Axis Wealth Partners, LLC Q1 2025 Filing
Filed April 28, 2025
Portfolio Value
$135.3B
Holdings
140
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (140 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | IRMIRON MTN INC DEL | 4,020 | $345.9M | 0.26% | |
| 102 | TSLATESLA INC | 1,298 | $336.3M | 0.25% | |
| 103 | IQDGWISDOMTREE TR | 9,322 | $332.6M | 0.25% | |
| 104 | BRK/BBERKSHIRE HATHAWAY INC DEL | 622 | $331.0M | 0.24% | |
| 105 | DTHWISDOMTREE TR | 7,485 | $317.8M | 0.23% | |
| 106 | PFEPFIZER INC | 12,076 | $306.0M | 0.23% | |
| 107 | FENIFIDELITY COVINGTON TRUST | 10,158 | $302.3M | 0.22% | |
| 108 | GOOGLALPHABET INC | 1,955 | $302.3M | 0.22% | |
| 109 | AQLTISHARES TR | 13,122 | $301.6M | 0.22% | |
| 110 | SCHGSCHWAB STRATEGIC TR | 12,040 | $301.5M | 0.22% | |
| 111 | AZNASTRAZENECA PLC | 4,066 | $298.9M | 0.22% | |
| 112 | SUBISHARES TR | 2,800 | $295.6M | 0.22% | |
| 113 | DFCFDIMENSIONAL ETF TRUST | 6,933 | $291.6M | 0.22% | |
| 114 | SHMSPDR SER TR | 6,121 | $291.4M | 0.22% | |
| 115 | UCONFIRST TR EXCHNG TRADED FD VI | 11,581 | $286.6M | 0.21% | |
| 116 | XMHQINVESCO EXCHANGE TRADED FD T | 3,106 | $284.3M | 0.21% | |
| 117 | ITA*ISHARES TR | 1,847 | $282.7M | 0.21% | |
| 118 | VNQVANGUARD INDEX FDS | 3,047 | $275.9M | 0.20% | |
| 119 | CVXCHEVRON CORP NEW | 1,645 | $275.2M | 0.20% | |
| 120 | IWPISHARES TR | 2,333 | $274.1M | 0.20% | |
| 121 | MUBISHARES TR | 2,585 | $272.6M | 0.20% | |
| 122 | JNKSPDR SER TR | 2,845 | $271.1M | 0.20% | |
| 123 | VOVANGUARD INDEX FDS | 1,029 | $266.2M | 0.20% | |
| 124 | FLQMFRANKLIN TEMPLETON ETF TR | 4,817 | $255.3M | 0.19% | |
| 125 | SRLNSSGA ACTIVE ETF TR | 6,177 | $254.1M | 0.19% | |
| 126 | VTEBVANGUARD MUN BD FDS | 5,113 | $253.7M | 0.19% | |
| 127 | IWMISHARES TR | 1,253 | $250.0M | 0.18% | |
| 128 | USTBVICTORY PORTFOLIOS II | 4,895 | $247.9M | 0.18% | |
| 129 | SUSAISHARES TR | 2,153 | $247.4M | 0.18% | |
| 130 | PFFISHARES TR | 7,550 | $232.0M | 0.17% | |
| 131 | METMETLIFE INC | 2,794 | $224.3M | 0.17% | |
| 132 | FQIDIGITAL RLTY TR INC | 1,553 | $222.6M | 0.16% | |
| 133 | JMUBJ P MORGAN EXCHANGE TRADED F | 4,333 | $216.6M | 0.16% | |
| 134 | DESWISDOMTREE TR | 6,680 | $213.5M | 0.16% | |
| 135 | IJSISHARES TR | 2,180 | $212.5M | 0.16% | |
| 136 | AQLTISHARES TR | 2,804 | $212.1M | 0.16% | |
| 137 | MTUMISHARES TR | 1,049 | $212.0M | 0.16% | |
| 138 | PAYXPAYCHEX INC | 1,323 | $204.2M | 0.15% | |
| 139 | FFORD MTR CO | 10,538 | $105.7M | 0.08% | |
| 140 | FFAIWFARADAY FUTURE INTLGT ELEC I | 12,099 | $544K | 0.00% |
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