Axim Planning & Wealth
CIK Number: 0001950607
Main Sectors:
Top Industries:
Filing Date: May 13, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | EH | EHang Holdings ... | 17.70 | -1.64% | 4.39M | -3.55% | 91.79M | 11.88 | 81.35% | Share |
| 2 | CLF | Cleveland-Cliff... | 10.55 | -0.71% | 222.09K | +9.43% | 1.83M | 9.3 | 1.62% | Share |
| 3 | PG | The Procter & G... | 153.70 | -1.1% | 5.58K | -15.24% | 950.77K | 129.37 | 0.84% | Share |
| 4 | MSFT | Microsoft Corpo... | 522.28 | +0.33% | 2.36K | -7.19% | 886.3K | 254.67 | 0.79% | Share |
| 5 | BTAL | AGFiQ U.S. Mark... | 16.45 | +0.70% | 41.53K | +100.00% | 865.44K | 20.84 | 0.77% | Share |
| 6 | USB | U.S. Bancorp | 46.83 | +0.46% | 15.42K | 0.00% | 651.16K | 40.2 | 0.58% | Share |
| 7 | PM | Philip Morris I... | 165.25 | -0.38% | 4.08K | -0.02% | 646.83K | 100.97 | 0.57% | Share |
| 8 | TSLA | Tesla, Inc. | 335.58 | -1.12% | 1.82K | +70.52% | 470.63K | 260.61 | 0.42% | Share |
| 9 | CTAS | Cintas Corporat... | 221.28 | -1.7% | 2.27K | +100.00% | 466.35K | 205.53 | 0.41% | Share |
| 10 | JPM | JPMorgan Chase ... | 294.09 | +1.23% | 1.87K | -3.9% | 459.2K | 127.71 | 0.41% | Share |
| 11 | XLK | Technology Sele... | 267.74 | -0.21% | 2.05K | +100.00% | 422.87K | 206.48 | 0.37% | Share |
| 12 | CTA | Simplify Manage... | 26.92 | -0.77% | 12.62K | +100.00% | 373.61K | 29.6 | 0.33% | Share |
| 13 | RSP | Invesco S&P 500... | 186.31 | -0.66% | 1.92K | +100.00% | 332.25K | 173.23 | 0.29% | Share |
| 14 | IVE | iShares S&P 500... | 202.03 | -0.1% | 1.7K | -10.13% | 324.75K | 194.29 | 0.29% | Share |
| 15 | MDLZ | Mondelez Intern... | 61.42 | -1.24% | 4.51K | 0.00% | 305.8K | 66.44 | 0.27% | Share |
| 16 | AMD | Advanced Micro ... | 180.97 | -1.87% | 2.88K | +100.00% | 295.48K | 102.74 | 0.26% | Share |
| 17 | BRK-B | Berkshire Hatha... | 479.02 | +0.36% | 551 | +100.00% | 293.45K | 532.58 | 0.26% | Share |
| 18 | VBR | Vanguard Small ... | 204.30 | -1.15% | 1.56K | +4.01% | 290.24K | 197.72 | 0.26% | Share |
| 19 | VTV | Vanguard Value ... | 180.44 | -0.2% | 1.66K | +3.75% | 287.09K | 169.42 | 0.25% | Share |
| 20 | VBK | Vanguard Small ... | 285.85 | -1.33% | 1.12K | +4.17% | 282.99K | 278.93 | 0.25% | Share |
| 21 | NKE | NIKE, Inc. | 76.39 | -1.04% | 4.38K | +100.00% | 278.17K | 63.48 | 0.25% | Share |
| 22 | BOND | PIMCO Active Bo... | 92.14 | -0.28% | 2.98K | +27.96% | 275.1K | 90.55 | 0.24% | Share |
| 23 | CAT | Caterpillar Inc... | 417.50 | +0.92% | 816 | +2.00% | 269.12K | 276.38 | 0.24% | Share |
| 24 | XOM | Exxon Mobil Cor... | 107.38 | -0.21% | 2.23K | -18.86% | 265.57K | 110.12 | 0.24% | Share |
| 25 | ACIO | Aptus Collared ... | 42.50 | +0.06% | 6.86K | -22.57% | 265.45K | 30.33 | 0.24% | Share |
| 26 | IJH | iShares Core S&... | 63.85 | -1.31% | 4.29K | +100.00% | 250.21K | 58.35 | 0.22% | Share |
| 27 | MO | Altria Group, I... | 65.54 | +0.06% | 4.14K | -1.52% | 248.24K | 51.04 | 0.22% | Share |
| 28 | VEA | Vanguard Develo... | 58.60 | -0.18% | 4.83K | -2.01% | 245.56K | 47.82 | 0.22% | Share |
| 29 | META | Meta Platforms,... | 781.96 | +0.24% | 415 | +8.92% | 239.19K | 510.55 | 0.21% | Share |
| 30 | IVV | iShares Core S&... | 648.15 | +0.01% | 407 | -28.09% | 228.69K | 554.75 | 0.20% | Share |
| 31 | GS | The Goldman Sac... | 746.99 | +0.31% | 418 | +100.00% | 228.35K | 546.29 | 0.20% | Share |
| 32 | DAVE | Dave Inc. | 201.06 | +0.28% | 2.71K | +100.00% | 223.84K | 82.66 | 0.20% | Share |
| 33 | XLF | Financial Selec... | 53.01 | +0.47% | 4.38K | +100.00% | 218.02K | 49.81 | 0.19% | Share |
| 34 | NIO | NIO Inc. | 4.46 | -3.46% | 56.97K | -13.36% | 217.04K | 7.13 | 0.19% | Share |
| 35 | APP | AppLovin Corpor... | 433.49 | -2.89% | 813 | +100.00% | 215.42K | 264.97 | 0.19% | Share |
| 36 | AMZN | Amazon.com, Inc... | 230.94 | +2.84% | 1.11K | -14.01% | 211.38K | 182.6 | 0.19% | Share |
| 37 | CRDO | Credo Technolog... | 117.32 | -3.15% | 5.08K | +100.00% | 204.09K | 40.16 | 0.18% | Share |
| 38 | NVDA | NVIDIA Corporat... | 182.02 | +0.24% | 1.88K | +100.00% | 203.54K | 108.38 | 0.18% | Share |
| 39 | SOFI | SoFi Technologi... | 23.29 | -2.18% | 14.65K | -24.14% | 170.38K | 7.65 | 0.15% | Share |
| 40 | LCNB | LCNB Corp. | 15.18 | -3% | 11.5K | 0.00% | 170.09K | 14.95 | 0.15% | Share |
| 41 | ENVX | Enovix Corporat... | 10.47 | -4.6% | 18.98K | +100.00% | 139.32K | 7.34 | 0.12% | Share |
| 42 | QS | QuantumScape Co... | 9.08 | -3.81% | 12.5K | -19.56% | 52K | 5.75 | 0.05% | Share |
| 43 | LCID | Lucid Group, In... | 2.25 | -3.85% | 14.6K | +1.39% | 35.33K | 3.48 | 0.03% | Share |