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 Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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
Track This Portfolio

Track Axos Invest Inc. Portfolio

Follow Axos Invest Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Axos Invest Inc., based on Form 13F filings with the SEC.

News

Stay updated on Axos Invest Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email