Question 1

What stocks does AXIM PLANNING WEALTH hold in its portfolio?

Accepted Answer

AXIM PLANNING WEALTH's top stock holdings include EH, HPF, CLF and others. All holdings are disclosed through 13F filings with the SEC and can be viewed in detail on this page.

Question 2

What are AXIM PLANNING WEALTH's largest stock holdings?

Accepted Answer

AXIM PLANNING WEALTH's largest stock holdings as of their last filing include EH (valued at approximately $14.5 million), HPF (valued at approximately $3.2 million), CLF (valued at approximately $1.1 million), SCHD (valued at approximately $0.7 million), AMD (valued at approximately $0.9 million).

Question 3

When was AXIM PLANNING WEALTH's last SEC filing?

Accepted Answer

AXIM PLANNING WEALTH's most recent 13F filing was submitted on 9/30/2026, revealing their latest investment holdings.

Question 4

What stocks has AXIM PLANNING WEALTH recently bought or sold?

Accepted Answer

AXIM PLANNING WEALTH's recent buying and selling activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 5

What recent trading activity has AXIM PLANNING WEALTH reported?

Accepted Answer

AXIM PLANNING WEALTH's recent trading activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 6

Does AXIM PLANNING WEALTH hold options positions?

Accepted Answer

Yes, AXIM PLANNING WEALTH holds options positions in addition to equity holdings. You can view the details of these option positions in the Option Holdings section of this page.

Question 7

What types of securities does AXIM PLANNING WEALTH invest in?

Accepted Answer

AXIM PLANNING WEALTH's portfolio includes Fund, Share securities. The breakdown of these holdings by type is visualized in the Holdings Breakdown section.