Axis Wealth Partners, LLC Purchases in Q4 2024

Axis Wealth Partners, LLC

  • $119 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
59.4K
New
$80.93 - $85.66 $4.81M - $5.09M
59.4K $4.81B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
102K
New
$44.87 - $46.86 $4.59M - $4.8M
102K $4.59B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
8.41K
New
$521.84 - $558.82 $4.39M - $4.7M
8.41K $4.53B
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
61.2K
New
$67.29 - $73.38 $4.12M - $4.49M
61.2K $4.15B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
141K
New
$26.93 - $84.95 $3.8M - $12M
141K $3.85B
FDVV
Fidelity High Dividend ETF

ETFs
60.8K
New
$49.66 - $52.63 $3.02M - $3.2M
60.8K $3.04B
VIG
Vanguard Dividend Appreciation

ETFs
14.9K
New
N/A
14.9K $2.92B
SPY
Spdr S&P 500 ETF Trust

ETFs
4.67K
New
$567.81 - $607.81 $2.65M - $2.84M
4.67K $2.73B
VUG
Vanguard Growth ETF

ETFs
6.58K
New
$378.79 - $428.11 $2.49M - $2.82M
6.58K $2.7B
AAPL
Apple Inc.

Technology
10.4K
New
$221.69 - $259.02 $2.3M - $2.69M
10.4K $2.6B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
60K
New
$40.38 - $44.35 $2.42M - $2.66M
60K $2.45B
DFAI
Dimensional ETF Tr

ETFs
81K
New
$29.0 - $31.6 $2.35M - $2.56M
81K $2.36B
IWR
Ishares Russell Mid Cap ETF

ETFs
24.3K
New
$87.25 - $95.52 $2.12M - $2.32M
24.3K $2.14B
UITB
Usaa ETF Tr Core Intermediate

ETFs
45K
New
$45.83 - $48.07 $2.06M - $2.16M
45K $2.07B
IVW
Ishares S&P 500 Growth ETF

ETFs
20.3K
New
$94.43 - $105.47 $1.91M - $2.14M
20.3K $2.06B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
15.1K
New
$126.68 - $134.74 $1.92M - $2.04M
15.1K $1.93B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
36.3K
New
$51.09 - $55.27 $1.86M - $2.01M
36.3K $1.86B
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
45.4K
New
$40.41 - $45.12 $1.83M - $2.05M
45.4K $1.84B
PEY
Invesco Exchange Traded Fd Tr

ETFs
75.2K
New
$21.1 - $23.08 $1.59M - $1.74M
75.2K $1.6B
EFG
Msci Eafe Growth ETF

ETFs
14.7K
New
$96.83 - $106.88 $1.42M - $1.57M
14.7K $1.42B
DHS
Wisdomtree Tr U.S

ETFs
15.4K
New
$92.66 - $100.58 $1.43M - $1.55M
15.4K $1.35B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
38.1K
New
$33.92 - $36.6 $1.29M - $1.39M
38.1K $1.32B
VOOG
Vanguard S&P 500 Growth ETF

ETFs
3.53K
New
$340.59 - $380.5 $1.2M - $1.34M
3.53K $1.29B
IVE
Ishares S&P 500 Value ETF

ETFs
6.38K
New
$189.5 - $206.17 $1.21M - $1.32M
6.38K $1.22B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
19.3K
New
$61.68 - $67.87 $1.19M - $1.31M
19.3K $1.2B
VEA
Vanguard Ftse Developed Market

ETFs
25.1K
New
$47.57 - $52.44 $1.2M - $1.32M
25.1K $1.2B
VZ
Verizon Communications Inc

Communication Services
30K
New
$39.6 - $45.21 $1.19M - $1.36M
30K $1.2B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
11.8K
New
$100.16 - $100.7 $1.18M - $1.19M
11.8K $1.18B
RSP
Invesco S&P 500 Equal Weight E

ETFs
6.6K
New
$174.22 - $187.62 $1.15M - $1.24M
6.6K $1.16B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
14.2K
New
$77.86 - $79.27 $1.11M - $1.13M
14.2K $1.11B
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
8.1K
New
$131.66 - $144.0 $1.07M - $1.17M
8.1K $1.07B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
7.48K
New
$129.96 - $144.97 $973K - $1.08M
7.48K $1.04B
EFV
Msci Eafe Value ETF

ETFs
19.8K
New
$51.78 - $57.15 $1.03M - $1.13M
19.8K $1.04B
RECS
Columbia ETF Tr I

ETFs
28.8K
New
$33.61 - $36.42 $967K - $1.05M
28.8K $996M
AMZN
Amazon Com Inc

Consumer Cyclical
4.52K
New
$180.88 - $232.93 $818K - $1.05M
4.52K $992M
IDV
Ishares Tr

ETFs
35.9K
New
$27.03 - $29.92 $970K - $1.07M
35.9K $983M
IWF
Ishares Russell 1000 Gr ETF

ETFs
2.41K
New
$370.24 - $418.94 $894K - $1.01M
2.41K $969M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.85K
New
$481.22 - $538.17 $891K - $996K
1.85K $946M
DFAS
Dimensional ETF Tr U S Small C

ETFs
14.1K
New
$63.58 - $71.15 $896K - $1M
14.1K $917M
MSFT
Microsoft Corp

Technology
2.06K
New
$406.35 - $454.46 $839K - $938K
2.06K $870M
CDC
Victory Portfolios Ii Shs Inco

ETFs
13.6K
New
$61.65 - $67.55 $836K - $916K
13.6K $849M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
6.47K
New
$124.61 - $133.96 $806K - $866K
6.47K $833M
UNH
Unitedhealth Group Inc

Healthcare
1.61K
New
$485.52 - $625.25 $781K - $1.01M
1.61K $814M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
18.1K
New
$44.33 - $49.55 $803K - $897K
18.1K $814M
VONG
Vanguard Russell 1000 Growth E

ETFs
7.62K
New
$95.27 - $107.82 $726K - $822K
7.62K $787M
JGRO
J P Morgan Exchange Traded Fd
9.37K
New
N/A
9.37K $759M
LQD
Ishares Iboxx $ Investment Gra

ETFs
6.88K
New
$106.56 - $113.11 $733K - $778K
6.88K $735M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
5.88K
New
$121.89 - $135.52 $717K - $797K
5.88K $735M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
25.2K
New
$28.6 - $29.27 $720K - $737K
25.2K $722M
Activity Summary
Buys All Purchases 130 New Holdings 130 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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