Axim Planning & Wealth as of June 30, 2023
Portfolio Holdings for Axim Planning & Wealth
Axim Planning & Wealth holds 24 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ehang Hldgs Ads (EH) | 42.7 | $48M | 3.1M | 15.17 | |
| Kraneshares Tr Csi Chi Internet (KWEB) | 31.2 | $35M | 1.3M | 26.93 | |
| Proshares Tr Ii Ultra Bloomberg (BOIL) | 9.9 | $11M | 159k | 68.99 | |
| Carnival Corp Common Stock (CCL) | 6.8 | $7.5M | 401k | 18.83 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 2.0 | $2.2M | 27k | 83.35 | |
| Procter & Gamble Company (PG) | 0.9 | $1.1M | 6.9k | 151.74 | |
| Microsoft Corporation (MSFT) | 0.7 | $830k | 2.4k | 340.54 | |
| JPMorgan Chase & Co. (JPM) | 0.6 | $687k | 4.7k | 145.44 | |
| Etf Ser Solutions Aptus Collrd Inv (ACIO) | 0.6 | $638k | 21k | 31.11 | |
| Etf Ser Solutions Aptus Drawdown (ADME) | 0.5 | $605k | 17k | 36.42 | |
| Us Bancorp Del Com New (USB) | 0.5 | $513k | 16k | 33.04 | |
| Royal Caribbean Cruises (RCL) | 0.4 | $425k | 4.1k | 103.74 | |
| Etf Ser Solutions Aptus Defined (DRSK) | 0.4 | $425k | 17k | 24.86 | |
| Philip Morris International (PM) | 0.4 | $398k | 4.1k | 97.62 | |
| American Airls (AAL) | 0.4 | $396k | 22k | 17.94 | |
| Mondelez Intl Cl A (MDLZ) | 0.3 | $319k | 4.4k | 72.94 | |
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.3 | $297k | 5.1k | 57.73 | |
| Altria (MO) | 0.3 | $293k | 6.5k | 45.30 | |
| Starbucks Corporation (SBUX) | 0.3 | $283k | 2.9k | 99.06 | |
| Deere & Company (DE) | 0.2 | $243k | 600.00 | 405.19 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $230k | 2.1k | 107.25 | |
| Cisco Systems (CSCO) | 0.2 | $219k | 4.2k | 51.74 | |
| Nio Spon Ads (NIO) | 0.2 | $192k | 20k | 9.69 | |
| LCNB (LCNB) | 0.2 | $170k | 12k | 14.76 |
