Axim Planning & Wealth New Holdings in Q3 2025

Axim Planning & Wealth

  • $122 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
EXEL
Exelixis, Inc.

Healthcare
21.8K
New
$36.22 - $46.25 $790K - $1.01M
21.8K $901K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
9.76K
New
$91.44 - $91.77 $892K - $895K
9.76K $895K
BSJR
Invesco Indx Tr

ETFs
28.7K
New
$22.64 - $22.85 $650K - $656K
28.7K $653K
ZECP
Zacks Tr Earnings Constant Por

ETFs
19.1K
New
$31.92 - $33.66 $608K - $641K
19.1K $640K
SHOP
Shopify Inc.

Technology
4.17K
New
$112.11 - $157.12 $467K - $654K
4.17K $618K
V
Visa Inc.

Financial Services
1.79K
New
$332.09 - $358.86 $595K - $643K
1.79K $611K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
26.5K
New
$23.03 - $23.12 $610K - $612K
26.5K $610K
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
27.7K
New
$21.89 - $22.2 $605K - $614K
27.7K $610K
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
25.9K
New
$23.27 - $23.51 $604K - $610K
25.9K $607K
BSJT
Invesco Self Indexed Fd Tr Bul

ETFs
28K
New
$21.35 - $21.7 $598K - $608K
28K $604K
EXPE
Expedia Group, Inc.

Consumer Cyclical
2.74K
New
$171.01 - $228.24 $469K - $626K
2.74K $585K
JBL
Jabil Inc

Technology
2.68K
New
$202.08 - $234.45 $542K - $629K
2.68K $582K
CRM
Salesforce, Inc.

Technology
2.38K
New
$231.66 - $273.65 $552K - $652K
2.38K $564K
CL
Colgate Palmolive CO

Consumer Defensive
6.96K
New
$79.36 - $93.33 $552K - $649K
6.96K $556K
IEFA
Ishares Tr

ETFs
4.34K
New
$81.7 - $87.53 $355K - $380K
4.34K $378K
SLV
I Shares Silver Trust

ETFs
8.15K
New
$32.73 - $42.5 $267K - $346K
8.15K $345K
XLU
Utilities Sector Spdr

ETFs
3.95K
New
$81.14 - $87.32 $320K - $345K
3.95K $344K
TLT
Ishares Barclays 20+ Year Trea

ETFs
3.56K
New
$85.01 - $90.35 $303K - $322K
3.56K $318K
PPA
Invesco Exchange Traded Fd Tr

ETFs
1.98K
New
$139.82 - $155.45 $277K - $308K
1.98K $307K
GILD
Gilead Sciences, Inc.

Healthcare
2.64K
New
$108.22 - $120.47 $285K - $318K
2.64K $292K
KO
Coca Cola CO

Consumer Defensive
4.41K
New
$65.67 - $71.67 $290K - $316K
4.41K $292K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
2.83K
New
$98.52 - $103.93 $279K - $294K
2.83K $291K
MOH
Molina Healthcare, Inc.

Healthcare
1.44K
New
$152.31 - $306.29 $219K - $440K
1.44K $274K
CW
Curtiss Wright Corp

Industrials
479
New
$472.43 - $542.94 $226K - $260K
479 $260K
LNTH
Lantheus Holdings, Inc.

Healthcare
4.86K
New
$50.11 - $83.83 $243K - $407K
4.86K $249K
HQY
Healthequity, Inc.

Healthcare
2.62K
New
$87.42 - $103.12 $229K - $270K
2.62K $248K
PBH
Prestige Consumer Healthcare Inc.

Healthcare
3.91K
New
$61.95 - $80.32 $242K - $314K
3.91K $243K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
2.12K
New
$108.8 - $169.61 $230K - $359K
2.12K $230K
ABC
Amerisourcebergen Corp

Healthcare
815
New
N/A
815 $150K
GERN
Geron Corp

Healthcare
10.6K
New
$1.1 - $1.47 $11.7K - $15.6K
10.6K $14K
Zacks Trust
19.3K
New
N/A
19.3K $0
Rubrik Inc.
2.59K
New
N/A
2.59K $0
Arista Networks Inc
4.3K
New
N/A
4.3K $0
Intuitive Machines Inc
10.8K
New
N/A
10.8K $0
Zacks Trust
17.5K
New
N/A
17.5K $0
Activity Summary
Buys All Purchases 48 New Holdings 36 Increased Positions 12 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 2 Puts 0
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