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CIK: 0001950607
Total reported value
$71.5M
$71.5M
24 檔
162.7%
In Q1 2024, Axim Planning & Wealth's U.S. equity holdings reached a combined market value of $71.5M, distributed across 24 disclosed stock positions.
During Q1 2024, Axim Planning & Wealth's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | EH | Ehang Holdings Ltd-sps Adr | Stock-Other | 69.65% | -11.55% | +6.94% | |
| 2 | KWEB | Kranesh Csi China Internet | ETF-Emerging Markets | 17.12% | — | -16.43% | |
| 3 | CCL1EUR | Carnival CORP LTD | Stock-Consumer Disc | 4.45% | — | -15.54% | |
| 4 | HPF | John Hancock Prefer Inc Ii | Stock-Other | 2.24% | +0.28% | +89.99% | |
| 5 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.98% | +0.16% | -0.43% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 0.92% | +0.14% | -3.00% | |
| 7 | USB | US Bancorp | Stock-Financials | 0.56% | +0.12% | -0.64% | |
| 8 | ACIO | Aptus Collared Invest Opp | ETF-Other | 0.44% | — | +24.94% | |
| 9 | ADME | Aptus Drwdwn Mgd Eqty ETF | ETF-Other | 0.39% | — | +6.01% | |
| 10 | DRSK | Aptus Defined Risk ETF | ETF-Other | 0.30% | — | +32.42% | |
| 11 | PM | Philip Morris International | Stock-Consumer Staples | 0.30% | +0.21% | — | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.30% | -0.55% | EXIT | |
| 13 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.27% | +0.12% | — | |
| 14 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.25% | +0.04% | — | |
| 15 | CAT | Caterpillar Inc | Stock-Industrials | 0.24% | +0.56% | — | |
| 16 | XOM | Exxon Mobil CORP | Stock-Energy | 0.23% | -0.03% | +1.62% | |
| 17 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.22% | — | — | |
| 18 | AAPL | Apple Inc | Stock-Tech | 0.18% | +0.15% | +4.64% | |
| 19 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.17% | +0.16% | — | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.17% | — | -47.04% | |
| 21 | SOFI | Sofi Technologies Inc | Stock-Financials | 0.17% | +0.10% | +27.27% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.16% | +0.06% | — | |
| 23 | LCNB | Lcnb Corporation | Stock-Other | 0.15% | +0.06% | — | |
| 24 | NIO | Nio Inc - Adr | Stock-Consumer Disc | 0.15% | -0.48% | +56.23% |
According to official SEC Form 13F filings, Axim Planning & Wealth reported a total U.S. public equity portfolio value of $71.5M across 24 disclosed positions in Q1 2024.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including EH, KWEB, CCL1EUR) accounted for 162.7% of total reported equity market value during Q1 2024.
During Q1 2024, Axim Planning & Wealth's top holdings by market value included EH (69.7%)、KWEB (17.1%)、CCL1EUR (4.5%). The largest single position, EH, represented 69.7% of total portfolio value.
In Q1 2024, Axim Planning & Wealth made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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