13FBOX
SACKS & ASSOCIATES, LLC · 13F Holdings
Options Calculator Rankings

SACKS & ASSOCIATES, LLC

No.8128 Data as of 2026Q2
Latest AUM (Q2 2026)
$150.8M
QoQ Change Q1 2026
+$150.8Mnew
Holdings
80
New Buys
80
Adds
0
Reduces
0
Exits
0
Unchanged
0
Holdings Value Trend
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
IISHARES S&PIVE
10.48%$15.8M68,183$00+68,183New Buy
BERKSHIRE HATHAWAY INC DELBRK.B
5.44%$8.2M16,020$00+16,020New Buy
SSELECT SECTOR SPDR TRXLP
4.39%$6.6M77,857$00+77,857New Buy
SSPDR SERIES TRUSTBIL
4.25%$6.4M69,830$00+69,830New Buy
JJ P MORGAN EXCHANGE TRADED FD INTRNL RES EQTJIRE
4.01%$6.1M72,494$00+72,494New Buy
FFT VEST U.S. EQUITY BUFFER ETF - MAYFMAY
3.49%$5.3M93,283$00+93,283New Buy
VANECK ETF TRUSTSMH
3.22%$4.9M8,976$00+8,976New Buy
IISHARES TRIVW
3.15%$4.8M35,139$00+35,139New Buy
FFIRST TRUST SENIOR LOAN FUNDFTSL
3.12%$4.7M104,910$00+104,910New Buy
AALPS ETF TRAMLP
3.08%$4.6M84,244$00+84,244New Buy
SSTATE STREETMDYV
2.94%$4.4M46,631$00+46,631New Buy
IISHARES RUSSELL 2000 GROWTH ETFIWO
2.81%$4.2M11,430$00+11,430New Buy
ALPHABET INCGOOGL
2.78%$4.2M11,777$00+11,777New Buy
MOODYS CORPMCO
2.27%$3.4M7,160$00+7,160New Buy
SSTATE STREETMDYG
2.25%$3.4M31,829$00+31,829New Buy
CROWDSTRIKE HLDGS INCCRWD
2.24%$3.4M4,424$00+4,424New Buy
NVIDIA CORPORATIONNVDA
2.09%$3.1M15,675$00+15,675New Buy
SSELECT SECTOR SPDR TRXLU
2.03%$3.1M68,898$00+68,898New Buy
FFIRST TRUST WATER ETFFIW
1.96%$3.0M27,204$00+27,204New Buy
FFIRST TR EXCHNG TRADED FD VIQDEC
1.86%$2.8M79,656$00+79,656New Buy
SSCHWAB U.S. LARGE-CAP GROWTH ETFSCHG
1.63%$2.5M71,859$00+71,859New Buy
IINTERNATIONAL BUSINESS MACHSIBM
1.44%$2.2M9,717$00+9,717New Buy
SSTATE STREETXLI
1.39%$2.1M11,677$00+11,677New Buy
DDELL TECHNOLOGIES INC CLASS CDELL
1.33%$2.0M4,940$00+4,940New Buy
IISHARES TREEM
1.23%$1.9M28,891$00+28,891New Buy
TTHE ALGER ETF TRUST CONCENTRATED EQUITY ETFCNEQ
1.23%$1.9M48,172$00+48,172New Buy
IISHARES U.S. TELECOMMUNICATIONS ETFIYZ
1.21%$1.8M44,326$00+44,326New Buy
RTX CORPORATIONRTX
1.2%$1.8M8,408$00+8,408New Buy
SSTATE STR SPDR S&P 500 ETF TSPY
1.02%$1.5M2,057$00+2,057New Buy
IISHARES TRIVV
0.94%$1.4M1,883$00+1,883New Buy
AAlphabet Inc Class CGOOG
0.92%$1.4M3,882$00+3,882New Buy
AMAZON COM INCAMZN
0.91%$1.4M5,046$00+5,046New Buy
COSTCO WHOLESALE CORPORATIONCOST
0.79%$1.2M1,250$00+1,250New Buy
CISCO SYS INCCSCO
0.76%$1.1M9,875$00+9,875New Buy
RRIO TINTO PLCBBP
0.73%$1.1M11,425$00+11,425New Buy
IISHARES TRIWS
0.72%$1.1M6,498$00+6,498New Buy
TTOLL BROTHERS INCTOL
0.71%$1.1M7,333$00+7,333New Buy
FFIRST TR EXCHNG TRADED FD VIFDEC
0.69%$1.0M18,994$00+18,994New Buy
HEWLETT PACKARD ENTERPRISE CHPE
0.67%$1.0M21,105$00+21,105New Buy
ADVANCED MICRO DEVICES INCAMD
0.6%$908,4941,908$00+1,908New Buy
FFIRST TR EXCHNG TRADED FD VIQMAG
0.59%$892,95635,074$00+35,074New Buy
CHEVRON CORPORATIONCVX
0.55%$827,6324,205$00+4,205New Buy
EVEREST GROUP LTDEG
0.55%$822,3822,198$00+2,198New Buy
BROADCOM INCAVGO
0.54%$816,5992,098$00+2,098New Buy
LENNAR CORPLEN
0.54%$808,5609,819$00+9,819New Buy
IISHARES BITCOIN TRUST ETFIBIT
0.45%$679,76219,073$00+19,073New Buy
SSPDR SERIES TRUSTSDY
0.42%$639,9954,129$00+4,129New Buy
DEERE & CODE
0.41%$621,5151,049$00+1,049New Buy
KINDER MORGAN INC DEL COMKMI
0.41%$620,20519,273$00+19,273New Buy
EXXON MOBIL CORPXOM
0.39%$585,1903,765$00+3,765New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow