Access Financial Services, Inc. Incresed Positions in Q1 2025

Access Financial Services, Inc.

  • $164 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FNDX
Schwab Fundamental U S Large C

ETFs
135K
+ 39.04%
$23.03 - $25.01 $3.1M - $3.37M
480K $11.2M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
16.3K
+ 15.13%
$94.87 - $96.11 $1.55M - $1.57M
124K $11.9M
FNDF
Schwab Fundamental Intl Large

ETFs
13.3K
+ 13.7%
$32.9 - $37.45 $436K - $496K
110K $4.01M
KO
Coca Cola CO

Consumer Defensive
7.36K
+ 34.89%
$60.81 - $72.32 $448K - $532K
28.5K $2.04M
PG
Procter & Gamble CO

Consumer Defensive
3.39K
+ 45.64%
$158.56 - $176.26 $538K - $598K
10.8K $1.84M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.11K
+ 19.35%
$208.48 - $244.03 $232K - $272K
6.87K $1.68M
QCOM
Qualcomm Inc

Technology
2.79K
+ 35.43%
$151.94 - $175.86 $425K - $491K
10.7K $1.64M
XLC
Select Sector Spdr Tr Communic

ETFs
3.02K
+ 75.96%
$94.84 - $105.31 $286K - $318K
6.99K $669K
AMGN
Amgen Inc

Healthcare
329
+ 9.51%
$258.59 - $327.36 $85.1K - $108K
3.79K $1.18M
ABBV
Abb Vie Inc.

Healthcare
101
+ 1.38%
$169.2 - $216.66 $17.1K - $21.9K
7.41K $1.55M
WSO
Watsco Inc

Industrials
205
+ 6.39%
$463.86 - $530.75 $95.1K - $109K
3.41K $1.73M
VLO
Valero Energy Corp

Energy
526
+ 5.16%
$121.76 - $142.99 $64K - $75.2K
10.7K $1.42M
IXUS
Ishares Tr

ETFs
1.02K
+ 19.8%
$65.06 - $72.31 $66.2K - $73.6K
6.16K $430K
RFI
Cohen & Steers Total Return Realty Fund Inc

Financial Services
2.78K
+ 3.78%
$11.44 - $12.4 $31.7K - $34.4K
76.1K $920K
IEFA
Ishares Tr

ETFs
70
+ 0.62%
$69.57 - $78.65 $4.87K - $5.51K
11.4K $864K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
460
+ 4.02%
$126.11 - $135.06 $58K - $62.1K
11.9K $1.52M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
527
+ 16.62%
$100.32 - $100.76 $52.9K - $53.1K
3.7K $371K
FAST
Fastenal CO

Industrials
10
+ 0.14%
$71.11 - $79.98 $711 - $800
6.98K $541K
BND
Vanguard Bd Index Fd Inc Total

ETFs
64
+ 0.83%
$71.17 - $73.66 $4.55K - $4.71K
7.76K $568K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
84
+ 0.67%
$50.39 - $50.66 $4.23K - $4.26K
12.6K $639K
DVY
Ishares Tr

ETFs
1
+ 0.04%
$128.58 - $138.1 $129 - $138
2.32K $307K
Pimco ETF Tr
165K
+ 121.9%
N/A
300K $0
Aim ETF Products Trust
441K
+ 139.28%
N/A
758K $0
XONE
Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF

Industrial Goods
200K
+ 125.32%
N/A
359K $0
Listed Fd Tr
7.7K
+ 2.93%
N/A
270K $0
SCHB
Schwab Strategic Tr Us Broad M

ETFs
415
+ 2.8%
$21.23 - $23.75 $8.81K - $9.86K
15.2K $326K
LMT
Lockheed Martin Corp

Industrials
245
+ 7.13%
$423.19 - $506.29 $104K - $124K
3.68K $1.64M
SCHA
Schwab Strategic Tr Us Small C

ETFs
1
+ 0.01%
$23.16 - $27.04 $23.2 - $27
11.2K $262K
NVDA
Nvidia Corp

Technology
325
+ 10.65%
$106.98 - $149.43 $34.8K - $48.6K
3.38K $366K
GOOG
Alphabet Inc.

Communication Services
125
+ 4.44%
$156.06 - $207.71 $19.5K - $26K
2.94K $459K
DLR
Digital Realty Trust, Inc.

Real Estate
923
+ 11.4%
$142.1 - $183.56 $131K - $169K
9.02K $1.29M
MSFT
Microsoft Corp

Technology
624
+ 6.03%
$375.39 - $447.2 $234K - $279K
11K $4.12M
SCHX
Schwab Strategic Tr Us Large C

ETFs
64.5K
+ 4.23%
$21.75 - $24.28 $1.4M - $1.57M
1.59M $34.9M
Activity Summary
Buys All Purchases 47 New Holdings 13 Increased Positions 34 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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