Portfolio (Quarterly)
Guide ↗
Axim Planning & Wealth
· CIK 0001950607| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | EXEL | EXELIXIS INC | Healthcare | 12,095 | $519K | 0.63% | SOLD |
| 2 | JPM | JPMORGAN CHASE & CO | Financial Services | 1,544 | $454K | 0.55% | SOLD |
| 3 | CRM | SALESFORCE INC | Technology | 2,292 | $428K | 0.52% | SOLD |
| 4 | LRCX | LAM RESEARCH CORP | Technology | 1,996 | $426K | 0.52% | SOLD |
| 5 | QCOM | QUALCOMM INC | Technology | 3,059 | $394K | 0.48% | SOLD |
| 6 | VRIG | INVESCO ACTIVELY MANAGED EXC | — | 9,030 | $226K | 0.27% | SOLD |
| 7 | LUNR | INTUITIVE MACHINES INC | Industrials | 10,978 | $204K | 0.25% | SOLD |
| 8 | EVGO | EVGO INC | Consumer Cyclical | 11,970 | $21K | 0.03% | SOLD |
Sector Allocation
Industrials
54.1%
Technology
14.4%
Financial Services
12.5%
Consumer Cyclical
5.5%
Consumer Defensive
5.0%
Healthcare
3.7%
Basic Materials
1.9%
Communication Services
1.2%
Real Estate
1.0%
Energy
0.6%