Axim Planning & Wealth Top Holdings and 13F Report (2024) → His win rate puts Warren Buffett to shame… (From Investing Daily) (Ad) About Axim Planning & WealthInvestment ActivityAxim Planning & Wealth has $123.25 million in total holdings as of March 31, 2024.Axim Planning & Wealth owns shares of 24 different stocks, but just 2 companies or ETFs make up 80% of its holdings.Approximately 6.47% of the portfolio was purchased this quarter.About 6.16% of the portfolio was sold this quarter.This quarter, Axim Planning & Wealth has purchased 28 new stocks and bought additional shares in 9 stocks.Axim Planning & Wealth sold shares of 7 stocks and completely divested from 7 stocks this quarter.Largest Holdings EHang $85,840,400KraneShares CSI China Internet ETF $21,098,306Carnival Co. & $5,479,619John Hancock Preferred Income Fund II $2,763,700Procter & Gamble $1,210,872 Largest New Holdings this Quarter iShares MSCI USA Quality Factor ETF $328,700 HoldingTesla $215,343 HoldingAmazon.com $201,304 Holding Largest Purchases this Quarter EHang 270,677 shares (about $5.57M)John Hancock Preferred Income Fund II 79,193 shares (about $1.31M)iShares MSCI USA Quality Factor ETF 2,000 shares (about $328.70K)Tesla 1,225 shares (about $215.34K)Amazon.com 1,116 shares (about $201.30K) Largest Sales this Quarter KraneShares CSI China Internet ETF 158,050 shares (about $4.15M)Carnival Co. & 61,700 shares (about $1.01M)JPMorgan Chase & Co. 1,824 shares (about $365.35K)SPDR S&P 500 ETF Trust 357 shares (about $186.74K)Microsoft 83 shares (about $34.92K) 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$85,840,400$5,567,826 ▲6.9%4,173,08769.6%AerospaceKWEBKraneShares CSI China Internet ETF$21,098,306$4,148,812 ▼-16.4%803,74517.1%ManufacturingCCLCarnival Co. &$5,479,619$1,008,178 ▼-15.5%335,3504.4%Consumer DiscretionaryHPFJohn Hancock Preferred Income Fund II$2,763,700$1,309,060 ▲90.0%167,1932.2%Financial ServicesPGProcter & Gamble$1,210,872$5,192 ▼-0.4%7,4631.0%Consumer StaplesMSFTMicrosoft$1,130,054$34,920 ▼-3.0%2,6860.9%Computer and TechnologyUSBU.S. Bancorp$689,408$4,470 ▼-0.6%15,4230.6%FinanceACIOAptus Collared Investment Opportunity ETF$543,936$108,564 ▲24.9%15,0960.4%ETFADMEAptus Drawdown Managed Equity ETF$478,266$27,126 ▲6.0%11,3900.4%ETFDRSKAptus Defined Risk ETF$375,453$91,924 ▲32.4%14,0830.3%ETFPMPhilip Morris International$373,4430.0%4,0760.3%Consumer StaplesJPMJPMorgan Chase & Co.$367,150$365,347 ▼-49.9%1,8330.3%FinanceQUALiShares MSCI USA Quality Factor ETF$328,700$328,700 ▲New Holding2,0000.3%ETFMDLZMondelez International$305,7600.0%4,3680.2%Consumer StaplesCATCaterpillar$293,1440.0%8000.2%Industrial ProductsXOMExxon Mobil$284,672$4,533 ▲1.6%2,4490.2%Oils/EnergySBUXStarbucks$276,7290.0%3,0280.2%Retail/WholesaleAAPLApple$216,408$9,603 ▲4.6%1,2620.2%Computer and TechnologyTSLATesla$215,343$215,343 ▲New Holding1,2250.2%Auto/Tires/TrucksSPYSPDR S&P 500 ETF Trust$210,274$186,736 ▼-47.0%4020.2%FinanceSOFISoFi Technologies$204,400$43,800 ▲27.3%28,0000.2%Business ServicesAMZNAmazon.com$201,304$201,304 ▲New Holding1,1160.2%Retail/WholesaleLCNBLCNB$183,3100.0%11,5000.1%FinanceNIONIO$181,283$65,250 ▲56.2%40,2850.1%Auto/Tires/TrucksBABAAlibaba Group$0$329,650 ▼-100.0%00.0%Retail/WholesaleVGSHVanguard Short-Term Treasury Index ETF$0$316,265 ▼-100.0%00.0%ETFRCLRoyal Caribbean Cruises$0$271,929 ▼-100.0%00.0%Consumer DiscretionaryIVViShares Core S&P 500 ETF$0$245,024 ▼-100.0%00.0%ETFDEDeere & Company$0$239,922 ▼-100.0%00.0%Industrial ProductsMOAltria Group$0$230,382 ▼-100.0%00.0%Consumer StaplesQQQInvesco QQQ$0$200,665 ▼-100.0%00.0%FinanceShowing 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 Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. 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