Axiom Financial Strategies, LLC holdings history

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111 is the total number of securities Axiom Financial Strategies, LLC has owned. The longest Axiom Financial Strategies, LLC has owned a single stock is 15 quarters.

Axiom Financial Strategies, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
VO VANGUARD MID CAP ETF15159.19%12.88%16.02%Q1 2020Q3 202315
VGT VANGUARD WORLD FDS15155.32%6.77%8.77%Q1 2020Q3 202315
VB VANGUARD SMALL CAP ETF15152.76%5.56%11.00%Q1 2020Q3 202315
VWO VANGUARD INTL EQUITY I...15151.97%4.70%8.12%Q1 2020Q3 202315
VHT VANGUARD WORLD FDS15152.37%3.42%5.13%Q1 2020Q3 202315
VWOB VANGUARD WHITEHALL FDS...15151.52%2.91%3.39%Q1 2020Q3 202315
VFH VANGUARD WORLD FDS15151.86%2.69%3.33%Q1 2020Q3 202315
VXUS VANGUARD TOTAL INTL ET...15150.57%2.60%9.41%Q1 2020Q3 202315
BSV VANGUARD SHORT TERM ET...15150.38%2.55%7.06%Q1 2020Q3 202315
VOX VANGUARD WORLD FDS15151.77%2.42%3.10%Q1 2020Q3 202315
VCR VANGUARD WORLD FDS15151.76%2.37%2.80%Q1 2020Q3 202315
BLV VANGUARD LONG TERM ETF...15150.60%1.95%4.69%Q1 2020Q3 202315
VIS VANGUARD WORLD FDS15151.08%1.88%2.57%Q1 2020Q3 202315
JNK SPDR SER TR E...15150.44%1.52%3.29%Q1 2020Q3 202315
AAPL APPLE INC15150.40%0.73%1.06%Q1 2020Q3 202315
MSFT MICROSOFT CORP15150.45%0.60%0.73%Q1 2020Q3 202315
JPM JPMORGAN CHASE & CO15150.16%0.59%1.08%Q1 2020Q3 202315
EFA ISHARES TR15150.25%0.48%1.13%Q1 2020Q3 202315
PEP PEPSICO INCORPORATED15150.15%0.19%0.25%Q1 2020Q3 202315
WEC WEC ENERGY GROUP INC15150.11%0.14%0.18%Q1 2020Q3 202315
IVV ISHARES TR1222.99%3.95%8.75%Q1 2020Q3 202314
SHM SPDR SER TR NUVEEN BLM...14140.70%2.32%4.61%Q1 2020Q2 202314
PZA INVESCO TR II ETF NATL...14140.84%1.77%2.84%Q1 2020Q2 202314
HYD VANECK VECTORS HIGH YI...14140.56%1.65%3.19%Q1 2020Q2 202314
VAW VANGUARD WORLD FDS13130.42%0.66%1.41%Q3 2020Q3 202313
BRKB BERKSHIRE HATHAWAY INC...13130.11%0.53%0.72%Q1 2020Q1 202313
WSBC WESBANCO INC12120.63%9.49%11.91%Q1 2020Q4 202212
AMZN AMAZON COM INC1110.12%0.65%0.88%Q1 2020Q1 202312
JNJ JOHNSON & JOHNSON12120.13%0.30%0.39%Q1 2020Q4 202212
LOW LOWES COS INC1110.12%0.14%0.18%Q2 2020Q3 202312
MUB ISHARES NATIONAL ETF M...11110.19%5.79%8.10%Q1 2020Q3 202211
VDC VANGUARD WORLD FDS650.28%1.35%1.89%Q1 2020Q3 202311
VDE VANGUARD WORLD FDS1010.24%1.27%2.29%Q1 2020Q3 202311
VPU VANGUARD WORLD FDS650.12%0.54%0.81%Q1 2020Q3 202311
MMM 3M CO11110.35%0.52%0.62%Q1 2020Q3 202211
UPS UNITED PARCEL SERVICE INC11110.41%0.48%0.52%Q1 2020Q3 202211
FCAP FIRST CAPITAL INC11110.28%0.45%0.80%Q1 2020Q3 202211
CVX CHEVRON CORPORATION11110.27%0.38%0.58%Q1 2020Q3 202211
UMPQ UMPQUA HLDGS CORP11110.29%0.36%0.44%Q1 2020Q3 202211
WMT WALMART INC11110.24%0.32%0.38%Q1 2020Q3 202211
T AT&T INC11110.17%0.25%0.40%Q1 2020Q3 202211
XOM EXXON MOBIL CORP11110.15%0.24%0.38%Q1 2020Q3 202211
WFC WELLS FARGO CO NEW11110.15%0.21%0.27%Q1 2020Q3 202211
PNC PNC FINANCIAL SERVICES...11110.16%0.20%0.23%Q1 2020Q3 202211
GOOG ALPHABET INC NON VOTIN...11110.15%0.19%0.25%Q1 2020Q3 202211
VZ VERIZON COMMUNICATIONS...11110.13%0.16%0.23%Q1 2020Q3 202211
PG PROCTER & GAMBLE CO11110.10%0.13%0.19%Q1 2020Q3 202211
IBM INTERNATIONAL BUSINESS...11110.10%0.13%0.18%Q1 2020Q3 202211
F FORD MOTOR COMPANY11110.08%0.09%0.12%Q1 2020Q3 202211
AMAT APPLIED MATERIALS INC10100.13%0.17%0.27%Q2 2020Q3 202210
FB META PLATFORMS INC CLA...910.11%0.17%0.20%Q1 2020Q3 202210
COF CAPITAL ONE FINANCIAL ...10100.12%0.16%0.23%Q2 2020Q3 202210
USB US BANCORP NEW10100.14%0.15%0.17%Q2 2020Q3 202210
MCO MOODYS CORP10100.11%0.14%0.16%Q2 2020Q3 202210
MCD MCDONALDS CORP10100.10%0.12%0.14%Q2 2020Q3 202210
VNQ VANGUARD INDEX FDS REA...540.11%0.39%0.70%Q1 2020Q2 20229
TSLA TESLA INC990.20%0.31%0.42%Q3 2020Q3 20229
LLY ELI LILLY & CO990.20%0.28%0.39%Q3 2020Q3 20229
LIN LINDE PLC990.13%0.13%0.14%Q3 2020Q3 20229
ADI ANALOG DEVICES INC410.10%0.13%0.15%Q2 2020Q3 20239
ABT ABBOTT LABORATORIES990.11%0.12%0.14%Q3 2020Q3 20229
TIP ISHARES TR710.23%8.03%12.64%Q1 2020Q3 20238
BIV VANGUARD INTERMEDIAT E...884.66%5.87%7.12%Q1 2020Q4 20218
INTC INTEL CORP620.10%0.15%0.23%Q1 2020Q1 20228
PAYX PAYCHEX INC710.11%0.12%0.14%Q2 2020Q3 20228
CB CHUBB LTD710.10%0.12%0.14%Q2 2020Q3 20228
COMB GRANITESHARES ETF TR E...772.03%3.86%5.20%Q1 2022Q3 20237
DBC INVESCO DB COMMODITY E...771.41%1.92%2.54%Q1 2020Q3 20217
ANTM ELEVANCE HEALTH INC770.12%0.17%0.23%Q1 2021Q3 20227
GOOGL ALPHABET INC VOTING CA...770.11%0.13%0.16%Q1 2021Q3 20227
QQQ INVESCO QQQ TR ETF UNI...610.09%0.12%0.13%Q2 2021Q1 20237
KMFI KELLER MANUFACTURING C...410.00%0.00%0.00%Q1 2020Q3 20227
RBCAA REPUBLIC BANCORP INC K...660.10%0.11%0.12%Q1 2021Q2 20226
TXN TEXAS INSTRUMENTS INC550.10%0.11%0.11%Q1 2021Q1 20225
FWIN FENWAY INTL INC320.00%0.00%0.00%Q3 2020Q3 20225
VV VANGUARD LRG CAP ETF440.16%1.18%4.15%Q4 2022Q3 20234
VOO VANGUARD INDEX FDS E...440.40%0.42%0.47%Q1 2020Q4 20204
AN AUTONATION INC440.22%0.27%0.32%Q1 2020Q4 20204
SYBT STOCK YARDS BANCORP INC440.16%0.18%0.21%Q1 2020Q4 20204
CL COLGATE-PALMOLIVE CO440.16%0.17%0.19%Q1 2020Q4 20204
BABA ALIBABA GRP HOLDING A...440.11%0.13%0.14%Q3 2020Q2 20214
UNH UNITEDHEALTH GROUP INC440.11%0.12%0.13%Q1 2022Q4 20224
KO COCA-COLA COMPANY440.09%0.11%0.14%Q4 2021Q3 20224
BK BANK NEW YORK MELLON CORP440.10%0.11%0.12%Q1 2021Q4 20214
NSC NORFOLK SOUTHERN CORP220.10%0.11%0.11%Q1 2021Q1 20224
CMCSA COMCAST CORP NEW CL A440.10%0.11%0.11%Q1 2021Q4 20214
IVE ISHARES S&P500 VALUE ETF330.14%0.19%0.27%Q1 2022Q3 20223
RTX RAYTHEON TECHNOLOGIES ...330.13%0.15%0.17%Q2 2020Q4 20203
AXP AMERICAN EXPRESS COMPANY330.13%0.14%0.15%Q1 2021Q3 20213
BRKS BROOKS AUTOMATION INC NEW330.14%0.14%0.14%Q2 2020Q4 20203
MET METLIFE INC330.13%0.13%0.14%Q2 2020Q4 20203
CI CIGNA CORP NEW330.11%0.12%0.13%Q1 2022Q3 20223
NEE NEXTERA ENERGY INC110.11%0.12%0.13%Q2 2020Q2 20223
PFE PFIZER INCORPORATED330.10%0.11%0.14%Q2 2021Q4 20213
DUK DUKE ENERGY CORP COM NEW330.10%0.11%0.11%Q4 2021Q2 20223
CSCO CISCO SYSTEMS INC210.10%0.10%0.11%Q1 2021Q4 20213
FTCS FIRST TRUST CAPITAL E...224.43%8.59%12.76%Q1 2023Q2 20232
PDBC INVESCO OPTIMUM YLD ET...220.74%1.14%1.53%Q3 2021Q4 20212
STIP ISHARES ETF 0-5 YEAR T...220.32%0.32%0.32%Q2 2022Q3 20222
ACN ACCENTURE PLC IRELAND ...220.10%0.10%0.11%Q3 2021Q4 20212
VTI VANGUARD TOTAL STOCK E...220.10%0.10%0.10%Q3 2021Q4 20212
KGC KINROSS GOLD CORP (NEW...220.08%0.08%0.08%Q3 2020Q4 20202
VTRS VIATRIS INC COM220.07%0.08%0.08%Q1 2022Q2 20222
EDU NEW ORIENTAL EDUCATIO ...220.04%0.06%0.08%Q1 2021Q2 20212
PBRA PETROLEO BRASILEIRO SA...220.04%0.04%0.04%Q3 2020Q4 20202
PTIN PACER FDS TR113.55%3.55%3.55%Q3 2023Q3 20231
ALPS ETF TR112.36%2.36%2.36%Q3 2023Q3 20231
MDY SPDR S&P MIDCAP 400 E...110.28%0.28%0.28%Q1 2020Q1 20201
SPY SPDR S&P 500 TRUST ETF110.26%0.26%0.26%Q1 2020Q1 20201
AGG ISHARES CORE U.S. E...110.19%0.19%0.19%Q1 2020Q1 20201
HD HOME DEPOT INC110.11%0.11%0.11%Q4 2021Q4 20211
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The securities at the top of the list , including VANGUARD MID CAP ETF, VANGUARD WORLD FDS, and VANGUARD SMALL CAP ETF, are the highest-conviction holdings of Axiom Financial Strategies, LLC.

The conviction is calculated by counting the number of quarters a security has been reported by Axiom Financial Strategies, LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Axiom Financial Strategies, LLC owns currently or has owned in the past.