Access Financial Services, Inc. Reduced Holdings in Q4 2024

Access Financial Services, Inc.

  • $169 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-374K
- 55.2%
$22.39 - $23.45 $8.37M - $8.76M
303K $6.97M
IEF
Ishares Barclays

ETFs
-17K
- 69.37%
$92.08 - $98.18 $1.57M - $1.67M
7.51K $694K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
-7.86K
- 6.79%
$94.79 - $95.69 $745K - $753K
108K $10.2M
CE
Celanese Corp

Basic Materials
-2.73K
- 29.19%
$67.03 - $136.68 $183K - $374K
6.63K $459K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-14.1K
- 26.5%
$27.09 - $32.06 $381K - $451K
39K $1.09M
ECH
Ishares Inc Mcsi Chile ETF

ETFs
-12.8K
- 11.26%
$24.87 - $26.98 $318K - $345K
101K $2.53M
LMT
Lockheed Martin Corp

Industrials
-266
- 7.19%
$479.66 - $614.62 $128K - $163K
3.44K $1.67M
ILF
Ishares Latin America 40 ETF

ETFs
-7.51K
- 13.2%
$20.91 - $26.09 $157K - $196K
49.4K $1.03M
XLV
Select Sector Spdr Fund Health

ETFs
-639
- 4.01%
$136.28 - $154.74 $87.1K - $98.9K
15.3K $2.1M
AMGN
Amgen Inc

Healthcare
-117
- 3.27%
$258.78 - $328.31 $30.3K - $38.4K
3.46K $901K
KO
Coca Cola CO

Consumer Defensive
-58
- 0.27%
$61.74 - $71.71 $3.58K - $4.16K
21.1K $1.31M
UPS
United Parcel Service Inc

Industrials
-807
- 9.14%
$122.65 - $138.35 $99K - $112K
8.03K $1.01M
IBM
International Business Machines Corp

Technology
-749
- 9.4%
$204.9 - $238.04 $153K - $178K
7.22K $1.59M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-358
- 1.25%
$174.22 - $187.62 $62.4K - $67.2K
28.3K $4.95M
LOW
Lowes Companies Inc

Consumer Cyclical
-82
- 1.52%
$244.52 - $284.07 $20.1K - $23.3K
5.32K $1.31M
NPO
Enpro Industries, Inc

Industrials
-1.06K
- 29.61%
$145.61 - $195.16 $155K - $207K
2.53K $435K
MSFT
Microsoft Corp

Technology
-105
- 1.0%
$406.35 - $454.46 $42.7K - $47.7K
10.4K $4.36M
EWZS
Ishares Msci Brazil Small Cap

ETFs
-692
- 1.97%
$9.22 - $12.69 $6.38K - $8.78K
34.5K $319K
CAG
Conagra Brands Inc.

Consumer Defensive
-1.68K
- 12.7%
$26.48 - $32.72 $44.4K - $54.9K
11.5K $320K
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
-847
- 1.95%
$15.84 - $17.86 $13.4K - $15.1K
42.5K $685K
CVX
Chevron Corp

Energy
-437
- 4.35%
$141.15 - $162.53 $61.7K - $71K
9.6K $1.39M
PG
Procter & Gamble CO

Consumer Defensive
-104
- 1.38%
$161.05 - $179.7 $16.7K - $18.7K
7.43K $1.25M
VCIF
Vertical Capital Income Fund

Financial Services
-4.42K
- 8.15%
N/A
49.8K $408K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
-293
- 3.52%
$125.5 - $148.67 $36.8K - $43.6K
8.02K $1.06M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-277
- 2.16%
$50.37 - $50.6 $14K - $14K
12.5K $632K
GLD
Spdr Gold Trust

ETFs
-50
- 1.2%
$236.59 - $257.5 $11.8K - $12.9K
4.13K $999K
DVY
Ishares Tr

ETFs
-7
- 0.3%
$129.55 - $143.41 $907 - $1K
2.32K $304K
XEL
Xcel Energy Inc

Utilities
-329
- 5.07%
$62.16 - $72.92 $20.5K - $24K
6.16K $415K
FAST
Fastenal CO

Industrials
-69
- 0.98%
$69.99 - $84.35 $4.83K - $5.82K
6.97K $501K
AZBL
Aim ETF Prods Tr Allianzim Us

Technology
-3.83K
- 21.71%
N/A
13.8K $0
Aim ETF Products Trust
-86.2K
- 73.38%
N/A
31.3K $0
Aim ETF Products Trust
-4.53K
- 1.58%
N/A
283K $0
RGI
Invesco S&P 500 Equal Weight I

ETFs
-1.25K
- 3.38%
N/A
35.7K $0
Valued Advisers Tr
-136K
- 62.99%
N/A
80K $0
VOX
Vanguard Communication Service

ETFs
-79
- 3.35%
$144.31 - $163.57 $11.4K - $12.9K
2.28K $353K
XLK
Technology Sector Spdr

ETFs
-271
- 2.45%
$220.26 - $241.44 $59.7K - $65.4K
10.8K $2.51M
XLC
Select Sector Spdr Tr Communic

ETFs
-65
- 1.61%
$89.66 - $102.16 $5.83K - $6.64K
3.97K $384K
GOOGL
Alphabet Inc.

Communication Services
-59
- 3.37%
$161.86 - $196.66 $9.55K - $11.6K
1.69K $320K
GOOG
Alphabet Inc.

Communication Services
-80
- 2.77%
$163.08 - $198.16 $13K - $15.9K
2.81K $535K
PAYX
Paychex Inc

Industrials
-149
- 1.15%
$135.86 - $148.73 $20.2K - $22.2K
12.8K $1.8M
IVV
Ishares Core S&P 500 ETF

ETFs
-10
- 0.12%
$570.51 - $610.59 $5.71K - $6.11K
8.14K $4.79M
DLR
Digital Realty Trust, Inc.

Real Estate
-126
- 1.53%
$156.46 - $195.69 $19.7K - $24.7K
8.09K $1.44M
AAPL
Apple Inc.

Technology
-120
- 1.25%
$221.69 - $259.02 $26.6K - $31.1K
9.45K $2.37M
JPM
Jpmorgan Chase & CO

Financial Services
-105
- 1.41%
$205.18 - $250.29 $21.5K - $26.3K
7.35K $1.76M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.61K
- 9.72%
$180.88 - $232.93 $291K - $375K
14.9K $3.28M
ARES
Ares Management Corp

Financial Services
-200
- 1.73%
$153.38 - $183.7 $30.7K - $36.7K
11.4K $2.01M
BKR
Baker Hughes CO

Energy
-36
- 0.08%
$35.98 - $44.88 $1.3K - $1.62K
46.9K $1.92M
FTNT
Fortinet, Inc.

Technology
-1.16K
- 4.63%
$76.49 - $99.21 $89K - $115K
24K $2.27M
Activity Summary
Buys All Purchases 42 New Holdings 8 Increased Positions 34 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
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