AXS Investments LLC Q1 2025 Filing

Filed May 9, 2025

Portfolio Value

$361.6B

Holdings

201

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (201 positions)

#StockSharesValue% PortfolioType
1
REZISHARES TR RESIDENTIAL MULT
107,027$9.2B2.56%
2
USRTISHARES TR CRE U S REIT ETF
158,291$9.1B2.52%
3
JAAAJANUS DETROIT STR TR HENDRSON AAA CL
138,042$7.0B1.94%
4
SHVISHARES SHRT TRS BD ETF
62,188$6.9B1.90%
5
BILSPDR BLOOMBERG BARCLAYS 1-3MO TBILL
74,879$6.9B1.90%
6
PFFVGLOBAL X FDS RATE PREFERRED
273,450$6.5B1.79%
7
MORTVANECK ETF TRUST MORTGAGE REIT
566,455$6.3B1.75%
8
VVISA INC-CLASS A SHARES
16,279$5.7B1.58%
9
NFLXNETFLIX INC
5,964$5.6B1.54%
10
PREFPRINCIPAL EXCHANGE T SPECTRUM PFD
292,799$5.5B1.51%
11
MSFTMICROSOFT CORP
14,440$5.4B1.50%
12
MAMASTERCARD INC CL A
9,807$5.4B1.49%
13
METAMETA PLATFORMS INC
9,279$5.3B1.48%
14
GOOGLALPHABET INC CL A
30,426$4.7B1.30%
15
CRMSALESFORCE INC
16,796$4.5B1.25%
16
IBMINTL BUSINESS MACHINES CORP
17,018$4.2B1.17%
17
ORCLORACLE CORP
30,205$4.2B1.17%
18
NVDANVIDIA CORP COM
36,804$4.0B1.10%
19
ACNACCENTURE PLC-CL A
12,479$3.9B1.08%
20
INTUINTUIT INC
5,776$3.5B0.98%
21
NOWSERVICENOW INC COM
4,384$3.5B0.97%
22
AAPLAPPLE INC
15,564$3.5B0.96%
23
ADBEADOBE INC
8,644$3.3B0.92%
24
SYKSTRYKER CORP
8,827$3.3B0.91%
25
BRK/BBERKSHIRE HATHAWAY INC
6,136$3.3B0.90%
26
PFFAETFIS SER TR I VIRTUS INFRCAP
143,554$3.0B0.84%
27
GRMNGARMIN LTD
13,472$2.9B0.81%
28
ADPAUTOMATIC DATA PROCESSING
9,465$2.9B0.80%
29
TELTE CONNECTIVITY PLC
19,680$2.8B0.77%
30
PANWPALO ALTO NETWORKS INC
15,359$2.6B0.72%
31
MUMICRON TECHNOLOGY INC
29,884$2.6B0.72%
32
PLTRPALANTIR TECHNOLOGIE CL A
29,151$2.5B0.68%
33
SHPROSHARES SHORTT PSHS SHRT S&P500
55,000$2.5B0.68%
34
DASXINVESTMENT MANAGERS TRADR 2X LONG TR
105,500$2.4B0.67%
35
DASXINVESTMENT MANAGERS TRADR 2X LNG TRI
109,300$2.4B0.66%
36
AGQPROSHARES TR ULTRASHT SP500
110,600$2.4B0.66%
37
CRWDCROWDSTRIKE HOLDINGS INC - A
6,400$2.3B0.62%
38
CDNSCADENCE DESIGN SYS INC
8,778$2.2B0.62%
39
ROPROPER TECHNOLOGIES INC
3,559$2.1B0.58%
40
SNPSSYNOPSYS INC
4,874$2.1B0.58%
41
UBERUBER TECHNOLOGIES INC
28,588$2.1B0.58%
42
CPRTCOPART INC COM
36,436$2.1B0.57%
43
AMDADVANCED MICRO DEVICES
19,623$2.0B0.56%
44
BSXBOSTON SCIENTIFIC CORP
19,942$2.0B0.56%
45
FTNTFORTINET INC COM
20,875$2.0B0.56%
46
ADSKAUTODESK INC COM
7,599$2.0B0.55%
47
ABTABBOTT LABORATORIES
14,695$1.9B0.54%
48
BXMTBLACKSTONE MORTGAGE TRU-CL A
94,462$1.9B0.52%
49
FICOFAIR ISAAC CORP
1,013$1.9B0.52%
50
WDAYWORKDAY INC-CLASS A
7,918$1.8B0.51%
51
SPGIS&P GLOBAL INC
3,597$1.8B0.51%
52
SPOTSPOTIFY COMMON
3,303$1.8B0.50%
53
ARIAPOLLO COMMERCIAL REAL ESTAT
189,555$1.8B0.50%
54
TMOTHERMO FISHER SCIENTIFIC INC
3,622$1.8B0.50%
55
AMZNAMAZON.COM INC
9,352$1.8B0.49%
56
KREFKKR REAL ESTATE FIN TR REIT
164,623$1.8B0.49%
57
STWDSTARWOOD PROPERTY TRUST INC
88,289$1.7B0.48%
58
ADAMNEW YORK MORTGAGE TRUST INC
267,183$1.7B0.48%
59
LADRLADDER CAPITAL CORP-REIT
150,771$1.7B0.48%
60
DEDEERE AND CO
3,661$1.7B0.48%
61
FBRTFRANKLIN BSP REALTY TRUST IN
134,137$1.7B0.47%
62
EFCELLINGTON FINANCIAL INC
128,530$1.7B0.47%
63
HCAHCA HEALTHCARE INC
4,869$1.7B0.47%
64
RITMRITHM CAPITAL CORP
143,020$1.6B0.45%
65
TRTXTPG RE FINANCE TRUST INC
197,014$1.6B0.44%
66
BRSPBRIGHTSPIRE CAPITAL INC
287,049$1.6B0.44%
67
ABGCENCORA INC
5,700$1.6B0.44%
68
DDOGDATADOG INC CL A COM
15,572$1.5B0.43%
69
MFAMFA FINANCIAL INC
149,890$1.5B0.43%
70
CMTGCLAROS MORTGAGE TRUST INC
411,159$1.5B0.42%
71
VCLTVANGUARD SCOTTSDALE LG-TERM COR BD
20,187$1.5B0.42%
72
VWOBVANGUARD WHITEHALL F EMERG MKT BD ETF
23,827$1.5B0.42%
73
VGITVANGUARD SCOTTSDALE INTER TERM TREAS
25,740$1.5B0.42%
74
VCITVANGUARD SCOTTSDALE INT-TERM CORP
18,689$1.5B0.42%
75
VTIPVANGUARD MALVERN FDS STRM INFPROIDX
30,613$1.5B0.42%
76
VMBSVANGUARD SCOTTSDALE MTG-BKD SECS ETF
32,981$1.5B0.42%
77
VGSHVANGUARD SCOTTSDALE SHORT TERM TREAS
26,012$1.5B0.42%
78
ITGARTNER INC COM
3,637$1.5B0.42%
79
VCSHVANGUARD SCOTTSDALE SHRT-TERM CORP
19,336$1.5B0.42%
80
TWOTWO HARBORS INVESTMENT CORP
114,116$1.5B0.42%
81
AMLPALPS ETF TR ALERIAN MLP
29,314$1.5B0.42%
82
CWBSPDR BLOOMBERG CONV SECURITIES ETF
19,841$1.5B0.42%
83
PMTPENNYMAC MORTGAGE INVESTMENT
103,678$1.5B0.42%
84
RWTREDWOOD TRUST INC
240,424$1.5B0.40%
85
CNCCENTENE CORP COM
24,022$1.5B0.40%
86
ABRARBOR REALTY TRUST INC
123,080$1.4B0.40%
87
GEHCGE HEALTHCARE TECHNOLOG-INC
17,797$1.4B0.40%
88
NLYANNALY CAPITAL MANAGEMENT IN
70,615$1.4B0.40%
89
AWCAMERICAN WATER WORKS CO INC
9,720$1.4B0.40%
90
ANETARISTA NETWORKS INC
18,474$1.4B0.40%
91
CMCSACOMCAST CORP-CLASS A
38,711$1.4B0.40%
92
ABBVABBVIE INC
6,802$1.4B0.39%
93
UNHUNITEDHEALTH GROUP INC
2,717$1.4B0.39%
94
LHLABCORP HOLDINGS INC
6,076$1.4B0.39%
95
CAHCARDINAL HEALTH INC
10,206$1.4B0.39%
96
CNHICNH INDUSTRIAL NV
114,500$1.4B0.39%
97
CIMCHIMERA INVESTMENT CORP
109,345$1.4B0.39%
98
TEAMATLASSIAN CORP-CL A
6,579$1.4B0.39%
99
DYT1DYNEX CAPITAL INC
107,081$1.4B0.39%
100
MCKMCKESSON CORP
2,065$1.4B0.38%
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