Axiom Financial Strategies, LLC Portfolio Holdings
Axiom Financial Strategies, LLC
- $189 Million
- Q3 2024
Axiom Financial Strategies, LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $189 Million distributed in 45 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $29.8M, Vanguard Mid Cap ETF with a value of $25.9M, Vanguard Star Fd Vanguard Tota with a value of $17.4M, Vanguard Information Technolog with a value of $16M, and Vanguard Small Cap ETF with a value of $10.9M.
Examining the 13F form we can see an increase of $34.8M in the current position value, from $154M to 189M.
Axiom Financial Strategies, LLC is based out at New Albany, IN
Below you can find more details about Axiom Financial Strategies, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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