Axiom Advisory, LLC Incresed Positions in Q3 2024

Axiom Advisory, LLC

  • $10.9 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BND
Vanguard Bd Index Fd Inc Total

ETFs
4.79M
+ 20.75%
$71.45 - $75.64 $343M - $363M
27.9M $2.1B
VUG
Vanguard Growth ETF

ETFs
615K
+ 9.26%
$341.08 - $391.94 $210M - $241M
7.25M $2.78B
NVDA
Nvidia Corp

Technology
1.75M
+ 6600.56%
$98.91 - $134.91 $174M - $237M
1.78M $216M
VTV
Vanguard Value ETF

ETFs
400K
+ 11.77%
$159.75 - $174.57 $63.9M - $69.8M
3.8M $663M
VOT
Vanguard Mid Cap Growth Index

ETFs
312K
+ 11.2%
$218.05 - $243.47 $68.1M - $76M
3.1M $755M
EFG
Msci Eafe Growth ETF

ETFs
456K
+ 9.17%
$96.84 - $108.77 $44.1M - $49.6M
5.42M $584M
VNQ
Vanguard Specialized Funds Van

ETFs
343K
+ 13.17%
$82.97 - $98.97 $28.5M - $33.9M
2.95M $287M
VBK
Vanguard Small Cap Growth ETF

ETFs
118K
+ 7.53%
$240.48 - $267.94 $28.4M - $31.7M
1.69M $451M
VOE
Vanguard Mid Cap Value Index F

ETFs
170K
+ 13.62%
$149.02 - $167.67 $25.3M - $28.5M
1.42M $238M
VBR
Vanguard Small Cap Value ETF

ETFs
102K
+ 7.59%
$179.99 - $201.6 $18.4M - $20.6M
1.45M $292M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
434K
+ 10.35%
$41.9 - $48.26 $18.2M - $20.9M
4.63M $221M
AMD
Advanced Micro Devices Inc

Technology
227K
+ 1405.36%
$128.67 - $183.96 $29.2M - $41.7M
243K $39.8M
QCOM
Qualcomm Inc

Technology
227K
+ 103.87%
$156.12 - $209.64 $35.4M - $47.6M
446K $75.8M
AAPL
Apple Inc.

Technology
65.3K
+ 13.71%
$207.23 - $234.82 $13.5M - $15.3M
542K $126M
VTI
Vanguard Total Stock Market Et

ETFs
25.5K
+ 2.39%
$255.18 - $283.2 $6.5M - $7.21M
1.09M $309M
QQQ
Invesco Qqq Trust, Series 1

ETFs
25.8K
+ 62.32%
$434.77 - $502.96 $11.2M - $13M
67.1K $32.8M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
16.5K
+ 20.12%
$475.2 - $527.7 $7.85M - $8.72M
98.6K $52M
PG
Procter & Gamble CO

Consumer Defensive
51.3K
+ 83.93%
$160.76 - $177.82 $8.24M - $9.12M
112K $19.5M
JWN
Nordstrom Inc

Consumer Cyclical
347K
+ 46.03%
$21.09 - $23.82 $7.32M - $8.27M
1.1M $24.8M
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
564K
+ 11.36%
$24.59 - $27.83 $13.9M - $15.7M
5.53M $143M
TSLA
Tesla, Inc.

Consumer Cyclical
6.84K
+ 12.18%
$191.76 - $263.26 $1.31M - $1.8M
63K $16.5M
UBER
Uber Technologies, Inc

Technology
26.3K
+ 2.36%
$58.48 - $77.47 $1.54M - $2.04M
1.14M $85.6M
XLV
Select Sector Spdr Fund Health

ETFs
27.3K
+ 103.31%
$143.3 - $157.24 $3.91M - $4.29M
53.6K $8.26M
XLE
Energy Sector Spdr

ETFs
44K
+ 104.76%
$84.35 - $93.39 $3.71M - $4.11M
86.1K $7.56M
XLK
Technology Sector Spdr

ETFs
16.2K
+ 103.6%
$197.34 - $237.68 $3.2M - $3.85M
31.9K $7.2M
NFLX
Netflix Inc

Communication Services
4.31K
+ 976.64%
$598.55 - $722.26 $2.58M - $3.11M
4.75K $3.37M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
796
+ 1.59%
$405.19 - $478.57 $323K - $381K
50.9K $23.4M
META
Meta Platforms, Inc.

Communication Services
613
+ 1.64%
$453.41 - $572.44 $278K - $351K
38.1K $21.8M
GOOGL
Alphabet Inc.

Communication Services
14.3K
+ 116.59%
$148.65 - $191.18 $2.13M - $2.74M
26.6K $4.41M
SPIB
Spdr Portfolio Intermediate Te

ETFs
55.6K
+ 34.73%
$32.36 - $33.78 $1.8M - $1.88M
216K $7.27M
PLTR
Palantir Technologies Inc.

Technology
44.6K
+ 150.35%
$24.09 - $37.95 $1.07M - $1.69M
74.3K $2.76M
IWM
Ishares Russell 2000 ETF

ETFs
3.06K
+ 4.48%
$200.87 - $224.6 $614K - $686K
71.2K $15.7M
ACWI
Ishares Msci Acwi ETF

ETFs
9.95K
+ 53.36%
$107.24 - $119.84 $1.07M - $1.19M
28.6K $3.42M
MSFT
Microsoft Corp

Technology
7K
+ 6.6%
$395.15 - $467.56 $2.77M - $3.27M
113K $48.7M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
20.1K
+ 98.65%
$45.2 - $47.87 $907K - $961K
40.4K $1.92M
IVW
Ishares S&P 500 Growth ETF

ETFs
3.4K
+ 1.66%
$84.77 - $97.13 $288K - $330K
208K $19.9M
VXF
Vanguard Extended Market ETF

ETFs
1.02K
+ 1.76%
$163.98 - $182.92 $167K - $186K
58.9K $10.7M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.1K
+ 2.12%
$125.95 - $142.04 $138K - $156K
52.7K $7.48M
XLU
Utilities Sector Spdr

ETFs
9.75K
+ 103.17%
$67.67 - $80.78 $660K - $788K
19.2K $1.55M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
33.5K
+ 38.16%
$22.38 - $23.66 $749K - $792K
121K $2.84M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3.67K
+ 2.22%
$60.84 - $67.51 $223K - $248K
169K $11.4M
HD
Home Depot, Inc.

Consumer Cyclical
478
+ 4.65%
$333.64 - $405.2 $159K - $194K
10.8K $4.36M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.56K
+ 2.42%
$117.9 - $128.2 $184K - $200K
66K $8.46M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
6.07K
+ 29.3%
$85.03 - $94.56 $516K - $574K
26.8K $2.49M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
2.95K
+ 20.0%
$175.46 - $203.3 $518K - $600K
17.7K $3.59M
IWB
Ishares Tr Russell 1000 ETF

ETFs
546
+ 1.72%
$283.28 - $314.39 $155K - $172K
32.3K $10.1M
ABBV
Abb Vie Inc.

Healthcare
522
+ 2.27%
$163.84 - $199.33 $85.5K - $104K
23.6K $4.65M
DHR
Danaher Corp

Healthcare
621
+ 3.33%
$239.25 - $280.76 $149K - $174K
19.3K $5.36M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
2.36K
+ 1.86%
$81.1 - $89.18 $191K - $210K
130K $11.4M
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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