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

SEC FilingSEC DataHachi Filing

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
CIK: axis-wealth-partners
Manager Name: Axis-Wealth-Partners

Data Enrichment

58% identified

81 identified59 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

140 positions • $135.3M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 7 of 7

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464288414

MUB|464288414

Shares:2.6K

Value:$272.6K

% of Portfolio:0.2% ($272.6K/$135.3M)

78468R622

Shares:2.8K

Value:$271.1K

% of Portfolio:0.2% ($271.1K/$135.3M)

922908629

VO|922908629

Shares:1.0K

Value:$266.2K

% of Portfolio:0.2% ($266.2K/$135.3M)

35473P884

Shares:4.8K

Value:$255.3K

% of Portfolio:0.2% ($255.3K/$135.3M)

78467V608

Shares:6.2K

Value:$254.1K

% of Portfolio:0.2% ($254.1K/$135.3M)

922907746

VTEB|922907746

Shares:5.1K

Value:$253.7K

% of Portfolio:0.2% ($253.7K/$135.3M)

464287655

IWM|464287655

Shares:1.3K

Value:$250.0K

% of Portfolio:0.2% ($250.0K/$135.3M)

92647N535

Shares:4.9K

Value:$247.9K

% of Portfolio:0.2% ($247.9K/$135.3M)

464288802

Shares:2.2K

Value:$247.4K

% of Portfolio:0.2% ($247.4K/$135.3M)

464288687

Shares:7.5K

Value:$232.0K

% of Portfolio:0.2% ($232.0K/$135.3M)

METLIFE INC

MET|59156R108

Shares:2.8K

Value:$224.3K

% of Portfolio:0.2% ($224.3K/$135.3M)

DIGITAL REALTY TRUST, INC.

DLR|253868103

Shares:1.6K

Value:$222.6K

% of Portfolio:0.2% ($222.6K/$135.3M)

46641Q647

Shares:4.3K

Value:$216.6K

% of Portfolio:0.2% ($216.6K/$135.3M)

97717W604

Shares:6.7K

Value:$213.5K

% of Portfolio:0.2% ($213.5K/$135.3M)

464287879

Shares:2.2K

Value:$212.5K

% of Portfolio:0.2% ($212.5K/$135.3M)

46432F842

IEFA|46432F842

Shares:2.8K

Value:$212.1K

% of Portfolio:0.2% ($212.1K/$135.3M)

46432F396

MTUM|46432F396

Shares:1.0K

Value:$212.0K

% of Portfolio:0.2% ($212.0K/$135.3M)

PAYCHEX INC

PAYX|704326107

Shares:1.3K

Value:$204.2K

% of Portfolio:0.2% ($204.2K/$135.3M)

FORD MOTOR CO

F|345370860

Shares:10.5K

Value:$105.7K

% of Portfolio:0.1% ($105.7K/$135.3M)

307359117

Shares:12.1K

Value:$544

% of Portfolio:0.0% ($544/$135.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(MUBcusip464288414)	2.6K	QoQ +1.05% (+27) YoY-	All Managers (Combined)	$272.6K	0.2% ($272.6K/$135.3M)	QoQ +0.01% (+$37) YoY-
(cusip78468R622)✕	2.8K	QoQ +0.81% (+23) YoY-	All Managers (Combined)	$271.1K	0.2% ($271.1K/$135.3M)	QoQ +0.63% (+$1.7K) YoY-
(VOcusip922908629)	1.0K	QoQ -3.65% (-39) YoY-	All Managers (Combined)	$266.2K	0.2% ($266.2K/$135.3M)	QoQ -5.64% (-$15.9K) YoY-
(cusip35473P884)✕	4.8K	QoQ +6.78% (+306) YoY-	All Managers (Combined)	$255.3K	0.2% ($255.3K/$135.3M)	QoQ +4.23% (+$10.4K) YoY-
(cusip78467V608)✕	6.2K	QoQ +0.43% (-27) YoY-	All Managers (Combined)	$254.1K	0.2% ($254.1K/$135.3M)	QoQ -1.00% (-$2.6K) YoY-
(VTEBcusip922907746)	5.1K	QoQ +0.51% (-26) YoY-	All Managers (Combined)	$253.7K	0.2% ($253.7K/$135.3M)	QoQ -0.52% (-$1.3K) YoY-
(IWMcusip464287655)	1.3K	QoQ -0.31% (-4) YoY-	All Managers (Combined)	$250.0K	0.2% ($250.0K/$135.3M)	QoQ -9.97% (-$27.7K) YoY-
(cusip92647N535)✕	4.9K	QoQ +19.82% (+810) YoY-	All Managers (Combined)	$247.9K	0.2% ($247.9K/$135.3M)	QoQ +20.90% (+$42.9K) YoY-
(cusip464288802)✕	2.2K	QoQ +0.09% (-2) YoY-	All Managers (Combined)	$247.4K	0.2% ($247.4K/$135.3M)	QoQ -5.41% (-$14.1K) YoY-
(cusip464288687)✕	7.5K	QoQ -1.73% (-133) YoY-	All Managers (Combined)	$232.0K	0.2% ($232.0K/$135.3M)	QoQ -3.95% (-$9.6K) YoY-
METLIFE INC(METcusip59156R108)	2.8K	QoQ -6.21% (-185) YoY-	All Managers (Combined)	$224.3K	0.2% ($224.3K/$135.3M)	QoQ -8.04% (-$19.6K) YoY-
DIGITAL REALTY TRUST, INC.(DLRcusip253868103)	1.6K	QoQ -7.11% (-119) YoY-	All Managers (Combined)	$222.6K	0.2% ($222.6K/$135.3M)	QoQ -24.93% (-$73.9K) YoY-
(cusip46641Q647)✕	4.3K	QoQ +0.81% (+35) YoY-	All Managers (Combined)	$216.6K	0.2% ($216.6K/$135.3M)	QoQ +0.52% (+$1.1K) YoY-
(cusip97717W604)✕	6.7K	QoQ -0.58% (-39) YoY-	All Managers (Combined)	$213.5K	0.2% ($213.5K/$135.3M)	QoQ -7.49% (-$17.3K) YoY-
(cusip464287879)✕	2.2K	QoQ NEW(+2.2K) YoY-	All Managers (Combined)	$212.5K	0.2% ($212.5K/$135.3M)	QoQ NEW(+$212.5K) YoY-
(IEFAcusip46432F842)	2.8K	QoQ NEW(+2.8K) YoY-	All Managers (Combined)	$212.1K	0.2% ($212.1K/$135.3M)	QoQ NEW(+$212.1K) YoY-
(MTUMcusip46432F396)	1.0K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$212.0K	0.2% ($212.0K/$135.3M)	QoQ -2.37% (-$5.2K) YoY-
PAYCHEX INC(PAYXcusip704326107)	1.3K	QoQ -9.93% (-146) YoY-	All Managers (Combined)	$204.2K	0.2% ($204.2K/$135.3M)	QoQ -0.88% (-$1.8K) YoY-
FORD MOTOR CO(Fcusip345370860)	10.5K	QoQ +1.92% (+199) YoY-	All Managers (Combined)	$105.7K	0.1% ($105.7K/$135.3M)	QoQ +3.26% (+$3.3K) YoY-
(cusip307359117)✕	12.1K	QoQ NEW(+12.1K) YoY-	All Managers (Combined)	$544	0.0% ($544/$135.3M)	QoQ NEW(+$544) YoY-