Access Financial Services, Inc. Reduced Holdings in Q1 2025

Access Financial Services, Inc.

  • $164 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-136K
- 86.22%
$27.01 - $28.54 $3.66M - $3.87M
21.7K $597K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-105K
- 34.72%
$22.25 - $23.0 $2.34M - $2.42M
198K $4.54M
FTNT
Fortinet, Inc.

Technology
-6.22K
- 25.94%
$92.49 - $114.57 $576K - $713K
17.8K $1.71M
ARES
Ares Management Corp

Financial Services
-1.13K
- 9.92%
$140.19 - $198.28 $158K - $224K
10.2K $1.5M
AMZN
Amazon Com Inc

Consumer Cyclical
-266
- 1.78%
$190.26 - $242.06 $50.6K - $64.4K
14.7K $2.79M
XLK
Technology Sector Spdr

ETFs
-860
- 7.96%
$206.38 - $242.18 $177K - $208K
9.95K $2.05M
BKR
Baker Hughes CO

Energy
-10.4K
- 22.1%
$41.16 - $48.85 $426K - $506K
36.5K $1.6M
IVV
Ishares Core S&P 500 ETF

ETFs
-129
- 1.58%
$554.06 - $615.85 $71.5K - $79.4K
8.01K $4.5M
SPY
Spdr S&P 500 ETF Trust

ETFs
-291
- 23.93%
$551.42 - $612.93 $160K - $178K
925 $517K
IEF
Ishares Barclays

ETFs
-1.95K
- 25.94%
$91.17 - $95.39 $178K - $186K
5.56K $530K
JPM
Jpmorgan Chase & CO

Financial Services
-730
- 9.93%
$225.19 - $279.95 $164K - $204K
6.62K $1.62M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-631
- 2.56%
$64.88 - $72.1 $40.9K - $45.5K
24K $1.57M
PAYX
Paychex Inc

Industrials
-1.99K
- 15.48%
$136.06 - $154.52 $270K - $307K
10.8K $1.67M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-276
- 0.98%
$169.43 - $182.84 $46.8K - $50.5K
28K $4.85M
NXP
Nuveen Select Tax Free Income Portfolio

Financial Services
-495
- 0.46%
$14.19 - $15.01 $7.02K - $7.43K
107K $1.54M
LOW
Lowes Companies Inc

Consumer Cyclical
-42
- 0.79%
$222.66 - $268.42 $9.35K - $11.3K
5.28K $1.23M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-94
- 15.96%
$507.05 - $563.67 $47.7K - $53K
495 $254K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
-250
- 3.12%
$120.5 - $145.97 $30.1K - $36.5K
7.77K $1.02M
EOG
Eog Resources Inc

Energy
-853
- 7.29%
$120.54 - $138.05 $103K - $118K
10.8K $1.39M
APD
Air Products & Chemicals, Inc.

Basic Materials
-216
- 4.1%
$283.24 - $338.07 $61.2K - $73K
5.06K $1.49M
VIG
Vanguard Dividend Appreciation

ETFs
-20
- 0.84%
N/A
2.36K $429K
RGI
Invesco S&P 500 Equal Weight I

ETFs
-963
- 2.69%
N/A
34.8K $0
XEL
Xcel Energy Inc

Utilities
-220
- 3.57%
$63.37 - $72.1 $13.9K - $15.9K
5.94K $420K
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
-774
- 1.82%
$16.06 - $16.99 $12.4K - $13.2K
41.8K $696K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-3.63K
- 6.32%
$18.36 - $20.51 $66.6K - $74.5K
53.9K $1.07M
IBM
International Business Machines Corp

Technology
-733
- 10.15%
$217.4 - $264.74 $159K - $194K
6.49K $1.61M
XLV
Select Sector Spdr Fund Health

ETFs
-497
- 3.25%
$137.61 - $149.68 $68.4K - $74.4K
14.8K $2.14M
CVX
Chevron Corp

Energy
-813
- 8.47%
$146.71 - $167.97 $119K - $137K
8.79K $1.47M
GLD
Spdr Gold Trust

ETFs
-40
- 0.97%
$243.19 - $288.14 $9.73K - $11.5K
4.09K $1.18M
CBOE
Cboe Global Markets, Inc.

Financial Services
-59
- 0.76%
$190.84 - $226.29 $11.3K - $13.4K
7.72K $1.75M
RSG
Republic Services, Inc.

Industrials
-8
- 0.13%
$200.09 - $242.16 $1.6K - $1.94K
6.17K $1.49M
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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