$111 Million is the total value of Axiom Advisory, LLC's 34 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GOOG | ALPHABET INCcap stk cl c | $2,792,583 | +9.0% | 21,180 | 0.0% | 2.51% | +10.9% | |
| UBER | UBER TECHNOLOGIES INC | $816,323 | +6.5% | 17,750 | 0.0% | 0.74% | +8.4% | |
| CVX | CHEVRON CORP NEW | $534,615 | +7.2% | 3,171 | 0.0% | 0.48% | +9.1% | |
| IVW | ISHARES TRs&p 500 grwt etf | $222,175 | -2.9% | 3,247 | 0.0% | 0.20% | -1.0% | |
| IYW | ISHARES TRu.s. tech etf | $210,942 | -3.6% | 2,010 | 0.0% | 0.19% | -2.1% | |
| JWN | NORDSTROM INC | $149,870 | -27.0% | 10,031 | 0.0% | 0.14% | -25.8% | |
| PAVM | PAVMED INC | $3,247 | -27.7% | 11,021 | 0.0% | 0.00% | -25.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 8 | Q3 2023 | 25.7% |
| VANGUARD BD INDEX FDS | 8 | Q3 2023 | 27.4% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 7.5% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 8.4% |
| ISHARES TR | 8 | Q3 2023 | 6.9% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 4.8% |
| VANGUARD INTL EQUITY INDEX F | 8 | Q3 2023 | 4.3% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 3.1% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 3.0% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 3.2% |
View Axiom Advisory, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-12 |
| 13F-HR | 2024-01-30 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-04-24 |
| 13F-HR | 2023-02-08 |
| 13F-HR | 2022-10-14 |
| 13F-HR | 2022-08-10 |
| 13F-HR | 2022-04-26 |
| 13F-HR | 2022-02-11 |
View Axiom Advisory, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.