Axim Planning & Wealth Purchases and Sells in Q2 2025

Axim Planning & Wealth

$107 Million
Q2 2025

Top Buys

Incresed Positions

17 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BTAL	54.1K + 130.26%	$17.61 - $21.46 $953K - $1.16M	95.6K $1.69M
XLK	1.59K + 77.69%	$179.73 - $253.23 $286K - $403K	3.64K $921K
CTA	14.6K + 115.43%	$26.61 - $29.9 $388K - $436K	27.2K $727K
MSFT	63 + 2.67%	$354.56 - $497.45 $22.3K - $31.3K	2.42K $1.21M
TSLA	278 + 15.31%	$221.86 - $362.89 $61.7K - $101K	2.09K $665K
AMD	285 + 9.91%	$78.21 - $143.81 $22.3K - $41K	3.16K $448K

New Holdings

34 operations

Stock	Shares change	Price Range	Shares Held	Trade History
COST	697 New	$908.13 - $1056.85 $633K - $737K	697 $689K
QUAL	3.61K New	$152.42 - $182.82 $551K - $661K	3.61K $660K
IVW	5.79K New	$82.96 - $110.1 $480K - $637K	5.79K $637K
DYNF	9.07K New	$43.53 - $54.46 $395K - $494K	9.07K $493K
GTO	8.71K New	$45.73 - $47.2 $398K - $411K	8.71K $408K
XLC	3.67K New	$86.13 - $108.53 $316K - $398K	3.67K $398K

Top Sells

Reduced Positions

15 operations

Stock	Shares change	Price Range	Shares Held	Trade History
HPF	-11.3K - 3.38%	$15.08 - $16.68 $170K - $188K	322K $5.09M
PG	-25 - 0.45%	$157.66 - $172.39 $3.94K - $4.31K	5.55K $884K
VBR	-250 - 16.05%	$162.76 - $195.77 $40.7K - $48.9K	1.31K $255K
XOM	-33 - 1.48%	$99.93 - $119.04 $3.3K - $3.93K	2.2K $237K
MO	-140 - 3.38%	$55.56 - $60.91 $7.78K - $8.53K	4K $234K
VBK	-134 - 11.92%	$219.76 - $276.94 $29.4K - $37.1K	990 $274K

Activity Summary All Purchases 51 New Holdings 34 Increased Positions 17 All Sells 15 Reductions 15 Sold out 0 Calls 0 Puts 0

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