Axim Planning & Wealth Reduced Holdings in Q3 2025

Axim Planning & Wealth

  • $122 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BTAL
Agf Invts Tr Agfiq Us Mkt Neut

ETFs
-18.6K
- 19.43%
$15.39 - $17.94 $286K - $333K
77K $1.23M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-2.46K
- 68.01%
$182.33 - $194.5 $448K - $478K
1.16K $224K
IVW
Ishares S&P 500 Growth ETF

ETFs
-3.61K
- 62.36%
$108.97 - $121.65 $393K - $439K
2.18K $262K
CTA
Simplify Exch Traded Fds Simpl

ETFs
-13.3K
- 48.99%
$26.46 - $28.43 $352K - $379K
13.9K $387K
ENVX
Enovix Corp

Industrials
-13.6K
- 55.31%
$8.0 - $15.93 $109K - $216K
11K $109K
GRAB
Grab Holdings LTD

Technology
-21.4K
- 52.92%
$4.77 - $6.45 $102K - $138K
19.1K $114K
MSFT
Microsoft Corp

Technology
-242
- 9.98%
$491.09 - $535.64 $119K - $130K
2.18K $1.13M
PG
Procter & Gamble CO

Consumer Defensive
-273
- 4.92%
$150.47 - $161.22 $41.1K - $44K
5.28K $811K
IVE
Ishares S&P 500 Value ETF

ETFs
-434
- 26.33%
$194.44 - $206.51 $84.4K - $89.6K
1.21K $250K
AMZN
Amazon Com Inc

Consumer Cyclical
-307
- 24.27%
$211.65 - $238.24 $65K - $73.1K
958 $210K
GTO
Invesco Actively Managed ETF T

ETFs
-1.28K
- 14.64%
$46.43 - $47.91 $59.2K - $61.1K
7.43K $353K
ACIO
ETF Ser Solutions Aptus Collar

ETFs
-1.52K
- 22.39%
$41.26 - $43.63 $62.5K - $66.1K
5.25K $228K
AMD
Advanced Micro Devices Inc

Technology
-696
- 22.02%
$134.8 - $184.42 $93.8K - $128K
2.47K $398K
META
Meta Platforms, Inc.

Communication Services
-61
- 14.7%
$695.21 - $791.73 $42.4K - $48.3K
354 $259K
Celestica Inc
-1.44K
- 57.29%
N/A
1.07K $0
PLW
Invesco 1 30 Laddered Treasury

ETFs
-1.73K
- 17.33%
N/A
8.27K $0
XOM
Exxon Mobil Corp

Energy
-88
- 4.0%
$105.83 - $117.22 $9.31K - $10.3K
2.11K $238K
VTV
Vanguard Value ETF

ETFs
-63
- 3.7%
$175.51 - $186.57 $11.1K - $11.8K
1.64K $305K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-152
- 3.12%
$62.09 - $66.51 $9.44K - $10.1K
4.72K $307K
VEA
Vanguard Ftse Developed Market

ETFs
-99
- 2.18%
$56.02 - $60.3 $5.55K - $5.97K
4.44K $266K
VUG
Vanguard Growth ETF

ETFs
-23
- 4.64%
$433.97 - $484.08 $9.98K - $11.1K
473 $226K
XLY
Select Sector Spdr Consumer Di

ETFs
-52
- 5.06%
$216.09 - $242.18 $11.2K - $12.6K
976 $233K
VBR
Vanguard Small Cap Value ETF

ETFs
-36
- 2.75%
$195.41 - $212.37 $7.03K - $7.65K
1.27K $265K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-24
- 1.14%
$181.56 - $190.33 $4.36K - $4.57K
2.07K $393K
VBK
Vanguard Small Cap Growth ETF

ETFs
-23
- 2.32%
$276.51 - $305.12 $6.36K - $7.02K
967 $287K
JPM
Jpmorgan Chase & CO

Financial Services
-92
- 5.09%
$282.78 - $316.06 $26K - $29.1K
1.72K $541K
XLC
Select Sector Spdr Tr Communic

ETFs
-75
- 2.04%
$105.99 - $119.41 $7.95K - $8.96K
3.59K $425K
SOFI
So Fi Technologies, Inc.

Financial Services
-2.72K
- 17.39%
$17.64 - $29.81 $48K - $81.1K
12.9K $341K
XLK
Technology Sector Spdr

ETFs
-46
- 1.26%
$250.97 - $282.66 $11.5K - $13K
3.59K $1.01M
EH
E Hang Holdings LTD

Industrials
-23.9K
- 0.54%
$15.58 - $19.99 $372K - $477K
4.37M $81.2M
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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