Axiom Advisory, LLC Purchases in Q3 2024

Axiom Advisory, LLC

  • $10.9 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IYR
Ishares Tr

ETFs
298
+ 2.02%
$86.93 - $103.61 $25.9K - $30.9K
15K $1.53M
HON
Honeywell International Inc

Industrials
1.15K
New
$196.73 - $220.21 $227K - $254K
1.15K $238K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.7K
+ 45.68%
$105.53 - $118.34 $180K - $202K
5.43K $635K
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
4.1K
New
$49.94 - $56.3 $205K - $231K
4.1K $230K
SPOT
Spotify Technology S.A.

Communication Services
60
+ 1.59%
$290.16 - $384.01 $17.4K - $23K
3.84K $1.42M
ECL
Ecolab Inc.

Basic Materials
896
New
$228.86 - $255.76 $205K - $229K
896 $228K
RBLX
Roblox Corp

Communication Services
5.12K
New
$36.18 - $47.64 $185K - $244K
5.12K $226K
SPMD
Spdr Portfolio

ETFs
4.08K
New
$50.29 - $54.92 $205K - $224K
4.08K $222K
MS
Morgan Stanley

Financial Services
2.11K
New
$92.07 - $106.96 $194K - $226K
2.11K $220K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
500
+ 1.59%
$75.63 - $84.89 $37.8K - $42.4K
32K $2.69M
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
418
+ 2.16%
$82.38 - $93.84 $34.4K - $39.2K
19.8K $1.83M
VB
Vanguard Small Cap ETF

ETFs
172
+ 2.03%
$214.77 - $237.72 $36.9K - $40.9K
8.64K $2.05M
IVV
Ishares Core S&P 500 ETF

ETFs
74
+ 1.41%
$520.18 - $576.82 $38.5K - $42.7K
5.31K $3.06M
DFAS
Dimensional ETF Tr U S Small C

ETFs
604
+ 1.82%
$59.25 - $65.33 $35.8K - $39.5K
33.7K $2.19M
JPM
Jpmorgan Chase & CO

Financial Services
443
+ 3.83%
$194.9 - $224.8 $86.3K - $99.6K
12K $2.53M
ILMN
Illumina, Inc.

Healthcare
204
+ 3.23%
$105.28 - $135.9 $21.5K - $27.7K
6.53K $851K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
435
+ 1.79%
$90.87 - $102.43 $39.5K - $44.6K
24.7K $2.44M
IXJ
Ishares Global Healthcare ETF

ETFs
524
+ 2.0%
$91.63 - $101.25 $48K - $53.1K
26.8K $2.63M
HRB
H&R Block Inc

Consumer Cyclical
282
+ 1.59%
$52.99 - $66.6 $14.9K - $18.8K
18K $1.15M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
529
+ 1.59%
$65.06 - $71.72 $34.4K - $37.9K
33.9K $2.41M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
606
+ 2.66%
$60.13 - $68.17 $36.4K - $41.3K
23.4K $1.58M
OEF
Ishares S&P 100 ETF

ETFs
463
+ 1.79%
$266.03 - $266.03 $123K - $123K
26.3K $7M
SHOP
Shopify Inc.

Technology
170
+ 1.59%
$52.26 - $80.75 $8.88K - $13.7K
10.9K $871K
SBUX
Starbucks Corp

Consumer Cyclical
150
+ 2.02%
$72.51 - $98.6 $10.9K - $14.8K
7.57K $738K
HAS
Hasbro, Inc.

Consumer Cyclical
170
+ 1.59%
$56.54 - $72.32 $9.61K - $12.3K
10.9K $786K
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
483
+ 1.75%
$169.73 - $204.18 $82K - $98.6K
28.2K $5.56M
PNC
Pnc Financial Services Group, Inc.

Financial Services
298
+ 8.73%
$156.14 - $187.2 $46.5K - $55.8K
3.71K $686K
PEP
Pepsico Inc

Consumer Defensive
345
+ 1.85%
$161.9 - $179.3 $55.9K - $61.9K
18.9K $3.22M
V
Visa Inc.

Financial Services
406
+ 12.78%
$253.74 - $291.56 $103K - $118K
3.58K $985K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
85
+ 1.43%
$256.4 - $289.78 $21.8K - $24.6K
6.02K $1.71M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
550
+ 1.59%
$114.52 - $127.8 $63K - $70.3K
35.2K $4.42M
GE
General Electric CO

Industrials
115
+ 2.8%
$156.66 - $189.66 $18K - $21.8K
4.22K $796K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
563
+ 1.95%
$59.93 - $66.52 $33.7K - $37.5K
29.5K $1.96M
AMGN
Amgen Inc

Healthcare
227
+ 3.21%
$309.38 - $337.38 $70.2K - $76.6K
7.3K $2.35M
COST
Costco Wholesale Corp

Consumer Defensive
123
+ 14.7%
$801.83 - $917.05 $98.6K - $113K
960 $851K
ZM
Zoom Video Communications, Inc.

Technology
183
+ 1.59%
$55.32 - $71.9 $10.1K - $13.2K
11.7K $817K
MMM
3 M CO

Industrials
133
+ 3.93%
$99.69 - $139.42 $13.3K - $18.5K
3.52K $481K
OKE
Oneok Inc

Energy
298
+ 2.72%
$78.62 - $95.27 $23.4K - $28.4K
11.3K $1.03M
CRM
Salesforce, Inc.

Technology
96
+ 1.55%
$238.42 - $276.53 $22.9K - $26.5K
6.27K $1.72M
ITA
Ishares Tr

ETFs
102
+ 1.59%
$131.58 - $149.64 $13.4K - $15.3K
6.53K $976K
EEM
Ishares Msci Emerging Markets

ETFs
500
+ 1.59%
$40.42 - $46.7 $20.2K - $23.4K
32K $1.47M
EMQQ
Emqq Emerging Markets Internet

ETFs
300
+ 1.59%
$31.65 - $39.64 $9.5K - $11.9K
19.2K $752K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
454
+ 1.93%
$57.32 - $62.65 $26K - $28.4K
24K $1.5M
BAR
Granite Shares Gold Trust

ETFs
542
+ 1.59%
$23.01 - $26.37 $12.5K - $14.3K
34.7K $900K
SCHG
Schwab Strategic Tr Us Large C

ETFs
407
+ 1.96%
$92.63 - $105.69 $37.7K - $43K
21.1K $2.2M
JETS
ETF Ser Solutions U S Global J

ETFs
1.25K
+ 1.59%
$16.76 - $20.84 $20.9K - $26K
79.9K $1.65M
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
456
+ 1.59%
$52.27 - $60.45 $23.8K - $27.6K
29.2K $1.73M
SCHA
Schwab Strategic Tr Us Small C

ETFs
407
+ 1.97%
$46.9 - $51.96 $19.1K - $21.1K
21.1K $1.08M
WY
Weyerhaeuser CO

Real Estate
257
+ 1.59%
$27.05 - $33.84 $6.95K - $8.7K
16.4K $556K
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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