Axim Planning & Wealth Portfolio Holdings

Axim Planning & Wealth

  • $113 Million
  • Q1 2025

Axim Planning & Wealth has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $113 Million distributed in 45 stocks.

Among their holdings, we can observe that their the top five positions include companies like: E Hang Holdings LTD with a value of $91.8M, John Hancock Preferred Income Fund Ii with a value of $5.54M, Cleveland Cliffs Inc. with a value of $1.83M, Procter & Gamble CO with a value of $950K, and Microsoft Corp with a value of $886K.

Examining the 13F form we can see an increase of $18.7M in the current position value, from $93.9M to 113M.

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 $113 Million
Industrials: $92.7 Million
Financial Services: $7.51 Million
ETFs: $4.88 Million
Consumer Defensive: $2.15 Million
Basic Materials: $1.83 Million
Technology: $1.8 Million
Consumer Cyclical: $1.26 Million
Energy: $265,000
Other: $239,000

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$159M
$170,000 0.15% of portfolio
11,500
Q2 2022 New

Summary

  • Portfolio
  • No. of Stocks 45
  • Current Value $113 Million
  • Prior Value $93.9 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 16 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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