Axim Planning & Wealth Purchases and Sells in Q1 2025

Axim Planning & Wealth

$113 Million
Q1 2025

Top Buys

Incresed Positions

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BOND	650 + 27.96%	$89.27 - $92.9 $58K - $60.4K	2.98K $275K
TSLA	751 + 70.52%	$222.15 - $428.22 $167K - $322K	1.82K $470K
VTV	60 + 3.75%	$167.73 - $179.21 $10.1K - $10.8K	1.66K $287K
META	34 + 8.92%	$576.36 - $736.67 $19.6K - $25K	415 $239K
VBR	60 + 4.01%	$183.02 - $207.75 $11K - $12.5K	1.56K $290K
LCID	200 + 1.39%	$2.03 - $3.48 $406 - $696	14.6K $35K

New Holdings

16 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BTAL	41.5K New	$17.67 - $20.85 $734K - $866K	41.5K $865K
CTAS	2.27K New	$182.09 - $208.14 $413K - $472K	2.27K $466K
XLK	2.05K New	$206.38 - $242.18 $423K - $496K	2.05K $422K
CTA	12.6K New	$27.81 - $30.21 $351K - $381K	12.6K $373K
RSP	1.92K New	$169.43 - $182.84 $325K - $351K	1.92K $332K
AMD	2.88K New	$96.63 - $129.55 $278K - $373K	2.88K $295K

Top Sells

Reduced Positions

17 operations

Stock	Shares change	Price Range	Shares Held	Trade History
HPF	-78K - 18.96%	$16.06 - $17.52 $1.25M - $1.37M	333K $5.54M
MSFT	-183 - 7.19%	$375.39 - $447.2 $68.7K - $81.8K	2.36K $886K
PG	-1K - 15.24%	$158.56 - $176.26 $159K - $177K	5.58K $950K
SOFI	-4.66K - 24.14%	$11.18 - $18.03 $52.1K - $84.1K	14.7K $170K
IVV	-159 - 28.09%	$554.06 - $615.85 $88.1K - $97.9K	407 $228K
ACIO	-2K - 22.57%	$38.36 - $41.43 $76.7K - $82.9K	6.86K $265K

Activity Summary All Purchases 25 New Holdings 16 Increased Positions 9 All Sells 17 Reductions 17 Sold out 0 Calls 0 Puts 0

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