Axiom Advisory, LLC Purchases in Q3 2024

Axiom Advisory, LLC

  • $10.9 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IBKR
Interactive Brokers Group, Inc.

Financial Services
6
+ 0.32%
$108.65 - $139.41 $652 - $836
1.86K $258K
ITW
Illinois Tool Works Inc

Industrials
23
+ 2.3%
$233.14 - $263.97 $5.36K - $6.07K
1.02K $268K
KHC
Kraft Heinz CO

Consumer Defensive
327
+ 5.22%
$31.86 - $36.13 $10.4K - $11.8K
6.59K $231K
IEV
Ishares Tr Europe ETF

ETFs
204
+ 3.9%
$53.25 - $58.78 $10.9K - $12K
5.44K $316K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
77
+ 1.86%
$57.69 - $64.56 $4.44K - $4.97K
4.22K $269K
LUV
Southwest Airlines CO

Industrials
375
+ 2.09%
$23.7 - $29.93 $8.89K - $11.2K
18.3K $542K
FQAL
Fidelity Covington Tr Quality

ETFs
120
+ 2.15%
$58.92 - $64.9 $7.07K - $7.79K
5.7K $369K
JBL
Jabil Inc

Technology
33
+ 1.59%
$97.55 - $126.65 $3.22K - $4.18K
2.11K $253K
PFFA
Etfis Ser Tr I

ETFs
408
+ 4.15%
$20.94 - $22.98 $8.54K - $9.38K
10.2K $233K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
334
+ 3.61%
$41.95 - $43.42 $14K - $14.5K
9.59K $416K
CTVA
Corteva, Inc.

Basic Materials
79
+ 2.07%
$50.72 - $58.78 $4.01K - $4.64K
3.9K $229K
MRVL
Marvell Technology, Inc.

Technology
108
+ 1.59%
$56.15 - $76.24 $6.06K - $8.23K
6.91K $498K
ON
On Semiconductor Corp

Technology
61
+ 1.59%
$66.39 - $78.74 $4.05K - $4.8K
3.9K $283K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
25
+ 0.92%
$101.72 - $112.94 $2.54K - $2.82K
2.75K $310K
BNDX
Vanguard Total International B

ETFs
128
+ 2.2%
$48.42 - $50.35 $6.2K - $6.44K
5.95K $299K
ADBE
Adobe Inc.

Technology
147
+ 9.3%
$508.13 - $586.55 $74.7K - $86.2K
1.73K $894K
MGK
Vanguard Mega Cap Growth ETF

ETFs
5
+ 0.29%
$285.48 - $330.24 $1.43K - $1.65K
1.73K $556K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
271
+ 1.59%
$50.52 - $50.95 $13.7K - $13.8K
17.3K $882K
ET
Energy Transfer LP

Energy
1.25K
+ 3.65%
$15.43 - $16.44 $19.3K - $20.5K
35.5K $569K
LMND
Lemonade, Inc.

Financial Services
850
+ 1.59%
$15.02 - $23.42 $12.8K - $19.9K
54.4K $897K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
68
+ 2.17%
$98.99 - $101.51 $6.73K - $6.9K
3.2K $324K
KSS
Kohls Corp

Consumer Cyclical
1.68K
+ 13.05%
$18.62 - $22.79 $31.3K - $38.3K
14.6K $306K
OC
Owens Corning

Industrials
19
+ 1.25%
$154.02 - $186.38 $2.93K - $3.54K
1.54K $270K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
165
+ 1.59%
$85.84 - $85.84 $14.2K - $14.2K
10.6K $906K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
336
+ 1.59%
$20.69 - $21.17 $6.95K - $7.11K
21.5K $451K
PAA
Plains All American Pipeline LP

Energy
750
+ 5.15%
$17.0 - $19.03 $12.8K - $14.3K
15.3K $265K
FTGC
First Trust Global Tactical CO

ETFs
316
+ 2.26%
$22.3 - $24.39 $7.05K - $7.71K
14.3K $338K
PATH
Ui Path, Inc.

Technology
266
+ 1.59%
$10.75 - $13.24 $2.86K - $3.52K
17K $217K
GBDC
Golub Capital Bdc, Inc.

Financial Services
1.99K
+ 4.1%
$14.36 - $16.0 $28.6K - $31.9K
50.6K $764K
BFOR
Alps ETF Tr Barrons 400 ETF
155
+ 1.59%
N/A
9.92K $0
Linde PLC
383
+ 2.33%
N/A
16.8K $0
Veralto Corp
179
+ 2.91%
N/A
6.34K $0
Ishares Bitcoin Trust ETF
337K
+ 536.38%
N/A
400K $0
Rlj Lodging Tr
34.3K
+ 107.16%
N/A
66.3K $0
RBLD
First Tr Exchange Traded Fd Ii
109
+ 2.65%
N/A
4.22K $0
Global X Fds
668
+ 3.88%
N/A
17.9K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
740
+ 1.59%
N/A
47.4K $0
IXC
Ishares Tr Global Energy ETF

ETFs
200
+ 1.59%
$38.94 - $42.35 $7.79K - $8.47K
12.8K $518K
HTGC
Hercules Capital, Inc.

Financial Services
2.57K
+ 3.75%
$17.71 - $21.67 $45.4K - $55.6K
71K $1.4M
FENY
Fidelity Covington Tr Msci Ene

ETFs
463
+ 2.42%
$23.09 - $25.75 $10.7K - $11.9K
19.6K $471K
CRL
Charles River Laboratories International, Inc.

Healthcare
27
+ 1.59%
$187.96 - $245.29 $5.07K - $6.62K
1.73K $340K
TDOC
Teladoc Health, Inc.

Healthcare
459
+ 1.59%
$6.79 - $10.09 $3.12K - $4.63K
29.4K $269K
GEL
Genesis Energy LP

Energy
794
+ 2.78%
$12.75 - $14.82 $10.1K - $11.8K
29.4K $392K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
811
+ 1.62%
$12.67 - $14.36 $10.3K - $11.6K
50.8K $682K
GME
Game Stop Corp.

Consumer Cyclical
274
+ 1.59%
$19.5 - $28.54 $5.34K - $7.82K
17.5K $402K
AVGO
Broadcom Inc.

Technology
2.98K
+ 787.3%
$136.27 - $1745.86 $406K - $5.2M
3.35K $578K
DIS
Walt Disney CO

Communication Services
966
+ 2.47%
$85.6 - $98.61 $82.7K - $95.3K
40K $3.85M
WFC
Wells Fargo & Company

Financial Services
274
+ 1.59%
$51.58 - $60.97 $14.1K - $16.7K
17.5K $990K
COIN
Coinbase Global, Inc.

Technology
17
+ 1.59%
$147.09 - $265.15 $2.5K - $4.51K
1.09K $193K
Activity Summary
Buys All Purchases 262 New Holdings 18 Increased Positions 244 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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