Access Financial Services, Inc. Incresed Positions in Q4 2025

Access Financial Services, Inc.

  • $192 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
SCHX
Schwab Strategic Tr Us Large C

ETFs
110K
+ 7.83%
$25.85 - $27.19 $2.85M - $3M
1.52M $40.3M
XLK
Technology Sector Spdr

ETFs
6.99K
+ 73.39%
$278.39 - $304.13 $1.95M - $2.13M
16.5K $4.76M
SCHO
Schwab Short Term Us Treasury

ETFs
34.8K
+ 2.59%
$24.31 - $24.46 $847K - $852K
1.38M $33.6M
FNDE
Schwab Fundamental Emerging Mk

ETFs
12.7K
+ 8.58%
$34.78 - $37.69 $443K - $480K
161K $6.04M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
4.06K
+ 26.86%
$100.37 - $100.72 $407K - $409K
19.2K $1.93M
FNDX
Schwab Fundamental U S Large C

ETFs
6.91K
+ 1.53%
$25.68 - $26.95 $177K - $186K
459K $12.2M
FNDF
Schwab Fundamental Intl Large

ETFs
1.06K
+ 1.03%
$42.35 - $45.18 $44.7K - $47.7K
104K $4.65M
AMZN
Amazon Com Inc

Consumer Cyclical
55
+ 0.63%
$213.04 - $254.0 $11.7K - $14K
8.8K $2.07M
GOOGL
Alphabet Inc.

Communication Services
195
+ 11.52%
$236.57 - $291.31 $46.1K - $56.8K
1.89K $521K
LLY
Eli Lilly & CO

Healthcare
9
+ 2.38%
$799.57 - $1025.28 $7.2K - $9.23K
387 $395K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
990
+ 4.48%
$49.98 - $50.59 $49.5K - $50.1K
23.1K $1.16M
SLV
I Shares Silver Trust

ETFs
235
+ 2.43%
$42.4 - $49.17 $9.96K - $11.6K
9.9K $454K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
69
+ 15.68%
$600.51 - $631.95 $41.4K - $43.6K
509 $314K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
323
+ 0.58%
$23.02 - $24.23 $7.44K - $7.83K
55.6K $1.33M
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
750
+ 13.51%
$103.32 - $112.12 $77.5K - $84.1K
6.3K $650K
NVDA
Nvidia Corp

Technology
179
+ 5.87%
$179.83 - $207.04 $32.2K - $37.1K
3.23K $602K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
138
+ 0.55%
$76.84 - $80.86 $10.6K - $11.2K
25.1K $1.98M
IEFA
Ishares Tr

ETFs
113
+ 1.07%
$86.09 - $89.88 $9.73K - $10.2K
10.7K $951K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
141
+ 1.09%
$50.57 - $50.77 $7.13K - $7.16K
13.1K $661K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
30
+ 0.77%
$116.0 - $122.39 $3.48K - $3.67K
3.9K $463K
Listed Fds Tr
2.77K
+ 62.38%
N/A
7.22K $0
XONE
Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF

Industrial Goods
9.98K
+ 2.37%
N/A
432K $0
Aim ETF Products Trust
4.11K
+ 1.87%
N/A
223K $0
FTNT
Fortinet, Inc.

Technology
35
+ 0.2%
$80.54 - $87.52 $2.82K - $3.06K
17.6K $1.45M
HD
Home Depot, Inc.

Consumer Cyclical
18
+ 1.4%
$358.03 - $397.02 $6.44K - $7.15K
1.3K $466K
META
Meta Platforms, Inc.

Communication Services
9
+ 1.58%
$609.01 - $751.67 $5.48K - $6.77K
577 $351K
Activity Summary
Buys All Purchases 34 New Holdings 7 Increased Positions 27 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 0 Puts 0
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