Axis Wealth Partners, LLC Purchases in Q3 2025

Axis Wealth Partners, LLC

  • $171 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Victory Portfolios Ii
67.5K
New
N/A
67.5K $2.53B
AAPL
Apple Inc.

Technology
4.47K
+ 41.0%
$202.38 - $256.87 $905K - $1.15M
15.4K $3.92B
Columbia ETF Tr I
26.2K
New
N/A
26.2K $1.22B
VONV
Vanguard Russell 1000 Value Et

ETFs
8.55K
+ 110.5%
$84.55 - $89.54 $722K - $765K
16.3K $1.45B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
513
+ 5.2%
$567.77 - $614.76 $291K - $315K
10.4K $6.36B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
13K
+ 10.67%
$45.26 - $46.63 $588K - $606K
135K $6.23B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
2.97K
+ 4.36%
$84.28 - $89.46 $250K - $265K
70.9K $6.31B
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
3.64K
+ 5.43%
$79.76 - $85.78 $290K - $312K
70.6K $5.98B
IJJ
Ishares S&P Midcap 400 Value E

ETFs
3.81K
+ 32.88%
$122.57 - $132.57 $467K - $505K
15.4K $2B
VUG
Vanguard Growth ETF

ETFs
329
+ 4.24%
$433.97 - $484.08 $143K - $159K
8.09K $3.88B
IJK
Ishares S&P Midcap 400 Growth

ETFs
3.66K
+ 26.56%
$91.28 - $97.59 $334K - $357K
17.4K $1.67B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
5.62K
+ 8.11%
$41.91 - $44.87 $235K - $252K
74.9K $3.35B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
5.09K
+ 10.85%
$36.04 - $38.78 $184K - $198K
52K $2.01B
VIG
Vanguard Dividend Appreciation

ETFs
703
+ 4.54%
N/A
16.2K $3.49B
DFAI
Dimensional ETF Tr

ETFs
4.45K
+ 5.07%
$34.05 - $36.55 $152K - $163K
92.4K $3.36B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
3.1K
+ 6.49%
$52.12 - $55.33 $162K - $172K
50.9K $2.81B
FDVV
Fidelity High Dividend ETF

ETFs
1.05K
+ 1.58%
$52.42 - $55.71 $55K - $58.4K
67.6K $3.77B
BSCU
Invesco Exc Self Ind Tr

ETFs
17.6K
New
$16.67 - $17.03 $293K - $299K
17.6K $297M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
15.7K
New
$18.61 - $18.94 $293K - $298K
15.7K $296M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
14.4K
New
$20.41 - $20.67 $293K - $297K
14.4K $296M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
15K
New
$19.61 - $19.79 $293K - $296K
15K $295M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
15.1K
New
$19.49 - $19.61 $293K - $295K
15.1K $294M
NVDA
Nvidia Corp

Technology
924
+ 21.69%
$153.3 - $186.58 $142K - $172K
5.18K $967M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
14K
New
$20.66 - $20.74 $289K - $290K
14K $289M
BSCV
Invesco ETF Self Indexed Fd Tr
16.5K
New
$16.39 - $16.83 $270K - $277K
16.5K $275M
GOOG
Alphabet Inc.

Communication Services
1.1K
New
$175.16 - $255.24 $192K - $280K
1.1K $267M
IJS
Ishares S&P Smallcap 600 Value

ETFs
1.92K
+ 40.68%
$98.99 - $112.2 $190K - $215K
6.64K $734M
RECS
Columbia ETF Tr I

ETFs
3.24K
+ 9.75%
$36.82 - $40.35 $119K - $131K
36.5K $1.47B
SPY
Spdr S&P 500 ETF Trust

ETFs
5
+ 0.11%
$617.65 - $666.84 $3.09K - $3.33K
4.75K $3.17B
DFAT
Dimensional ETF Tr U S Target

ETFs
2.86K
+ 20.68%
$53.36 - $59.69 $153K - $171K
16.7K $971M
GOOGL
Alphabet Inc.

Communication Services
111
+ 3.82%
$174.36 - $254.72 $19.4K - $28.3K
3.01K $732M
UITB
Usaa ETF Tr Core Intermediate

ETFs
4.04K
+ 6.65%
$46.38 - $47.74 $187K - $193K
64.7K $3.08B
HD
Home Depot, Inc.

Consumer Cyclical
540
New
$357.4 - $423.42 $193K - $229K
540 $219M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
3.93K
+ 7.53%
$45.07 - $47.56 $177K - $187K
56.2K $2.58B
MS
Morgan Stanley

Financial Services
1.35K
New
$139.09 - $161.16 $188K - $217K
1.35K $215M
JGRO
J P Morgan Exchange Traded Fd
1.21K
+ 9.5%
N/A
14K $1.31B
WMT
Walmart Inc.

Consumer Defensive
1.99K
New
$94.4 - $104.27 $188K - $207K
1.99K $205M
SPYG
Spdr Portfolio

ETFs
1.95K
New
$94.33 - $105.31 $184K - $205K
1.95K $203M
IWB
Ishares Tr Russell 1000 ETF

ETFs
547
New
$339.37 - $366.46 $186K - $200K
547 $200M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
4.36K
+ 18.91%
$41.8 - $43.15 $182K - $188K
27.4K $1.17B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.45K
+ 1.69%
$26.38 - $27.95 $64.7K - $68.6K
148K $4.04B
VOOG
Vanguard S&P 500 Growth ETF

ETFs
74
+ 1.91%
$393.18 - $439.39 $29.1K - $32.5K
3.96K $1.72B
DUHP
Dimensional ETF Tr Dimensional

ETFs
3.86K
+ 23.94%
$35.76 - $37.93 $138K - $146K
20K $755M
TSLA
Tesla, Inc.

Consumer Cyclical
62
+ 5.39%
$293.94 - $444.72 $18.2K - $27.6K
1.21K $539M
RSP
Invesco S&P 500 Equal Weight E

ETFs
537
+ 6.48%
$181.56 - $190.33 $97.5K - $102K
8.82K $1.67B
VEA
Vanguard Ftse Developed Market

ETFs
1.73K
+ 7.85%
$56.02 - $60.3 $96.7K - $104K
23.7K $1.42B
WTMF
Wisdomtree Tr Managed Futures

ETFs
3.45K
+ 30.31%
$35.27 - $37.96 $122K - $131K
14.8K $561M
Fidelity Covington Trust
3.02K
+ 30.55%
N/A
12.9K $481M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
436
+ 5.88%
$134.94 - $145.86 $58.8K - $63.6K
7.85K $1.14B
Activity Summary
Buys All Purchases 114 New Holdings 15 Increased Positions 99 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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