$102 Million is the total value of Axim Planning & Wealth's 167 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 26.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PGJ | Sell | INVESCO EXCHANGE TRADED FD Tglobal drgn cn | $41,742,000 | -23.8% | 1,645,345 | -2.1% | 41.08% | -3.3% |
| NIO | Buy | NIO INCspon ads | $27,747,000 | -22.7% | 1,759,481 | +6.5% | 27.31% | -1.9% |
| EH | Buy | EHANG HLDGS LTDads | $10,036,000 | -50.2% | 2,383,742 | +9.5% | 9.88% | -36.8% |
| CCL | Buy | CARNIVAL CORP | $6,649,000 | +9.7% | 945,850 | +35.0% | 6.54% | +39.2% |
| Buy | DRAFTKINGS INC NEW | $3,326,000 | +37.7% | 219,650 | +6.1% | 3.27% | +74.7% | |
| AAL | Sell | AMERICAN AIRLS GROUP INC | $1,195,000 | -5.5% | 99,260 | -0.5% | 1.18% | +19.9% |
| PG | Buy | PROCTER AND GAMBLE CO | $1,111,000 | +2609.8% | 8,799 | +2965.9% | 1.09% | +3315.6% |
| ACIO | Buy | ETF SER SOLUTIONSaptus collared | $969,000 | -1.4% | 34,476 | +1.1% | 0.95% | +25.0% |
| ADME | Buy | ETF SER SOLUTIONSaptus drawdown | $956,000 | -0.4% | 28,685 | +3.2% | 0.94% | +26.3% |
| DRSK | Sell | ETF SER SOLUTIONSaptus defined | $684,000 | -4.7% | 26,942 | -1.3% | 0.67% | +20.8% |
| USB | New | US BANCORP DEL | $622,000 | – | 15,423 | +100.0% | 0.61% | – |
| MSFT | Buy | MICROSOFT CORP | $338,000 | +181.7% | 1,451 | +211.4% | 0.33% | +258.1% |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $317,000 | -7.0% | 3,958 | +31.8% | 0.31% | +17.7% |
| XYLD | Buy | GLOBAL X FDSs&p 500 covered | $290,000 | -9.7% | 7,619 | +1.2% | 0.28% | +14.5% |
| JPM | Buy | JPMORGAN CHASE & CO | $265,000 | +2.7% | 2,532 | +10.7% | 0.26% | +30.5% |
| SBUX | Sell | STARBUCKS CORP | $249,000 | 0.0% | 2,955 | -9.2% | 0.24% | +26.9% |
| OSCV | Sell | ETF SER SOLUTIONSopus sml cp vl | $207,000 | -3.7% | 7,299 | -2.2% | 0.20% | +22.2% |
| CSCO | Buy | CISCO SYS INC | $198,000 | +2.1% | 4,943 | +8.8% | 0.20% | +29.1% |
| IEFA | Buy | ISHARES TRcore msci eafe | $183,000 | +4.6% | 3,483 | +17.0% | 0.18% | +32.4% |
| LCNB | LCNB CORP | $182,000 | +5.8% | 11,500 | 0.0% | 0.18% | +34.6% | |
| AMZN | Buy | AMAZON COM INC | $181,000 | +196.7% | 1,605 | +177.7% | 0.18% | +278.7% |
| RCL | ROYAL CARIBBEAN GROUP | $180,000 | +8.4% | 4,750 | 0.0% | 0.18% | +37.2% | |
| Buy | ETF SER SOLUTIONSintl drawdwn mng | $172,000 | +25.5% | 9,676 | +41.5% | 0.17% | +59.4% | |
| XOM | New | EXXON MOBIL CORP | $157,000 | – | 1,802 | +100.0% | 0.16% | – |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $134,000 | +1118.2% | 375 | +1239.3% | 0.13% | +1366.7% |
| IEMG | Buy | ISHARES INCcore msci emkt | $130,000 | -11.0% | 3,035 | +2.1% | 0.13% | +13.3% |
| RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $125,000 | +6.8% | 984 | +12.5% | 0.12% | +35.2% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $114,000 | +58.3% | 1,189 | +3503.0% | 0.11% | +100.0% |
| FDS | New | FACTSET RESH SYS INC | $114,000 | – | 285 | +100.0% | 0.11% | – |
| TSLA | Buy | TESLA INC | $103,000 | +17.0% | 390 | +200.0% | 0.10% | +48.5% |
| DOW | Sell | DOW INC | $94,000 | -24.2% | 2,140 | -10.8% | 0.09% | -3.1% |
| AAPL | Buy | APPLE INC | $85,000 | +51.8% | 613 | +48.4% | 0.08% | +95.3% |
| F | Buy | FORD MTR CO DEL | $75,000 | +29.3% | 6,700 | +28.4% | 0.07% | +64.4% |
| CMCSA | COMCAST CORP NEWcl a | $73,000 | -25.5% | 2,500 | 0.0% | 0.07% | -5.3% | |
| INFL | Buy | LISTED FD TRhorizon kinetics | $71,000 | +91.9% | 2,543 | +95.6% | 0.07% | +141.4% |
| MCD | Sell | MCDONALDS CORP | $69,000 | -9.2% | 297 | -3.6% | 0.07% | +15.3% |
| CTVA | Sell | CORTEVA INC | $69,000 | -9.2% | 1,201 | -14.2% | 0.07% | +15.3% |
| JNJ | Buy | JOHNSON & JOHNSON | $68,000 | +21.4% | 418 | +31.4% | 0.07% | +55.8% |
| IJH | ISHARES TRcore s&p mcp etf | $68,000 | -2.9% | 311 | 0.0% | 0.07% | +24.1% | |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $66,000 | +13.8% | 1,042 | +37.1% | 0.06% | +44.4% |
| LMT | New | LOCKHEED MARTIN CORP | $58,000 | – | 150 | +100.0% | 0.06% | – |
| DIA | SPDR DOW JONES INDL AVERAGEut ser 1 | $57,000 | -8.1% | 200 | 0.0% | 0.06% | +16.7% | |
| DD | Sell | DUPONT DE NEMOURS INC | $56,000 | -21.1% | 1,114 | -13.0% | 0.06% | 0.0% |
| GS | GOLDMAN SACHS GROUP INC | $53,000 | 0.0% | 180 | 0.0% | 0.05% | +26.8% | |
| SPLG | Sell | SPDR SER TRportfolio s&p500 | $52,000 | -27.8% | 1,235 | -23.5% | 0.05% | -8.9% |
| SPTM | Sell | SPDR SER TRportfoli s&p1500 | $52,000 | -14.8% | 1,185 | -9.8% | 0.05% | +8.5% |
| SJM | New | SMUCKER J M CO | $49,000 | – | 360 | +100.0% | 0.05% | – |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $47,000 | +4600.0% | 174 | +8600.0% | 0.05% | +4500.0% |
| ESGU | Buy | ISHARES TResg awr msci usa | $47,000 | +4600.0% | 590 | +8328.6% | 0.05% | +4500.0% |
| NVDA | Buy | NVIDIA CORPORATION | $46,000 | -11.5% | 376 | +9.0% | 0.04% | +12.5% |
| NUE | NUCOR CORP | $45,000 | +2.3% | 422 | 0.0% | 0.04% | +29.4% | |
| MO | ALTRIA GROUP INC | $44,000 | -4.3% | 1,100 | 0.0% | 0.04% | +19.4% | |
| HD | Buy | HOME DEPOT INC | $43,000 | +22.9% | 157 | +21.7% | 0.04% | +55.6% |
| HON | HONEYWELL INTL INC | $41,000 | -2.4% | 244 | 0.0% | 0.04% | +21.2% | |
| MU | Buy | MICRON TECHNOLOGY INC | $40,000 | +42.9% | 800 | +60.0% | 0.04% | +77.3% |
| APD | Sell | AIR PRODS & CHEMS INC | $39,000 | -13.3% | 169 | -10.6% | 0.04% | +8.6% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $38,000 | -15.6% | 133 | -6.3% | 0.04% | +5.7% |
| PDBC | Buy | INVESCO ACTVELY MNGD ETC FDoptimum yield | $37,000 | +3600.0% | 2,288 | +4300.0% | 0.04% | +3500.0% |
| VOE | Buy | VANGUARD INDEX FDSmcap vl idxvip | $37,000 | +3600.0% | 305 | +7525.0% | 0.04% | +3500.0% |
| PEP | PEPSICO INC | $37,000 | -2.6% | 226 | 0.0% | 0.04% | +24.1% | |
| IHI | ISHARES TRu.s. med dvc etf | $36,000 | -7.7% | 768 | 0.0% | 0.04% | +16.7% | |
| BDX | Sell | BECTON DICKINSON & CO | $36,000 | -40.0% | 163 | -32.9% | 0.04% | -25.5% |
| KO | COCA COLA CO | $35,000 | -12.5% | 629 | 0.0% | 0.03% | +9.7% | |
| IWM | Buy | ISHARES TRrussell 2000 etf | $33,000 | +3200.0% | 202 | +6633.3% | 0.03% | +3100.0% |
| C | Buy | CITIGROUP INC | $31,000 | +3.3% | 750 | +15.4% | 0.03% | +34.8% |
| MMM | Buy | 3M CO | $32,000 | +18.5% | 293 | +38.2% | 0.03% | +47.6% |
| BBY | BEST BUY INC | $32,000 | -3.0% | 500 | 0.0% | 0.03% | +19.2% | |
| CVX | CHEVRON CORP NEW | $32,000 | 0.0% | 221 | 0.0% | 0.03% | +24.0% | |
| ITW | Sell | ILLINOIS TOOL WKS INC | $31,000 | -16.2% | 172 | -14.9% | 0.03% | +6.9% |
| IYE | Buy | ISHARES TRu.s. energy etf | $30,000 | +2900.0% | 760 | +2940.0% | 0.03% | +2900.0% |
| EEM | Buy | ISHARES TRmsci emg mkt etf | $30,000 | +2900.0% | 851 | +3304.0% | 0.03% | +2900.0% |
| XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $29,000 | +2800.0% | 448 | +2033.3% | 0.03% | +2800.0% |
| ICSH | Sell | ISHARES TRblackrock ultra | $27,000 | -6.9% | 530 | -9.4% | 0.03% | +22.7% |
| CHE | Buy | CHEMED CORP NEW | $25,000 | +4.2% | 58 | +11.5% | 0.02% | +31.6% |
| XLB | Buy | SELECT SECTOR SPDR TRsbi materials | $24,000 | +2300.0% | 349 | +3390.0% | 0.02% | +2300.0% |
| FB | New | META PLATFORMS INCcl a | $24,000 | – | 175 | +100.0% | 0.02% | – |
| AVUS | Buy | AMERICAN CENTY ETF TRus eqt etf | $24,000 | – | 381 | +6250.0% | 0.02% | – |
| VCIT | VANGUARD SCOTTSDALE FDSint-term corp | $23,000 | -4.2% | 301 | 0.0% | 0.02% | +21.1% | |
| XLI | Buy | SELECT SECTOR SPDR TRsbi int-inds | $23,000 | +2200.0% | 283 | +3044.4% | 0.02% | +2200.0% |
| IUSB | Buy | ISHARES TRcore total usd | $23,000 | +15.0% | 516 | +19.4% | 0.02% | +43.8% |
| EMR | New | EMERSON ELEC CO | $22,000 | – | 300 | +100.0% | 0.02% | – |
| T | Buy | AT&T INC | $22,000 | +2100.0% | 1,413 | +4181.8% | 0.02% | +2100.0% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $18,000 | +800.0% | 110 | +1000.0% | 0.02% | +800.0% |
| SEE | New | SEALED AIR CORP NEW | $18,000 | – | 400 | +100.0% | 0.02% | – |
| BR | Buy | BROADRIDGE FINL SOLUTIONS IN | $17,000 | +70.0% | 118 | +76.1% | 0.02% | +112.5% |
| CPRT | Buy | COPART INC | $17,000 | +88.9% | 156 | +83.5% | 0.02% | +142.9% |
| FIS | Buy | FIDELITY NATL INFORMATION SV | $17,000 | +13.3% | 230 | +42.0% | 0.02% | +41.7% |
| PYPL | PAYPAL HLDGS INC | $17,000 | +21.4% | 202 | 0.0% | 0.02% | +54.5% | |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $17,000 | – | 213 | +5225.0% | 0.02% | – |
| CRWD | CROWDSTRIKE HLDGS INCcl a | $16,000 | -5.9% | 100 | 0.0% | 0.02% | +23.1% | |
| PXD | Buy | PIONEER NAT RES CO | $16,000 | +100.0% | 72 | +111.8% | 0.02% | +166.7% |
| PIPR | New | PIPER SANDLER COMPANIES | $15,000 | – | 144 | +100.0% | 0.02% | – |
| CLF | Sell | CLEVELAND-CLIFFS INC NEW | $15,000 | -84.7% | 1,091 | -82.9% | 0.02% | -80.3% |
| LYB | LYONDELLBASELL INDUSTRIES N | $15,000 | -11.8% | 200 | 0.0% | 0.02% | +15.4% | |
| ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $15,000 | -55.9% | 55 | -40.2% | 0.02% | -42.3% |
| QUAL | Sell | ISHARES TRmsci usa qlt fct | $15,000 | -16.7% | 144 | -10.0% | 0.02% | +7.1% |
| MTUM | Buy | ISHARES TRmsci usa mmentm | $15,000 | +15.4% | 114 | +16.3% | 0.02% | +50.0% |
| MAR | MARRIOTT INTL INC NEWcl a | $14,000 | 0.0% | 100 | 0.0% | 0.01% | +27.3% | |
| FXH | FIRST TR EXCHANGE TRADED FDhlth care alph | $14,000 | -6.7% | 145 | 0.0% | 0.01% | +16.7% | |
| AVDV | Buy | AMERICAN CENTY ETF TRintl smcp vlu | $14,000 | – | 287 | +4000.0% | 0.01% | – |
| HBAN | HUNTINGTON BANCSHARES INC | $13,000 | +8.3% | 1,000 | 0.0% | 0.01% | +44.4% | |
| USMV | ISHARES TRmsci usa min vol | $13,000 | 0.0% | 190 | 0.0% | 0.01% | +30.0% | |
| UNH | Sell | UNITEDHEALTH GROUP INC | $13,000 | -38.1% | 25 | -37.5% | 0.01% | -18.8% |
| X | Sell | UNITED STATES STL CORP NEW | $13,000 | -64.9% | 730 | -64.9% | 0.01% | -55.2% |
| SMLF | Buy | ISHARES TRmsci usa sml cp | $12,000 | +9.1% | 272 | +11.0% | 0.01% | +33.3% |
| BAC | Sell | BK OF AMERICA CORP | $12,000 | -57.1% | 400 | -55.5% | 0.01% | -45.5% |
| KR | KROGER CO | $12,000 | -7.7% | 283 | 0.0% | 0.01% | +20.0% | |
| PINS | Sell | PINTEREST INCcl a | $12,000 | -50.0% | 500 | -61.5% | 0.01% | -36.8% |
| JD | Sell | JD.COM INCspon adr cl a | $12,000 | -40.0% | 240 | -21.8% | 0.01% | -25.0% |
| EFV | Buy | ISHARES TReafe value etf | $11,000 | 0.0% | 274 | +3.8% | 0.01% | +22.2% |
| ABB | ABB LTDsponsored adr | $10,000 | -9.1% | 400 | 0.0% | 0.01% | +11.1% | |
| GOVT | Buy | ISHARES TRus treas bd etf | $10,000 | 0.0% | 437 | +3.1% | 0.01% | +25.0% |
| New | GENERAL ELECTRIC CO | $10,000 | – | 154 | +100.0% | 0.01% | – | |
| DGRO | Buy | ISHARES TRcore div grwth | $10,000 | +25.0% | 221 | +27.0% | 0.01% | +66.7% |
| MSI | New | MOTOROLA SOLUTIONS INC | $9,000 | – | 42 | +100.0% | 0.01% | – |
| DIS | Sell | DISNEY WALT CO | $9,000 | -86.4% | 100 | -85.7% | 0.01% | -82.4% |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $9,000 | 0.0% | 210 | 0.0% | 0.01% | +28.6% | |
| ROP | Sell | ROPER TECHNOLOGIES INC | $8,000 | -42.9% | 23 | -36.1% | 0.01% | -27.3% |
| STZ | CONSTELLATION BRANDS INCcl a | $8,000 | 0.0% | 35 | 0.0% | 0.01% | +33.3% | |
| JCI | JOHNSON CTLS INTL PLC | $8,000 | 0.0% | 165 | 0.0% | 0.01% | +33.3% | |
| VLUE | Sell | ISHARES TRmsci usa value | $8,000 | -20.0% | 92 | -15.6% | 0.01% | 0.0% |
| DG | Sell | DOLLAR GEN CORP NEW | $8,000 | -33.3% | 32 | -36.0% | 0.01% | -11.1% |
| RYN | New | RAYONIER INC | $7,000 | – | 225 | +100.0% | 0.01% | – |
| EFG | Sell | ISHARES TReafe grwth etf | $7,000 | -41.7% | 103 | -28.5% | 0.01% | -22.2% |
| LULU | LULULEMON ATHLETICA INC | $7,000 | 0.0% | 25 | 0.0% | 0.01% | +40.0% | |
| BP | New | BP PLCsponsored adr | $7,000 | – | 235 | +100.0% | 0.01% | – |
| SWK | New | STANLEY BLACK & DECKER INC | $7,000 | – | 89 | +100.0% | 0.01% | – |
| KKR | KKR & CO INC | $7,000 | -12.5% | 174 | 0.0% | 0.01% | +16.7% | |
| FMS | FRESENIUS MED CARE AG&CO KGAsponsored adr | $6,000 | -45.5% | 450 | 0.0% | 0.01% | -33.3% | |
| EEMV | New | ISHARES INCmsci emerg mrkt | $5,000 | – | 93 | +100.0% | 0.01% | – |
| INTC | INTEL CORP | $5,000 | -37.5% | 201 | 0.0% | 0.01% | -16.7% | |
| HPQ | HP INC | $5,000 | -28.6% | 200 | 0.0% | 0.01% | 0.0% | |
| PLD | PROLOGIS INC. | $5,000 | -16.7% | 50 | 0.0% | 0.01% | 0.0% | |
| HYG | ISHARES TRiboxx hi yd etf | $4,000 | 0.0% | 51 | 0.0% | 0.00% | +33.3% | |
| Buy | WARNER BROS DISCOVERY INC | $4,000 | – | 340 | +4757.1% | 0.00% | – | |
| NKE | NIKE INCcl b | $4,000 | -20.0% | 50 | 0.0% | 0.00% | 0.0% | |
| IVV | New | ISHARES TRcore s&p500 etf | $4,000 | – | 12 | +100.0% | 0.00% | – |
| AFL | AFLAC INC | $4,000 | 0.0% | 80 | 0.0% | 0.00% | +33.3% | |
| SPLV | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $4,000 | 0.0% | 67 | 0.0% | 0.00% | +33.3% | |
| EMGF | Sell | ISHARES INCmsci emerg mkt | $3,000 | -57.1% | 82 | -47.4% | 0.00% | -40.0% |
| EFR | EATON VANCE SR FLTNG RTE TR | $3,000 | -25.0% | 289 | 0.0% | 0.00% | 0.0% | |
| EMB | ISHARES TRjpmorgan usd emg | $3,000 | -25.0% | 44 | 0.0% | 0.00% | 0.0% | |
| IAU | Buy | ISHARES GOLD TRishares new | $3,000 | 0.0% | 103 | +7.3% | 0.00% | +50.0% |
| ICF | ISHARES TRcohen steer reit | $3,000 | 0.0% | 54 | 0.0% | 0.00% | +50.0% | |
| IYW | ISHARES TRu.s. tech etf | $3,000 | -25.0% | 44 | 0.0% | 0.00% | 0.0% | |
| GD | GENERAL DYNAMICS CORP | $3,000 | 0.0% | 12 | 0.0% | 0.00% | +50.0% | |
| VB | VANGUARD INDEX FDSsmall cp etf | $2,000 | 0.0% | 14 | 0.0% | 0.00% | 0.0% | |
| WAB | Buy | WABTEC | $2,000 | +100.0% | 22 | +57.1% | 0.00% | +100.0% |
| TLH | New | ISHARES TR10-20 yr trs etf | $2,000 | – | 14 | +100.0% | 0.00% | – |
| LUV | SOUTHWEST AIRLS CO | $2,000 | 0.0% | 62 | 0.0% | 0.00% | 0.0% | |
| ICVT | ISHARES TRconv bd etf | $2,000 | 0.0% | 23 | 0.0% | 0.00% | 0.0% | |
| COMT | New | ISHARES U S ETF TRgsci cmdty stgy | $2,000 | – | 46 | +100.0% | 0.00% | – |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $2,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| FV | FIRST TR EXCHANGE-TRADED FDdorsey wrt 5 etf | $1,000 | 0.0% | 34 | 0.0% | 0.00% | 0.0% | |
| FUBO | FUBOTV INC | $1,000 | – | 175 | 0.0% | 0.00% | – | |
| New | ENHABIT INC | $1,000 | – | 37 | +100.0% | 0.00% | – | |
| DFE | WISDOMTREE TReurope smcp dv | $1,000 | -50.0% | 33 | 0.0% | 0.00% | -50.0% | |
| WISH | CONTEXTLOGIC INC | $1,000 | 0.0% | 700 | 0.0% | 0.00% | 0.0% | |
| BA | Sell | BOEING CO | $1,000 | -88.9% | 10 | -84.6% | 0.00% | -85.7% |
| BRC INC | $1,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | ||
| DIGITAL WORLD ACQUISITION CO | $0 | – | 10 | 0.0% | 0.00% | – | ||
| PM | Sell | PHILIP MORRIS INTL INC | $0 | – | 1 | -50.0% | 0.00% | – |
| PFE | PFIZER INC | $0 | – | 5 | 0.0% | 0.00% | – | |
| ASTC | ASTROTECH CORP | $0 | – | 400 | 0.0% | 0.00% | – | |
| Sell | EMBECTA CORP | $0 | -100.0% | 6 | -87.5% | 0.00% | -100.0% | |
| VXF | Exit | VANGUARD INDEX FDSextend mkt etf | $0 | – | -3 | -100.0% | 0.00% | – |
| CX | CEMEX SAB DE CVspon adr new | $0 | – | 104 | 0.0% | 0.00% | – | |
| RYAM | New | RAYONIER ADVANCED MATLS INC | $0 | – | 75 | +100.0% | 0.00% | – |
| IUSG | Exit | ISHARES TRcore s&p us gwt | $0 | – | -7 | -100.0% | -0.00% | – |
| SPAB | Exit | SPDR SER TRportfolio agrgte | $0 | – | -41 | -100.0% | -0.00% | – |
| VEA | Exit | VANGUARD TAX-MANAGED INTL FDvan ftse dev mkt | $0 | – | -36 | -100.0% | -0.00% | – |
| Exit | TWO RDS SHARED TRapex healthcare | $0 | – | -242 | -100.0% | -0.00% | – | |
| FALN | Exit | ISHARES TRfaln angls usd | $0 | – | -66 | -100.0% | -0.00% | – |
| TIP | Exit | ISHARES TRtips bd etf | $0 | – | -14 | -100.0% | -0.00% | – |
| Exit | ENCOMPASS HEALTH CORP | $0 | – | -75 | -100.0% | -0.00% | – | |
| NOK | Exit | NOKIA CORPsponsored adr | $0 | – | -50,000 | -100.0% | -0.18% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| EHANG HLDGS LTD | 6 | Q3 2023 | 59.6% |
| NIO INC | 6 | Q3 2023 | 27.8% |
| CARNIVAL CORP | 6 | Q3 2023 | 6.8% |
| ALIBABA GROUP HLDG LTD | 6 | Q3 2023 | 3.3% |
| PROCTER AND GAMBLE CO | 6 | Q3 2023 | 1.2% |
| ETF SER SOLUTIONS | 6 | Q3 2023 | 1.0% |
| ETF SER SOLUTIONS | 6 | Q3 2023 | 0.9% |
| AMERICAN AIRLS GROUP INC | 6 | Q3 2023 | 1.2% |
| MICROSOFT CORP | 6 | Q3 2023 | 0.8% |
| ETF SER SOLUTIONS | 6 | Q3 2023 | 0.7% |
View Axim Planning & Wealth's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-24 |
| SC 13G | 2024-03-06 |
| 13F-HR | 2024-01-25 |
| 13F-HR | 2023-11-01 |
| 13F-HR | 2023-07-19 |
| 13F-HR | 2023-04-27 |
| 13F-HR | 2023-02-08 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-10-13 |
View Axim Planning & Wealth'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.