Axiom Financial Strategies, LLC Closed Holding Positions

Axiom Financial Strategies, LLC

  • $154 Million
  • Q2 2024
Stock Closed Quarter Shares Sold Price Range Trade History
JNJ
Johnson & Johnson

Healthcare
Q1 2023 Filed on May 18, 2023
1,175
$151.05 - $180.26 $177K - $212K
WSBC
Wesbanco Inc

Financial Services
Q1 2023 Filed on May 18, 2023
27,027
$30.41 - $38.48 $822K - $1.04M
INTC
Intel Corp

Technology
Q2 2022 Filed on Aug 10, 2022
5,944
$36.97 - $49.2 $220K - $292K
TXN
Texas Instruments Inc

Technology
Q2 2022 Filed on Aug 10, 2022
1,225
$150.2 - $182.71 $184K - $224K
NSC
Norfolk Southern Corp

Industrials
Q2 2022 Filed on Aug 10, 2022
852
$221.47 - $269.82 $189K - $230K
BK
Bank Of New York Mellon Corp

Financial Services
Q1 2022 Filed on May 02, 2022
4,381
$49.63 - $63.66 $217K - $279K
CSCO
Cisco Systems, Inc.

Technology
Q1 2022 Filed on May 02, 2022
3,771
$53.18 - $63.16 $201K - $238K
PFE
Pfizer Inc

Healthcare
Q1 2022 Filed on May 02, 2022
5,082
$45.75 - $56.69 $233K - $288K
VTI
Vanguard Total Stock Market Et

ETFs
Q1 2022 Filed on May 02, 2022
892
$209.9 - $242.97 $187K - $217K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
Q1 2022 Filed on May 02, 2022
116,429
$14.12 - $19.06 $1.64M - $2.22M
HD
Home Depot, Inc.

Consumer Cyclical
Q1 2022 Filed on May 02, 2022
584
$299.33 - $412.84 $175K - $241K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
Q1 2022 Filed on May 02, 2022
117,062
$81.03 - $87.06 $9.49M - $10.2M
CMCSA
Comcast Corp

Communication Services
Q1 2022 Filed on May 02, 2022
4,389
$44.97 - $51.68 $197K - $227K
AXP
American Express CO

Financial Services
Q4 2021 Filed on Feb 04, 2022
1,898
$150.06 - $187.08 $285K - $355K
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
Q4 2021 Filed on Feb 04, 2022
149,185
$19.31 - $21.84 $2.88M - $3.26M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q3 2021 Filed on Nov 03, 2021
1,036
$145.08 - $221.87 $150K - $230K
AN
Autonation, Inc.

Consumer Cyclical
Q1 2021 Filed on May 13, 2021
9,900
$68.09 - $94.81 $674K - $939K
SYBT
Stock Yards Bancorp, Inc.

Financial Services
Q1 2021 Filed on May 13, 2021
7,944
$40.38 - $55.05 $321K - $437K
CL
Colgate Palmolive CO

Consumer Defensive
Q1 2021 Filed on May 13, 2021
3,400
$74.44 - $84.52 $253K - $287K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
Q1 2021 Filed on May 13, 2021
2,155
$339.03 - $365.24 $731K - $787K
RTX
Raytheon Technologies Corp

Industrials
Q1 2021 Filed on May 13, 2021
3,848
$65.5 - $79.57 $252K - $306K
MET
Metlife Inc

Financial Services
Q1 2021 Filed on May 13, 2021
5,675
$46.08 - $61.76 $262K - $350K
AZTA
Azenta, Inc.

Healthcare
Q1 2021 Filed on May 13, 2021
5,000
$66.32 - $90.93 $332K - $455K
KGC
Kinross Gold Corp

Basic Materials
Q1 2021 Filed on May 13, 2021
15,000
$6.19 - $8.01 $92.9K - $120K
PBRA
Petroleo Bras Ads (Ea Reptg 2
Q1 2021 Filed on May 13, 2021
10,000
N/A
SPY
Spdr S&P 500 ETF Trust

ETFs
Q2 2020 Filed on Nov 23, 2020
1,234
$246.15 - $323.2 $304K - $399K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
Q2 2020 Filed on Nov 23, 2020
2,031
$114.73 - $118.21 $233K - $240K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
Q2 2020 Filed on Nov 23, 2020
1,300
$243.09 - $355.21 $316K - $462K
Track This Portfolio

Track Axiom Financial Strategies, LLC Portfolio

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

News

Stay updated on Axiom Financial Strategies, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email