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CIK: 0002052531
Total reported value
$208.3M
$208.3M
130 檔
10.5%
In Q4 2024, Axis Wealth Partners, LLC's U.S. equity holdings reached a combined market value of $208.3M, distributed across 130 disclosed stock positions.
During Q4 2024, Axis Wealth Partners, LLC'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 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 4.05% | -0.08% | — | |
| 2 | FBND | Fidelity Total Bond ETF | ETF-Other | 3.87% | -0.13% | — | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.82% | -0.07% | — | |
| 4 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 3.50% | -0.31% | — | |
| 5 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.25% | -0.18% | — | |
| 6 | FDVV | Fidelity High Dividend ETF | ETF-Other | 2.56% | -0.04% | — | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.46% | -0.01% | — | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.30% | -0.22% | — | |
| 9 | VUG | Vanguard Growth ETF | ETF-Other | 2.28% | +0.20% | — | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.19% | -0.26% | — | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.15% | -0.16% | — | |
| 12 | DFUV | Dimensional US Marketwide Va | ETF-Other | 2.07% | -0.08% | — | |
| 13 | DFAI | Dimensional International Co | ETF-Other | 1.99% | -0.17% | — | |
| 14 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.81% | +0.02% | — | |
| 15 | UITB | Victoryshares Core Intermedi | ETF-Other | 1.74% | +0.03% | — | |
| 16 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.73% | +0.06% | — | |
| 17 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.63% | -0.07% | — | |
| 18 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.57% | — | — | |
| 19 | DEM | Wisdomtree Emerging Markets | ETF-Emerging Markets | 1.55% | -0.11% | — | |
| 20 | PEY | Invesco High Yield Equity Di | ETF-High Yield | 1.35% | -0.05% | — | |
| 21 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.20% | -0.03% | — | |
| 22 | DHS | Wisdomtree US High Dividend | ETF-Other | 1.14% | -0.03% | — | |
| 23 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.11% | -0.20% | — | |
| 24 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.09% | +0.06% | — | |
| 25 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.03% | -0.06% | — | |
| 26 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.01% | +0.01% | — | |
| 27 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.01% | +0.07% | — | |
| 28 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.01% | -0.20% | — | |
| 29 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.00% | +0.30% | — | |
| 30 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.97% | -0.06% | — | |
| 31 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.94% | -0.06% | — | |
| 32 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.90% | -0.07% | — | |
| 33 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.88% | +0.04% | — | |
| 34 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.88% | -0.08% | — | |
| 35 | RECS | Columbia Resear Enh Cor ETF | ETF-Other | 0.84% | -0.03% | — | |
| 36 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.84% | -0.14% | — | |
| 37 | IDV | Ishares International Select | ETF-Other | 0.83% | -0.09% | — | |
| 38 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.82% | — | — | |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.80% | +0.08% | — | |
| 40 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.77% | +0.01% | — | |
| 41 | MSFT | Microsoft CORP | Stock-Tech | 0.73% | -0.11% | — | |
| 42 | CDC | Victoryshares US Eq Income E | ETF-Other | 0.72% | -0.04% | — | |
| 43 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.70% | +0.03% | — | |
| 44 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.69% | +0.08% | — | |
| 45 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.69% | +0.03% | — | |
| 46 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.66% | +0.06% | — | |
| 47 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 0.64% | — | — | |
| 48 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.62% | -0.03% | — | |
| 49 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.62% | +0.02% | — | |
| 50 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 0.61% | -0.04% | — |
According to official SEC Form 13F filings, Axis Wealth Partners, LLC reported a total U.S. public equity portfolio value of $208.3M across 130 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including DGRW, FBND, VOO) accounted for 10.5% of total reported equity market value during Q4 2024.
During Q4 2024, Axis Wealth Partners, LLC's top holdings by market value included DGRW (4.0%)、FBND (3.9%)、VOO (3.8%). The largest single position, DGRW, represented 4.0% of total portfolio value.
In Q4 2024, Axis Wealth Partners, LLC 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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