Axim Planning & Wealth Reduced Holdings in Q4 2024

Axim Planning & Wealth

  • $93.9 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CCL
Carnival Corp

Consumer Cyclical
-232K
- 90.29%
$17.34 - $26.8 $4.03M - $6.23M
25K $623K
HPF
John Hancock Preferred Income Fund Ii

Financial Services
-8.72K
- 2.07%
$16.2 - $18.98 $141K - $165K
411K $6.81M
NIO
Nio Inc.

Consumer Cyclical
-14.6K
- 18.2%
$4.31 - $7.21 $63.1K - $105K
65.8K $286K
BOND
Pimco Active Bond Exchange Tra

ETFs
-1.4K
- 37.58%
$90.42 - $94.5 $127K - $132K
2.33K $210K
SBUX
Starbucks Corp

Consumer Cyclical
-1.03K
- 30.97%
$87.44 - $102.5 $90.3K - $106K
2.3K $209K
PG
Procter & Gamble CO

Consumer Defensive
-87
- 1.3%
$161.05 - $179.7 $14K - $15.6K
6.58K $1.1M
ADME
ETF Ser Solutions Aptus Drawnd

ETFs
-780
- 11.0%
$45.72 - $48.37 $35.7K - $37.7K
6.31K $294K
CAT
Caterpillar Inc

Industrials
-16
- 1.96%
$360.37 - $416.88 $5.77K - $6.67K
800 $290K
MSFT
Microsoft Corp

Technology
-15
- 0.59%
$406.35 - $454.46 $6.1K - $6.82K
2.54K $1.07M
IVV
Ishares Core S&P 500 ETF

ETFs
-34
- 5.67%
$570.51 - $610.59 $19.4K - $20.8K
566 $333K
AAPL
Apple Inc.

Technology
-87
- 8.0%
$221.69 - $259.02 $19.3K - $22.5K
1K $250K
META
Meta Platforms, Inc.

Communication Services
-15
- 3.79%
$554.08 - $632.68 $8.31K - $9.49K
381 $224K
GOOGL
Alphabet Inc.

Communication Services
-52
- 4.2%
$161.86 - $196.66 $8.42K - $10.2K
1.19K $224K
SOFI
So Fi Technologies, Inc.

Financial Services
-13.6K
- 41.33%
$7.63 - $16.88 $104K - $230K
19.3K $297K
TSLA
Tesla, Inc.

Consumer Cyclical
-246
- 18.76%
$213.65 - $479.86 $52.6K - $118K
1.07K $430K
EH
E Hang Holdings LTD

Industrials
-49.2K
- 1.07%
$13.29 - $21.27 $654K - $1.05M
4.56M $71.8M
Activity Summary
Buys All Purchases 20 New Holdings 7 Increased Positions 13 Sells All Sells 17 Reductions 17 Sold out 0 Options Calls 0 Puts 0
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