Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AXIOM FINANCIAL STRATEGIES LLC | 04-29-2024 | 03-31-2024 | 36 | 157,077,823 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | LARGE CAP ETF | 101 | $381,698 | 1,592 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| LOWES COS INC | COM | 102 | $271,542 | 1,066 | 0.00 | 0.00 | -45 | -4.05 | 03-31-2024 |
| CHEVRON CORP NEW | COM | 103 | $252,559 | 1,601 | 0.00 | 0.00 | -1 | -0.06 | 03-31-2024 |
| PEPSICO INC | COM | 104 | $246,239 | 1,407 | 0.00 | 0.00 | 11 | 0.79 | 03-31-2024 |
