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Axis Wealth Partners, LLC

13F
Axis Wealth Partners, LLC
Last update 2025-07-15 147 Stocks (12 new)
Value $152.00 Mil Turnover 9 %
Countries:
Axis Wealth Partners, LLC Top Holdings of 2025-06-30 View Full List
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
+13.43%
+6.83%
16,159.9
 
VOO
Vanguard S&P 500 ETF
9,867
5,604.5
+5.57%
3.680
+0.19%
0.000
+18.82%
+8.89%
663,622.4
 
FBND
Fidelity Total Bond ETF
121,820
5,573.3
+6.07%
3.660
+0.21%
0.030
+2.36%
+3.87%
19,354.0
 
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
+12.89%
+24.64%
10,755.2
 
SCHD
Schwab US Dividend Equity ETF
145,472
3,855.0
+2.28%
2.530
+0.06%
0.010
+8.77%
+2.12%
71,498.8
 
IVE
iShares S&P 500 Value ETF
19,142
3,740.7
-1.43%
2.460
-0.04%
0.010
+12.01%
+5.73%
40,043.9
 
FDVV
Fidelity High Dividend ETF
66,590
3,464.0
+7.39%
2.280
+0.16%
0.060
+15.72%
+9.96%
5,723.4
 
VUG
Vanguard Growth ETF
7,765
3,404.3
+15.81%
2.240
+0.31%
0.000
+25.10%
+10.01%
165,393.5
 
IVW
iShares S&P 500 Growth ETF
30,094
3,313.4
-6.96%
2.180
-0.15%
0.010
+25.22%
+11.61%
62,137.8
 
IJH
iShares Core S&P Mid-Cap ETF
52,665
3,266.3
-5.08%
2.150
-0.12%
0.000
+16.09%
+3.97%
98,717.1
 

Axis Wealth Partners, LLC's Historical Top Holdings Breakdowns

Axis Wealth Partners, LLC's Top Stock Picks View Full List
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
$100.63
0.10%
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
$98.35
0.36%
Reduce -24.82%
21,107
-6,968
AMZN
Amazon.com Inc
2025-06-30
Add
Add
+0.46%
167.32 ($197.77) 223.3
$228.29
15.43%
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
$41.94
0.55%
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
$87.34
7.40%
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
$128.92
9.55%
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
$53.67
7.36%
Add 24.96%
47,775
9,544
VUG
Vanguard Growth ETF
2025-06-30
Add
Add
+0.31%
329.49 ($394.63) 438.4
$450.40
14.13%
Add 15.81%
7,765
1,060
UITB
VICTORY PTF II
2025-06-30
Add
Add
+0.31%
45.95 ($46.52) 47.33
$46.68
0.34%
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
$93.92
9.73%
Add 43.88%
13,778
4,202

Axis Wealth Partners, LLC Total Holding History ($B)

To

Axis Wealth Partners, LLC's Asset Allocation

To

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 %

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