Axis Wealth Partners, LLC Portfolio Holdings

Axis Wealth Partners, LLC

  • $135 Billion
  • Q1 2025

Axis Wealth Partners, LLC has filed its 13F form on April 28, 2025 for Q1 2025 where it was disclosed a total value porftolio of $135 Billion distributed in 140 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Fidelity Merrimack Str Tr Tota with a value of $5.24B, Wisdomtree Tr Us Quality Divid with a value of $5.11B, Vanguard Whitehall Fds Intl Hi with a value of $4.84B, Vanguard Index Fds S&P 500 ETF with a value of $4.8B, and Schwab Strategic Tr Us Dividen with a value of $3.98B.

Examining the 13F form we can see an increase of $16.7B in the current position value, from $119B to 135B.

Axis Wealth Partners, LLC is based out at East Providence, RI

Below you can find more details about Axis Wealth Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $135 Billion
ETFs: $117 Billion
Technology: $4.39 Billion
Communication Services: $2.47 Billion
Financial Services: $1.92 Billion
Healthcare: $1.81 Billion
Consumer Cyclical: $1.69 Billion
Real Estate: $1.05 Billion
Energy: $866 Million
Other: $881 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$5.24 Billion 3.87% of portfolio
114,846
Q1 2025 Added 12.18%
$0
$5.11 Billion 3.78% of portfolio
64,020
Q1 2025 Added 7.76%
$0
$4.84 Billion 3.58% of portfolio
65,725
Q1 2025 Added 7.43%
$0
$4.8 Billion 3.55% of portfolio
9,346
Q1 2025 Added 11.09%
$0
$3.98 Billion 2.94% of portfolio
142,230
Q1 2025 Added 0.91%
$0
$3.7 Billion 2.74% of portfolio
19,420
Q1 2025 Added 204.25%
$0
$3.24 Billion 2.39% of portfolio
55,485
Q1 2025 Added 187.26%
$0
$3.08 Billion 2.28% of portfolio
15,889
Q1 2025 Added 6.69%
$0
$3.08 Billion 2.27% of portfolio
62,010
Q1 2025 Added 2.03%
$0
$3 Billion 2.22% of portfolio
32,345
Q1 2025 Added 59.72%
$0
$2.78 Billion 2.05% of portfolio
28,075
Q1 2025 Added 6.68%
$0
$2.76 Billion 2.04% of portfolio
67,048
Q1 2025 Added 11.81%
$0
$2.73 Billion 2.01% of portfolio
87,287
Q1 2025 Added 7.79%
$0
$2.67 Billion 1.98% of portfolio
4,781
Q1 2025 Added 2.46%
$0
$2.49 Billion 1.84% of portfolio
6,705
Q1 2025 Added 1.85%
$0
$2.39 Billion 1.76% of portfolio
50,834
Q1 2025 Added 13.04%
$3.42T
$2.3 Billion 1.7% of portfolio
10,360
Q1 2025 Reduced 0.2%
$0
$2.15 Billion 1.59% of portfolio
51,030
Q1 2025 Added 12.44%
$0
$1.95 Billion 1.44% of portfolio
38,231
Q1 2025 Added 5.21%
$0
$1.93 Billion 1.43% of portfolio
14,978
Q1 2025 Reduced 0.94%
$0
$1.6 Billion 1.18% of portfolio
15,857
Q1 2025 Added 34.56%
$0
$1.49 Billion 1.1% of portfolio
69,342
Q1 2025 Reduced 7.77%
$0
$1.47 Billion 1.09% of portfolio
44,614
Q1 2025 Added 17.14%
$0
$1.45 Billion 1.07% of portfolio
14,456
Q1 2025 Reduced 1.53%
$0
$1.32 Billion 0.98% of portfolio
14,573
Q1 2025 Reduced 5.29%
$0
$1.33 Billion 0.98% of portfolio
7,654
Q1 2025 Added 15.93%
$185B
$1.23 Billion 0.91% of portfolio
27,103
Q1 2025 Reduced 9.66%
$0
$1.21 Billion 0.9% of portfolio
23,878
Q1 2025 Reduced 5.0%
$0
$1.18 Billion 0.87% of portfolio
3,525
Q1 2025 Reduced 0.17%
$0
$1.15 Billion 0.85% of portfolio
13,885
Q1 2025 Added 190.54%
$0
$1.12 Billion 0.83% of portfolio
14,224
Q4 2024 New
$0
$1.11 Billion 0.82% of portfolio
18,766
Q1 2025 Reduced 5.22%
$0
$1.09 Billion 0.81% of portfolio
8,032
Q1 2025 Reduced 0.88%
$0
$1.08 Billion 0.8% of portfolio
34,909
Q1 2025 Reduced 2.74%
$0
$1.05 Billion 0.77% of portfolio
10,970
Q1 2025 New
$0
$1 Billion 0.74% of portfolio
9,584
Q1 2025 New
$0
$985 Million 0.73% of portfolio
12,050
Q1 2025 Added 188.55%
$0
$971 Million 0.72% of portfolio
29,224
Q1 2025 Added 1.53%
$0
$957 Million 0.71% of portfolio
16,018
Q1 2025 Added 13.68%
$0
$924 Million 0.68% of portfolio
7,271
Q1 2025 Reduced 2.85%
-
$903 Million 0.67% of portfolio
-
Q1 2025 Added 30.61%
$0
$893 Million 0.66% of portfolio
11,316
Q1 2025 Added 174.93%
$0
$887 Million 0.66% of portfolio
1,893
Q1 2025 Added 2.27%
$0
$898 Million 0.66% of portfolio
7,504
Q1 2025 Added 27.6%
$0
$867 Million 0.64% of portfolio
13,194
Q1 2025 Reduced 2.7%
$0
$872 Million 0.64% of portfolio
2,416
Q1 2025 Added 0.08%
$1.88T
$849 Million 0.63% of portfolio
4,465
Q1 2025 Reduced 1.28%
$385B
$832 Million 0.62% of portfolio
1,589
Q1 2025 Reduced 1.18%
$0
$817 Million 0.6% of portfolio
28,312
Q1 2025 Added 12.43%

Summary

  • Portfolio
  • No. of Stocks 140
  • Current Value $135 Billion
  • Prior Value $119 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 28, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 10 stocks
  • Additional Purchases 83 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 44 stocks
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