Axim Planning & Wealth Incresed Positions in Q3 2024

Axim Planning & Wealth

Stock	Shares change	Price Range	Shares Held
HPF John Hancock Preferred Income Fund Ii Financial Services	51.7K + 14.05%	$16.15 - $18.66 $835K - $965K	420K $7.84M
NIO Nio Inc. Consumer Cyclical	66.3K + 471.92%	$3.67 - $6.68 $243K - $443K	80.4K $536K
QUAL Ishares Msci Usa Quality Facto ETFs	725 + 34.05%	$162.64 - $179.3 $118K - $130K	2.85K $511K
IVV Ishares Core S&P 500 ETF ETFs	134 + 28.76%	$520.18 - $576.82 $69.7K - $77.3K	600 $346K
IVW Ishares S&P 500 Growth ETF ETFs	587 + 18.65%	$84.77 - $97.13 $49.8K - $57K	3.73K $357K
PG Procter & Gamble CO Consumer Defensive	29 + 0.44%	$160.76 - $177.82 $4.66K - $5.16K	6.67K $1.15M
CAT Caterpillar Inc Industrials	16 + 2.0%	$316.8 - $391.12 $5.07K - $6.26K	816 $319K
AAPL Apple Inc. Technology	121 + 12.53%	$207.23 - $234.82 $25.1K - $28.4K	1.09K $253K
JPM Jpmorgan Chase & CO Financial Services	37 + 1.94%	$194.9 - $224.8 $7.21K - $8.32K	1.94K $409K
XOM Exxon Mobil Corp Energy	74 + 2.82%	$109.72 - $119.0 $8.12K - $8.81K	2.7K $316K
DYNF Blackrock ETF Tr U S Equity Fa ETFs	48 + 0.93%	$44.24 - $49.47 $2.12K - $2.37K	5.23K $258K
AMZN Amazon Com Inc Consumer Cyclical	87 + 7.27%	$161.02 - $200.0 $14K - $17.4K	1.28K $239K
GOOGL Alphabet Inc. Communication Services	120 + 10.74%	$148.65 - $191.18 $17.8K - $22.9K	1.24K $205K

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