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CIK: 0001950607
Total reported value
$71.5M
$71.5M
41 檔
115.5%
In Q4 2024, Axim Planning & Wealth's U.S. equity holdings reached a combined market value of $71.5M, distributed across 41 disclosed stock positions.
During Q4 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 | 76.37% | -11.55% | -1.07% | |
| 2 | HPF | John Hancock Prefer Inc Ii | Stock-Other | 7.25% | +0.28% | -2.08% | |
| 3 | CLF | Cleveland-cliffs Inc | Stock-Materials | 2.03% | +0.31% | — | |
| 4 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.17% | +0.16% | -1.30% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 1.14% | +0.14% | -0.59% | |
| 6 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.80% | +0.12% | +48.11% | |
| 7 | USB | US Bancorp | Stock-Financials | 0.79% | +0.12% | — | |
| 8 | CCL1EUR | Carnival CORP LTD | Stock-Consumer Disc | 0.66% | — | -90.29% | |
| 9 | PM | Philip Morris International | Stock-Consumer Staples | 0.52% | +0.21% | — | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.50% | -0.55% | EXIT | |
| 11 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.49% | +0.09% | +20.65% | |
| 12 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.46% | +0.16% | -18.76% | |
| 13 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.39% | — | +36.58% | |
| 14 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.39% | +0.04% | +84.62% | |
| 15 | ACIO | Aptus Collared Invest Opp | ETF-Other | 0.38% | — | -2.10% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.35% | — | -5.67% | |
| 17 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.32% | +0.17% | — | |
| 18 | SOFI | Sofi Technologies Inc | Stock-Financials | 0.32% | +0.10% | -41.33% | |
| 19 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.32% | +0.16% | — | |
| 20 | XOM | Exxon Mobil CORP | Stock-Energy | 0.32% | -0.03% | +2.04% | |
| 21 | ADME | Aptus Drwdwn Mgd Eqty ETF | ETF-Other | 0.31% | — | -11.00% | |
| 22 | CAT | Caterpillar Inc | Stock-Industrials | 0.31% | +0.56% | -1.96% | |
| 23 | NIO | Nio Inc - Adr | Stock-Consumer Disc | 0.31% | -0.48% | -18.20% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.30% | +0.06% | +0.70% | |
| 25 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.30% | — | +50.59% | |
| 26 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.29% | — | +5.08% | |
| 27 | VTV | Vanguard Value ETF | ETF-Other | 0.29% | +0.34% | NEW | |
| 28 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.29% | +0.04% | +3.18% | |
| 29 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.27% | — | +33.86% | |
| 30 | AAPL | Apple Inc | Stock-Tech | 0.27% | +0.15% | -8.00% | |
| 31 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.25% | — | — | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.24% | — | -4.20% | |
| 33 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.24% | +0.04% | -3.79% | |
| 34 | MO | Altria Group Inc | Stock-Consumer Staples | 0.23% | +0.16% | +0.10% | |
| 35 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.22% | — | -37.58% | |
| 36 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.22% | — | -30.97% | |
| 37 | CSCO | Cisco Systems Inc | Stock-Tech | 0.21% | +0.40% | NEW | |
| 38 | LCNB | Lcnb Corporation | Stock-Other | 0.19% | +0.06% | — | |
| 39 | ARDC | Ares Dynamic Credit All | Stock-Other | 0.16% | — | — | |
| 40 | QS | Quantumscape CORP | Stock-Consumer Disc | 0.09% | — | — | |
| 41 | CCIVGBP | Lucid Group Inc | Stock-Other | 0.05% | — | +6.67% |
According to official SEC Form 13F filings, Axim Planning & Wealth reported a total U.S. public equity portfolio value of $71.5M across 41 disclosed positions in Q4 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, CLF) accounted for 115.5% of total reported equity market value during Q4 2024.
During Q4 2024, Axim Planning & Wealth's top holdings by market value included EH (76.4%)、HPF (7.3%)、CLF (2.0%). The largest single position, EH, represented 76.4% of total portfolio value.
In Q4 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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