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

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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