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CIK: 0001831985
Total reported value
$319.1M
$319.1M
42 檔
30.2%
At the close of Q4 2024, Axiom Financial Strategies, LLC disclosed equity holdings valued at approximately $319.1M, spread across 42 reported holdings.
In Q4 2024, Axiom Financial Strategies, LLC adopted a defensive or profit-taking posture, trimming 24 positions and completely liquidating 4 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 17.25% | +0.63% | +1.63% | |
| 2 | VO | Vanguard Mid-cap ETF | ETF-Other | 13.72% | — | -5.19% | |
| 3 | VGT | Vanguard Info Tech ETF | ETF-Tech | 9.17% | — | -3.19% | |
| 4 | VXUS | Vanguard Total Intl Stock | ETF-Other | 8.74% | — | -0.96% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-Other | 4.87% | — | -21.34% | |
| 6 | VFH | Vanguard Financials ETF | ETF-Other | 4.81% | — | +1.68% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 4.09% | — | -10.98% | |
| 8 | COMB | Graniteshares Bcom Broad Str | ETF-Other | 3.59% | — | -0.32% | |
| 9 | VOX | Vanguard Communication Servi | ETF-Other | 3.59% | — | +4.22% | |
| 10 | VIS | Vanguard Industrials ETF | ETF-Other | 3.26% | — | -3.67% | |
| 11 | VHT | Vanguard Health Care ETF | ETF-Other | 3.17% | — | -6.96% | |
| 12 | PTIN | Pacer Trendpilot Intl ETF | ETF-Other | 3.17% | — | -0.64% | |
| 13 | OUSM | Alps Oshares US Small-cap Qu | ETF-Other | 2.75% | — | -23.84% | |
| 14 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 2.34% | — | +0.12% | |
| 15 | VDE | Vanguard Energy ETF | ETF-Other | 2.25% | — | +24.78% | |
| 16 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 2.23% | — | -5.66% | |
| 17 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.46% | — | -0.97% | |
| 18 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 1.38% | — | -0.03% | |
| 19 | VAW | Vanguard Materials ETF | ETF-Other | 1.35% | — | -1.37% | |
| 20 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.05% | — | — | |
| 21 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 0.90% | — | -24.16% | |
| 22 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 0.81% | — | -0.35% | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 0.61% | -0.01% | +2.10% | |
| 24 | AAPL | Apple Inc | Stock-Tech | 0.46% | — | -10.89% | |
| 25 | ZECP | Zacks Earnings Consistent Po | ETF-Other | 0.39% | — | +0.30% | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.29% | — | -6.10% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.23% | -0.02% | — | |
| 28 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.19% | — | +3.30% | |
| 29 | ACN | Accenture plc | Stock-Tech | 0.17% | — | +4.45% | |
| 30 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.16% | +0.07% | NEW | |
| 31 | SMIZ | Zacks Small/mid Cap ETF | ETF-Other | 0.16% | — | +0.30% | |
| 32 | CVX | Chevron CORP | Stock-Energy | 0.14% | — | -0.23% | |
| 33 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.14% | — | +2.29% | |
| 34 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.14% | -0.01% | -1.65% | |
| 35 | CB | Chubb Limited | Stock-Financials | 0.13% | — | -3.85% | |
| 36 | ADI | Analog Devices Inc | Stock-Tech | 0.13% | — | -0.87% | |
| 37 | ADP | Automatic Data Processing | Stock-Tech | 0.13% | — | +3.33% | |
| 38 | AFL | Aflac Inc | Stock-Financials | 0.12% | — | +2.95% | |
| 39 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.12% | — | -1.16% | |
| 40 | CSCO | Cisco Systems Inc | Stock-Tech | 0.12% | — | — | |
| 41 | PAYX | Paychex Inc | Stock-Tech | 0.11% | — | -1.81% | |
| 42 | AMGN | Amgen Inc | Stock-Healthcare | 0.11% | — | +1.17% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +1.5% | +1.63% | Add |
| 2 | VGT | Vanguard Info Tech ETF | +0.7% | -3.19% | Trim |
| 3 | VFH | Vanguard Financials ETF | +0.7% | +1.68% | Add |
| 4 | VOX | Vanguard Communication Servi | +0.5% | +4.22% | Add |
| 5 | VDE | Vanguard Energy ETF | +0.5% | +24.78% | Add |
| 6 | VCR | Vanguard Consumer Discre ETF | +0.2% | -5.66% | Trim |
| 7 | CSCO | Cisco Systems Inc | +0.1% | NEW | New buy |
| 8 | COMB | Graniteshares Bcom Broad Str | +0.1% | -0.32% | Trim |
| 9 | JNK | Ss Spdr Bb High Yield Bond | +0.1% | +0.12% | Add |
| 10 | VO | Vanguard Mid-cap ETF | 0% | -5.19% | Trim |
| 11 | BSV | Vanguard Short-term Bond ETF | 0% | -0.97% | Trim |
| 12 | MSFT | Microsoft CORP | 0% | +2.10% | Add |
| 13 | JPM | Jpmorgan Chase & Co | 0% | -6.10% | Trim |
| 14 | ADP | Automatic Data Processing | 0% | +3.33% | Add |
| 15 | COST | Costco Wholesale CORP | 0% | +2.29% | Add |
| 16 | ZECP | Zacks Earnings Consistent Po | 0% | +0.30% | Add |
| 17 | VWOB | Vanguard Emerg Mkts Gov Bnd | 0% | -0.03% | Trim |
| 18 | AAPL | Apple Inc | 0% | -10.89% | Trim |
| 19 | ACN | Accenture plc | 0% | +4.45% | Add |
| 20 | SMIZ | Zacks Small/mid Cap ETF | 0% | +0.30% | Add |
| 21 | META | Meta Platforms Inc-class A | 0% | -1.65% | Trim |
| 22 | LOW | Lowe's Cos Inc | — | +3.30% | Add |
| 23 | AFL | Aflac Inc | — | +2.95% | Add |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | — | — | Unchanged |
| 25 | PAYX | Paychex Inc | — | -1.81% | Trim |
| 26 | CVX | Chevron CORP | — | -0.23% | Trim |
| 27 | VIS | Vanguard Industrials ETF | 0% | -3.67% | Trim |
| 28 | UNH | Unitedhealth Group Inc | 0% | +3.60% | Add |
| 29 | PEP | Pepsico Inc | 0% | -1.16% | Trim |
| 30 | ADI | Analog Devices Inc | 0% | -0.87% | Trim |
| 31 | CB | Chubb Limited | 0% | -3.85% | Trim |
| 32 | AMGN | Amgen Inc | 0% | +1.17% | Add |
| 33 | EFA | Ishares Msci Eafe ETF | 0% | — | Unchanged |
| 34 | BLV | Vanguard Long-term Bond ETF | 0% | -0.35% | Trim |
| 35 | VAW | Vanguard Materials ETF | -0.1% | -1.37% | Trim |
| 36 | AMAT | Applied Materials Inc | -0.1% | EXIT | Sold out |
| 37 | LIN | Linde plc | -0.1% | EXIT | Sold out |
| 38 | PTIN | Pacer Trendpilot Intl ETF | -0.2% | -0.64% | Trim |
| 39 | VV | Vanguard Large-cap ETF | -0.2% | EXIT | Sold out |
| 40 | VDC | Vanguard Consumer Staple ETF | -0.3% | -24.16% | Trim |
| 41 | VPU | Vanguard Utilities ETF | -0.3% | EXIT | Sold out |
| 42 | VHT | Vanguard Health Care ETF | -0.4% | -6.96% | Trim |
| 43 | VXUS | Vanguard Total Intl Stock | -0.4% | -0.96% | Trim |
| 44 | VWO | Vanguard Ftse Emerging Marke | -0.6% | -10.98% | Trim |
| 45 | OUSM | Alps Oshares US Small-cap Qu | -0.8% | -23.84% | Trim |
| 46 | VB | Vanguard Small-cap ETF | -0.9% | -21.34% | 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 42 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 IVV, VO, VGT) accounted for 30.2% of total reported equity market value during Q4 2024.
Top New Position Initiated
CSCO
市值: $207.1K
Top Position Liquidated / Trimmed
VPU
前期市值: $581.0K
During Q4 2024, Axiom Financial Strategies, LLC's top holdings by market value included IVV (17.3%)、VO (13.7%)、VGT (9.2%). The largest single position, IVV, represented 17.3% of total portfolio value.
In Q4 2024, Axiom Financial Strategies, LLC made 44 total portfolio adjustments, initiating 1 new buys, adding to 15 positions, trimming 24 holdings, and fully liquidating 4 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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