Axiom Financial Strategies, LLC Top Holdings and 13F Report (2024) → Your $200 account credit is about to expire (From MarketBeat) (Ad) About Axiom Financial Strategies, LLCInvestment ActivityAxiom Financial Strategies, LLC has $157.08 million in total holdings as of March 31, 2024.Axiom Financial Strategies, LLC owns shares of 36 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 1.54% of the portfolio was purchased this quarter.About 5.49% of the portfolio was sold this quarter.This quarter, Axiom Financial Strategies, LLC has purchased 35 new stocks and bought additional shares in 10 stocks.Axiom Financial Strategies, LLC sold shares of 22 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard Mid-Cap ETF $24,419,480Vanguard Total International Stock ETF $15,997,868iShares Core S&P 500 ETF $15,410,717Vanguard Information Technology ETF $13,061,139Vanguard Short-Term Bond ETF $8,794,868 Largest New Holdings this Quarter Alphabet $213,164 HoldingPhillips 66 $206,462 Holding Largest Purchases this Quarter Vanguard Industrials ETF 3,148 shares (about $768.57K)GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF 31,695 shares (about $629.78K)Vanguard FTSE Emerging Markets ETF 5,712 shares (about $238.59K)Vanguard Total International Stock ETF 3,605 shares (about $217.38K)Alphabet 1,400 shares (about $213.16K) Largest Sales this Quarter Vanguard Long-Term Bond ETF 41,200 shares (about $2.98M)Vanguard Short-Term Bond ETF 24,252 shares (about $1.86M)Vanguard Information Technology ETF 1,580 shares (about $828.45K)Vanguard Financials ETF 7,633 shares (about $781.55K)iShares Core S&P 500 ETF 903 shares (about $474.73K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAxiom Financial Strategies, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOVanguard Mid-Cap ETF$24,419,480$390,780 ▼-1.6%97,73315.5%ETFVXUSVanguard Total International Stock ETF$15,997,868$217,381 ▲1.4%265,30510.2%ETFIVViShares Core S&P 500 ETF$15,410,717$474,734 ▼-3.0%29,3139.8%ETFVGTVanguard Information Technology ETF$13,061,139$828,446 ▼-6.0%24,9108.3%ETFBSVVanguard Short-Term Bond ETF$8,794,868$1,859,396 ▼-17.5%114,7115.6%ETFVWOVanguard FTSE Emerging Markets ETF$7,783,485$238,590 ▲3.2%186,3425.0%ETFVBVanguard Small-Cap ETF$7,604,655$72,462 ▼-0.9%33,2684.8%ETFVHTVanguard Health Care ETF$7,079,296$341,129 ▼-4.6%26,1694.5%ETFPTINPacer Trendpilot International ETF$5,986,966$83,983 ▲1.4%205,9503.8%ETFCOMBGraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF$5,854,129$629,781 ▲12.1%294,6213.7%FinanceVISVanguard Industrials ETF$5,548,213$768,571 ▲16.1%22,7253.5%ETFVFHVanguard Financials ETF$5,513,942$781,548 ▼-12.4%53,8523.5%ETFOUSMALPS O'Shares U.S. Small-Cap Quality Dividend ETF$4,211,074$60,918 ▼-1.4%98,9212.7%ETFVOXVanguard Communication Services ETF$3,985,169$325,558 ▼-7.6%30,3702.5%ETFBLVVanguard Long-Term Bond ETF$3,607,206$2,979,966 ▼-45.2%49,8722.3%ETFVCRVanguard Consumer Discretionary ETF$3,459,319$35,267 ▼-1.0%10,8882.2%ETFVDCVanguard Consumer Staples ETF$2,779,209$82,270 ▼-2.9%13,6141.8%ETFVDEVanguard Energy ETF$2,580,721$31,740 ▼-1.2%19,5951.6%ETFVAWVanguard Materials ETF$2,491,482$6,746 ▲0.3%12,1871.6%ETFVWOBVanguard Emerging Markets Government Bond ETF$2,388,031$52,293 ▼-2.1%37,4011.5%ETFEFAiShares MSCI EAFE ETF$1,970,306$22,041 ▲1.1%24,6721.3%FinanceVPUVanguard Utilities ETF$1,028,503$17,679 ▼-1.7%7,2140.7%ETFMSFTMicrosoft$930,633$33,237 ▼-3.4%2,2120.6%Computer and TechnologyJNKSPDR Bloomberg High Yield Bond ETF$905,329$16,088 ▼-1.7%9,5100.6%FinanceAAPLApple$783,664$29,152 ▲3.9%4,5700.5%Computer and TechnologyJPMJPMorgan Chase & Co.$405,407$15,223 ▼-3.6%2,0240.3%FinanceVVVanguard Large-Cap ETF$381,6980.0%1,5920.2%ETFLOWLowe's Companies$271,542$11,463 ▼-4.1%1,0660.2%Retail/WholesaleCVXChevron$252,559$158 ▼-0.1%1,6010.2%Oils/EnergyPEPPepsiCo$246,239$1,925 ▲0.8%1,4070.2%Consumer StaplesUNHUnitedHealth Group$242,403$989 ▼-0.4%4900.2%MedicalBRK.BBerkshire Hathaway$236,7530.0%5630.2%FinanceACNAccenture$235,348$2,773 ▼-1.2%6790.1%Business ServicesGOOGAlphabet$213,164$213,164 ▲New Holding1,4000.1%Computer and TechnologyADIAnalog Devices$210,844$396 ▲0.2%1,0660.1%Computer and TechnologyPSXPhillips 66$206,462$206,462 ▲New Holding1,2640.1%Oils/EnergyLINDE PLC$0$208,230 ▼-100.0%00.0%SHSShowing 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 Log In 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.
