Axim Planning & Wealth Portfolio Holdings by Sector
Axim Planning & Wealth
- $122 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Aerospace & Defense | Industrials
EH EH CW 3 stocks |
$82,411
67.67% of portfolio
|
2
|
1
|
2
|
- |
1
Calls
0
Puts
|
|
ETFs | ETFs
BTAL XLK BIL BSJR ZECP BSJS BSJP BSJQ 35 stocks |
$14,700
12.07% of portfolio
|
17
|
18
|
13
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
HPF 1 stocks |
$5,607
4.6% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Steel | Basic Materials
CLF 1 stocks |
$2,944
2.42% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
NIO TSLA NIO 3 stocks |
$2,005
1.65% of portfolio
|
2
|
1
|
1
|
- |
1
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG CL 2 stocks |
$1,367
1.12% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
SHOP CRM GRAB 3 stocks |
$1,296
1.06% of portfolio
|
2
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$1,130
0.93% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AMD 2 stocks |
$1,067
0.88% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V SOFI 2 stocks |
$952
0.78% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
USB LCNB 2 stocks |
$932
0.77% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
EXEL GERN 2 stocks |
$915
0.75% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM 1 stocks |
$660
0.54% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
SNEX 1 stocks |
$600
0.49% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
EXPE 1 stocks |
$585
0.48% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Electronic Components | Technology
JBL 1 stocks |
$582
0.48% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$541
0.44% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
LNTH PBH 2 stocks |
$492
0.4% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT 1 stocks |
$396
0.33% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
MDLZ 1 stocks |
$295
0.24% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO 1 stocks |
$292
0.24% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
GILD 1 stocks |
$292
0.24% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
MOH 1 stocks |
$274
0.22% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META 1 stocks |
$259
0.21% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Health Information Services | Healthcare
HQY 1 stocks |
$248
0.2% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$238
0.2% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Grocery Stores | Consumer Defensive
SFM 1 stocks |
$230
0.19% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$210
0.17% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
ABC 1 stocks |
$150
0.12% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
ENVX 1 stocks |
$109
0.09% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|