Axis Wealth Partners, LLC Reduced Holdings in Q3 2025

Axis Wealth Partners, LLC

  • $171 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IWR
Ishares Russell Mid Cap ETF

ETFs
-22.3K
- 77.64%
$92.26 - $97.51 $2.06M - $2.17M
6.42K $620M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-7.95K
- 31.25%
$100.37 - $100.74 $798K - $801K
17.5K $1.76B
IVE
Ishares S&P 500 Value ETF

ETFs
-3.63K
- 18.95%
$194.44 - $206.51 $705K - $749K
15.5K $3.2B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-9.81K
- 18.62%
$62.09 - $66.51 $609K - $652K
42.9K $2.8B
IVW
Ishares S&P 500 Growth ETF

ETFs
-4.95K
- 16.44%
$108.97 - $121.65 $539K - $602K
25.1K $3.04B
IEF
Ishares Barclays

ETFs
-2K
- 18.6%
$93.91 - $97.26 $188K - $194K
8.74K $843M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-2.06K
- 15.32%
$82.38 - $83.0 $170K - $171K
11.4K $944M
HYG
Ishares Tr

ETFs
-1.84K
- 17.03%
$79.85 - $81.32 $147K - $149K
8.94K $726M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-2.04K
- 19.48%
$108.46 - $120.63 $221K - $246K
8.44K $1B
IEMG
Ishares Inc

ETFs
-2.66K
- 28.02%
N/A
6.84K $451M
TIP
Ishares Tr Tips Bd ETF

ETFs
-958
- 28.72%
$109.11 - $111.88 $105K - $107K
2.38K $265M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-1.33K
- 9.16%
$52.55 - $54.37 $69.8K - $72.2K
13.2K $713M
CDC
Victory Portfolios Ii Shs Inco

ETFs
-1.33K
- 10.14%
$64.0 - $66.91 $84.8K - $88.7K
11.7K $783M
PEY
Invesco Exchange Traded Fd Tr

ETFs
-3.19K
- 4.81%
$20.38 - $21.7 $64.9K - $69.1K
63.1K $1.33B
PFE
Pfizer Inc

Healthcare
-1.44K
- 12.5%
$23.29 - $25.88 $33.6K - $37.4K
10.1K $258M
T
At&T Inc.

Communication Services
-203
- 1.04%
$26.94 - $29.62 $5.47K - $6.01K
19.3K $544M
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
-73
- 1.32%
$37.5 - $40.3 $2.74K - $2.94K
5.47K $218M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-51
- 1.09%
$107.66 - $112.36 $5.49K - $5.73K
4.63K $516M
IWP
Ishares Russell Mid Cap Growth

ETFs
-22
- 1.31%
$137.51 - $145.26 $3.03K - $3.2K
1.65K $235M
VCIT
Vanguard Intermediate Term Cor

ETFs
-54
- 0.77%
$81.75 - $84.54 $4.41K - $4.57K
6.95K $585M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-47
- 4.76%
$236.25 - $257.69 $11.1K - $12.1K
940 $241M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-574
- 8.15%
$148.97 - $165.88 $85.5K - $95.2K
6.47K $1.06B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-398
- 4.98%
$68.24 - $73.73 $27.2K - $29.3K
7.6K $558M
VO
Vanguard Mid Cap ETF

ETFs
-9
- 1.0%
$279.83 - $293.74 $2.52K - $2.64K
889 $261M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-61
- 0.96%
$31.31 - $34.54 $1.91K - $2.11K
6.28K $212M
DTH
Wisdomtree Tr

ETFs
-173
- 2.51%
$46.13 - $49.9 $7.98K - $8.63K
6.72K $330M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-55
- 2.53%
$126.64 - $135.65 $6.97K - $7.46K
2.12K $287M
BAC
Bank Of America Corp

Financial Services
-484
- 5.23%
$44.92 - $52.42 $21.7K - $25.4K
8.78K $453M
VZ
Verizon Communications Inc

Communication Services
-80
- 0.29%
$40.84 - $45.06 $3.27K - $3.6K
27.1K $1.19B
SCHG
Schwab Strategic Tr Us Large C

ETFs
-423
- 3.5%
$28.92 - $32.19 $12.2K - $13.6K
11.7K $372M
IWD
Ishares Russell 1000 Val ETF

ETFs
-33
- 1.11%
$192.76 - $203.86 $6.36K - $6.73K
2.94K $598M
WPC
W. P. Carey Inc.

Real Estate
-260
- 3.39%
$61.29 - $68.7 $15.9K - $17.9K
7.41K $500M
AZN
Astrazeneca PLC

Healthcare
-64
- 1.57%
$68.72 - $82.11 $4.4K - $5.26K
4K $307M
VBR
Vanguard Small Cap Value ETF

ETFs
-61
- 2.03%
$195.41 - $212.37 $11.9K - $13K
2.95K $616M
XLU
Utilities Sector Spdr

ETFs
-23
- 0.39%
$81.14 - $87.32 $1.87K - $2.01K
5.95K $518M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-6
- 0.06%
$136.48 - $142.97 $819 - $858
9.62K $1.35B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-167
- 1.52%
$49.43 - $54.52 $8.25K - $9.1K
10.8K $587M
IDV
Ishares Tr

ETFs
-152
- 0.44%
$34.54 - $37.28 $5.25K - $5.67K
34.4K $1.26B
AVSC
American Centy ETF Tr Avantis
-32
- 0.25%
$51.33 - $58.63 $1.64K - $1.88K
12.9K $736M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-3
- 0.13%
$420.11 - $472.68 $1.26K - $1.42K
2.32K $1.09B
DHS
Wisdomtree Tr U.S

ETFs
-251
- 1.82%
$96.42 - $101.82 $24.2K - $25.6K
13.6K $1.35B
Activity Summary
Buys All Purchases 114 New Holdings 15 Increased Positions 99 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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