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Size ($ in 1000's)
At 03/31/2024: $135,892 At 12/31/2023: $124,250
Axiom Advisory LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Axiom Advisory LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Axiom Advisory LLC top holdings by largest position size, as per the latest 13f filing made by Axiom Advisory LLC.
In the Axiom Advisory LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Axiom Advisory LLC in that top holding, then the share count change between reporting periods, and finally the Axiom Advisory LLC top holding position size
for that row.
Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
VANGUARD INDEX FDS (VUG) |
102,405 |
-232 |
$35,248 | VUG | 102,405 | -232 | $35,248 | VANGUARD BD INDEX FDS (BND) |
328,780 |
+33,229 |
$23,879 | BND | 328,780 | +33,229 | $23,879 | VANGUARD INDEX FDS (VOT) |
43,085 |
+1,246 |
$10,159 | VOT | 43,085 | +1,246 | $10,159 | VANGUARD INDEX FDS (VTV) |
52,743 |
+2,932 |
$8,590 | VTV | 52,743 | +2,932 | $8,590 | ISHARES TR (EFG) |
77,447 |
+2,068 |
$8,038 | EFG | 77,447 | +2,068 | $8,038 | VANGUARD INDEX FDS (VBK) |
24,547 |
+592 |
$6,400 | VBK | 24,547 | +592 | $6,400 | VANGUARD INTL EQUITY INDEX F (VSS) |
42,860 |
+730 |
$5,008 | VSS | 42,860 | +730 | $5,008 | VANGUARD INDEX FDS (VTI) |
16,785 |
-195 |
$4,362 | VTI | 16,785 | -195 | $4,362 | VANGUARD INDEX FDS (VBR) |
21,202 |
+777 |
$4,068 | VBR | 21,202 | +777 | $4,068 | VANGUARD INDEX FDS (VNQ) |
39,944 |
+1,768 |
$3,454 | VNQ | 39,944 | +1,768 | $3,454 | ALPHABET INC |
21,210 |
+20 |
$3,229 | GOOG | 21,210 | +20 | $3,229 | VANGUARD INDEX FDS (VOE) |
19,188 |
+1,331 |
$2,992 | VOE | 19,188 | +1,331 | $2,992 | VANGUARD INTL EQUITY INDEX F (VWO) |
65,064 |
+5,061 |
$2,718 | VWO | 65,064 | +5,061 | $2,718 | VANGUARD BD INDEX FDS (VUSB) |
51,949 |
+1,750 |
$2,574 | VUSB | 51,949 | +1,750 | $2,574 | VANGUARD BD INDEX FDS (BSV) |
27,163 |
-44 |
$2,083 | BSV | 27,163 | -44 | $2,083 | ISHARES U S ETF TR (COMT) |
75,301 |
+5,029 |
$2,033 | COMT | 75,301 | +5,029 | $2,033 | VANGUARD SCOTTSDALE FDS (VCSH) |
20,016 |
+94 |
$1,547 | VCSH | 20,016 | +94 | $1,547 | UBER TECHNOLOGIES INC |
18,239 |
+489 |
$1,404 | UBER | 18,239 | +489 | $1,404 | APPLE INC |
7,793 |
+386 |
$1,336 | AAPL | 7,793 | +386 | $1,336 | VANGUARD TAX MANAGED FDS (VEA) |
16,382 |
+801 |
$822 | VEA | 16,382 | +801 | $822 | MICROSOFT CORP |
1,675 |
+1 |
$705 | MSFT | 1,675 | +1 | $705 | VANGUARD INDEX FDS (VOO) |
1,291 |
-199 |
$620 | VOO | 1,291 | -199 | $620 | QUALCOMM INC |
3,468 |
-307 |
$587 | QCOM | 3,468 | -307 | $587 | INTUIT |
897 |
UNCH |
$583 | INTU | 897 | UNCH | $583 | CHEVRON CORP NEW |
3,270 |
+42 |
$516 | CVX | 3,270 | +42 | $516 | BERKSHIRE HATHAWAY INC DEL |
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$335 | BRK.B | 796 | UNCH | $335 | AMAZON COM INC |
1,689 |
-696 |
$305 | AMZN | 1,689 | -696 | $305 | NORTHERN LTS FD TR IV |
6,050 |
UNCH |
$305 | SECT | 6,050 | UNCH | $305 | AIRBNB INC |
1,772 |
UNCH |
$292 | ABNB | 1,772 | UNCH | $292 | META PLATFORMS INC |
594 |
UNCH |
$288 | META | 594 | UNCH | $288 | ISHARES TR (IVW) |
3,251 |
+3 |
$275 | IVW | 3,251 | +3 | $275 | ISHARES TR (IYW) |
2,014 |
+1 |
$272 | IYW | 2,014 | +1 | $272 | INVESCO QQQ TR |
603 |
+54 |
$268 | QQQ | 603 | +54 | $268 | ISHARES TR (IWM) |
1,066 |
+3 |
$224 | IWM | 1,066 | +3 | $224 | NORDSTROM INC |
10,031 |
UNCH |
$203 | JWN | 10,031 | UNCH | $203 |
See Full List: All Stocks Held By Axiom Advisory LLC
Including: Biggest exits Biggest increased positions Biggest decreased positions
See Details: Top 10 Stocks Held By Axiom Advisory LLC
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