Axis Wealth Partners, LLC Incresed Positions in Q3 2025

Axis Wealth Partners, LLC

  • $171 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
4.47K
+ 41.0%
$202.38 - $256.87 $905K - $1.15M
15.4K $3.92B
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
VONG
Vanguard Russell 1000 Growth E

ETFs
2.76K
+ 24.37%
$108.08 - $121.73 $298K - $335K
14.1K $1.69B
IJK
Ishares S&P Midcap 400 Growth

ETFs
3.66K
+ 26.56%
$91.28 - $97.59 $334K - $357K
17.4K $1.67B
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
NVDA
Nvidia Corp

Technology
924
+ 21.69%
$153.3 - $186.58 $142K - $172K
5.18K $967M
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
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
3.93K
+ 7.53%
$45.07 - $47.56 $177K - $187K
56.2K $2.58B
JGRO
J P Morgan Exchange Traded Fd
1.21K
+ 9.5%
N/A
14K $1.31B
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
IJT
Ishares S&P Small Cap 600 Grow

ETFs
829
+ 31.18%
$131.47 - $143.64 $109K - $119K
3.49K $494M
DFAS
Dimensional ETF Tr U S Small C

ETFs
840
+ 4.86%
$63.41 - $69.69 $53.3K - $58.5K
18.1K $1.24B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.09K
+ 5.14%
$97.75 - $100.75 $106K - $109K
22.2K $2.22B
Fidelity Covington Trust
2.92K
+ 22.38%
N/A
16K $564M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
47
+ 0.32%
$132.9 - $142.03 $6.25K - $6.68K
14.8K $2.09B
PLTR
Palantir Technologies Inc.

Technology
71
+ 3.08%
$130.68 - $186.97 $9.28K - $13.3K
2.38K $434M
EFV
Msci Eafe Value ETF

ETFs
362
+ 1.75%
$62.79 - $68.42 $22.7K - $24.8K
21K $1.42B
LVHI
Franklin International Low Vol

ETFs
1.84K
+ 8.46%
$32.69 - $35.19 $60.3K - $64.9K
23.6K $821M
MSFT
Microsoft Corp

Technology
138
+ 6.97%
$491.09 - $535.64 $67.8K - $73.9K
2.12K $1.1B
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.86K
+ 14.18%
$55.61 - $57.37 $104K - $107K
15K $857M
ABBV
Abb Vie Inc.

Healthcare
128
+ 7.59%
$184.85 - $231.54 $23.7K - $29.6K
1.82K $420M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2
+ 0.1%
$546.99 - $602.2 $1.09K - $1.2K
1.95K $1.17B
MO
Altria Group, Inc.

Consumer Defensive
14
+ 0.12%
$57.75 - $67.68 $809 - $948
11.3K $749M
EFG
Msci Eafe Growth ETF

ETFs
476
+ 2.94%
$106.99 - $114.46 $50.9K - $54.5K
16.6K $1.9B
JPIE
J P Morgan Exchange Traded Fd
1.78K
+ 13.1%
$46.01 - $46.55 $81.7K - $82.7K
15.3K $712M
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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