Axis Wealth Partners, LLC Incresed Positions in Q2 2025

Axis Wealth Partners, LLC

  • $152 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
9.59K
+ 60.49%
$100.35 - $100.71 $963K - $966K
25.4K $2.56B
VUG
Vanguard Growth ETF

ETFs
1.06K
+ 15.81%
$329.49 - $438.4 $349K - $465K
7.77K $3.4B
AMZN
Amazon Com Inc

Consumer Cyclical
3.18K
+ 71.11%
$167.32 - $223.3 $531K - $709K
7.64K $1.68B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
521
+ 5.57%
$456.74 - $568.03 $238K - $296K
9.87K $5.6B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
16.1K
+ 232.24%
$41.1 - $42.37 $662K - $682K
23K $973M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
3.95K
+ 6.17%
$71.28 - $83.74 $282K - $331K
68K $5.69B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
9.54K
+ 24.96%
$45.11 - $52.34 $431K - $500K
47.8K $2.5B
IJJ
Ishares S&P Midcap 400 Value E

ETFs
4.09K
+ 54.56%
$103.88 - $123.68 $425K - $506K
11.6K $1.43B
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
1.25K
+ 1.9%
$65.84 - $80.81 $82.4K - $101K
67K $5.37B
UITB
Usaa ETF Tr Core Intermediate

ETFs
9.87K
+ 19.42%
$45.95 - $47.33 $454K - $467K
60.7K $2.86B
VONG
Vanguard Russell 1000 Growth E

ETFs
2.7K
+ 31.34%
$82.51 - $109.2 $223K - $295K
11.3K $1.24B
FDVV
Fidelity High Dividend ETF

ETFs
4.58K
+ 7.39%
$43.6 - $52.02 $200K - $238K
66.6K $3.46B
JEPI
J P Morgan Exchange Traded Fd

ETFs
6.58K
+ 100.3%
$51.14 - $57.0 $337K - $375K
13.1K $747M
EFG
Msci Eafe Growth ETF

ETFs
1.72K
+ 11.86%
$89.8 - $112.0 $154K - $192K
16.2K $1.81B
VOOG
Vanguard S&P 500 Growth ETF

ETFs
356
+ 10.1%
$299.15 - $396.54 $106K - $141K
3.88K $1.54B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
6.97K
+ 6.07%
$44.68 - $45.96 $312K - $321K
122K $5.57B
DFAI
Dimensional ETF Tr

ETFs
620
+ 0.71%
$28.02 - $34.71 $17.4K - $21.5K
87.9K $3.04B
IWR
Ishares Russell Mid Cap ETF

ETFs
1.01K
+ 3.64%
$74.88 - $91.97 $75.6K - $92.8K
28.7K $2.64B
IJS
Ishares S&P Smallcap 600 Value

ETFs
2.54K
+ 116.38%
$83.54 - $100.04 $212K - $254K
4.72K $469M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
8.33K
+ 29.42%
$27.29 - $29.28 $227K - $244K
36.6K $1.07B
RECS
Columbia ETF Tr I

ETFs
4.02K
+ 13.75%
$29.4 - $36.79 $118K - $148K
33.2K $1.22B
NVDA
Nvidia Corp

Technology
83
+ 1.99%
$94.31 - $157.99 $7.83K - $13.1K
4.26K $673M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
1.21K
+ 2.36%
$37.51 - $45.52 $45.2K - $54.9K
52.2K $2.37B
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.59K
+ 19.81%
$121.58 - $136.74 $193K - $218K
9.62K $1.31B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
2.32K
+ 5.2%
$29.12 - $35.84 $67.5K - $83.1K
46.9K $1.68B
GOOGL
Alphabet Inc.

Communication Services
947
+ 48.44%
$144.7 - $178.6 $137K - $169K
2.9K $511M
EFV
Msci Eafe Value ETF

ETFs
1.87K
+ 9.95%
$52.4 - $64.65 $97.8K - $121K
20.6K $1.31B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
839
+ 12.76%
$108.06 - $135.3 $90.7K - $114K
7.41K $1B
JGRO
J P Morgan Exchange Traded Fd
510
+ 4.17%
N/A
12.7K $1.1B
QQQ
Invesco Qqq Trust, Series 1

ETFs
53
+ 2.8%
$416.06 - $551.64 $22.1K - $29.2K
1.95K $1.07B
RSP
Invesco S&P 500 Equal Weight E

ETFs
632
+ 8.26%
$152.93 - $181.74 $96.7K - $115K
8.29K $1.51B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
2.23K
+ 3.32%
$36.25 - $42.28 $80.8K - $94.2K
69.3K $2.93B
META
Meta Platforms, Inc.

Communication Services
87
+ 14.31%
$484.66 - $738.09 $42.2K - $64.2K
695 $513M
DFAS
Dimensional ETF Tr U S Small C

ETFs
1.26K
+ 7.85%
$52.31 - $63.72 $65.8K - $80.1K
17.3K $1.1B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
897
+ 9.36%
$90.56 - $109.49 $81.2K - $98.2K
10.5K $1.15B
DFAT
Dimensional ETF Tr U S Target

ETFs
2K
+ 16.94%
$44.8 - $53.97 $89.7K - $108K
13.8K $746M
Fidelity Covington Trust
2.9K
+ 28.58%
N/A
13.1K $434M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
2.54K
+ 58.6%
$48.46 - $50.2 $123K - $127K
6.87K $341M
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
TXN
Texas Instruments Inc

Technology
2
+ 0.08%
N/A
2.39K $497M
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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