Axiom Financial Strategies, LLC Top Holdings and 13F Report (2024) About Axiom Financial Strategies, LLCInvestment ActivityAxiom Financial Strategies, LLC has $189.36 million in total holdings as of September 30, 2024.Axiom Financial Strategies, LLC owns shares of 45 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 19.12% of the portfolio was purchased this quarter.About 5.69% of the portfolio was sold this quarter.This quarter, Axiom Financial Strategies, LLC has purchased 26 new stocks and bought additional shares in 19 stocks.Axiom Financial Strategies, LLC sold shares of 6 stocks and completely divested from 0 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $29,816,341Vanguard Mid-Cap ETF $25,911,836Vanguard Total International Stock ETF $17,372,682Vanguard Information Technology ETF $16,019,419Vanguard Small-Cap ETF $10,948,845 Largest New Holdings this Quarter Apple $851,848 HoldingZacks Earnings Consistent Portfolio ETF $700,494 HoldingJPMorgan Chase & Co. $494,467 HoldingLowe's Companies $361,043 HoldingUnitedHealth Group $324,497 Holding Largest Purchases this Quarter iShares Core S&P 500 ETF 22,721 shares (about $13.11M)SPDR Bloomberg High Yield Bond ETF 34,351 shares (about $3.36M)Vanguard Small-Cap ETF 13,090 shares (about $3.11M)ALPS O'Shares U.S. Small-Cap Quality Dividend ETF 49,627 shares (about $2.24M)Vanguard Financials ETF 18,017 shares (about $1.98M) Largest Sales this Quarter Vanguard Short-Term Bond ETF 82,647 shares (about $6.50M)Vanguard Long-Term Bond ETF 28,906 shares (about $2.17M)Vanguard Consumer Staples ETF 3,605 shares (about $787.61K)Vanguard Utilities ETF 3,914 shares (about $681.24K)Vanguard Health Care ETF 2,194 shares (about $619.15K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAxiom Financial Strategies, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$29,816,341$13,105,900 ▲78.4%51,69115.7%ETFVOVanguard Mid-Cap ETF$25,911,836$17,677 ▼-0.1%98,21413.7%ETFVXUSVanguard Total International Stock ETF$17,372,682$179,783 ▲1.0%268,3459.2%ETFVGTVanguard Information Technology ETF$16,019,419$1,538,423 ▲10.6%27,3138.5%ETFVBVanguard Small-Cap ETF$10,948,845$3,105,063 ▲39.6%46,1575.8%ETFVWOVanguard FTSE Emerging Markets ETF$8,959,475$39,668 ▲0.4%187,2414.7%ETFVFHVanguard Financials ETF$7,886,750$1,980,261 ▲33.5%71,7564.2%ETFVHTVanguard Health Care ETF$6,797,067$619,147 ▼-8.3%24,0863.6%ETFOUSMALPS O'Shares U.S. Small-Cap Quality Dividend ETF$6,670,824$2,236,693 ▲50.4%148,0103.5%ETFCOMBGraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF$6,635,154$536,285 ▲8.8%323,7993.5%FinancePTINPacer Trendpilot International ETF$6,372,828$74,455 ▲1.2%206,1073.4%ETFVISVanguard Industrials ETF$6,193,955$291,544 ▲4.9%23,8163.3%ETFVOXVanguard Communication Services ETF$5,790,688$1,390,062 ▲31.6%39,8293.1%ETFJNKSPDR Bloomberg High Yield Bond ETF$4,299,288$3,359,222 ▲357.3%43,9642.3%FinanceVCRVanguard Consumer Discretionary ETF$3,843,406$94,315 ▲2.5%11,2882.0%ETFVDEVanguard Energy ETF$3,269,566$857,408 ▲35.5%26,6971.7%ETFVAWVanguard Materials ETF$2,764,885$178,898 ▲6.9%13,0751.5%ETFBSVVanguard Short-Term Bond ETF$2,688,204$6,503,483 ▼-70.8%34,1621.4%ETFVWOBVanguard Emerging Markets Government Bond ETF$2,600,033$100,550 ▲4.0%39,1751.4%ETFVDCVanguard Consumer Staples ETF$2,195,037$787,609 ▼-26.4%10,0471.2%ETFEFAiShares MSCI EAFE ETF$2,072,268$8,948 ▲0.4%24,7791.1%FinanceBLVVanguard Long-Term Bond ETF$1,604,731$2,172,867 ▼-57.5%21,3480.8%ETFMSFTMicrosoft$1,085,647$825,746 ▲317.7%2,5230.6%Computer and TechnologyAAPLApple$851,848$851,848 ▲New Holding3,6560.4%Computer and TechnologyZECPZacks Earnings Consistent Portfolio ETF$700,494$700,494 ▲New Holding22,7150.4%ETFVPUVanguard Utilities ETF$580,983$681,237 ▼-54.0%3,3380.3%ETFJPMJPMorgan Chase & Co.$494,467$494,467 ▲New Holding2,3450.3%FinanceBRK.BBerkshire Hathaway$426,201$167,074 ▲64.5%9260.2%FinanceVVVanguard Large-Cap ETF$419,1580.0%1,5920.2%ETFLOWLowe's Companies$361,043$361,043 ▲New Holding1,3330.2%Retail/WholesaleUNHUnitedHealth Group$324,497$324,497 ▲New Holding5550.2%MedicalACNAccenture$293,742$293,742 ▲New Holding8310.2%Computer and TechnologyZACKS TRUST$277,889$277,889 ▲New Holding8,3960.1%SMALL/MID CAPADIAnalog Devices$263,314$263,314 ▲New Holding1,1440.1%Computer and TechnologyCBChubb$261,858$261,858 ▲New Holding9080.1%FinanceCVXChevron$257,367$257,367 ▲New Holding1,7480.1%Oils/EnergyPEPPepsiCo$248,443$248,443 ▲New Holding1,4610.1%Consumer StaplesAMGNAmgen$246,813$246,813 ▲New Holding7660.1%MedicalMETAMeta Platforms$242,715$242,715 ▲New Holding4240.1%Computer and TechnologyAFLAflac$234,892$234,892 ▲New Holding2,1010.1%FinanceCOSTCostco Wholesale$232,268$232,268 ▲New Holding2620.1%Retail/WholesaleLINDE PLC$227,939$227,939 ▲New Holding4780.1%SHSADPAutomatic Data Processing$215,849$215,849 ▲New Holding7800.1%Business ServicesAMATApplied Materials$202,858$202,858 ▲New Holding1,0040.1%Computer and TechnologyPAYXPaychex$200,480$200,480 ▲New Holding1,4940.1%Business ServicesShowing 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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