All Stocks Held By Axiom Advisory LLC

As of 03/31/2024, we find all stocks held by Axiom Advisory LLC to be as follows, presented in the table below with each row detailing each Axiom Advisory LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Axiom Advisory LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Axiom Advisory LLC as of the latest filing.

Entity	Amount	Change 12/31/2023 to 03/31/2024	Position Size ($ in 1000's)
VANGUARD INDEX FDS (VUG)	102,405	-232	$35,248
VUG	102,405	-232	$35,248
VANGUARD BD INDEX FDS (BND)	328,780	+33,229	$23,879
BND	328,780	+33,229	$23,879
VANGUARD INDEX FDS (VOT)	43,085	+1,246	$10,159
VOT	43,085	+1,246	$10,159
VANGUARD INDEX FDS (VTV)	52,743	+2,932	$8,590
VTV	52,743	+2,932	$8,590
ISHARES TR (EFG)	77,447	+2,068	$8,038
EFG	77,447	+2,068	$8,038
VANGUARD INDEX FDS (VBK)	24,547	+592	$6,400
VBK	24,547	+592	$6,400
VANGUARD INTL EQUITY INDEX F (VSS)	42,860	+730	$5,008
VSS	42,860	+730	$5,008
VANGUARD INDEX FDS (VTI)	16,785	-195	$4,362
VTI	16,785	-195	$4,362
VANGUARD INDEX FDS (VBR)	21,202	+777	$4,068
VBR	21,202	+777	$4,068
VANGUARD INDEX FDS (VNQ)	39,944	+1,768	$3,454
VNQ	39,944	+1,768	$3,454
ALPHABET INC	21,210	+20	$3,229
GOOG	21,210	+20	$3,229
VANGUARD INDEX FDS (VOE)	19,188	+1,331	$2,992
VOE	19,188	+1,331	$2,992
VANGUARD INTL EQUITY INDEX F (VWO)	65,064	+5,061	$2,718
VWO	65,064	+5,061	$2,718
VANGUARD BD INDEX FDS (VUSB)	51,949	+1,750	$2,574
VUSB	51,949	+1,750	$2,574
VANGUARD BD INDEX FDS (BSV)	27,163	-44	$2,083
BSV	27,163	-44	$2,083
ISHARES U S ETF TR (COMT)	75,301	+5,029	$2,033
COMT	75,301	+5,029	$2,033
VANGUARD SCOTTSDALE FDS (VCSH)	20,016	+94	$1,547
VCSH	20,016	+94	$1,547
UBER TECHNOLOGIES INC	18,239	+489	$1,404
UBER	18,239	+489	$1,404
APPLE INC	7,793	+386	$1,336
AAPL	7,793	+386	$1,336
VANGUARD TAX MANAGED FDS (VEA)	16,382	+801	$822
VEA	16,382	+801	$822
MICROSOFT CORP	1,675	+1	$705
MSFT	1,675	+1	$705
VANGUARD INDEX FDS (VOO)	1,291	-199	$620
VOO	1,291	-199	$620
QUALCOMM INC	3,468	-307	$587
QCOM	3,468	-307	$587
INTUIT	897	UNCH	$583
INTU	897	UNCH	$583
CHEVRON CORP NEW	3,270	+42	$516
CVX	3,270	+42	$516
BERKSHIRE HATHAWAY INC DEL			$335
BRK.B	796	UNCH	$335
AMAZON COM INC	1,689	-696	$305
AMZN	1,689	-696	$305
NORTHERN LTS FD TR IV	6,050	UNCH	$305
SECT	6,050	UNCH	$305
AIRBNB INC	1,772	UNCH	$292
ABNB	1,772	UNCH	$292
META PLATFORMS INC	594	UNCH	$288
META	594	UNCH	$288
ISHARES TR (IVW)	3,251	+3	$275
IVW	3,251	+3	$275
ISHARES TR (IYW)	2,014	+1	$272
IYW	2,014	+1	$272
INVESCO QQQ TR	603	+54	$268
QQQ	603	+54	$268
ISHARES TR (IWM)	1,066	+3	$224
IWM	1,066	+3	$224
NORDSTROM INC	10,031	UNCH	$203
JWN	10,031	UNCH	$203
NORTHERN LTS FD TR IV	12,443	+0	$170
BUYW	12,443	UNCH	$170
TESLA INC	0	-967	$0 (exited)
TSLA	0	-967	$0

See Summary: Axiom Advisory LLC Top Holdings
See Details: Top 10 Stocks Held By Axiom Advisory LLC

Entity	Shares/Amount Change	Position Value Change
Biggest Exited Positions
TSLA	-967	-$240

Entity	Shares/Amount Change	Position Value Change
Biggest Position Increases
BND	+33,229	+$2,141
VWO	+5,061	+$252
COMT	+5,029	+$271
VTV	+2,932	+$1,143
EFG	+2,068	+$738
VNQ	+1,768	+$81
VUSB	+1,750	+$92
VOE	+1,331	+$403
VOT	+1,246	+$972
VEA	+801	+$76

Entity	Shares/Amount Change	Position Value Change
Biggest Position Decreases
AMZN	-696	-$57
QCOM	-307	+$41
VUG	-232	+$3,340
VOO	-199	-$31
VTI	-195	+$334
BSV	-44	-$12
BUYW	UNCH	+$2
JWN	UNCH	+$18
META	UNCH	+$78

Axiom Advisory LLC Info

Size ($ in 1000's)
At 03/31/2024: $135,892
At 12/31/2023: $124,250

Axiom Advisory LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Axiom Advisory LLC 13F filings. Link to 13F filings: SEC filings

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