Axim Planning & Wealth Portfolio Holdings
Axim Planning & Wealth
- $83.5 Million
- Q2 2024
Axim Planning & Wealth has filed its 13F form on July 29, 2024 for Q2 2024 where it was disclosed a total value porftolio of $83.5 Million distributed in 27 stocks.
Among their holdings, we can observe that their the top five positions include companies like: E Hang Holdings LTD with a value of $63.7M, John Hancock Preferred Income Fund Ii with a value of $6.25M, Carnival Corp with a value of $4.98M, Microsoft Corp with a value of $1.15M, and Procter & Gamble CO with a value of $1.1M.
Examining the 13F form we can see an decrease of $39.8M in the current position value, from $123M to 83.5M.
Axim Planning & Wealth is based out at Dayton, OH
Below you can find more details about Axim Planning & Wealth portfolio as well as his latest detailed transactions.