Axim Planning & Wealth Portfolio Holdings

Axim Planning & Wealth

  • $93.9 Million
  • Q4 2024

Axim Planning & Wealth has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $93.9 Million distributed in 41 stocks.

Among their holdings, we can observe that their the top five positions include companies like: E Hang Holdings LTD with a value of $71.8M, John Hancock Preferred Income Fund Ii with a value of $6.81M, Cleveland Cliffs Inc. with a value of $1.91M, Procter & Gamble CO with a value of $1.1M, and Microsoft Corp with a value of $1.07M.

Examining the 13F form we can see an increase of $5.15M in the current position value, from $88.8M to 93.9M.

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.

Portfolio value $93.9 Million
Industrials: $72 Million
Financial Services: $8.63 Million
ETFs: $5.05 Million
Consumer Defensive: $2.08 Million
Consumer Cyclical: $1.95 Million
Basic Materials: $1.91 Million
Technology: $1.52 Million
Communication Services: $448,000
Other: $296,000

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$6.81 Million 7.25% of portfolio
411,288
Q4 2024 Reduced 2.07%
$0
$154,000 0.16% of portfolio
10,221
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 41
  • Current Value $93.9 Million
  • Prior Value $88.8 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 11, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 7 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
Track This Portfolio

Track Axim Planning & Wealth Portfolio

Follow Axim Planning & Wealth and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Axim Planning & Wealth, based on Form 13F filings with the SEC.

News

Stay updated on Axim Planning & Wealth with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email