Axim Planning & Wealth
CIK: 0001950607SEC EDGAR →
Portfolio Value
$95.1M
Holdings
72
As of
Q4 2025
New Positions
72
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | EHCall EHANG HLDGS LTD | 4,186,092 | $55.2M | 58.03% |
| 2 | HANCOCK JOHN PFD INCOME FD I | 323,010 | $5.2M | 5.46% |
| 3 | SPDR SERIES TRUST | 17,572 | $1.6M | 1.69% |
| 4 | CLEVELAND-CLIFFS INC NEW | 79,877 | $1.1M | 1.11% |
| 5 | NIOCall NIO INC | 195,492 | $996K | 1.05% |
| 6 | SELECT SECTOR SPDR TR | 6,844 | $985K | 1.04% |
| 7 | ARROW INVTS TR | 9,493 | $950K | 1.00% |
| 8 | PROCTER AND GAMBLE CO | 6,476 | $928K | 0.98% |
| 9 | AGF INVTS TR | 60,973 | $877K | 0.92% |
| 10 | ZACKS TRUST | 29,339 | $874K | 0.92% |
Quarterly Changes
New Positions (72)
$55.2M · 4.2M shares
$5.2M · 323K shares
$1.6M · 18K shares
$1.1M · 80K shares
$996K · 195K shares
$985K · 7K shares
$950K · 9K shares
$928K · 6K shares
$877K · 61K shares
$874K · 29K shares
$838K · 16K shares
$813K · 2K shares
$768K · 13K shares
$762K · 21K shares
$751K · 22K shares
$745K · 33K shares
$724K · 4K shares
$715K · 33K shares
$703K · 33K shares
$697K · 30K shares
$680K · 26K shares
$679K · 13K shares
$654K · 4K shares
$653K · 4K shares
$651K · 4K shares
$635K · 2K shares
$620K · 2K shares
$614K · 1K shares
$588K · 1K shares
$587K · 4K shares
$564K · 6K shares
$522K · 2K shares
$476K · 832 shares
$438K · 6K shares
$418K · 2K shares
$405K · 3K shares
$369K · 9K shares
$367K · 4K shares
$362K · 722 shares
$359K · 14K shares
$355K · 2K shares
$353K · 4K shares
$344K · 13K shares
$328K · 7K shares
$320K · 5K shares
$312K · 6K shares
$303K · 2K shares
$302K · 1K shares
$301K · 12K shares
$285K · 944 shares
$274K · 4K shares
$260K · 2K shares
$260K · 1K shares
$257K · 1K shares
$255K · 2K shares
$249K · 5K shares
$248K · 1K shares
$247K · 50K shares
$240K · 5K shares
$240K · 365 shares
$236K · 2K shares
$228K · 1K shares
$226K · 4K shares
$224K · 6K shares
$223K · 3K shares
$220K · 14K shares
$215K · 2K shares
$214K · 440 shares
$208K · 237 shares
$201K · 5K shares
$188K · 12K shares
$121K · 17K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Industrials | 4 | $56.0M | 58.9% |
| Financial Services | 39 | $23.5M | 24.7% |
| Technology | 12 | $6.1M | 6.5% |
| Unknown | 5 | $2.6M | 2.7% |
| Consumer Defensive | 3 | $1.9M | 2.0% |
| Consumer Cyclical | 3 | $1.8M | 1.9% |
| Healthcare | 3 | $1.5M | 1.6% |
| Basic Materials | 1 | $1.1M | 1.1% |
| Energy | 1 | $260K | 0.3% |
| Communication Services | 1 | $240K | 0.3% |