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Axiom Financial Strategies, LLC Buys Invesco Optimum Yield Diversified Commodity, Vanguard Total International Stock, VANGUARD BD IDX FD, Sells ISHARES TRUST, Vanguard Long-Term Bond ETF, Alibaba Group Holding

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Nov 03, 2021
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Investment company Axiom Financial Strategies, LLC (Current Portfolio) buys Invesco Optimum Yield Diversified Commodity, Vanguard Total International Stock, VANGUARD BD IDX FD, VANGUARD WORLD FDS, SPDR Nuveen Bloomberg Short Term Municipal Bond ET, sells ISHARES TRUST, Vanguard Long-Term Bond ETF, Alibaba Group Holding, Applied Materials Inc, Intel Corp during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Axiom Financial Strategies, LLC. As of 2021Q3, Axiom Financial Strategies, LLC owns 76 stocks with a total value of $212 million. These are the details of the buys and sells.

For the details of Axiom Financial Strategies, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/axiom+financial+strategies%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Axiom Financial Strategies, LLC
  1. Wesbanco Inc (WSBC) - 655,580 shares, 10.53% of the total portfolio. Shares reduced by 0.13%
  2. Vanguard Mid-Cap ETF (VO) - 82,363 shares, 9.19% of the total portfolio. Shares reduced by 16.17%
  3. Vanguard Small Cap ETF (VB) - 86,797 shares, 8.94% of the total portfolio. Shares reduced by 18%
  4. Vanguard FTSE Emerging Markets ETF (VWO) - 322,832 shares, 7.61% of the total portfolio. Shares reduced by 0.5%
  5. Vanguard Information Technology ETF (VGT) - 30,083 shares, 5.69% of the total portfolio. Shares reduced by 1.64%
New Purchase: Invesco Optimum Yield Diversified Commodity (PDBC)

Axiom Financial Strategies, LLC initiated holding in Invesco Optimum Yield Diversified Commodity. The purchase prices were between $18.68 and $21.1, with an estimated average price of $20.05. The stock is now traded at around $21.800000. The impact to a portfolio due to this purchase was 1.53%. The holding were 154,663 shares as of 2021-09-30.

New Purchase: Accenture PLC (ACN)

Axiom Financial Strategies, LLC initiated holding in Accenture PLC. The purchase prices were between $300 and $344.43, with an estimated average price of $325.26. The stock is now traded at around $362.100000. The impact to a portfolio due to this purchase was 0.1%. The holding were 632 shares as of 2021-09-30.

New Purchase: Vanguard Total Stock Market ETF (VTI)

Axiom Financial Strategies, LLC initiated holding in Vanguard Total Stock Market ETF. The purchase prices were between $218.54 and $233.63, with an estimated average price of $227.38. The stock is now traded at around $240.520000. The impact to a portfolio due to this purchase was 0.1%. The holding were 925 shares as of 2021-09-30.

New Purchase: Cisco Systems Inc (CSCO)

Axiom Financial Strategies, LLC initiated holding in Cisco Systems Inc. The purchase prices were between $52.98 and $59.53, with an estimated average price of $56.12. The stock is now traded at around $57.630000. The impact to a portfolio due to this purchase was 0.1%. The holding were 3,766 shares as of 2021-09-30.

Added: Vanguard Total International Stock (VXUS)

Axiom Financial Strategies, LLC added to a holding in Vanguard Total International Stock by 215.66%. The purchase prices were between $63.26 and $66.63, with an estimated average price of $64.96. The stock is now traded at around $65.810000. The impact to a portfolio due to this purchase was 1.21%. The holding were 59,436 shares as of 2021-09-30.

Added: VANGUARD BD IDX FD (BSV)

Axiom Financial Strategies, LLC added to a holding in VANGUARD BD IDX FD by 302.26%. The purchase prices were between $81.83 and $82.25, with an estimated average price of $82.04. The stock is now traded at around $81.470000. The impact to a portfolio due to this purchase was 1.16%. The holding were 39,836 shares as of 2021-09-30.

Added: VANGUARD WORLD FDS (VDE)

Axiom Financial Strategies, LLC added to a holding in VANGUARD WORLD FDS by 154.17%. The purchase prices were between $63.01 and $76.32, with an estimated average price of $68.92. The stock is now traded at around $81.190000. The impact to a portfolio due to this purchase was 0.73%. The holding were 34,702 shares as of 2021-09-30.

Added: SPDR Nuveen Bloomberg Short Term Municipal Bond ET (SHM)

Axiom Financial Strategies, LLC added to a holding in SPDR Nuveen Bloomberg Short Term Municipal Bond ET by 95.98%. The purchase prices were between $49.37 and $49.62, with an estimated average price of $49.52. The stock is now traded at around $49.250000. The impact to a portfolio due to this purchase was 0.69%. The holding were 60,294 shares as of 2021-09-30.

Added: VANGUARD WORLD FDS (VIS)

Axiom Financial Strategies, LLC added to a holding in VANGUARD WORLD FDS by 24.68%. The purchase prices were between $187.89 and $200.46, with an estimated average price of $195.51. The stock is now traded at around $202.830000. The impact to a portfolio due to this purchase was 0.45%. The holding were 25,846 shares as of 2021-09-30.

Added: Vanguard Real Estate Index Fund ETF (VNQ)

Axiom Financial Strategies, LLC added to a holding in Vanguard Real Estate Index Fund ETF by 360.17%. The purchase prices were between $101.6 and $110.24, with an estimated average price of $105.46. The stock is now traded at around $110.470000. The impact to a portfolio due to this purchase was 0.41%. The holding were 10,906 shares as of 2021-09-30.

Sold Out: Alibaba Group Holding Ltd (BABA)

Axiom Financial Strategies, LLC sold out a holding in Alibaba Group Holding Ltd. The sale prices were between $145.08 and $221.87, with an estimated average price of $182.3.

Sold Out: Intel Corp (INTC)

Axiom Financial Strategies, LLC sold out a holding in Intel Corp. The sale prices were between $52.01 and $56.87, with an estimated average price of $54.24.

Sold Out: Norfolk Southern Corp (NSC)

Axiom Financial Strategies, LLC sold out a holding in Norfolk Southern Corp. The sale prices were between $239.24 and $273.35, with an estimated average price of $256.57.

Sold Out: New Oriental Education & Technology Group Inc (EDU)

Axiom Financial Strategies, LLC sold out a holding in New Oriental Education & Technology Group Inc. The sale prices were between $1.7 and $7.81, with an estimated average price of $3.23.

Sold Out: Keller Manufacturing Co Inc (KMFI)

Axiom Financial Strategies, LLC sold out a holding in Keller Manufacturing Co Inc. The sale prices were between $0.15 and $0.33, with an estimated average price of $0.27.



Here is the complete portfolio of Axiom Financial Strategies, LLC. Also check out:

1. Axiom Financial Strategies, LLC's Undervalued Stocks
2. Axiom Financial Strategies, LLC's Top Growth Companies, and
3. Axiom Financial Strategies, LLC's High Yield stocks
4. Stocks that Axiom Financial Strategies, LLC keeps buying
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