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 62.46% of Axiom Advisory's stock portfolio.
- Added to shares of these 10 stocks: BND (+$355M), VUG (+$229M), NVDA (+$204M), VOT (+$73M), VTV (+$67M), EFG (+$47M), QCOM (+$40M), AMD (+$34M), VNQ (+$32M), VBK (+$30M).
- Started 18 new stock positions in TMFC, HON, SCI, BABA, UAL, RBLX, AB, SPMD, ECL, CARR. ALNY, SPSB, VONG, LLY, PPC, ENPH, ITOT, MS.
- Reduced shares in these 10 stocks: VUSB (-$47M), BSV (-$31M), VCSH (-$27M), INTU (-$18M), SECT (-$18M), BUYW (-$10M), NOC (-$5.1M), TWLO, VNQI, VEA.
- Sold out of its positions in AMT, CMCSA, DLTR, HII, DBC, LUCD, BUYW, TMAT, SECT, NUE. PAVM, GLD, SPTS.
- Axiom Advisory was a net buyer of stock by $1.2B.
- Axiom Advisory has $11B in assets under management (AUM), dropping by 16.61%.
- Central Index Key (CIK): 0001910475
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Portfolio Holdings for Axiom Advisory
Axiom Advisory holds 291 positions in its portfolio as reported in the September 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Vanguard Index Fds Growth Etf (VUG) | 25.2 | $2.7B | +9% | 7.3M | 371.90 |
|
Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 19.3 | $2.1B | +20% | 28M | 74.03 |
|
Vanguard Index Fds Mcap Gr Idxvip (VOT) | 6.7 | $722M | +11% | 3.1M | 232.89 |
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Vanguard Index Fds Value Etf (VTV) | 5.9 | $636M | +11% | 3.8M | 167.49 |
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Ishares Tr Eafe Grwth Etf (EFG) | 5.3 | $563M | +9% | 5.4M | 103.75 |
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Vanguard Index Fds Sml Cp Grw Etf (VBK) | 4.0 | $432M | +7% | 1.7M | 256.24 |
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Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 3.2 | $343M | +5% | 2.8M | 120.55 |
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Vanguard Index Fds Total Stk Mkt (VTI) | 2.8 | $298M | +2% | 1.1M | 272.76 |
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Vanguard Index Fds Sm Cp Val Etf (VBR) | 2.6 | $279M | +7% | 1.5M | 192.20 |
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Vanguard Index Fds Real Estate Etf (VNQ) | 2.5 | $271M | +13% | 2.9M | 92.09 |
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Alphabet Cap Stk Cl C (GOOG) | 2.1 | $229M | 1.4M | 169.25 |
|
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Vanguard Index Fds Mcap Vl Idxvip (VOE) | 2.1 | $225M | +13% | 1.4M | 158.99 |
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NVIDIA Corporation (NVDA) | 1.9 | $207M | +6600% | 1.8M | 116.24 |
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.9 | $206M | +10% | 4.6M | 44.52 |
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Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) | 1.4 | $145M | +11% | 5.5M | 26.21 |
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Apple (AAPL) | 1.1 | $121M | +13% | 542k | 223.19 |
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Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.8 | $87M | -34% | 1.7M | 49.68 |
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Uber Technologies (UBER) | 0.7 | $80M | +2% | 1.1M | 70.40 |
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Qualcomm (QCOM) | 0.7 | $79M | +103% | 446k | 176.57 |
|
Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.6 | $66M | -32% | 849k | 77.88 |
|
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $50M | +20% | 99k | 508.21 |
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.5 | $50M | -4% | 985k | 50.70 |
|
Microsoft Corporation (MSFT) | 0.5 | $48M | +6% | 113k | 427.37 |
|
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.4 | $38M | -41% | 479k | 78.47 |
|
Advanced Micro Devices (AMD) | 0.3 | $36M | +1405% | 243k | 147.81 |
|
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $32M | +62% | 67k | 473.85 |
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Chevron Corporation (CVX) | 0.3 | $32M | +2% | 212k | 148.84 |
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Nordstrom (JWN) | 0.2 | $25M | +46% | 1.1M | 22.22 |
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Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $23M | 51k | 442.18 |
|
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Meta Platforms Cl A (META) | 0.2 | $20M | 38k | 514.57 |
|
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Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $19M | 208k | 92.33 |
|
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Procter & Gamble Company (PG) | 0.2 | $19M | +83% | 112k | 169.79 |
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Ishares Tr U.s. Tech Etf (IYW) | 0.2 | $19M | 129k | 147.03 |
|
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Intuit (INTU) | 0.2 | $17M | -52% | 26k | 639.27 |
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Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $15M | +4% | 71k | 213.94 |
|
Airbnb Com Cl A (ABNB) | 0.1 | $15M | 113k | 129.67 |
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Tesla Motors (TSLA) | 0.1 | $14M | +12% | 63k | 228.05 |
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Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $14M | +536% | 400k | 34.73 |
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Amazon (AMZN) | 0.1 | $12M | -4% | 65k | 182.46 |
|
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) | 0.1 | $11M | 130k | 85.38 |
|
|
Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.1 | $11M | +2% | 169k | 65.04 |
|
Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $10M | 59k | 174.83 |
|
|
Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $9.8M | 32k | 303.10 |
|
|
Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $8.2M | +2% | 66k | 123.51 |
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Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $8.1M | +103% | 54k | 151.72 |
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Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $7.8M | -2% | 45k | 173.35 |
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Select Sector Spdr Tr Energy (XLE) | 0.1 | $7.7M | +104% | 86k | 89.36 |
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Linde SHS (LIN) | 0.1 | $7.7M | +2% | 17k | 456.28 |
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Exxon Mobil Corporation (XOM) | 0.1 | $7.7M | +3% | 66k | 115.49 |
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Spdr Ser Tr Portfolio Intrmd (SPIB) | 0.1 | $7.2M | +34% | 216k | 33.25 |
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Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $7.1M | +2% | 53k | 135.18 |
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Ishares Tr S&p 100 Etf (OEF) | 0.1 | $7.0M | 26k | 267.21 |
|
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Cigna Corp (CI) | 0.1 | $7.0M | -3% | 20k | 344.70 |
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Select Sector Spdr Tr Technology (XLK) | 0.1 | $7.0M | +103% | 32k | 219.47 |
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $6.3M | +2% | 105k | 60.21 |
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Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $5.3M | 48k | 111.87 |
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Spdr Ser Tr Nyse Tech Etf (XNTK) | 0.0 | $5.3M | 28k | 188.78 |
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Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.0 | $5.2M | 48k | 107.19 |
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Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 0.0 | $5.1M | -33% | 117k | 43.52 |
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Danaher Corporation (DHR) | 0.0 | $5.1M | +3% | 19k | 264.64 |
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Ishares Gold Tr Ishares New (IAU) | 0.0 | $5.0M | -5% | 106k | 46.78 |
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Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $4.5M | +116% | 27k | 167.45 |
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Abbvie (ABBV) | 0.0 | $4.4M | +2% | 24k | 186.70 |
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First Tr Nas100 Eq Weighted SHS (QQEW) | 0.0 | $4.3M | 35k | 122.47 |
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Anthem (ELV) | 0.0 | $4.3M | 8.0k | 534.22 |
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Waste Management (WM) | 0.0 | $4.2M | +3% | 20k | 208.51 |
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Spdr Ser Tr Ssga Us Lrg Etf (LGLV) | 0.0 | $4.2M | +2% | 26k | 161.96 |
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Home Depot (HD) | 0.0 | $3.9M | +4% | 11k | 364.68 |
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Cisco Systems (CSCO) | 0.0 | $3.9M | 80k | 48.46 |
|
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Invesco Exchange Traded Fd T S&P SML600 GWT (RZG) | 0.0 | $3.8M | -3% | 77k | 49.77 |
|
Walt Disney Company (DIS) | 0.0 | $3.7M | +2% | 40k | 92.01 |
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FedEx Corporation (FDX) | 0.0 | $3.7M | 13k | 290.39 |
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Twilio Cl A (TWLO) | 0.0 | $3.5M | -45% | 59k | 59.14 |
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Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $3.5M | +2% | 6.3k | 551.52 |
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Ark Etf Tr Innovation Etf (ARKK) | 0.0 | $3.4M | 77k | 44.94 |
|
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Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $3.4M | +20% | 18k | 193.75 |
|
4068594 Enphase Energy (ENPH) | 0.0 | $3.4M | NEW | 30k | 113.45 |
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Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $3.3M | +53% | 29k | 114.63 |
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Pepsi (PEP) | 0.0 | $3.3M | 19k | 171.56 |
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Netflix (NFLX) | 0.0 | $3.2M | +976% | 4.7k | 674.89 |
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Johnson & Johnson (JNJ) | 0.0 | $3.2M | +2% | 20k | 159.10 |
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Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $3.2M | +2% | 81k | 39.54 |
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Target Corporation (TGT) | 0.0 | $3.1M | 21k | 148.94 |
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Oracle Corporation (ORCL) | 0.0 | $3.1M | 21k | 144.85 |
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Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $3.0M | 5.3k | 559.27 |
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Coca-Cola Company (KO) | 0.0 | $2.9M | 42k | 68.48 |
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Bofi Holding (AX) | 0.0 | $2.8M | 43k | 65.73 |
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Dimensional Etf Trust Internatnal Val (DFIV) | 0.0 | $2.8M | +3% | 77k | 36.99 |
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.0 | $2.8M | 56k | 50.89 |
|
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Ishares Tr Us Treas Bd Etf (GOVT) | 0.0 | $2.8M | +38% | 121k | 23.17 |
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AFLAC Incorporated (AFL) | 0.0 | $2.8M | 27k | 101.63 |
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Abbott Laboratories (ABT) | 0.0 | $2.7M | 25k | 109.70 |
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Merck & Co (MRK) | 0.0 | $2.7M | +3% | 23k | 118.67 |
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Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $2.7M | +2% | 36k | 74.90 |
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Ishares Tr Glob Hlthcre Etf (IXJ) | 0.0 | $2.6M | 27k | 97.01 |
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Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.0 | $2.6M | 32k | 80.81 |
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JPMorgan Chase & Co. (JPM) | 0.0 | $2.5M | +3% | 12k | 210.26 |
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Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $2.5M | NEW | 29k | 86.95 |
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Goldman Sachs (GS) | 0.0 | $2.5M | 5.1k | 489.11 |
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Palantir Technologies Cl A (PLTR) | 0.0 | $2.5M | +150% | 74k | 33.16 |
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Spdr Ser Tr S&p Biotech (XBI) | 0.0 | $2.4M | 25k | 98.17 |
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Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.0 | $2.4M | +29% | 27k | 90.14 |
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Amgen (AMGN) | 0.0 | $2.4M | +3% | 7.3k | 327.47 |
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Spdr Ser Tr Portfolio Ln Cor (SPLB) | 0.0 | $2.4M | +28% | 100k | 23.53 |
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Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $2.3M | 34k | 68.75 |
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Trex Company (TREX) | 0.0 | $2.3M | 33k | 70.19 |
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Ishares Core Msci Emkt (IEMG) | 0.0 | $2.3M | +2% | 42k | 54.11 |
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Philip Morris International (PM) | 0.0 | $2.2M | +4% | 19k | 116.19 |
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $2.1M | 21k | 100.56 |
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Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $2.1M | 34k | 62.62 |
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Ishares Tr Msci Gbl Sus Dev (SDG) | 0.0 | $2.0M | 26k | 78.74 |
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Pfizer (PFE) | 0.0 | $2.0M | -7% | 68k | 29.16 |
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Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $2.0M | +2% | 8.6k | 227.10 |
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DNP Select Income Fund (DNP) | 0.0 | $2.0M | 214k | 9.14 |
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The Trade Desk Com Cl A (TTD) | 0.0 | $1.9M | +2% | 19k | 99.85 |
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Key (KEY) | 0.0 | $1.9M | +3% | 120k | 15.86 |
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Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.0 | $1.9M | +98% | 40k | 46.88 |
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $1.9M | 30k | 64.04 |
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Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $1.9M | +28% | 21k | 91.18 |
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Ishares Tr Glb Cnsm Stp Etf (KXI) | 0.0 | $1.9M | -20% | 30k | 63.33 |
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At&t (T) | 0.0 | $1.8M | +2% | 91k | 19.90 |
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Verizon Communications (VZ) | 0.0 | $1.8M | -11% | 43k | 41.62 |
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Vanguard Admiral Fds Smlcp 600 Val (VIOV) | 0.0 | $1.8M | +2% | 20k | 89.33 |
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Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.0 | $1.7M | 47k | 36.45 |
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Rlj Lodging Tr Cum Conv Pfd A (RLJ.PA) | 0.0 | $1.7M | +107% | 66k | 25.53 |
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Bank of New York Mellon Corporation (BK) | 0.0 | $1.7M | 26k | 65.77 |
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J P Morgan Exchange Traded F Betabuldrs Japan (BBJP) | 0.0 | $1.7M | 29k | 57.58 |
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Clorox Company (CLX) | 0.0 | $1.7M | 11k | 148.18 |
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Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $1.7M | 6.0k | 274.66 |
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salesforce (CRM) | 0.0 | $1.6M | 6.3k | 256.35 |
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Ishares Tr Msci China Etf (MCHI) | 0.0 | $1.5M | 37k | 42.40 |
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Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.0 | $1.5M | +2% | 23k | 64.37 |
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Etf Ser Solutions Us Glb Jets (JETS) | 0.0 | $1.5M | 80k | 18.79 |
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Ishares Tr Mbs Etf (MBB) | 0.0 | $1.5M | 16k | 94.52 |
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Ishares Tr U.s. Real Es Etf (IYR) | 0.0 | $1.5M | +2% | 15k | 96.42 |
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Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $1.4M | 24k | 60.25 |
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Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $1.4M | +103% | 19k | 74.19 |
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Hercules Technology Growth Capital (HTGC) | 0.0 | $1.4M | +3% | 71k | 19.70 |
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Wisdomtree Tr Floatng Rat Trea (USFR) | 0.0 | $1.4M | -3% | 28k | 50.35 |
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Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $1.4M | NEW | 11k | 121.21 |
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Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.0 | $1.4M | 8.2k | 168.74 |
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Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $1.4M | 32k | 43.12 |
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Intel Corporation (INTC) | 0.0 | $1.4M | -31% | 55k | 24.96 |
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State Street Corporation (STT) | 0.0 | $1.4M | 17k | 82.46 |
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Humana (HUM) | 0.0 | $1.3M | 3.6k | 355.97 |
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Spotify Technology S A SHS (SPOT) | 0.0 | $1.3M | 3.8k | 332.48 |
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.0 | $1.3M | 16k | 79.92 |
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Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $1.2M | 3.3k | 364.56 |
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Moderna (MRNA) | 0.0 | $1.2M | 13k | 91.81 |
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Ishares Tr Msci Kld400 Soc (DSI) | 0.0 | $1.1M | 11k | 104.88 |
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Ishares Tr Core Msci Euro (IEUR) | 0.0 | $1.1M | +29% | 19k | 58.75 |
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Ishares Tr Msci Intl Qualty (IQLT) | 0.0 | $1.1M | 28k | 39.83 |
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H&R Block (HRB) | 0.0 | $1.1M | 18k | 59.61 |
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Shell Spon Ads (SHEL) | 0.0 | $1.1M | +88% | 15k | 70.82 |
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Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $1.1M | 13k | 82.50 |
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $1.0M | 21k | 49.64 |
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Ares Capital Corporation (ARCC) | 0.0 | $1.0M | +3% | 50k | 20.77 |
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Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $1.0M | +2% | 9.4k | 110.59 |
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Ishares Msci Emrg Chn (EMXC) | 0.0 | $1.0M | 17k | 60.04 |
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Lam Research Corporation | 0.0 | $1.0M | +17% | 1.2k | 869.44 |
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Lemonade (LMND) | 0.0 | $998k | 54k | 18.35 |
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Wells Fargo & Company (WFC) | 0.0 | $992k | 18k | 56.56 |
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Yum! Brands (YUM) | 0.0 | $987k | 7.4k | 132.93 |
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Oneok (OKE) | 0.0 | $981k | +2% | 11k | 87.11 |
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Visa Com Cl A (V) | 0.0 | $972k | +12% | 3.6k | 271.25 |
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Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.0 | $966k | 11k | 91.44 |
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Adobe Systems Incorporated (ADBE) | 0.0 | $948k | +9% | 1.7k | 548.46 |
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Charter Communications Inc N Cl A (CHTR) | 0.0 | $947k | 2.8k | 336.34 |
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.0 | $934k | +33% | 24k | 38.32 |
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Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $921k | 6.5k | 141.02 |
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Dow (DOW) | 0.0 | $910k | +2% | 17k | 52.76 |
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Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.0 | $880k | 17k | 50.76 |
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Williams Companies (WMB) | 0.0 | $876k | +2% | 20k | 43.99 |
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Ishares Tr Mrgstr Md Cp Etf (IMCB) | 0.0 | $874k | 12k | 72.62 |
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CVS Caremark Corporation (CVS) | 0.0 | $861k | 15k | 58.32 |
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Graniteshares Gold Tr Shs Ben Int (BAR) | 0.0 | $849k | 35k | 24.46 |
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Costco Wholesale Corporation (COST) | 0.0 | $845k | +14% | 960.00 | 880.23 |
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Illumina (ILMN) | 0.0 | $805k | +3% | 6.5k | 123.37 |
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Arista Networks (ANET) | 0.0 | $803k | 2.3k | 348.45 |
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Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $798k | 8.0k | 99.77 |
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Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.0 | $790k | +66% | 11k | 71.76 |
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Global X Fds Nasdaq 100 Cover (QYLD) | 0.0 | $777k | +4% | 44k | 17.66 |
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Golub Capital BDC (GBDC) | 0.0 | $763k | +4% | 51k | 15.09 |
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Shopify Cl A (SHOP) | 0.0 | $751k | 11k | 69.07 |
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Ishares Msci Eurzone Etf (EZU) | 0.0 | $748k | 15k | 49.97 |
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Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.0 | $736k | +2% | 6.2k | 118.30 |
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Fortive (FTV) | 0.0 | $734k | 10k | 73.01 |
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United Parcel Service CL B (UPS) | 0.0 | $733k | -16% | 5.6k | 131.20 |
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Zoom Video Communications In Cl A (ZM) | 0.0 | $732k | 12k | 62.51 |
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Ge Aerospace Com New (GE) | 0.0 | $720k | +2% | 4.2k | 170.43 |
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Thermo Fisher Scientific (TMO) | 0.0 | $720k | 1.2k | 591.96 |
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Hasbro (HAS) | 0.0 | $706k | 11k | 64.91 |
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Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 0.0 | $684k | 51k | 13.47 |
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Alps Etf Tr Barrons 400 Etf (BFOR) | 0.0 | $682k | 9.9k | 68.76 |
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Veralto Corp Com Shs (VLTO) | 0.0 | $670k | +2% | 6.3k | 105.67 |
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Roku Com Cl A (ROKU) | 0.0 | $664k | +103% | 10k | 64.08 |
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Janus Detroit Str Tr Henderson Mtg (JMBS) | 0.0 | $662k | 14k | 45.96 |
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Ishares Tr Tips Bd Etf (TIP) | 0.0 | $658k | +2% | 6.1k | 108.60 |
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Exchange Traded Concepts Tru Emqq The Emergin (EMQQ) | 0.0 | $654k | 19k | 34.07 |
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PNC Financial Services (PNC) | 0.0 | $651k | +8% | 3.7k | 175.37 |
|
Starbucks Corporation (SBUX) | 0.0 | $650k | +2% | 7.6k | 85.83 |
|
Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $646k | 3.4k | 190.30 |
|
|
Mondelez Intl Cl A (MDLZ) | 0.0 | $643k | 9.2k | 70.29 |
|
|
Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $624k | +3% | 7.7k | 80.55 |
|
Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $617k | +45% | 5.4k | 113.62 |
|
Broadcom (AVGO) | 0.0 | $616k | +787% | 3.4k | 183.55 |
|
Kraneshares Trust Quadrtc Int Rt (IVOL) | 0.0 | $606k | 32k | 19.17 |
|
|
Union Pacific Corporation (UNP) | 0.0 | $601k | +2% | 2.5k | 240.69 |
|
Snowflake Cl A (SNOW) | 0.0 | $598k | -57% | 4.9k | 122.97 |
|
Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.0 | $593k | -21% | 14k | 43.93 |
|
UnitedHealth (UNH) | 0.0 | $591k | 1.0k | 576.70 |
|
|
Redfin Corp (RDFN) | 0.0 | $580k | +106% | 63k | 9.19 |
|
Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $571k | +3% | 36k | 16.09 |
|
Norfolk Southern (NSC) | 0.0 | $553k | +3% | 2.3k | 240.12 |
|
Dupont De Nemours (DD) | 0.0 | $549k | +2% | 6.8k | 80.96 |
|
Vanguard World Mega Grwth Ind (MGK) | 0.0 | $547k | 1.7k | 316.29 |
|
|
Chipotle Mexican Grill (CMG) | 0.0 | $531k | +1423% | 9.6k | 55.35 |
|
Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $527k | 4.2k | 126.58 |
|
|
Ishares Tr Global Energ Etf (IXC) | 0.0 | $525k | 13k | 41.03 |
|
|
Micron Technology (MU) | 0.0 | $522k | 5.0k | 104.58 |
|
|
WPP Adr (WPP) | 0.0 | $509k | 11k | 47.59 |
|
|
Southwest Airlines (LUV) | 0.0 | $508k | +2% | 18k | 27.72 |
|
Weyerhaeuser Co Mtn Be Com New (WY) | 0.0 | $505k | 16k | 30.73 |
|
|
IPG Photonics Corporation (IPGP) | 0.0 | $483k | 6.5k | 74.75 |
|
|
Fidelity Covington Trust Msci Energy Idx (FENY) | 0.0 | $481k | +2% | 20k | 24.55 |
|
Marvell Technology (MRVL) | 0.0 | $477k | 6.9k | 69.07 |
|
|
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.0 | $466k | NEW | 4.9k | 95.17 |
|
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.0 | $452k | 22k | 21.02 |
|
|
Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $451k | +20% | 1.9k | 243.15 |
|
Intercontinental Exchange (ICE) | 0.0 | $444k | +3% | 2.9k | 154.20 |
|
Wal-Mart Stores (WMT) | 0.0 | $440k | 6.0k | 73.64 |
|
|
3M Company (MMM) | 0.0 | $431k | +3% | 3.5k | 122.42 |
|
Service Corporation International (SCI) | 0.0 | $417k | NEW | 5.5k | 75.78 |
|
Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.0 | $409k | +3% | 9.6k | 42.65 |
|
Gamestop Corp Cl A (GME) | 0.0 | $401k | 18k | 22.87 |
|
|
On Hldg Namen Akt A (ONON) | 0.0 | $401k | -50% | 10k | 38.82 |
|
Genesis Energy Unit Ltd Partn (GEL) | 0.0 | $400k | +2% | 29k | 13.62 |
|
Mastercard Incorporated Cl A (MA) | 0.0 | $393k | 832.00 | 472.79 |
|
|
Spdr Ser Tr Portfolio Short (SPSB) | 0.0 | $390k | NEW | 13k | 30.00 |
|
Global X Fds Superdvdnd Reit (SRET) | 0.0 | $384k | +3% | 18k | 21.48 |
|
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) | 0.0 | $384k | +3% | 16k | 24.60 |
|
Docusign (DOCU) | 0.0 | $384k | 6.8k | 56.04 |
|
|
Fidelity Covington Trust Divid Etf Risi (FDRR) | 0.0 | $363k | +2% | 7.3k | 49.69 |
|
Charles River Laboratories (CRL) | 0.0 | $359k | 1.7k | 207.82 |
|
|
Hldgs (UAL) | 0.0 | $356k | NEW | 7.7k | 46.29 |
|
Fidelity Covington Trust Qlty Fctor Etf (FQAL) | 0.0 | $355k | +2% | 5.7k | 62.32 |
|
Southern Copper Corporation (SCCO) | 0.0 | $347k | +4% | 3.3k | 104.25 |
|
Eli Lilly & Co. (LLY) | 0.0 | $345k | NEW | 384.00 | 899.05 |
|
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) | 0.0 | $332k | +2% | 14k | 23.24 |
|
Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $326k | 2.0k | 164.24 |
|
|
Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.0 | $323k | +2% | 3.2k | 100.88 |
|
Verisk Analytics (VRSK) | 0.0 | $317k | 1.2k | 275.45 |
|
|
Northrop Grumman Corporation (NOC) | 0.0 | $313k | -94% | 640.00 | 489.64 |
|
Ishares Tr Europe Etf (IEV) | 0.0 | $305k | +3% | 5.4k | 56.10 |
|
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.0 | $302k | 2.8k | 109.68 |
|
|
Kohl's Corporation (KSS) | 0.0 | $297k | +13% | 15k | 20.41 |
|
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.0 | $296k | +2% | 6.0k | 49.64 |
|
ON Semiconductor (ON) | 0.0 | $284k | 3.9k | 72.80 |
|
|
Alnylam Pharmaceuticals (ALNY) | 0.0 | $283k | NEW | 1.1k | 260.36 |
|
Cal Maine Foods Com New (CALM) | 0.0 | $280k | +3% | 4.1k | 69.04 |
|
Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.0 | $274k | +5% | 15k | 17.90 |
|
Alliancebernstein Hldg Unit Ltd Partn (AB) | 0.0 | $272k | NEW | 8.0k | 34.25 |
|
First Tr Exchange-traded Alerian Us Nxtgn (RBLD) | 0.0 | $265k | +2% | 4.2k | 62.81 |
|
Lowe's Companies (LOW) | 0.0 | $262k | +2% | 1.1k | 240.81 |
|
Fidelity Covington Trust Msci Finls Idx (FNCL) | 0.0 | $260k | 4.2k | 61.60 |
|
|
Owens Corning (OC) | 0.0 | $260k | 1.5k | 169.33 |
|
|
Illinois Tool Works (ITW) | 0.0 | $252k | +2% | 1.0k | 245.86 |
|
Teladoc (TDOC) | 0.0 | $243k | 29k | 8.28 |
|
|
Fortinet (FTNT) | 0.0 | $241k | 3.5k | 68.31 |
|
|
Nextera Energy (NEE) | 0.0 | $240k | +3% | 3.1k | 78.04 |
|
Aaon Com Par $0.004 (AAON) | 0.0 | $237k | 2.6k | 92.40 |
|
|
Honeywell International (HON) | 0.0 | $233k | NEW | 1.2k | 202.58 |
|
Interactive Brokers Group In Com Cl A (IBKR) | 0.0 | $233k | 1.9k | 125.70 |
|
|
Pilgrim's Pride Corporation (PPC) | 0.0 | $233k | NEW | 5.5k | 42.27 |
|
Jabil Circuit (JBL) | 0.0 | $229k | 2.1k | 108.62 |
|
|
RBB Motley Fol Etf (TMFC) | 0.0 | $229k | NEW | 4.1k | 55.77 |
|
Kraft Heinz (KHC) | 0.0 | $227k | +5% | 6.6k | 34.38 |
|
Altria (MO) | 0.0 | $226k | -20% | 4.5k | 50.54 |
|
Bank of America Corporation (BAC) | 0.0 | $224k | -44% | 5.6k | 40.29 |
|
Ecolab (ECL) | 0.0 | $224k | NEW | 896.00 | 250.39 |
|
Nike CL B (NKE) | 0.0 | $224k | +3% | 2.9k | 77.59 |
|
Etfis Ser Tr I Virtus Infrcap (PFFA) | 0.0 | $223k | +4% | 10k | 21.79 |
|
Carrier Global Corporation (CARR) | 0.0 | $223k | NEW | 3.2k | 69.64 |
|
Coinbase Global Com Cl A (COIN) | 0.0 | $218k | 1.1k | 200.31 |
|
|
Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.0 | $216k | NEW | 4.1k | 53.02 |
|
Roblox Corp Cl A (RBLX) | 0.0 | $214k | NEW | 5.1k | 41.72 |
|
Corteva (CTVA) | 0.0 | $213k | +2% | 3.9k | 54.53 |
|
Morgan Stanley Com New (MS) | 0.0 | $213k | NEW | 2.1k | 100.71 |
|
Uipath Cl A (PATH) | 0.0 | $208k | 17k | 12.24 |
|
|
Clear Secure Com Cl A (YOU) | 0.0 | $203k | -39% | 9.0k | 22.47 |
|
Warner Bros Discovery Com Ser A (WBD) | 0.0 | $150k | 19k | 7.81 |
|
Past Filings by Axiom Advisory
SEC 13F filings are viewable for Axiom Advisory going back to 2021
- Axiom Advisory 2024 Q3 filed Oct. 7, 2024
- Axiom Advisory 2024 Q2 filed Aug. 13, 2024
- 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