Axiom Advisory, LLC Purchases in Q3 2024

Axiom Advisory, LLC

  • $10.9 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
NSC
Norfolk Southern Corp

Industrials
79
+ 3.55%
$213.75 - $259.69 $16.9K - $20.5K
2.3K $572K
TMO
Thermo Fisher Scientific Inc.

Healthcare
19
+ 1.59%
$531.86 - $624.21 $10.1K - $11.9K
1.22K $752K
ANET
Arista Networks, Inc.

Technology
36
+ 1.59%
$311.42 - $388.21 $11.2K - $14K
2.3K $884K
IMCB
Ishares Morningstar Mid Cap Et

ETFs
220
+ 1.86%
$68.79 - $76.02 $15.1K - $16.7K
12K $914K
MBB
Ishares Tr

ETFs
246
+ 1.59%
$90.85 - $96.66 $22.3K - $23.8K
15.7K $1.51M
MDLZ
Mondelez International, Inc.

Consumer Defensive
143
+ 1.59%
$64.35 - $75.71 $9.2K - $10.8K
9.15K $674K
WMT
Walmart Inc.

Consumer Defensive
95
+ 1.62%
$66.91 - $81.4 $6.36K - $7.73K
5.97K $482K
CHTR
Charter Communications, Inc.

Communication Services
44
+ 1.59%
$290.56 - $383.07 $12.8K - $16.9K
2.82K $912K
WMB
Williams Companies, Inc.

Energy
498
+ 2.57%
$41.24 - $46.22 $20.5K - $23K
19.9K $908K
IQLT
Ishares Msci Intl Quality Fact

ETFs
431
+ 1.59%
$37.37 - $41.82 $16.1K - $18K
27.6K $1.14M
LQD
Ishares Iboxx $ Investment Gra

ETFs
201
+ 2.19%
$106.11 - $113.72 $21.3K - $22.9K
9.36K $1.06M
DSI
Ishares Msci Kld 400 Social Et

ETFs
185
+ 1.73%
$97.81 - $108.79 $18.1K - $20.1K
10.9K $1.18M
CVS
Cvs Health Corp

Healthcare
258
+ 1.78%
$55.81 - $63.18 $14.4K - $16.3K
14.8K $927K
DD
Du Pont De Nemours, Inc.

Basic Materials
153
+ 2.31%
$77.22 - $89.49 $11.8K - $13.7K
6.78K $604K
YUM
Yum Brands Inc

Consumer Cyclical
116
+ 1.59%
$125.95 - $139.96 $14.6K - $16.2K
7.42K $1.04M
SPYG
Spdr Portfolio

ETFs
277
+ 1.77%
$73.38 - $84.1 $20.3K - $23.3K
15.9K $1.32M
WPP
Wpp PLC

Communication Services
167
+ 1.59%
$43.23 - $52.12 $7.22K - $8.7K
10.7K $546K
UNP
Union Pacific Corp

Industrials
66
+ 2.72%
$221.78 - $256.09 $14.6K - $16.9K
2.5K $614K
DOCU
Docusign, Inc.

Technology
107
+ 1.59%
$49.73 - $62.53 $5.32K - $6.69K
6.85K $425K
FTNT
Fortinet, Inc.

Technology
55
+ 1.59%
$55.39 - $77.55 $3.05K - $4.27K
3.52K $272K
CALM
Cal Maine Foods Inc

Consumer Defensive
128
+ 3.25%
$61.82 - $74.9 $7.91K - $9.59K
4.06K $303K
EZU
Ishares Inc Msci Eurozone ETF

ETFs
234
+ 1.59%
$46.96 - $52.8 $11K - $12.4K
15K $782K
IVE
Ishares S&P 500 Value ETF

ETFs
61
+ 1.83%
$181.06 - $197.17 $11K - $12K
3.39K $668K
LOW
Lowes Companies Inc

Consumer Cyclical
28
+ 2.64%
$213.3 - $270.78 $5.97K - $7.58K
1.09K $294K
FTV
Fortive Corp

Technology
157
+ 1.59%
$67.01 - $79.2 $10.5K - $12.4K
10K $792K
EFA
Ishares Tr Msci Eafe ETF

ETFs
228
+ 3.03%
$75.32 - $84.37 $17.2K - $19.2K
7.74K $647K
IWS
Ishares Russell Midcap Value E

ETFs
58
+ 1.41%
$119.52 - $132.25 $6.93K - $7.67K
4.16K $550K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
319
+ 20.75%
$211.47 - $281.27 $67.5K - $89.7K
1.86K $455K
AAON
Aaon, Inc.

Industrials
14
+ 0.55%
$83.58 - $107.82 $1.17K - $1.51K
2.56K $276K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
1.97K
+ 4.67%
$16.42 - $18.12 $32.3K - $35.6K
44K $794K
IWF
Ishares Russell 1000 Gr ETF

ETFs
38
+ 1.16%
$332.02 - $382.76 $12.6K - $14.5K
3.33K $1.25M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
152
+ 1.89%
$152.9 - $180.39 $23.2K - $27.4K
8.19K $1.43M
IEMG
Ishares Inc

ETFs
853
+ 2.06%
$53.64 - $53.64 $45.8K - $45.8K
42.2K $2.26M
NEE
Nextera Energy Inc

Utilities
96
+ 3.23%
$69.9 - $84.97 $6.71K - $8.16K
3.07K $259K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
268
+ 1.59%
$56.04 - $62.99 $15K - $16.9K
17.2K $1.05M
DOW
Dow Inc.

Basic Materials
380
+ 2.25%
$50.15 - $55.41 $19.1K - $21.1K
17.2K $941K
ARCC
Ares Capital Corp

Financial Services
1.9K
+ 3.97%
$19.8 - $21.28 $37.7K - $40.5K
49.9K $1.04M
MA
Mastercard Inc

Financial Services
1
+ 0.12%
$429.6 - $500.99 $430 - $501
832 $410K
NKE
Nike, Inc.

Consumer Cyclical
89
+ 3.19%
$71.09 - $89.44 $6.33K - $7.96K
2.88K $254K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
140
+ 2.3%
$114.73 - $120.23 $16.1K - $16.8K
6.23K $744K
TIP
Ishares Tr Tips Bd ETF

ETFs
174
+ 2.96%
$105.92 - $110.83 $18.4K - $19.3K
6.06K $668K
SCCO
Southern Copper Corp

Basic Materials
129
+ 4.03%
$94.1 - $120.43 $12.1K - $15.5K
3.33K $384K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
65
+ 0.82%
$96.25 - $101.98 $6.26K - $6.63K
8K $810K
JMBS
Janus Detroit Str Tr Henderson

ETFs
225
+ 1.59%
$44.13 - $47.01 $9.93K - $10.6K
14.4K $671K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
475
+ 3.14%
$23.58 - $25.5 $11.2K - $12.1K
15.6K $396K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
200
+ 1.59%
$81.31 - $83.29 $16.3K - $16.7K
12.8K $1.06M
IVOL
Kraneshares Tr Quadratic Int R

ETFs
494
+ 1.59%
$18.55 - $19.57 $9.16K - $9.67K
31.6K $608K
FDRR
Fidelity Covington Tr Divid Et

ETFs
154
+ 2.15%
$46.51 - $51.5 $7.16K - $7.93K
7.3K $376K
IWN
Ishares Russell2000 Val ETF

ETFs
17
+ 0.86%
$150.05 - $171.34 $2.55K - $2.91K
1.99K $331K
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
Track This Portfolio

Track Axiom Advisory, LLC Portfolio

Follow Axiom Advisory, LLC 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 Axiom Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Axiom Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email