Axis Wealth Partners, LLC Reduced Holdings in Q1 2025

Axis Wealth Partners, LLC

  • $135 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-21
- 0.2%
$209.68 - $247.1 $4.4K - $5.19K
10.4K $2.3B
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
-7.28K
- 43.85%
$34.14 - $37.91 $249K - $276K
9.32K $333M
AMZN
Amazon Com Inc

Consumer Cyclical
-58
- 1.28%
$190.26 - $242.06 $11K - $14K
4.47K $849M
MSFT
Microsoft Corp

Technology
-79
- 3.83%
$375.39 - $447.2 $29.7K - $35.3K
1.99K $745M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-213
- 2.85%
$126.86 - $146.45 $27K - $31.2K
7.27K $924M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-6
- 0.17%
$333.37 - $384.99 $2K - $2.31K
3.53K $1.18B
PEY
Invesco Exchange Traded Fd Tr

ETFs
-5.84K
- 7.77%
$20.82 - $22.08 $122K - $129K
69.3K $1.49B
LQD
Ishares Iboxx $ Investment Gra

ETFs
-982
- 14.27%
$105.1 - $109.61 $103K - $108K
5.9K $641M
IVV
Ishares Core S&P 500 ETF

ETFs
-104
- 11.24%
$554.06 - $615.85 $57.6K - $64K
821 $461M
VBK
Vanguard Small Cap Growth ETF

ETFs
-97
- 4.99%
$247.97 - $296.33 $24.1K - $28.7K
1.85K $464M
DFAU
Dimensional ETF Tr

ETFs
-743
- 5.37%
$37.84 - $42.29 $28.1K - $31.4K
13.1K $503M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-478
- 3.82%
$24.91 - $29.02 $11.9K - $13.9K
12K $301M
IWP
Ishares Russell Mid Cap Growth

ETFs
-96
- 3.95%
$114.9 - $139.6 $11K - $13.4K
2.33K $274M
DHS
Wisdomtree Tr U.S

ETFs
-814
- 5.29%
$91.55 - $99.74 $74.5K - $81.2K
14.6K $1.32B
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-47
- 0.98%
$108.02 - $120.45 $5.08K - $5.66K
4.73K $520M
IWM
Ishares Russell 2000 ETF

ETFs
-4
- 0.32%
$198.1 - $229.79 $792 - $919
1.25K $250M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-502
- 7.72%
$71.17 - $73.66 $35.7K - $37K
6K $441M
MET
Metlife Inc

Financial Services
-185
- 6.21%
$77.7 - $87.0 $14.4K - $16.1K
2.79K $224M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-39
- 0.58%
$31.63 - $35.22 $1.23K - $1.37K
6.68K $214M
VO
Vanguard Mid Cap ETF

ETFs
-39
- 3.65%
$251.87 - $277.95 $9.82K - $10.8K
1.03K $266M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-140
- 18.37%
$442.66 - $534.52 $62K - $74.8K
622 $331M
PFF
Ishares Trust Ishares Pfd And

ETFs
-133
- 1.73%
$30.73 - $32.26 $4.09K - $4.29K
7.55K $232M
MCD
Mcdonalds Corp

Consumer Cyclical
-126
- 8.92%
$279.74 - $321.29 $35.2K - $40.5K
1.29K $402M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-282
- 2.1%
$22.25 - $23.0 $6.27K - $6.49K
13.1K $302M
BNDX
Vanguard Total International B

ETFs
-53
- 0.64%
$48.33 - $49.5 $2.56K - $2.62K
8.21K $401M
PAYX
Paychex Inc

Industrials
-146
- 9.94%
$136.06 - $154.52 $19.9K - $22.6K
1.32K $204M
SUB
Ishares Short Term National Mu

ETFs
-4
- 0.14%
$105.3 - $106.24 $421 - $425
2.8K $296M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-142
- 0.94%
$126.11 - $135.06 $17.9K - $19.2K
15K $1.93B
VTV
Vanguard Value ETF

ETFs
-43
- 1.13%
$167.73 - $179.21 $7.21K - $7.71K
3.78K $652M
VEA
Vanguard Ftse Developed Market

ETFs
-1.26K
- 5.0%
$47.4 - $52.99 $59.6K - $66.7K
23.9K $1.21B
WPC
W. P. Carey Inc.

Real Estate
-952
- 11.07%
$53.5 - $65.05 $50.9K - $61.9K
7.65K $482M
CDC
Victory Portfolios Ii Shs Inco

ETFs
-366
- 2.7%
$61.46 - $66.32 $22.5K - $24.3K
13.2K $867M
CVX
Chevron Corp

Energy
-126
- 7.11%
$146.71 - $167.97 $18.5K - $21.2K
1.65K $275M
UNH
Unitedhealth Group Inc

Healthcare
-19
- 1.18%
$461.52 - $548.18 $8.77K - $10.4K
1.59K $832M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-71
- 0.88%
$128.74 - $138.67 $9.14K - $9.85K
8.03K $1.09B
EFG
Msci Eafe Growth ETF

ETFs
-224
- 1.53%
$96.1 - $106.37 $21.5K - $23.8K
14.5K $1.45B
AZN
Astrazeneca PLC

Healthcare
-45
- 1.09%
$65.37 - $77.96 $2.94K - $3.51K
4.07K $299M
VZ
Verizon Communications Inc

Communication Services
-2.9K
- 9.66%
$37.81 - $46.49 $110K - $135K
27.1K $1.23B
DTH
Wisdomtree Tr

ETFs
-110
- 1.45%
$37.33 - $43.33 $4.11K - $4.77K
7.49K $318M
EFV
Msci Eafe Value ETF

ETFs
-1.03K
- 5.22%
$51.88 - $60.73 $53.6K - $62.7K
18.8K $1.11B
MO
Altria Group, Inc.

Consumer Defensive
-51
- 0.45%
$50.81 - $60.02 $2.59K - $3.06K
11.3K $677M
IDV
Ishares Tr

ETFs
-985
- 2.74%
$27.0 - $31.7 $26.6K - $31.2K
34.9K $1.08B
T
At&T Inc.

Communication Services
-416
- 1.97%
$21.56 - $28.28 $8.97K - $11.8K
20.7K $586M
Activity Summary
Buys All Purchases 93 New Holdings 10 Increased Positions 83 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Axis Wealth Partners, LLC Portfolio

Follow Axis Wealth Partners, LLC 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 Axis Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Axis Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email