The Analysis of Axim Planning & Wealth's Holdings

Currently, Axim Planning & Wealth holds 72 types of securities in its portfolio with a total value $93.9M. In the most recent quarter, they have increased their positions in MO (+13.3K shares, valued at $768.5K), BIL (+7.8K shares, valued at $714.2K), BSJU (+26.1K shares, valued at $680.5K); decreased their positions in EH (-255.9K shares, valued at $3.4M), CLF (-161.5K shares, valued at $2.1M), ARCM (-11.7K shares, valued at $1.2M); initiated new positions in MO (+13.3K shares, valued at $768.5K), BSJU (+26.1K shares, valued at $680.5K), BMY (+12.6K shares, valued at $679.8K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

EH EHANG HLDGS LTD4.1M shares-5.85%2025-12-312026-02-13

HPF HANCOCK JOHN PFD INCOME FD I323.0K shares-2.94%2025-12-312026-02-13

BIL SPDR SERIES TRUST17.6K shares80.11%2025-12-312026-02-13

CLF CLEVELAND-CLIFFS INC NEW79.9K shares-66.90%2025-12-312026-02-13

XLK SELECT SECTOR SPDR TR6.8K shares90.48%2025-12-312026-02-13

ARCM ARROW INVTS TR9.5K shares-55.24%2025-12-312026-02-13

PG PROCTER AND GAMBLE CO6.5K shares22.63%2025-12-312026-02-13

BTAL AGF INVTS TR61.0K shares-20.86%2025-12-312026-02-13

Sponsored

GROZ ZACKS TRUST29.3K shares51.83%2025-12-312026-02-13

USB US BANCORP DEL15.7K shares0.00%2025-12-312026-02-13

MSFT MICROSOFT CORP1.7K shares-22.87%2025-12-312026-02-13

MO ALTRIA GROUP INC13.3K sharesnew addition2025-12-312026-02-13

SMIZ ZACKS TRUST20.6K shares17.90%2025-12-312026-02-13

ZECP ZACKS TRUST21.6K shares13.44%2025-12-312026-02-13

BSJR INVESCO EXCH TRD SLF IDX FD33.0K shares14.77%2025-12-312026-02-13

NVDA NVIDIA CORPORATION3.9K shares8.31%2025-12-312026-02-13

Sponsored

BSJS INVESCO EXCH TRD SLF IDX FD32.5K shares17.56%2025-12-312026-02-13

BSJT INVESCO EXCH TRD SLF IDX FD32.7K shares16.72%2025-12-312026-02-13

BSJQ INVESCO EXCH TRD SLF IDX FD29.9K shares15.24%2025-12-312026-02-13

BSJU INVESCO EXCH TRD SLF IDX FD26.1K sharesnew addition2025-12-312026-02-13

BMY BRISTOL-MYERS SQUIBB CO12.6K sharesnew addition2025-12-312026-02-13

NIO NIO INC131.5K shares-20.11%2025-12-312026-02-13

WDC WESTERN DIGITAL CORP3.8K sharesnew addition2025-12-312026-02-13

PM PHILIP MORRIS INTL INC4.1K shares0.00%2025-12-312026-02-13

Sponsored

LAM RESEARCH CORP LAM RESEARCH CORP3.8K sharesnew addition2025-12-312026-02-13

AAPL APPLE INC2.3K sharesnew addition2025-12-312026-02-13

ADBE ADOBE INC1.8K sharesnew addition2025-12-312026-02-13

TSLA TESLA INC1.4K shares0.07%2025-12-312026-02-13

MEDP MEDPACE HLDGS INC1.0K sharesnew addition2025-12-312026-02-13

ARISTA NETWORKS INC ARISTA NETWORKS INC4.5K shares4.11%2025-12-312026-02-13

AGG ISHARES TR5.7K shares32.86%2025-12-312026-02-13

JPM JPMORGAN CHASE & CO.1.6K shares-5.53%2025-12-312026-02-13

Sponsored

CAT CATERPILLAR INC832 shares0.00%2025-12-312026-02-13

XLP SELECT SECTOR SPDR TR5.6K shares6.02%2025-12-312026-02-13

AMD ADVANCED MICRO DEVICES INC2.0K shares-20.81%2025-12-312026-02-13

XLC SELECT SECTOR SPDR TR3.4K shares-4.12%2025-12-312026-02-13

XLU SELECT SECTOR SPDR TR8.6K shares119.05%2025-12-312026-02-13

TLH ISHARES TR3.6K shares27.50%2025-12-312026-02-13

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL722 sharesnew addition2025-12-312026-02-13

QUIZ ZACKS TRUST13.6K sharesnew addition2025-12-312026-02-13

Sponsored

PPA INVESCO EXCHANGE TRADED FD T2.3K shares14.81%2025-12-312026-02-13

TLT ISHARES TR4.1K shares13.89%2025-12-312026-02-13

CTA SIMPLIFY EXCHANGE TRADED FUN12.7K shares-8.80%2025-12-312026-02-13

GTO INVESCO ACTIVELY MANAGED EXC6.9K shares-6.91%2025-12-312026-02-13

IJH ISHARES TR4.9K shares2.95%2025-12-312026-02-13

XLF SELECT SECTOR SPDR TR5.7K shares-17.21%2025-12-312026-02-13

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.6K shares-23.49%2025-12-312026-02-13

CELESTICA INC CELESTICA INC1.0K shares-4.57%2025-12-312026-02-13

Sponsored

SOFI SOFI TECHNOLOGIES INC11.5K shares-11.05%2025-12-312026-02-13

VBK VANGUARD INDEX FDS944 shares-2.38%2025-12-312026-02-13

RBRK RUBRIK INC.3.6K shares38.47%2025-12-312026-02-13

VBR VANGUARD INDEX FDS1.2K shares-3.14%2025-12-312026-02-13

XOM EXXON MOBIL CORP2.2K shares2.37%2025-12-312026-02-13

VTV VANGUARD INDEX FDS1.3K shares-17.77%2025-12-312026-02-13

XLV SELECT SECTOR SPDR TR1.7K shares-7.81%2025-12-312026-02-13

MDLZ MONDELEZ INTL INC4.6K shares-2.03%2025-12-312026-02-13

Sponsored

IVE ISHARES TR1.2K shares-3.38%2025-12-312026-02-13

GRAB GRAB HOLDINGS LIMITED49.7K shares160.59%2025-12-312026-02-13

META META PLATFORMS INC365 shares3.11%2025-12-312026-02-13

EXEL EXELIXIS INC5.5K shares-74.84%2025-12-312026-02-13

IVW ISHARES TR1.9K shares-11.80%2025-12-312026-02-13

QUAL ISHARES TR1.1K shares-0.52%2025-12-312026-02-13

NKE NIKE INC3.6K sharesnew addition2025-12-312026-02-13

TOST TOAST INC6.3K sharesnew addition2025-12-312026-02-13

Sponsored

LNTH LANTHEUS HLDGS INC3.4K shares-30.98%2025-12-312026-02-13

LUNR INTUITIVE MACHINES INC13.6K shares26.22%2025-12-312026-02-13

XLY SELECT SECTOR SPDR TR1.8K shares84.84%2025-12-312026-02-13

VUG VANGUARD INDEX FDS440 shares-6.98%2025-12-312026-02-13

GS GOLDMAN SACHS GROUP INC237 sharesnew addition2025-12-312026-02-13

ACIO ETF SER SOLUTIONS4.6K shares-12.05%2025-12-312026-02-13

LCNB LCNB CORP11.5K shares0.00%2025-12-312026-02-13

ENVX ENOVIX CORPORATION16.6K shares50.98%2025-12-312026-02-13

Sponsored

Call Option Holdings

EH Call CallEHANG HLDGS LTD67.6K shares36.57%2025-12-312026-02-13

NIO Call CallNIO INC64.0K shares236.84%2025-12-312026-02-13

Put Option Holdings

No put option holdings data available