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CIK: 0001831985
Total reported value
$319.1M
$319.1M
45 檔
31.4%
In Q3 2024, Axiom Financial Strategies, LLC's U.S. equity holdings reached a combined market value of $319.1M, distributed across 45 disclosed stock positions.
In Q3 2024, Axiom Financial Strategies, LLC displayed an active expansion posture, initiating 19 new positions and adding to 19 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 15.75% | +0.63% | +78.43% | |
| 2 | VO | Vanguard Mid-cap ETF | ETF-Other | 13.68% | — | -0.07% | |
| 3 | VXUS | Vanguard Total Intl Stock | ETF-Other | 9.17% | — | +1.05% | |
| 4 | VGT | Vanguard Info Tech ETF | ETF-Tech | 8.46% | — | +10.62% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-Other | 5.78% | — | +39.59% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 4.73% | — | +0.44% | |
| 7 | VFH | Vanguard Financials ETF | ETF-Other | 4.16% | — | +33.53% | |
| 8 | VHT | Vanguard Health Care ETF | ETF-Other | 3.59% | — | -8.35% | |
| 9 | OUSM | Alps Oshares US Small-cap Qu | ETF-Other | 3.52% | — | +50.44% | |
| 10 | COMB | Graniteshares Bcom Broad Str | ETF-Other | 3.50% | — | +8.79% | |
| 11 | PTIN | Pacer Trendpilot Intl ETF | ETF-Other | 3.37% | — | +1.18% | |
| 12 | VIS | Vanguard Industrials ETF | ETF-Other | 3.27% | — | +4.94% | |
| 13 | VOX | Vanguard Communication Servi | ETF-Other | 3.06% | — | +31.59% | |
| 14 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 2.27% | — | +357.34% | |
| 15 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 2.03% | — | +2.52% | |
| 16 | VDE | Vanguard Energy ETF | ETF-Other | 1.73% | — | +35.55% | |
| 17 | VAW | Vanguard Materials ETF | ETF-Other | 1.46% | — | +6.92% | |
| 18 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.42% | — | -70.75% | |
| 19 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 1.37% | — | +4.02% | |
| 20 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 1.16% | — | -26.41% | |
| 21 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.09% | — | +0.43% | |
| 22 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 0.85% | — | -57.52% | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 0.57% | -0.01% | +317.72% | |
| 24 | AAPL | Apple Inc | Stock-Tech | 0.45% | — | — | |
| 25 | ZECP | Zacks Earnings Consistent Po | ETF-Other | 0.37% | — | — | |
| 26 | VPU | Vanguard Utilities ETF | ETF-Other | 0.31% | — | -53.97% | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.26% | — | — | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.23% | -0.02% | +64.48% | |
| 29 | VV | Vanguard Large-cap ETF | ETF-Other | 0.22% | — | — | |
| 30 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.19% | — | — | |
| 31 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.17% | +0.07% | NEW | |
| 32 | ACN | Accenture plc | Stock-Tech | 0.16% | — | — | |
| 33 | SMIZ | Zacks Small/mid Cap ETF | ETF-Other | 0.15% | — | — | |
| 34 | ADI | Analog Devices Inc | Stock-Tech | 0.14% | — | — | |
| 35 | CB | Chubb Limited | Stock-Financials | 0.14% | — | — | |
| 36 | CVX | Chevron CORP | Stock-Energy | 0.14% | — | — | |
| 37 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.13% | — | — | |
| 38 | AMGN | Amgen Inc | Stock-Healthcare | 0.13% | — | — | |
| 39 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.13% | -0.01% | — | |
| 40 | AFL | Aflac Inc | Stock-Financials | 0.12% | — | — | |
| 41 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.12% | — | — | |
| 42 | LIN | Linde plc | Stock-Materials | 0.12% | — | — | |
| 43 | ADP | Automatic Data Processing | Stock-Tech | 0.11% | — | — | |
| 44 | AMAT | Applied Materials Inc | Stock-Tech | 0.11% | — | — | |
| 45 | PAYX | Paychex Inc | Stock-Tech | 0.11% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +5.5% | +78.43% | Add |
| 2 | JNK | Ss Spdr Bb High Yield Bond | +1.7% | +357.34% | Add |
| 3 | VB | Vanguard Small-cap ETF | +1.1% | +39.59% | Add |
| 4 | OUSM | Alps Oshares US Small-cap Qu | +0.9% | +50.44% | Add |
| 5 | VFH | Vanguard Financials ETF | +0.7% | +33.53% | Add |
| 6 | AAPL | Apple Inc | +0.5% | NEW | New buy |
| 7 | MSFT | Microsoft CORP | +0.4% | +317.72% | Add |
| 8 | ZECP | Zacks Earnings Consistent Po | +0.4% | NEW | New buy |
| 9 | VOX | Vanguard Communication Servi | +0.3% | +31.59% | Add |
| 10 | JPM | Jpmorgan Chase & Co | +0.3% | NEW | New buy |
| 11 | LOW | Lowe's Cos Inc | +0.2% | NEW | New buy |
| 12 | UNH | Unitedhealth Group Inc | +0.2% | NEW | New buy |
| 13 | ACN | Accenture plc | +0.2% | NEW | New buy |
| 14 | SMIZ | Zacks Small/mid Cap ETF | +0.2% | NEW | New buy |
| 15 | ADI | Analog Devices Inc | +0.1% | NEW | New buy |
| 16 | CB | Chubb Limited | +0.1% | NEW | New buy |
| 17 | CVX | Chevron CORP | +0.1% | NEW | New buy |
| 18 | PEP | Pepsico Inc | +0.1% | NEW | New buy |
| 19 | AMGN | Amgen Inc | +0.1% | NEW | New buy |
| 20 | META | Meta Platforms Inc-class A | +0.1% | NEW | New buy |
| 21 | AFL | Aflac Inc | +0.1% | NEW | New buy |
| 22 | COST | Costco Wholesale CORP | +0.1% | NEW | New buy |
| 23 | LIN | Linde plc | +0.1% | NEW | New buy |
| 24 | ADP | Automatic Data Processing | +0.1% | NEW | New buy |
| 25 | AMAT | Applied Materials Inc | +0.1% | NEW | New buy |
| 26 | PAYX | Paychex Inc | +0.1% | NEW | New buy |
| 27 | VDE | Vanguard Energy ETF | +0.1% | +35.55% | Add |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +64.48% | Add |
| 29 | VV | Vanguard Large-cap ETF | 0% | — | Unchanged |
| 30 | VAW | Vanguard Materials ETF | -0.1% | +6.92% | Add |
| 31 | VWOB | Vanguard Emerg Mkts Gov Bnd | -0.2% | +4.02% | Add |
| 32 | EFA | Ishares Msci Eafe ETF | -0.2% | +0.43% | Add |
| 33 | VIS | Vanguard Industrials ETF | -0.2% | +4.94% | Add |
| 34 | VCR | Vanguard Consumer Discre ETF | -0.2% | +2.52% | Add |
| 35 | VPU | Vanguard Utilities ETF | -0.4% | -53.97% | Trim |
| 36 | COMB | Graniteshares Bcom Broad Str | -0.4% | +8.79% | Add |
| 37 | PTIN | Pacer Trendpilot Intl ETF | -0.5% | +1.18% | Add |
| 38 | VWO | Vanguard Ftse Emerging Marke | -0.6% | +0.44% | Add |
| 39 | VDC | Vanguard Consumer Staple ETF | -0.6% | -26.41% | Trim |
| 40 | VGT | Vanguard Info Tech ETF | -0.8% | +10.62% | Add |
| 41 | VHT | Vanguard Health Care ETF | -1% | -8.35% | Trim |
| 42 | VXUS | Vanguard Total Intl Stock | -1.2% | +1.05% | Add |
| 43 | BLV | Vanguard Long-term Bond ETF | -1.5% | -57.52% | Trim |
| 44 | VO | Vanguard Mid-cap ETF | -1.8% | -0.07% | Trim |
| 45 | BSV | Vanguard Short-term Bond ETF | -4.4% | -70.75% | Trim |
According to official SEC Form 13F filings, Axiom Financial Strategies, LLC reported a total U.S. public equity portfolio value of $319.1M across 45 disclosed positions in Q3 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 IVV, VO, VXUS) accounted for 31.4% of total reported equity market value during Q3 2024.
Top New Position Initiated
AAPL
市值: $851.8K
Top Position Liquidated / Trimmed
VO
前期市值: $23.8M
During Q3 2024, Axiom Financial Strategies, LLC's top holdings by market value included IVV (15.8%)、VO (13.7%)、VXUS (9.2%). The largest single position, IVV, represented 15.8% of total portfolio value.
In Q3 2024, Axiom Financial Strategies, LLC made 44 total portfolio adjustments, initiating 19 new buys, adding to 19 positions, trimming 6 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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