13F-HR filed by Axim Planning & Wealth
Axim Planning & Wealth filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-05-13, with 45 holding rows worth $112,831,552.
- Accession
- 0001941040-25-000291
- Filer
- CIK 1950607
- Filed
- 2025-05-13
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2025
A combination report, 45 entries on the cover page, a total value of $112,831,552 stated on the cover page (in dollars after the unit check, H1), rows summing to $112,831,552 with VALUE read as dollars as filed, 13F file number 028-22663. The quarter's positions are built on this report. The resolved quarter.
Other managers
- reports for this filerFOUNDATIONS INVESTMENT ADVISORS, LLC028-18893
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| EHANG HLDGS LTD ADS | 26853E102 | ADR | 4,393,795 | $91,786,378 | dollars as filed | |
| HANCOCK JOHN PFD INCOME FD I | 41013X106 | COM | 333,318 | $5,539,745 | dollars as filed | |
| CLEVELAND-CLIFFS INC NEW COM | 185899101 | Stock | 222,092 | $1,825,596 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 5,579 | $950,773 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 2,361 | $886,296 | dollars as filed | |
| AGF INVTS TR | 00110G408 | US MARKET NETRL | 41,528 | $865,444 | dollars as filed | |
| USBANCORPDEL | 902973304 | COM NEW | 15,423 | $651,159 | dollars as filed | |
| Philip Morris International Inc. | 718172109 | COM | 4,075 | $646,825 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 1,816 | $470,635 | dollars as filed | |
| CINTAS CORP COM | 172908105 | Stock | 2,269 | $466,348 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 1,872 | $459,202 | dollars as filed | |
| Technology Select Sector SPDR Fund | 81369Y803 | SHS | 2,048 | $422,871 | dollars as filed | |
| SIMPLIFY EXCHANGE TRADED FUN | 82889N699 | MANAGED FUTURES | 12,622 | $373,611 | dollars as filed | |
| INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF | 46137V357 | COM | 1,918 | $332,255 | dollars as filed | |
| iShares S&P 500 Value ETF | 464287408 | SHS | 1,704 | $324,748 | dollars as filed | |
| Mondelez International,Inc. Class A | 609207105 | COM | 4,507 | $305,800 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 2,876 | $295,480 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 551 | $293,452 | dollars as filed | |
| Vanguard Small-Cap Value ETF | 922908611 | SHS | 1,558 | $290,240 | dollars as filed | |
| Vanguard Value ETF | 922908744 | SHS | 1,662 | $287,094 | dollars as filed | |
| Vanguard Small-Cap Growth ETF | 922908595 | SHS | 1,124 | $282,989 | dollars as filed | |
| NIKE,Inc. Class B | 654106103 | COM | 4,382 | $278,169 | dollars as filed | |
| PIMCO ETF TR | 72201R775 | ACTIVE BD ETF | 2,975 | $275,098 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 816 | $269,117 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 2,233 | $265,571 | dollars as filed | |
| ETF SER SOLUTIONS | 26922A222 | APTUS COLLRD INV | 6,861 | $265,452 | dollars as filed | |
| IJH | 464287507 | COM | 4,288 | $250,205 | dollars as filed | |
| Altria Group Inc | 02209S103 | COM | 4,136 | $248,243 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 4,831 | $245,560 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 415 | $239,189 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 407 | $228,693 | dollars as filed | |
| Goldman Sachs Group,Inc. | 38141G104 | COM | 418 | $228,349 | dollars as filed | |
| DAVE INC | 23834J201 | CLASS A COM NEW | 2,708 | $223,843 | dollars as filed | |
| ETF SER SOLUTIONS | 26922A784 | APTUS DRAWDOWN | 4,966 | $220,515 | dollars as filed | |
| Financial Select Sector SPDR Fund | 81369Y605 | SHS | 4,377 | $218,018 | dollars as filed | |
| NIO INC SPON ADS | 62914V106 | ADR | 56,966 | $217,040 | dollars as filed | |
| APPLOVIN CORP COM CL A | 03831W108 | Stock | 813 | $215,421 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 1,111 | $211,379 | dollars as filed | |
| CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES | G25457105 | Stock | 5,082 | $204,093 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 1,878 | $203,538 | dollars as filed | |
| SOFI TECHNOLOGIES INC COM | 83406F102 | Stock | 14,650 | $170,380 | dollars as filed | |
| LCNB CORP | 50181P100 | COM | 11,500 | $170,085 | dollars as filed | |
| ENOVIX CORPORATION COM | 293594107 | Stock | 18,981 | $139,321 | dollars as filed | |
| QUANTUMSCAPE CORP COM CL A | 74767V109 | Stock | 12,500 | $52,000 | dollars as filed | |
| LUCID GROUP INC | 549498103 | COM | 14,600 | $35,332 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001941040-25-000291 | this filing | 2025-05-13 | acceptance time not in the bulk data set |