Axiom Financial Strategies
Latest statistics and disclosures from Axiom Financial Strategies's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, VO, VGT, VXUS, VB, and represent 53.74% of Axiom Financial Strategies's stock portfolio.
- Added to shares of these 10 stocks: VDE, IVV, VOX, CSCO, VFH, MSFT, ACN, LOW, UNH, ADP.
- Started 1 new stock position in CSCO.
- Reduced shares in these 10 stocks: VB, OUSM, VO, VWO, , VGT, VDC, VHT, VV, VCR.
- Sold out of its positions in AMAT, VPU, VV, LIN.
- Axiom Financial Strategies was a net seller of stock by $-8.0M.
- Axiom Financial Strategies has $179M in assets under management (AUM), dropping by -5.33%.
- Central Index Key (CIK): 0001831985
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Portfolio Holdings for Axiom Financial Strategies
Axiom Financial Strategies holds 42 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 17.2 | $31M | 53k | 588.68 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 13.7 | $25M | -5% | 93k | 264.13 |
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| Vanguard World Inf Tech Etf (VGT) | 9.2 | $16M | -3% | 26k | 621.81 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 8.7 | $16M | 266k | 58.93 |
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| Vanguard Index Fds Small Cp Etf (VB) | 4.9 | $8.7M | -21% | 36k | 240.28 |
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| Vanguard World Financials Etf (VFH) | 4.8 | $8.6M | 73k | 118.07 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 4.1 | $7.3M | -10% | 167k | 44.04 |
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| Graniteshares Etf Tr Bbg Commd K 1 (COMB) | 3.6 | $6.4M | 323k | 19.95 |
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| Vanguard World Comm Srvc Etf (VOX) | 3.6 | $6.4M | +4% | 42k | 154.96 |
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| Vanguard World Industrial Etf (VIS) | 3.3 | $5.8M | -3% | 23k | 254.39 |
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| Vanguard World Health Car Etf (VHT) | 3.2 | $5.7M | -6% | 22k | 253.69 |
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| Pacer Fds Tr Trendpilot Intl (PTIN) | 3.2 | $5.7M | 205k | 27.75 |
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| Alps Etf Tr Oshares Us Smlcp (OUSM) | 2.7 | $4.9M | -23% | 113k | 43.72 |
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| Spdr Ser Tr Bloomberg High Y (JNK) | 2.3 | $4.2M | 44k | 95.47 |
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| Vanguard World Energy Etf (VDE) | 2.3 | $4.0M | +24% | 33k | 121.31 |
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| Vanguard World Consum Dis Etf (VCR) | 2.2 | $4.0M | -5% | 11k | 375.37 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 1.5 | $2.6M | 34k | 77.27 |
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| Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) | 1.4 | $2.5M | 39k | 63.15 |
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| Vanguard World Materials Etf (VAW) | 1.4 | $2.4M | 13k | 187.83 |
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| Ishares Tr Msci Eafe Etf (EFA) | 1.0 | $1.9M | 25k | 75.61 |
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| Vanguard World Consum Stp Etf (VDC) | 0.9 | $1.6M | -24% | 7.6k | 211.37 |
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| Vanguard Bd Index Fds Long Term Bond (BLV) | 0.8 | $1.5M | 21k | 68.43 |
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| Microsoft Corporation (MSFT) | 0.6 | $1.1M | +2% | 2.6k | 421.50 |
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| Apple (AAPL) | 0.5 | $816k | -10% | 3.3k | 250.42 |
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| Zacks Trust Earngs Constant (ZECP) | 0.4 | $694k | 23k | 30.45 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $528k | -6% | 2.2k | 239.71 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $420k | 926.00 | 453.28 |
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| Lowe's Companies (LOW) | 0.2 | $340k | +3% | 1.4k | 246.80 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $305k | +4% | 868.00 | 351.79 |
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| UnitedHealth (UNH) | 0.2 | $291k | +3% | 575.00 | 505.86 |
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| Zacks Trust Small/mid Cap (SMIZ) | 0.2 | $279k | 8.4k | 33.18 |
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| Chevron Corporation (CVX) | 0.1 | $253k | 1.7k | 144.85 |
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| Costco Wholesale Corporation (COST) | 0.1 | $246k | +2% | 268.00 | 916.27 |
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| Meta Platforms Cl A (META) | 0.1 | $244k | 417.00 | 585.51 |
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| Chubb (CB) | 0.1 | $241k | -3% | 873.00 | 276.30 |
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| Analog Devices (ADI) | 0.1 | $241k | 1.1k | 212.46 |
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| Automatic Data Processing (ADP) | 0.1 | $236k | +3% | 806.00 | 292.73 |
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| AFLAC Incorporated (AFL) | 0.1 | $224k | +2% | 2.2k | 103.44 |
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| Pepsi (PEP) | 0.1 | $220k | 1.4k | 152.06 |
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| Cisco Systems (CSCO) | 0.1 | $207k | NEW | 3.5k | 59.20 |
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| Paychex (PAYX) | 0.1 | $206k | 1.5k | 140.22 |
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| Amgen (AMGN) | 0.1 | $202k | 775.00 | 260.64 |
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Past Filings by Axiom Financial Strategies
SEC 13F filings are viewable for Axiom Financial Strategies going back to 2020
- Axiom Financial Strategies 2024 Q4 filed Jan. 22, 2025
- Axiom Financial Strategies 2024 Q3 filed Nov. 12, 2024
- Axiom Financial Strategies 2024 Q2 filed Aug. 13, 2024
- Axiom Financial Strategies 2024 Q1 filed April 29, 2024
- Axiom Financial Strategies 2023 Q3 filed Oct. 16, 2023
- Axiom Financial Strategies 2023 Q2 filed Aug. 10, 2023
- Axiom Financial Strategies 2022 Q4 filed May 18, 2023
- Axiom Financial Strategies 2023 Q1 filed May 18, 2023
- Axiom Financial Strategies 2022 Q3 filed Oct. 17, 2022
- Axiom Financial Strategies 2022 Q2 filed Aug. 10, 2022
- Axiom Financial Strategies 2020 Q1 restated filed June 16, 2022
- Axiom Financial Strategies 2022 Q1 restated filed June 15, 2022
- Axiom Financial Strategies 2021 Q1 restated filed June 15, 2022
- Axiom Financial Strategies 2021 Q2 restated filed June 15, 2022
- Axiom Financial Strategies 2021 Q4 restated filed June 15, 2022
- Axiom Financial Strategies 2020 Q2 restated filed June 15, 2022