The Analysis of Axim Planning & Wealth's Holdings
Currently, Axim Planning & Wealth holds 81 types of securities in its portfolio with a total value $125.7M. In the most recent quarter, they have increased their positions in EXEL (+21.8K shares, valued at $901.0K), BIL (+9.8K shares, valued at $895.1K), ARCM (+6.7K shares, valued at $669.2K); decreased their positions in QUAL (-2.5K shares, valued at $478.1K), EH (-23.9K shares, valued at $443.2K), IVW (-3.6K shares, valued at $435.6K); initiated new positions in EXEL (+21.8K shares, valued at $901.0K), BIL (+9.8K shares, valued at $895.1K), BSJR (+28.7K shares, valued at $653.3K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
EH EHANG HLDGS LTD4.4M shares-0.54%2025-09-302025-11-05
HPF HANCOCK JOHN PFD INCOME FD I332.8K shares3.34%2025-09-302025-11-05 CLF CLEVELAND-CLIFFS INC NEW241.3K shares0.32%2025-09-302025-11-05 ARCM ARROW INVTS TR21.2K shares45.96%2025-09-302025-11-05 NIO NIO INC164.6K shares97.46%2025-09-302025-11-05 BTAL AGF INVTS TR77.0K shares-19.43%2025-09-302025-11-05 MSFT MICROSOFT CORP2.2K shares-9.98%2025-09-302025-11-05 XLK SELECT SECTOR SPDR TR3.6K shares-1.26%2025-09-302025-11-05 EXEL EXELIXIS INC21.8K sharesnew addition2025-09-302025-11-05 BIL SPDR SERIES TRUST9.8K sharesnew addition2025-09-302025-11-05 PG PROCTER AND GAMBLE CO5.3K shares-4.92%2025-09-302025-11-05 USB US BANCORP DEL15.7K shares1.94%2025-09-302025-11-05 NVDA NVIDIA CORPORATION3.6K shares94.10%2025-09-302025-11-05 PM PHILIP MORRIS INTL INC4.1K shares0.00%2025-09-302025-11-05 BSJR INVESCO EXCH TRD SLF IDX FD28.7K sharesnew addition2025-09-302025-11-05 SMIZ ZACKS TRUST17.5K sharesnew addition2025-09-302025-11-05 ZECP ZACKS TRUST19.1K sharesnew addition2025-09-302025-11-05 ANET ARISTA NETWORKS INC4.3K sharesnew addition2025-09-302025-11-05 SHOP SHOPIFY INC4.2K sharesnew addition2025-09-302025-11-05 V VISA INC1.8K sharesnew addition2025-09-302025-11-05 BSJP INVESCO EXCH TRD SLF IDX FD26.5K sharesnew addition2025-09-302025-11-05 BSJS INVESCO EXCH TRD SLF IDX FD27.7K sharesnew addition2025-09-302025-11-05 TSLA TESLA INC1.4K shares-34.77%2025-09-302025-11-05 BSJQ INVESCO EXCH TRD SLF IDX FD25.9K sharesnew addition2025-09-302025-11-05 BSJT INVESCO EXCH TRD SLF IDX FD28.0K sharesnew addition2025-09-302025-11-05 SNEX STONEX GROUP INC5.9K sharesnew addition2025-09-302025-11-05 EXPE EXPEDIA GROUP INC2.7K sharesnew addition2025-09-302025-11-05 JBL JABIL INC2.7K sharesnew addition2025-09-302025-11-05 GROZ ZACKS TRUST19.3K sharesnew addition2025-09-302025-11-05 CRM SALESFORCE INC2.4K sharesnew addition2025-09-302025-11-05 CL COLGATE PALMOLIVE CO7.0K sharesnew addition2025-09-302025-11-05 JPM JPMORGAN CHASE & CO.1.7K shares-5.09%2025-09-302025-11-05 AGG ISHARES TR4.3K shares48.48%2025-09-302025-11-05 XLC SELECT SECTOR SPDR TR3.6K shares-2.04%2025-09-302025-11-05 XLP SELECT SECTOR SPDR TR5.3K shares107.53%2025-09-302025-11-05 AMD ADVANCED MICRO DEVICES INC2.5K shares-22.02%2025-09-302025-11-05 CAT CATERPILLAR INC832 shares4.00%2025-09-302025-11-05 RSP INVESCO EXCHANGE TRADED FD T2.1K shares-1.14%2025-09-302025-11-05 CTA SIMPLIFY EXCHANGE TRADED FUN13.9K shares-48.99%2025-09-302025-11-05 IEFA ISHARES TR4.3K sharesnew addition2025-09-302025-11-05 XLF SELECT SECTOR SPDR TR6.9K shares10.39%2025-09-302025-11-05 GTO INVESCO ACTIVELY MANAGED EXC7.4K shares-14.64%2025-09-302025-11-05 SLV ISHARES SILVER TR8.1K sharesnew addition2025-09-302025-11-05 XLU SELECT SECTOR SPDR TR3.9K sharesnew addition2025-09-302025-11-05 SOFI SOFI TECHNOLOGIES INC12.9K shares-17.39%2025-09-302025-11-05 TLT ISHARES TR3.6K sharesnew addition2025-09-302025-11-05 IJH ISHARES TR4.7K shares-3.12%2025-09-302025-11-05 PPA INVESCO EXCHANGE TRADED FD T2.0K sharesnew addition2025-09-302025-11-05 VTV VANGUARD INDEX FDS1.6K shares-3.70%2025-09-302025-11-05 MDLZ MONDELEZ INTL INC4.7K shares4.81%2025-09-302025-11-05 GILD GILEAD SCIENCES INC2.6K sharesnew addition2025-09-302025-11-05 KO COCA COLA CO4.4K sharesnew addition2025-09-302025-11-05 TLH ISHARES TR2.8K sharesnew addition2025-09-302025-11-05 VBK VANGUARD INDEX FDS967 shares-2.32%2025-09-302025-11-05 MOH MOLINA HEALTHCARE INC1.4K sharesnew addition2025-09-302025-11-05 VEA VANGUARD TAX-MANAGED FDS4.4K shares-2.18%2025-09-302025-11-05 VBR VANGUARD INDEX FDS1.3K shares-2.75%2025-09-302025-11-05 CLS CELESTICA INC1.1K shares-57.29%2025-09-302025-11-05 IVW ISHARES TR2.2K shares-62.36%2025-09-302025-11-05 CW CURTISS WRIGHT CORP479 sharesnew addition2025-09-302025-11-05 META META PLATFORMS INC354 shares-14.70%2025-09-302025-11-05 COR CENCORA INC815 sharesnew addition2025-09-302025-11-05 IVE ISHARES TR1.2K shares-26.33%2025-09-302025-11-05 XLV SELECT SECTOR SPDR TR1.8K shares6.03%2025-09-302025-11-05 LNTH LANTHEUS HLDGS INC4.9K sharesnew addition2025-09-302025-11-05 HQY HEALTHEQUITY INC2.6K sharesnew addition2025-09-302025-11-05 PBH PRESTIGE CONSMR HEALTHCARE I3.9K sharesnew addition2025-09-302025-11-05 XOM EXXON MOBIL CORP2.1K shares-4.00%2025-09-302025-11-05 XLY SELECT SECTOR SPDR TR976 shares-5.06%2025-09-302025-11-05 SFM SPROUTS FMRS MKT INC2.1K sharesnew addition2025-09-302025-11-05 GOVI INVESCO EXCH TRADED FD TR II8.3K shares-17.33%2025-09-302025-11-05 ACIO ETF SER SOLUTIONS5.3K shares-22.39%2025-09-302025-11-05 VUG VANGUARD INDEX FDS473 shares-4.64%2025-09-302025-11-05 QUAL ISHARES TR1.2K shares-68.01%2025-09-302025-11-05 RBRK RUBRIK INC.2.6K sharesnew addition2025-09-302025-11-05 AMZN AMAZON COM INC958 shares-24.27%2025-09-302025-11-05 LCNB LCNB CORP11.5K shares0.00%2025-09-302025-11-05 GRAB GRAB HOLDINGS LIMITED19.1K shares-52.92%2025-09-302025-11-05 LUNR INTUITIVE MACHINES INC10.8K sharesnew addition2025-09-302025-11-05 ENVX ENOVIX CORPORATION11.0K shares-55.31%2025-09-302025-11-05 GERN GERON CORP10.6K sharesnew addition2025-09-302025-11-05 Call Option Holdings
EH Call CallEHANG HLDGS LTD49.5K sharesnew addition2025-09-302025-11-05 Put Option Holdings
No put option holdings data available