Axis Wealth Partners, LLC Purchases in Q1 2025

Axis Wealth Partners, LLC

  • $135 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVE
Ishares S&P 500 Value ETF

ETFs
13K
+ 204.25%
$185.78 - $198.58 $2.42M - $2.59M
19.4K $3.7B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
36.2K
+ 187.26%
$57.21 - $65.8 $2.07M - $2.38M
55.5K $3.24B
IEF
Ishares Barclays

ETFs
11K
New
$91.17 - $95.39 $1M - $1.05M
11K $1.05B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
9.58K
New
$102.49 - $119.96 $982K - $1.15M
9.58K $1B
IVW
Ishares S&P 500 Growth ETF

ETFs
12.1K
+ 59.72%
$92.45 - $106.69 $1.12M - $1.29M
32.3K $3B
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
14.8K
New
$50.82 - $52.7 $751K - $779K
14.8K $777M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
9.11K
+ 190.54%
$81.83 - $82.73 $745K - $753K
13.9K $1.15B
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
4.55K
+ 7.43%
$67.08 - $76.14 $305K - $346K
65.7K $4.84B
EFA
Ishares Tr Msci Eafe ETF

ETFs
7.87K
+ 188.55%
$74.85 - $84.89 $589K - $668K
12.1K $985M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
12.5K
+ 12.18%
$44.41 - $45.98 $554K - $573K
115K $5.24B
IEMG
Ishares Inc

ETFs
9.27K
New
N/A
9.27K $500M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
4.07K
+ 34.56%
$100.34 - $100.68 $409K - $410K
15.9K $1.6B
TIP
Ishares Tr Tips Bd ETF

ETFs
3.4K
New
$106.22 - $111.09 $361K - $378K
3.4K $378M
DFAI
Dimensional ETF Tr

ETFs
6.31K
+ 7.79%
$28.88 - $32.4 $182K - $204K
87.3K $2.73B
UITB
Usaa ETF Tr Core Intermediate

ETFs
5.87K
+ 13.04%
$45.41 - $47.18 $266K - $277K
50.8K $2.39B
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
5.65K
+ 12.44%
$39.65 - $43.35 $224K - $245K
51K $2.15B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
7.08K
+ 11.81%
$39.96 - $43.3 $283K - $307K
67K $2.76B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
4.61K
+ 7.76%
$78.0 - $84.37 $360K - $389K
64K $5.11B
Fidelity Covington Trust
10.2K
New
N/A
10.2K $302M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
3.11K
New
$89.18 - $104.04 $277K - $323K
3.11K $284M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
933
+ 11.09%
$507.05 - $563.67 $473K - $526K
9.35K $4.8B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.76K
+ 6.68%
$95.85 - $99.25 $169K - $174K
28.1K $2.78B
IJS
Ishares S&P Smallcap 600 Value

ETFs
2.18K
New
$96.3 - $112.23 $210K - $245K
2.18K $212M
IEFA
Ishares Tr

ETFs
2.8K
New
$69.57 - $78.65 $195K - $221K
2.8K $212M
IWR
Ishares Russell Mid Cap ETF

ETFs
3.44K
+ 14.19%
$82.81 - $92.93 $285K - $320K
27.7K $2.36B
LVHI
Franklin International Low Vol

ETFs
4.57K
+ 33.14%
$30.53 - $32.85 $140K - $150K
18.4K $594M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.05K
+ 15.93%
$169.43 - $182.84 $178K - $192K
7.65K $1.33B
VIG
Vanguard Dividend Appreciation

ETFs
997
+ 6.69%
N/A
15.9K $3.08B
IJJ
Ishares S&P Midcap 400 Value E

ETFs
1.62K
+ 27.6%
$117.4 - $131.02 $191K - $213K
7.5K $898M
JPIE
J P Morgan Exchange Traded Fd
3.26K
+ 28.41%
$45.46 - $46.18 $148K - $151K
14.8K $680M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
6.53K
+ 17.14%
$32.42 - $36.13 $212K - $236K
44.6K $1.47B
DUHP
Dimensional ETF Tr Dimensional

ETFs
4.79K
+ 39.74%
$32.57 - $35.82 $156K - $171K
16.8K $558M
JGRO
J P Morgan Exchange Traded Fd
2.87K
+ 30.61%
N/A
12.2K $903M
DFAT
Dimensional ETF Tr U S Target

ETFs
3.29K
+ 38.62%
$50.44 - $58.1 $166K - $191K
11.8K $609M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.29K
+ 0.91%
$27.01 - $28.54 $34.7K - $36.7K
142K $3.98B
WTMF
Wisdomtree Tr Managed Futures

ETFs
3.37K
+ 38.96%
$33.94 - $35.62 $114K - $120K
12K $410M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
3.13K
+ 12.43%
$28.55 - $29.09 $89.3K - $91K
28.3K $817M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1.89K
+ 5.21%
$49.78 - $53.19 $94.3K - $101K
38.2K $1.95B
IJK
Ishares S&P Midcap 400 Growth

ETFs
1.65K
+ 20.76%
$81.62 - $96.63 $134K - $159K
9.58K $798M
XOM
Exxon Mobil Corp

Energy
93
+ 1.91%
$105.44 - $118.93 $9.81K - $11.1K
4.97K $591M
JCPB
J P Morgan Exchange Traded Fd

ETFs
1.01K
+ 8.54%
$45.56 - $47.23 $46K - $47.7K
12.8K $604M
ABBV
Abb Vie Inc.

Healthcare
4
+ 0.23%
$169.2 - $216.66 $677 - $867
1.78K $372M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
1.05K
+ 17.91%
$40.79 - $42.32 $43K - $44.6K
6.93K $292M
USTB
Victory Portfolios Ii Victorys

ETFs
810
+ 19.83%
$50.08 - $50.71 $40.6K - $41.1K
4.9K $248M
JEPI
J P Morgan Exchange Traded Fd

ETFs
771
+ 13.32%
$56.17 - $59.71 $43.3K - $46K
6.56K $375M
FDVV
Fidelity High Dividend ETF

ETFs
1.23K
+ 2.03%
$48.86 - $52.28 $60.2K - $64.4K
62K $3.08B
DFAS
Dimensional ETF Tr U S Small C

ETFs
1.93K
+ 13.68%
$58.81 - $68.2 $113K - $131K
16K $957M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
565
+ 5.05%
$42.5 - $46.71 $24K - $26.4K
11.8K $532M
OMFL
Invesco Exchange Traded Self I

ETFs
879
+ 10.46%
$52.19 - $57.45 $45.9K - $50.5K
9.28K $495M
Activity Summary
Buys All Purchases 93 New Holdings 10 Increased Positions 83 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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