13F Filings for Axim Planning Wealth (CIK: 1950607)
View the most recent portfolio holdings disclosed by Axim Planning Wealth in their 13F filing.
| Holding | Shares | Value | Portfolio Percent | Change Status | Change Amount |
|---|---|---|---|---|---|
| EH - EHANG HLDGS LTD(Class: ADS) | 4.40M | $76.35M | 69.77% | Increased | 4.45K (0.0%, $15.43M) |
| HPF - HANCOCK JOHN PFD INCOME FD I(Class: COM) | 322.06K | $5.09M | 4.65% | Decreased | 11.26K (3.0%, $448.01K) |
| CLF - CLEVELAND-CLIFFS INC NEW(Class: COM) | 240.57K | $1.83M | 1.67% | Increased | 18.48K (8.0%, $2.74K) |
| BTAL - AGF INVTS TR(Class: US MARKET NETRL) | 95.62K | $1.69M | 1.55% | Increased | 54.09K (130.0%, $827.08K) |
| N/A - ARROW INVTS TR(Class: RESV CAP ETF) | 14.53K | $1.46M | 1.33% | New | 14.53K ($1.46M) |
| MSFT - MICROSOFT CORP(Class: COM) | 2.42K | $1.21M | 1.10% | Increased | 63 (2.0%, $319.43K) |
| XLK - SELECT SECTOR SPDR TR(Class: TECHNOLOGY) | 3.64K | $921.50K | 0.84% | Increased | 1.59K (77.0%, $498.63K) |
| PG - PROCTER AND GAMBLE CO(Class: COM) | 5.55K | $884.86K | 0.81% | Decreased | 25 (0.0%, $65.91K) |
| PM - PHILIP MORRIS INTL INC(Class: COM) | 4.08K | $742.18K | 0.68% | Unchanged | |
| CTA - SIMPLIFY EXCHANGE TRADED FUN(Class: MANAGED FUTURES) | 27.19K | $727.09K | 0.66% | Increased | 14.57K (115.0%, $353.48K) |
| USB - US BANCORP DEL(Class: COM NEW) | 15.42K | $697.89K | 0.64% | Unchanged | |
| COST - COSTCO WHSL CORP NEW(Class: COM) | 697 | $689.99K | 0.63% | New | 697 ($689.99K) |
| TSLA - TESLA INC(Class: COM) | 2.09K | $665.18K | 0.61% | Increased | 278 (15.0%, $194.54K) |
| N/A - ISHARES TR(Class: MSCI USA QLT FCT) | 3.61K | $660.71K | 0.60% | N/A | - |
| IVW - ISHARES TR(Class: SP 500 GRWT ETF) | 5.79K | $637.04K | 0.58% | N/A | - |
| JPM - JPMORGAN CHASE CO.(Class: COM) | 1.81K | $524.45K | 0.48% | Decreased | 63 (3.0%, $65.25K) |
| DYNF - BLACKROCK ETF TRUST(Class: ISHARES US EQUIT) | 9.07K | $493.90K | 0.45% | N/A | - |
| AMD - ADVANCED MICRO DEVICES INC(Class: COM) | 3.16K | $448.55K | 0.41% | Increased | 285 (9.0%, $153.07K) |
| GTO - INVESCO ACTIVELY MANAGED EXC(Class: TOTAL RETURN) | 8.71K | $408.37K | 0.37% | New | 8.71K ($408.37K) |
| XLC - SELECT SECTOR SPDR TR(Class: COMMUNICATION) | 3.67K | $398.09K | 0.36% | New | 3.67K ($398.09K) |
| OEF - ISHARES TR(Class: SP 100 ETF) | 1.30K | $396.57K | 0.36% | New | 1.30K ($396.57K) |
| CLS - CELESTICA INC(Class: COM) | 2.51K | $392.15K | 0.36% | New | 2.51K ($392.15K) |
| RSP - INVESCO EXCHANGE TRADED FD T(Class: SP500 EQL WGT) | 2.10K | $381.11K | 0.35% | Increased | 179 (9.0%, $48.85K) |
| XLF - SELECT SECTOR SPDR TR(Class: FINANCIAL) | 6.24K | $326.68K | 0.30% | Increased | 1.86K (42.0%, $108.67K) |
| IVE - ISHARES TR(Class: SP 500 VAL ETF) | 1.65K | $322.05K | 0.29% | Decreased | 56 (3.0%, $2.70K) |