Axis Wealth Partners, LLC Purchases in Q2 2025

Axis Wealth Partners, LLC

  • $152 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
LVHI
Franklin International Low Vol

ETFs
3.43K
+ 18.7%
$28.91 - $33.28 $99.2K - $114K
21.8K $709M
AVSC
American Centy ETF Tr Avantis
1.15K
+ 9.82%
$42.39 - $51.76 $48.9K - $59.7K
12.9K $665M
J P Morgan Exchange Traded F
1.24K
+ 19.81%
N/A
7.48K $468M
VGIT
Vanguard Intermediate Term Tre

ETFs
1.39K
+ 15.14%
$58.63 - $59.9 $81.6K - $83.4K
10.6K $633M
BAC
Bank Of America Corp

Financial Services
809
+ 9.57%
$34.39 - $47.46 $27.8K - $38.4K
9.26K $438M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
848
+ 5.96%
$77.94 - $79.5 $66.1K - $67.4K
15.1K $1.2B
FLQM
Franklin Templeton ETF Tr Libe

ETFs
1.21K
+ 25.04%
$46.92 - $55.01 $56.6K - $66.3K
6.02K $327M
VTC
Vanguard Scottsdale Fds Total

ETFs
875
+ 13.01%
$74.71 - $77.33 $65.4K - $67.7K
7.6K $588M
IEMG
Ishares Inc

ETFs
228
+ 2.46%
N/A
9.5K $570M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
474
+ 15.26%
$82.17 - $99.96 $38.9K - $47.4K
3.58K $352M
IRM
Iron Mountain Inc

Real Estate
5
+ 0.12%
$76.93 - $105.25 $385 - $526
4.03K $413M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
653
+ 3.56%
$35.35 - $42.68 $23.1K - $27.9K
19K $809M
WFC
Wells Fargo & Company

Financial Services
78
+ 1.2%
$60.98 - $80.12 $4.76K - $6.25K
6.56K $525M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
1
+ 0.02%
$97.68 - $121.38 $97.7 - $121
4.73K $574M
SCHG
Schwab Strategic Tr Us Large C

ETFs
46
+ 0.38%
$22.27 - $29.21 $1.02K - $1.34K
12.1K $353M
DLR
Digital Realty Trust, Inc.

Real Estate
3
+ 0.19%
$136.11 - $177.69 $408 - $533
1.56K $271M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
221
+ 1.14%
$27.3 - $31.8 $6.03K - $7.03K
19.6K $622M
OMFL
Invesco Exchange Traded Self I

ETFs
55
+ 0.59%
$48.43 - $57.78 $2.66K - $3.18K
9.34K $540M
VCIT
Vanguard Intermediate Term Cor

ETFs
410
+ 6.22%
$79.56 - $82.92 $32.6K - $34K
7.01K $581M
IEFA
Ishares Tr

ETFs
196
+ 6.99%
$67.83 - $84.09 $13.3K - $16.5K
3K $250M
JCPB
J P Morgan Exchange Traded Fd

ETFs
658
+ 5.13%
$45.9 - $47.2 $30.2K - $31.1K
13.5K $635M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
19
+ 0.88%
$101.97 - $126.75 $1.94K - $2.41K
2.17K $275M
CRNT
Ceragon Networks LTD

Technology
10.7K
New
$2.01 - $2.5 $21.6K - $26.9K
10.7K $26.4M
QCOM
Qualcomm Inc

Technology
7
+ 0.23%
$124.66 - $159.48 $873 - $1.12K
3.01K $479M
XLU
Utilities Sector Spdr

ETFs
2
+ 0.03%
$73.09 - $82.77 $146 - $166
5.97K $487M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
486
+ 4.2%
$24.48 - $24.9 $11.9K - $12.1K
12.1K $300M
BNDX
Vanguard Total International B

ETFs
131
+ 1.6%
$48.77 - $49.55 $6.39K - $6.49K
8.34K $413M
MUB
Ishares National Muni Bond ETF

ETFs
70
+ 2.71%
$102.31 - $105.8 $7.16K - $7.41K
2.66K $277M
USTB
Victory Portfolios Ii Victorys

ETFs
31
+ 0.63%
$50.21 - $50.82 $1.56K - $1.58K
4.93K $250M
MET
Metlife Inc

Financial Services
5
+ 0.18%
$68.42 - $82.49 $342 - $412
2.8K $225M
WPC
W. P. Carey Inc.

Real Estate
21
+ 0.27%
$56.12 - $64.53 $1.18K - $1.36K
7.67K $478M
MO
Altria Group, Inc.

Consumer Defensive
45
+ 0.4%
$55.56 - $60.91 $2.5K - $2.74K
11.3K $664M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
18
+ 2.89%
$483.48 - $539.8 $8.7K - $9.72K
640 $311M
MCD
Mcdonalds Corp

Consumer Cyclical
5
+ 0.39%
$285.55 - $321.23 $1.43K - $1.61K
1.29K $378M
XOM
Exxon Mobil Corp

Energy
90
+ 1.81%
$99.93 - $119.04 $8.99K - $10.7K
5.06K $545M
VZ
Verizon Communications Inc

Communication Services
92
+ 0.34%
$41.67 - $45.62 $3.83K - $4.2K
27.2K $1.18B
AAPL
Apple Inc.

Technology
550
+ 5.31%
$172.42 - $223.89 $94.8K - $123K
10.9K $2.24B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3.24K
+ 2.28%
$24.32 - $27.87 $78.8K - $90.4K
145K $3.86B
UNH
Unitedhealth Group Inc

Healthcare
14
+ 0.88%
$274.35 - $599.47 $3.84K - $8.39K
1.6K $500M
Activity Summary
Buys All Purchases 90 New Holdings 12 Increased Positions 78 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
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