Filer Name: AXIM PLANNING & WEALTH
CIK: 1950607
Period: 2024-12-31
Filed At: 2025-02-11
Number of Holdings: 41
Portfolio Value: $0.09B

Axim Planning & Wealth Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
EH US EHANG HOLDINGS LTD-SPS ADR 4,555,695 $72M 76.37% -1.1% -
HPF US JOHN HANCOCK PREFER INC II 411,288 $7M 7.25% -2.1% -
CLF US CLEVELAND-CLIFFS INC 202,957 $2M 2.03% 100.0% -
PG US PROCTER & GAMBLE CO/THE 6,582 $1M 1.17% -1.3% -
MSFT US MICROSOFT CORP 2,544 $1M 1.14% -0.6% -
QUAL US ISHARES MSCI USA QUALITY FAC 4,227 $1M 0.80% 48.1% -
USB US US BANCORP 15,423 $1M 0.79% - -
CCL US CARNIVAL CORP 25,000 $1M 0.66% -90.3% -
PM US PHILIP MORRIS INTERNATIONAL 4,076 $0M 0.52% - -
JPM US JPMORGAN CHASE & CO 1,948 $0M 0.50% 0.3% -
IVW US ISHARES S&P 500 GROWTH ETF 4,505 $0M 0.49% 20.6% -
TSLA US TESLA INC 1,065 $0M 0.46% -18.8% -
DYNF US ISHRS US E F R A ETF-USD INC 7,142 $0M 0.39% 36.6% -
IVE US ISHARES S&P 500 VALUE ETF 1,896 $0M 0.39% 84.6% -
ACIO US APTUS COLLARED INVESTMENT OP 8,861 $0M 0.38% -2.1% -
IVV US ISHARES CORE S&P 500 ETF 566 $0M 0.35% -5.7% -
XOM US EXXON MOBIL CORP 2,752 $0M 0.32% 2.0% -
SOFI US SOFI TECHNOLOGIES INC 19,312 $0M 0.32% -41.3% -
VBK US VANGUARD SMALL-CAP GRWTH ETF 1,079 $0M 0.32% 100.0% -
VBR US VANGUARD SMALL-CAP VALUE ETF 1,498 $0M 0.32% 100.0% -
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