Axim Planning & Wealth Purchases in Q1 2025

Axim Planning & Wealth

  • $113 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BTAL
Agf Invts Tr Agfiq Us Mkt Neut

ETFs
41.5K
New
$17.67 - $20.85 $734K - $866K
41.5K $865K
CTAS
Cintas Corp

Industrials
2.27K
New
$182.09 - $208.14 $413K - $472K
2.27K $466K
XLK
Technology Sector Spdr

ETFs
2.05K
New
$206.38 - $242.18 $423K - $496K
2.05K $422K
CTA
Simplify Exch Traded Fds Simpl

ETFs
12.6K
New
$27.81 - $30.21 $351K - $381K
12.6K $373K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.92K
New
$169.43 - $182.84 $325K - $351K
1.92K $332K
AMD
Advanced Micro Devices Inc

Technology
2.88K
New
$96.63 - $129.55 $278K - $373K
2.88K $295K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
551
New
$442.66 - $534.52 $244K - $295K
551 $293K
NKE
Nike, Inc.

Consumer Cyclical
4.38K
New
$63.29 - $81.72 $277K - $358K
4.38K $278K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4.29K
New
$57.21 - $65.8 $245K - $282K
4.29K $250K
GS
Goldman Sachs Group Inc

Financial Services
418
New
$524.81 - $672.19 $219K - $281K
418 $228K
APP
App Lovin Corp

Technology
813
New
$238.08 - $510.13 $194K - $415K
813 $215K
CRDO
Credo Technology Group Holding LTD

Technology
5.08K
New
$39.45 - $85.5 $200K - $435K
5.08K $204K
NVDA
Nvidia Corp

Technology
1.88K
New
$106.98 - $149.43 $201K - $281K
1.88K $203K
ENVX
Enovix Corp

Industrials
19K
New
$7.21 - $14.33 $137K - $272K
19K $139K
BOND
Pimco Active Bond Exchange Tra

ETFs
650
+ 27.96%
$89.27 - $92.9 $58K - $60.4K
2.98K $275K
TSLA
Tesla, Inc.

Consumer Cyclical
751
+ 70.52%
$222.15 - $428.22 $167K - $322K
1.82K $470K
VTV
Vanguard Value ETF

ETFs
60
+ 3.75%
$167.73 - $179.21 $10.1K - $10.8K
1.66K $287K
META
Meta Platforms, Inc.

Communication Services
34
+ 8.92%
$576.36 - $736.67 $19.6K - $25K
415 $239K
Dave Inc
2.71K
New
N/A
2.71K $0
VBR
Vanguard Small Cap Value ETF

ETFs
60
+ 4.01%
$183.02 - $207.75 $11K - $12.5K
1.56K $290K
LCID
Lucid Group, Inc.

Consumer Cyclical
200
+ 1.39%
$2.03 - $3.48 $406 - $696
14.6K $35K
VBK
Vanguard Small Cap Growth ETF

ETFs
45
+ 4.17%
$247.97 - $296.33 $11.2K - $13.3K
1.12K $282K
CAT
Caterpillar Inc

Industrials
16
+ 2.0%
$326.75 - $407.63 $5.23K - $6.52K
816 $269K
CLF
Cleveland Cliffs Inc.

Basic Materials
19.1K
+ 9.43%
$8.22 - $12.02 $157K - $230K
222K $1.83M
Activity Summary
Buys All Purchases 25 New Holdings 16 Increased Positions 9 Sells All Sells 17 Reductions 17 Sold out 0 Options Calls 0 Puts 0
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