Axis Wealth Partners, LLC Reduced Holdings in Q4 2025

Axis Wealth Partners, LLC

  • $181 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
IVE
Ishares S&P 500 Value ETF

ETFs
-4.05K
- 26.12%
$202.52 - $212.07 $821K - $859K
11.5K $2.43B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-6.81K
- 38.92%
$100.37 - $100.72 $683K - $686K
10.7K $1.07B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-10.9K
- 25.34%
$63.25 - $66.24 $687K - $719K
32K $2.11B
IVW
Ishares S&P 500 Growth ETF

ETFs
-4.66K
- 18.53%
$118.29 - $126.28 $551K - $588K
20.5K $2.53B
IEF
Ishares Barclays

ETFs
-3.86K
- 44.18%
$96.12 - $97.72 $371K - $377K
4.88K $469M
HYG
Ishares Tr

ETFs
-3.61K
- 40.32%
$79.95 - $81.28 $288K - $293K
5.34K $430M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-3.89K
- 29.49%
$53.68 - $54.54 $209K - $212K
9.29K $501M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-2.27K
- 22.21%
$92.24 - $96.56 $209K - $219K
7.95K $764M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-2.21K
- 19.4%
$82.69 - $83.12 $183K - $184K
9.18K $760M
IEMG
Ishares Inc

ETFs
-2.59K
- 37.81%
N/A
4.25K $286M
MO
Altria Group, Inc.

Consumer Defensive
-6
- 0.05%
$56.38 - $66.65 $338 - $400
11.3K $654M
TSLA
Tesla, Inc.

Consumer Cyclical
-205
- 16.91%
$401.99 - $468.37 $82.4K - $96K
1.01K $453M
META
Meta Platforms, Inc.

Communication Services
-35
- 4.59%
$609.01 - $751.67 $21.3K - $26.3K
727 $480M
IRM
Iron Mountain Inc

Real Estate
-7
- 0.17%
$91.37 - $106.46 $640 - $745
4.03K $334M
T
At&T Inc.

Communication Services
-230
- 1.19%
$24.44 - $27.55 $5.62K - $6.34K
19K $473M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-508
- 10.98%
$110.25 - $112.92 $56K - $57.4K
4.12K $454M
DHS
Wisdomtree Tr U.S

ETFs
-577
- 4.26%
$97.62 - $101.16 $56.3K - $58.4K
13K $1.3B
WPC
W. P. Carey Inc.

Real Estate
-376
- 5.08%
$65.26 - $69.2 $24.5K - $26K
7.03K $452M
PEY
Invesco Exchange Traded Fd Tr

ETFs
-239
- 0.38%
$20.16 - $21.33 $4.82K - $5.1K
62.8K $1.28B
CDC
Victory Portfolios Ii Shs Inco

ETFs
-436
- 3.71%
$64.67 - $66.93 $28.2K - $29.2K
11.3K $745M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-2.05K
- 1.39%
$26.44 - $27.53 $54.3K - $56.5K
146K $4B
JGRO
J P Morgan Exchange Traded Fd
-205
- 1.47%
N/A
13.7K $1.28B
VCIT
Vanguard Intermediate Term Cor

ETFs
-341
- 4.91%
$83.45 - $84.82 $28.5K - $28.9K
6.61K $554M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-153
- 1.59%
$136.06 - $140.64 $20.8K - $21.5K
9.46K $1.32B
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-184
- 4.51%
$100.68 - $106.15 $18.5K - $19.5K
3.9K $399M
TXN
Texas Instruments Inc

Technology
-24
- 1.0%
N/A
2.39K $414M
UNH
Unitedhealth Group Inc

Healthcare
-9
- 0.55%
$320.52 - $369.92 $2.88K - $3.33K
1.62K $536M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-284
- 4.39%
$161.21 - $171.97 $45.8K - $48.8K
6.18K $1.04B
IWR
Ishares Russell Mid Cap ETF

ETFs
-245
- 3.82%
$94.02 - $97.61 $23K - $23.9K
6.17K $594M
PLTR
Palantir Technologies Inc.

Technology
-55
- 2.31%
$172.14 - $207.18 $9.47K - $11.4K
2.32K $413M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-63
- 2.72%
$459.47 - $491.71 $28.9K - $31K
2.26K $1.07B
FLQM
Franklin Templeton ETF Tr Libe

ETFs
-264
- 3.96%
$54.74 - $57.0 $14.5K - $15K
6.41K $361M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-31
- 4.45%
$475.68 - $513.11 $14.7K - $15.9K
665 $334M
ABBV
Abb Vie Inc.

Healthcare
-39
- 2.15%
$211.96 - $244.38 $8.27K - $9.53K
1.78K $406M
IWP
Ishares Russell Mid Cap Growth

ETFs
-35
- 2.12%
$136.84 - $145.3 $4.79K - $5.09K
1.62K $222M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-541
- 4.84%
$23.04 - $23.36 $12.5K - $12.6K
10.6K $245M
VBR
Vanguard Small Cap Value ETF

ETFs
-89
- 3.02%
$201.42 - $211.15 $17.9K - $18.8K
2.86K $606M
VBK
Vanguard Small Cap Growth ETF

ETFs
-53
- 2.98%
$291.71 - $309.36 $15.5K - $16.4K
1.73K $521M
CVX
Chevron Corp

Energy
-17
- 1.1%
$148.9 - $157.72 $2.53K - $2.68K
1.53K $232M
PFF
Ishares Trust Ishares Pfd And

ETFs
-42
- 0.56%
$30.84 - $31.79 $1.3K - $1.34K
7.43K $230M
Columbia ETF Tr I
-568
- 2.17%
N/A
25.6K $1.22B
BND
Vanguard Bd Index Fd Inc Total

ETFs
-28
- 0.42%
$74.09 - $75.1 $2.07K - $2.1K
6.57K $487M
DTH
Wisdomtree Tr

ETFs
-378
- 5.63%
$47.86 - $50.48 $18.1K - $19.1K
6.34K $327M
SRLN
Ssga Active Trust

ETFs
-18
- 0.3%
$41.05 - $41.54 $739 - $748
5.99K $247M
XOM
Exxon Mobil Corp

Energy
-348
- 6.7%
$110.64 - $119.78 $38.5K - $41.7K
4.85K $583M
IWM
Ishares Russell 2000 ETF

ETFs
-25
- 2.07%
$236.79 - $250.33 $5.92K - $6.26K
1.18K $291M
WMT
Walmart Inc.

Consumer Defensive
-116
- 5.84%
$101.18 - $109.03 $11.7K - $12.6K
1.87K $208M
JPM
Jpmorgan Chase & CO

Financial Services
-33
- 1.49%
$294.11 - $320.41 $9.71K - $10.6K
2.18K $701M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-37
- 0.78%
$127.15 - $133.03 $4.7K - $4.92K
4.69K $621M
Activity Summary
Buys All Purchases 95 New Holdings 12 Increased Positions 83 Sells All Sells 68 Reductions 68 Sold out 0 Options Calls 0 Puts 0
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