AXIM PLANNING & WEALTH Top 13F Holdings - WhaleWisdom.com

AXIM PLANNING & WEALTH. Axim Planning & Wealth is based out of Springboro. Axim Planning & Wealth is a large advisory firm with 217 clients and discretionary assets under management …

CouponFollow Extension

44%
OFF

Axim Planning & Wealth 13F Portfolio - HedgeFollow

1 week from now

Fund Portfolio Manager Performance 24Q2 AUM # of Holdings Performance Rank Allocation ; Axim Planning & Wealth: Axim Planning & Wealth-22.44%: $83582000

hedgefollow.com

$109
OFF

Axim Planning & Wealth Q4 2023 13F Top Portfolio Holdings

1 week from now

Nov 1, 2023 · Axim Planning & Wealth reported 28 holdings with total value $109 M as of Q4 2023. Top holdings included EH, KWEB, CCL, HPF, and PG. Axim Planning & Wealth ... Num …

13f.info

$83
OFF

Axim Planning & Wealth Q2 2024 13F Top Portfolio Holdings

1 week from now

Axim Planning & Wealth reported 27 holdings with total value $83.5 M as of Q2 2024. Top holdings included EH, HPF, CCL, MSFT, and PG. Axim Planning & Wealth Q2 2024 13F …

13f.info

$000
OFF

Axim Planning & Wealth Q3 2024 13F Top Portfolio Holdings

1 week from now

Jul 29, 2024 · Top holdings included EH, HPF, CCL, PG, and MSFT ... PG, and MSFT. Axim Planning & Wealth Q3 2024 13F Holdings Location Springboro, OH Holdings as of 9/30/2024 Value ($000) $88,844 Num holdings 35 Date filed 11/5/2024 Form type 13F-HR Prev filing 7/29/2024. Next filing SEC View on sec.gov. Compare Q3 2024 to. Sym Issuer Name Cl …

13f.info

$339
OFF

Axim Planning & Wealth 13F Annual Report (2024) - Wallmine

1 week from now

In the most recent 13F filing, Axim Planning & Wealth revealed that it had opened a new position in Pimco Etf Tr and bought 3,725 shares worth $339 million. The investment fund also …

wallmine.com

$123
OFF

Axim Planning & Wealth Q1 2024 13F Top Portfolio Holdings

1 week from now

Axim Planning & Wealth reported 24 holdings with total value $123 M as of Q1 2024. Top holdings included EH, KWEB, CCL, HPF, and PG. Axim Planning & Wealth Q1 2024 13F …

13f.info

35%
OFF

Axim Planning & Wealth Latest Trades, 13F, 13D/G - GuruFocus

1 week from now

Detailed information regarding Axim Planning & Wealth's latest trades and stock picks. The SEC filings include 13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports. Current Holdings: 27Stocks(7 new) Top holdings: EH(76.35%) HPF(7.49%) CCL(5.97%) MSFT(1.38%) PG(1.31%) Last update: 2024-07-29 ...

gurufocus.com

$113
OFF

Axim Planning & Wealth Q3 2023 13F Top Portfolio Holdings

1 week from now

Jul 19, 2023 · Axim Planning & Wealth reported 28 holdings with total value $113 M as of Q3 2023. Top holdings included EH, KWEB, CCL, PG, and MSFT. Axim Planning & Wealth Q3 …

13f.info

14%
OFF

ELYXIUM WEALTH, LLC Top 13F Holdings - WhaleWisdom.com

1 week from now

Elyxium Wealth is based out of San Mateo. Elyxium Wealth is a large advisory firm with 39 clients and discretionary assets under management (AUM) of $260,400,000 (Form ADV from 2024-08-26). Their last reported 13F filing for Q3 2024 included $181,683,632 in managed 13F securities and a top 10 holdings concentration of 44.14%.

whalewisdom.com

$101
OFF

Axim Planning & Wealth Q1 2023 13F Top Portfolio Holdings

1 week from now

Axim Planning & Wealth reported 24 holdings with total value $101 M as of Q1 2023. Top holdings included KWEB, EH, BOIL, CCL, and BABA. Axim Planning & Wealth ... Num …

13f.info