Axim Planning & Wealth
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| EHANG HLDGS LTD | $54.28M | 57.8% |
| JOHN HANCOCK PREFERRED INCOME FUND IIHPF | $5.19M | 5.5% |
| SPDR SERIES TRUST | $1.61M | 1.7% |
| CLEVELAND-CLIFFS INC. | $1.06M | 1.1% |
| SELECT SECTOR SPDR TR | $985.3K | 1.0% |
| ARROW INVTS TR | $950.3K | 1.0% |
| PROCTER & GAMBLE Co | $928.1K | 1.0% |
| AGF INVTS TR | $877.4K | 0.9% |
| ZACKS TRUST | $874.3K | 0.9% |
| US BANCORP \DE | $838.9K | 0.9% |
| MICROSOFT CORP | $813.9K | 0.9% |
| ALTRIA GROUP, INC. | $768.5K | 0.8% |
| ZACKS TRUST | $762.7K | 0.8% |
| ZACKS TRUST | $751.3K | 0.8% |
| INVESCO EXCH TRD SLF IDX FD | $745.6K | 0.8% |
| NVIDIA Corp | $724.6K | 0.8% |
| INVESCO EXCH TRD SLF IDX FD | $715.2K | 0.8% |
| INVESCO EXCH TRD SLF IDX FD | $703.4K | 0.7% |
| INVESCO EXCH TRD SLF IDX FD | $697.8K | 0.7% |
| INVESCO EXCH TRD SLF IDX FD | $680.5K | 0.7% |
| BRISTOL MYERS SQUIBB CO | $679.8K | 0.7% |
| NIO Inc.NIO | $670.6K | 0.7% |
| Western Digital Corp | $654.8K | 0.7% |
| Philip Morris International Inc. | $653.6K | 0.7% |
| LAM RESEARCH CORP | $651.5K | 0.7% |
| Apple Inc. | $635.1K | 0.7% |
| ADOBE INC. | $620.2K | 0.7% |
| Tesla Inc | $614.8K | 0.7% |
| Medpace Holdings, Inc. | $588.0K | 0.6% |
| Arista Networks, Inc.ANET | $587.0K | 0.6% |
| ISHARES TR | $564.9K | 0.6% |
| JPMORGAN CHASE & CO | $522.6K | 0.6% |
| CATERPILLAR INC | $476.6K | 0.5% |
| SELECT SECTOR SPDR TR | $438.0K | 0.5% |
| ADVANCED MICRO DEVICES INC | $418.0K | 0.4% |
| SELECT SECTOR SPDR TR | $405.5K | 0.4% |
| SELECT SECTOR SPDR TR | $369.2K | 0.4% |
| ISHARES TR | $367.2K | 0.4% |
| Warren E. Buffett | $362.9K | 0.4% |
| ZACKS TRUST | $359.4K | 0.4% |
| INVESCO EXCHANGE TRADED FD T | $355.9K | 0.4% |
| iShares MSCI UAE ETF | $353.7K | 0.4% |
| SIMPLIFY EXCHANGE TRADED FUN | $344.9K | 0.4% |
| INVESCO ACTIVELY MANAGED EXC | $328.1K | 0.3% |
| ISHARES TR | $320.4K | 0.3% |
| SELECT SECTOR SPDR TR | $312.2K | 0.3% |
| INVESCO EXCHANGE TRADED FD T | $303.8K | 0.3% |
| CELESTICA INCCLS | $302.7K | 0.3% |
| SoFi Technologies, Inc. | $301.1K | 0.3% |
| VANGUARD INDEX FDS | $285.2K | 0.3% |