Axiom Financial Strategies, LLC Incresed Positions in Q3 2024

Axiom Financial Strategies, LLC

  • $189 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
22.7K
+ 78.43%
$520.18 - $576.82 $11.8M - $13.1M
51.7K $29.8M
VB
Vanguard Small Cap ETF

ETFs
13.1K
+ 39.59%
$214.77 - $237.72 $2.81M - $3.11M
46.2K $10.9M
JNK
Spdr Bloomberg High Yield Bond

ETFs
34.4K
+ 357.34%
$93.65 - $97.81 $3.22M - $3.36M
44K $4.3M
OUSM
Alps ETF Tr Oshares U S Small

ETFs
49.6K
+ 50.44%
$40.6 - $45.07 $2.01M - $2.24M
148K $6.67M
VFH
Vanguard Financial ETF

ETFs
18K
+ 33.53%
$99.27 - $111.21 $1.79M - $2M
71.8K $7.89M
VGT
Vanguard Information Technolog

ETFs
2.62K
+ 10.62%
$514.43 - $606.85 $1.35M - $1.59M
27.3K $16M
VOX
Vanguard Communication Service

ETFs
9.56K
+ 31.59%
$129.82 - $145.39 $1.24M - $1.39M
39.8K $5.79M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2.78K
+ 1.05%
$58.03 - $65.37 $161K - $182K
268K $17.4M
VIS
Vanguard Industrial ETF

ETFs
1.12K
+ 4.94%
$232.12 - $260.07 $260K - $292K
23.8K $6.19M
MSFT
Microsoft Corp

Technology
1.92K
+ 317.72%
$395.15 - $467.56 $758K - $897K
2.52K $1.09M
VDE
Vanguard Energy ETF

ETFs
7K
+ 35.55%
$117.44 - $131.06 $822K - $918K
26.7K $3.27M
COMB
Graniteshares ETF Tr Bloomber

ETFs
26.2K
+ 8.79%
$19.07 - $20.73 $499K - $543K
324K $6.63M
PTIN
Pacer Fds Tr Trendpilot Intl E

ETFs
2.41K
+ 1.18%
$27.67 - $31.22 $66.6K - $75.2K
206K $6.37M
VAW
Vanguard Materials ETF

ETFs
846
+ 6.92%
$189.89 - $213.71 $161K - $181K
13.1K $2.76M
VCR
Vanguard Consumer Discretionar

ETFs
277
+ 2.52%
$291.88 - $341.94 $80.9K - $94.7K
11.3K $3.84M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
363
+ 64.48%
$405.19 - $478.57 $147K - $174K
926 $426K
EFA
Ishares Tr Msci Eafe ETF

ETFs
107
+ 0.43%
$75.32 - $84.37 $8.06K - $9.03K
24.8K $2.07M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
1.52K
+ 4.02%
$62.4 - $62.4 $94.5K - $94.5K
39.2K $2.44M
Activity Summary
Buys All Purchases 38 New Holdings 19 Increased Positions 19 Sells All Sells 6 Reductions 6 Sold out 0 Options Calls 0 Puts 0
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