Axim Planning & Wealth

Axim Planning & Wealth as of March 31, 2026

Portfolio Holdings for Axim Planning & Wealth

Axim Planning & Wealth holds 83 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ehang Hldgs Ads (EH) 48.4 $40M 4.1M 9.71
John Hancock Pref. Income Fund II (HPF) 5.2 $4.2M 272k 15.61
Spdr Series Trust State Street Spd (BIL) 2.8 $2.3M 25k 91.64
Arrow Invts Tr Resv Cap Etf (ARCM) 1.9 $1.6M 16k 100.06
Nio Spon Ads (NIO) 1.4 $1.1M 190k 6.03
Agf Invts Tr Us Market Netrl (BTAL) 1.3 $1.1M 76k 13.96
Microsoft Corporation (MSFT) 1.1 $924k 2.5k 370.17
Zacks Trust Focus Growth Etf (GROZ) 1.1 $905k 33k 27.57
Select Sector Spdr Tr State Street Tec (XLK) 1.1 $904k 6.8k 132.90
Cleveland-cliffs (CLF) 1.0 $840k 99k 8.45
Us Bancorp Com New (USB) 1.0 $818k 16k 52.01
Zacks Trust Small/mid Cap (SMIZ) 1.0 $811k 22k 37.07
Procter & Gamble Company (PG) 1.0 $808k 5.6k 144.44
Zacks Trust Earngs Constant (ZECP) 0.9 $767k 23k 33.83
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR) 0.9 $729k 33k 22.36
Invesco Exch Trd Slf Idx Buletshs 2029 Hg (BSJT) 0.9 $711k 34k 21.04
Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS) 0.9 $710k 33k 21.68
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) 0.9 $708k 31k 23.18
Invesco Exch Trd Slf Idx Bulletshs 2030 (BSJU) 0.8 $694k 27k 25.59
Philip Morris International (PM) 0.8 $674k 4.1k 165.34
Ishares Tr Core Us Aggbd Et (AGG) 0.8 $635k 6.4k 99.27
Altria (MO) 0.8 $633k 9.6k 65.99
Caterpillar (CAT) 0.7 $589k 832.00 708.46
NVIDIA Corporation (NVDA) 0.7 $572k 3.3k 174.40
Select Sector Spdr Tr State Street Uti (XLU) 0.7 $557k 12k 45.89
Exelixis (EXEL) 0.6 $519k 12k 42.89
Tesla Motors (TSLA) 0.6 $513k 1.4k 371.75
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.6 $492k 5.7k 86.69
Invesco Exchange Traded Fd T Aerospace Defn (PPA) 0.6 $486k 2.9k 165.70
Simplify Exchange Traded Fun Managed Futures (CTA) 0.6 $483k 16k 30.22
Ishares Tr Core S&p Mcp Etf (IJH) 0.6 $478k 7.1k 67.53
Apple (AAPL) 0.6 $459k 1.8k 253.79
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $458k 956.00 479.20
JPMorgan Chase & Co. (JPM) 0.6 $454k 1.5k 294.16
Bristol Myers Squibb (BMY) 0.5 $450k 7.4k 60.65
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.5 $441k 14k 30.68
salesforce (CRM) 0.5 $428k 2.3k 186.67
Lam Research Corp Com New (LRCX) 0.5 $427k 2.0k 213.66
Advanced Micro Devices (AMD) 0.5 $412k 2.0k 203.43
Expedia Group Com New (EXPE) 0.5 $409k 1.8k 230.89
Zacks Trust Quality Internat (QUIZ) 0.5 $397k 15k 26.96
Arista Networks Com Shs (ANET) 0.5 $394k 3.2k 122.78
Qualcomm (QCOM) 0.5 $394k 3.1k 128.78
Select Sector Spdr Tr State Street Con (XLP) 0.5 $376k 4.6k 81.98
Zeta Global Holdings Corp Cl A (ZETA) 0.4 $371k 23k 15.92
Exxon Mobil Corporation (XOM) 0.4 $361k 2.1k 169.66
Select Sector Spdr Tr State Street Com (XLC) 0.4 $352k 3.2k 110.86
Rubrik Cl A (RBRK) 0.4 $340k 6.9k 48.97
Grab Holdings Class A Ord (GRAB) 0.4 $333k 91k 3.66
Oscar Health Cl A (OSCR) 0.4 $325k 28k 11.47
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.4 $316k 1.0k 302.27
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.4 $309k 1.4k 217.31
Nike CL B (NKE) 0.4 $309k 5.8k 52.82
Commscope Hldg (VISN) 0.4 $297k 16k 18.20
Novo-nordisk A S Adr (NVO) 0.3 $288k 7.8k 36.75
Celestica (CLS) 0.3 $279k 992.00 281.68
Select Sector Spdr Tr State Street Hea (XLV) 0.3 $270k 1.8k 146.61
Mondelez Intl Cl A (MDLZ) 0.3 $267k 4.6k 57.64
Ishares Silver Tr Ishares (SLV) 0.3 $257k 3.8k 68.14
Thredup Cl A (TDUP) 0.3 $254k 77k 3.28
Ishares Tr S&p 500 Val Etf (IVE) 0.3 $252k 1.2k 211.15
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.3 $250k 2.5k 100.72
Invesco Db Us Dlr Index Tr Bullish Fd (UUP) 0.3 $242k 8.7k 27.78
Spdr Gold Tr Gold Shs (GLD) 0.3 $240k 558.00 430.29
Hims & Hers Health Com Cl A (HIMS) 0.3 $232k 11k 20.76
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.3 $229k 1.2k 191.81
Select Sector Spdr Tr State Street Fin (XLF) 0.3 $229k 4.6k 49.37
Invesco Actively Managed Exc Var Rate Invt (VRIG) 0.3 $226k 9.0k 25.04
Invesco Actively Managed Exc Total Return (GTO) 0.3 $226k 4.8k 46.83
UnitedHealth (UNH) 0.3 $216k 799.00 270.63
Vanguard Index Fds Growth Etf (VUG) 0.3 $216k 495.00 436.81
Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $214k 1.9k 113.12
Meta Platforms Cl A (META) 0.3 $213k 373.00 572.13
Select Sector Spdr Tr State Street Ind (XLI) 0.3 $208k 1.3k 161.73
Intuitive Machines Class A Com (LUNR) 0.2 $204k 11k 18.56
Amazon (AMZN) 0.2 $202k 970.00 208.27
Select Sector Spdr Tr State Street Con (XLY) 0.2 $202k 1.9k 108.98
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $201k 6.9k 29.13
Goldman Sachs (GS) 0.2 $201k 237.00 845.99
Sofi Technologies (SOFI) 0.2 $183k 12k 15.88
LCNB (LCNB) 0.2 $179k 12k 15.59
Marathon Digital Holdings In (MARA) 0.2 $167k 21k 8.16
Evgo Cl A Com (EVGO) 0.0 $21k 12k 1.72