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
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
1.28K
+ 12.47%
$24.5 - $24.95 $31.5K - $32K
11.6K $287M
VGIT
Vanguard Intermediate Term Tre

ETFs
272
+ 3.05%
$57.44 - $59.4 $15.6K - $16.2K
9.19K $546M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
25
+ 0.3%
$58.01 - $64.46 $1.45K - $1.61K
8.44K $524M
VTC
Vanguard Scottsdale Fds Total

ETFs
259
+ 4.0%
$74.74 - $77.39 $19.4K - $20K
6.73K $517M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
1.36K
+ 7.53%
$29.34 - $31.31 $39.8K - $42.4K
19.4K $574M
XLU
Utilities Sector Spdr

ETFs
96
+ 1.64%
$74.7 - $80.27 $7.17K - $7.71K
5.97K $470M
ITA
Ishares Tr

ETFs
77
+ 4.35%
$144.84 - $159.5 $11.2K - $12.3K
1.85K $283M
J P Morgan Exchange Traded F
639
+ 11.4%
N/A
6.24K $373M
VCIT
Vanguard Intermediate Term Cor

ETFs
136
+ 2.11%
$79.17 - $82.04 $10.8K - $11.2K
6.6K $539M
PFE
Pfizer Inc

Healthcare
1.15K
+ 10.55%
$25.01 - $27.13 $28.8K - $31.3K
12.1K $306M
IWD
Ishares Russell 1000 Val ETF

ETFs
14
+ 0.46%
$182.82 - $196.21 $2.56K - $2.75K
3.08K $579M
VONG
Vanguard Russell 1000 Growth E

ETFs
990
+ 12.99%
$92.71 - $107.38 $91.8K - $106K
8.61K $799M
WFC
Wells Fargo & Company

Financial Services
10
+ 0.15%
$66.78 - $81.42 $668 - $814
6.48K $465M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
306
+ 6.78%
$51.3 - $56.76 $15.7K - $17.4K
4.82K $255M
VNQ
Vanguard Specialized Funds Van

ETFs
16
+ 0.53%
$85.55 - $94.34 $1.37K - $1.51K
3.05K $276M
F
Ford Motor CO

Consumer Cyclical
199
+ 1.92%
$9.12 - $10.43 $1.81K - $2.08K
10.5K $106M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
26
+ 0.43%
$47.33 - $47.92 $1.23K - $1.25K
6.12K $291M
JNK
Spdr Bloomberg High Yield Bond

ETFs
23
+ 0.82%
$94.86 - $97.12 $2.18K - $2.23K
2.85K $271M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
35
+ 0.81%
$49.69 - $50.76 $1.74K - $1.78K
4.33K $217M
QCOM
Qualcomm Inc

Technology
4
+ 0.13%
$151.94 - $175.86 $608 - $703
3K $461M
FFIEW
Faraday Future Intelligent Ele
12.1K
New
$0.03 - $0.11 $363 - $1.33K
12.1K $544K
MUB
Ishares National Muni Bond ETF

ETFs
27
+ 1.06%
$104.71 - $107.69 $2.83K - $2.91K
2.59K $273M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
26
+ 0.51%
$49.25 - $50.66 $1.28K - $1.32K
5.11K $254M
SRLN
Ssga Active Trust

ETFs
27
+ 0.44%
$41.02 - $41.99 $1.11K - $1.13K
6.18K $254M
AVSC
American Centy ETF Tr Avantis
1.15K
+ 10.84%
$48.08 - $56.12 $55.2K - $64.4K
11.7K $568M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
2
+ 0.09%
$113.22 - $126.36 $226 - $253
2.15K $247M
VTI
Vanguard Total Stock Market Et

ETFs
27
+ 1.84%
$271.18 - $303.12 $7.32K - $8.18K
1.49K $411M
BAC
Bank Of America Corp

Financial Services
38
+ 0.45%
$39.61 - $47.74 $1.51K - $1.81K
8.45K $353M
TXN
Texas Instruments Inc

Technology
1
+ 0.04%
N/A
2.39K $429M
ITOT
Ishares Core S&P Total U.S. St

ETFs
35
+ 0.98%
$120.29 - $134.6 $4.21K - $4.71K
3.6K $439M
RECS
Columbia ETF Tr I

ETFs
440
+ 1.53%
$32.64 - $36.08 $14.4K - $15.9K
29.2K $971M
VBR
Vanguard Small Cap Value ETF

ETFs
45
+ 1.39%
$183.02 - $207.75 $8.24K - $9.35K
3.29K $613M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
106
+ 1.64%
$120.24 - $134.3 $12.7K - $14.2K
6.57K $801M
NVDA
Nvidia Corp

Technology
413
+ 10.97%
$106.98 - $149.43 $44.2K - $61.7K
4.18K $453M
QQQ
Invesco Qqq Trust, Series 1

ETFs
42
+ 2.27%
$468.34 - $539.52 $19.7K - $22.7K
1.89K $887M
SPY
Spdr S&P 500 ETF Trust

ETFs
115
+ 2.46%
$551.42 - $612.93 $63.4K - $70.5K
4.78K $2.67B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
223
+ 1.23%
$40.03 - $46.81 $8.93K - $10.4K
18.3K $747M
GOOGL
Alphabet Inc.

Communication Services
1
+ 0.05%
$154.33 - $206.19 $154 - $206
1.96K $302M
IRM
Iron Mountain Inc

Real Estate
3
+ 0.07%
$82.79 - $111.31 $248 - $334
4.02K $346M
IWF
Ishares Russell 1000 Gr ETF

ETFs
2
+ 0.08%
$360.07 - $417.26 $720 - $835
2.42K $872M
TSLA
Tesla, Inc.

Consumer Cyclical
46
+ 3.67%
$222.15 - $428.22 $10.2K - $19.7K
1.3K $336M
VUG
Vanguard Growth ETF

ETFs
122
+ 1.85%
$369.1 - $427.61 $45K - $52.2K
6.71K $2.49B
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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