Axim Planning & Wealth Portfolio Holdings by Sector
Axim Planning & Wealth
- $88.8 Million
- Q3 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Aerospace & Defense | Industrials
EH 1 stocks |
$65,067
73.29% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
HPF 1 stocks |
$7,837
8.83% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
CCL 1 stocks |
$4,755
5.36% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
ETFs | ETFs
QUAL ACIO IVW BOND IVV ADME DYNF QQQ 11 stocks |
$3,379
3.81% of portfolio
|
8
|
- |
4
|
- |
0
Calls
0
Puts
|
|
$1,154
1.3% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$1,100
1.24% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
NIO TSLA LCID 3 stocks |
$926
1.04% of portfolio
|
3
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
USB LCNB 2 stocks |
$878
0.99% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM MO 2 stocks |
$708
0.8% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META GOOGL 2 stocks |
$431
0.49% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$409
0.46% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
SBUX 1 stocks |
$325
0.37% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
MDLZ 1 stocks |
$321
0.36% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT 1 stocks |
$319
0.36% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$316
0.36% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN TDUP 2 stocks |
$260
0.29% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
SOFI 1 stocks |
$258
0.29% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$253
0.28% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Auto Parts | Consumer Cyclical
QS 1 stocks |
$89
0.1% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|