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  Name: Axim Planning & Wealth
  City: DAYTON
  State: OH
  Zip: 45458
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $123,249,000
  Total Value Change : $13,927,000
  Securities Held Change : -4
   
All Securities Held : 24
  New Positions : 3
  Closed Positions : 7
  Increased Positions : 9
  Unchanged Positions : 5
  Decreased Positions : 7

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 7     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (DE)1 Year Chart         DE Deere & Co 25 Closed $374.76 $0 0 0% -240,000 -600 0    Farm & Construction M...
   (IVV)1 Year Chart         IVV iShares Core S&P 500 Etf 31 Closed $529.96 $0 0 0% -245,000 -513 0    Closed - End Fund - E...
   (BABA)1 Year Chart         BABA Alibaba Group Holding Limited 30 Closed $78.34 $0 0 0% -330,000 -4,253 0    N/A
   (MO)1 Year Chart         MO Altria Group Inc 29 Closed $46.25 $0 0 0% -230,000 -5,711 0    Cigarettes & Other To...
   (RCL)1 Year Chart         RCL Royal Caribbean Cruises Ltd 28 Closed $147.68 $0 0 0% -272,000 -2,100 0    Sporting and Park Ent...
   (VGSH)1 Year Chart         VGSH Vanguard Scottsdale Funds 27 Closed $57.87 $0 0 0% -316,000 -5,422 0    Closed - End Fund - Debt
   (QQQ)1 Year Chart         QQQ Invesco QQQ Trust Series I 26 Closed $450.71 $0 0 0% -201,000 -490 0    Closed - End Fund - Debt

      7 Records Found
  1    
Page 1 of 1
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