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Entity | Shares/Amount Change | Position Value Change |
TSLA |
-967 | -$240 |
Entity | Shares/Amount Change | Position Value Change |
BND |
+33,229 | +$2,141 | VWO |
+5,061 | +$252 | COMT |
+5,029 | +$271 | VTV |
+2,932 | +$1,143 | EFG |
+2,068 | +$738 | VNQ |
+1,768 | +$81 | VUSB |
+1,750 | +$92 | VOE |
+1,331 | +$403 | VOT |
+1,246 | +$972 | VEA |
+801 | +$76 |
Entity | Shares/Amount Change | Position Value Change |
AMZN |
-696 | -$57 | QCOM |
-307 | +$41 | VUG |
-232 | +$3,340 | VOO |
-199 | -$31 | VTI |
-195 | +$334 | BSV |
-44 | -$12 | BUYW |
UNCH | +$2 | JWN |
UNCH | +$18 | META |
UNCH | +$78 |
Size ($ in 1000's)
At 03/31/2024: $135,892 At 12/31/2023: $124,250
Axiom Advisory LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Axiom Advisory LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, we find all stocks held by Axiom Advisory LLC to be as follows, presented in the
table below with each row detailing each Axiom Advisory LLC position, ordered by largest to smallest position size.
The all-stocks-held-by-Axiom Advisory LLC table shows the entity held in the first column (click any entity to explore other funds
holding positions), the share amount held, the share count change between the last two reporting periods, and finally the
position size for all stocks held by Axiom Advisory LLC as of the latest filing.
Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ 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 | NORTHERN LTS FD TR IV |
12,443 |
+0 |
$170 | BUYW | 12,443 | UNCH | $170 | TESLA INC |
0 |
-967 |
$0 (exited) | TSLA | 0 | -967 | $0 |
See Summary: Axiom Advisory LLC Top Holdings
See Details: Top 10 Stocks Held By Axiom Advisory LLC
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