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
DOCU
Docusign, Inc.

Technology
107
+ 1.59%
$49.73 - $62.53 $5.32K - $6.69K
6.85K $425K
WPP
Wpp PLC

Communication Services
167
+ 1.59%
$43.23 - $52.12 $7.22K - $8.7K
10.7K $546K
FTNT
Fortinet, Inc.

Technology
55
+ 1.59%
$55.39 - $77.55 $3.05K - $4.27K
3.52K $272K
CALM
Cal Maine Foods Inc

Consumer Defensive
128
+ 3.25%
$61.82 - $74.9 $7.91K - $9.59K
4.06K $303K
EZU
Ishares Inc Msci Eurozone ETF

ETFs
234
+ 1.59%
$46.96 - $52.8 $11K - $12.4K
15K $782K
IVE
Ishares S&P 500 Value ETF

ETFs
61
+ 1.83%
$181.06 - $197.17 $11K - $12K
3.39K $668K
LOW
Lowes Companies Inc

Consumer Cyclical
28
+ 2.64%
$213.3 - $270.78 $5.97K - $7.58K
1.09K $294K
FTV
Fortive Corp

Technology
157
+ 1.59%
$67.01 - $79.2 $10.5K - $12.4K
10K $792K
EFA
Ishares Tr Msci Eafe ETF

ETFs
228
+ 3.03%
$75.32 - $84.37 $17.2K - $19.2K
7.74K $647K
IWS
Ishares Russell Midcap Value E

ETFs
58
+ 1.41%
$119.52 - $132.25 $6.93K - $7.67K
4.16K $550K
AAON
Aaon, Inc.

Industrials
14
+ 0.55%
$83.58 - $107.82 $1.17K - $1.51K
2.56K $276K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
1.97K
+ 4.67%
$16.42 - $18.12 $32.3K - $35.6K
44K $794K
IEMG
Ishares Inc

ETFs
853
+ 2.06%
$53.64 - $53.64 $45.8K - $45.8K
42.2K $2.26M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
152
+ 1.89%
$152.9 - $180.39 $23.2K - $27.4K
8.19K $1.43M
IWF
Ishares Russell 1000 Gr ETF

ETFs
38
+ 1.16%
$332.02 - $382.76 $12.6K - $14.5K
3.33K $1.25M
NEE
Nextera Energy Inc

Utilities
96
+ 3.23%
$69.9 - $84.97 $6.71K - $8.16K
3.07K $259K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
268
+ 1.59%
$56.04 - $62.99 $15K - $16.9K
17.2K $1.05M
DOW
Dow Inc.

Basic Materials
380
+ 2.25%
$50.15 - $55.41 $19.1K - $21.1K
17.2K $941K
ARCC
Ares Capital Corp

Financial Services
1.9K
+ 3.97%
$19.8 - $21.28 $37.7K - $40.5K
49.9K $1.04M
NKE
Nike, Inc.

Consumer Cyclical
89
+ 3.19%
$71.09 - $89.44 $6.33K - $7.96K
2.88K $254K
MA
Mastercard Inc

Financial Services
1
+ 0.12%
$429.6 - $500.99 $430 - $501
832 $410K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
140
+ 2.3%
$114.73 - $120.23 $16.1K - $16.8K
6.23K $744K
TIP
Ishares Tr Tips Bd ETF

ETFs
174
+ 2.96%
$105.92 - $110.83 $18.4K - $19.3K
6.06K $668K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
65
+ 0.82%
$96.25 - $101.98 $6.26K - $6.63K
8K $810K
SCCO
Southern Copper Corp

Basic Materials
129
+ 4.03%
$94.1 - $120.43 $12.1K - $15.5K
3.33K $384K
JMBS
Janus Detroit Str Tr Henderson

ETFs
225
+ 1.59%
$44.13 - $47.01 $9.93K - $10.6K
14.4K $671K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
475
+ 3.14%
$23.58 - $25.5 $11.2K - $12.1K
15.6K $396K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
200
+ 1.59%
$81.31 - $83.29 $16.3K - $16.7K
12.8K $1.06M
IBKR
Interactive Brokers Group, Inc.

Financial Services
6
+ 0.32%
$108.65 - $139.41 $652 - $836
1.86K $258K
IWN
Ishares Russell2000 Val ETF

ETFs
17
+ 0.86%
$150.05 - $171.34 $2.55K - $2.91K
1.99K $331K
FDRR
Fidelity Covington Tr Divid Et

ETFs
154
+ 2.15%
$46.51 - $51.5 $7.16K - $7.93K
7.3K $376K
IVOL
Kraneshares Tr Quadratic Int R

ETFs
494
+ 1.59%
$18.55 - $19.57 $9.16K - $9.67K
31.6K $608K
ITW
Illinois Tool Works Inc

Industrials
23
+ 2.3%
$233.14 - $263.97 $5.36K - $6.07K
1.02K $268K
IEV
Ishares Tr Europe ETF

ETFs
204
+ 3.9%
$53.25 - $58.78 $10.9K - $12K
5.44K $316K
KHC
Kraft Heinz CO

Consumer Defensive
327
+ 5.22%
$31.86 - $36.13 $10.4K - $11.8K
6.59K $231K
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
PFFA
Etfis Ser Tr I

ETFs
408
+ 4.15%
$20.94 - $22.98 $8.54K - $9.38K
10.2K $233K
JBL
Jabil Inc

Technology
33
+ 1.59%
$97.55 - $126.65 $3.22K - $4.18K
2.11K $253K
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
WM
Waste Management Inc

Industrials
650
+ 3.33%
$196.96 - $223.45 $128K - $145K
20.2K $4.19M
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
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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