Long-term investor
Sax Wealth Advisors, LLC @saxwealthadvisorsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001846150).
Record
- Tracked since 2025-06-30 (450 days), 47 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +0.4% · 1 year n/a · all +1.1%
- Max drawdown n/a · win rate 56% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 25434V401 · 12.3% · long · since 2025-06-30
- 316188309 · 8.3% · long · since 2025-06-30
- 46138G649 · 4.7% · long · since 2025-06-30
- 46432F339 · 3.6% · long · since 2025-06-30
- 25434V708 · 3.4% · long · since 2025-06-30
- 464287507 · 2.1% · long · since 2025-06-30
- 25434V807 · 2.0% · long · since 2025-06-30
- 25434V609 · 2.0% · long · since 2025-06-30
- 25434V203 · 1.9% · long · since 2025-06-30
- 25434V500 · 1.7% · long · since 2025-06-30
- 46137V241 · 1.7% · long · since 2025-06-30
- 25434V724 · 1.6% · long · since 2025-06-30