Axim Planning & Wealth Portfolio Holdings by Sector
Axim Planning & Wealth
- $83.5 Million
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Aerospace & Defense | Industrials
EH 1 stocks |
$63,742
76.36% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
HPF 1 stocks |
$6,249
7.49% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Travel Services | Consumer Cyclical
CCL 1 stocks |
$4,981
5.97% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
ETFs | ETFs
QUAL ACIO BOND ADME IVW BIL IVV DYNF 8 stocks |
$2,428
2.91% of portfolio
|
  6  
|
  2  
|
  5  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$1,149
1.38% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
$1,095
1.31% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
USB LCNB 2 stocks |
$771
0.92% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Tobacco | Consumer Defensive
PM 1 stocks |
$413
0.49% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOGL META 2 stocks |
$406
0.49% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$385
0.46% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$301
0.36% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Confectioners | Consumer Defensive
MDLZ 1 stocks |
$285
0.34% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
SBUX 1 stocks |
$273
0.33% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Farm & Heavy Construction Machinery | Industrials
CAT 1 stocks |
$266
0.32% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
SOFI 1 stocks |
$242
0.29% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$231
0.28% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$203
0.24% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
NIO 1 stocks |
$58
0.07% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|