| |
|
|
| Name: |
Axim Planning & Wealth |
| City: |
DAYTON |
| State: |
OH |
| Zip: |
45458 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
5 |
|
View All Holdings |
Currently
Viewing:
Unchanged Positions |
|
|
Page 1 of 1 |
Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
PM |
Philip Morris International... |
11 |
- |
$103.61 |
$373,000 |
4,076 |
0.3% |
-10,000 |
0 |
0 |
Cigarettes & Other To... |
|
|
MDLZ |
Mondelez International Inc |
14 |
- |
$67.81 |
$306,000 |
4,368 |
0.25% |
-10,000 |
0 |
0 |
Food - Major Diversified |
|
|
CAT |
Caterpillar Inc |
15 |
- |
$328.94 |
$293,000 |
800 |
0.24% |
56,000 |
0 |
0 |
Farm & Construction M... |
|
|
SBUX |
Starbucks Corp |
17 |
- |
$81.43 |
$277,000 |
3,028 |
0.22% |
-14,000 |
0 |
0 |
Specialty Eateries |
|
|
LCNB |
LCNB Corp |
23 |
- |
$13.71 |
$183,000 |
11,500 |
0.15% |
2,000 |
0 |
0.089 |
Domestic Regional Banks |
|
