Axiom Financial Strategies, LLC Portfolio Holdings by Sector

Axiom Financial Strategies, LLC

$189 Million
Q3 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs IVV VO VXUS VGT VB VWO VFH VHT 25 stocks	$182,244 96.59% of portfolio	18	6	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$1,085 0.58% of portfolio	1	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$851 0.45% of portfolio	1	-	1	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$494 0.26% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$426 0.23% of portfolio	1	-	-	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials ADP PAYX 2 stocks	$415 0.22% of portfolio	2	-	2	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical LOW 1 stocks	$360 0.19% of portfolio	1	-	1	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$324 0.17% of portfolio	1	-	1	-	0 Calls 0 Puts
Information Technology Services \| Technology ACN 1 stocks	$293 0.16% of portfolio	1	-	1	-	0 Calls 0 Puts
Semiconductors \| Technology ADI 1 stocks	$263 0.14% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services CB 1 stocks	$261 0.14% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy CVX 1 stocks	$257 0.14% of portfolio	1	-	1	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive PEP 1 stocks	$248 0.13% of portfolio	1	-	1	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare AMGN 1 stocks	$246 0.13% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META 1 stocks	$242 0.13% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance—Life \| Financial Services AFL 1 stocks	$234 0.12% of portfolio	1	-	1	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST 1 stocks	$232 0.12% of portfolio	1	-	1	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology AMAT 1 stocks	$202 0.11% of portfolio	1	-	1	-	0 Calls 0 Puts

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