Axim Planning & Wealth as of Dec. 31, 2022
Portfolio Holdings for Axim Planning & Wealth
Axim Planning & Wealth holds 26 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Kraneshares Tr Csi Chi Internet (KWEB) | 46.1 | $45M | 1.5M | 30.20 | |
| Ehang Hldgs Ads (EH) | 22.3 | $22M | 2.5M | 8.58 | |
| Nio Spon Ads (NIO) | 10.1 | $9.9M | 1.0M | 9.75 | |
| Carnival Corp Common Stock (CCL) | 4.3 | $4.2M | 516k | 8.06 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 3.3 | $3.3M | 37k | 88.09 | |
| Li Auto Sponsored Ads (LI) | 2.0 | $1.9M | 94k | 20.40 | |
| Draftkings Com Cl A (DKNG) | 1.8 | $1.7M | 152k | 11.39 | |
| Procter & Gamble Company (PG) | 1.2 | $1.2M | 7.6k | 151.56 | |
| American Airls (AAL) | 1.0 | $974k | 77k | 12.72 | |
| Etf Ser Solutions Aptus Collared (ACIO) | 0.8 | $821k | 29k | 28.83 | |
| Etf Ser Solutions Aptus Drawdown (ADME) | 0.8 | $768k | 23k | 33.59 | |
| Invesco Exchange Traded Fd T Global Drgn Cn (PGJ) | 0.7 | $728k | 27k | 27.33 | |
| Us Bancorp Del Com New (USB) | 0.7 | $673k | 15k | 43.61 | |
| JPMorgan Chase & Co. (JPM) | 0.6 | $604k | 4.5k | 134.10 | |
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.6 | $586k | 7.2k | 81.17 | |
| Microsoft Corporation (MSFT) | 0.6 | $560k | 2.3k | 239.82 | |
| Etf Ser Solutions Aptus Defined (DRSK) | 0.6 | $549k | 21k | 25.60 | |
| Philip Morris International (PM) | 0.4 | $413k | 4.1k | 101.21 | |
| Mondelez Intl Cl A (MDLZ) | 0.3 | $291k | 4.4k | 66.65 | |
| Starbucks Corporation (SBUX) | 0.3 | $283k | 2.9k | 99.20 | |
| Deere & Company (DE) | 0.3 | $257k | 600.00 | 428.76 | |
| Royal Caribbean Cruises (RCL) | 0.3 | $250k | 5.1k | 49.43 | |
| Cisco Systems (CSCO) | 0.2 | $236k | 4.9k | 47.64 | |
| Altria (MO) | 0.2 | $230k | 5.0k | 45.71 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $215k | 562.00 | 382.43 | |
| LCNB (LCNB) | 0.2 | $207k | 12k | 18.00 |
