Axim Planning & Wealth

Axim Planning & Wealth as of Sept. 30, 2023

Portfolio Holdings for Axim Planning & Wealth

Axim Planning & Wealth holds 28 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ehang Hldgs Ads (EH) 59.6 $68M 3.7M 18.02
Kraneshares Tr Csi Chi Internet (KWEB) 25.7 $29M 1.1M 27.37
Carnival Corp Common Stock (CCL) 5.3 $6.0M 441k 13.72
Procter & Gamble Company (PG) 1.0 $1.1M 7.5k 145.86
Microsoft Corporation (MSFT) 0.7 $849k 2.7k 315.75
JPMorgan Chase & Co. (JPM) 0.6 $697k 4.8k 145.02
Nio Spon Ads (NIO) 0.6 $687k 76k 9.04
Etf Ser Solutions Aptus Drawdown (ADME) 0.6 $677k 19k 35.05
Etf Ser Solutions Aptus Collrd Inv (ACIO) 0.6 $671k 22k 30.43
Alibaba Group Hldg Sponsored Ads (BABA) 0.5 $552k 6.4k 86.74
Us Bancorp Del Com New (USB) 0.5 $518k 16k 33.06
Proshares Tr Ii Ultra Bloomberg 0.5 $515k 9.5k 54.38
Etf Ser Solutions Aptus Defined (DRSK) 0.4 $481k 21k 23.31
Philip Morris International (PM) 0.3 $388k 4.2k 92.58
Royal Caribbean Cruises (RCL) 0.3 $378k 4.1k 92.14
Starbucks Corporation (SBUX) 0.3 $305k 3.3k 91.27
Mondelez Intl Cl A (MDLZ) 0.3 $303k 4.4k 69.40
Altria (MO) 0.2 $283k 6.7k 42.05
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.2 $275k 4.8k 57.60
Exxon Mobil Corporation (XOM) 0.2 $271k 2.3k 117.58
Exchange Listed Fds Tr Cabana Target 13 0.2 $229k 11k 21.38
Deere & Company (DE) 0.2 $226k 600.00 377.38
Merck & Co (MRK) 0.2 $226k 2.2k 102.95
Caterpillar (CAT) 0.2 $218k 800.00 273.00
Cisco Systems (CSCO) 0.2 $216k 4.0k 53.76
LCNB (LCNB) 0.1 $164k 12k 14.27
Sofi Technologies (SOFI) 0.1 $153k 19k 7.99
American Airls (AAL) 0.1 $140k 11k 12.81