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CIK: 0001950607
Total reported value
$71.5M
$71.5M
27 檔
107.9%
During the Q2 2024 filing period, Axim Planning & Wealth (CIK: 0001950607) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $71.5M across 27 reported positions.
During Q2 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 | 76.35% | -11.55% | +12.48% | |
| 2 | HPF | John Hancock Prefer Inc Ii | Stock-Other | 7.49% | +0.28% | +120.27% | |
| 3 | CCL1EUR | Carnival CORP LTD | Stock-Consumer Disc | 5.97% | — | -20.64% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 1.38% | +0.14% | -4.24% | |
| 5 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.31% | +0.16% | -11.03% | |
| 6 | USB | US Bancorp | Stock-Financials | 0.73% | +0.12% | — | |
| 7 | PM | Philip Morris International | Stock-Consumer Staples | 0.49% | +0.21% | — | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.46% | -0.55% | EXIT | |
| 9 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.44% | +0.12% | +6.45% | |
| 10 | ACIO | Aptus Collared Invest Opp | ETF-Other | 0.41% | — | -40.04% | |
| 11 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.41% | — | — | |
| 12 | ADME | Aptus Drwdwn Mgd Eqty ETF | ETF-Other | 0.37% | — | -37.72% | |
| 13 | XOM | Exxon Mobil CORP | Stock-Energy | 0.36% | -0.03% | +7.10% | |
| 14 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.35% | +0.09% | — | |
| 15 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.34% | +0.30% | — | |
| 16 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.34% | +0.04% | — | |
| 17 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.33% | — | +15.92% | |
| 18 | CAT | Caterpillar Inc | Stock-Industrials | 0.32% | +0.56% | — | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.31% | — | — | |
| 20 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.29% | — | — | |
| 21 | SOFI | Sofi Technologies Inc | Stock-Financials | 0.29% | +0.10% | +31.28% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.28% | +0.06% | +7.17% | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.24% | — | — | |
| 24 | AAPL | Apple Inc | Stock-Tech | 0.24% | +0.15% | -23.45% | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.24% | +0.04% | — | |
| 26 | LCNB | Lcnb Corporation | Stock-Other | 0.19% | +0.06% | — | |
| 27 | NIO | Nio Inc - Adr | Stock-Consumer Disc | 0.07% | -0.48% | -65.11% |
According to official SEC Form 13F filings, Axim Planning & Wealth reported a total U.S. public equity portfolio value of $71.5M across 27 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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, HPF, CCL1EUR) accounted for 107.9% of total reported equity market value during Q2 2024.
During Q2 2024, Axim Planning & Wealth's top holdings by market value included EH (76.3%)、HPF (7.5%)、CCL1EUR (6.0%). The largest single position, EH, represented 76.3% of total portfolio value.
In Q2 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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