Axiom Financial Strategies, LLC Purchases in Q3 2025

Axiom Financial Strategies, LLC

  • $220 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
RSP
Invesco S&P 500 Equal Weight E

ETFs
173K
+ 781.41%
$181.56 - $190.33 $31.4M - $32.9M
195K $36.9M
SPHB
Invesco ETF Tr Ii S&P 500 High

ETFs
136K
New
$97.65 - $111.15 $13.2M - $15.1M
136K $14.9M
VOT
Vanguard Mid Cap Growth Index

ETFs
49.1K
New
$282.75 - $294.19 $13.9M - $14.5M
49.1K $14.4M
IVV
Ishares Core S&P 500 ETF

ETFs
14.4K
+ 28.55%
$620.67 - $670.08 $8.91M - $9.62M
64.6K $43.2M
AVDE
American Centy ETF Tr Avantis

ETFs
141K
New
$73.24 - $79.04 $10.3M - $11.2M
141K $11.1M
USCI
United States Commodity Index Funds Trust

ETFs
85.5K
New
$72.95 - $78.86 $6.24M - $6.75M
85.5K $6.66M
SPTS
Spdr Portfolio Short Term Trea

ETFs
143K
New
$29.12 - $29.34 $4.15M - $4.19M
143K $4.18M
VGLT
Vanguard Long Term Treasury Et

ETFs
69.4K
New
$54.21 - $57.41 $3.76M - $3.99M
69.4K $3.95M
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
149K
New
N/A
149K $3.01M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
16.4K
New
$72.65 - $78.68 $1.19M - $1.29M
16.4K $1.29M
RFV
Invesco Exchange Traded Fd Tr

ETFs
5.72K
New
$119.35 - $132.13 $682K - $755K
5.72K $733K
VPU
Vanguard Utilities ETF

ETFs
2.57K
New
$175.25 - $189.41 $450K - $486K
2.57K $486K
PTIN
Pacer Fds Tr Trendpilot Intl E

ETFs
2.18K
+ 1.05%
$28.32 - $30.69 $61.6K - $66.8K
209K $6.36M
VT
Vanguard Total World Stk Index

ETFs
1.66K
New
$128.41 - $138.03 $213K - $229K
1.66K $228K
TXN
Texas Instruments Inc

Technology
1.11K
New
N/A
1.11K $216K
AMAT
Applied Materials Inc

Technology
205
+ 11.82%
$156.25 - $204.95 $32K - $42K
1.94K $397K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
69
+ 5.77%
$459.11 - $506.91 $31.7K - $35K
1.26K $635K
MGM
Mgm Resorts International

Consumer Cyclical
1.5K
+ 24.91%
$34.18 - $39.77 $51.1K - $59.5K
7.5K $259K
USB
Us Bancorp \De\

Financial Services
671
+ 12.62%
$43.94 - $50.41 $29.5K - $33.8K
5.99K $289K
CVS
Cvs Health Corp

Healthcare
321
+ 9.68%
$58.75 - $76.5 $18.9K - $24.6K
3.64K $274K
AMZN
Amazon Com Inc

Consumer Cyclical
103
+ 9.08%
$211.65 - $238.24 $21.8K - $24.5K
1.24K $271K
COF
Capital One Financial Corp

Financial Services
87
+ 5.04%
$207.29 - $229.74 $18K - $20K
1.81K $385K
WFC
Wells Fargo & Company

Financial Services
95
+ 3.53%
$77.05 - $85.16 $7.32K - $8.09K
2.79K $233K
PIZ
Invesco Exchange Traded Fd Tr
236K
New
N/A
236K $0
Zacks Trust
12K
New
N/A
12K $0
Activity Summary
Buys All Purchases 26 New Holdings 15 Increased Positions 11 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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