Axos Invest Inc. Portfolio Holdings

Axos Invest Inc.

  • $137 Billion
  • Q4 2024

Axos Invest Inc. has filed its 13F form on January 28, 2025 for Q4 2024 where it was disclosed a total value porftolio of $137 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 $56.7B, Vanguard Ftse Developed Market with a value of $27.5B, Vanguard Intermediate Term Tre with a value of $8.28B, Ishares Iboxx $ Investment Gra with a value of $8.15B, and Ishares Tr Tips Bd ETF with a value of $6.59B.

Examining the 13F form we can see an decrease of $8.82B in the current position value, from $146B to 137B.

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 $137 Billion
ETFs: $137 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$56.7 Billion 41.29% of portfolio
195,693
Q4 2024 Reduced 6.09%
$0
$27.5 Billion 20.03% of portfolio
575,309
Q4 2024 Added 10.42%
$0
$8.28 Billion 6.03% of portfolio
142,766
Q4 2024 Reduced 0.6%
$0
$8.15 Billion 5.93% of portfolio
76,286
Q4 2024 Added 0.29%
$0
$6.59 Billion 4.8% of portfolio
61,829
Q4 2024 Reduced 1.46%
$0
$6.39 Billion 4.65% of portfolio
144,990
Q4 2024 Reduced 1.25%
$0
$3.97 Billion 2.89% of portfolio
214,603
Q4 2024 Added 41.04%
$0
$3.65 Billion 2.66% of portfolio
160,661
Q4 2024 Added 111.46%
$0
$3.51 Billion 2.56% of portfolio
44,985
Q4 2024 Reduced 2.12%
$0
$3.34 Billion 2.43% of portfolio
132,165
Q4 2024 Reduced 0.9%
$0
$2.54 Billion 1.85% of portfolio
28,540
Q4 2024 Added 2.47%
$0
$1.18 Billion 0.86% of portfolio
22,541
Q4 2024 Reduced 6.65%
$0
$1.15 Billion 0.83% of portfolio
14,279
Q4 2024 Reduced 4.24%
$0
$665 Million 0.48% of portfolio
1,070
Q4 2024 Reduced 5.81%
$0
$610 Million 0.44% of portfolio
6,506
Q4 2024 Reduced 9.31%
$0
$558 Million 0.41% of portfolio
5,993
Q4 2024 Reduced 6.49%
$0
$386 Million 0.28% of portfolio
1,607
Q4 2024 Added 1.01%
$0
$370 Million 0.27% of portfolio
4,890
Q4 2024 Reduced 5.42%
$0
$340 Million 0.25% of portfolio
581
Q4 2024 Reduced 10.89%
$0
$300 Million 0.22% of portfolio
1,235
Q4 2024 Reduced 7.56%
$0
$293 Million 0.21% of portfolio
1,087
Q4 2024 Added 15.03%
$0
$245 Million 0.18% of portfolio
7,665
Q4 2024 Reduced 5.36%
$0
$185 Million 0.13% of portfolio
16,235
Q4 2024 Added 0.14%

Summary

  • Portfolio
  • No. of Stocks 24
  • Current Value $137 Billion
  • Prior Value $146 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 28, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 0 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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