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| Name: |
Axim Planning & Wealth |
| City: |
DAYTON |
| State: |
OH |
| Zip: |
45458 |
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data |
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Filing Period: |
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| Holdings
Found :
9 |
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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 |
|
EH |
Ehang Hldgs Ltd Ads |
1 |
- |
$0.00 |
$85,840,000 |
4,173,087 |
69.65% |
20,280,000 |
270,677 |
7.625 |
N/A |
|
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HPF |
John Hancock Preferred Inco... |
4 |
- |
$16.54 |
$2,764,000 |
167,193 |
2.24% |
1,375,000 |
79,193 |
0.786 |
Closed - End Fund - Debt |
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ACIO |
Aptus Collared Income Oppor... |
8 |
- |
$0.00 |
$544,000 |
15,096 |
0.44% |
143,000 |
3,013 |
0.017 |
N/A |
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BEMO |
Aptus Behavioral Momentum Etf |
9 |
- |
$0.00 |
$478,000 |
11,390 |
0.39% |
65,000 |
646 |
0.056 |
N/A |
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DRSK |
Aptus Defined Risk Etf |
10 |
- |
$0.00 |
$375,000 |
14,083 |
0.3% |
107,000 |
3,448 |
0.016 |
N/A |
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XOM |
Exxon Mobil Corp |
16 |
- |
$113.51 |
$285,000 |
2,449 |
0.23% |
44,000 |
39 |
0 |
Integrated Oil & Gas |
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AAPL |
Apple Inc |
18 |
- |
$186.88 |
$216,000 |
1,262 |
0.18% |
-16,000 |
56 |
0 |
Personal Computers |
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SOFI |
SoFi Technologies, Inc |
21 |
- |
$6.83 |
$204,000 |
28,000 |
0.17% |
-15,000 |
6,000 |
0.004 |
N/A |
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NIO |
Nio Inc |
24 |
- |
$4.80 |
$181,000 |
40,285 |
0.15% |
-53,000 |
14,500 |
0.004 |
N/A |
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