Axis Wealth Partners, LLC
CIK 2052531 · Holdings on Dec 31, 2024 · First reported Feb 7, 2025
Top ten holdings
Q4 2024- DGRW4.05%
- FBND3.87%
- VOO3.82%
- VYMI3.50%
- SCHD3.25%
- FDVV2.56%
- VIG2.46%
- SPY2.30%
- VUG2.28%
- AAPL2.19%
Share classes counted separately30.28%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | DGRWWISDOMTREE U.S. QUALITY DIVIUS QTLY DIV GRT View history and evidence | $4.81M | 4.05% | 59.41K shares | Prior unavailable — | — | ↗▾ |
| 02 | FBNDFIDELITY TOTAL BOND ETFTOTAL BD ETF View history and evidence | $4.59M | 3.87% | 102.38K shares | Prior unavailable — | — | ↗▾ |
| 03 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $4.53M | 3.82% | 8.41K shares | Prior unavailable — | — | ↗▾ |
| 04 | VYMIVANGUARD INT HIGH DVD YLD ININTL HIGH ETF View history and evidence | $4.15M | 3.50% | 61.18K shares | Prior unavailable — | — | ↗▾ |
| 05 | SCHDSCHWAB US DVD EQUITY ETFUS DIVIDEND EQ View history and evidence | $3.85M | 3.25% | 140.94K shares | Prior unavailable — | — | ↗▾ |
| 06 | FDVVFIDELITY HIGH DIVIDEND ETFHIGH DIVID ETF View history and evidence | $3.04M | 2.56% | 60.78K shares | Prior unavailable — | — | ↗▾ |
| 07 | VIGVANGUARD DIVIDEND APPREC ETFDIV APP ETF View history and evidence | $2.92M | 2.46% | 14.89K shares | Prior unavailable — | — | ↗▾ |
| 08 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $2.73M | 2.30% | 4.67K shares | Prior unavailable — | — | ↗▾ |
| 09 | VUGVANGUARD MRNGSTAR GR ETF-SUIGROWTH ETF View history and evidence | $2.70M | 2.28% | 6.58K shares | Prior unavailable — | — | ↗▾ |
| 10 | AAPLAPPLE INC View history and evidence | $2.60M | 2.19% | 10.38K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2052531 · Period Dec 31, 2024
Data loaded Sep 23, 2026 · First reported Feb 7, 2025
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 118655311
}Research all 130 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.