENBRIDGE INC | 5936 | 283940 | COM |
| CAPITAL GROUP GBL GROWTH EQT | 8038 | 278517 | SHS CREATION UNI |
| ASSURANT INC | 1155 | 278184 | COM |
| VALLEY NATL BANCORP | 23794 | 277911 | COM |
| NUVEEN AMT-FREE MUN VALUE FD | 19419 | 277886 | COM |
| CENCORA INC | 820 | 276955 | COM |
| WELLS FARGO CO NEW | 227 | 275124 | PERP PFD CNV A |
| SPDR DOW JONES INDL AVERAGE | 571 | 274596 | UT SER 1 |
| UNITEDHEALTH GROUP INC | 831 | 274238 | COM |
| UNITED AIRLS HLDGS INC | 2438 | 272617 | COM |
| GARMIN LTD | 1341 | 272022 | SHS |
| MARSH & MCLENNAN COS INC | 1450 | 268929 | COM |
| ISHARES TR | 10378 | 264950 | IBONDS DEC 2032 |
| DIMENSIONAL ETF TRUST | 7981 | 262488 | US SMALL CAP VAL |
| REPUBLIC SVCS INC | 1238 | 262369 | COM |
| ISHARES TR | 3138 | 259860 | 1 3 YR TREAS BD |
| KENVUE INC | 14871 | 256530 | COM |
| FIRST TR EXCHANGE-TRADED FD | 5563 | 256344 | SHS |
| PTC INC | 1465 | 255218 | COM |
| TEXAS PACIFIC LAND CORPORATI | 881 | 252932 | COM |
| ISHARES U S ETF TR | 5000 | 251600 | SHORT MATURITY M |
| SONIC AUTOMOTIVE INC | 4057 | 250966 | CL A |
| INVESCO EXCH TRADED FD TR II | 12500 | 248500 | CEF INM COMPSI |
| BLACKROCK ETF TRUST | 6432 | 248003 | ISHARES US THEMA |
| FORD MTR CO | 18826 | 246997 | COM |
| AFLAC INC | 2225 | 245351 | COM |
| ISHARES TR | 5489 | 245084 | ESG SELECT SCRE |
| ISHARES TR | 4497 | 243063 | MSCI INDIA ETF |
| SEMTECH CORP | 3293 | 242661 | COM |
| UNITED PARCEL SERVICE INC | 2446 | 242656 | CL B |
| SCHWAB STRATEGIC TR | 8064 | 242472 | US MID-CAP ETF |
| WISDOMTREE TR | 2057 | 236524 | US AI ENHANCED |
| WASTE MGMT INC DEL | 1076 | 236378 | COM |
| VANGUARD SCOTTSDALE FDS | 2797 | 234249 | INT-TERM CORP |
| PHILLIPS 66 | 1811 | 233691 | COM |
| REGENERON PHARMACEUTICALS | 302 | 233006 | COM |
| FIRST TR EXCH TRADED FD III | 12652 | 230519 | PFD SECS INC ETF |
| AMPLIFY ETF TR | 5175 | 230302 | CWP ENHANCED DIV |
| ASML HOLDING N V | 214 | 229175 | N Y REGISTRY SHS |
| ADOBE INC | 653 | 228545 | COM |
| YUM BRANDS INC | 1503 | 227374 | COM |
| ISHARES TR | 9677 | 226302 | ESG AWRE USD ETF |
| SPROTT ASSET MANAGEMENT LP | 4931 | 225840 | PHYSICAL GOLD AN |
| NUVEEN MASSACHUSETS QLT MUN | 19881 | 225252 | COM |
| FASTENAL CO | 5599 | 224688 | COM |
| ISHARES TR | 3888 | 223866 | ESG MSCI USA ETF |
| BLACKSTONE LONG SHORT CR INC | 19019 | 221759 | COM SHS BN INT |
| RAYMOND JAMES FINL INC | 1369 | 219848 | COM |
| CANADIAN NATL RY CO | 2218 | 219249 | COM |
| ISHARES TR | 2124 | 219048 | US CONSUM DISCRE |
| OSPREY BITCOIN TR | 7754 | 218381 | UNIT BEN INT |
| HEWLETT PACKARD ENTERPRISE C | 9088 | 218294 | COM |
| SCHWAB STRATEGIC TR | 7504 | 213709 | US SML CAP ETF |
| ENERGY TRANSFER L P | 12914 | 212951 | COM UT LTD PTN |
| ISHARES TR | 2986 | 208751 | MSCI INDIA SM CP |
| KIMBALL ELECTRONICS INC | 7475 | 207955 | COM |
| BLACKROCK MUNIHLDGS NJ QLTY | 17343 | 206382 | COM |
| ISHARES TR | 4667 | 204928 | ESG ADVANCED UNI |
| WORLD GOLD TR | 2395 | 204461 | SPDR GLD MINIS |
| T ROWE PRICE ETF INC | 5300 | 202566 | CAP APPRECIATION |
| DORCHESTER MINERALS LP | 9050 | 202358 | COM UNIT |
| EA SERIES TRUST | 6405 | 201495 | INTL QUAN VALUE |
| BLUEROCK PVT REAL ESTATE FD | 12461 | 186915 | COM |
| TERAWULF INC | 16148 | 185541 | COM |
| INVESCO EXCH TRADED FD TR II | 16359 | 183876 | PFD ETF |
| EATON VANCE TAX-MANAGED GLOB | 18599 | 177245 | COM |
| XAI OCTAGN FLT RAT & ALT INM | 35405 | 169944 | COM |
| NUVEEN SELECT MAT MUN FD | 18240 | 169814 | SH BEN INT |
| CEMEX SAB DE CV | 14091 | 161906 | SPON ADR NEW |
| EATON VANCE MUNI INCOME TRUS | 13481 | 145056 | SH BEN INT |
| CNH INDL N V | 14572 | 134354 | SHS |
| BED BATH & BEYOND INC | 19793 | 108070 | COM |
| LIBERTY ALL STAR EQUITY FD | 16760 | 105253 | SH BEN INT |
| OPKO HEALTH INC | 20298 | 25575 | COM |
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