Axim Planning & Wealth has disclosed 35 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2024-09-30. The current portfolio value is calculated to be $89.00 Mil. The turnover rate is 4%.
In Axim Planning & Wealth's current portfolio as of 2024-09-30, the top 5 holdings are
EHang Holdings Ltd (EH), John Hancock Preferred Income Fund II (HPF), Carnival Corp (CCL), Procter & Gamble Co (PG), Microsoft Corp (MSFT), not including call and put options.
Axim Planning & Wealth did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for Axim Planning & Wealth, as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for Axim Planning & Wealth, which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for Axim Planning & Wealth.