Axiom Advisory, LLC Top Holdings and 13F Report (2024) → Have You Seen Elon’s New A.I. Device? (Picture Inside) (From InvestorPlace) (Ad) About Axiom Advisory, LLCInvestment ActivityAxiom Advisory, LLC has $135.89 million in total holdings as of March 31, 2024.Axiom Advisory, LLC owns shares of 36 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 3.51% of the portfolio was purchased this quarter.About 0.48% of the portfolio was sold this quarter.This quarter, Axiom Advisory, LLC has purchased 37 new stocks and bought additional shares in 23 stocks.Axiom Advisory, LLC sold shares of 6 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard Growth ETF $35,247,910Vanguard Total Bond Market ETF $23,879,328Vanguard Mid-Cap Growth ETF $10,159,086Vanguard Value ETF $8,589,706iShares MSCI EAFE Growth ETF $8,038,220 Largest Purchases this Quarter Vanguard Total Bond Market ETF 33,229 shares (about $2.41M)Vanguard Value ETF 2,932 shares (about $477.50K)Vanguard Mid-Cap Growth ETF 1,246 shares (about $293.80K)iShares MSCI EAFE Growth ETF 2,068 shares (about $214.64K)Vanguard FTSE Emerging Markets ETF 5,061 shares (about $211.40K) Largest Sales this Quarter Amazon.com 696 shares (about $125.54K)Vanguard S&P 500 ETF 199 shares (about $95.63K)Vanguard Growth ETF 232 shares (about $79.85K)QUALCOMM 307 shares (about $51.97K)Vanguard Total Stock Market ETF 195 shares (about $50.68K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAxiom Advisory, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVUGVanguard Growth ETF$35,247,910$79,855 ▼-0.2%102,40525.9%ETFBNDVanguard Total Bond Market ETF$23,879,328$2,413,426 ▲11.2%328,78017.6%ETFVOTVanguard Mid-Cap Growth ETF$10,159,086$293,796 ▲3.0%43,0857.5%ETFVTVVanguard Value ETF$8,589,706$477,504 ▲5.9%52,7436.3%ETFEFGiShares MSCI EAFE Growth ETF$8,038,220$214,638 ▲2.7%77,4475.9%ETFVBKVanguard Small-Cap Growth ETF$6,399,930$154,347 ▲2.5%24,5474.7%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$5,007,790$85,294 ▲1.7%42,8603.7%ETFVTIVanguard Total Stock Market ETF$4,362,476$50,681 ▼-1.1%16,7853.2%ETFVBRVanguard Small-Cap Value ETF$4,068,182$149,089 ▲3.8%21,2023.0%ETFVNQVanguard Real Estate ETF$3,454,375$152,897 ▲4.6%39,9442.5%ETFGOOGAlphabet$3,229,435$3,045 ▲0.1%21,2102.4%Computer and TechnologyVOEVanguard Mid-Cap Value ETF$2,991,595$207,516 ▲7.5%19,1882.2%ETFVWOVanguard FTSE Emerging Markets ETF$2,717,742$211,399 ▲8.4%65,0642.0%ETFVUSBVanguard Ultra-Short Bond ETF$2,574,061$86,712 ▲3.5%51,9491.9%ETFBSVVanguard Short-Term Bond ETF$2,082,607$3,374 ▼-0.2%27,1631.5%ETFCOMTiShares GSCI Commodity Dynamic Roll Strategy ETF$2,033,133$135,783 ▲7.2%75,3011.5%ManufacturingVCSHVanguard Short-Term Corporate Bond ETF$1,547,472$7,267 ▲0.5%20,0161.1%ETFUBERUber Technologies$1,404,221$37,648 ▲2.8%18,2391.0%Computer and TechnologyAAPLApple$1,336,343$66,191 ▲5.2%7,7931.0%Computer and TechnologyVEAVanguard FTSE Developed Markets Index Fund ETF Shares$821,871$40,185 ▲5.1%16,3820.6%ETFMSFTMicrosoft$704,766$421 ▲0.1%1,6750.5%Computer and TechnologyVOOVanguard S&P 500 ETF$620,391$95,630 ▼-13.4%1,2910.5%ETFQCOMQUALCOMM$587,049$51,968 ▼-8.1%3,4680.4%Computer and TechnologyINTUIntuit$583,3380.0%8970.4%Computer and TechnologyCVXChevron$515,759$6,624 ▲1.3%3,2700.4%Oils/EnergyBRK.BBerkshire Hathaway$334,7340.0%7960.2%FinanceSECTMain Sector Rotation ETF$304,7990.0%6,0500.2%ETFAMZNAmazon.com$304,662$125,545 ▼-29.2%1,6890.2%Retail/WholesaleABNBAirbnb$292,3090.0%1,7720.2%Computer and TechnologyMETAMeta Platforms$288,4420.0%5940.2%Computer and TechnologyIVWiShares S&P 500 Growth ETF$274,553$253 ▲0.1%3,2510.2%ETFIYWiShares U.S. Technology ETF$272,077$135 ▲0.0%2,0140.2%ManufacturingQQQInvesco QQQ$267,863$23,988 ▲9.8%6030.2%FinanceIWMiShares Russell 2000 ETF$224,123$631 ▲0.3%1,0660.2%FinanceJWNNordstrom$203,3370.0%10,0310.1%Retail/WholesaleBUYWMain BuyWrite ETF$170,0960.0%12,4430.1%ETFTSLATesla$0$240,280 ▼-100.0%00.0%Auto/Tires/TrucksShowing 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. Export data to Excel for your own analysis. Start Your 30-Day Free Trial Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
