Axiom Advisory, LLC Reduced Holdings in Q3 2024

Axiom Advisory, LLC

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

ETFs
-399K
- 32.0%
$76.38 - $78.87 $30.5M - $31.5M
849K $66.8M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-344K
- 41.82%
$76.94 - $79.54 $26.5M - $27.4M
478K $38M
INTU
Intuit Inc

Technology
-28.5K
- 52.51%
$602.97 - $670.49 $17.2M - $19.1M
25.8K $16M
NOC
Northrop Grumman Corp

Industrials
-10.5K
- 94.25%
$423.73 - $533.14 $4.45M - $5.6M
640 $337K
TWLO
Twilio Inc

Communication Services
-49.7K
- 45.79%
$56.03 - $65.23 $2.79M - $3.24M
58.9K $3.84M
VNQI
Vanguard Global Ex U.S. Real

ETFs
-58.3K
- 33.21%
$40.45 - $47.24 $2.36M - $2.75M
117K $5.5M
INTC
Intel Corp

Technology
-25.6K
- 31.74%
$18.9 - $34.87 $484K - $893K
55.1K $1.29M
AMZN
Amazon Com Inc

Consumer Cyclical
-3.26K
- 4.76%
$161.02 - $200.0 $525K - $652K
65.2K $12.1M
SNOW
Snowflake Inc.

Technology
-6.55K
- 57.37%
$108.56 - $143.02 $711K - $936K
4.86K $558K
KXI
Ishares Tr Global Consumer Sta

ETFs
-7.76K
- 20.82%
$59.84 - $66.17 $464K - $513K
29.5K $1.94M
BAC
Bank Of America Corp

Financial Services
-4.5K
- 44.68%
$36.65 - $44.13 $165K - $199K
5.57K $221K
UPS
United Parcel Service Inc

Industrials
-1.14K
- 16.9%
$123.32 - $147.38 $140K - $168K
5.59K $761K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-3.67K
- 21.35%
$41.02 - $46.01 $150K - $169K
13.5K $614K
PFE
Pfizer Inc

Healthcare
-5.62K
- 7.63%
$27.7 - $31.39 $156K - $176K
68K $1.97M
VZ
Verizon Communications Inc

Communication Services
-5.46K
- 11.36%
$38.89 - $45.0 $212K - $246K
42.6K $1.91M
USFR
Wisdomtree Floating Rate Treas

ETFs
-866
- 3.04%
$50.2 - $50.48 $43.5K - $43.7K
27.6K $1.39M
MO
Altria Group, Inc.

Consumer Defensive
-1.15K
- 20.48%
$45.95 - $54.71 $53K - $63.1K
4.48K $228K
RZG
Invesco Fd Tr S&P Smallcap 600
-2.67K
- 3.35%
N/A
77.1K $0
VUSB
Vanguard Bd Index Fds
-936K
- 34.92%
N/A
1.74M $0
WBD
Warner Bros. Discovery, Inc.

Communication Services
-108
- 0.56%
$6.71 - $8.78 $725 - $948
19.2K $158K
YOU
Clear Secure, Inc.

Technology
-5.91K
- 39.61%
$18.66 - $33.15 $110K - $196K
9.02K $298K
CI
Cigna Corp

Healthcare
-804
- 3.8%
$319.12 - $367.1 $257K - $295K
20.4K $7.05M
UNH
Unitedhealth Group Inc

Healthcare
-2
- 0.19%
$488.01 - $604.18 $976 - $1.21K
1.02K $598K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-1.08K
- 2.36%
$162.64 - $179.3 $176K - $194K
44.7K $8.02M
IAU
Ishares Gold Trust

ETFs
-5.86K
- 5.23%
$44.06 - $50.5 $258K - $296K
106K $5.29M
CSCO
Cisco Systems, Inc.

Technology
-1.53K
- 1.87%
$44.74 - $53.22 $68.5K - $81.5K
80.2K $4.27M
VEA
Vanguard Ftse Developed Market

ETFs
-49.1K
- 4.75%
$47.6 - $53.31 $2.34M - $2.62M
985K $52M
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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