Axos Invest Inc. Portfolio Holdings

Axos Invest Inc.

  • $146 Billion
  • Q3 2024

Axos Invest Inc. has filed its 13F form on November 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $146 Billion distributed in 24 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $59B, Vanguard Ftse Developed Market with a value of $27.5B, Vanguard Intermediate Term Tre with a value of $8.68B, Ishares Iboxx $ Investment Gra with a value of $8.59B, and Vanguard Ftse Emerging Mkts Et with a value of $7.03B.

Examining the 13F form we can see an increase of $146B in the current position value.

Axos Invest Inc. is based out at Las Vegas, NV

Below you can find more details about Axos Invest Inc. portfolio as well as his latest detailed transactions.

Portfolio value $146 Billion
ETFs: $146 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$59 Billion 40.37% of portfolio
208,393
Q3 2024 New
$0
$27.5 Billion 18.82% of portfolio
521,016
Q3 2024 New
$0
$8.68 Billion 5.94% of portfolio
143,622
Q3 2024 New
$0
$8.59 Billion 5.88% of portfolio
76,069
Q3 2024 New
$0
$7.03 Billion 4.81% of portfolio
146,827
Q3 2024 New
$0
$6.93 Billion 4.74% of portfolio
62,747
Q3 2024 New
$0
$6.26 Billion 4.28% of portfolio
152,161
Q3 2024 New
$0
$5.05 Billion 3.46% of portfolio
75,977
Q3 2024 New
$0
$3.65 Billion 2.5% of portfolio
45,959
Q3 2024 New
$0
$3.43 Billion 2.35% of portfolio
133,369
Q3 2024 New
$0
$2.71 Billion 1.86% of portfolio
27,853
Q3 2024 New
$0
$1.39 Billion 0.95% of portfolio
24,146
Q3 2024 New
$0
$1.25 Billion 0.85% of portfolio
14,911
Q3 2024 New
$0
$685 Million 0.47% of portfolio
7,174
Q3 2024 New
$0
$666 Million 0.46% of portfolio
1,136
Q3 2024 New
$0
$653 Million 0.45% of portfolio
6,409
Q3 2024 New
$0
$432 Million 0.3% of portfolio
5,170
Q3 2024 New
$0
$374 Million 0.26% of portfolio
652
Q3 2024 New
$0
$377 Million 0.26% of portfolio
1,591
Q3 2024 New
$0
$283 Million 0.19% of portfolio
1,336
Q3 2024 New
$0
$260 Million 0.18% of portfolio
8,099
Q3 2024 New
$0
$249 Million 0.17% of portfolio
945
Q3 2024 New
$0
$238 Million 0.16% of portfolio
16,212
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 24
  • Current Value $146 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 08, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 24 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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