Axis Wealth Partners, LLC Sells in Q2 2025

Axis Wealth Partners, LLC

  • $152 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-6.97K
- 24.82%
$96.84 - $99.46 $675K - $693K
21.1K $2.09B
ITOT
Ishares Core S&P Total U.S. St

ETFs
-1.4K
- 38.97%
$108.12 - $135.04 $151K - $189K
2.19K $296M
PEY
Invesco Exchange Traded Fd Tr

ETFs
-3.09K
- 4.46%
$18.68 - $21.54 $57.8K - $66.6K
66.2K $1.35B
LQD
Ishares Iboxx $ Investment Gra

ETFs
-1.22K
- 20.68%
$105.23 - $109.61 $128K - $134K
4.68K $513M
VTV
Vanguard Value ETF

ETFs
-759
- 20.1%
$153.67 - $176.74 $117K - $134K
3.02K $533M
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
-3.78K
- 40.58%
$32.02 - $39.74 $121K - $150K
5.54K $220M
DHS
Wisdomtree Tr U.S

ETFs
-765
- 5.25%
$87.71 - $98.37 $67.1K - $75.3K
13.8K $1.23B
CVX
Chevron Corp

Energy
-170
- 10.33%
$133.73 - $168.51 $22.7K - $28.6K
1.48K $211M
ABBV
Abb Vie Inc.

Healthcare
-88
- 4.96%
$170.16 - $206.27 $15K - $18.2K
1.69K $313M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-2.54K
- 19.33%
$22.54 - $23.17 $57.2K - $58.8K
10.6K $243M
IWP
Ishares Russell Mid Cap Growth

ETFs
-658
- 28.2%
$104.34 - $138.68 $68.7K - $91.3K
1.68K $232M
CDC
Victory Portfolios Ii Shs Inco

ETFs
-131
- 0.99%
$58.28 - $65.68 $7.63K - $8.6K
13.1K $832M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-441
- 3.18%
$82.21 - $83.12 $36.3K - $36.7K
13.4K $1.11B
PFE
Pfizer Inc

Healthcare
-523
- 4.33%
$21.59 - $24.84 $11.3K - $13K
11.6K $280M
VBR
Vanguard Small Cap Value ETF

ETFs
-280
- 8.51%
$162.76 - $195.77 $45.6K - $54.8K
3.01K $587M
HYG
Ishares Tr

ETFs
-541
- 4.78%
$75.75 - $80.65 $41K - $43.6K
10.8K $869M
T
At&T Inc.

Communication Services
-1.25K
- 6.04%
$26.33 - $28.94 $33K - $36.3K
19.5K $564M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-321
- 6.28%
$48.13 - $49.85 $15.4K - $16K
4.79K $235M
IEF
Ishares Barclays

ETFs
-236
- 2.15%
$93.15 - $96.56 $22K - $22.8K
10.7K $1.03B
VTI
Vanguard Total Stock Market Et

ETFs
-201
- 13.45%
$243.75 - $303.93 $49K - $61.1K
1.29K $393M
VO
Vanguard Mid Cap ETF

ETFs
-131
- 12.73%
$228.54 - $279.83 $29.9K - $36.7K
898 $251M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-336
- 5.03%
$28.02 - $32.37 $9.41K - $10.9K
6.34K $201M
VNQ
Vanguard Specialized Funds Van

ETFs
-80
- 2.63%
$79.79 - $91.42 $6.38K - $7.31K
2.97K $264M
TIP
Ishares Tr Tips Bd ETF

ETFs
-65
- 1.91%
$107.93 - $110.97 $7.02K - $7.21K
3.34K $367M
WTMF
Wisdomtree Tr Managed Futures

ETFs
-637
- 5.3%
$32.91 - $35.38 $21K - $22.5K
11.4K $402M
JNK
Spdr Bloomberg High Yield Bond

ETFs
-139
- 4.89%
$91.23 - $97.27 $12.7K - $13.5K
2.71K $263M
SRLN
Ssga Active Trust

ETFs
-237
- 3.84%
$39.47 - $41.59 $9.35K - $9.86K
5.94K $247M
PFF
Ishares Trust Ishares Pfd And

ETFs
-202
- 2.68%
$29.0 - $30.68 $5.86K - $6.2K
7.35K $225M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-285
- 1.93%
$51.1 - $53.29 $14.6K - $15.2K
14.5K $773M
IWM
Ishares Russell 2000 ETF

ETFs
-111
- 8.86%
$174.82 - $215.79 $19.4K - $24K
1.14K $246M
IWD
Ishares Russell 1000 Val ETF

ETFs
-108
- 3.51%
$166.82 - $194.23 $18K - $21K
2.97K $577M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-6
- 0.1%
$72.02 - $73.82 $432 - $443
6K $441M
DTH
Wisdomtree Tr

ETFs
-595
- 7.95%
$37.84 - $46.83 $22.5K - $27.9K
6.89K $319M
IVV
Ishares Core S&P 500 ETF

ETFs
-68
- 8.28%
$498.8 - $620.9 $33.9K - $42.2K
753 $468M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-753
- 6.41%
$39.89 - $49.46 $30K - $37.2K
11K $544M
DUHP
Dimensional ETF Tr Dimensional

ETFs
-712
- 4.23%
$29.36 - $35.56 $20.9K - $25.3K
16.1K $573M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-62
- 5.91%
$180.84 - $240.32 $11.2K - $14.9K
987 $237M
VBK
Vanguard Small Cap Growth ETF

ETFs
-68
- 3.69%
$219.76 - $276.94 $14.9K - $18.8K
1.78K $492M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-439
- 5.2%
$55.54 - $69.09 $24.4K - $30.3K
8K $553M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-2.82K
- 5.08%
$51.16 - $62.02 $144K - $175K
52.7K $3.27B
TSLA
Tesla, Inc.

Consumer Cyclical
-148
- 11.4%
$221.86 - $362.89 $32.8K - $53.7K
1.15K $365M
IVE
Ishares S&P 500 Value ETF

ETFs
-278
- 1.43%
$168.34 - $195.42 $46.8K - $54.3K
19.1K $3.74B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-187
- 1.25%
$114.78 - $133.31 $21.5K - $24.9K
14.8K $1.97B
VEA
Vanguard Ftse Developed Market

ETFs
-1.88K
- 7.86%
$45.65 - $57.01 $85.7K - $107K
22K $1.25B
DFAU
Dimensional ETF Tr

ETFs
-250
- 1.91%
$34.04 - $42.36 $8.51K - $10.6K
12.8K $544M
ITA
Ishares Tr

ETFs
-67
- 3.63%
$135.31 - $188.64 $9.07K - $12.6K
1.78K $336M
JPM
Jpmorgan Chase & CO

Financial Services
-109
- 4.89%
$210.28 - $289.91 $22.9K - $31.6K
2.12K $615M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-151
- 1.25%
$72.96 - $90.39 $11K - $13.6K
11.9K $1.06B
VIG
Vanguard Dividend Appreciation

ETFs
-418
- 2.63%
N/A
15.5K $3.17B
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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