Axim Planning & Wealth Top Holdings and 13F Report (2025) About Axim Planning & WealthInvestment ActivityAxim Planning & Wealth has $93.93 million in total holdings as of December 31, 2024.Axim Planning & Wealth owns shares of 41 different stocks, but just 2 companies or ETFs make up 80% of its holdings.Approximately 4.42% of the portfolio was purchased this quarter.About 7.94% of the portfolio was sold this quarter.This quarter, Axim Planning & Wealth has purchased 35 new stocks and bought additional shares in 13 stocks.Axim Planning & Wealth sold shares of 17 stocks and completely divested from 1 stock this quarter.Largest Holdings EHang $71,729,418John Hancock Preferred Income Fund II $6,806,816Cleveland-Cliffs $1,907,796Procter & Gamble $1,103,472Microsoft $1,072,296 Largest New Holdings this Quarter Cleveland-Cliffs $1,907,796 HoldingVanguard Small-Cap Growth ETF $302,185 HoldingVanguard Small-Cap Value ETF $296,874 HoldingVanguard Value ETF $271,219 HoldingVanguard FTSE Developed Markets ETF $235,753 Holding Largest Purchases this Quarter Cleveland-Cliffs 202,957 shares (about $1.91M)Vanguard Small-Cap Growth ETF 1,079 shares (about $302.19K)Vanguard Small-Cap Value ETF 1,498 shares (about $296.87K)Vanguard Value ETF 1,602 shares (about $271.22K)iShares MSCI USA Quality Factor ETF 1,373 shares (about $244.50K) Largest Sales this Quarter Carnival Co. & 232,354 shares (about $5.79M)EHang 49,213 shares (about $774.86K)SoFi Technologies 13,606 shares (about $209.53K)John Hancock Preferred Income Fund II 8,715 shares (about $144.23K)PIMCO ETF TR 1,400 shares (about $126.59K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAxim Planning & Wealth Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorEHEHang$71,729,418$774,859 ▼-1.1%4,555,69576.4%AerospaceHPFJohn Hancock Preferred Income Fund II$6,806,816$144,233 ▼-2.1%411,2887.2%Financial ServicesCLFCleveland-Cliffs$1,907,796$1,907,796 ▲New Holding202,9572.0%Basic MaterialsPGProcter & Gamble$1,103,472$14,586 ▼-1.3%6,5821.2%Consumer StaplesMSFTMicrosoft$1,072,296$6,323 ▼-0.6%2,5441.1%Computer and TechnologyQUALiShares MSCI USA Quality Factor ETF$752,744$244,504 ▲48.1%4,2270.8%ETFUSBU.S. Bancorp$737,6820.0%15,4230.8%FinanceCCLCarnival Co. &$623,000$5,790,262 ▼-90.3%25,0000.7%Consumer DiscretionaryPMPhilip Morris International$490,5470.0%4,0760.5%Consumer StaplesJPMJPMorgan Chase & Co.$466,955$1,199 ▲0.3%1,9480.5%FinanceIVWiShares S&P 500 Growth ETF$457,393$78,280 ▲20.6%4,5050.5%ETFTSLATesla$430,090$99,345 ▼-18.8%1,0650.5%Auto/Tires/TrucksDYNFiShares U.S. Equity Factor Rotation Active ETF$366,028$98,041 ▲36.6%7,1420.4%ETFIVEiShares S&P 500 Value ETF$361,908$165,875 ▲84.6%1,8960.4%ETFACIOAptus Collared Investment Opportunity ETF$356,567$7,646 ▼-2.1%8,8610.4%ETFIVViShares Core S&P 500 ETF$333,193$20,015 ▼-5.7%5660.4%ETFVBKVanguard Small-Cap Growth ETF$302,185$302,185 ▲New Holding1,0790.3%ETFSOFISoFi Technologies$297,405$209,533 ▼-41.3%19,3120.3%FinanceVBRVanguard Small-Cap Value ETF$296,874$296,874 ▲New Holding1,4980.3%ETFXOMExxon Mobil$296,033$5,916 ▲2.0%2,7520.3%Oils/EnergyADMEAptus Drawdown Managed Equity ETF$294,953$36,437 ▼-11.0%6,3140.3%ETFCATCaterpillar$290,208$5,804 ▼-2.0%8000.3%Industrial ProductsNIONIO$286,674$63,795 ▼-18.2%65,7510.3%Auto/Tires/TrucksAMZNAmazon.com$283,452$1,975 ▲0.7%1,2920.3%Retail/WholesaleEFGiShares MSCI EAFE Growth ETF$283,325$95,184 ▲50.6%2,9260.3%ETFQQQInvesco QQQ$275,042$13,292 ▲5.1%5380.3%FinanceVTVVanguard Value ETF$271,219$271,219 ▲New Holding1,6020.3%ETFMDLZMondelez International$269,203$8,302 ▲3.2%4,5070.3%Consumer StaplesEFViShares MSCI EAFE Value ETF$255,529$64,643 ▲33.9%4,8700.3%ETFAAPLApple$250,420$21,787 ▼-8.0%1,0000.3%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$235,753$235,753 ▲New Holding4,9300.3%ETFGOOGLAlphabet$224,321$9,844 ▼-4.2%1,1850.2%Computer and TechnologyMETAMeta Platforms$223,079$8,783 ▼-3.8%3810.2%Computer and TechnologyMOAltria Group$219,618$209 ▲0.1%4,2000.2%Consumer StaplesPIMCO ETF TR$210,227$126,588 ▼-37.6%2,3250.2%ACTIVE BD ETFSBUXStarbucks$210,149$94,261 ▼-31.0%2,3030.2%Retail/WholesaleCSCOCisco Systems$201,931$201,931 ▲New Holding3,4110.2%Computer and TechnologyLCNBLCNB$173,9950.0%11,5000.2%FinanceARDCAres Dynamic Credit Allocation Fund$154,439$154,439 ▲New Holding10,2210.2%Financial ServicesQSQuantumScape$80,6530.0%15,5400.1%Auto/Tires/TrucksLCIDLucid Group$43,488$2,718 ▲6.7%14,4000.0%Auto/Tires/TrucksTDUPThredUp$0$21,050 ▼-100.0%00.0%Consumer StaplesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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