Axis Wealth Partners, LLC Purchases and Sells in Q2 2025

Axis Wealth Partners, LLC

$152 Billion
Q2 2025

Top Buys

Incresed Positions

78 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SGOV	9.59K + 60.49%	$100.35 - $100.71 $963K - $966K	25.4K $2.56B
VUG	1.06K + 15.81%	$329.49 - $438.4 $349K - $465K	7.77K $3.4B
AMZN	3.18K + 71.11%	$167.32 - $223.3 $531K - $709K	7.64K $1.68B
VOO	521 + 5.57%	$456.74 - $568.03 $238K - $296K	9.87K $5.6B
DFCF	16.1K + 232.24%	$41.1 - $42.37 $662K - $682K	23K $973M
DGRW	3.95K + 6.17%	$71.28 - $83.74 $282K - $331K	68K $5.69B

New Holdings

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VONV	7.73K New	$73.19 - $85.21 $566K - $659K	7.73K $659M
IJT	2.66K New	$108.87 - $133.04 $289K - $354K	2.66K $354M
FIDELITY COVINGTON TRUST	9.89K New	N/A	9.89K $341M
PLTR	2.31K New	$74.01 - $144.25 $171K - $333K	2.31K $314M
TSM	1.09K New	$141.37 - $228.57 $153K - $248K	1.09K $246M
PM	1.2K New	$149.23 - $184.95 $178K - $221K	1.2K $218M

Top Sells

Reduced Positions

56 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AGG	-6.97K - 24.82%	$96.84 - $99.46 $675K - $693K	21.1K $2.09B
ITOT	-1.4K - 38.97%	$108.12 - $135.04 $151K - $189K	2.19K $296M
PEY	-3.09K - 4.46%	$18.68 - $21.54 $57.8K - $66.6K	66.2K $1.35B
LQD	-1.22K - 20.68%	$105.23 - $109.61 $128K - $134K	4.68K $513M
VTV	-759 - 20.1%	$153.67 - $176.74 $117K - $134K	3.02K $533M
IQDG	-3.78K - 40.58%	$32.02 - $39.74 $121K - $150K	5.54K $220M

Activity Summary All Purchases 90 New Holdings 12 Increased Positions 78 All Sells 56 Reductions 56 Sold out 0 Calls 0 Puts 0

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