Axim Planning & Wealth Portfolio Holdings

Axim Planning & Wealth

  • $88.8 Million
  • Q3 2024

Axim Planning & Wealth has filed its 13F form on November 05, 2024 for Q3 2024 where it was disclosed a total value porftolio of $88.8 Million distributed in 35 stocks.

Among their holdings, we can observe that their the top five positions include companies like: E Hang Holdings LTD with a value of $65.1M, John Hancock Preferred Income Fund Ii with a value of $7.84M, Carnival Corp with a value of $4.76M, Procter & Gamble CO with a value of $1.15M, and Microsoft Corp with a value of $1.1M.

Examining the 13F form we can see an increase of $5.31M in the current position value, from $83.5M to 88.8M.

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 $88.8 Million
Industrials: $65.4 Million
Financial Services: $9.38 Million
Consumer Cyclical: $6.36 Million
ETFs: $3.38 Million
Consumer Defensive: $2.18 Million
Technology: $1.35 Million
Communication Services: $431,000
Energy: $316,000
Other: $0

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$7.84 Million 8.83% of portfolio
420,003
Q3 2024 Added 14.05%

Summary

  • Portfolio
  • No. of Stocks 35
  • Current Value $88.8 Million
  • Prior Value $83.5 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 05, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 9 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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