The Analysis of Axis Wealth Partners, LLC's Holdings
Currently, Axis Wealth Partners, LLC holds 166 types of securities in its portfolio with a total value $181.0M. In the most recent quarter, they have increased their positions in XYL (+18.7K shares, valued at $2.5M), SLDE (+101.8K shares, valued at $2.0M), VONV (+10.4K shares, valued at $963.5K); decreased their positions in IVE (-4.1K shares, valued at $859.3K), IJH (-10.9K shares, valued at $716.9K), SGOV (-6.8K shares, valued at $683.5K); initiated new positions in XYL (+18.7K shares, valued at $2.5M), SLDE (+101.8K shares, valued at $2.0M), SBND (+27.0K shares, valued at $510.6K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DGRW WISDOMTREE TR71.8K shares1.27%2025-12-312026-01-30
FBND FIDELITY MERRIMACK STR TR138.3K shares2.55%2025-12-312026-01-30 VYMI VANGUARD WHITEHALL FDS69.9K shares-0.96%2025-12-312026-01-30 VUG VANGUARD INDEX FDS8.4K shares3.57%2025-12-312026-01-30 AAPL APPLE INC15.0K shares-2.67%2025-12-312026-01-30 SCHD SCHWAB STRATEGIC TR145.9K shares-1.39%2025-12-312026-01-30 FDVV FIDELITY COVINGTON TRUST67.1K shares-0.83%2025-12-312026-01-30 VIG VANGUARD SPECIALIZED FUNDS16.1K shares-0.46%2025-12-312026-01-30 DFUV DIMENSIONAL ETF TRUST75.9K shares1.29%2025-12-312026-01-30 DFAI DIMENSIONAL ETF TRUST92.6K shares0.21%2025-12-312026-01-30 UITB VICTORY PORTFOLIOS II69.2K shares6.81%2025-12-312026-01-30 SPY SPDR S&P 500 ETF TR4.7K shares-0.36%2025-12-312026-01-30 SPYV SPDR SERIES TRUST52.0K shares2.20%2025-12-312026-01-30 VFLO VICTORY PORTFOLIOS II70.8K shares4.88%2025-12-312026-01-30 DEM WISDOMTREE TR56.6K shares0.84%2025-12-312026-01-30 IJJ ISHARES TR19.4K shares25.97%2025-12-312026-01-30 XYL XYLEM INC18.7K sharesnew addition2025-12-312026-01-30 IVW ISHARES TR20.5K shares-18.53%2025-12-312026-01-30 VONV VANGUARD SCOTTSDALE FDS26.7K shares64.13%2025-12-312026-01-30 IVE ISHARES TR11.5K shares-26.12%2025-12-312026-01-30 AGG ISHARES TR22.9K shares3.06%2025-12-312026-01-30 DFAC DIMENSIONAL ETF TRUST57.0K shares9.50%2025-12-312026-01-30 VONG VANGUARD SCOTTSDALE FDS17.6K shares25.34%2025-12-312026-01-30 VYM VANGUARD WHITEHALL FDS14.9K shares0.18%2025-12-312026-01-30 IJH ISHARES TR32.0K shares-25.34%2025-12-312026-01-30 IJK ISHARES TR20.9K shares20.01%2025-12-312026-01-30 SLDE SLIDE INS HLDGS INC101.8K sharesnew addition2025-12-312026-01-30 EFG ISHARES TR17.2K shares3.06%2025-12-312026-01-30 AMZN AMAZON COM INC7.9K shares0.64%2025-12-312026-01-30 VOOG VANGUARD ADMIRAL FDS INC3.9K shares-0.48%2025-12-312026-01-30 EFV ISHARES TR21.4K shares1.95%2025-12-312026-01-30 RECS COLUMBIA ETF TR I37.2K shares1.85%2025-12-312026-01-30 VEA VANGUARD TAX-MANAGED FDS24.2K shares1.96%2025-12-312026-01-30 IDV ISHARES TR34.5K shares0.28%2025-12-312026-01-30 SDY SPDR SERIES TRUST9.5K shares-1.59%2025-12-312026-01-30 DHS WISDOMTREE TR13.0K shares-4.26%2025-12-312026-01-30 PEY INVESCO EXCHANGE TRADED FD T62.8K shares-0.38%2025-12-312026-01-30 DFAS DIMENSIONAL ETF TRUST18.3K shares1.16%2025-12-312026-01-30 JGRO J P MORGAN EXCHANGE TRADED F13.7K shares-1.47%2025-12-312026-01-30 VCSH VANGUARD SCOTTSDALE FDS16.0K shares0.52%2025-12-312026-01-30 DFCF DIMENSIONAL ETF TRUST28.9K shares5.42%2025-12-312026-01-30 EQIN COLUMBIA ETF TR I25.6K shares-2.17%2025-12-312026-01-30 ESGU ISHARES TR7.8K shares-0.22%2025-12-312026-01-30 ANGL VANECK ETF TRUST39.3K shares2.51%2025-12-312026-01-30 VZ VERIZON COMMUNICATIONS INC26.9K shares-0.79%2025-12-312026-01-30 SGOV ISHARES TR10.7K shares-38.92%2025-12-312026-01-30 IWF ISHARES TR2.3K shares-2.72%2025-12-312026-01-30 USTB VICTORY PORTFOLIOS II20.9K shares300.52%2025-12-312026-01-30 NVDA NVIDIA CORPORATION5.7K shares9.09%2025-12-312026-01-30 IJR ISHARES TR8.8K shares3.93%2025-12-312026-01-30 MSFT MICROSOFT CORP2.2K shares1.84%2025-12-312026-01-30 IUSG ISHARES TR6.2K shares-4.39%2025-12-312026-01-30 DFAT DIMENSIONAL ETF TRUST17.0K shares1.94%2025-12-312026-01-30 IJS ISHARES TR8.5K shares27.40%2025-12-312026-01-30 LVHI LEGG MASON ETF INVT26.0K shares9.91%2025-12-312026-01-30 ALPHABET INC ALPHABET INC3.0K shares0.70%2025-12-312026-01-30 SPSM SPDR SERIES TRUST19.1K shares-0.03%2025-12-312026-01-30 JEPI J P MORGAN EXCHANGE TRADED F15.5K shares3.20%2025-12-312026-01-30 DUHP DIMENSIONAL ETF TRUST22.4K shares12.30%2025-12-312026-01-30 AVSC AMERICAN CENTY ETF TR13.0K shares1.18%2025-12-312026-01-30 EFA ISHARES TR8.0K shares-22.21%2025-12-312026-01-30 SHY ISHARES TR9.2K shares-19.40%2025-12-312026-01-30 CDC VICTORY PORTFOLIOS II11.3K shares-3.71%2025-12-312026-01-30 JPIE J P MORGAN EXCHANGE TRADED F15.8K shares2.98%2025-12-312026-01-30 BUFR FIRST TR EXCHNG TRADED FD VI20.5K shares2.24%2025-12-312026-01-30 JPM JPMORGAN CHASE & CO.2.2K shares-1.49%2025-12-312026-01-30 JCPB J P MORGAN EXCHANGE TRADED F14.7K shares4.43%2025-12-312026-01-30 VGIT VANGUARD SCOTTSDALE FDS11.5K shares1.20%2025-12-312026-01-30 VTC VANGUARD SCOTTSDALE FDS8.6K shares1.39%2025-12-312026-01-30 MO ALTRIA GROUP INC11.3K shares-0.05%2025-12-312026-01-30 IJT ISHARES TR4.5K shares28.64%2025-12-312026-01-30 VWO VANGUARD INTL EQUITY INDEX F11.6K shares7.02%2025-12-312026-01-30 GSLC GOLDMAN SACHS ETF TR4.7K shares-0.78%2025-12-312026-01-30 VTV VANGUARD INDEX FDS3.3K shares6.98%2025-12-312026-01-30 IWD ISHARES TR2.9K shares0.37%2025-12-312026-01-30 DFAU DIMENSIONAL ETF TRUST13.2K shares-0.34%2025-12-312026-01-30 WFC WELLS FARGO CO NEW6.5K shares-1.90%2025-12-312026-01-30 VBR VANGUARD INDEX FDS2.9K shares-3.02%2025-12-312026-01-30 HELO J P MORGAN EXCHANGE TRADED F9.1K shares7.76%2025-12-312026-01-30 OMFL INVESCO EXCH TRD SLF IDX FD9.9K shares2.87%2025-12-312026-01-30 IWR ISHARES TR6.2K shares-3.82%2025-12-312026-01-30 WTMF WISDOMTREE TR15.5K shares4.49%2025-12-312026-01-30 XOM EXXON MOBIL CORP4.8K shares-6.70%2025-12-312026-01-30 FENI FIDELITY COVINGTON TRUST15.9K shares-0.36%2025-12-312026-01-30 VXUS VANGUARD STAR FDS7.5K shares-1.72%2025-12-312026-01-30 VCIT VANGUARD SCOTTSDALE FDS6.6K shares-4.91%2025-12-312026-01-30 QCOM QUALCOMM INC3.2K shares5.74%2025-12-312026-01-30 UNH UNITEDHEALTH GROUP INC1.6K shares-0.55%2025-12-312026-01-30 BAC BANK AMERICA CORP9.6K shares9.56%2025-12-312026-01-30 BSCU INVESCO EXCH TRD SLF IDX FD30.9K shares76.11%2025-12-312026-01-30 BSCT INVESCO EXCH TRD SLF IDX FD27.8K shares76.36%2025-12-312026-01-30 BSCR INVESCO EXCH TRD SLF IDX FD26.5K shares76.98%2025-12-312026-01-30 BSCS INVESCO EXCH TRD SLF IDX FD25.4K shares76.52%2025-12-312026-01-30 BSCQ INVESCO EXCH TRD SLF IDX FD26.7K shares77.15%2025-12-312026-01-30 VBK VANGUARD INDEX FDS1.7K shares-2.98%2025-12-312026-01-30 SBND COLUMBIA ETF TR I27.0K sharesnew addition2025-12-312026-01-30 IVV ISHARES TR745 shares-1.19%2025-12-312026-01-30 XLU SELECT SECTOR SPDR TR11.9K shares100.08%2025-12-312026-01-30 BSCV INVESCO EXCH TRD SLF IDX FD30.0K shares82.30%2025-12-312026-01-30 IGIB ISHARES TR9.3K shares-29.49%2025-12-312026-01-30 MCD MCDONALDS CORP1.6K shares24.30%2025-12-312026-01-30 FELC FIDELITY COVINGTON TRUST12.8K shares-0.60%2025-12-312026-01-30 BND VANGUARD BD INDEX FDS6.6K shares-0.42%2025-12-312026-01-30 META META PLATFORMS INC727 shares-4.59%2025-12-312026-01-30 T AT&T INC19.0K shares-1.19%2025-12-312026-01-30 IEF ISHARES TR4.9K shares-44.18%2025-12-312026-01-30 BNDX VANGUARD CHARLOTTE FDS9.5K shares12.95%2025-12-312026-01-30 VTI VANGUARD INDEX FDS1.4K shares5.18%2025-12-312026-01-30 LQD ISHARES TR4.1K shares-10.98%2025-12-312026-01-30 TSLA TESLA INC1.0K shares-16.91%2025-12-312026-01-30 WPC WP CAREY INC7.0K shares-5.08%2025-12-312026-01-30 HYG ISHARES TR5.3K shares-40.32%2025-12-312026-01-30 TXN TEXAS INSTRS INC2.4K shares-1.00%2025-12-312026-01-30 PLTR PALANTIR TECHNOLOGIES INC2.3K shares-2.31%2025-12-312026-01-30 ABBV ABBVIE INC1.8K shares-2.15%2025-12-312026-01-30 XMHQ INVESCO EXCHANGE TRADED FD T3.9K shares-4.51%2025-12-312026-01-30 ITA ISHARES TR1.8K shares0.00%2025-12-312026-01-30 SCHG SCHWAB STRATEGIC TR11.7K shares0.09%2025-12-312026-01-30 AZN ASTRAZENECA PLC4.0K shares0.75%2025-12-312026-01-30 JMUB J P MORGAN EXCHANGE TRADED F7.2K shares0.71%2025-12-312026-01-30 FLQM FRANKLIN TEMPLETON ETF TR6.4K shares-3.96%2025-12-312026-01-30 TSM TAIWAN SEMICONDUCTOR MFG LTD1.2K shares1.75%2025-12-312026-01-30 IRM IRON MTN INC DEL4.0K shares-0.17%2025-12-312026-01-30 MTUM ISHARES TR1.3K shares41.60%2025-12-312026-01-30 ITOT ISHARES TR2.2K shares1.04%2025-12-312026-01-30 UCON FIRST TR EXCHNG TRADED FD VI13.1K shares3.99%2025-12-312026-01-30 DTH WISDOMTREE TR6.3K shares-5.63%2025-12-312026-01-30 ALPHABET INC ALPHABET INC983 shares-10.47%2025-12-312026-01-30 CAT CATERPILLAR INC536 shares-1.65%2025-12-312026-01-30 SUSA ISHARES TR2.1K shares0.24%2025-12-312026-01-30 MUB ISHARES TR2.7K shares2.73%2025-12-312026-01-30 IWM ISHARES TR1.2K shares-2.07%2025-12-312026-01-30 DFIC DIMENSIONAL ETF TRUST8.4K sharesnew addition2025-12-312026-01-30 IEMG ISHARES INC4.3K shares-37.81%2025-12-312026-01-30 VO VANGUARD INDEX FDS960 shares7.99%2025-12-312026-01-30 VNQ VANGUARD INDEX FDS3.1K shares3.65%2025-12-312026-01-30 RY ROYAL BK CDA1.6K shares0.00%2025-12-312026-01-30 IUSB ISHARES TR5.7K sharesnew addition2025-12-312026-01-30 PFE PFIZER INC10.4K shares2.54%2025-12-312026-01-30 DLR DIGITAL RLTY TR INC1.6K shares3.27%2025-12-312026-01-30 SRLN SSGA ACTIVE ETF TR6.0K shares-0.30%2025-12-312026-01-30 VTEB VANGUARD MUN BD FDS4.9K shares1.12%2025-12-312026-01-30 GOVT ISHARES TR10.6K shares-4.84%2025-12-312026-01-30 IQDG WISDOMTREE TR5.8K shares6.24%2025-12-312026-01-30 KO COCA COLA CO3.4K sharesnew addition2025-12-312026-01-30 MS MORGAN STANLEY1.3K shares-1.93%2025-12-312026-01-30 CVX CHEVRON CORP NEW1.5K shares-1.10%2025-12-312026-01-30 PFF ISHARES TR7.4K shares-0.56%2025-12-312026-01-30 DFGP DIMENSIONAL ETF TRUST4.2K sharesnew addition2025-12-312026-01-30 BSV VANGUARD BD INDEX FDS2.9K sharesnew addition2025-12-312026-01-30 MET METLIFE INC2.9K shares1.38%2025-12-312026-01-30 IWP ISHARES TR1.6K shares-2.12%2025-12-312026-01-30 JNJ JOHNSON & JOHNSON1.1K sharesnew addition2025-12-312026-01-30 QYLD GLOBAL X FDS12.0K shares0.02%2025-12-312026-01-30 DES WISDOMTREE TR6.3K shares0.11%2025-12-312026-01-30 JQUA J P MORGAN EXCHANGE TRADED F3.3K sharesnew addition2025-12-312026-01-30 WMT WALMART INC1.9K shares-5.84%2025-12-312026-01-30 IWB ISHARES TR557 shares1.83%2025-12-312026-01-30 INEQ COLUMBIA ETF TR I5.5K sharesnew addition2025-12-312026-01-30 SCYB SCHWAB STRATEGIC TR7.7K sharesnew addition2025-12-312026-01-30 CRNT CERAGON NETWORKS LTD10.7K shares0.00%2025-12-312026-01-30 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available