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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 : 3     View All Holdings Currently Viewing:  New 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
   (QUAL)1 Year Chart         QUAL Ishares Msci Usa Quality Fa... 13 New $0.00 $329,000 2,000 0.27% 329,000 2,000 0    N/A
   (TSLA)1 Year Chart         TSLA Tesla Motors Inc 19 New $177.81 $215,000 1,225 0.17% 215,000 1,225 0    Auto Manufacturers
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 22 New $184.70 $201,000 1,116 0.16% 201,000 1,116 0    Internet Software & S...

      3 Records Found
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