AXIM PLANNING WEALTH

Stock Holdings
Option Holdings
Activity
Charts
All
Open
Closed
Added
Reduced
Ticker
Name
Shares Owned
Change
%
Historic
Avg Price (*)
% Change
P/L since open
Time since open
% Portfolio
% Outstanding
Value (at report date)
Report Date
Powered by unusualwhales.com
EH
EHANG HOLDINGS
4,393,795-161,900-3.55%
Created with Highcharts 10.1.0
$12.2781.35%0.00%91,786,3782025-03-31
HPF
JOHN HANCOCK PREFERRED INCOME FUND II
333,318-77,970-18.96%
Created with Highcharts 10.1.0
$16.204.91%0.00%5,539,7452025-03-31
CLF
CLEVELAND-CLIFFS
222,092+19,135+9.43%
Created with Highcharts 10.1.0
$11.741.62%0.04%1,825,5962025-03-31
PG
PROCTER & GAMBLE
5,579-1,003-15.24%
Created with Highcharts 10.1.0
$142.520.84%0.00%950,7732025-03-31
MSFT
MICROSOFT
2,361-183-7.19%
Created with Highcharts 10.1.0
$267.250.79%0.00%886,2962025-03-31
BTAL
AGF US MARKET NEUTRAL ANTI-BETA FUND
41,528+41,528
Open
Created with Highcharts 10.1.0
$19.160.77%0.00%865,4442025-03-31
USB
US BANCORP
15,42300.00%
Created with Highcharts 10.1.0
$45.700.58%0.00%651,1592025-03-31
PM
PHILIP MORRIS INTERNATIONAL
4,075-1-0.02%
Created with Highcharts 10.1.0
$94.890.57%0.00%646,8252025-03-31
TSLA
TESLA
1,816+751+70.52%
Created with Highcharts 10.1.0
$267.310.42%0.00%470,6352025-03-31
CTAS
CINTAS
2,269+2,269
Open
Created with Highcharts 10.1.0
$198.420.41%0.00%466,3482025-03-31
JPM
JPMORGAN CHASE
1,872-76-3.90%
Created with Highcharts 10.1.0
$128.530.41%0.00%459,2022025-03-31
XLK
TECHNOLOGY SELECT SECTOR SPDR FUND
2,048+2,048
Open
Created with Highcharts 10.1.0
$225.130.37%0.00%422,8712025-03-31
CTA
SIMPLIFY MANAGED FUTURES STRATEGY ETF
12,622+12,622
Open
Created with Highcharts 10.1.0
$29.010.33%0.00%373,6112025-03-31
RSP
GUGGENHEIM S&P 500(R) EQUAL WEIGHT ETF
1,918+1,918
Open
Created with Highcharts 10.1.0
$177.560.29%0.00%332,2552025-03-31
IVE
ISHARES S&P 500 VALUE ETF
1,704-192-10.13%
Created with Highcharts 10.1.0
$193.380.29%0.00%324,7482025-03-31
MDLZ
MONDELEZ INTERNATIONAL
4,50700.00%
Created with Highcharts 10.1.0
$62.430.27%0.00%305,8002025-03-31
AMD
ADVANCED MICRO DEVICES
2,876+2,876
Open
Created with Highcharts 10.1.0
$111.620.26%0.00%295,4802025-03-31
BRK.B
BERKSHIRE HATHAWAY
551+551
Open
Created with Highcharts 10.1.0
$488.650.26%0.00%293,4522025-03-31
VBR
VANGUARD SMALL-CAP VALUE INDEX FUND
1,558+60+4.01%
Created with Highcharts 10.1.0
$205.260.26%0.00%290,2402025-03-31
VTV
VANGUARD VALUE INDEX FUND
1,662+60+3.75%
Created with Highcharts 10.1.0
$175.200.25%0.00%287,0942025-03-31
VBK
VANGUARD SMALL-CAP GROWTH INDEX FUND
1,124+45+4.17%
Created with Highcharts 10.1.0
$283.910.25%0.00%282,9892025-03-31
NKE
NIKE
4,382+4,382
Open
Created with Highcharts 10.1.0
$72.910.25%0.00%278,1692025-03-31
BOND
PIMCO ACTIVE BOND EXCHANGE-TRADED FUND
2,975+650+27.96%
Created with Highcharts 10.1.0
$90.600.24%0.00%275,0982025-03-31
CAT
CATERPILLAR
816+16+2.00%
Created with Highcharts 10.1.0
$274.710.24%0.00%269,1172025-03-31
XOM
EXXON MOBIL
2,233-519-18.86%
Created with Highcharts 10.1.0
$110.250.24%0.00%265,5712025-03-31
ACIO
APTUS COLLARED INVESTMENT OPPORTUNITY ETF
6,861-2,000-22.57%
Created with Highcharts 10.1.0
$30.260.24%0.00%265,4522025-03-31
IJH
ISHARES CORE S&P MID-CAP ETF
4,288+4,288
Open
Created with Highcharts 10.1.0
$61.880.22%0.00%250,2052025-03-31
MO
ALTRIA
4,136-64-1.52%
Created with Highcharts 10.1.0
$49.060.22%0.00%248,2432025-03-31
VEA
VANGUARD TAX-MANAGED FUNDS
4,831-99-2.01%
Created with Highcharts 10.1.0
$49.950.22%0.00%245,5602025-03-31
META
META
415+34+8.92%
Created with Highcharts 10.1.0
$493.460.21%0.00%239,1892025-03-31
IVV
ISHARES CORE S&P 500 ETF
407-159-28.09%
Created with Highcharts 10.1.0
$533.450.20%0.00%228,6932025-03-31
GS
GOLDMAN SACHS GROUP
418+418
Open
Created with Highcharts 10.1.0
$599.090.20%0.00%228,3492025-03-31
DAVE
DAVE
2,708+2,708
Open
Created with Highcharts 10.1.0
$93.790.20%0.02%223,8432025-03-31
ADME
APTUS DRAWDOWN MANAGED EQUITY ETF
4,966-1,348-21.35%
Created with Highcharts 10.1.0
$37.140.20%0.00%220,5152025-03-31
XLF
FINANCIAL SELECT SECTOR SPDR FUND
4,377+4,377
Open
Created with Highcharts 10.1.0
$50.060.19%0.00%218,0182025-03-31
NIO
NIO
56,966-8,785-13.36%
Created with Highcharts 10.1.0
$13.040.19%0.00%217,0402025-03-31
APP
APPLOVIN
813+813
Open
Created with Highcharts 10.1.0
$338.020.19%0.00%215,4212025-03-31
AMZN
AMAZON
1,111-181-14.01%
Created with Highcharts 10.1.0
$148.980.19%0.00%211,3792025-03-31
CRDO
CREDO TECHNOLOGY GROUP HOLDING
5,082+5,082
Open
Created with Highcharts 10.1.0
$60.140.18%0.00%204,0932025-03-31
NVDA
NVIDIA
1,878+1,878
Open
Created with Highcharts 10.1.0
$125.270.18%0.00%203,5382025-03-31
SOFI
SOFI TECHNOLOGIES
14,650-4,662-24.14%
Created with Highcharts 10.1.0
$7.550.15%0.00%170,3802025-03-31
LCNB
LCNB
11,50000.00%
Created with Highcharts 10.1.0
$16.230.15%0.08%170,0852025-03-31
ENVX
ENOVIX
18,981+18,981
Open
Created with Highcharts 10.1.0
$10.650.12%0.01%139,3212025-03-31
QS
QUANTUMSCAPE
12,500-3,040-19.56%
Created with Highcharts 10.1.0
$6.900.05%0.00%52,0002025-03-31
LCID
LUCID GROUP
14,600+200+1.39%
Created with Highcharts 10.1.0
$3.490.03%0.00%35,3322025-03-31
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
0-4,227
Closed
Created with Highcharts 10.1.0
$0.000.00%0.00%02025-03-31
CCL
CARNIVAL
0-25,000
Closed
Created with Highcharts 10.1.0
$0.000.00%0.00%02025-03-31
IVW
ISHARES S&P 500 GROWTH ETF
0-4,505
Closed
Created with Highcharts 10.1.0
$0.000.00%0.00%02025-03-31
DYNF
BLACKROCK US EQUITY FACTOR ROTATION ETF
0-7,142
Closed
Created with Highcharts 10.1.0
$0.000.00%0.00%02025-03-31
EFG
ISHARES MSCI EAFE GROWTH ETF
0-2,926
Closed
Created with Highcharts 10.1.0
$0.000.00%0.00%02025-03-31