Filer Name: AXIS WEALTH PARTNERS, LLC
CIK: 2052531
Period: 2024-12-31
Filed At: 2025-02-07
Number of Holdings: 130
Portfolio Value: $0.12B

Axis Wealth Partners, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
DGRW US WISDOMTREE U.S. QUALITY DIVI 59,408 $5M 4.05% - -
FBND US FIDELITY TOTAL BOND ETF 102,379 $5M 3.87% - -
VOO US VANGUARD S&P 500 ETF 8,413 $5M 3.82% - -
VYMI US VANGUARD INT HIGH DVD YLD IN 61,179 $4M 3.50% - -
SCHD US SCHWAB US DVD EQUITY ETF 140,945 $4M 3.25% - -
FDVV US FIDELITY HIGH DIVIDEND ETF 60,778 $3M 2.56% - -
VIG US VANGUARD DIVIDEND APPREC ETF 14,892 $3M 2.46% - -
SPY US SPDR S&P 500 ETF TRUST 4,666 $3M 2.30% - -
VUG US VANGUARD GROWTH ETF 6,583 $3M 2.28% - -
AAPL US APPLE INC 10,381 $3M 2.19% - -
AGG US ISHARES CORE U.S. AGGREGATE 26,317 $3M 2.15% - -
DFUV US DIMENSIONAL US MARKETWIDE VA 59,966 $2M 2.07% - -
DFAI US DIMENSIONAL INTERNATIONAL CO 80,976 $2M 1.99% - -
IWR US ISHARES RUSSELL MID-CAP ETF 24,252 $2M 1.81% - -
UITB US VICTORYSHARES CORE INTERMEDI 44,968 $2M 1.74% - -
IVW US ISHARES S&P 500 GROWTH ETF 20,251 $2M 1.73% - -
VYM US VANGUARD HIGH DVD YIELD ETF 15,120 $2M 1.63% - -
SPYV US SPDR PORT S&P 500 VALUE 36,337 $2M 1.57% - -
DEM US WISDOMTREE EMERGING MARKETS 45,384 $2M 1.55% - -
PEY US INVESCO HIGH YIELD EQUITY DI 75,185 $2M 1.35% - -
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