Axiom Advisory, LLC Incresed Positions in Q3 2024

Axiom Advisory, LLC

  • $10.9 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
271
+ 1.59%
$50.52 - $50.95 $13.7K - $13.8K
17.3K $882K
ET
Energy Transfer LP

Energy
1.25K
+ 3.65%
$15.43 - $16.44 $19.3K - $20.5K
35.5K $569K
LMND
Lemonade, Inc.

Financial Services
850
+ 1.59%
$15.02 - $23.42 $12.8K - $19.9K
54.4K $897K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
68
+ 2.17%
$98.99 - $101.51 $6.73K - $6.9K
3.2K $324K
KSS
Kohls Corp

Consumer Cyclical
1.68K
+ 13.05%
$18.62 - $22.79 $31.3K - $38.3K
14.6K $306K
OC
Owens Corning

Industrials
19
+ 1.25%
$154.02 - $186.38 $2.93K - $3.54K
1.54K $270K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
165
+ 1.59%
$85.84 - $85.84 $14.2K - $14.2K
10.6K $906K
PAA
Plains All American Pipeline LP

Energy
750
+ 5.15%
$17.0 - $19.03 $12.8K - $14.3K
15.3K $265K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
336
+ 1.59%
$20.69 - $21.17 $6.95K - $7.11K
21.5K $451K
PATH
Ui Path, Inc.

Technology
266
+ 1.59%
$10.75 - $13.24 $2.86K - $3.52K
17K $217K
GBDC
Golub Capital Bdc, Inc.

Financial Services
1.99K
+ 4.1%
$14.36 - $16.0 $28.6K - $31.9K
50.6K $764K
Veralto Corp
179
+ 2.91%
N/A
6.34K $0
Global X Fds
668
+ 3.88%
N/A
17.9K $0
BFOR
Alps ETF Tr Barrons 400 ETF
155
+ 1.59%
N/A
9.92K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
740
+ 1.59%
N/A
47.4K $0
Rlj Lodging Tr
34.3K
+ 107.16%
N/A
66.3K $0
RBLD
First Tr Exchange Traded Fd Ii
109
+ 2.65%
N/A
4.22K $0
Ishares Bitcoin Trust ETF
337K
+ 536.38%
N/A
400K $0
Linde PLC
383
+ 2.33%
N/A
16.8K $0
HTGC
Hercules Capital, Inc.

Financial Services
2.57K
+ 3.75%
$17.71 - $21.67 $45.4K - $55.6K
71K $1.4M
IXC
Ishares Tr Global Energy ETF

ETFs
200
+ 1.59%
$38.94 - $42.35 $7.79K - $8.47K
12.8K $518K
FENY
Fidelity Covington Tr Msci Ene

ETFs
463
+ 2.42%
$23.09 - $25.75 $10.7K - $11.9K
19.6K $471K
CRL
Charles River Laboratories International, Inc.

Healthcare
27
+ 1.59%
$187.96 - $245.29 $5.07K - $6.62K
1.73K $340K
TDOC
Teladoc Health, Inc.

Healthcare
459
+ 1.59%
$6.79 - $10.09 $3.12K - $4.63K
29.4K $269K
GEL
Genesis Energy LP

Energy
794
+ 2.78%
$12.75 - $14.82 $10.1K - $11.8K
29.4K $392K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
811
+ 1.62%
$12.67 - $14.36 $10.3K - $11.6K
50.8K $682K
GME
Game Stop Corp.

Consumer Cyclical
274
+ 1.59%
$19.5 - $28.54 $5.34K - $7.82K
17.5K $402K
AVGO
Broadcom Inc.

Technology
2.98K
+ 787.3%
$136.27 - $1745.86 $406K - $5.2M
3.35K $578K
DIS
Walt Disney CO

Communication Services
966
+ 2.47%
$85.6 - $98.61 $82.7K - $95.3K
40K $3.85M
WFC
Wells Fargo & Company

Financial Services
274
+ 1.59%
$51.58 - $60.97 $14.1K - $16.7K
17.5K $990K
COIN
Coinbase Global, Inc.

Technology
17
+ 1.59%
$147.09 - $265.15 $2.5K - $4.51K
1.09K $193K
IPGP
Ipg Photonics Corp

Technology
101
+ 1.59%
$62.31 - $90.65 $6.29K - $9.16K
6.46K $480K
LRCX
Lam Research Corp

Technology
168
+ 17.07%
$731.56 - $1127.3 $123K - $189K
1.15K $940K
ELV
Elevance Health, Inc.

Healthcare
125
+ 1.59%
$500.12 - $562.29 $62.5K - $70.3K
8K $4.16M
MRK
Merck & Co., Inc.

Healthcare
876
+ 3.98%
$111.15 - $128.97 $97.4K - $113K
22.9K $2.6M
MU
Micron Technology Inc

Technology
78
+ 1.59%
$86.27 - $136.82 $6.73K - $10.7K
4.99K $517K
HUM
Humana Inc

Healthcare
57
+ 1.59%
$310.25 - $404.52 $17.7K - $23.1K
3.65K $1.16M
TREX
Trex CO Inc

Industrials
512
+ 1.59%
$59.17 - $85.82 $30.3K - $43.9K
32.8K $2.18M
FDX
Fedex Corp

Industrials
198
+ 1.59%
$254.64 - $313.52 $50.4K - $62.1K
12.7K $3.47M
MRNA
Moderna, Inc.

Healthcare
198
+ 1.59%
$63.64 - $125.14 $12.6K - $24.8K
12.7K $846K
CVX
Chevron Corp

Energy
5.75K
+ 2.78%
$137.88 - $161.97 $792K - $931K
212K $31.3M
ABNB
Airbnb, Inc.

Consumer Cyclical
1.77K
+ 1.59%
$113.01 - $154.34 $200K - $273K
113K $14.4M
GOOG
Alphabet Inc.

Communication Services
18.1K
+ 1.36%
$149.54 - $192.66 $2.71M - $3.5M
1.35M $226M
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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