Axiom Advisory, LLC Portfolio Holdings
Axiom Advisory, LLC
- $9.24 Billion
- Q2 2024
Axiom Advisory, LLC has filed its 13F form on August 13, 2024 for Q2 2024 where it was disclosed a total value porftolio of $9.24 Billion distributed in 286 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $2.48B, Vanguard Bd Index Fd Inc Total with a value of $1.67B, Vanguard Mid Cap Growth Index with a value of $640M, Vanguard Value ETF with a value of $545M, and Msci Eafe Growth ETF with a value of $508M.
Examining the 13F form we can see an increase of $9.11B in the current position value, from $133M to 9.24B.
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 Under $50 Millions
Summary
- Portfolio
- No. of Stocks 286
- Current Value $9.24 Billion
- Prior Value $133 Million
- Filing
- Period Q2 2024
- Filing Date August 13, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 250 stocks
- Additional Purchases 36 stocks
- Sold out of 0 stocks
- Reduced holdings in 0 stocks