Axim Planning & Wealth

Axim Planning & Wealth as of March 31, 2025

Portfolio Holdings for Axim Planning & Wealth

Axim Planning & Wealth holds 45 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ehang Hldgs Ads (EH) 81.3 $92M 4.4M 20.89
John Hancock Pref. Income Fund II (HPF) 4.9 $5.5M 333k 16.62
Cleveland-cliffs (CLF) 1.6 $1.8M 222k 8.22
Procter & Gamble Company (PG) 0.8 $951k 5.6k 170.42
Microsoft Corporation (MSFT) 0.8 $886k 2.4k 375.39
Agf Invts Tr Us Market Netrl (BTAL) 0.8 $865k 42k 20.84
Us Bancorp Del Com New (USB) 0.6 $651k 15k 42.22
Philip Morris International (PM) 0.6 $647k 4.1k 158.73
Tesla Motors (TSLA) 0.4 $471k 1.8k 259.16
Cintas Corporation (CTAS) 0.4 $466k 2.3k 205.53
JPMorgan Chase & Co. (JPM) 0.4 $459k 1.9k 245.30
Select Sector Spdr Tr Technology (XLK) 0.4 $423k 2.0k 206.48
Simplify Exchange Traded Fun Managed Futures (CTA) 0.3 $374k 13k 29.60
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $332k 1.9k 173.23
Ishares Tr S&p 500 Val Etf (IVE) 0.3 $325k 1.7k 190.58
Mondelez Intl Cl A (MDLZ) 0.3 $306k 4.5k 67.85
Advanced Micro Devices (AMD) 0.3 $296k 2.9k 102.74
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $294k 551.00 532.58
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.3 $290k 1.6k 186.29
Vanguard Index Fds Value Etf (VTV) 0.3 $287k 1.7k 172.74
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.3 $283k 1.1k 251.77
Nike CL B (NKE) 0.2 $278k 4.4k 63.48
Pimco Etf Tr Active Bd Etf (BOND) 0.2 $275k 3.0k 92.47
Caterpillar (CAT) 0.2 $269k 816.00 329.80
Exxon Mobil Corporation (XOM) 0.2 $266k 2.2k 118.93
Etf Ser Solutions Aptus Collrd Inv (ACIO) 0.2 $266k 6.9k 38.69
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $250k 4.3k 58.35
Altria (MO) 0.2 $248k 4.1k 60.02
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $246k 4.8k 50.83
Meta Platforms Cl A (META) 0.2 $239k 415.00 576.36
Ishares Tr Core S&p500 Etf (IVV) 0.2 $229k 407.00 561.90
Goldman Sachs (GS) 0.2 $228k 418.00 546.29
Dave Class A Com New (DAVE) 0.2 $224k 2.7k 82.66
Etf Ser Solutions Aptus Drawdown (ADME) 0.2 $221k 5.0k 44.41
Select Sector Spdr Tr Financial (XLF) 0.2 $218k 4.4k 49.81
Nio Spon Ads (NIO) 0.2 $217k 57k 3.81
Applovin Corp Com Cl A (APP) 0.2 $215k 813.00 264.97
Amazon (AMZN) 0.2 $211k 1.1k 190.26
Credo Technology Group Holdi Ordinary Shares (CRDO) 0.2 $204k 5.1k 40.16
NVIDIA Corporation (NVDA) 0.2 $204k 1.9k 108.38
Sofi Technologies (SOFI) 0.2 $170k 15k 11.63
LCNB (LCNB) 0.2 $170k 12k 14.79
Enovix Corp (ENVX) 0.1 $139k 19k 7.34
Quantumscape Corp Com Cl A (QS) 0.0 $52k 13k 4.16
Lucid Group 0.0 $35k 15k 2.42