AA
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Axiom Advisory, LLC13F | |
| Axiom Advisory, LLC | |
| Last update 2024-10-08 | 291 Stocks (18 new) |
| Value $10.70 Bil | Turnover 12 % |
Axiom Advisory, LLC Top Holdings of 2024-09-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VUG | Vanguard Growth ETF | 7,251,690 | 2,696,911.8 | +9.26% | 25.200 | +2.14% | 2.080 | +27.48% | +9.52% | 167,127.0 | ||
BND | Vanguard Total Bond Market ETF | 27,905,696 | 2,065,730.6 | +20.75% | 19.300 | +3.32% | 1.870 | +1.26% | +3.27% | 127,496.0 | ||
VOT | Vanguard Mid-Cap Growth ETF | 3,101,049 | 722,189.2 | +11.20% | 6.750 | +0.68% | 5.580 | +23.40% | +14.25% | 16,507.9 | ||
VTV | Vanguard Value ETF | 3,798,605 | 636,242.0 | +11.77% | 5.950 | +0.63% | 0.540 | +10.43% | +6.13% | 132,881.1 | ||
EFG | iShares MSCI EAFE Growth ETF | 5,422,968 | 562,612.6 | +9.17% | 5.260 | +0.44% | 3.810 | +11.96% | +14.73% | 12,936.8 | ||
VBK | Vanguard Small Cap Growth ETF | 1,687,493 | 432,400.4 | +7.53% | 4.040 | +0.28% | 2.550 | +19.83% | +1.36% | 18,252.8 | ||
VSS |
Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF
Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF
| 2,848,958 | 343,440.9 | +5.48% | 3.210 | +0.17% | 4.120 | +17.47% | +19.01% | 8,878.0 | ||
VTI | Vanguard Total Stock Market ETF | 1,090,943 | 297,560.8 | +2.39% | 2.780 | +0.06% | 0.070 | +19.82% | +7.35% | 476,615.2 | ||
VBR | Vanguard Small Cap Value ETF | 1,452,124 | 279,093.4 | +7.59% | 2.610 | +0.18% | 0.970 | +16.37% | +2.31% | 28,479.3 | ||
VNQ | Vanguard Real Estate Index Fund ETF | 2,947,591 | 271,445.7 | +13.17% | 2.540 | +0.30% | 0.820 | +4.59% | +3.00% | 33,484.2 |
Axiom Advisory, LLC's Historical Top Holdings Breakdowns
Axiom Advisory, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
BND | Vanguard Total Bond Market ETF | 2024-09-30 | Add Add | +3.32% | 71.45 ($74) 75.64 | $72.85 | -1.55% | Add 20.75% | 27,905,696 | 4,794,485 | |
VUG | Vanguard Growth ETF | 2024-09-30 | Add Add | +2.14% | 341.08 ($371.89) 391.94 | $448.39 | 20.57% | Add 9.26% | 7,251,690 | 614,652 | |
NVDA | NVIDIA Corp | 2024-09-30 | Add Add | +1.90% | 98.91 ($118.12) 134.91 | $172.41 | 45.96% | Add 6600.56% | 1,781,144 | 1,754,562 | |
VOT | Vanguard Mid-Cap Growth ETF | 2024-09-30 | Add Add | +0.68% | 218.05 ($232.88) 243.47 | $288.96 | 24.08% | Add 11.2% | 3,101,049 | 312,321 | |
VTV | Vanguard Value ETF | 2024-09-30 | Add Add | +0.63% | 159.75 ($167.43) 174.57 | $177.66 | 6.11% | Add 11.77% | 3,798,605 | 399,951 | |
VUSB | Vanguard Ultra-Short Bond ETF | 2024-09-30 | Reduce Reduce | -0.50% | 49.31 ($49.68) 49.97 | $49.79 | 0.22% | Reduce -34.92% | 1,744,484 | -936,191 | |
EFG | iShares MSCI EAFE Growth ETF | 2024-09-30 | Add Add | +0.44% | 96.84 ($103.75) 108.77 | $110.01 | 6.03% | Add 9.17% | 5,422,968 | 455,586 | |
QCOM | Qualcomm Inc | 2024-09-30 | Add Add | +0.38% | 156.12 ($176.57) 209.64 | $154.80 | -12.33% | Add 103.87% | 445,536 | 226,996 | |
BSV | Vanguard Short-Term Bond ETF | 2024-09-30 | Reduce Reduce | -0.33% | 76.38 ($77.89) 78.87 | $78.35 | 0.59% | Reduce -32% | 848,646 | -399,435 | |
AMD | Advanced Micro Devices Inc | 2024-09-30 | Add Add | +0.32% | 128.67 ($151.94) 183.96 | $156.99 | 3.32% | Add 1405.36% | 242,784 | 226,656 |
Axiom Advisory, LLC Total Holding History ($B)
Axiom Advisory, LLC's Asset Allocation
Axiom Advisory, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Axiom Advisory, LLC's Hypothetical Growth since 2024-09-30
Axiom Advisory, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Axiom Advisory, LLC's Holdings Heat Map
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Axiom Advisory, LLC's Holdings Bubble Chart
Axiom Advisory, LLC News
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