Axim Planning & Wealth Purchases in Q2 2025

Axim Planning & Wealth

  • $107 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BTAL
Agf Invts Tr Agfiq Us Mkt Neut

ETFs
54.1K
+ 130.26%
$17.61 - $21.46 $953K - $1.16M
95.6K $1.69M
COST
Costco Wholesale Corp

Consumer Defensive
697
New
$908.13 - $1056.85 $633K - $737K
697 $689K
QUAL
Ishares Msci Usa Quality Facto

ETFs
3.61K
New
$152.42 - $182.82 $551K - $661K
3.61K $660K
IVW
Ishares S&P 500 Growth ETF

ETFs
5.79K
New
$82.96 - $110.1 $480K - $637K
5.79K $637K
XLK
Technology Sector Spdr

ETFs
1.59K
+ 77.69%
$179.73 - $253.23 $286K - $403K
3.64K $921K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
9.07K
New
$43.53 - $54.46 $395K - $494K
9.07K $493K
GTO
Invesco Actively Managed ETF T

ETFs
8.71K
New
$45.73 - $47.2 $398K - $411K
8.71K $408K
XLC
Select Sector Spdr Tr Communic

ETFs
3.67K
New
$86.13 - $108.53 $316K - $398K
3.67K $398K
CTA
Simplify Exch Traded Fds Simpl

ETFs
14.6K
+ 115.43%
$26.61 - $29.9 $388K - $436K
27.2K $727K
OEF
Ishares S&P 100 ETF

ETFs
1.3K
New
N/A
1.3K $346K
EFV
Msci Eafe Value ETF

ETFs
4.68K
New
$52.4 - $64.65 $245K - $303K
4.68K $297K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.87K
New
$96.84 - $99.46 $278K - $285K
2.87K $284K
SPY
Spdr S&P 500 ETF Trust

ETFs
393
New
$496.48 - $617.85 $195K - $243K
393 $242K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
978
New
$180.84 - $240.32 $177K - $235K
978 $235K
XLV
Select Sector Spdr Fund Health

ETFs
1.69K
New
$128.77 - $144.3 $218K - $244K
1.69K $227K
XLY
Select Sector Spdr Consumer Di

ETFs
1.03K
New
$176.34 - $218.59 $181K - $225K
1.03K $223K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
10.5K
New
$20.12 - $21.0 $212K - $221K
10.5K $220K
EFG
Msci Eafe Growth ETF

ETFs
1.95K
New
$89.8 - $112.0 $175K - $218K
1.95K $218K
CSCO
Cisco Systems, Inc.

Technology
3.15K
New
$53.19 - $69.38 $167K - $218K
3.15K $218K
VUG
Vanguard Growth ETF

ETFs
496
New
$329.49 - $438.4 $163K - $217K
496 $217K
SNOW
Snowflake Inc.

Technology
954
New
$130.53 - $223.77 $125K - $213K
954 $213K
ORCL
Oracle Corp

Technology
971
New
$122.82 - $218.63 $119K - $212K
971 $212K
EAT
Brinker International, Inc

Consumer Cyclical
1.14K
New
$128.68 - $181.78 $146K - $207K
1.14K $204K
TOST
Toast, Inc.

Technology
4.58K
New
$30.03 - $45.23 $138K - $207K
4.58K $203K
GRAB
Grab Holdings LTD

Technology
40.5K
New
$3.48 - $5.25 $141K - $213K
40.5K $203K
LEU
Centrus Energy Corp

Energy
1.09K
New
$54.43 - $208.81 $59.4K - $228K
1.09K $200K
SSRM
Ssr Mining Inc.

Basic Materials
15.6K
New
$9.09 - $13.07 $142K - $204K
15.6K $198K
TSLA
Tesla, Inc.

Consumer Cyclical
278
+ 15.31%
$221.86 - $362.89 $61.7K - $101K
2.09K $665K
XLP
Consumer Staples Sector Spdr

ETFs
2.56K
New
N/A
2.56K $194K
CLBT
Cellebrite Di Ltd.

Technology
10.8K
New
$15.47 - $20.14 $167K - $218K
10.8K $172K
ARDC
Ares Dynamic Credit Allocation Fund, Inc.

Financial Services
11.8K
New
$12.34 - $14.3 $145K - $168K
11.8K $167K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
10.1K
New
$13.96 - $16.51 $141K - $167K
10.1K $164K
AMD
Advanced Micro Devices Inc

Technology
285
+ 9.91%
$78.21 - $143.81 $22.3K - $41K
3.16K $448K
AINV
Apollo Investment Corp

Financial Services
11.8K
New
N/A
11.8K $130K
ENVX
Enovix Corp

Industrials
5.57K
+ 29.35%
$5.46 - $10.53 $30.4K - $58.7K
24.6K $253K
SOFI
So Fi Technologies, Inc.

Financial Services
1K
+ 6.83%
$9.5 - $18.21 $9.5K - $18.2K
15.7K $284K
XLF
Financial Sector Spdr

ETFs
1.86K
+ 42.52%
$43.92 - $52.37 $81.7K - $97.5K
6.24K $326K
NIO
Nio Inc.

Consumer Cyclical
26.4K
+ 46.31%
$3.14 - $4.31 $82.8K - $114K
83.3K $285K
AMZN
Amazon Com Inc

Consumer Cyclical
154
+ 13.86%
$167.32 - $223.3 $25.8K - $34.4K
1.27K $277K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
580
+ 13.53%
$51.16 - $62.02 $29.7K - $36K
4.87K $301K
RSP
Invesco S&P 500 Equal Weight E

ETFs
179
+ 9.33%
$152.93 - $181.74 $27.4K - $32.5K
2.1K $381K
VTV
Vanguard Value ETF

ETFs
39
+ 2.35%
$153.67 - $176.74 $5.99K - $6.89K
1.7K $300K
CLF
Cleveland Cliffs Inc.

Basic Materials
18.5K
+ 8.32%
$5.83 - $8.88 $108K - $164K
241K $1.83M
Arrow Invts Tr
14.5K
New
N/A
14.5K $0
Celestica Inc
2.51K
New
N/A
2.51K $0
Nutex Health Inc
1.61K
New
N/A
1.61K $0
PLW
Invesco 1 30 Laddered Treasury

ETFs
10K
New
N/A
10K $0
Nebius Group N.V.
4.19K
New
N/A
4.19K $0
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
41
+ 7.44%
$483.48 - $539.8 $19.8K - $22.1K
592 $287K
Activity Summary
Buys All Purchases 51 New Holdings 34 Increased Positions 17 Sells All Sells 15 Reductions 15 Sold out 0 Options Calls 0 Puts 0
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