Axim Planning & Wealth

Axim Planning & Wealth as of Dec. 31, 2023

Portfolio Holdings for Axim Planning & Wealth

Axim Planning & Wealth holds 28 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ehang Hldgs Ads (EH) 60.0 $66M 3.9M 16.80
Kraneshares Tr Csi Chi Internet (KWEB) 23.8 $26M 962k 27.00
Carnival Corp Unit 99/99/9999 (CCL) 6.7 $7.4M 397k 18.54
John Hancock Pref. Income Fund II (HPF) 1.3 $1.4M 88k 15.78
Procter & Gamble Company (PG) 1.0 $1.1M 7.5k 146.54
Microsoft Corporation (MSFT) 1.0 $1.0M 2.8k 376.04
Us Bancorp Del Com New (USB) 0.6 $672k 16k 43.28
JPMorgan Chase & Co. (JPM) 0.6 $622k 3.7k 170.10
Etf Ser Solutions Aptus Drawdown (ADME) 0.4 $413k 11k 38.44
Etf Ser Solutions Aptus Collrd Inv (ACIO) 0.4 $401k 12k 33.16
Philip Morris International (PM) 0.4 $384k 4.1k 94.08
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $361k 759.00 475.31
Alibaba Group Hldg Sponsored Ads (BABA) 0.3 $330k 4.3k 77.51
Mondelez Intl Cl A (MDLZ) 0.3 $316k 4.4k 72.43
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.3 $316k 5.4k 58.33
Starbucks Corporation (SBUX) 0.3 $291k 3.0k 96.01
Royal Caribbean Cruises (RCL) 0.2 $272k 2.1k 129.49
Etf Ser Solutions Aptus Defined (DRSK) 0.2 $268k 11k 25.20
Ishares Tr Core S&p500 Etf (IVV) 0.2 $245k 513.00 477.63
Exxon Mobil Corporation (XOM) 0.2 $241k 2.4k 99.98
Deere & Company (DE) 0.2 $240k 600.00 399.87
Caterpillar (CAT) 0.2 $237k 800.00 295.67
Nio Spon Ads (NIO) 0.2 $234k 26k 9.07
Apple (AAPL) 0.2 $232k 1.2k 192.53
Altria (MO) 0.2 $230k 5.7k 40.34
Sofi Technologies (SOFI) 0.2 $219k 22k 9.95
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $201k 490.00 409.52
LCNB (LCNB) 0.2 $181k 12k 15.77