Axiom Financial Strategies, LLC Sells in Q4 2024

Axiom Financial Strategies, LLC

  • $179 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VB
Vanguard Small Cap ETF

ETFs
-9.85K
- 21.34%
$233.76 - $261.58 $2.3M - $2.58M
36.3K $8.72M
OUSM
Alps ETF Tr Oshares U S Small

ETFs
-35.3K
- 23.84%
$43.6 - $47.2 $1.54M - $1.67M
113K $4.92M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-2.57K
- 0.96%
$58.88 - $64.8 $152K - $167K
266K $15.7M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-20.6K
- 10.98%
$44.04 - $49.49 $906K - $1.02M
167K $7.34M
VO
Vanguard Mid Cap ETF

ETFs
-5.09K
- 5.19%
$261.5 - $284.63 $1.33M - $1.45M
93.1K $24.6M
VHT
Vanguard Health Care ETF

ETFs
-1.68K
- 6.96%
$250.81 - $283.3 $421K - $475K
22.4K $5.68M
PTIN
Pacer Fds Tr Trendpilot Intl E

ETFs
-1.33K
- 0.64%
$27.75 - $30.71 $36.8K - $40.7K
205K $5.68M
VDC
Vanguard Consumer Staples ETF

ETFs
-2.43K
- 24.16%
$210.96 - $223.62 $512K - $543K
7.62K $1.61M
VIS
Vanguard Industrial ETF

ETFs
-873
- 3.67%
$254.39 - $279.7 $222K - $244K
22.9K $5.84M
VAW
Vanguard Materials ETF

ETFs
-179
- 1.37%
$186.91 - $215.32 $33.5K - $38.5K
12.9K $2.42M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-74
- 0.35%
$68.25 - $75.42 $5.05K - $5.58K
21.3K $1.46M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-333
- 0.97%
$77.02 - $78.58 $25.6K - $26.2K
33.8K $2.61M
AAPL
Apple Inc.

Technology
-398
- 10.89%
$221.69 - $259.02 $88.2K - $103K
3.26K $815K
PEP
Pepsico Inc

Consumer Defensive
-17
- 1.16%
$151.29 - $176.1 $2.57K - $2.99K
1.44K $219K
ADI
Analog Devices Inc

Technology
-10
- 0.87%
$206.35 - $236.48 $2.06K - $2.36K
1.13K $240K
CB
Chubb LTD

Financial Services
-35
- 3.85%
$271.57 - $301.89 $9.5K - $10.6K
873 $241K
CVX
Chevron Corp

Energy
-4
- 0.23%
$141.15 - $162.53 $565 - $650
1.74K $252K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-10
- 0.03%
N/A
39.2K $2.44M
META
Meta Platforms, Inc.

Communication Services
-7
- 1.65%
$554.08 - $632.68 $3.88K - $4.43K
417 $245K
PAYX
Paychex Inc

Industrials
-27
- 1.81%
$135.86 - $148.73 $3.67K - $4.02K
1.47K $205K
JPM
Jpmorgan Chase & CO

Financial Services
-143
- 6.1%
$205.18 - $250.29 $29.3K - $35.8K
2.2K $527K
VCR
Vanguard Consumer Discretionar

ETFs
-639
- 5.66%
$328.51 - $401.37 $210K - $256K
10.6K $4M
VGT
Vanguard Information Technolog

ETFs
-871
- 3.19%
$571.78 - $647.97 $498K - $564K
26.4K $16.4M
Activity Summary
Buys All Purchases 16 New Holdings 1 Increased Positions 15 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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