Axis Wealth Partners, LLC Top Holdings and 13F Report (2025) About Axis Wealth Partners, LLCInvestment ActivityAxis Wealth Partners, LLC has $118.66 million in total holdings as of December 31, 2024.Axis Wealth Partners, LLC owns shares of 130 different stocks, but just 64 companies or ETFs make up 80% of its holdings.Largest Holdings WisdomTree U.S. Quality Dividend Growth Fund $4,807,882Fidelity Total Bond ETF $4,593,735Vanguard S&P 500 ETF $4,532,897Vanguard International High Dividend Yield ETF $4,152,857Schwab US Dividend Equity ETF $3,850,607 Sector AllocationMap of 500 Largest Holdings ofAxis Wealth Partners, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorDGRWWisdomTree U.S. Quality Dividend Growth Fund$4,807,88259,4084.1%ManufacturingFBNDFidelity Total Bond ETF$4,593,735102,3793.9%ETFVOOVanguard S&P 500 ETF$4,532,8978,4133.8%ETFVYMIVanguard International High Dividend Yield ETF$4,152,85761,1793.5%ETFSCHDSchwab US Dividend Equity ETF$3,850,607140,9453.2%ETFFDVVFidelity High Dividend ETF$3,035,23560,7782.6%ETFVIGVanguard Dividend Appreciation ETF$2,916,28914,8922.5%ETFSPYSPDR S&P 500 ETF Trust$2,734,7674,6662.3%FinanceVUGVanguard Growth ETF$2,701,9026,5832.3%ETFAAPLApple$2,599,61010,3812.2%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$2,550,09226,3172.1%FinanceDFUVDimensional US Marketwide Value ETF$2,453,82359,9662.1%ETFDFAIDimensional International Core Equity Market ETF$2,364,50680,9762.0%ETFIWRiShares Russell Mid-Cap ETF$2,143,83924,2521.8%ETFUITBVictoryShares Core Intermediate Bond ETF$2,066,74844,9681.7%ETFIVWiShares S&P 500 Growth ETF$2,056,07820,2511.7%ETFVYMVanguard High Dividend Yield ETF$1,929,21915,1201.6%ETFSPYVSPDR Portfolio S&P 500 Value ETF$1,858,29336,3371.6%ETFDEMWisdomTree Emerging Markets High Dividend Fund$1,837,61245,3841.5%FinancePEYInvesco High Yield Equity Dividend Achievers ETF$1,598,43275,1851.3%ETFEFGiShares MSCI EAFE Growth ETF$1,421,49914,6801.2%ETFDHSWisdomTree U.S. High Dividend Fund$1,354,16615,3871.1%FinanceDFACDimensional U.S. Core Equity 2 ETF$1,317,35838,0851.1%ETFVOOGVanguard S&P 500 Growth ETF$1,292,6923,5311.1%ETFIVEiShares S&P 500 Value ETF$1,218,4436,3831.0%ETFIJHiShares Core S&P Mid-Cap ETF$1,203,50619,3151.0%ETFVEAVanguard FTSE Developed Markets ETF$1,202,00625,1361.0%ETFVZVerizon Communications$1,199,76730,0021.0%Computer and TechnologySGOViShares 0-3 Month Treasury Bond ETF$1,182,21811,7841.0%ETFRSPInvesco S&P 500 Equal Weight ETF$1,156,8596,6021.0%ETFVCSHVanguard Short-Term Corporate Bond ETF$1,109,64114,2240.9%ETFSDYSPDR S&P Dividend ETF$1,070,4638,1030.9%ETFIUSGiShares Core S&P U.S. Growth ETF$1,042,8307,4840.9%ManufacturingEFViShares MSCI EAFE Value ETF$1,038,87019,7990.9%ETFRECSColumbia Research Enhanced Core ETF$996,49728,7840.8%ETFAMZNAmazon.com$992,3834,5230.8%Retail/WholesaleIDViShares International Select Dividend ETF$982,79135,8940.8%ETFIWFiShares Russell 1000 Growth ETF$969,3472,4140.8%ETFQQQInvesco QQQ$946,0851,8510.8%FinanceDFASDimensional U.S. Small Cap ETF$917,02914,0910.8%ETFMSFTMicrosoft$869,8982,0640.7%Computer and TechnologyCDCVictoryShares US EQ Income Enhanced Volatility Wtd ETF$848,56613,5600.7%ManufacturingESGUiShares ESG Aware MSCI USA ETF$833,1226,4670.7%ManufacturingUNHUnitedHealth Group$813,6151,6080.7%MedicalSPSMSPDR Portfolio S&P 600 Small Cap ETF$813,51618,1100.7%ETFVONGVanguard Russell 1000 Growth ETF$787,2907,6210.7%ETFJGROJPMorgan Active Growth ETF$758,8739,3650.6%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$735,1936,8810.6%FinanceIJJiShares S&P Mid-Cap 400 Value ETF$734,9405,8810.6%ETFANGLVanEck Fallen Angel High Yield Bond ETF$722,00825,1830.6%ManufacturingIJKiShares S&P Mid-Cap 400 Growth ETF$721,0417,9300.6%ETFVTVVanguard Value ETF$646,5483,8190.5%ETFVBRVanguard Small-Cap Value ETF$643,3733,2460.5%ETFMOAltria Group$592,73411,3360.5%Consumer StaplesAVSCAvantis U.S. Small Cap Equity ETF$575,75110,5910.5%ETFIQDGWisdomTree International Quality Dividend Growth Fund$567,90616,6010.5%FinanceIWDiShares Russell 1000 Value ETF$567,3803,0650.5%ETFDFAUDimensional US Core Equity Market ETF$560,09913,8330.5%ETFGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$549,7074,7730.5%ETFBUFRFT Vest Laddered Buffer ETF$548,30317,9950.5%ETFJCPBJPMorgan Core Plus Bond ETF$544,74411,8240.5%ETFIVViShares Core S&P 500 ETF$544,6859250.5%ETFVBKVanguard Small-Cap Growth ETF$544,0021,9420.5%ETFJPMJPMorgan Chase & Co.$534,1792,2280.5%FinanceXOMExxon Mobil$524,1714,8730.4%Oils/EnergyJPIEJPMorgan Income ETF$524,02111,4870.4%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$518,4306,4590.4%ETFVGITVanguard Intermediate-Term Treasury Index ETF$517,4048,9210.4%ETFTSLATesla$505,6471,2520.4%Auto/Tires/TrucksNVDANVIDIA$505,4013,7640.4%Computer and TechnologyVXUSVanguard Total International Stock ETF$495,6638,4110.4%ETFVWOVanguard FTSE Emerging Markets ETF$492,67611,1870.4%ETFVTCVanguard Total Corporate Bond Fund$489,6076,4670.4%ETFTAT&T$481,44821,1440.4%Computer and TechnologyDFATDimensional U.S. Targeted Value ETF$474,6228,5270.4%ETFWPCW. P. Carey$468,3658,5970.4%FinanceBNDVanguard Total Bond Market ETF$467,6026,5030.4%ETFQCOMQUALCOMM$459,8852,9940.4%Computer and TechnologyITOTiShares Core S&P Total U.S. Stock Market ETF$457,9223,5600.4%ETFOMFLInvesco Russell 1000 Dynamic Multifactor ETF$455,7488,4040.4%ETFWFCWells Fargo & Company$454,2756,4670.4%FinanceTXNTexas Instruments$448,0452,3890.4%Computer and TechnologyXLUUtilities Select Sector SPDR Fund$444,2865,8700.4%ETFVTIVanguard Total Stock Market ETF$425,0511,4670.4%ETFIRMIron Mountain$422,2144,0170.4%Business ServicesLVHIFranklin International Low Volatility High Dividend Index ETF$420,83813,7890.4%ETFMCDMcDonald's$409,5651,4130.3%Retail/WholesaleDUHPDimensional US High Profitability ETF$407,05012,0460.3%ETFBNDXVanguard Total International Bond ETF$405,3228,2630.3%ETFSHYiShares 1-3 Year Treasury Bond ETF$391,7634,7790.3%ManufacturingGOOGLAlphabet$369,8571,9540.3%Computer and TechnologyBACBank of America$369,7418,4130.3%FinanceMETAMeta Platforms$355,7036080.3%Computer and TechnologySCHGSchwab U.S. Large-Cap Growth ETF$348,87212,5180.3%ETFJ P MORGAN EXCHANGE TRADED F$347,7255,6050.3%HEDGED EQUITY LABRK.BBerkshire Hathaway$345,2107620.3%FinanceJEPIJPMorgan Equity Premium Income ETF$333,1105,7900.3%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$323,7284,1160.3%ETFEFAiShares MSCI EAFE ETF$315,7144,1760.3%FinanceABBVAbbVie$314,7181,7710.3%MedicalShowing 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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