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.