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Latest Axim Planning & Wealth Stock Portfolio

$109Million

Equity Portfolio Value
Last Reported on: 25 Jan, 2024

About Axim Planning & Wealth and it’s 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Axim Planning & Wealth reported an equity portfolio of $109.3 Millions as of 31 Dec, 2023.

The top stock holdings of Axim Planning & Wealth are EH, BNDD, CCL. The fund has invested 60% of it's portfolio in EHANG HLDGS LTD and 23.8% of portfolio in KRANESHARES TR.

The fund managers got completely rid off PROSHARES TR II (UCO), EXCHANGE LISTED FDS TR (AGOV) and MERCK & CO INC (MRK) stocks. They significantly reduced their stock positions in NIO INC (NIO), ROYAL CARIBBEAN GROUP (RCL) and ETF SER SOLUTIONS (ACIO). Axim Planning & Wealth opened new stock positions in HANCOCK JOHN PFD INCOME FD I, SPDR S&P 500 ETF TR (SPY) and ISHARES TR (AGG). The fund showed a lot of confidence in some stocks as they added substantially to SOFI TECHNOLOGIES INC (SOFI), VANGUARD SCOTTSDALE FDS (BNDW) and EXXON MOBIL CORP (XOM).

New Buys

Ticker$ Bought
HANCOCK JOHN PFD INCOME FD I1,388,640
SPDR S&P 500 ETF TR360,760
ISHARES TR245,024
APPLE INC232,191
INVESCO QQQ TR200,665

New stocks bought by Axim Planning & Wealth

Additions

Ticker% Inc.
SOFI TECHNOLOGIES INC15.18
VANGUARD SCOTTSDALE FDS13.72
EXXON MOBIL CORP4.56
EHANG HLDGS LTD4.15
MICROSOFT CORP3.01

Additions to existing portfolio by Axim Planning & Wealth

Reductions

Ticker% Reduced
NIO INC-66.08
ROYAL CARIBBEAN GROUP-48.78
ETF SER SOLUTIONS-48.43
ETF SER SOLUTIONS-45.18
ETF SER SOLUTIONS-44.38
ALIBABA GROUP HLDG LTD-33.11
JPMORGAN CHASE & CO-23.96
ALTRIA GROUP INC-15.03

Axim Planning & Wealth reduced stake in above stock

Sold off

Ticker$ Sold
AMERICAN AIRLS GROUP INC-139,527
EXCHANGE LISTED FDS TR-228,723
PROSHARES TR II-514,707
CISCO SYS INC-216,061
MERCK & CO INC-225,769

Axim Planning & Wealth got rid off the above stocks

Current Stock Holdings of Axim Planning & Wealth

Last Reported on: 25 Jan, 2024
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions
AALAMERICAN AIRLS GROUP INC0.000.000.00SOLD OFF-100
AAPLAPPLE INC0.211,206232,191NEW
ACIOETF SER SOLUTIONS0.3810,744413,041REDUCED-44.38
ACIOETF SER SOLUTIONS0.3712,083400,672REDUCED-45.18
ACIOETF SER SOLUTIONS0.2410,635268,002REDUCED-48.43
AGGISHARES TR0.22513245,024NEW
AGOVEXCHANGE LISTED FDS TR0.000.000.00SOLD OFF-100
BABAALIBABA GROUP HLDG LTD0.304,253329,650REDUCED-33.11
BNDDKRANESHARES TR23.75961,79525,968,500REDUCED-9.58
BNDWVANGUARD SCOTTSDALE FDS0.295,422316,265ADDED13.72
CATCATERPILLAR INC0.22800236,536UNCHANGED0.00
CCLCARNIVAL CORP6.73397,0507,361,310REDUCED-9.93
CSCOCISCO SYS INC0.000.000.00SOLD OFF-100
DEDEERE & CO0.22600239,922UNCHANGED0.00
EHEHANG HLDGS LTD59.973,902,41065,560,500ADDED4.15
JPMJPMORGAN CHASE & CO0.573,657622,056REDUCED-23.96
LCNBLCNB CORP0.1711,500181,355UNCHANGED0.00
MDLZMONDELEZ INTL INC0.294,368316,374UNCHANGED0.00
MOALTRIA GROUP INC0.215,711230,382REDUCED-15.03
MRKMERCK & CO INC0.000.000.00SOLD OFF-100
MSFTMICROSOFT CORP0.952,7691,041,260ADDED3.01
NIONIO INC0.2125,785233,870REDUCED-66.08
PGPROCTER AND GAMBLE CO1.007,4951,098,320REDUCED-0.4
PMPHILIP MORRIS INTL INC0.354,076383,470REDUCED-2.77
QQQINVESCO QQQ TR0.18490200,665NEW
RCLROYAL CARIBBEAN GROUP0.252,100271,929REDUCED-48.78
SBUXSTARBUCKS CORP0.273,028290,718REDUCED-9.29
SOFISOFI TECHNOLOGIES INC0.2022,000218,900ADDED15.18
SPYSPDR S&P 500 ETF TR0.33759360,760NEW
UCOPROSHARES TR II0.000.000.00SOLD OFF-100
USBUS BANCORP DEL0.6215,523671,835REDUCED-1.01
XOMEXXON MOBIL CORP0.222,410240,952ADDED4.56
HANCOCK JOHN PFD INCOME FD I1.2788,0001,388,640NEW