Axiom Financial Strategies, LLC New Holdings in Q3 2024

Axiom Financial Strategies, LLC

  • $189 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
3.66K
New
$207.23 - $234.82 $758K - $859K
3.66K $851K
ZECP
Zacks Tr Earnings Constant Por

ETFs
22.7K
New
$28.3 - $30.84 $643K - $701K
22.7K $700K
JPM
Jpmorgan Chase & CO

Financial Services
2.35K
New
$194.9 - $224.8 $457K - $527K
2.35K $494K
LOW
Lowes Companies Inc

Consumer Cyclical
1.33K
New
$213.3 - $270.78 $284K - $361K
1.33K $360K
UNH
Unitedhealth Group Inc

Healthcare
555
New
$488.01 - $604.18 $271K - $335K
555 $324K
ACN
Accenture PLC

Technology
831
New
$295.44 - $355.81 $246K - $296K
831 $293K
ADI
Analog Devices Inc

Technology
1.14K
New
$200.56 - $243.33 $229K - $278K
1.14K $263K
CB
Chubb LTD

Financial Services
908
New
$252.51 - $292.2 $229K - $265K
908 $261K
CVX
Chevron Corp

Energy
1.75K
New
$137.88 - $161.97 $241K - $283K
1.75K $257K
PEP
Pepsico Inc

Consumer Defensive
1.46K
New
$161.9 - $179.3 $237K - $262K
1.46K $248K
META
Meta Platforms, Inc.

Communication Services
424
New
$453.41 - $572.44 $192K - $243K
424 $242K
AFL
Aflac Inc

Financial Services
2.1K
New
$88.52 - $111.8 $186K - $235K
2.1K $234K
COST
Costco Wholesale Corp

Consumer Defensive
262
New
$801.83 - $917.05 $210K - $240K
262 $232K
ADP
Automatic Data Processing Inc

Industrials
780
New
$233.44 - $279.45 $182K - $218K
780 $215K
AMAT
Applied Materials Inc

Technology
1K
New
$174.88 - $254.97 $176K - $256K
1K $202K
PAYX
Paychex Inc

Industrials
1.49K
New
$116.17 - $135.19 $174K - $202K
1.49K $200K
Linde PLC
478
New
N/A
478 $0
Zacks Trust
8.4K
New
N/A
8.4K $0
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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