Axis Wealth Partners, LLC
13F Portfolio Filings
Most recent 13F
Q1 2025
Location
East Providence, RI
CIK
0002052531
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2025
140
135,321
FBND, DGRW, VYMI, VOO
13F-HR
4/28/2025
000206336425000049
Q4 2024
130
118,655
DGRW, FBND, VOO, VYMI
13F-HR
2/7/2025
000205253125000002