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Giselle Casella

Axim Planning & Wealth

Assets Managed
$82.441M
Holdings
83
Last Quarter
2026 - Q1
Filed Date
28d ago
Growth Rate
-13.28%(2Q avg: -19.13%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Axim Planning & Wealth's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 83 positions.

Assets under management

The assets under management (AUM) of Axim Planning & Wealth over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 82.441M in assets, with a quarterly growth rate of -13.28% and a 2-quarter average growth rate of -19.13%. The portfolio is managed by Giselle Casella, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
EH
Ehang Holdings Ltd-sps Adr
Recent Activity
Decreased -1.76%
48.44%
$39.928M
4.112M shares@ $9.72 avg price
HPF
John Hancock Prefer Inc Ii
Recent Activity
Decreased -15.71%
5.16%
$4.25M
272,251 shares@ $15.61 avg price
BIL
Spdr Bloomberg 1-3 Month T-b
Recent Activity
Increased 44.1%
2.82%
$2.32M
25,321 shares@ $91.64 avg price
ARCM
Arrow Reserve Cap Mgmt Etf
Recent Activity
Increased 68.76%
1.95%
$1.603M
16,020 shares@ $100.07 avg price
NIO
Nio Inc - Adr
Recent Activity
Decreased -2.65%
1.4%
$1.147M
190,294 shares@ $6.04 avg price
BTAL
Agf Us Market Neutral Anti-b
Recent Activity
Increased 24.17%
1.29%
$1.057M
75,708 shares@ $13.97 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 48.37%
1.13%
$924,314
2,497 shares@ $370.17 avg price
GROZ
Zacks Focus Growth Etf
Recent Activity
Increased 11.88%
1.1%
$904,822
32,823 shares@ $27.57 avg price
XLK
Technology Select Sect Spdr
Recent Activity
Decreased -0.62%
1.1%
$903,853
6,801 shares@ $132.91 avg price
CLF
Cleveland-cliffs Inc
Recent Activity
Increased 24.42%
1.02%
$839,727
99,376 shares@ $8.45 avg price

1-10 of 83