Axis Wealth Partners

Axis Wealth Partners as of June 30, 2025

Portfolio Holdings for Axis Wealth Partners

Axis Wealth Partners holds 147 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wisdomtree Tr Us Qtly Div Grt (DGRW) 3.7 $5.7M 68k 83.74
Vanguard Index Fds S&p 500 Etf Shs (VOO) 3.7 $5.6M 9.9k 568.01
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 3.7 $5.6M 122k 45.75
Vanguard Whitehall Fds Intl High Etf (VYMI) 3.5 $5.4M 67k 80.11
Schwab Strategic Tr Us Dividend Eq (SCHD) 2.5 $3.9M 146k 26.50
Ishares Tr S&p 500 Val Etf (IVE) 2.5 $3.7M 19k 195.42
Fidelity Covington Trust High Divid Etf (FDVV) 2.3 $3.5M 67k 52.02
Vanguard Index Fds Growth Etf (VUG) 2.2 $3.4M 7.8k 438.41
Ishares Tr S&p 500 Grwt Etf (IVW) 2.2 $3.3M 30k 110.10
Ishares Tr Core S&p Mcp Etf (IJH) 2.1 $3.3M 53k 62.02
Vanguard Specialized Funds Div App Etf (VIG) 2.1 $3.2M 16k 204.66
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 2.0 $3.0M 88k 34.57
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.9 $2.9M 4.7k 617.91
Dimensional Etf Trust Us Mktwide Value (DFUV) 1.9 $2.9M 69k 42.28
Victory Portfolios Ii Core Intermediat (UITB) 1.9 $2.9M 61k 47.07
Ishares Tr Rus Mid Cap Etf (IWR) 1.7 $2.6M 29k 91.97
Ishares Tr 0-3 Mnth Treasry (SGOV) 1.7 $2.6M 25k 100.69
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 1.6 $2.5M 48k 52.34
Wisdomtree Tr Emer Mkt High Fd (DEM) 1.6 $2.4M 52k 45.29
Apple (AAPL) 1.5 $2.2M 11k 205.18
Ishares Tr Core Us Aggbd Et (AGG) 1.4 $2.1M 21k 99.20
Vanguard Whitehall Fds High Div Yld (VYM) 1.3 $2.0M 15k 133.31
Ishares Tr Eafe Grwth Etf (EFG) 1.2 $1.8M 16k 112.00
Dimensional Etf Trust Us Core Equity 2 (DFAC) 1.1 $1.7M 47k 35.84
Amazon (AMZN) 1.1 $1.7M 7.6k 219.39
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 1.0 $1.5M 3.9k 396.58
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.0 $1.5M 8.3k 181.74
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.9 $1.4M 12k 123.58
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) 0.9 $1.4M 66k 20.41
Ishares Tr Eafe Value Etf (EFV) 0.9 $1.3M 21k 63.48
Spdr Series Trust S&p Divid Etf (SDY) 0.9 $1.3M 9.6k 135.72
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.8 $1.3M 22k 57.01
Ishares Tr S&p Mc 400gr Etf (IJK) 0.8 $1.3M 14k 90.98
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.8 $1.2M 11k 109.20
Wisdomtree Tr Us High Dividend (DHS) 0.8 $1.2M 14k 89.31
Columbia Etf Tr I Resh Enhnc Cor (RECS) 0.8 $1.2M 33k 36.79
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.8 $1.2M 15k 79.50
Ishares Tr Intl Sel Div Etf (IDV) 0.8 $1.2M 35k 34.51
Verizon Communications (VZ) 0.8 $1.2M 27k 43.27
Ishares Tr Core S&p Scp Etf (IJR) 0.8 $1.1M 11k 109.29
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.7 $1.1M 13k 82.86
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.7 $1.1M 17k 63.71
J P Morgan Exchange Traded F Active Growth (JGRO) 0.7 $1.1M 13k 86.07
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.7 $1.1M 1.9k 551.70
Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.7 $1.1M 37k 29.28
Ishares Tr Msci Eafe Etf (EFA) 0.7 $1.1M 12k 89.39
Ishares Tr Core S&p Us Gwt (IUSG) 0.7 $1.1M 7.0k 150.41
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.7 $1.0M 11k 95.77
Ishares Tr Esg Awr Msci Usa (ESGU) 0.7 $1.0M 7.4k 135.29
Ishares Tr Rus 1000 Grw Etf (IWF) 0.6 $986k 2.3k 424.62
Microsoft Corporation (MSFT) 0.6 $985k 2.0k 497.43
Dimensional Etf Trust Core Fixed Incom (DFCF) 0.6 $973k 23k 42.26
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.6 $869k 11k 80.65
Victory Portfolios Ii Vcshs Us Eq Incm (CDC) 0.5 $832k 13k 63.71
Spdr Series Trust Portfolio S&p600 (SPSM) 0.5 $809k 19k 42.60
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.5 $773k 15k 53.29
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.5 $747k 13k 56.85
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.5 $746k 14k 53.96
Legg Mason Etf Invt Franklin Intl Lw (LVHI) 0.5 $709k 22k 32.55
NVIDIA Corporation (NVDA) 0.4 $673k 4.3k 158.01
American Centy Etf Tr Avantis Us Small (AVSC) 0.4 $665k 13k 51.57
Altria (MO) 0.4 $664k 11k 58.63
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.4 $659k 7.7k 85.21
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 0.4 $635k 14k 47.06
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.4 $633k 11k 59.81
J P Morgan Exchange Traded F Income Etf (JPIE) 0.4 $628k 14k 46.32
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 0.4 $622k 20k 31.80
JPMorgan Chase & Co. (JPM) 0.4 $615k 2.1k 289.91
Vanguard Scottsdale Fds Total Corp Bnd (VTC) 0.4 $588k 7.6k 77.33
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.4 $587k 3.0k 194.98
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.4 $581k 7.0k 82.92
Ishares Tr Rus 1000 Val Etf (IWD) 0.4 $577k 3.0k 194.23
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.4 $574k 4.7k 121.38
Dimensional Etf Trust Us High Profitab (DUHP) 0.4 $573k 16k 35.56
Ishares Core Msci Emkt (IEMG) 0.4 $570k 9.5k 60.03
At&t (T) 0.4 $564k 20k 28.94
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.4 $553k 8.0k 69.09
Exxon Mobil Corporation (XOM) 0.4 $545k 5.1k 107.80
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $544k 11k 49.46
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.4 $544k 13k 42.36
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) 0.4 $540k 9.3k 57.78
Vanguard Index Fds Value Etf (VTV) 0.4 $533k 3.0k 176.72
Wells Fargo & Company (WFC) 0.3 $525k 6.6k 80.13
Meta Platforms Cl A (META) 0.3 $513k 695.00 737.99
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.3 $513k 4.7k 109.62
Alphabet Cap Stk Cl A (GOOGL) 0.3 $511k 2.9k 176.20
UnitedHealth (UNH) 0.3 $500k 1.6k 311.89
Texas Instruments Incorporated (TXN) 0.3 $497k 2.4k 207.59
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.3 $492k 1.8k 276.87
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.3 $487k 6.0k 81.66
Qualcomm (QCOM) 0.3 $479k 3.0k 159.29
Wp Carey (WPC) 0.3 $478k 7.7k 62.38
Ishares Tr Sp Smcp600vl Etf (IJS) 0.3 $469k 4.7k 99.48
J P Morgan Exchange Traded F Hedged Equity La (HELO) 0.3 $468k 7.5k 62.58
Ishares Tr Core S&p500 Etf (IVV) 0.3 $468k 753.00 621.14
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $441k 6.0k 73.64
Bank of America Corporation (BAC) 0.3 $438k 9.3k 47.32
Fidelity Covington Trust Enhanced Intl (FENI) 0.3 $434k 13k 33.26
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.3 $413k 8.3k 49.51
Iron Mountain (IRM) 0.3 $413k 4.0k 102.58
Wisdomtree Tr Futre Strat Fd (WTMF) 0.3 $402k 11k 35.30
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $393k 1.3k 303.87
McDonald's Corporation (MCD) 0.2 $378k 1.3k 292.19
Ishares Tr Tips Bd Etf (TIP) 0.2 $367k 3.3k 110.05
Tesla Motors (TSLA) 0.2 $365k 1.2k 317.57
Ishares Tr S&P SML 600 GWT (IJT) 0.2 $354k 2.7k 133.05
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $353k 12k 29.21
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 0.2 $352k 3.6k 98.24
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.2 $341k 6.9k 49.64
Fidelity Covington Trust Enhanced Large (FELC) 0.2 $341k 9.9k 34.49
Ishares Tr Us Aer Def Etf (ITA) 0.2 $336k 1.8k 188.64
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM) 0.2 $327k 6.0k 54.31
Wisdomtree Tr Itl High Div Fd (DTH) 0.2 $319k 6.9k 46.33
Palantir Technologies Cl A (PLTR) 0.2 $315k 2.3k 136.31
Abbvie (ABBV) 0.2 $313k 1.7k 185.65
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $311k 640.00 485.45
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON) 0.2 $300k 12k 24.89
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $296k 2.2k 135.03
Astrazeneca Sponsored Adr 0.2 $284k 4.1k 69.88
Pfizer (PFE) 0.2 $280k 12k 24.24
Ishares Tr National Mun Etf (MUB) 0.2 $277k 2.7k 104.47
Ishares Tr Esg Optimized (SUSA) 0.2 $275k 2.2k 126.77
Digital Realty Trust (DLR) 0.2 $271k 1.6k 174.38
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $264k 3.0k 89.07
Spdr Series Trust Bloomberg High Y (JNK) 0.2 $263k 2.7k 97.28
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $251k 898.00 279.92
Ishares Tr Core Msci Eafe (IEFA) 0.2 $250k 3.0k 83.47
Victory Portfolios Ii Short Trm Bd Etf (USTB) 0.2 $250k 4.9k 50.82
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.2 $247k 5.9k 41.59
Ishares Tr Russell 2000 Etf (IWM) 0.2 $246k 1.1k 215.78
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $246k 1.1k 226.40
Ishares Tr Us Treas Bd Etf (GOVT) 0.2 $243k 11k 22.98
Ishares Tr Msci Usa Mmentm (MTUM) 0.2 $237k 987.00 240.32
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $235k 4.8k 49.03
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $232k 1.7k 138.69
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $225k 7.3k 30.68
MetLife (MET) 0.1 $225k 2.8k 80.41
Wisdomtree Tr Intl Qulty Div (IQDG) 0.1 $220k 5.5k 39.64
Philip Morris International (PM) 0.1 $218k 1.2k 182.20
Chevron Corporation (CVX) 0.1 $211k 1.5k 143.20
Rbc Cad (RY) 0.1 $211k 1.6k 131.55
Caterpillar (CAT) 0.1 $207k 534.00 387.98
AeroVironment (AVAV) 0.1 $206k 723.00 284.95
Wisdomtree Tr Us Smallcap Divd (DES) 0.1 $202k 6.3k 31.76
Coca-Cola Company (KO) 0.1 $201k 2.8k 70.76
Global X Fds Nasdaq 100 Cover (QYLD) 0.1 $201k 12k 16.72
Ceragon Networks Ord (CRNT) 0.0 $26k 11k 2.46