Axiom Advisory, LLC Purchases in Q3 2024

Axiom Advisory, LLC

  • $10.9 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ABBV
Abb Vie Inc.

Healthcare
522
+ 2.27%
$163.84 - $199.33 $85.5K - $104K
23.6K $4.65M
DHR
Danaher Corp

Healthcare
621
+ 3.33%
$239.25 - $280.76 $149K - $174K
19.3K $5.36M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
2.36K
+ 1.86%
$81.1 - $89.18 $191K - $210K
130K $11.4M
ORCL
Oracle Corp

Technology
331
+ 1.59%
$125.9 - $170.35 $41.7K - $56.4K
21.2K $3.61M
SPLB
Spdr Portfolio Long Term Corpo

ETFs
22.2K
+ 28.39%
$22.25 - $24.44 $494K - $543K
100K $2.43M
AFL
Aflac Inc

Financial Services
428
+ 1.59%
$88.52 - $111.8 $37.9K - $47.9K
27.4K $3.06M
RDFN
Redfin Corp

Real Estate
32.5K
+ 106.45%
$5.64 - $14.45 $184K - $470K
63.1K $790K
VEU
Vanguard Ftse All World Ex Us

ETFs
2.44K
+ 2.38%
$56.47 - $63.69 $138K - $155K
105K $6.61M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
8.97K
+ 1423.81%
$49.83 - $62.75 $447K - $563K
9.6K $553K
EMB
Ishares Tr

ETFs
4.61K
+ 28.74%
$87.75 - $93.74 $405K - $433K
20.7K $1.93M
VONG
Vanguard Russell 1000 Growth E

ETFs
4.9K
New
$85.48 - $98.39 $419K - $482K
4.9K $472K
ROKU
Roku, Inc

Communication Services
5.27K
+ 103.17%
$51.67 - $77.48 $272K - $408K
10.4K $774K
PM
Philip Morris International Inc.

Consumer Defensive
832
+ 4.59%
$101.25 - $127.45 $84.2K - $106K
18.9K $2.3M
IYW
Ishares Dj Us Tech ETF

ETFs
2.1K
+ 1.66%
$133.16 - $158.73 $280K - $334K
129K $19.6M
UAL
United Airlines Holdings, Inc.

Industrials
7.68K
New
$37.88 - $58.85 $291K - $452K
7.68K $438K
SCI
Service Corp International

Consumer Cyclical
5.5K
New
$69.55 - $80.63 $383K - $444K
5.5K $434K
XOM
Exxon Mobil Corp

Energy
2.49K
+ 3.9%
$109.72 - $119.0 $273K - $296K
66.3K $7.77M
SHEL
Shell PLC

Energy
7.08K
+ 88.12%
$65.65 - $73.28 $464K - $518K
15.1K $996K
DNP
Dnp Select Income Fund Inc

Financial Services
3.35K
+ 1.59%
$8.21 - $10.03 $27.5K - $33.6K
214K $2.15M
IWP
Ishares Russell Mid Cap Growth

ETFs
763
+ 1.62%
$103.87 - $117.59 $79.3K - $89.7K
47.8K $5.61M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
755
+ 1.59%
$100.75 - $111.62 $76.1K - $84.3K
48.3K $5.28M
KO
Coca Cola CO

Consumer Defensive
694
+ 1.66%
$62.69 - $73.01 $43.5K - $50.7K
42.4K $3.05M
SPSB
Spdr Portfolio Short Term Corp

ETFs
13K
New
$29.58 - $30.31 $384K - $394K
13K $393K
JNJ
Johnson & Johnson

Healthcare
473
+ 2.41%
$145.48 - $167.38 $68.8K - $79.2K
20.1K $3.26M
KEY
Keycorp

Financial Services
3.69K
+ 3.17%
$13.95 - $17.34 $51.5K - $64K
120K $2.02M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
4.4K
+ 66.61%
$67.43 - $74.23 $297K - $327K
11K $801K
MCHI
Ishares Msci China ETF

ETFs
571
+ 1.59%
$40.43 - $50.98 $23.1K - $29.1K
36.5K $1.86M
LLY
Eli Lilly & CO

Healthcare
384
New
$772.14 - $960.02 $297K - $369K
384 $340K
BK
Bank Of New York Mellon Corp

Financial Services
400
+ 1.59%
$59.54 - $72.17 $23.8K - $28.9K
25.6K $1.84M
CLX
Clorox CO

Consumer Defensive
177
+ 1.59%
$131.73 - $166.97 $23.3K - $29.6K
11.3K $1.85M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
4.3K
+ 29.79%
$55.51 - $61.51 $239K - $264K
18.7K $1.14M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
6.07K
+ 33.21%
$36.02 - $41.68 $219K - $253K
24.4K $1.01M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
960
+ 1.27%
$39.47 - $49.4 $37.9K - $47.4K
76.6K $3.64M
T
At&T Inc.

Communication Services
2.04K
+ 2.3%
$18.21 - $22.28 $37.1K - $45.4K
90.7K $2M
ABT
Abbott Laboratories

Healthcare
464
+ 1.9%
$100.07 - $118.13 $46.4K - $54.8K
24.9K $2.84M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
1.09K
New
$233.81 - $287.01 $254K - $312K
1.09K $299K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
2K
+ 2.54%
$36.98 - $41.55 $73.8K - $83K
80.5K $3.31M
AX
Axos Financial, Inc.

Financial Services
676
+ 1.59%
$56.59 - $77.61 $38.3K - $52.5K
43.3K $2.72M
SDG
Ishares Trust Ishares Msci Glo

ETFs
400
+ 1.59%
$74.95 - $85.33 $30K - $34.1K
25.6K $2.17M
AB
Alliancebernstein Holding L.P.

Financial Services
7.95K
New
$31.87 - $35.39 $253K - $281K
7.95K $277K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
990
+ 1.81%
$48.51 - $52.86 $48K - $52.3K
55.6K $2.94M
TTD
Trade Desk, Inc.

Technology
450
+ 2.38%
$83.08 - $110.79 $37.4K - $49.9K
19.4K $2.12M
STT
State Street Corp

Financial Services
260
+ 1.59%
$73.37 - $89.31 $19.1K - $23.2K
16.6K $1.47M
SPY
Spdr S&P 500 ETF Trust

ETFs
132
+ 2.15%
$517.38 - $573.86 $68.3K - $75.7K
6.27K $3.6M
CARR
Carrier Global Corp

Industrials
3.2K
New
$61.9 - $80.88 $198K - $259K
3.2K $257K
DFIV
Dimensional ETF Tr

ETFs
2.58K
+ 3.47%
$34.66 - $38.38 $89.2K - $98.8K
76.9K $2.93M
PPC
Pilgrims Pride Corp

Consumer Defensive
5.5K
New
$37.92 - $46.58 $209K - $256K
5.5K $253K
GS
Goldman Sachs Group Inc

Financial Services
79
+ 1.59%
$459.02 - $510.25 $36.3K - $40.3K
5.06K $2.5M
IEFA
Ishares Tr

ETFs
752
+ 2.14%
$70.09 - $78.74 $52.7K - $59.2K
35.8K $2.8M
Activity Summary
Buys All Purchases 262 New Holdings 18 Increased Positions 244 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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