Sponsored

The Analysis of Axim Planning & Wealth's Holdings & P&L

Currently, Axim Planning & Wealth holds 83 types of securities in its portfolio with a total value $82.1M. In the most recent quarter, they have increased their positions in BIL (+7.7K shares, valued at $710.1K), ARCM (+6.5K shares, valued at $653.1K), SCHD (+14.4K shares, valued at $441.1K); decreased their positions in HPF (-50.8K shares, valued at $792.3K), N/A (-1.8K shares, valued at $386.7K), BMY (-5.2K shares, valued at $313.9K); initiated new positions in SCHD (+14.4K shares, valued at $441.1K), CRM (+2.3K shares, valued at $427.8K), EXPE (+1.8K shares, valued at $408.9K).

1M P&L

-791.8K-1.04%

3M P&L

-8.8M-10.49%

HY P&L

-15.6M-17.19%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Aerospace & Defense54.5M

59.5%

2N/A22.5M

24.5%

3Tobacco1.4M

1.6%

Top Industries by Stock Count

1N/A35 stocks

52.2%

2Software - Infrastructure3 stocks

4.5%

3Software - Application2 stocks

3.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

EH EHANG HLDGS LTD4.1M shares-0.16%2026-03-312026-05-14

HPF HANCOCK JOHN PFD INCOME FD I272.3K shares-15.71%2026-03-312026-05-14

BIL SPDR SERIES TRUST25.3K shares44.10%2026-03-312026-05-14

ARCM ARROW INVTS TR16.0K shares68.76%2026-03-312026-05-14

BTAL AGF INVTS TR75.7K shares24.17%2026-03-312026-05-14

MSFT MICROSOFT CORP2.5K shares48.37%2026-03-312026-05-14

GROZ ZACKS TRUST32.8K shares11.87%2026-03-312026-05-14

XLK SELECT SECTOR SPDR TR6.8K shares-0.63%2026-03-312026-05-14

Sponsored

CLF CLEVELAND-CLIFFS INC NEW99.4K shares24.41%2026-03-312026-05-14

USB US BANCORP15.7K shares0.00%2026-03-312026-05-14

SMIZ ZACKS TRUST21.9K shares6.07%2026-03-312026-05-14

PG PROCTER & GAMBLE CO5.6K shares-13.60%2026-03-312026-05-14

ZECP ZACKS TRUST22.7K shares4.83%2026-03-312026-05-14

NIO NIO INC126.3K shares-3.95%2026-03-312026-05-14

BSJR INVESCO EXCH TRD SLF IDX FD32.6K shares-1.20%2026-03-312026-05-14

BSJT INVESCO EXCH TRD SLF IDX FD33.8K shares3.34%2026-03-312026-05-14

Sponsored

BSJS INVESCO EXCH TRD SLF IDX FD32.7K shares0.71%2026-03-312026-05-14

BSJQ INVESCO EXCH TRD SLF IDX FD30.6K shares2.24%2026-03-312026-05-14

BSJU INVESCO EXCH TRD SLF IDX FD27.1K shares4.02%2026-03-312026-05-14

PM PHILIP MORRIS INTL INC4.1K shares0.00%2026-03-312026-05-14

AGG ISHARES TR6.4K shares13.14%2026-03-312026-05-14

MO ALTRIA GROUP INC9.6K shares-27.98%2026-03-312026-05-14

CAT CATERPILLAR INC832 shares0.00%2026-03-312026-05-14

NVDA NVIDIA CORPORATION3.3K shares-15.62%2026-03-312026-05-14

Sponsored

XLU SELECT SECTOR SPDR TR12.1K shares40.41%2026-03-312026-05-14

EXEL EXELIXIS INC12.1K shares120.31%2026-03-312026-05-14

TSLA TESLA INC1.4K shares0.95%2026-03-312026-05-14

TLT ISHARES TR5.7K shares39.82%2026-03-312026-05-14

PPA INVESCO EXCHANGE TRADED FD T2.9K shares29.01%2026-03-312026-05-14

CTA SIMPLIFY EXCHANGE TRADED FUN16.0K shares26.32%2026-03-312026-05-14

IJH ISHARES TR7.1K shares45.73%2026-03-312026-05-14

AAPL APPLE INC1.8K shares-22.56%2026-03-312026-05-14

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL956 shares32.41%2026-03-312026-05-14

JPM JPMORGAN CHASE & CO1.5K shares-4.81%2026-03-312026-05-14

BMY BRISTOL-MYERS SQUIBB CO7.4K shares-41.06%2026-03-312026-05-14

SCHD SCHWAB STRATEGIC TR14.4K sharesnew addition2026-03-312026-05-14

CRM SALESFORCE INC2.3K sharesnew addition2026-03-312026-05-14

LAM RESEARCH CORP LAM RESEARCH CORP2.0K shares-47.56%2026-03-312026-05-14

AMD ADVANCED MICRO DEVICES INC2.0K shares3.79%2026-03-312026-05-14

EXPE EXPEDIA GROUP INC1.8K sharesnew addition2026-03-312026-05-14

Sponsored

QUIZ ZACKS TRUST14.7K shares8.55%2026-03-312026-05-14

ARISTA NETWORKS INC ARISTA NETWORKS INC3.2K shares-28.33%2026-03-312026-05-14

QCOM QUALCOMM INC3.1K sharesnew addition2026-03-312026-05-14

XLP SELECT SECTOR SPDR TR4.6K shares-18.71%2026-03-312026-05-14

ZETA ZETA GLOBAL HOLDINGS CORP23.3K sharesnew addition2026-03-312026-05-14

XOM EXXON MOBIL CORP2.1K shares-1.71%2026-03-312026-05-14

XLC SELECT SECTOR SPDR TR3.2K shares-7.84%2026-03-312026-05-14

RBRK RUBRIK INC.6.9K shares93.07%2026-03-312026-05-14

Sponsored

GRAB GRAB HOLDINGS LIMITED91.1K shares83.45%2026-03-312026-05-14

OSCR OSCAR HEALTH INC28.3K sharesnew addition2026-03-312026-05-14

VBK VANGUARD INDEX FDS1.0K shares10.70%2026-03-312026-05-14

VBR VANGUARD INDEX FDS1.4K shares15.42%2026-03-312026-05-14

NKE NIKE INC5.8K shares64.56%2026-03-312026-05-14

COMM VISTANCE NETWORKS INC16.3K sharesnew addition2026-03-312026-05-14

NVO NOVO-NORDISK A S7.8K sharesnew addition2026-03-312026-05-14

CELESTICA INC CELESTICA INC992 shares-3.13%2026-03-312026-05-14

Sponsored

XLV SELECT SECTOR SPDR TR1.8K shares11.37%2026-03-312026-05-14

MDLZ MONDELEZ INTL INC4.6K shares0.00%2026-03-312026-05-14

SLV ISHARES SILVER TR3.8K sharesnew addition2026-03-312026-05-14

TDUP THREDUP INC77.3K sharesnew addition2026-03-312026-05-14

IVE ISHARES TR1.2K shares1.79%2026-03-312026-05-14

TLH ISHARES TR2.5K shares-31.31%2026-03-312026-05-14

UUP INVESCO DB US DLR INDEX TR8.7K sharesnew addition2026-03-312026-05-14

GLD SPDR GOLD TR558 sharesnew addition2026-03-312026-05-14

Sponsored

HIMS HIMS & HERS HEALTH INC11.2K sharesnew addition2026-03-312026-05-14

QUAL ISHARES TR1.2K shares4.00%2026-03-312026-05-14

XLF SELECT SECTOR SPDR TR4.6K shares-18.68%2026-03-312026-05-14

VRIG INVESCO ACTIVELY MANAGED EXC9.0K sharesnew addition2026-03-312026-05-14

GTO INVESCO ACTIVELY MANAGED EXC4.8K shares-30.42%2026-03-312026-05-14

UNH UNITEDHEALTH GROUP INC799 sharesnew addition2026-03-312026-05-14

VUG VANGUARD INDEX FDS495 shares12.50%2026-03-312026-05-14

IVW ISHARES TR1.9K shares-1.72%2026-03-312026-05-14

Sponsored

META META PLATFORMS INC373 shares2.19%2026-03-312026-05-14

XLI SELECT SECTOR SPDR TR1.3K sharesnew addition2026-03-312026-05-14

LUNR INTUITIVE MACHINES INC11.0K shares-19.21%2026-03-312026-05-14

AMZN AMAZON COM INC970 sharesnew addition2026-03-312026-05-14

XLY SELECT SECTOR SPDR TR1.9K shares2.72%2026-03-312026-05-14

SCHG SCHWAB STRATEGIC TR6.9K sharesnew addition2026-03-312026-05-14

GS GOLDMAN SACHS GROUP INC237 shares0.00%2026-03-312026-05-14

SOFI SOFI TECHNOLOGIES INC11.5K shares0.00%2026-03-312026-05-14

Sponsored

LCNB LCNB CORP11.5K shares0.00%2026-03-312026-05-14

MARA MARA HOLDINGS INC20.5K sharesnew addition2026-03-312026-05-14

EVGO EVGO INC12.0K sharesnew addition2026-03-312026-05-14

EHANG HLDGS LTD

-0.16%

Shares4.1M

Event2026-03-31

Filed2026-05-14

HPF

HANCOCK JOHN PFD INCOME FD I

-15.71%

Shares272.3K

Event2026-03-31

Filed2026-05-14

BIL

SPDR SERIES TRUST

44.10%

Shares25.3K

Event2026-03-31

Filed2026-05-14

ARCM

ARROW INVTS TR

68.76%

Shares16.0K

Event2026-03-31

Filed2026-05-14

BTAL

AGF INVTS TR

24.17%

Shares75.7K

Event2026-03-31

Filed2026-05-14

MSFT

MICROSOFT CORP

48.37%

Shares2.5K

Event2026-03-31

Filed2026-05-14

GROZ

ZACKS TRUST

11.87%

Shares32.8K

Event2026-03-31

Filed2026-05-14

XLK

SELECT SECTOR SPDR TR

-0.63%

Shares6.8K

Event2026-03-31

Filed2026-05-14

CLF

CLEVELAND-CLIFFS INC NEW

24.41%

Shares99.4K

Event2026-03-31

Filed2026-05-14

USB

US BANCORP

0.00%

Shares15.7K

Event2026-03-31

Filed2026-05-14

SMIZ

ZACKS TRUST

6.07%

Shares21.9K

Event2026-03-31

Filed2026-05-14

PROCTER & GAMBLE CO

-13.60%

Shares5.6K

Event2026-03-31

Filed2026-05-14

ZECP

ZACKS TRUST

4.83%

Shares22.7K

Event2026-03-31

Filed2026-05-14

NIO

NIO INC

-3.95%

Shares126.3K

Event2026-03-31

Filed2026-05-14

BSJR

INVESCO EXCH TRD SLF IDX FD

-1.20%

Shares32.6K

Event2026-03-31

Filed2026-05-14

BSJT

INVESCO EXCH TRD SLF IDX FD

3.34%

Shares33.8K

Event2026-03-31

Filed2026-05-14

BSJS

INVESCO EXCH TRD SLF IDX FD

0.71%

Shares32.7K

Event2026-03-31

Filed2026-05-14

BSJQ

INVESCO EXCH TRD SLF IDX FD

2.24%

Shares30.6K

Event2026-03-31

Filed2026-05-14

BSJU

INVESCO EXCH TRD SLF IDX FD

4.02%

Shares27.1K

Event2026-03-31

Filed2026-05-14

PHILIP MORRIS INTL INC

0.00%

Shares4.1K

Event2026-03-31

Filed2026-05-14

AGG

ISHARES TR

13.14%

Shares6.4K

Event2026-03-31

Filed2026-05-14

ALTRIA GROUP INC

-27.98%

Shares9.6K

Event2026-03-31

Filed2026-05-14

CAT

CATERPILLAR INC

0.00%

Shares832

Event2026-03-31

Filed2026-05-14

NVDA

NVIDIA CORPORATION

-15.62%

Shares3.3K

Event2026-03-31

Filed2026-05-14

XLU

SELECT SECTOR SPDR TR

40.41%

Shares12.1K

Event2026-03-31

Filed2026-05-14

EXEL

EXELIXIS INC

120.31%

Shares12.1K

Event2026-03-31

Filed2026-05-14

TSLA

TESLA INC

0.95%

Shares1.4K

Event2026-03-31

Filed2026-05-14

TLT

ISHARES TR

39.82%

Shares5.7K

Event2026-03-31

Filed2026-05-14

PPA

INVESCO EXCHANGE TRADED FD T

29.01%

Shares2.9K

Event2026-03-31

Filed2026-05-14

CTA

SIMPLIFY EXCHANGE TRADED FUN

26.32%

Shares16.0K

Event2026-03-31

Filed2026-05-14

IJH

ISHARES TR

45.73%

Shares7.1K

Event2026-03-31

Filed2026-05-14

AAPL

APPLE INC

-22.56%

Shares1.8K

Event2026-03-31

Filed2026-05-14

BERKSHIRE HATHAWAY INC DEL

32.41%

Shares956

Event2026-03-31

Filed2026-05-14

JPM

JPMORGAN CHASE & CO

-4.81%

Shares1.5K

Event2026-03-31

Filed2026-05-14

BMY

BRISTOL-MYERS SQUIBB CO

-41.06%

Shares7.4K

Event2026-03-31

Filed2026-05-14

SCHD

SCHWAB STRATEGIC TR

New

Shares14.4K

Event2026-03-31

Filed2026-05-14

CRM

SALESFORCE INC

New

Shares2.3K

Event2026-03-31

Filed2026-05-14

LAM RESEARCH CORP

-47.56%

Shares2.0K

Event2026-03-31

Filed2026-05-14

AMD

ADVANCED MICRO DEVICES INC

3.79%

Shares2.0K

Event2026-03-31

Filed2026-05-14

EXPE

EXPEDIA GROUP INC

New

Shares1.8K

Event2026-03-31

Filed2026-05-14

QUIZ

ZACKS TRUST

8.55%

Shares14.7K

Event2026-03-31

Filed2026-05-14

ARISTA NETWORKS INC

-28.33%

Shares3.2K

Event2026-03-31

Filed2026-05-14

QCOM

QUALCOMM INC

New

Shares3.1K

Event2026-03-31

Filed2026-05-14

XLP

SELECT SECTOR SPDR TR

-18.71%

Shares4.6K

Event2026-03-31

Filed2026-05-14

ZETA

ZETA GLOBAL HOLDINGS CORP

New

Shares23.3K

Event2026-03-31

Filed2026-05-14

XOM

EXXON MOBIL CORP

-1.71%

Shares2.1K

Event2026-03-31

Filed2026-05-14

XLC

SELECT SECTOR SPDR TR

-7.84%

Shares3.2K

Event2026-03-31

Filed2026-05-14

RBRK

RUBRIK INC.

93.07%

Shares6.9K

Event2026-03-31

Filed2026-05-14

GRAB

GRAB HOLDINGS LIMITED

83.45%

Shares91.1K

Event2026-03-31

Filed2026-05-14

OSCR

OSCAR HEALTH INC

New

Shares28.3K

Event2026-03-31

Filed2026-05-14

VBK

VANGUARD INDEX FDS

10.70%

Shares1.0K

Event2026-03-31

Filed2026-05-14

VBR

VANGUARD INDEX FDS

15.42%

Shares1.4K

Event2026-03-31

Filed2026-05-14

NKE

NIKE INC

64.56%

Shares5.8K

Event2026-03-31

Filed2026-05-14

COMM

VISTANCE NETWORKS INC

New

Shares16.3K

Event2026-03-31

Filed2026-05-14

NVO

NOVO-NORDISK A S

New

Shares7.8K

Event2026-03-31

Filed2026-05-14

CELESTICA INC

-3.13%

Shares992

Event2026-03-31

Filed2026-05-14

XLV

SELECT SECTOR SPDR TR

11.37%

Shares1.8K

Event2026-03-31

Filed2026-05-14

MDLZ

MONDELEZ INTL INC

0.00%

Shares4.6K

Event2026-03-31

Filed2026-05-14

SLV

ISHARES SILVER TR

New

Shares3.8K

Event2026-03-31

Filed2026-05-14

TDUP

THREDUP INC

New

Shares77.3K

Event2026-03-31

Filed2026-05-14

IVE

ISHARES TR

1.79%

Shares1.2K

Event2026-03-31

Filed2026-05-14

TLH

ISHARES TR

-31.31%

Shares2.5K

Event2026-03-31

Filed2026-05-14

UUP

INVESCO DB US DLR INDEX TR

New

Shares8.7K

Event2026-03-31

Filed2026-05-14

GLD

SPDR GOLD TR

New

Shares558

Event2026-03-31

Filed2026-05-14

HIMS

HIMS & HERS HEALTH INC

New

Shares11.2K

Event2026-03-31

Filed2026-05-14

QUAL

ISHARES TR

4.00%

Shares1.2K

Event2026-03-31

Filed2026-05-14

XLF

SELECT SECTOR SPDR TR

-18.68%

Shares4.6K

Event2026-03-31

Filed2026-05-14

VRIG

INVESCO ACTIVELY MANAGED EXC

New

Shares9.0K

Event2026-03-31

Filed2026-05-14

GTO

INVESCO ACTIVELY MANAGED EXC

-30.42%

Shares4.8K

Event2026-03-31

Filed2026-05-14

UNH

UNITEDHEALTH GROUP INC

New

Shares799

Event2026-03-31

Filed2026-05-14

VUG

VANGUARD INDEX FDS

12.50%

Shares495

Event2026-03-31

Filed2026-05-14

IVW

ISHARES TR

-1.72%

Shares1.9K

Event2026-03-31

Filed2026-05-14