Axim Planning & Wealth Top Holdings and 13F Report (2025) About Axim Planning & WealthInvestment ActivityAxim Planning & Wealth has $112.83 million in total holdings as of March 31, 2025.Axim Planning & Wealth owns shares of 45 different stocks, but just 1 company or ETF makes up 80% of its holdings.Approximately 4.86% of the portfolio was purchased this quarter.About 8.38% of the portfolio was sold this quarter.This quarter, Axim Planning & Wealth has purchased 41 new stocks and bought additional shares in 9 stocks.Axim Planning & Wealth sold shares of 17 stocks and completely divested from 12 stocks this quarter.Largest Holdings EHang $91,786,378John Hancock Preferred Income Fund II $5,539,745Cleveland-Cliffs $1,825,596Procter & Gamble $950,773Microsoft $886,296 Largest New Holdings this Quarter 00110G408 - AGF U.S. Market Neutral Anti-Beta Fund $865,444 Holding172908105 - Cintas $466,348 Holding81369Y803 - Technology Select Sector SPDR Fund $422,871 Holding82889N699 - Simplify Managed Futures Strategy ETF $373,611 Holding46137V357 - Invesco S&P 500 Equal Weight ETF $332,255 Holding Largest Purchases this Quarter AGF U.S. Market Neutral Anti-Beta Fund 41,528 shares (about $865.44K)Cintas 2,269 shares (about $466.35K)Technology Select Sector SPDR Fund 2,048 shares (about $422.87K)Simplify Managed Futures Strategy ETF 12,622 shares (about $373.61K)Invesco S&P 500 Equal Weight ETF 1,918 shares (about $332.26K) Largest Sales this Quarter EHang 161,900 shares (about $3.38M)John Hancock Preferred Income Fund II 77,970 shares (about $1.30M)Procter & Gamble 1,003 shares (about $170.93K)iShares Core S&P 500 ETF 159 shares (about $89.34K)Aptus Collared Investment Opportunity ETF 2,000 shares (about $77.38K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAxim Planning & Wealth Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorEHEHang$91,786,378$3,382,091 ▼-3.6%4,393,79581.3%AerospaceHPFJohn Hancock Preferred Income Fund II$5,539,745$1,295,861 ▼-19.0%333,3184.9%Financial ServicesCLFCleveland-Cliffs$1,825,596$157,290 ▲9.4%222,0921.6%Basic MaterialsPGProcter & Gamble$950,773$170,931 ▼-15.2%5,5790.8%Consumer StaplesMSFTMicrosoft$886,296$68,696 ▼-7.2%2,3610.8%Computer and TechnologyBTALAGF U.S. Market Neutral Anti-Beta Fund$865,444$865,444 ▲New Holding41,5280.8%ETFUSBU.S. Bancorp$651,1590.0%15,4230.6%FinancePMPhilip Morris International$646,825$159 ▼0.0%4,0750.6%Consumer StaplesTSLATesla$470,635$194,629 ▲70.5%1,8160.4%Auto/Tires/TrucksCTASCintas$466,348$466,348 ▲New Holding2,2690.4%Business ServicesJPMJPMorgan Chase & Co.$459,202$18,643 ▼-3.9%1,8720.4%FinanceXLKTechnology Select Sector SPDR Fund$422,871$422,871 ▲New Holding2,0480.4%ETFCTASimplify Managed Futures Strategy ETF$373,611$373,611 ▲New Holding12,6220.3%ETFRSPInvesco S&P 500 Equal Weight ETF$332,255$332,255 ▲New Holding1,9180.3%ETFIVEiShares S&P 500 Value ETF$324,748$36,591 ▼-10.1%1,7040.3%ETFMDLZMondelez International$305,8000.0%4,5070.3%Consumer StaplesAMDAdvanced Micro Devices$295,480$295,480 ▲New Holding2,8760.3%Computer and TechnologyBRK.BBerkshire Hathaway$293,452$293,452 ▲New Holding5510.3%FinanceVBRVanguard Small-Cap Value ETF$290,240$11,177 ▲4.0%1,5580.3%ETFVTVVanguard Value ETF$287,094$10,364 ▲3.7%1,6620.3%ETFVBKVanguard Small-Cap Growth ETF$282,989$11,330 ▲4.2%1,1240.3%ETFNKENIKE$278,169$278,169 ▲New Holding4,3820.2%Consumer DiscretionaryPIMCO ETF TR$275,098$60,105 ▲28.0%2,9750.2%ACTIVE BD ETFCATCaterpillar$269,117$5,277 ▲2.0%8160.2%IndustrialsXOMExxon Mobil$265,571$61,725 ▼-18.9%2,2330.2%EnergyACIOAptus Collared Investment Opportunity ETF$265,452$77,380 ▼-22.6%6,8610.2%ETFIJHiShares Core S&P Mid-Cap ETF$250,205$250,205 ▲New Holding4,2880.2%ETFMOAltria Group$248,243$3,841 ▼-1.5%4,1360.2%Consumer StaplesVEAVanguard FTSE Developed Markets ETF$245,560$5,032 ▼-2.0%4,8310.2%ETFMETAMeta Platforms$239,189$19,596 ▲8.9%4150.2%Computer and TechnologyIVViShares Core S&P 500 ETF$228,693$89,342 ▼-28.1%4070.2%ETFGSThe Goldman Sachs Group$228,349$228,349 ▲New Holding4180.2%FinanceDAVEFamous Dave's of America$223,843$223,843 ▲New Holding2,7080.2%Business ServicesADMEAptus Drawdown Managed Equity ETF$220,515$59,858 ▼-21.3%4,9660.2%ETFXLFFinancial Select Sector SPDR Fund$218,018$218,018 ▲New Holding4,3770.2%ETFNIONIO$217,040$33,471 ▼-13.4%56,9660.2%Auto/Tires/TrucksAPPLOVIN CORP$215,421$215,421 ▲New Holding8130.2%COM CL AAMZNAmazon.com$211,379$34,437 ▼-14.0%1,1110.2%Retail/WholesaleCRDOCredo Technology Group$204,093$204,093 ▲New Holding5,0820.2%Computer and TechnologyNVDANVIDIA$203,538$203,538 ▲New Holding1,8780.2%Computer and TechnologySOFISoFi Technologies$170,380$54,219 ▼-24.1%14,6500.2%FinanceLCNBLCNB$170,0850.0%11,5000.2%FinanceENVXEnovix$139,321$139,321 ▲New Holding18,9810.1%EnergyQSQuantumScape$52,000$12,646 ▼-19.6%12,5000.0%Auto/Tires/TrucksLCIDLucid Group$35,332$484 ▲1.4%14,6000.0%Auto/Tires/TrucksQUALiShares MSCI USA Quality Factor ETF$0$752,744 ▼-100.0%00.0%ETFCCLCarnival Co. &$0$623,000 ▼-100.0%00.0%Consumer DiscretionaryIVWiShares S&P 500 Growth ETF$0$457,393 ▼-100.0%00.0%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$0$366,028 ▼-100.0%00.0%ETFEFGiShares MSCI EAFE Growth ETF$0$283,325 ▼-100.0%00.0%ETFQQQInvesco QQQ$0$275,042 ▼-100.0%00.0%FinanceEFViShares MSCI EAFE Value ETF$0$255,529 ▼-100.0%00.0%ETFAAPLApple$0$250,420 ▼-100.0%00.0%Computer and TechnologyGOOGLAlphabet$0$224,321 ▼-100.0%00.0%Computer and TechnologySBUXStarbucks$0$210,149 ▼-100.0%00.0%Retail/WholesaleCSCOCisco Systems$0$201,931 ▼-100.0%00.0%Computer and TechnologyARDCAres Dynamic Credit Allocation Fund$0$154,439 ▼-100.0%00.0%Financial ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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