Axis Wealth Partners, LLC Purchases and Sells in Q1 2025

Axis Wealth Partners, LLC

$135 Billion
Q1 2025

Top Buys

Incresed Positions

83 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVE	13K + 204.25%	$185.78 - $198.58 $2.42M - $2.59M	19.4K $3.7B
IJH	36.2K + 187.26%	$57.21 - $65.8 $2.07M - $2.38M	55.5K $3.24B
IVW	12.1K + 59.72%	$92.45 - $106.69 $1.12M - $1.29M	32.3K $3B
SHY	9.11K + 190.54%	$81.83 - $82.73 $745K - $753K	13.9K $1.15B
VYMI	4.55K + 7.43%	$67.08 - $76.14 $305K - $346K	65.7K $4.84B
EFA	7.87K + 188.55%	$74.85 - $84.89 $589K - $668K	12.1K $985M

New Holdings

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IEF	11K New	$91.17 - $95.39 $1M - $1.05M	11K $1.05B
IJR	9.58K New	$102.49 - $119.96 $982K - $1.15M	9.58K $1B
IGIB	14.8K New	$50.82 - $52.7 $751K - $779K	14.8K $777M
IEMG	9.27K New	N/A	9.27K $500M
TIP	3.4K New	$106.22 - $111.09 $361K - $378K	3.4K $378M
FIDELITY COVINGTON TRUST	10.2K New	N/A	10.2K $302M

Top Sells

Reduced Positions

44 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-21 - 0.2%	$209.68 - $247.1 $4.4K - $5.19K	10.4K $2.3B
IQDG	-7.28K - 43.85%	$34.14 - $37.91 $249K - $276K	9.32K $333M
AMZN	-58 - 1.28%	$190.26 - $242.06 $11K - $14K	4.47K $849M
MSFT	-79 - 3.83%	$375.39 - $447.2 $29.7K - $35.3K	1.99K $745M
IUSG	-213 - 2.85%	$126.86 - $146.45 $27K - $31.2K	7.27K $924M
VOOG	-6 - 0.17%	$333.37 - $384.99 $2K - $2.31K	3.53K $1.18B

Activity Summary All Purchases 93 New Holdings 10 Increased Positions 83 All Sells 44 Reductions 44 Sold out 0 Calls 0 Puts 0

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