Axim Planning & Wealth Portfolio Holdings by Sector
Axim Planning & Wealth
- $107 Million
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Aerospace & Defense | Industrials
EH 1 stocks |
$76,353
71.52% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
ETFs | ETFs
BTAL XLK CTA QUAL IVW DYNF GTO XLC 31 stocks |
$11,735
10.99% of portfolio
|
25
|
6
|
18
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
HPF ARDC AINV 3 stocks |
$5,388
5.05% of portfolio
|
2
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Steel | Basic Materials
CLF 1 stocks |
$1,828
1.71% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL TOST CLBT 4 stocks |
$1,792
1.68% of portfolio
|
4
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM MO 2 stocks |
$976
0.91% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA NIO 2 stocks |
$950
0.89% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
$884
0.83% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Banks—Regional | Financial Services
USB LCNB 2 stocks |
$864
0.81% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
AMD NVDA 2 stocks |
$739
0.69% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$689
0.65% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$524
0.49% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CRDO CSCO 2 stocks |
$477
0.45% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
SNOW GRAB 2 stocks |
$416
0.39% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT 1 stocks |
$310
0.29% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META 1 stocks |
$306
0.29% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
MDLZ 1 stocks |
$303
0.28% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
GS 1 stocks |
$289
0.27% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$287
0.27% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
SOFI 1 stocks |
$284
0.27% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$277
0.26% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
ENVX 1 stocks |
$253
0.24% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$237
0.22% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
EAT 1 stocks |
$204
0.19% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Uranium | Energy
LEU 1 stocks |
$200
0.19% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Gold | Basic Materials
SSRM 1 stocks |
$198
0.19% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|