Axis Wealth Partners, LLC Q2 2025 Filing
Filed July 15, 2025
Portfolio Value
$152.2B
Holdings
147
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (147 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | WTMFWISDOMTREE TR | 11,373 | $401.5M | 0.26% | |
| 102 | VTIVANGUARD INDEX FDS | 1,293 | $392.9M | 0.26% | |
| 103 | MCDMCDONALDS CORP | 1,292 | $377.5M | 0.25% | |
| 104 | TIPISHARES TR | 3,336 | $367.1M | 0.24% | |
| 105 | TSLATESLA INC | 1,150 | $365.2M | 0.24% | |
| 106 | IJTISHARES TR | 2,659 | $353.8M | 0.23% | |
| 107 | SCHGSCHWAB STRATEGIC TR | 12,086 | $353.0M | 0.23% | |
| 108 | XMHQINVESCO EXCHANGE TRADED FD T | 3,580 | $351.7M | 0.23% | |
| 109 | JMUBJ P MORGAN EXCHANGE TRADED F | 6,872 | $341.1M | 0.22% | |
| 110 | FELCFIDELITY COVINGTON TRUST | 9,888 | $341.0M | 0.22% | |
| 111 | ITA*ISHARES TR | 1,780 | $335.8M | 0.22% | |
| 112 | FLQMFRANKLIN TEMPLETON ETF TR | 6,023 | $327.1M | 0.21% | |
| 113 | DTHWISDOMTREE TR | 6,890 | $319.2M | 0.21% | |
| 114 | PLTRPALANTIR TECHNOLOGIES INC | 2,307 | $314.5M | 0.21% | |
| 115 | ABBVABBVIE INC | 1,687 | $313.2M | 0.21% | |
| 116 | BRK/BBERKSHIRE HATHAWAY INC DEL | 640 | $310.7M | 0.20% | |
| 117 | UCONFIRST TR EXCHNG TRADED FD VI | 12,067 | $300.4M | 0.20% | |
| 118 | ITOTISHARES TR | 2,194 | $296.2M | 0.19% | |
| 119 | AZNASTRAZENECA PLC | 4,066 | $284.1M | 0.19% | |
| 120 | PFEPFIZER INC | 11,553 | $280.0M | 0.18% | |
| 121 | MUBISHARES TR | 2,655 | $277.4M | 0.18% | |
| 122 | SUSAISHARES TR | 2,172 | $275.4M | 0.18% | |
| 123 | FQIDIGITAL RLTY TR INC | 1,556 | $271.3M | 0.18% | |
| 124 | VNQVANGUARD INDEX FDS | 2,967 | $264.3M | 0.17% | |
| 125 | JNKSPDR SERIES TRUST | 2,706 | $263.2M | 0.17% | |
| 126 | VOVANGUARD INDEX FDS | 898 | $251.4M | 0.17% | |
| 127 | AQLTISHARES TR | 3,000 | $250.4M | 0.16% | |
| 128 | USTBVICTORY PORTFOLIOS II | 4,926 | $250.4M | 0.16% | |
| 129 | SRLNSSGA ACTIVE ETF TR | 5,940 | $247.0M | 0.16% | |
| 130 | IWMISHARES TR | 1,142 | $246.4M | 0.16% | |
| 131 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 1,085 | $245.6M | 0.16% | |
| 132 | AQLTISHARES TR | 10,585 | $243.2M | 0.16% | |
| 133 | MTUMISHARES TR | 987 | $237.2M | 0.16% | |
| 134 | VTEBVANGUARD MUN BD FDS | 4,792 | $235.0M | 0.15% | |
| 135 | IWPISHARES TR | 1,675 | $232.3M | 0.15% | |
| 136 | PFFISHARES TR | 7,348 | $225.4M | 0.15% | |
| 137 | METMETLIFE INC | 2,799 | $225.1M | 0.15% | |
| 138 | IQDGWISDOMTREE TR | 5,539 | $219.6M | 0.14% | |
| 139 | 4I1PHILIP MORRIS INTL INC | 1,195 | $217.7M | 0.14% | |
| 140 | CVXCHEVRON CORP NEW | 1,475 | $211.2M | 0.14% | |
| 141 | RYROYAL BK CDA | 1,603 | $210.9M | 0.14% | |
| 142 | CATCATERPILLAR INC | 534 | $207.2M | 0.14% | |
| 143 | JPXAEROVIRONMENT INC | 723 | $206.0M | 0.14% | |
| 144 | DESWISDOMTREE TR | 6,344 | $201.5M | 0.13% | |
| 145 | KOCOCA COLA CO | 2,847 | $201.4M | 0.13% | |
| 146 | QYLDGLOBAL X FDS | 12,038 | $201.3M | 0.13% | |
| 147 | CRNTCERAGON NETWORKS LTD | 10,744 | $26.4M | 0.02% |
PreviousPage 2 of 2