Universe · entity
AXS Investments LLC
Institutional manager (13F) · CIK 1801467
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $203M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | INVESCO QQQ TRUST | $72M | 124,179 |
| 2 | SS SPDR S&P 500 ETF TRUST | $6M | 9,543 |
| 3 | PALANTIR TECHNOLOGIE CL A | $6M | 40,073 |
| 4 | META PLATFORMS INC | $5M | 8,066 |
| 5 | ALPHABET INC CL A | $5M | 16,006 |
| 6 | NVIDIA CORP COM | $5M | 25,862 |
| 7 | NETFLIX COM INC COM | $4M | 45,190 |
| 8 | STATE STREET SPDR BLOOMBERG CONV | $4M | 46,587 |
| 9 | ISHARES TR RESIDENTIAL MULT | $4M | 47,850 |
| 10 | ISHARES TR CRE U S REIT ETF | $4M | 66,350 |
| 11 | MICROSOFT CORP | $4M | 10,354 |
| 12 | JANUS DETROIT STR TR HENDRSON AAA CL | $4M | 74,636 |
| 13 | APPLE INC | $3M | 13,633 |
| 14 | PROSHARES TR ULTRAPRO SHORT Q | $3M | 42,689 |
| 15 | MASTERCARD INC CL A | $3M | 6,606 |
| 16 | MICRON TECHNOLOGY INC | $3M | 9,770 |
| 17 | ORACLE CORP | $3M | 22,291 |
| 18 | VERTIV HOLDINGS CO COM CL A | $3M | 12,500 |
| 19 | INTL BUSINESS MACHINES CORP | $3M | 11,332 |
| 20 | ISHARES U S ETF TR IT RT HDG HGYL | $2M | 28,387 |
| 21 | STATE STREET BLACKST SENIOR LOAN ETF | $2M | 60,287 |
| 22 | WISDOMTREE TR INTRST RATE HDGE | $2M | 107,225 |
| 23 | VANGUARD SCOTTSDALE SHRT-TERM CORP | $2M | 30,449 |
| 24 | VANGUARD SCOTTSDALE MTG-BKD SECS ETF | $2M | 51,370 |
| 25 | VANGUARD SCOTTSDALE SHORT TERM TREAS | $2M | 41,147 |
| 26 | VANGUARD MALVERN FDS STRM INFPROIDX | $2M | 48,191 |
| 27 | ISHARES 0-1 YEAR TREASURY BOND ETF | $2M | 21,803 |
| 28 | ALPS ETF TR ALERIAN MLP | $2M | 45,187 |
| 29 | PALO ALTO NETWORKS I COM | $2M | 14,285 |
| 30 | TESLA INC | $2M | 6,126 |
| 31 | SALESFORCE INC | $2M | 11,718 |
| 32 | APPLOVIN CORP COM CL A | $2M | 5,349 |
| 33 | BROADCOM INC | $2M | 6,834 |
| 34 | ASML HOLDING NV-NY REG SHS | $2M | 1,503 |
| 35 | AMAZON.COM INC | $2M | 9,087 |
| 36 | UBER TECHNOLOGIES INC | $2M | 25,959 |
| 37 | SPOTIFY COMMON | $2M | 3,716 |
| 38 | BERKSHIRE HATHAWAY INC | $2M | 3,571 |
| 39 | PROSHARES TR ULTRASHT SP500 | $2M | 22,120 |
| 40 | VANECK ETF TRUST MORTGAGE REIT | $2M | 158,507 |
| 41 | SERVICENOW INC COM | $2M | 14,372 |
| 42 | INTUIT INC | $1M | 3,432 |
| 43 | ACCENTURE PLC | $1M | 7,336 |
| 44 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $1M | 4,300 |
| 45 | PROSHARES SHORTT PSHS SHRT S&P500 | $1M | 37,000 |
| 46 | TE CONNECTIVITY PLC | $1M | 6,711 |
| 47 | PRINCIPAL SPECTRUM PREFERRED AND INCOME | $1M | 73,183 |
| 48 | FORTRESS TRANS INFRS COM REP LTD LIAB | $1M | 5,500 |
| 49 | ADVANCED MICRO DEVICES | $1M | 6,359 |
| 50 | ADOBE INC | $1M | 5,049 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.