Axim Planning & Wealth Options Holdings

Axim Planning & Wealth

  • $122 Million
  • Q3 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
EH
E Hang Holdings LTD

Industrials
CALL
$919,000
49.5K
Q3 2025
New holding
NIO
Nio Inc.

Consumer Cyclical
CALL
$144,000
19K
Q3 2025
New holding

Summary

  • Portfolio
  • No. of Stocks 83
  • Current Value $122 Million
  • Prior Value $107 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 05, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 36 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
Track This Portfolio

Track Axim Planning & Wealth Portfolio

Follow Axim Planning & Wealth and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Axim Planning & Wealth, based on Form 13F filings with the SEC.

News

Stay updated on Axim Planning & Wealth with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email