Axiom Advisory, LLC Portfolio Holdings
Axiom Advisory, LLC
- $10.9 Billion
- Q3 2024
Axiom Advisory, LLC has filed its 13F form on October 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $10.9 Billion distributed in 291 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $2.78B, Vanguard Bd Index Fd Inc Total with a value of $2.1B, Vanguard Mid Cap Growth Index with a value of $755M, Vanguard Value ETF with a value of $663M, and Msci Eafe Growth ETF with a value of $584M.
Examining the 13F form we can see an increase of $1.69B in the current position value, from $9.24B to 10.9B.
Axiom Advisory, LLC is based out at San Diego, CA
Below you can find more details about Axiom Advisory, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 291
- Current Value $10.9 Billion
- Prior Value $9.24 Billion
- Filing
- Period Q3 2024
- Filing Date October 07, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 18 stocks
- Additional Purchases 244 stocks
- Sold out of 0 stocks
- Reduced holdings in 28 stocks