0001801467-21-000003.txt : 20210510
0001801467-21-000003.hdr.sgml : 20210510
20210510110820
ACCESSION NUMBER: 0001801467-21-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210331
FILED AS OF DATE: 20210510
DATE AS OF CHANGE: 20210510
EFFECTIVENESS DATE: 20210510
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: AXS Investments LLC
CENTRAL INDEX KEY: 0001801467
IRS NUMBER: 842804667
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-21176
FILM NUMBER: 21905680
BUSINESS ADDRESS:
STREET 1: 181 WESTCHESTER AVE
STREET 2: SUITE 402
CITY: PORT CHESTER
STATE: NY
ZIP: 10573
BUSINESS PHONE: 833-297-2587
MAIL ADDRESS:
STREET 1: 181 WESTCHESTER AVE
STREET 2: SUITE 402
CITY: PORT CHESTER
STATE: NY
ZIP: 10573
13F-HR
1
primary_doc.xml
13F-HR
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false
true
false
0001801467
XXXXXXXX
03-31-2021
03-31-2021
AXS Investments LLC
181 WESTCHESTER AVE
SUITE 402
PORT CHESTER
NY
10573
13F HOLDINGS REPORT
028-21176
N
Mark Lacuesta
CCO
914-639-2903
Mark Lacuesta
Port Chester
NY
05-10-2021
0
156
281384
false
INFORMATION TABLE
2
axs13fq12021.xml
3M Corp
COM
88579Y101
1126
5845
SH
SOLE
5845
0
0
Abbott Laboratories
COM
002824100
2874
23982
SH
SOLE
23982
0
0
Abbvie Inc
COM
00287Y109
380
3508
SH
SOLE
3508
0
0
Accenture Plc - Cl A
COM
G1151C101
11770
42608
SH
SOLE
42608
0
0
Activision Blizzard Inc
COM
00507V109
4341
46682
SH
SOLE
46682
0
0
Adobe Inc
COM
00724F101
6430
13527
SH
SOLE
13527
0
0
Advanced Micro Devices Inc
COM
007903107
345
4392
SH
SOLE
4392
0
0
Agilent Technologies Inc
COM
00846U101
466
3666
SH
SOLE
3666
0
0
Air Products and Chemicals Inc
COM
009158106
385
1370
SH
SOLE
1370
0
0
Align Technology Inc
COM
016255101
485
896
SH
SOLE
896
0
0
Alphabet Inc Class A
COM
02079K305
7646
3707
SH
SOLE
3707
0
0
Altria Group Inc
COM
02209S103
547
10693
SH
SOLE
10693
0
0
Amazon Com Inc
COM
023135106
1996
645
SH
SOLE
645
0
0
American Tower Corp
COM
03027X100
209
874
SH
SOLE
874
0
0
Ansys Inc
COM
03662Q105
1903
5605
SH
SOLE
5605
0
0
Anthem Inc
COM
036752103
1097
3055
SH
SOLE
3055
0
0
Apple Inc
COM
037833100
6683
54709
SH
SOLE
54709
0
0
Applied Materials Inc
COM
038222105
406
3041
SH
SOLE
3041
0
0
AT & T Inc
COM
00206R102
220
7273
SH
SOLE
7273
0
0
Autodesk Inc
COM
052769106
3929
14176
SH
SOLE
14176
0
0
Automatic Data Processing Inc
COM
053015103
5350
28387
SH
SOLE
28387
0
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Baidu Inc. Sponsored ADR
COM
056752108
226
1040
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1040
0
0
Bank of America Corporation
COM
060505104
613
15832
SH
SOLE
15832
0
0
Baxter International Inc
COM
071813109
519
6150
SH
SOLE
6150
0
0
Becton Dickinson & Co
COM
075887109
838
3446
SH
SOLE
3446
0
0
Berkshire Hathaway Inc - Cl B
COM
084670702
5018
19644
SH
SOLE
19644
0
0
Blackrock Inc
COM
09247X101
225
299
SH
SOLE
299
0
0
Boeing Co
COM
097023105
1459
5727
SH
SOLE
5727
0
0
Boston Scientific Corp
COM
101137107
672
17382
SH
SOLE
17382
0
0
Broadcom Inc
COM
11135F101
519
1119
SH
SOLE
1119
0
0
Cadence Design System Inc
COM
127387108
2496
18217
SH
SOLE
18217
0
0
Caterpillar Inc Del
COM
149123101
1274
5494
SH
SOLE
5494
0
0
Centene Corp Del
COM
15135B101
378
5916
SH
SOLE
5916
0
0
Chevron Corp
COM
166764100
362
3454
SH
SOLE
3454
0
0
Cigna Corporation
COM
125523100
987
4081
SH
SOLE
4081
0
0
Cisco Systems Inc
COM
17275R102
819
15841
SH
SOLE
15841
0
0
Citigroup Inc
COM
172967424
314
4322
SH
SOLE
4322
0
0
Coca Cola Co
COM
191216100
1248
23677
SH
SOLE
23677
0
0
Cognizant Technology Solutio
COM
192446102
2945
37694
SH
SOLE
37694
0
0
Colgate Palmolive Co
COM
194162103
409
5193
SH
SOLE
5193
0
0
Comcast Corp New
COM
20030N101
204
3779
SH
SOLE
3779
0
0
Corteva Inc
COM
22052L104
274
5884
SH
SOLE
5884
0
0
Costar Group Inc
COM
22160N109
1979
2408
SH
SOLE
2408
0
0
CROWDSTRIKE HLDGS INC-A
COM
22788C105
2223
12178
SH
SOLE
12178
0
0
Cummins Inc
COM
231021106
273
1055
SH
SOLE
1055
0
0
CVS Health Corporation
COM
126650100
1334
17726
SH
SOLE
17726
0
0
Danaher Corp Del
COM
235851102
1817
8071
SH
SOLE
8071
0
0
Dexcom Inc
COM
252131107
382
1064
SH
SOLE
1064
0
0
Direxion Daily S&P 500 Bull 3X Sh
COM
25459W862
752
8850
SH
SOLE
8850
0
0
DocuSign Inc.
COM
256163106
2397
11842
SH
SOLE
11842
0
0
Dow Inc
COM
260557103
278
4353
SH
SOLE
4353
0
0
DUPONT DE NEMOURS INC
COM
26614N102
374
4844
SH
SOLE
4844
0
0
Ebay Inc
COM
278642103
2980
48653
SH
SOLE
48653
0
0
Ecolab Inc
COM
278865100
359
1676
SH
SOLE
1676
0
0
Edwards Lifesciences Corp
COM
28176E108
632
7553
SH
SOLE
7553
0
0
Electronic Arts Inc
COM
285512109
2964
21896
SH
SOLE
21896
0
0
Eli Lilly & Co
COM
532457108
600
3213
SH
SOLE
3213
0
0
Energy Select Sector SPDR Fund
COM
81369Y506
915
18650
SH
SOLE
18650
0
0
Estee Lauder Cos Inc
COM
518439104
370
1273
SH
SOLE
1273
0
0
ExxonMobil Corp
COM
30231G102
425
7608
SH
SOLE
7608
0
0
Facebook Inc - A Shs
COM
30303M102
8059
27361
SH
SOLE
27361
0
0
Financial Sell Sector SPDR Fd
COM
81369Y605
773
22700
SH
SOLE
22700
0
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Fortune Brands Home & Sec LLC
COM
34964C106
324
3380
SH
SOLE
3380
0
0
Franco-Nevada Corporation
COM
351858105
313
2500
SH
SOLE
2500
0
0
Freeport-McMoran Inc
COM
35671D857
316
9586
SH
SOLE
9586
0
0
Garmin Ltd
COM
H2906T109
254
1930
SH
SOLE
1930
0
0
General Electric Co
COM
369604103
1061
80840
SH
SOLE
80840
0
0
Goldman Sachs Group Inc
COM
38141G104
233
714
SH
SOLE
714
0
0
HCA Healthcare Inc
COM
40412C101
601
3189
SH
SOLE
3189
0
0
Home Depot Inc
COM
437076102
458
1499
SH
SOLE
1499
0
0
Honeywell International Inc
COM
438516106
1546
7121
SH
SOLE
7121
0
0
Humana Inc
COM
444859102
631
1504
SH
SOLE
1504
0
0
Idexx Labs Inc
COM
45168D104
505
1033
SH
SOLE
1033
0
0
Illumina Inc
COM
452327109
603
1570
SH
SOLE
1570
0
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Intel Corp
COM
458140100
968
15118
SH
SOLE
15118
0
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International Business Machines
COM
459200101
8367
62786
SH
SOLE
62786
0
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Intuit
COM
461202103
6080
15872
SH
SOLE
15872
0
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Intuitive Surgical Inc
COM
46120E602
905
1225
SH
SOLE
1225
0
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Invesco BuyBack Achievers ET
COM
46137V308
926
11000
SH
SOLE
11000
0
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Invesco QQQ Trust Ser 1
COM
46090E103
1427
4500
SH
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4500
0
0
Invesco S&P 500 Eq Weight ETF
COM
46137V357
992
7000
SH
SOLE
7000
0
0
iShares Core Dividend Growth ETF
COM
46434V621
917
19000
SH
SOLE
19000
0
0
iShares Core MSCI Emerging Mkts
COM
46434G103
422
6550
SH
SOLE
6550
0
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Johnson & Johnson
COM
478160104
860
5233
SH
SOLE
5233
0
0
JP Morgan Chase & Co
COM
46625H100
963
6328
SH
SOLE
6328
0
0
Juniper Networks Inc
COM
48203R104
451
17820
SH
SOLE
17820
0
0
Kimberly Clark Corp
COM
494368103
273
1962
SH
SOLE
1962
0
0
Lam Research Corp
COM
512807108
423
710
SH
SOLE
710
0
0
Linde Public Limited Co
COM
G5494J103
971
3467
SH
SOLE
3467
0
0
Lockheed Martin Corp
COM
539830109
985
2666
SH
SOLE
2666
0
0
Mastercard Inc - Class A
COM
57636Q104
6564
18435
SH
SOLE
18435
0
0
Match Group Inc.
COM
57667L107
2160
15725
SH
SOLE
15725
0
0
Medtronic Plc
COM
G5960L103
2043
17296
SH
SOLE
17296
0
0
Mercadolibre Inc
COM
58733R102
3764
2557
SH
SOLE
2557
0
0
Merck & Co Inc
COM
58933Y105
624
8097
SH
SOLE
8097
0
0
Micron Technology Inc
COM
595112103
367
4156
SH
SOLE
4156
0
0
Microsoft Corp
COM
594918104
7498
31802
SH
SOLE
31802
0
0
Microstrategy Inc
COM
594972408
339
500
SH
SOLE
500
0
0
Moderna Inc.
COM
60770K107
672
5130
SH
SOLE
5130
0
0
Mondelez International Inc
COM
609207105
506
8651
SH
SOLE
8651
0
0
Monolithic Power Systems
COM
609839105
389
1100
SH
SOLE
1100
0
0
Netflix Com Inc
COM
64110L106
6468
12399
SH
SOLE
12399
0
0
Newmont Mining Corp
COM
651639106
301
4987
SH
SOLE
4987
0
0
Nvidia Corp
COM
67066G104
1146
2146
SH
SOLE
1246
0
0
Okta Inc
COM
679295105
1691
7672
SH
SOLE
7672
0
0
Oracle Corp
COM
68389X105
9223
131443
SH
SOLE
131443
0
0
Palo Alto Networks Inc
COM
697435105
2157
6699
SH
SOLE
6699
0
0
Paypal Holdings Inc
COM
70450Y103
6188
25482
SH
SOLE
25482
0
0
Pepsico Inc
COM
713448108
1186
8386
SH
SOLE
8386
0
0
Pfizer Inc
COM
717081103
746
20586
SH
SOLE
20586
0
0
Philip Morris International Inc
COM
718172109
795
8961
SH
SOLE
8961
0
0
Pinterest Inc
COM
72352L106
2381
32163
SH
SOLE
32163
0
0
PPG Industies Inc
COM
693506107
222
1479
SH
SOLE
1479
0
0
Procter & Gamble Co
COM
742718109
2354
17380
SH
SOLE
17380
0
0
Proshares S&P500 Aristocrats
COM
74348A467
949
11000
SH
SOLE
11000
0
0
ProShares UltraPro S&P 500
COM
74347X864
754
8350
SH
SOLE
8350
0
0
PVH Corp
COM
693656100
230
2180
SH
SOLE
2180
0
0
Qualcomm Inc
COM
747525103
560
4221
SH
SOLE
4221
0
0
Raytheon Technologies Corp
COM
75513E101
1198
15503
SH
SOLE
15503
0
0
Resmed Inc
COM
761152107
312
1610
SH
SOLE
1610
0
0
Roper Technologies Inc
COM
776696106
2583
6405
SH
SOLE
6405
0
0
Salesforce.com Inc
COM
79466L302
5455
25747
SH
SOLE
25747
0
0
ServiceNow Inc
COM
81762P102
5815
11628
SH
SOLE
11628
0
0
Sherwin Williams CO
COM
824348106
403
546
SH
SOLE
546
0
0
SNAP Inc Class A
COM
83304A106
3126
59775
SH
SOLE
59775
0
0
SPDR S&P 500 ETF Trust
COM
78462F103
5945
15000
SH
SOLE
15000
0
0
Spotify Technology S.A.
COM
L8681T102
1779
6641
SH
SOLE
6641
0
0
Stryker Corp
COM
863667101
1077
4423
SH
SOLE
4423
0
0
SVB Financial Group
COM
78486Q101
484
980
SH
SOLE
980
0
0
Synopsys Inc
COM
871607107
2248
9072
SH
SOLE
9072
0
0
Teladoc Health Inc
COM
87918A105
341
1876
SH
SOLE
1876
0
0
Tesla Inc
COM
88160R101
1093
1636
SH
SOLE
1636
0
0
Texas Instruments Inc
COM
882508104
615
3255
SH
SOLE
3255
0
0
The Trade Desk Inc
COM
88339J105
1758
2697
SH
SOLE
2697
0
0
Thermo Fisher Scientific Inc
COM
883556102
2445
5358
SH
SOLE
5358
0
0
Trip.com Group Limited
COM
89677Q107
340
8590
SH
SOLE
8590
0
0
TripAdvisor Inc
COM
896945201
259
4820
SH
SOLE
4820
0
0
Twilio Inc
COM
90138F102
3269
9594
SH
SOLE
9594
0
0
Twitter Inc
COM
90184L102
3499
54984
SH
SOLE
54984
0
0
US Global Jets ETF
COM
26922A842
878
32640
SH
SOLE
32640
0
0
Uber Technologies Inc
COM
90353T100
5860
107496
SH
SOLE
107496
0
0
Union Pacific Corp
COM
907818108
1518
6888
SH
SOLE
6888
0
0
United Parcel Service Inc Cl B
COM
911312106
1220
7175
SH
SOLE
7175
0
0
UnitedHealth Group Inc
COM
91324P102
4502
12100
SH
SOLE
12100
0
0
Universal Health Services Inc
COM
913903100
289
2170
SH
SOLE
2170
0
0
Veeva Systems Inc Class A
COM
922475108
426
1631
SH
SOLE
1631
0
0
Verizon Communications Inc
COM
92343V104
246
4223
SH
SOLE
4223
0
0
Visa Inc Class A Shrs
COM
92826C839
6471
30563
SH
SOLE
30563
0
0
Walmart Inc
COM
931142103
1166
8582
SH
SOLE
8582
0
0
Walt Disney Co
COM
254687106
464
2517
SH
SOLE
2517
0
0
Wells Fargo & Co
COM
949746101
334
8554
SH
SOLE
8554
0
0
West Pharmaceutical Svsc Inc
COM
955306105
482
1710
SH
SOLE
1710
0
0
Western Digital Corp
COM
958102105
590
8840
SH
SOLE
8840
0
0
Workday Inc Class A
COM
98138H101
2812
11320
SH
SOLE
11320
0
0
Zimmer Biomet Holdings Inc
COM
98956P102
407
2542
SH
SOLE
2542
0
0
Zoom Video Communications
COM
98980L101
4350
13538
SH
SOLE
13538
0
0