Axiom Advisory
Latest statistics and disclosures from Axiom Advisory's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VUG, BND, VOT, VTV, EFG, and represent 63.22% of Axiom Advisory's stock portfolio.
- Added to shares of these 10 stocks: BND, VTV, VOT, EFG, VWO, VOE, VBK, VNQ, VBR, COMT.
- Reduced shares in these 7 stocks: , AMZN, VOO, VUG, QCOM, VTI, BSV.
- Sold out of its position in TSLA.
- Axiom Advisory was a net buyer of stock by $4.1M.
- Axiom Advisory has $136M in assets under management (AUM), dropping by 9.37%.
- Central Index Key (CIK): 0001910475
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Axiom Advisory holds 36 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Past Filings by Axiom Advisory
SEC 13F filings are viewable for Axiom Advisory going back to 2021
- Axiom Advisory 2024 Q1 filed April 12, 2024
- Axiom Advisory 2023 Q4 filed Jan. 30, 2024
- Axiom Advisory 2023 Q3 filed Nov. 14, 2023
- Axiom Advisory 2023 Q2 filed Aug. 8, 2023
- Axiom Advisory 2023 Q1 filed April 24, 2023
- Axiom Advisory 2022 Q4 filed Feb. 8, 2023
- Axiom Advisory 2022 Q3 filed Oct. 14, 2022
- Axiom Advisory 2022 Q2 filed Aug. 10, 2022
- Axiom Advisory 2022 Q1 filed April 26, 2022
- Axiom Advisory 2021 Q4 filed Feb. 11, 2022