Axim Planning & Wealth Portfolio Holdings

Axim Planning & Wealth

  • $107 Million
  • Q2 2025

Axim Planning & Wealth has filed its 13F form on August 05, 2025 for Q2 2025 where it was disclosed a total value porftolio of $107 Million distributed in 71 stocks.

Among their holdings, we can observe that their the top five positions include companies like: E Hang Holdings LTD with a value of $76.4M, John Hancock Preferred Income Fund Ii with a value of $5.09M, Cleveland Cliffs Inc. with a value of $1.83M, Agf Invts Tr Agfiq Us Mkt Neut with a value of $1.69M, and Microsoft Corp with a value of $1.21M.

Examining the 13F form we can see an decrease of $5.83M in the current position value, from $113M to 107M.

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 $107 Million
Industrials: $76.9 Million
ETFs: $11.7 Million
Financial Services: $7.64 Million
Technology: $3.42 Million
Consumer Defensive: $2.85 Million
Basic Materials: $2.03 Million
Consumer Cyclical: $1.43 Million
Energy: $437,000
Other: $306,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.02B
$76.4 Million 71.52% of portfolio
4,398,242
Q2 2025 Added 0.1%
$0
$5.09 Million 4.77% of portfolio
322,058
Q2 2025 Reduced 3.38%
$5.11B
$1.83 Million 1.71% of portfolio
240,571
Q2 2025 Added 8.32%
$0
$1.69 Million 1.58% of portfolio
95,623
Q2 2025 Added 130.26%
$3.95T
$1.21 Million 1.13% of portfolio
2,424
Q2 2025 Added 2.67%
$0
$921,000 0.86% of portfolio
3,639
Q2 2025 Added 77.69%
$368B
$884,000 0.83% of portfolio
5,554
Q2 2025 Reduced 0.45%
$261B
$742,000 0.69% of portfolio
4,075
Q1 2025 Reduced 0.02%
$0
$727,000 0.68% of portfolio
27,191
Q2 2025 Added 115.43%
$68B
$697,000 0.65% of portfolio
15,423
Q1 2024 Reduced 0.64%
$439B
$689,000 0.65% of portfolio
697
Q2 2025 New
$1.08T
$665,000 0.62% of portfolio
2,094
Q2 2025 Added 15.31%
$0
$660,000 0.62% of portfolio
3,614
Q2 2025 New
$0
$637,000 0.6% of portfolio
5,786
Q2 2025 New
$859B
$524,000 0.49% of portfolio
1,809
Q2 2025 Reduced 3.37%
$0
$493,000 0.46% of portfolio
9,069
Q2 2025 New
$0
$408,000 0.38% of portfolio
8,709
Q2 2025 New
$0
$398,000 0.37% of portfolio
3,668
Q2 2025 New
$0
$381,000 0.36% of portfolio
2,097
Q2 2025 Added 9.33%
$0
$346,000 0.32% of portfolio
1,303
Q2 2025 New
$0
$326,000 0.31% of portfolio
6,238
Q2 2025 Added 42.52%
$0
$322,000 0.3% of portfolio
1,648
Q2 2025 Reduced 3.29%
$218B
$310,000 0.29% of portfolio
800
Q2 2025 Reduced 1.96%
$1.78T
$306,000 0.29% of portfolio
415
Q1 2025 Added 8.92%
$0
$297,000 0.28% of portfolio
4,680
Q2 2025 New
$0
$301,000 0.28% of portfolio
4,868
Q2 2025 Added 13.53%
$84.1B
$303,000 0.28% of portfolio
4,507
Q4 2024 Added 3.18%
$0
$300,000 0.28% of portfolio
1,701
Q2 2025 Added 2.35%
$0
$284,000 0.27% of portfolio
2,867
Q2 2025 New
$18.9B
$284,000 0.27% of portfolio
15,650
Q2 2025 Added 6.83%
$456B
$291,000 0.27% of portfolio
1,848
Q2 2025 Reduced 1.6%
$621B
$287,000 0.27% of portfolio
592
Q2 2025 Added 7.44%
$254B
$289,000 0.27% of portfolio
409
Q2 2025 Reduced 2.15%
$7.47B
$285,000 0.27% of portfolio
83,349
Q2 2025 Added 46.31%
$0
$280,000 0.26% of portfolio
6,766
Q2 2025 Reduced 1.38%
$2.26T
$277,000 0.26% of portfolio
1,265
Q2 2025 Added 13.86%
$0
$274,000 0.26% of portfolio
990
Q2 2025 Reduced 11.92%
$1.68B
$253,000 0.24% of portfolio
24,552
Q2 2025 Added 29.35%
$0
$255,000 0.24% of portfolio
1,308
Q2 2025 Reduced 16.05%
$18.6B
$259,000 0.24% of portfolio
2,807
Q2 2025 Reduced 44.77%
$0
$258,000 0.24% of portfolio
4,540
Q2 2025 Reduced 6.02%
$0
$242,000 0.23% of portfolio
393
Q2 2025 New
$118B
$234,000 0.22% of portfolio
3,996
Q2 2025 Reduced 3.38%
$442B
$237,000 0.22% of portfolio
2,200
Q2 2025 Reduced 1.48%
$0
$235,000 0.22% of portfolio
4,884
Q2 2025 Reduced 1.65%
$0
$235,000 0.22% of portfolio
978
Q2 2025 New
$0
$223,000 0.21% of portfolio
1,028
Q2 2025 New
$0
$227,000 0.21% of portfolio
1,691
Q2 2025 New
$0
$220,000 0.21% of portfolio
10,534
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 71
  • Current Value $107 Million
  • Prior Value $113 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 05, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 34 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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