AF
| |
Axiom Financial Strategies, LLC13F | |
| Axiom Financial Strategies, LLC | |
| Last update 2025-05-14 | 48 Stocks (9 new) |
| Value $169.00 Mil | Turnover 7 % |
Axiom Financial Strategies, LL... Top Holdings of 2025-03-31
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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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 52,443 | 29,467.7 | -0.17% | 17.470 | -0.03% | 0.010 | +19.67% | +7.80% | 634,518.9 | ||
VO | Vanguard Mid-Cap ETF | 104,823 | 27,109.3 | +12.57% | 16.070 | +1.79% | 0.040 | +16.32% | +8.70% | 80,548.8 | ||
VXUS | Vanguard Total International Stock | 266,279 | 16,535.9 | +0.19% | 9.800 | +0.02% | 0.020 | +13.52% | +18.48% | 92,038.5 | ||
VGT | Vanguard Information Technology ETF | 26,880 | 14,579.0 | +1.66% | 8.640 | +0.14% | 0.020 | +35.75% | +10.51% | 87,513.6 | ||
VB | Vanguard Small Cap ETF | 36,948 | 8,193.2 | +1.76% | 4.860 | +0.08% | 0.010 | +17.90% | +1.99% | 61,352.9 | ||
VWO | Vanguard FTSE Emerging Markets ETF | 179,098 | 8,106.0 | +7.45% | 4.810 | +0.33% | 0.010 | +16.94% | +15.09% | 86,951.2 | ||
PTIN | Pacer Trendpilot International ETF | 205,580 | 6,027.6 | +0.39% | 3.570 | +0.01% | 3.770 | +4.09% | +3.23% | 159.0 | ||
VOX | Vanguard Communication Services ETF | 39,883 | 5,918.3 | -3.92% | 3.510 | -0.14% | 0.140 | +23.05% | +10.48% | 4,711.7 | ||
VHT | Vanguard Health Care ETF | 22,177 | 5,871.0 | -1.04% | 3.480 | -0.03% | 0.030 | -0.75% | -3.37% | 14,687.9 | ||
VIS | Vanguard Industrials ETF | 22,440 | 5,554.9 | -2.19% | 3.290 | -0.07% | 0.110 | +22.02% | +13.98% | 5,540.1 |
Axiom Financial Strategies, LLC's Historical Top Holdings Breakdowns
Axiom Financial Strategies, 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
COMB |
GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF
GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF
| 2025-03-31 | Sold Out Sold Out | -3.59% | 19.9 ($21.12) 21.85 | $21.65 | 2.51% | Sold Out | 0 | -322,748 | |
DFNL | Davis Select Financial ETF | 2025-03-31 | New Buy New Buy | +3.02% | 37.25 ($39.57) 40.96 | $43.36 | 9.59% | New holding | 129,844 | 129,844 | |
VFH | Vanguard Financials ETF | 2025-03-31 | Reduce Reduce | -2.95% | 114.07 ($121.84) 127.34 | $128.47 | 5.44% | Reduce -61.31% | 28,231 | -44,731 | |
JNK | SPDR Bloomberg High Yield Bond ETF | 2025-03-31 | Sold Out Sold Out | -2.34% | 94.86 ($96.18) 97.12 | $96.70 | 0.54% | Sold Out | 0 | -44,015 | |
VO | Vanguard Mid-Cap ETF | 2025-03-31 | Add Add | +1.79% | 251.87 ($268.43) 277.95 | $284.74 | 6.08% | Add 12.57% | 104,823 | 11,703 | |
BLV | Vanguard Long-Term Bond ETF | 2025-03-31 | Sold Out Sold Out | -0.81% | 66.9 ($69.41) 71.57 | $67.76 | -2.38% | Sold Out | 0 | -21,274 | |
VCR | Vanguard Consumer Discretionary ETF | 2025-03-31 | Add Add | +0.43% | 318.51 ($362.23) 391.75 | $370.29 | 2.23% | Add 21.14% | 12,900 | 2,251 | |
VAW | Vanguard Materials ETF | 2025-03-31 | Reduce Reduce | -0.37% | 185.71 ($193.9) 202.46 | $200.08 | 3.19% | Reduce -27.34% | 9,370 | -3,526 | |
VWO | Vanguard FTSE Emerging Markets ETF | 2025-03-31 | Add Add | +0.33% | 42.5 ($45.01) 46.71 | $50.49 | 12.18% | Add 7.45% | 179,098 | 12,418 | |
VNQ | Vanguard Real Estate Index Fund ETF | 2025-03-31 | New Buy New Buy | +0.29% | 85.55 ($90.76) 94.34 | $89.94 | -0.90% | New holding | 5,396 | 5,396 |
Axiom Financial Strategies, LLC Total Holding History ($B)
Axiom Financial Strategies, LLC's Asset Allocation
Axiom Financial Strategies, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Axiom Financial Strategies, LLC's Hypothetical Growth since 2025-03-31
Axiom Financial Strategies, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Axiom Financial Strategies, LLC's Holdings Heat Map
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Axiom Financial Strategies, LLC's Holdings Bubble Chart
Axiom Financial Strategies, LLC News
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