Axis Wealth Partners, LLC Purchases and Sells in Q3 2025

Axis Wealth Partners, LLC

$171 Billion
Q3 2025

Top Buys

Incresed Positions

99 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	4.47K + 41.0%	$202.38 - $256.87 $905K - $1.15M	15.4K $3.92B
VONV	8.55K + 110.5%	$84.55 - $89.54 $722K - $765K	16.3K $1.45B
VOO	513 + 5.2%	$567.77 - $614.76 $291K - $315K	10.4K $6.36B
FBND	13K + 10.67%	$45.26 - $46.63 $588K - $606K	135K $6.23B
DGRW	2.97K + 4.36%	$84.28 - $89.46 $250K - $265K	70.9K $6.31B
VYMI	3.64K + 5.43%	$79.76 - $85.78 $290K - $312K	70.6K $5.98B

New Holdings

15 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VICTORY PORTFOLIOS II	67.5K New	N/A	67.5K $2.53B
COLUMBIA ETF TR I	26.2K New	N/A	26.2K $1.22B
BSCU	17.6K New	$16.67 - $17.03 $293K - $299K	17.6K $297M
BSCT	15.7K New	$18.61 - $18.94 $293K - $298K	15.7K $296M
BSCS	14.4K New	$20.41 - $20.67 $293K - $297K	14.4K $296M
BSCR	15K New	$19.61 - $19.79 $293K - $296K	15K $295M

Top Sells

Reduced Positions

42 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IWR	-22.3K - 77.64%	$92.26 - $97.51 $2.06M - $2.17M	6.42K $620M
SGOV	-7.95K - 31.25%	$100.37 - $100.74 $798K - $801K	17.5K $1.76B
IVE	-3.63K - 18.95%	$194.44 - $206.51 $705K - $749K	15.5K $3.2B
IJH	-9.81K - 18.62%	$62.09 - $66.51 $609K - $652K	42.9K $2.8B
IVW	-4.95K - 16.44%	$108.97 - $121.65 $539K - $602K	25.1K $3.04B
IEF	-2K - 18.6%	$93.91 - $97.26 $188K - $194K	8.74K $843M

Activity Summary All Purchases 114 New Holdings 15 Increased Positions 99 All Sells 42 Reductions 42 Sold out 0 Calls 0 Puts 0

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