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CIK: 0001950607
Total reported value
$71.5M
$71.5M
45 檔
141.1%
The Q1 2025 SEC filing reveals that Axim Planning & Wealth held a total portfolio value of $71.5M, covering 45 public equity positions.
During Q1 2025, Axim Planning & Wealth's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including EH, HPF, CLF) accounted for 141.1% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | EH | Ehang Holdings Ltd-sps Adr | Stock-Other | 81.35% | -11.55% | -3.55% | |
| 2 | HPF | John Hancock Prefer Inc Ii | Stock-Other | 4.91% | +0.28% | -18.96% | |
| 3 | CLF | Cleveland-cliffs Inc | Stock-Materials | 1.62% | +0.31% | +9.43% | |
| 4 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.84% | +0.16% | -15.24% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 0.79% | +0.14% | -7.19% | |
| 6 | BTAL | Agf US Market Neutral Anti-b | ETF-Other | 0.77% | -0.09% | — | |
| 7 | USB | US Bancorp | Stock-Financials | 0.58% | +0.12% | — | |
| 8 | PM | Philip Morris International | Stock-Consumer Staples | 0.57% | +0.21% | -0.02% | |
| 9 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.42% | +0.16% | +70.52% | |
| 10 | CTAS | Cintas CORP | Stock-Industrials | 0.41% | — | — | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.41% | -0.55% | EXIT | |
| 12 | XLK | Ss Technology Select Sector | ETF-Tech | 0.37% | +0.50% | — | |
| 13 | CTA | Simplify Managed Futures St | ETF-Other | 0.33% | -0.08% | — | |
| 14 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.29% | +0.31% | NEW | |
| 15 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.29% | +0.04% | -10.13% | |
| 16 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.27% | +0.04% | — | |
| 17 | AMD | Advanced Micro Devices | Stock-Tech | 0.26% | +1.03% | — | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.26% | +0.07% | — | |
| 19 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.26% | +0.16% | +4.01% | |
| 20 | VTV | Vanguard Value ETF | ETF-Other | 0.25% | +0.34% | NEW | |
| 21 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.25% | +0.17% | +4.17% | |
| 22 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.25% | +0.21% | — | |
| 23 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.24% | — | +27.96% | |
| 24 | CAT | Caterpillar Inc | Stock-Industrials | 0.24% | +0.56% | +2.00% | |
| 25 | XOM | Exxon Mobil CORP | Stock-Energy | 0.24% | -0.03% | -18.86% | |
| 26 | ACIO | Aptus Collared Invest Opp | ETF-Other | 0.24% | — | -22.57% | |
| 27 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.22% | +0.20% | — | |
| 28 | MO | Altria Group Inc | Stock-Consumer Staples | 0.22% | +0.16% | -1.52% | |
| 29 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.22% | — | -2.01% | |
| 30 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.21% | +0.04% | +8.92% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.20% | — | -28.09% | |
| 32 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.20% | +0.09% | — | |
| 33 | DAVE | Dave Inc | Stock-Other | 0.20% | — | — | |
| 34 | ADME | Aptus Drwdwn Mgd Eqty ETF | ETF-Other | 0.20% | — | -21.35% | |
| 35 | XLF | Ss Financial Select Sector | ETF-Other | 0.19% | +0.02% | — | |
| 36 | NIO | Nio Inc - Adr | Stock-Consumer Disc | 0.19% | -0.48% | -13.36% | |
| 37 | APP | Applovin Corp-class A | Stock-Tech | 0.19% | — | — | |
| 38 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.19% | +0.06% | -14.01% | |
| 39 | CRDO | Credo Technology Group Holding Ltd | Stock-Tech | 0.18% | — | — | |
| 40 | NVDA | Nvidia CORP | Stock-Tech | 0.18% | +0.21% | — | |
| 41 | SOFI | Sofi Technologies Inc | Stock-Financials | 0.15% | +0.10% | -24.14% | |
| 42 | LCNB | Lcnb Corporation | Stock-Other | 0.15% | +0.06% | — | |
| 43 | ENVX | Enovix CORP | Stock-Other | 0.12% | — | — | |
| 44 | QS | Quantumscape CORP | Stock-Consumer Disc | 0.05% | — | -19.56% | |
| 45 | CCIVGBP | Lucid Group Inc | Stock-Other | 0.03% | — | +1.39% |
According to official SEC Form 13F filings, Axim Planning & Wealth reported a total U.S. public equity portfolio value of $71.5M across 45 disclosed positions in Q1 2025.
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.
During Q1 2025, Axim Planning & Wealth's top holdings by market value included EH (81.3%)、HPF (4.9%)、CLF (1.6%). The largest single position, EH, represented 81.3% of total portfolio value.
In Q1 2025, 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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