The Analysis of Axis Wealth Partners, LLC's Holdings


Currently, Axis Wealth Partners, LLC holds 161 types of securities in its portfolio with a total value $170.9M. In the most recent quarter, they have increased their positions in VFLO (+67.5K shares, valued at $2.5M), EQIN (+26.2K shares, valued at $1.2M), AAPL (+4.5K shares, valued at $1.1M); decreased their positions in IWR (-22.3K shares, valued at $2.2M), SGOV (-8.0K shares, valued at $801.0K), IVE (-3.6K shares, valued at $749.2K); initiated new positions in VFLO (+67.5K shares, valued at $2.5M), EQIN (+26.2K shares, valued at $1.2M), BSCU (+17.6K shares, valued at $297.0K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
VOO VANGUARD INDEX FDS10.4K shares5.20%2025-09-302025-10-24history
DGRW WISDOMTREE TR70.9K shares4.36%2025-09-302025-10-24history
FBND FIDELITY MERRIMACK STR TR134.8K shares10.67%2025-09-302025-10-24history
VYMI VANGUARD WHITEHALL FDS70.6K shares5.43%2025-09-302025-10-24history
SCHD SCHWAB STRATEGIC TR147.9K shares1.69%2025-09-302025-10-24history
AAPL APPLE INC15.4K shares41.00%2025-09-302025-10-24history
VUG VANGUARD INDEX FDS8.1K shares4.24%2025-09-302025-10-24history
FDVV FIDELITY COVINGTON TRUST67.6K shares1.58%2025-09-302025-10-24history
Sponsored
VIG VANGUARD SPECIALIZED FUNDS16.2K shares4.54%2025-09-302025-10-24history
DFAI DIMENSIONAL ETF TRUST92.4K shares5.07%2025-09-302025-10-24history
DFUV DIMENSIONAL ETF TRUST74.9K shares8.11%2025-09-302025-10-24history
IVE ISHARES TR15.5K shares-18.95%2025-09-302025-10-24history
SPY SPDR S&P 500 ETF TR4.8K shares0.11%2025-09-302025-10-24history
UITB VICTORY PORTFOLIOS II64.7K shares6.65%2025-09-302025-10-24history
IVW ISHARES TR25.1K shares-16.44%2025-09-302025-10-24history
SPYV SPDR SERIES TRUST50.9K shares6.49%2025-09-302025-10-24history
Sponsored
IJH ISHARES TR42.9K shares-18.62%2025-09-302025-10-24history
DEM WISDOMTREE TR56.2K shares7.53%2025-09-302025-10-24history
VFLO VICTORY PORTFOLIOS II67.5K sharesnew addition2025-09-302025-10-24history
AGG ISHARES TR22.2K shares5.14%2025-09-302025-10-24history
VYM VANGUARD WHITEHALL FDS14.8K shares0.32%2025-09-302025-10-24history
DFAC DIMENSIONAL ETF TRUST52.0K shares10.85%2025-09-302025-10-24history
IJJ ISHARES TR15.4K shares32.88%2025-09-302025-10-24history
EFG ISHARES TR16.6K shares2.94%2025-09-302025-10-24history
Sponsored
SGOV ISHARES TR17.5K shares-31.25%2025-09-302025-10-24history
AMZN AMAZON COM INC7.8K shares2.74%2025-09-302025-10-24history
VOOG VANGUARD ADMIRAL FDS INC4.0K shares1.91%2025-09-302025-10-24history
VONG VANGUARD SCOTTSDALE FDS14.1K shares24.37%2025-09-302025-10-24history
RSP INVESCO EXCHANGE TRADED FD T8.8K shares6.48%2025-09-302025-10-24history
IJK ISHARES TR17.4K shares26.56%2025-09-302025-10-24history
RECS COLUMBIA ETF TR I36.5K shares9.75%2025-09-302025-10-24history
VONV VANGUARD SCOTTSDALE FDS16.3K shares110.50%2025-09-302025-10-24history
Sponsored
EFV ISHARES TR21.0K shares1.75%2025-09-302025-10-24history
VEA VANGUARD TAX-MANAGED FDS23.7K shares7.85%2025-09-302025-10-24history
DHS WISDOMTREE TR13.6K shares-1.82%2025-09-302025-10-24history
SDY SPDR SERIES TRUST9.6K shares-0.06%2025-09-302025-10-24history
PEY INVESCO EXCHANGE TRADED FD T63.1K shares-4.81%2025-09-302025-10-24history
JGRO J P MORGAN EXCHANGE TRADED F14.0K shares9.50%2025-09-302025-10-24history
VCSH VANGUARD SCOTTSDALE FDS15.9K shares5.47%2025-09-302025-10-24history
IDV ISHARES TR34.4K shares-0.44%2025-09-302025-10-24history
Sponsored
DFAS DIMENSIONAL ETF TRUST18.1K shares4.86%2025-09-302025-10-24history
EQIN COLUMBIA ETF TR I26.2K sharesnew addition2025-09-302025-10-24history
VZ VERIZON COMMUNICATIONS INC27.1K shares-0.29%2025-09-302025-10-24history
DFCF DIMENSIONAL ETF TRUST27.4K shares18.91%2025-09-302025-10-24history
QQQ INVESCO QQQ TR1.9K shares0.10%2025-09-302025-10-24history
ESGU ISHARES TR7.8K shares5.88%2025-09-302025-10-24history
ANGL VANECK ETF TRUST38.4K shares4.68%2025-09-302025-10-24history
MSFT MICROSOFT CORP2.1K shares6.97%2025-09-302025-10-24history
Sponsored
IWF ISHARES TR2.3K shares-0.13%2025-09-302025-10-24history
IUSG ISHARES TR6.5K shares-8.15%2025-09-302025-10-24history
IJR ISHARES TR8.4K shares-19.48%2025-09-302025-10-24history
DFAT DIMENSIONAL ETF TRUST16.7K shares20.68%2025-09-302025-10-24history
NVDA NVIDIA CORPORATION5.2K shares21.69%2025-09-302025-10-24history
EFA ISHARES TR10.2K shares-14.08%2025-09-302025-10-24history
SHY ISHARES TR11.4K shares-15.32%2025-09-302025-10-24history
SPSM SPDR SERIES TRUST19.1K shares0.72%2025-09-302025-10-24history
Sponsored
JEPI J P MORGAN EXCHANGE TRADED F15.0K shares14.18%2025-09-302025-10-24history
IEF ISHARES TR8.7K shares-18.60%2025-09-302025-10-24history
LVHI LEGG MASON ETF INVT23.6K shares8.46%2025-09-302025-10-24history
CDC VICTORY PORTFOLIOS II11.7K shares-10.14%2025-09-302025-10-24history
DUHP DIMENSIONAL ETF TRUST20.0K shares23.94%2025-09-302025-10-24history
MO ALTRIA GROUP INC11.3K shares0.12%2025-09-302025-10-24history
AVSC AMERICAN CENTY ETF TR12.9K shares-0.25%2025-09-302025-10-24history
IJS ISHARES TR6.6K shares40.68%2025-09-302025-10-24history
Sponsored
GOOGL ALPHABET INC3.0K shares3.82%2025-09-302025-10-24history
HYG ISHARES TR8.9K shares-17.03%2025-09-302025-10-24history
IGIB ISHARES TR13.2K shares-9.16%2025-09-302025-10-24history
JPIE J P MORGAN EXCHANGE TRADED F15.3K shares13.10%2025-09-302025-10-24history
JPM JPMORGAN CHASE & CO.2.2K shares4.10%2025-09-302025-10-24history
VGIT VANGUARD SCOTTSDALE FDS11.4K shares7.78%2025-09-302025-10-24history
BUFR FIRST TR EXCHNG TRADED FD VI20.1K shares2.46%2025-09-302025-10-24history
JCPB J P MORGAN EXCHANGE TRADED F14.1K shares4.45%2025-09-302025-10-24history
Sponsored
VTC VANGUARD SCOTTSDALE FDS8.5K shares11.51%2025-09-302025-10-24history
IWR ISHARES TR6.4K shares-77.64%2025-09-302025-10-24history
GSLC GOLDMAN SACHS ETF TR4.7K shares0.02%2025-09-302025-10-24history
VBR VANGUARD INDEX FDS3.0K shares-2.03%2025-09-302025-10-24history
DFAU DIMENSIONAL ETF TRUST13.2K shares3.06%2025-09-302025-10-24history
IWD ISHARES TR2.9K shares-1.11%2025-09-302025-10-24history
VWO VANGUARD INTL EQUITY INDEX F10.8K shares-1.52%2025-09-302025-10-24history
XOM EXXON MOBIL CORP5.2K shares2.71%2025-09-302025-10-24history
Sponsored
VCIT VANGUARD SCOTTSDALE FDS7.0K shares-0.77%2025-09-302025-10-24history
OMFL INVESCO EXCH TRD SLF IDX FD9.6K shares2.90%2025-09-302025-10-24history
VTV VANGUARD INDEX FDS3.0K shares0.70%2025-09-302025-10-24history
FENI FIDELITY COVINGTON TRUST16.0K shares22.38%2025-09-302025-10-24history
UNH UNITEDHEALTH GROUP INC1.6K shares1.75%2025-09-302025-10-24history
WTMF WISDOMTREE TR14.8K shares30.31%2025-09-302025-10-24history
META META PLATFORMS INC762 shares9.64%2025-09-302025-10-24history
VXUS VANGUARD STAR FDS7.6K shares-4.98%2025-09-302025-10-24history
Sponsored
WFC WELLS FARGO CO NEW6.6K shares1.28%2025-09-302025-10-24history
HELO J P MORGAN EXCHANGE TRADED F8.5K shares13.06%2025-09-302025-10-24history
T AT&T INC19.3K shares-1.04%2025-09-302025-10-24history
TSLA TESLA INC1.2K shares5.39%2025-09-302025-10-24history
VBK VANGUARD INDEX FDS1.8K shares0.11%2025-09-302025-10-24history
XLU SELECT SECTOR SPDR TR5.9K shares-0.39%2025-09-302025-10-24history
LQD ISHARES TR4.6K shares-1.09%2025-09-302025-10-24history
QCOM QUALCOMM INC3.0K shares1.50%2025-09-302025-10-24history
Sponsored
IVV ISHARES TR754 shares0.13%2025-09-302025-10-24history
WPC WP CAREY INC7.4K shares-3.39%2025-09-302025-10-24history
IJT ISHARES TR3.5K shares31.18%2025-09-302025-10-24history
BND VANGUARD BD INDEX FDS6.6K shares10.06%2025-09-302025-10-24history
FELC FIDELITY COVINGTON TRUST12.9K shares30.55%2025-09-302025-10-24history
BAC BANK AMERICA CORP8.8K shares-5.23%2025-09-302025-10-24history
IEMG ISHARES INC6.8K shares-28.02%2025-09-302025-10-24history
TXN TEXAS INSTRS INC2.4K shares0.79%2025-09-302025-10-24history
Sponsored
PLTR PALANTIR TECHNOLOGIES INC2.4K shares3.08%2025-09-302025-10-24history
XMHQ INVESCO EXCHANGE TRADED FD T4.1K shares13.97%2025-09-302025-10-24history
VTI VANGUARD INDEX FDS1.3K shares0.00%2025-09-302025-10-24history
ABBV ABBVIE INC1.8K shares7.59%2025-09-302025-10-24history
BNDX VANGUARD CHARLOTTE FDS8.4K shares0.54%2025-09-302025-10-24history
IRM IRON MTN INC DEL4.0K shares0.32%2025-09-302025-10-24history
MCD MCDONALDS CORP1.3K shares1.93%2025-09-302025-10-24history
ITA ISHARES TR1.8K shares1.63%2025-09-302025-10-24history
Sponsored
FLQM FRANKLIN TEMPLETON ETF TR6.7K shares10.78%2025-09-302025-10-24history
SCHG SCHWAB STRATEGIC TR11.7K shares-3.50%2025-09-302025-10-24history
JMUB J P MORGAN EXCHANGE TRADED F7.2K shares4.37%2025-09-302025-10-24history
BRK.B BERKSHIRE HATHAWAY INC DEL696 shares8.75%2025-09-302025-10-24history
DTH WISDOMTREE TR6.7K shares-2.51%2025-09-302025-10-24history
ITOT ISHARES TR2.2K shares0.73%2025-09-302025-10-24history
TSM TAIWAN SEMICONDUCTOR MFG LTD1.1K shares5.25%2025-09-302025-10-24history
UCON FIRST TR EXCHNG TRADED FD VI12.6K shares4.06%2025-09-302025-10-24history
Sponsored
AZN ASTRAZENECA PLC4.0K shares-1.57%2025-09-302025-10-24history
BSCU INVESCO EXCH TRD SLF IDX FD17.6K sharesnew addition2025-09-302025-10-24history
BSCT INVESCO EXCH TRD SLF IDX FD15.7K sharesnew addition2025-09-302025-10-24history
BSCS INVESCO EXCH TRD SLF IDX FD14.4K sharesnew addition2025-09-302025-10-24history
BSCR INVESCO EXCH TRD SLF IDX FD15.0K sharesnew addition2025-09-302025-10-24history
BSCQ INVESCO EXCH TRD SLF IDX FD15.1K sharesnew addition2025-09-302025-10-24history
IWM ISHARES TR1.2K shares5.52%2025-09-302025-10-24history
BSCP INVESCO EXCH TRD SLF IDX FD14.0K sharesnew addition2025-09-302025-10-24history
Sponsored
SUSA ISHARES TR2.1K shares-2.53%2025-09-302025-10-24history
MUB ISHARES TR2.7K shares0.64%2025-09-302025-10-24history
BSCV INVESCO EXCH TRD SLF IDX FD16.5K sharesnew addition2025-09-302025-10-24history
VNQ VANGUARD INDEX FDS3.0K shares0.64%2025-09-302025-10-24history
IEFA ISHARES TR3.1K shares2.97%2025-09-302025-10-24history
DLR DIGITAL RLTY TR INC1.6K shares0.19%2025-09-302025-10-24history
JNK SPDR SERIES TRUST2.7K shares1.37%2025-09-302025-10-24history
GOOG ALPHABET INC1.1K sharesnew addition2025-09-302025-10-24history
Sponsored
USTB VICTORY PORTFOLIOS II5.2K shares6.15%2025-09-302025-10-24history
TIP ISHARES TR2.4K shares-28.72%2025-09-302025-10-24history
VO VANGUARD INDEX FDS889 shares-1.00%2025-09-302025-10-24history
CAT CATERPILLAR INC545 shares2.06%2025-09-302025-10-24history
GOVT ISHARES TR11.2K shares5.54%2025-09-302025-10-24history
PFE PFIZER INC10.1K shares-12.50%2025-09-302025-10-24history
SRLN SSGA ACTIVE ETF TR6.0K shares1.18%2025-09-302025-10-24history
VTEB VANGUARD MUN BD FDS4.8K shares0.86%2025-09-302025-10-24history
Sponsored
MTUM ISHARES TR940 shares-4.76%2025-09-302025-10-24history
CVX CHEVRON CORP NEW1.5K shares4.54%2025-09-302025-10-24history
PFF ISHARES TR7.5K shares1.74%2025-09-302025-10-24history
RY ROYAL BK CDA1.6K shares0.00%2025-09-302025-10-24history
IWP ISHARES TR1.7K shares-1.31%2025-09-302025-10-24history
MET METLIFE INC2.8K shares0.64%2025-09-302025-10-24history
AVAV AEROVIRONMENT INC723 shares0.00%2025-09-302025-10-24history
HD HOME DEPOT INC540 sharesnew addition2025-09-302025-10-24history
Sponsored
IQDG WISDOMTREE TR5.5K shares-1.32%2025-09-302025-10-24history
MS MORGAN STANLEY1.3K sharesnew addition2025-09-302025-10-24history
DES WISDOMTREE TR6.3K shares-0.96%2025-09-302025-10-24history
QYLD GLOBAL X FDS12.0K shares0.00%2025-09-302025-10-24history
WMT WALMART INC2.0K sharesnew addition2025-09-302025-10-24history
SPYG SPDR SERIES TRUST1.9K sharesnew addition2025-09-302025-10-24history
PM PHILIP MORRIS INTL INC1.2K shares3.77%2025-09-302025-10-24history
IWB ISHARES TR547 sharesnew addition2025-09-302025-10-24history
Sponsored
CRNT CERAGON NETWORKS LTD10.7K shares0.00%2025-09-302025-10-24history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available