Axis-Wealth-Partners
AI_NATIVE detailed information: This accession holds the following tickers:[ null, null, "ABBV", null, "VONG", "GOOGL", "T", null, null, "AZN", "MCD", null, null, "QCOM", "MUB", "META", "IVW", "IJH", null, null, null, null, "MSFT", null, null, "IJR", "EFG", "IWD", null, "PAYX", "VGIT", null, null, null, null, null, "IWF", "IRM", "IEMG", "IJK", "IVV", null, "UNH", "AAPL", "SPY", "NVDA", "PFE", null, null, "VZ", null, "IEFA", null, null, null, "TXN", "VNQ", "VO", "MET", null, "VWO", null, null, "VCIT", null, null, "VIG", null, "IEF", "VYM", null, "SDY", "F", "IWP", "IWR", "GSLC", "AMZN", "IVE", null, null, null, null, "VUG", "VEA", "VYMI", null, "VXUS", "VOOG", "VBK", "BNDX", "VTEB", "BND", "VBR", "VOO", "VTV", null, null, "WFC", null, null, null, null, null, null, null, "WPC", "IUSG", null, null, null, "SCHD", null, "SCHG", null, null, null, "MTUM", null, "SPYV", "ESGU", "BAC", "BRK-B", "CVX", null, null, null, "DFAC", "DLR", "RSP", null, "IJJ", "EFA", "QQQ", "IWM", "XOM", "TSLA", "MO", "ITOT", "VTI", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-28
- Total Holdings
- 140
- Total Value
- 135321334
- Accession Number
- 0002063364-25-000049
- Form Type
- 13F-HR
- Manager Name
- Axis-Wealth-Partners
Data Enrichment
58% identified81 identified59 unidentified
Holdings
140 positions • $135.3M total value
Manager:
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Page 2 of 7
46436E718
Shares:15.9K
Value:$1.6M
% of Portfolio:1.2% ($1.6M/$135.3M)
46137V563
Shares:69.3K
Value:$1.5M
% of Portfolio:1.1% ($1.5M/$135.3M)
97717W208
Shares:14.6K
Value:$1.3M
% of Portfolio:1.0% ($1.3M/$135.3M)
464287457
Shares:13.9K
Value:$1.1M
% of Portfolio:0.8% ($1.1M/$135.3M)
92206C409
Shares:14.2K
Value:$1.1M
% of Portfolio:0.8% ($1.1M/$135.3M)
464288877
Shares:18.8K
Value:$1.1M
% of Portfolio:0.8% ($1.1M/$135.3M)
464288448
Shares:34.9K
Value:$1.1M
% of Portfolio:0.8% ($1.1M/$135.3M)
19761L706
Shares:29.2K
Value:$970.5K
% of Portfolio:0.7% ($970.5K/$135.3M)
25434V500
Shares:16.0K
Value:$957.1K
% of Portfolio:0.7% ($957.1K/$135.3M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 15.0K | QoQ -0.93% (-142)YoY- | All Managers (Combined) | $1.9M | 1.4% ($1.9M/$135.3M) | YoY- | |
(cusip46436E718)✕ | 15.9K | YoY- | All Managers (Combined) | $1.6M | 1.2% ($1.6M/$135.3M) | YoY- |
(cusip46137V563)✕ | 69.3K | YoY- | All Managers (Combined) | $1.5M | 1.1% ($1.5M/$135.3M) | YoY- |
| 44.6K | YoY- | All Managers (Combined) | $1.5M | 1.1% ($1.5M/$135.3M) | YoY- | |
| 14.5K | QoQ -1.52% (-224)YoY- | All Managers (Combined) | $1.4M | 1.1% ($1.4M/$135.3M) | YoY- | |
| 7.7K | YoY- | All Managers (Combined) | $1.3M | 1.0% ($1.3M/$135.3M) | YoY- | |
(cusip97717W208)✕ | 14.6K | QoQ -5.29% (-814)YoY- | All Managers (Combined) | $1.3M | 1.0% ($1.3M/$135.3M) | YoY- |
| 27.1K | YoY- | All Managers (Combined) | $1.2M | 0.9% ($1.2M/$135.3M) | YoY- | |
| 23.9K | YoY- | All Managers (Combined) | $1.2M | 0.9% ($1.2M/$135.3M) | YoY- | |
| 3.5K | QoQ -0.16% (-6)YoY- | All Managers (Combined) | $1.2M | 0.9% ($1.2M/$135.3M) | YoY- | |
(cusip464287457)✕ | 13.9K | YoY- | All Managers (Combined) | $1.1M | 0.8% ($1.1M/$135.3M) | YoY- |
(cusip92206C409)✕ | 14.2K | QoQ 0.00% (+0)YoY- | All Managers (Combined) | $1.1M | 0.8% ($1.1M/$135.3M) | YoY- |
(cusip464288877)✕ | 18.8K | YoY- | All Managers (Combined) | $1.1M | 0.8% ($1.1M/$135.3M) | YoY- |
| 8.0K | QoQ -0.87% (-71)YoY- | All Managers (Combined) | $1.1M | 0.8% ($1.1M/$135.3M) | YoY- | |
(cusip464288448)✕ | 34.9K | QoQ -2.74% (-985)YoY- | All Managers (Combined) | $1.1M | 0.8% ($1.1M/$135.3M) | YoY- |
| 11.0K | QoQ NEW(+11.0K) YoY- | All Managers (Combined) | $1.0M | 0.8% ($1.0M/$135.3M) | QoQ NEW(+$1.0M) YoY- | |
| 9.6K | QoQ NEW(+9.6K) YoY- | All Managers (Combined) | $1.0M | 0.7% ($1.0M/$135.3M) | QoQ NEW(+$1.0M) YoY- | |
| 12.1K | YoY- | All Managers (Combined) | $984.9K | 0.7% ($984.9K/$135.3M) | YoY- | |
(cusip19761L706)✕ | 29.2K | QoQ +1.52% (-440)YoY- | All Managers (Combined) | $970.5K | 0.7% ($970.5K/$135.3M) | YoY- |
(cusip25434V500)✕ | 16.0K | YoY- | All Managers (Combined) | $957.1K | 0.7% ($957.1K/$135.3M) | YoY- |