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The Analysis of AXS Investments LLC's Holdings & P&L

Currently, AXS Investments LLC holds 189 types of securities in its portfolio with a total value $247.6M. In the most recent quarter, they have increased their positions in N/A (+124.2K shares, valued at $71.7M), SPY (+9.5K shares, valued at $6.2M), ASML (+1.5K shares, valued at $2.0M); decreased their positions in NVDA (-13.3K shares, valued at $2.3M), NFLX (-15.2K shares, valued at $1.5M), PLTR (-8.5K shares, valued at $1.2M); initiated new positions in N/A (+124.2K shares, valued at $71.7M), SPY (+9.5K shares, valued at $6.2M), ASML (+1.5K shares, valued at $2.0M).

1M P&L

+9.7M+5.66%

3M P&L

+15.9M+9.61%

HY P&L

+13.0M+7.73%

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

1N/A45.2M

29.9%

2Software - Infrastructure18.7M

12.4%

3Software - Application15.5M

10.2%

Top Industries by Stock Count

1N/A16 stocks

9.6%

2Software - Application15 stocks

9.0%

3Telecom Services8 stocks

4.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

INVESCO QQQ TRUST INVESCO QQQ TRUST124.2K sharesnew addition2026-03-312026-05-06

SPY SS SPDR S&P 500 ETF TRUST9.5K sharesnew addition2026-03-312026-05-06

PLTR PALANTIR TECHNOLOGIE CL A40.1K shares-17.54%2026-03-312026-05-06

META META PLATFORMS INC8.1K shares-17.79%2026-03-312026-05-06

ALPHABET INC CL A ALPHABET INC CL A16.0K shares-16.59%2026-03-312026-05-06

NVDA NVIDIA CORP COM25.9K shares-33.97%2026-03-312026-05-06

NFLX NETFLIX COM INC COM45.2K shares-25.18%2026-03-312026-05-06

CWB STATE STREET SPDR BLOOMBERG CONV46.6K shares-7.67%2026-03-312026-05-06

Sponsored

REZ ISHARES TR RESIDENTIAL MULT47.9K shares-0.71%2026-03-312026-05-06

USRT ISHARES TR CRE U S REIT ETF66.3K shares-3.32%2026-03-312026-05-06

MSFT MICROSOFT CORP10.4K shares-5.30%2026-03-312026-05-06

JAAA JANUS DETROIT STR TR HENDRSON AAA CL74.6K shares-2.44%2026-03-312026-05-06

AAPL APPLE INC13.6K shares-7.16%2026-03-312026-05-06

PROSHARES TR ULTRAPRO SHORT Q PROSHARES TR ULTRAPRO SHORT Q42.7K shares0.00%2026-03-312026-05-06

MA MASTERCARD INC CL A6.6K shares-19.95%2026-03-312026-05-06

MU MICRON TECHNOLOGY INC9.8K shares-3.59%2026-03-312026-05-06

Sponsored

ORCL ORACLE CORP22.3K shares-0.91%2026-03-312026-05-06

VRT VERTIV HOLDINGS CO COM CL A12.5K shares0.00%2026-03-312026-05-06

IBM INTL BUSINESS MACHINES CORP11.3K shares-12.13%2026-03-312026-05-06

HYGH ISHARES U S ETF TR IT RT HDG HGYL28.4K shares55.15%2026-03-312026-05-06

SRLN STATE STREET BLACKST SENIOR LOAN ETF60.3K shares58.19%2026-03-312026-05-06

AGZD WISDOMTREE TR INTRST RATE HDGE107.2K shares52.32%2026-03-312026-05-06

VCSH VANGUARD SCOTTSDALE SHRT-TERM CORP30.4K shares54.43%2026-03-312026-05-06

VMBS VANGUARD SCOTTSDALE MTG-BKD SECS ETF51.4K shares54.21%2026-03-312026-05-06

Sponsored

VGSH VANGUARD SCOTTSDALE SHORT TERM TREAS41.1K shares53.57%2026-03-312026-05-06

VTIP VANGUARD MALVERN FDS STRM INFPROIDX48.2K shares53.15%2026-03-312026-05-06

SHV ISHARES 0-1 YEAR TREASURY BOND ETF21.8K shares111.68%2026-03-312026-05-06

ALPS ETF TR ALERIAN MLP ALPS ETF TR ALERIAN MLP45.2K shares35.62%2026-03-312026-05-06

PANW PALO ALTO NETWORKS I COM14.3K shares8.40%2026-03-312026-05-06

TSLA TESLA INC6.1K shares-9.70%2026-03-312026-05-06

CRM SALESFORCE INC11.7K shares-12.13%2026-03-312026-05-06

APP APPLOVIN CORP COM CL A5.3K shares18.55%2026-03-312026-05-06

Sponsored

BROADCOM INC BROADCOM INC6.8K shares58.97%2026-03-312026-05-06

ASML ASML HOLDING NV-NY REG SHS1.5K sharesnew addition2026-03-312026-05-06

AMZN AMAZON.COM INC9.1K shares-1.56%2026-03-312026-05-06

UBER UBER TECHNOLOGIES INC26.0K shares-11.14%2026-03-312026-05-06

SPOT SPOTIFY COMMON3.7K shares-8.56%2026-03-312026-05-06

BERKSHIRE HATHAWAY INC BERKSHIRE HATHAWAY INC3.6K shares-12.54%2026-03-312026-05-06

PROSHARES TR ULTRASHT SP500 PROSHARES TR ULTRASHT SP50022.1K shares0.00%2026-03-312026-05-06

MORT VANECK ETF TRUST MORTGAGE REIT158.5K shares-40.52%2026-03-312026-05-06

Sponsored

NOW SERVICENOW INC COM14.4K shares-10.57%2026-03-312026-05-06

INTU INTUIT INC3.4K shares-12.14%2026-03-312026-05-06

ACCENTURE PLC ACCENTURE PLC7.3K shares-14.93%2026-03-312026-05-06

TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD4.3K shares0.00%2026-03-312026-05-06

PROSHARES SHORTT PSHS SHRT S&P500 PROSHARES SHORTT PSHS SHRT S&P50037.0K shares-32.73%2026-03-312026-05-06

TE CONNECTIVITY PLC TE CONNECTIVITY PLC6.7K shares-3.33%2026-03-312026-05-06

PREF PRINCIPAL SPECTRUM PREFERRED AND INCOME73.2K shares-40.55%2026-03-312026-05-06

FORTRESS TRANS INFRS COM REP LTD LIAB FORTRESS TRANS INFRS COM REP LTD LIAB5.5K shares0.00%2026-03-312026-05-06

Sponsored

AMD ADVANCED MICRO DEVICES6.4K shares-0.95%2026-03-312026-05-06

ADBE ADOBE INC5.0K shares-12.87%2026-03-312026-05-06

CRWD CROWDSTRIKE HLDGS IN CL A3.1K shares-39.11%2026-03-312026-05-06

V VISA INC CLASS A4.0K shares-10.56%2026-03-312026-05-06

TT TRANE TECHNOLOGIES PLC2.8K shares-3.29%2026-03-312026-05-06

SYK STRYKER CORP3.5K shares-7.76%2026-03-312026-05-06

GRMN GARMIN LTD4.7K shares-3.32%2026-03-312026-05-06

ISRG INTUITIVE SURGICAL INC2.3K shares1.37%2026-03-312026-05-06

Sponsored

LH LABCORP HOLDINGS INC3.9K shares-4.03%2026-03-312026-05-06

ADP AUTOMATIC DATA PROCESSING5.0K shares-36.50%2026-03-312026-05-06

SNPS SYNOPSYS INC2.5K shares-11.26%2026-03-312026-05-06

CDNS CADENCE DESIGN SYS INC3.3K shares-12.67%2026-03-312026-05-06

KLAC KLA CORPORATION601 sharesnew addition2026-03-312026-05-06

MELI MERCADOLIBRE INC COM505 shares-29.76%2026-03-312026-05-06

LAM RESEARCH CORP LAM RESEARCH CORP4.1K shares1162.42%2026-03-312026-05-06

FIX COMFORT SYS USA INC COM600 shares0.00%2026-03-312026-05-06

Sponsored

BSX BOSTON SCIENTIFIC CORP12.8K shares-6.59%2026-03-312026-05-06

GEHC GE HEALTHCARE TECHNO COMMON STOCK11.1K shares-4.58%2026-03-312026-05-06

CNH CNH INDUSTRIAL NV69.2K shares-3.33%2026-03-312026-05-06

PFFA ETFIS SER TR I VIRTUS INFRCAP35.8K shares-40.56%2026-03-312026-05-06

DASH DOORDASH INC CL A4.8K shares-11.59%2026-03-312026-05-06

GVA GRANITE CONSTRUCTION INC6.0K shares0.00%2026-03-312026-05-06

ABNB AIRBNB INC COM CL A5.7K shares-11.53%2026-03-312026-05-06

HOOD ROBINHOOD MKTS INC COM CL A10.2K shares-11.48%2026-03-312026-05-06

Sponsored

SNOW SNOWLAKE, INC. COM4.5K shares-11.82%2026-03-312026-05-06

JPM JPMORGAN CHASE & CO COM2.3K shares-6.34%2026-03-312026-05-06

ALKS ALKERMES PLC18.9K shares-3.33%2026-03-312026-05-06

NET CLOUDFLARE INC CL A COM3.1K shares-12.14%2026-03-312026-05-06

CAT CATERPILLAR INC904 shares-12.57%2026-03-312026-05-06

JAZZ JAZZ PHARMACEUTICALS PLC3.3K shares-3.31%2026-03-312026-05-06

ADSK AUTODESK INC COM2.6K shares-12.48%2026-03-312026-05-06

FTNT FORTINET INC COM7.5K shares-12.18%2026-03-312026-05-06

Sponsored

GENERAL ELECTRIC CO GENERAL ELECTRIC CO2.0K shares-12.55%2026-03-312026-05-06

UNH UNITEDHEALTH GROUP INC2.0K shares-16.49%2026-03-312026-05-06

EA ELECTRONIC ARTS INC2.6K shares-12.80%2026-03-312026-05-06

SU SUNCOR ENERGY INC NEW7.6K shares-3.33%2026-03-312026-05-06

DDOG DATADOG INC CL A COM4.2K shares-11.68%2026-03-312026-05-06

EBAY EBAY INC COM5.4K sharesnew addition2026-03-312026-05-06

ARISTA NETWORKS INC ARISTA NETWORKS INC4.0K shares0.00%2026-03-312026-05-06

COIN COINBASE GLOBAL INC COM CL A2.7K shares-13.34%2026-03-312026-05-06

Sponsored

RTX RTX CORP2.4K shares-12.51%2026-03-312026-05-06

ROP ROPER TECHNOLOGIES1.3K shares-12.15%2026-03-312026-05-06

WMS ADVANCED DRAINAGE SYSTEMS INC3.3K shares0.00%2026-03-312026-05-06

EQH EQUITABLE HOLDINGS INC12.0K shares0.00%2026-03-312026-05-06

RBLX ROBLOX CORP CL A7.8K shares-12.09%2026-03-312026-05-06

TMO THERMO FISHER SCIENTIFIC INC896 shares-16.65%2026-03-312026-05-06

MSTR STRATEGY INC3.4K shares-11.87%2026-03-312026-05-06

TTWO TAKE-TWO INTERACTIVE SOFTWRE2.1K shares-11.11%2026-03-312026-05-06

Sponsored

WMT WALMART INC3.3K shares-31.84%2026-03-312026-05-06

ABT ABBOTT LABORATORIES3.9K shares-16.51%2026-03-312026-05-06

CPRT COPART INC COM11.8K shares-11.23%2026-03-312026-05-06

CTSH COGNIZANT TECH SOLUTIONS-A5.8K sharesnew addition2026-03-312026-05-06

XOM EXXON MOBIL CORP2.0K shares-30.82%2026-03-312026-05-06

WDAY WORKDAY INC CL A2.6K shares-16.09%2026-03-312026-05-06

BA BOEING CO COM1.6K shares-12.48%2026-03-312026-05-06

DHR DANAHER CORP1.6K shares-16.51%2026-03-312026-05-06

Sponsored

HON HONEYWELL INTERNATIONAL INC1.3K shares-12.06%2026-03-312026-05-06

UNP UNION PACIFIC CORP1.2K shares-12.55%2026-03-312026-05-06

BAC BANK OF AMERICA5.8K shares-6.30%2026-03-312026-05-06

LMT LOCKHEED MARTIN CORP441 sharesnew addition2026-03-312026-05-06

SPGI S&P GLOBAL INC624 shares-12.61%2026-03-312026-05-06

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC2.3K shares0.00%2026-03-312026-05-06

URI UNITED RENTALS INC COM350 shares0.00%2026-03-312026-05-06

HCA HCA HEALTHCARE INC536 shares-21.29%2026-03-312026-05-06

Sponsored

MEDTRONIC PLC MEDTRONIC PLC2.9K shares-15.66%2026-03-312026-05-06

PG PROCTER & GAMBLE CO /THE1.6K shares-31.81%2026-03-312026-05-06

LINDE PLC COM LINDE PLC COM451 shares-28.98%2026-03-312026-05-06

NVO NOVO NORDISK A/S-SPONS ADR6.0K shares0.00%2026-03-312026-05-06

KO COCA-COLA CO/THE2.9K shares-31.85%2026-03-312026-05-06

WFC WELLS FARGO & COMPANY2.6K shares-5.25%2026-03-312026-05-06

CVX CHEVRON CORP952 shares-30.76%2026-03-312026-05-06

GS GOLDMAN SACHS GROUP INC227 shares-16.54%2026-03-312026-05-06

Sponsored

CVS CVS HEALTH CORP2.6K shares-16.51%2026-03-312026-05-06

MS MORGAN STANLEY COM NEW1.0K shares-5.72%2026-03-312026-05-06

CITIGROUP INC CITIGROUP INC1.5K shares-5.94%2026-03-312026-05-06

CIGNA GROUP/THE CIGNA GROUP/THE627 shares-16.51%2026-03-312026-05-06

PM PHILIP MORRIS INTL INC981 shares-31.83%2026-03-312026-05-06

PEP PEPSICO INC953 shares-31.78%2026-03-312026-05-06

ELV ELEVANCE HEALTH INC500 shares-16.53%2026-03-312026-05-06

AXP AMERICAN EXPRESS CO457 shares-8.78%2026-03-312026-05-06

Sponsored

CENCORA INC CENCORA INC415 shares-16.50%2026-03-312026-05-06

LLY ELI LILLY & CO141 shares-22.10%2026-03-312026-05-06

TDW TIDEWATER INC1.5K shares0.00%2026-03-312026-05-06

TTD THE TRADE DESK INC COM CL A5.0K shares0.00%2026-03-312026-05-06

NEM NEWMONT CORP962 shares-28.26%2026-03-312026-05-06

EW EDWARDS LIFESCIENCES CORP1.3K shares-15.81%2026-03-312026-05-06

JNJ JOHNSON & JOHNSON397 shares-22.76%2026-03-312026-05-06

LDOS LEIDOS HOLDINGS INC600 shares0.00%2026-03-312026-05-06

Sponsored

BDX BECTON DICKINSON & CO590 shares-15.59%2026-03-312026-05-06

IDXX IDEXX LABORATORIES INC155 shares-23.65%2026-03-312026-05-06

FCX FREEPORT-MCMORAN INC1.4K shares-28.26%2026-03-312026-05-06

MO ALTRIA GROUP INC1.2K shares-31.90%2026-03-312026-05-06

COP CONOCOPHILLIPS573 shares-30.88%2026-03-312026-05-06

VZ VERIZON COMMUNICATIONS INC1.4K shares-37.50%2026-03-312026-05-06

T AT&T INC2.5K shares-36.20%2026-03-312026-05-06

A AGILENT TECHNOLOGIES INC618 shares-16.03%2026-03-312026-05-06

Sponsored

CSCO CISCO SYSTEMS INC898 shares-12.22%2026-03-312026-05-06

RMD RESMED INC306 shares-17.52%2026-03-312026-05-06

SHW SHERWIN-WILLIAMS CO/THE209 shares-33.01%2026-03-312026-05-06

ECL ECOLAB INC244 shares-28.65%2026-03-312026-05-06

ABBV ABBVIE INC292 shares-22.55%2026-03-312026-05-06

VEEV VEEVA SYS INC CL A COM346 shares-18.78%2026-03-312026-05-06

AMAT APPLIED MATERIALS INC165 shares-19.12%2026-03-312026-05-06

NTRA NATERA INC COM272 shares-16.56%2026-03-312026-05-06

Sponsored

PSN PARSONS CORPORATION COM1.0K shares0.00%2026-03-312026-05-06

DXCM DEXCOM INC847 shares-15.81%2026-03-312026-05-06

CTVA CORTEVA INC COM594 shares-29.20%2026-03-312026-05-06

MDLZ MONDELEZ INTERNATIONAL INC852 shares-31.46%2026-03-312026-05-06

MERCK & CO INC MERCK & CO INC408 shares-22.58%2026-03-312026-05-06

INTC INTEL CORP1.1K shares-12.13%2026-03-312026-05-06

APD AIR PRODUCTS & CHEMICALS INC165 shares-37.02%2026-03-312026-05-06

CL COLGATE-PALMOLIVE CO558 shares-32.36%2026-03-312026-05-06

Sponsored

STERIS PLC SHS USD STERIS PLC SHS USD211 shares-16.60%2026-03-312026-05-06

TMUS T-MOBILE US INC219 shares-36.71%2026-03-312026-05-06

HUM HUMANA INC252 shares-19.23%2026-03-312026-05-06

WMB WILLIAMS COS INC554 shares-30.84%2026-03-312026-05-06

TXN TEXAS INSTRUMENTS INC203 sharesnew addition2026-03-312026-05-06

CMCSA COMCAST CORP-CL A1.3K shares-36.68%2026-03-312026-05-06

MNST MONSTER BEVERAGE CORP521 shares-31.63%2026-03-312026-05-06

VLO VALERO ENERGY CORP139 shares-30.15%2026-03-312026-05-06

Sponsored

SLB SLB LTD653 shares-30.01%2026-03-312026-05-06

PSX PHILLIPS 66 COM180 shares-31.30%2026-03-312026-05-06

MLM MARTIN MARIETTA MATERIALS55 shares-30.38%2026-03-312026-05-06

AMGN AMGEN INC COM89 shares-22.61%2026-03-312026-05-06

EOG EOG RESOURCES INC214 shares-33.13%2026-03-312026-05-06

KMI KINDER MORGAN INC898 shares-30.06%2026-03-312026-05-06

MPC MARATHON PETE CORP COM123 shares-36.92%2026-03-312026-05-06

NUE NUCOR CORP COM173 shares-28.81%2026-03-312026-05-06

Sponsored

VMC VULCAN MATERIALS CO103 shares-29.45%2026-03-312026-05-06

COST COSTCO WHOLESALE CORP25 shares-19.35%2026-03-312026-05-06

SYY SYSCO CORP COM318 sharesnew addition2026-03-312026-05-06

HD HOME DEPOT INC COM58 shares-20.55%2026-03-312026-05-06

GEV GE VERNOVA INC COM20 shares-23.08%2026-03-312026-05-06

NEE NEXTERA ENERGY INC170 shares-14.14%2026-03-312026-05-06

SO SOUTHERN CO COM92 sharesnew addition2026-03-312026-05-06

ASTS AST SPACEMOBILE INC COM CL A90 shares-37.06%2026-03-312026-05-06

Sponsored

CHTR CHARTER COMMUNICATIO CL A30 shares-37.50%2026-03-312026-05-06

SATS ECHOSTAR CORP CL A45 shares-38.36%2026-03-312026-05-06

TIGO MILLICOM INT'L CELLLULAR SA35 shares-43.55%2026-03-312026-05-06

LUMN LUMEN TECHNOLOGIES INC302 shares-35.19%2026-03-312026-05-06

TDS TELEPHONE AND DATA SYSTEMS32 sharesnew addition2026-03-312026-05-06

INVESCO QQQ TRUST

New

Shares124.2K

Event2026-03-31

Filed2026-05-06

SPY

SS SPDR S&P 500 ETF TRUST

New

Shares9.5K

Event2026-03-31

Filed2026-05-06

PLTR

PALANTIR TECHNOLOGIE CL A

-17.54%

Shares40.1K

Event2026-03-31

Filed2026-05-06