Axim Planning & Wealth as of March 31, 2023
Portfolio Holdings for Axim Planning & Wealth
Axim Planning & Wealth holds 24 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Kraneshares Tr Csi Chi Internet (KWEB) | 40.6 | $41M | 1.3M | 31.19 | |
| Ehang Hldgs Ads (EH) | 33.0 | $33M | 3.0M | 10.93 | |
| Proshares Tr Ii Ultra Bloomberg | 11.2 | $11M | 3.1M | 3.61 | |
| Carnival Corp Common Stock (CCL) | 4.1 | $4.1M | 408k | 10.15 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 3.1 | $3.1M | 31k | 102.18 | |
| Procter & Gamble Company (PG) | 1.0 | $992k | 6.7k | 148.69 | |
| Etf Ser Solutions Aptus Collrd Inv (ACIO) | 0.8 | $758k | 25k | 30.19 | |
| Etf Ser Solutions Aptus Drawdown (ADME) | 0.7 | $709k | 21k | 34.60 | |
| Microsoft Corporation (MSFT) | 0.7 | $675k | 2.3k | 288.30 | |
| JPMorgan Chase & Co. (JPM) | 0.6 | $606k | 4.6k | 130.31 | |
| Us Bancorp Del Com New (USB) | 0.6 | $556k | 15k | 36.05 | |
| Etf Ser Solutions Aptus Defined (DRSK) | 0.5 | $513k | 20k | 25.97 | |
| American Airls (AAL) | 0.4 | $445k | 30k | 14.75 | |
| Philip Morris International (PM) | 0.4 | $396k | 4.1k | 97.25 | |
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.3 | $315k | 5.4k | 58.54 | |
| Mondelez Intl Cl A (MDLZ) | 0.3 | $305k | 4.4k | 69.72 | |
| Starbucks Corporation (SBUX) | 0.3 | $297k | 2.9k | 104.13 | |
| Altria (MO) | 0.3 | $270k | 6.0k | 44.62 | |
| Royal Caribbean Cruises (RCL) | 0.3 | $268k | 4.1k | 65.30 | |
| Deere & Company (DE) | 0.2 | $248k | 600.00 | 412.88 | |
| Cisco Systems (CSCO) | 0.2 | $211k | 4.0k | 52.28 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $208k | 1.9k | 109.66 | |
| LCNB (LCNB) | 0.2 | $188k | 12k | 16.34 | |
| Nio Spon Ads (NIO) | 0.2 | $179k | 17k | 10.51 |
