Axis Wealth Partners, LLC Q4 2024 Filing
Filed February 7, 2025
Portfolio Value
$118.7B
Holdings
130
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (130 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | AQLTISHARES TR | 13,404 | $308.0M | 0.26% | |
| 102 | IWPISHARES TR | 2,429 | $307.9M | 0.26% | |
| 103 | WTMFWISDOMTREE TR | 8,643 | $301.9M | 0.25% | |
| 104 | FQIDIGITAL RLTY TR INC | 1,672 | $296.5M | 0.25% | |
| 105 | SUBISHARES TR | 2,804 | $295.8M | 0.25% | |
| 106 | PFEPFIZER INC | 10,924 | $289.8M | 0.24% | |
| 107 | SHMSPDR SER TR | 6,095 | $288.9M | 0.24% | |
| 108 | DTHWISDOMTREE TR | 7,595 | $286.9M | 0.24% | |
| 109 | VOVANGUARD INDEX FDS | 1,068 | $282.1M | 0.24% | |
| 110 | IWMISHARES TR | 1,257 | $277.7M | 0.23% | |
| 111 | MUBISHARES TR | 2,558 | $272.5M | 0.23% | |
| 112 | VNQVANGUARD INDEX FDS | 3,031 | $270.0M | 0.23% | |
| 113 | JNKSPDR SER TR | 2,822 | $269.4M | 0.23% | |
| 114 | AZNASTRAZENECA PLC | 4,111 | $269.3M | 0.23% | |
| 115 | SUSAISHARES TR | 2,151 | $261.5M | 0.22% | |
| 116 | ITA*ISHARES TR | 1,770 | $257.2M | 0.22% | |
| 117 | SRLNSSGA ACTIVE ETF TR | 6,150 | $256.6M | 0.22% | |
| 118 | CVXCHEVRON CORP NEW | 1,771 | $256.5M | 0.22% | |
| 119 | VTEBVANGUARD MUN BD FDS | 5,087 | $255.0M | 0.21% | |
| 120 | UCONFIRST TR EXCHNG TRADED FD VI | 10,297 | $253.8M | 0.21% | |
| 121 | FLQMFRANKLIN TEMPLETON ETF TR | 4,511 | $245.0M | 0.21% | |
| 122 | METMETLIFE INC | 2,979 | $243.9M | 0.21% | |
| 123 | DFCFDIMENSIONAL ETF TRUST | 5,880 | $242.7M | 0.20% | |
| 124 | PFFISHARES TR | 7,683 | $241.6M | 0.20% | |
| 125 | DESWISDOMTREE TR | 6,719 | $230.8M | 0.19% | |
| 126 | MTUMISHARES TR | 1,049 | $217.1M | 0.18% | |
| 127 | JMUBJ P MORGAN EXCHANGE TRADED F | 4,298 | $215.5M | 0.18% | |
| 128 | PAYXPAYCHEX INC | 1,469 | $206.0M | 0.17% | |
| 129 | USTBVICTORY PORTFOLIOS II | 4,085 | $205.1M | 0.17% | |
| 130 | FFORD MTR CO | 10,339 | $102.4M | 0.09% |
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