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 ... | 18.59 | -0.43% | 4.39M | -3.55% | 91.79M | 11.88 | 81.35% | Share |
| 2 | CLF | Cleveland-Cliff... | 12.06 | +2.86% | 222.09K | +9.43% | 1.83M | 9.3 | 1.62% | Share |
| 3 | PG | The Procter & G... | 152.14 | -0.18% | 5.58K | -15.24% | 950.77K | 129.37 | 0.84% | Share |
| 4 | MSFT | Microsoft Corpo... | 506.91 | -0.64% | 2.36K | -7.19% | 886.3K | 254.67 | 0.79% | Share |
| 5 | BTAL | AGFiQ U.S. Mark... | 15.75 | +0.32% | 41.53K | +100.00% | 865.44K | 20.84 | 0.77% | Share |
| 6 | USB | U.S. Bancorp | 49.02 | -0.33% | 15.42K | 0.00% | 651.16K | 40.2 | 0.58% | Share |
| 7 | PM | Philip Morris I... | 164.02 | +0.63% | 4.08K | -0.02% | 646.83K | 100.97 | 0.57% | Share |
| 8 | TSLA | Tesla, Inc. | 423.39 | -4.38% | 1.82K | +70.52% | 470.63K | 260.61 | 0.42% | Share |
| 9 | CTAS | Cintas Corporat... | 202.05 | +1.00% | 2.27K | +100.00% | 466.35K | 205.53 | 0.41% | Share |
| 10 | JPM | JPMorgan Chase ... | 313.44 | +0.01% | 1.87K | -3.9% | 459.2K | 127.71 | 0.41% | Share |
| 11 | XLK | Technology Sele... | 277.94 | -0.2% | 2.05K | +100.00% | 422.87K | 206.48 | 0.37% | Share |
| 12 | CTA | Simplify Manage... | 28.05 | -0.09% | 12.62K | +100.00% | 373.61K | 29.6 | 0.33% | Share |
| 13 | RSP | Invesco S&P 500... | 186.68 | -0.84% | 1.92K | +100.00% | 332.25K | 173.23 | 0.29% | Share |
| 14 | IVE | iShares S&P 500... | 203.95 | -0.36% | 1.7K | -10.13% | 324.75K | 194.29 | 0.29% | Share |
| 15 | MDLZ | Mondelez Intern... | 62.56 | -2.84% | 4.51K | 0.00% | 305.8K | 66.44 | 0.27% | Share |
| 16 | AMD | Advanced Micro ... | 161.27 | +0.24% | 2.88K | +100.00% | 295.48K | 102.74 | 0.26% | Share |
| 17 | BRK-B | Berkshire Hatha... | 495.15 | -0.39% | 551 | +100.00% | 293.45K | 532.58 | 0.26% | Share |
| 18 | VBR | Vanguard Small ... | 207.11 | -0.97% | 1.56K | +4.01% | 290.24K | 197.72 | 0.26% | Share |
| 19 | VTV | Vanguard Value ... | 184.99 | -0.49% | 1.66K | +3.75% | 287.09K | 169.42 | 0.25% | Share |
| 20 | VBK | Vanguard Small ... | 295.85 | -1.11% | 1.12K | +4.17% | 282.99K | 278.93 | 0.25% | Share |
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