Axim Planning & Wealth
- SEC CIK
- 0001950607
- Latest filing
- Aug 13, 2026
Holdings in Q2 2022
Holdings as of Jun 30, 2022, filed Oct 13, 2022. Long positions only.
- Positions
- 156
- No filing for Q1 2022
- Portfolio value
- $128.9M
- No filing for Q1 2022
Axim Planning & Wealth did not file a 13F for Q1 2022, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Invesco Exchange Traded FD T46137V571 | GLOBAL DRGN CN | 1,681,195 | $54.8M | 42.5% | – | – | – |
| NIONIO Inc. | ADR | 1,651,845 | $35.9M | 27.8% | – | – | History |
| EHEHang Holdings Ltd | ADS | 2,176,709 | $20.1M | 15.6% | – | – | History |
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | 700,700 | $6.06M | 4.7% | – | – | History |
| DKNGDraftKings Inc. | Stock | 207,050 | $2.42M | 1.9% | – | – | History |
| AALAmerican Airlines Group Inc. | Stock | 99,746 | $1.26M | 1.0% | – | – | History |
| ETF Ser Solutions26922A222 | APTUS COLLRD INV | 34,088 | $983.0K | 0.8% | – | – | – |
| ETF Ser Solutions26922A784 | APTUS DRAWDOWN | 27,803 | $960.0K | 0.7% | – | – | – |
| ETF Ser Solutions26922A388 | APTUS DEFINED | 27,305 | $718.0K | 0.6% | – | – | – |
| BABAAlibaba Group Holding Ltd | ADR | 3,003 | $341.0K | 0.3% | – | – | History |
| Global X FDS37954Y475 | S&P 500 COVERED | 7,526 | $321.0K | 0.2% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 2,288 | $258.0K | 0.2% | – | – | History |
| SBUXStarbucks Corp | Stock | 3,255 | $249.0K | 0.2% | – | – | History |
| NOKNokia Corp | SPONSORED ADR | 50,000 | $231.0K | 0.2% | – | – | History |
| ETF Ser Solutions26922A446 | OPUS SML CP VL | 7,467 | $215.0K | 0.2% | – | – | – |
| CSCOCisco Systems, Inc. | Stock | 4,543 | $194.0K | 0.2% | – | – | History |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 2,978 | $175.0K | 0.1% | – | – | – |
| LCNBLCNB Corp | COM | 11,500 | $172.0K | 0.1% | – | – | History |
| RCLRoyal Caribbean Cruises Ltd | COM | 4,750 | $166.0K | 0.1% | – | – | History |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 2,974 | $146.0K | 0.1% | – | – | – |
| ETF Ser Solutions26922B709 | APTUS INT ENH YL | 6,839 | $137.0K | 0.1% | – | – | – |
| DOWDow Inc. | Stock | 2,398 | $124.0K | 0.1% | – | – | History |
| MSFTMicrosoft Corp | Stock | 466 | $120.0K | 0.1% | – | – | History |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 875 | $117.0K | 0.1% | – | – | – |
| CMCSAComcast Corp | Stock | 2,500 | $98.0K | 0.1% | – | – | History |
| CLFCleveland-Cliffs Inc. | COM | 6,391 | $98.0K | 0.1% | – | – | History |
| TSLATesla, Inc. | Stock | 130 | $88.0K | 0.1% | – | – | History |
| CTVACorteva, Inc. | Stock | 1,400 | $76.0K | 0.1% | – | – | History |
| MCDMcDonalds Corp | Stock | 308 | $76.0K | 0.1% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 33 | $72.0K | 0.1% | – | – | History |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 1,614 | $72.0K | 0.1% | – | – | – |
| DDDuPont de Nemours, Inc. | COM | 1,280 | $71.0K | 0.1% | – | – | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 311 | $70.0K | 0.1% | – | – | – |
| DISWalt Disney Co | Stock | 700 | $66.0K | 0.1% | – | – | History |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 200 | $62.0K | <0.1% | – | – | History |
| AMZNAmazon Com Inc | Stock | 578 | $61.0K | <0.1% | – | – | History |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 1,314 | $61.0K | <0.1% | – | – | – |
| BDXBecton Dickinson & Co | Stock | 243 | $60.0K | <0.1% | – | – | History |
| FFord Motor Co | Stock | 5,219 | $58.0K | <0.1% | – | – | History |
| AMDAdvanced Micro Devices Inc | Stock | 760 | $58.0K | <0.1% | – | – | History |
| JNJJohnson & Johnson | Stock | 318 | $56.0K | <0.1% | – | – | History |
| AAPLApple Inc. | Stock | 413 | $56.0K | <0.1% | – | – | History |
| GSGoldman Sachs Group Inc | Stock | 180 | $53.0K | <0.1% | – | – | History |
| NVDANVIDIA Corp | Stock | 345 | $52.0K | <0.1% | – | – | History |
| MOAltria Group, Inc. | Stock | 1,100 | $46.0K | <0.1% | – | – | History |
| MAMastercard Inc | Stock | 142 | $45.0K | <0.1% | – | – | History |
| APDAir Products & Chemicals, Inc. | Stock | 189 | $45.0K | <0.1% | – | – | History |
| NUENucor Corp | COM | 422 | $44.0K | <0.1% | – | – | History |
| HONHoneywell International Inc | COM | 244 | $42.0K | <0.1% | – | – | History |
| PGProcter & Gamble Co | Stock | 287 | $41.0K | <0.1% | – | – | History |
| KOCoca Cola Co | Stock | 629 | $40.0K | <0.1% | – | – | History |
| iShares U.S. Medical Devices ETF464288810 | ETF | 768 | $39.0K | <0.1% | – | – | – |
| PEPPepsiCo Inc | Stock | 226 | $38.0K | <0.1% | – | – | History |
| ITWIllinois Tool Works Inc | Stock | 202 | $37.0K | <0.1% | – | – | History |
| Listed FDS Tr53656F623 | HORI KI INFL ETF | 1,300 | $37.0K | <0.1% | – | – | – |
| XUnited States Steel Corp | COM | 2,080 | $37.0K | <0.1% | – | – | History |
| HDHome Depot, Inc. | Stock | 129 | $35.0K | <0.1% | – | – | History |
| ADBEAdobe Inc. | Stock | 92 | $34.0K | <0.1% | – | – | History |
| BBYBest Buy Co Inc | Stock | 500 | $33.0K | <0.1% | – | – | History |
| CVXChevron Corp | Stock | 221 | $32.0K | <0.1% | – | – | History |
| CCitigroup Inc | Stock | 650 | $30.0K | <0.1% | – | – | History |
| iShares Tr46434V878 | ULTRA SHORT DUR | 585 | $29.0K | <0.1% | – | – | – |
| MUMicron Technology Inc | Stock | 500 | $28.0K | <0.1% | – | – | History |
| BACBank of America Corp | Stock | 898 | $28.0K | <0.1% | – | – | History |
| MMM3M Co | Stock | 212 | $27.0K | <0.1% | – | – | History |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 301 | $24.0K | <0.1% | – | – | – |
| CHEChemed Corp | COM | 52 | $24.0K | <0.1% | – | – | History |
| PINSPinterest, Inc. | CL A | 1,300 | $24.0K | <0.1% | – | – | History |
| UNHUnitedHealth Group Inc | Stock | 40 | $21.0K | <0.1% | – | – | History |
| iShares Tr46434V613 | CORE UNIVRSL USD | 432 | $20.0K | <0.1% | – | – | – |
| JDJD.com, Inc. | SPON ADS CL A | 307 | $20.0K | <0.1% | – | – | History |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 160 | $18.0K | <0.1% | – | – | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 100 | $17.0K | <0.1% | – | – | History |
| LYBLyondellBasell Industries N.V. | SHS - A - | 200 | $17.0K | <0.1% | – | – | History |
| FISFidelity National Information Services, Inc. | Stock | 162 | $15.0K | <0.1% | – | – | History |
| First Tr Exchange Traded FD33734X143 | HLTH CARE ALPH | 145 | $15.0K | <0.1% | – | – | – |
| MARMarriott International Inc | Stock | 100 | $14.0K | <0.1% | – | – | History |
| ROPRoper Technologies Inc | Stock | 36 | $14.0K | <0.1% | – | – | History |
| PYPLPayPal Holdings, Inc. | Stock | 202 | $14.0K | <0.1% | – | – | History |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 190 | $13.0K | <0.1% | – | – | – |
| KRKroger Co | Stock | 283 | $13.0K | <0.1% | – | – | History |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 98 | $13.0K | <0.1% | – | – | – |
| DGDollar General Corp | COM | 50 | $12.0K | <0.1% | – | – | History |
| HBANHuntington Bancshares Inc | COM | 1,000 | $12.0K | <0.1% | – | – | History |
| iShares Tr464288885 | EAFE GRWTH ETF | 144 | $12.0K | <0.1% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 28 | $11.0K | <0.1% | – | – | History |
| iShares Tr46434V290 | US SML CAP EQT | 245 | $11.0K | <0.1% | – | – | – |
| iShares Tr464288877 | EAFE VALUE ETF | 264 | $11.0K | <0.1% | – | – | – |
| FMSFresenius Medical Care AG | SPONSORED ADR | 450 | $11.0K | <0.1% | – | – | History |
| ABBNYABB Ltd | SPONSORED ADR | 400 | $11.0K | <0.1% | – | – | History |
| BRBroadridge Financial Solutions, Inc. | Stock | 67 | $10.0K | <0.1% | – | – | History |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 424 | $10.0K | <0.1% | – | – | – |
| iShares Tr46432F388 | MSCI USA VALUE | 109 | $10.0K | <0.1% | – | – | – |
| BABoeing Co | Stock | 65 | $9.00K | <0.1% | – | – | History |
| CPRTCopart Inc | COM | 85 | $9.00K | <0.1% | – | – | History |
| BIPCBrookfield Infrastructure Corp | COM SB VTG SHS A | 210 | $9.00K | <0.1% | – | – | History |
| INTCIntel Corp | Stock | 201 | $8.00K | <0.1% | – | – | History |
| JCIJohnson Controls International plc | Stock | 165 | $8.00K | <0.1% | – | – | History |
| iShares Core Dividend Growth ETF46434V621 | ETF | 174 | $8.00K | <0.1% | – | – | – |
| STZConstellation Brands, Inc. | Stock | 35 | $8.00K | <0.1% | – | – | History |