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 62.44% of Axiom Advisory's stock portfolio.
- Added to shares of these 10 stocks: BND, SECT, VOT, QQQ, IWM, META, VNQ, BUYW, COMT, VSS.
- Started 5 new stock positions in SECT, QQQ, IWM, META, BUYW.
- Reduced shares in these 10 stocks: SPLK, VUG, AAPL, VCSH, AMZN, INTU, Pavmed, BSV, TSLA, VEA.
- Sold out of its positions in Pavmed, SPLK.
- Axiom Advisory was a net buyer of stock by $2.0M.
- Axiom Advisory has $124M in assets under management (AUM), dropping by 11.85%.
- Central Index Key (CIK): 0001910475
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Axiom Advisory holds 37 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Past Filings by Axiom Advisory
SEC 13F filings are viewable for Axiom Advisory going back to 2021
- 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