Axim-Planning--Wealth
AI_NATIVE detailed information: This accession holds the following tickers:[ "ENVX", null, null, "CAT", "APP", "QS", null, "EH", "META", "IJH", "HPF", "MSFT", "MDLZ", null, "IVV", "NVDA", "GS", "PG", null, "LCNB", "AMD", "AMZN", "NIO", "CLF", "IVE", "LCID", null, "USB", "VEA", "VBK", "VBR", "VTV", "SOFI", "BRK-B", "CTAS", "CRDO", "DAVE", "RSP", "NKE", "XOM", "TSLA", "PM", "MO", "XLK", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-13
- Total Holdings
- 45
- Total Value
- 112831552
- Accession Number
- 0001941040-25-000291
- Form Type
- 13F-HR
- Manager Name
- Axim-Planning--Wealth
Data Enrichment
87% identified39 identified6 unidentified
Holdings
45 positions • $112.8M total value
Manager:
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72201R775
Shares:3.0K
Value:$275.1K
% of Portfolio:0.2% ($275.1K/$112.8M)
26922A222
Shares:6.9K
Value:$265.5K
% of Portfolio:0.2% ($265.5K/$112.8M)
26922A784
Shares:5.0K
Value:$220.5K
% of Portfolio:0.2% ($220.5K/$112.8M)
81369Y605
Shares:4.4K
Value:$218.0K
% of Portfolio:0.2% ($218.0K/$112.8M)
Shares:5.1K
Value:$204.1K
% of Portfolio:0.2% ($204.1K/$112.8M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 1.1K | QoQ +4.17% (-45)YoY NEW(+1.1K) | All Managers (Combined) | $283.0K | 0.3% ($283.0K/$112.8M) | YoY NEW(+$283.0K) | |
NIKE, Inc.(NKEcusip654106103) | 4.4K | QoQ NEW(+4.4K) YoY NEW(+4.4K) | All Managers (Combined) | $278.2K | 0.2% ($278.2K/$112.8M) | QoQ NEW(+$278.2K) YoY NEW(+$278.2K) |
(cusip72201R775)✕ | 3.0K | YoY NEW(+3.0K) | All Managers (Combined) | $275.1K | 0.2% ($275.1K/$112.8M) | YoY NEW(+$275.1K) |
CATERPILLAR INC(CATcusip149123101) | 816 | QoQ +2.00% (-16)YoY +2.00% (-16) | All Managers (Combined) | $269.1K | 0.2% ($269.1K/$112.8M) | |
EXXON MOBIL CORP(XOMcusip30231G102) | 2.2K | All Managers (Combined) | $265.6K | 0.2% ($265.6K/$112.8M) | ||
(cusip26922A222)✕ | 6.9K | All Managers (Combined) | $265.5K | 0.2% ($265.5K/$112.8M) | ||
| 4.3K | QoQ NEW(+4.3K) YoY NEW(+4.3K) | All Managers (Combined) | $250.2K | 0.2% ($250.2K/$112.8M) | QoQ NEW(+$250.2K) YoY NEW(+$250.2K) | |
| 4.1K | QoQ -1.52% (-64)YoY NEW(+4.1K) | All Managers (Combined) | $248.2K | 0.2% ($248.2K/$112.8M) | YoY NEW(+$248.2K) | |
| 4.8K | QoQ -2.00% (-99)YoY NEW(+4.8K) | All Managers (Combined) | $245.6K | 0.2% ($245.6K/$112.8M) | YoY NEW(+$245.6K) | |
| 415 | QoQ +8.92% (+34)YoY NEW(+415) | All Managers (Combined) | $239.2K | 0.2% ($239.2K/$112.8M) | YoY NEW(+$239.2K) | |
| 407 | YoY NEW(+407) | All Managers (Combined) | $228.7K | 0.2% ($228.7K/$112.8M) | YoY NEW(+$228.7K) | |
| 418 | QoQ NEW(+418) YoY NEW(+418) | All Managers (Combined) | $228.3K | 0.2% ($228.3K/$112.8M) | QoQ NEW(+$228.3K) YoY NEW(+$228.3K) | |
Dave Inc./DE(DAVEcusip23834J201) | 2.7K | QoQ NEW(+2.7K) YoY NEW(+2.7K) | All Managers (Combined) | $223.8K | 0.2% ($223.8K/$112.8M) | QoQ NEW(+$223.8K) YoY NEW(+$223.8K) |
(cusip26922A784)✕ | 5.0K | All Managers (Combined) | $220.5K | 0.2% ($220.5K/$112.8M) | ||
(cusip81369Y605)✕ | 4.4K | QoQ NEW(+4.4K) YoY NEW(+4.4K) | All Managers (Combined) | $218.0K | 0.2% ($218.0K/$112.8M) | QoQ NEW(+$218.0K) YoY NEW(+$218.0K) |
| 57.0K | All Managers (Combined) | $217.0K | 0.2% ($217.0K/$112.8M) | |||
AppLovin Corp(APPcusip03831W108) | 813 | QoQ NEW(+813) YoY NEW(+813) | All Managers (Combined) | $215.4K | 0.2% ($215.4K/$112.8M) | QoQ NEW(+$215.4K) YoY NEW(+$215.4K) |
AMAZON COM INC(AMZNcusip023135106) | 1.1K | YoY -0.44% (-5) | All Managers (Combined) | $211.4K | 0.2% ($211.4K/$112.8M) | |
| 5.1K | QoQ NEW(+5.1K) YoY NEW(+5.1K) | All Managers (Combined) | $204.1K | 0.2% ($204.1K/$112.8M) | QoQ NEW(+$204.1K) YoY NEW(+$204.1K) | |
NVIDIA CORP(NVDAcusip67066G104) | 1.9K | QoQ NEW(+1.9K) YoY NEW(+1.9K) | All Managers (Combined) | $203.5K | 0.2% ($203.5K/$112.8M) | QoQ NEW(+$203.5K) YoY NEW(+$203.5K) |