Axis Wealth Partners, LLC Purchases in Q3 2025

Axis Wealth Partners, LLC

  • $171 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IJT
Ishares S&P Small Cap 600 Grow

ETFs
829
+ 31.18%
$131.47 - $143.64 $109K - $119K
3.49K $494M
DFAS
Dimensional ETF Tr U S Small C

ETFs
840
+ 4.86%
$63.41 - $69.69 $53.3K - $58.5K
18.1K $1.24B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.09K
+ 5.14%
$97.75 - $100.75 $106K - $109K
22.2K $2.22B
Fidelity Covington Trust
2.92K
+ 22.38%
N/A
16K $564M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
47
+ 0.32%
$132.9 - $142.03 $6.25K - $6.68K
14.8K $2.09B
PLTR
Palantir Technologies Inc.

Technology
71
+ 3.08%
$130.68 - $186.97 $9.28K - $13.3K
2.38K $434M
EFV
Msci Eafe Value ETF

ETFs
362
+ 1.75%
$62.79 - $68.42 $22.7K - $24.8K
21K $1.42B
LVHI
Franklin International Low Vol

ETFs
1.84K
+ 8.46%
$32.69 - $35.19 $60.3K - $64.9K
23.6K $821M
MSFT
Microsoft Corp

Technology
138
+ 6.97%
$491.09 - $535.64 $67.8K - $73.9K
2.12K $1.1B
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.86K
+ 14.18%
$55.61 - $57.37 $104K - $107K
15K $857M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2
+ 0.1%
$546.99 - $602.2 $1.09K - $1.2K
1.95K $1.17B
MO
Altria Group, Inc.

Consumer Defensive
14
+ 0.12%
$57.75 - $67.68 $809 - $948
11.3K $749M
EFG
Msci Eafe Growth ETF

ETFs
476
+ 2.94%
$106.99 - $114.46 $50.9K - $54.5K
16.6K $1.9B
JPIE
J P Morgan Exchange Traded Fd
1.78K
+ 13.1%
$46.01 - $46.55 $81.7K - $82.7K
15.3K $712M
JPM
Jpmorgan Chase & CO

Financial Services
87
+ 4.1%
$282.78 - $316.06 $24.6K - $27.5K
2.21K $697M
J P Morgan Exchange Traded F
977
+ 13.06%
N/A
8.46K $550M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
136
+ 0.72%
$42.26 - $47.16 $5.75K - $6.41K
19.1K $886M
VTC
Vanguard Scottsdale Fds Total

ETFs
875
+ 11.51%
$76.18 - $78.81 $66.7K - $69K
8.48K $664M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
500
+ 13.97%
$98.53 - $107.1 $49.3K - $53.6K
4.08K $428M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
57
+ 5.25%
$224.68 - $282.71 $12.8K - $16.1K
1.14K $319M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
825
+ 5.47%
$78.96 - $80.04 $65.1K - $66K
15.9K $1.27B
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
1.72K
+ 4.68%
$28.95 - $29.73 $49.7K - $51K
38.4K $1.14B
UNH
Unitedhealth Group Inc

Healthcare
28
+ 1.75%
$237.77 - $353.61 $6.66K - $9.9K
1.63K $563M
DFAU
Dimensional ETF Tr

ETFs
393
+ 3.06%
$42.42 - $45.96 $16.7K - $18.1K
13.2K $606M
CAT
Caterpillar Inc

Industrials
11
+ 2.06%
$390.92 - $477.15 $4.3K - $5.25K
545 $260M
VGIT
Vanguard Intermediate Term Tre

ETFs
823
+ 7.78%
$58.97 - $60.36 $48.5K - $49.7K
11.4K $685M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
649
+ 10.78%
$53.93 - $57.58 $35K - $37.4K
6.67K $377M
BND
Vanguard Bd Index Fd Inc Total

ETFs
603
+ 10.06%
$72.57 - $74.72 $43.8K - $45.1K
6.6K $491M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
482
+ 2.46%
$31.79 - $33.42 $15.3K - $16.1K
20.1K $670M
AMZN
Amazon Com Inc

Consumer Cyclical
209
+ 2.74%
$211.65 - $238.24 $44.2K - $49.8K
7.85K $1.72B
META
Meta Platforms, Inc.

Communication Services
67
+ 9.64%
$695.21 - $791.73 $46.6K - $53K
762 $560M
IWM
Ishares Russell 2000 ETF

ETFs
63
+ 5.52%
$214.92 - $244.84 $13.5K - $15.4K
1.21K $292M
ITA
Ishares Tr

ETFs
29
+ 1.63%
$184.73 - $209.26 $5.36K - $6.07K
1.81K $378M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
1
+ 0.02%
$121.46 - $130.92 $121 - $131
4.73K $616M
XOM
Exxon Mobil Corp

Energy
137
+ 2.71%
$105.83 - $117.22 $14.5K - $16.1K
5.19K $586M
OMFL
Invesco Exchange Traded Self I

ETFs
271
+ 2.9%
$57.41 - $60.45 $15.6K - $16.4K
9.61K $579M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
56
+ 8.75%
$459.11 - $506.91 $25.7K - $28.4K
696 $350M
VBK
Vanguard Small Cap Growth ETF

ETFs
2
+ 0.11%
$276.51 - $305.12 $553 - $610
1.78K $529M
IVV
Ishares Core S&P 500 ETF

ETFs
1
+ 0.13%
$620.67 - $670.08 $621 - $670
754 $505M
JCPB
J P Morgan Exchange Traded Fd

ETFs
601
+ 4.45%
$46.37 - $47.77 $27.9K - $28.7K
14.1K $670M
VTV
Vanguard Value ETF

ETFs
21
+ 0.7%
$175.51 - $186.57 $3.69K - $3.92K
3.04K $567M
WFC
Wells Fargo & Company

Financial Services
84
+ 1.28%
$77.05 - $85.16 $6.47K - $7.15K
6.64K $556M
QCOM
Qualcomm Inc

Technology
45
+ 1.5%
$145.84 - $173.55 $6.56K - $7.81K
3.05K $507M
CVX
Chevron Corp

Energy
67
+ 4.54%
$145.57 - $161.83 $9.75K - $10.8K
1.54K $239M
ITOT
Ishares Core S&P Total U.S. St

ETFs
16
+ 0.73%
$135.0 - $146.02 $2.16K - $2.34K
2.21K $322M
MCD
Mcdonalds Corp

Consumer Cyclical
25
+ 1.93%
$291.67 - $316.99 $7.29K - $7.92K
1.32K $400M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
300
+ 4.37%
$49.09 - $50.58 $14.7K - $15.2K
7.17K $362M
IEFA
Ishares Tr

ETFs
89
+ 2.97%
$81.7 - $87.53 $7.27K - $7.79K
3.09K $270M
USTB
Victory Portfolios Ii Victorys

ETFs
303
+ 6.15%
$50.54 - $51.1 $15.3K - $15.5K
5.23K $267M
Activity Summary
Buys All Purchases 114 New Holdings 15 Increased Positions 99 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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