Axim Planning & Wealth Purchases in Q3 2024

Axim Planning & Wealth

  • $88.8 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
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
TSLA
Tesla, Inc.

Consumer Cyclical
1.31K
New
$191.76 - $263.26 $251K - $345K
1.31K $343K
QQQ
Invesco Qqq Trust, Series 1

ETFs
512
New
$434.77 - $502.96 $223K - $258K
512 $249K
MO
Altria Group, Inc.

Consumer Defensive
4.2K
New
$45.95 - $54.71 $193K - $230K
4.2K $214K
EFG
Msci Eafe Growth ETF

ETFs
1.94K
New
$96.84 - $108.77 $188K - $211K
1.94K $209K
EFV
Msci Eafe Value ETF

ETFs
3.64K
New
$51.72 - $57.96 $188K - $211K
3.64K $209K
IVE
Ishares S&P 500 Value ETF

ETFs
1.03K
New
$181.06 - $197.17 $186K - $202K
1.03K $202K
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
LCID
Lucid Group, Inc.

Consumer Cyclical
13.5K
New
$2.64 - $4.26 $35.6K - $57.5K
13.5K $47K
JPM
Jpmorgan Chase & CO

Financial Services
37
+ 1.94%
$194.9 - $224.8 $7.21K - $8.32K
1.94K $409K
TDUP
Thred Up Inc.

Consumer Cyclical
25K
New
$0.62 - $2.1 $15.5K - $52.5K
25K $21K
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
Activity Summary
Buys All Purchases 22 New Holdings 9 Increased Positions 13 Sells All Sells 6 Reductions 6 Sold out 0 Options Calls 0 Puts 0
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