Axis Wealth Partners, LLC Portfolio Holdings
Q3 2025•161 long positions•$170.9M portfolio value
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Holding162 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $6.4M 3.72% | +$314.1K Bought | — 10.4K shares | 9.9K → 10.4K +$314.1K | +5.2% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $6.3M 3.69% | +$263.9K Bought | — 70.9K shares | 68.0K → 70.9K +$263.9K | +4.36% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $6.2M 3.65% | +$601.0K Bought | — 134.8K shares | 121.8K → 134.8K +$601.0K | +10.67% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $6.0M 3.5% | +$308.2K Bought | — 70.6K shares | 67.0K → 70.6K +$308.2K | +5.43% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $4.0M 2.36% | +$67.0K Bought | — 147.9K shares | 145.5K → 147.9K +$67.0K | +1.69% | — — | Q4 2024 Held for 11 months | |
Consumer Electronics Technology | $3.9M 2.29% | +$1.1M Bought | 0.0% 15.4K shares | 10.9K → 15.4K +$1.1M | +41.0% | $3.78T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $3.9M 2.27% | +$157.8K Bought | — 8.1K shares | 7.8K → 8.1K +$157.8K | +4.24% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.8M 2.21% | +$58.4K Bought | — 67.6K shares | 66.6K → 67.6K +$58.4K | +1.58% | — — | Q4 2024 Held for 11 months | |
Unknown Unknown | $3.5M 2.04% | +$151.7K Bought | — 16.2K shares | 15.5K → 16.2K +$151.7K | +4.54% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.4M 1.96% | +$161.9K Bought | — 92.4K shares | 87.9K → 92.4K +$161.9K | +5.07% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.3M 1.96% | +$250.9K Bought | — 74.9K shares | 69.3K → 74.9K +$250.9K | +8.11% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.2M 1.88% | -$749.2K Sold | — 15.5K shares | 19.1K → 15.5K −$749.2K | -18.95% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.2M 1.85% | +$3.3K Bought | — 4.8K shares | 4.7K → 4.8K +$3.3K | +0.11% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.1M 1.8% | +$191.9K Bought | — 64.7K shares | 60.7K → 64.7K +$191.9K | +6.65% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.0M 1.78% | -$597.2K Sold | — 25.1K shares | 30.1K → 25.1K −$597.2K | -16.44% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.8M 1.65% | +$171.5K Bought | — 50.9K shares | 47.8K → 50.9K +$171.5K | +6.49% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.8M 1.64% | -$640.1K Sold | — 42.9K shares | 52.7K → 42.9K −$640.1K | -18.62% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.6M 1.51% | +$180.9K Bought | — 56.2K shares | 52.2K → 56.2K +$180.9K | +7.53% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.5M 1.48% | +$2.5M New | — 67.5K shares | 0 → 67.5K +$2.5M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $2.2M 1.3% | +$108.8K Bought | — 22.2K shares | 21.1K → 22.2K +$108.8K | +5.14% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.1M 1.22% | +$6.6K Bought | — 14.8K shares | 14.8K → 14.8K +$6.6K | +0.32% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.0M 1.17% | +$196.4K Bought | — 52.0K shares | 46.9K → 52.0K +$196.4K | +10.85% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.0M 1.17% | +$494.6K Bought | — 15.4K shares | 11.6K → 15.4K +$494.6K | +32.88% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.9M 1.11% | +$54.2K Bought | — 16.6K shares | 16.2K → 16.6K +$54.2K | +2.94% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.8M 1.03% | -$801.0K Sold | — 17.5K shares | 25.4K → 17.5K −$801.0K | -31.25% | — — | Q4 2024 Held for 11 months | |
Specialty Retail Consumer Cyclical | $1.7M 1.01% | +$45.9K Bought | 0.0% 7.8K shares | 7.6K → 7.8K +$45.9K | +2.74% | $2.34T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $1.7M 1.01% | +$32.2K Bought | — 4.0K shares | 3.9K → 4.0K +$32.2K | +1.91% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.7M 0.992% | +$332.1K Bought | — 14.1K shares | 11.3K → 14.1K +$332.1K | +24.37% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.7M 0.98% | +$101.9K Bought | — 8.8K shares | 8.3K → 8.8K +$101.9K | +6.48% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.7M 0.979% | +$350.9K Bought | — 17.4K shares | 13.8K → 17.4K +$350.9K | +26.56% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.5M 0.862% | +$130.8K Bought | — 36.5K shares | 33.2K → 36.5K +$130.8K | +9.75% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.5M 0.851% | +$763.7K Bought | — 16.3K shares | 7.7K → 16.3K +$763.7K | +110.5% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $1.4M 0.833% | +$24.6K Bought | — 21.0K shares | 20.6K → 21.0K +$24.6K | +1.75% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.4M 0.832% | +$103.4K Bought | — 23.7K shares | 22.0K → 23.7K +$103.4K | +7.85% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.4M 0.79% | -$25.0K Sold | — 13.6K shares | 13.8K → 13.6K −$25.0K | -1.82% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.3M 0.788% | -$840.3 Sold | — 9.6K shares | 9.6K → 9.6K −$840.3 | -0.06% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.3M 0.778% | -$67.1K Sold | — 63.1K shares | 66.2K → 63.1K −$67.1K | -4.81% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.3M 0.766% | +$113.5K Bought | — 14.0K shares | 12.7K → 14.0K +$113.5K | +9.5% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.3M 0.744% | +$65.9K Bought | — 15.9K shares | 15.1K → 15.9K +$65.9K | +5.47% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.3M 0.736% | -$5.6K Sold | — 34.4K shares | 34.6K → 34.4K −$5.6K | -0.44% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.2M 0.726% | +$57.5K Bought | — 18.1K shares | 17.3K → 18.1K +$57.5K | +4.86% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.2M 0.715% | +$1.2M New | — 26.2K shares | 0 → 26.2K +$1.2M | New | — — | Q3 2025 Held for 2 months | |
Telecommunications Services Communication Services | $1.2M 0.697% | -$3.5K Sold | 0.001% 27.1K shares | 27.2K → 27.1K −$3.5K | -0.29% | $185.31B Large Cap | Q4 2024 Held for 11 months | |
ETF ETF | $1.2M 0.685% | +$186.2K Bought | — 27.4K shares | 23.0K → 27.4K +$186.2K | +18.91% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.2M 0.684% | +$1.2K Bought | — 1.9K shares | 1.9K → 1.9K +$1.2K | +0.1% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.1M 0.669% | +$63.5K Bought | — 7.8K shares | 7.4K → 7.8K +$63.5K | +5.88% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.1M 0.667% | +$51.0K Bought | — 38.4K shares | 36.6K → 38.4K +$51.0K | +4.68% | — — | Q4 2024 Held for 11 months | |
Software - Infrastructure Technology | $1.1M 0.642% | +$71.5K Bought | 0.0% 2.1K shares | 2.0K → 2.1K +$71.5K | +6.97% | $3.85T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $1.1M 0.635% | -$1.4K Sold | — 2.3K shares | 2.3K → 2.3K −$1.4K | -0.13% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.1M 0.623% | -$94.5K Sold | — 6.5K shares | 7.0K → 6.5K −$94.5K | -8.15% | — — | Q4 2024 Held for 11 months |
