13FBOX
Axiom Advisory, LLC · 13F Holdings
Options Calculator Rankings

Axiom Advisory, LLC

No.554 Data as of 2024Q3
Latest AUM (Q3 2024)
$10.70B
QoQ Change Q2 2024
+$1.53B+16.7%
Holdings
291
New Buys
18
Adds
244
Reduces
28
Exits
13
Unchanged
1
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q3 2024 ValueQ3 2024 SharesPrev Q ValuePrev Q SharesShares ChangeAction
VVANGUARD INDEX FDSVUG
25.2%25.35%$2.70B7.3M$2.32B6.6M+614,652+9.26%Add
VVANGUARD TOTALBND
19.3%18.06%$2.07B27.9M$1.66B23.1M+4.8M+20.75%Add
VVANGUARD INDEX FDSVOT
6.75%6.97%$722.2M3.1M$639.6M2.8M+312,321+11.20%Add
VVANGUARD INDEX FDSVTV
5.95%5.92%$636.2M3.8M$543.3M3.4M+399,951+11.77%Add
IISHARES TREFG
5.26%5.54%$562.6M5.4M$507.9M5.0M+455,586+9.17%Add
VVANGUARD INDEX FDSVBK
4.04%4.27%$432.4M1.7M$391.5M1.6M+118,211+7.53%Add
VVANGUARD INTL EQUITY INDEX FVSS
3.21%3.46%$343.4M2.8M$317.0M2.7M+147,952+5.48%Add
GGENERAL DYNAMICS CORPVTI
2.78%3.01%$297.6M1.1M$275.8M1.1M+25,469+2.39%Add
VVANGUARD SMALLVBR
2.61%2.72%$279.1M1.5M$249.3M1.3M+102,423+7.59%Add
VVANGUARD INDEX FDSVNQ
2.54%2.35%$271.4M2.9M$215.1M2.6M+343,033+13.17%Add
AAlphabet Inc Class CGOOG
2.14%2.48%$229.1M1.4M$227.2M1.3M+18,149+1.36%Add
VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE
2.1%2.06%$225.3M1.4M$189.2M1.2M+169,810+13.62%Add
NVIDIA CORPORATIONNVDA
1.93%0.04%$207.0M1.8M$3.3M26,582+1.8M+6,600.56%Add
VVANGUARD FSTEVWO
1.92%1.97%$206.0M4.6M$180.6M4.2M+433,814+10.35%Add
IISHARES U.S. INSURANCE ETFIAK
1.35%1.48%$145.0M5.5M$135.5M5.0M+564,318+11.36%Add
APPLE INCAAPL
1.13%0.97%$121.0M541,915$88.8M476,590+65,325+13.71%Add
VVANGUARD BD INDEX FDSVUSB
0.81%1.44%$86.7M1.7M$132.4M2.7M-936,191-34.92%Reduce
UBER TECHNOLOGIES INCUBER
0.75%0.84%$80.2M1.1M$77.3M1.1M+26,298+2.36%Add
QQUALCOMM INCQCOM
0.74%0.45%$78.7M445,536$41.3M218,540+226,996+103.87%Add
VVANGUARD BD INDEX FDSBSV
0.62%1.04%$66.1M848,646$95.1M1.2M-399,435-32.00%Reduce
VVANGUARD INDEX FDSVOO
0.47%0.43%$50.1M98,618$39.5M82,102+16,516+20.12%Add
VVANGUARD FTSEVEA
0.47%0.56%$49.9M984,888$51.4M1.0M-49,127-4.75%Reduce
MICROSOFT CORPMSFT
0.45%0.49%$48.4M113,167$44.9M106,165+7,002+6.60%Add
VVANGUARD SCOTTSDALE FDSBSV
0.35%0.69%$37.5M478,467$63.2M822,379-343,912-41.82%Reduce
ADVANCED MICRO DEVICES INCAMD
0.34%0.03%$35.9M242,784$2.6M16,128+226,656+1,405.36%Add
IINVESCO QQQ TRVOO
0.3%0.2%$31.8M67,145$18.7M41,367+25,778+62.32%Add
CHEVRON CORPORATIONCVX
0.3%0.36%$31.6M212,346$32.9M206,600+5,746+2.78%Add
NNORDSTROM INCJWNUSD
0.23%0.17%$24.5M1.1M$15.5M753,870+346,994+46.03%Add
BERKSHIRE HATHAWAY INC DELBRK.B
0.21%0.22%$22.5M50,944$20.5M50,148+796+1.59%Add
META PLATFORMS INCMETA
0.18%0.2%$19.6M38,080$18.2M37,467+613+1.64%Add
IISHARES TRIVW
0.18%0.19%$19.2M208,261$17.7M204,866+3,395+1.66%Add
PROCTER & GAMBLE COPG
0.18%0.11%$19.1M112,384$10.0M61,102+51,282+83.93%Add
IISHARES U.S. TECHNOLOGY ETFIYW
0.18%0.19%$19.0M129,025$17.5M126,922+2,103+1.66%Add
INTUITINTU
0.15%0.37%$16.5M25,783$33.6M54,289-28,506-52.51%Reduce
IISHARES RUSSELLIWM
0.14%0.15%$15.2M71,235$13.8M68,180+3,055+4.48%Add
AIRBNB INC COM CL AABNB
0.14%0.19%$14.7M113,408$17.1M111,636+1,772+1.59%Add
TESLA INCTSLA
0.13%0.11%$14.4M63,040$9.8M56,196+6,844+12.18%Add
IISHARES BITCOIN TRUST ETFIBIT
0.13%0.03%$13.9M399,773$2.3M62,820+336,953+536.38%Add
AMAZON COM INCAMZN
0.11%0.14%$11.9M65,152$12.6M68,411-3,259-4.76%Reduce
SSTATE STREETMDYG
0.1%0.12%$11.1M129,512$10.7M127,153+2,359+1.86%Add
SSTATE STREETSPYM
0.1%0.11%$11.0M168,776$10.2M165,108+3,668+2.22%Add
VVANGUARD INDEX FDSVXF
0.1%0.11%$10.3M58,942$9.8M57,925+1,017+1.76%Add
IISHARES RUSSELLIWB
0.09%0.1%$9.8M32,258$9.1M31,712+546+1.72%Add
VVANGUARD WHITEHALL FDSVYM
0.08%0.08%$8.2M66,019$7.6M64,461+1,558+2.42%Add
SSTATE STREET HEALTH CARE SELECT SECTOR SPDR ETFXLV
0.08%0.04%$8.1M53,640$3.8M26,384+27,256+103.31%Add
IISHARES MSCIQUAL
0.07%0.08%$7.8M44,749$7.5M45,831-1,082-2.36%Reduce
SSELECT SECTOR SPDR TRXLE
0.07%0.04%$7.7M86,056$3.9M42,028+44,028+104.76%Add
LINDE PLCLIN
0.07%0.08%$7.7M16,832$7.2M16,449+383+2.33%Add
EXXON MOBIL CORPXOM
0.07%0.08%$7.7M66,319$7.4M63,831+2,488+3.90%Add
SSTATE STREETSPIB
0.07%0.06%$7.2M215,760$5.2M160,148+55,612+34.73%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow