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Axis Wealth Partners, LLC13F | |
| Axis Wealth Partners, LLC | |
| Last update 2025-07-15 | 147 Stocks (12 new) |
| Value $152.00 Mil | Turnover 9 % |
Axis Wealth Partners, LLC Top Holdings of 2025-06-30
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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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DGRW |
WisdomTree U.S. Dividend Growth Fund
WisdomTree U.S. Dividend Growth Fund
| 67,973 | 5,692.0 | +6.17% | 3.740 | +0.22% | 0.040 | +13.32% | +5.89% | 16,018.7 | ||
VOO | Vanguard S&P 500 ETF | 9,867 | 5,604.5 | +5.57% | 3.680 | +0.19% | 0.000 | +19.71% | +7.97% | 658,032.1 | ||
FBND | Fidelity Total Bond ETF | 121,820 | 5,573.3 | +6.07% | 3.660 | +0.21% | 0.030 | +2.86% | +4.12% | 19,400.7 | ||
VYMI |
Vanguard International High Dividend Yield ETF
Vanguard International High Dividend Yield ETF
| 66,977 | 5,365.5 | +1.90% | 3.520 | +0.07% | 0.050 | +10.84% | +22.18% | 10,542.1 | ||
SCHD | Schwab US Dividend Equity ETF | 145,472 | 3,855.0 | +2.28% | 2.530 | +0.06% | 0.010 | +8.13% | +1.59% | 71,133.2 | ||
IVE | iShares S&P 500 Value ETF | 19,142 | 3,740.7 | -1.43% | 2.460 | -0.04% | 0.010 | +12.22% | +5.05% | 39,785.8 | ||
FDVV | Fidelity High Dividend ETF | 66,590 | 3,464.0 | +7.39% | 2.280 | +0.16% | 0.060 | +16.04% | +9.31% | 5,689.5 | ||
VUG | Vanguard Growth ETF | 7,765 | 3,404.3 | +15.81% | 2.240 | +0.31% | 0.000 | +27.35% | +9.24% | 164,247.8 | ||
IVW | iShares S&P 500 Growth ETF | 30,094 | 3,313.4 | -6.96% | 2.180 | -0.15% | 0.010 | +27.03% | +10.54% | 61,544.3 | ||
IJH | iShares Core S&P Mid-Cap ETF | 52,665 | 3,266.3 | -5.08% | 2.150 | -0.12% | 0.000 | +16.64% | +3.13% | 97,920.0 |
Axis Wealth Partners, LLC's Historical Top Holdings Breakdowns
Axis Wealth Partners, 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
SGOV | iShares 0-3 Month Treasury Bond ETF | 2025-06-30 | Add Add | +0.63% | 100.35 ($100.53) 100.71 | $100.62 | 0.09% | Add 60.49% | 25,449 | 9,592 | |
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 2025-06-30 | Reduce Reduce | -0.51% | 96.82 ($98) 99.46 | $98.57 | 0.58% | Reduce -24.82% | 21,107 | -6,968 | |
AMZN | Amazon.com Inc | 2025-06-30 | Add Add | +0.46% | 167.32 ($197.77) 223.3 | $227.47 | 15.02% | Add 71.11% | 7,640 | 3,175 | |
DFCF | Dimensional Core Fixed Income ETF | 2025-06-30 | Add Add | +0.45% | 41.1 ($41.71) 42.37 | $42.04 | 0.79% | Add 232.24% | 23,034 | 16,101 | |
VONV |
Vanguard Russell 1000 Value Index Fund
Vanguard Russell 1000 Value Index Fund
| 2025-06-30 | New Buy New Buy | +0.43% | 73.19 ($81.32) 85.21 | $86.68 | 6.59% | New holding | 7,733 | 7,733 | |
IJJ | iShares S&P Mid-Cap 400 Value ETF | 2025-06-30 | Add Add | +0.33% | 103.88 ($117.68) 123.68 | $128.07 | 8.83% | Add 54.56% | 11,598 | 4,094 | |
SPYV | SPDR Portfolio S&P 500 Value ETF | 2025-06-30 | Add Add | +0.33% | 45.11 ($49.99) 52.34 | $53.31 | 6.64% | Add 24.96% | 47,775 | 9,544 | |
VUG | Vanguard Growth ETF | 2025-06-30 | Add Add | +0.31% | 329.49 ($394.63) 438.4 | $447.28 | 13.34% | Add 15.81% | 7,765 | 1,060 | |
UITB | VICTORY PTF II | 2025-06-30 | Add Add | +0.31% | 45.95 ($46.52) 47.33 | $46.77 | 0.55% | Add 19.42% | 60,704 | 9,870 | |
IJK | iShares S&P Mid-Cap 400 Growth ETF | 2025-06-30 | Add Add | +0.25% | 73.7 ($85.59) 90.98 | $93.10 | 8.77% | Add 43.88% | 13,778 | 4,202 |
Axis Wealth Partners, LLC Total Holding History ($B)
Axis Wealth Partners, LLC's Asset Allocation
Axis Wealth Partners, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Axis Wealth Partners, LLC's Hypothetical Growth since 2025-06-30
Axis Wealth Partners, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Axis Wealth Partners, LLC's Holdings Heat Map
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Axis Wealth Partners, LLC's Holdings Bubble Chart
Axis Wealth Partners, LLC News
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