Axxcess Wealth Management, LLC Purchases in Q4 2024

Axxcess Wealth Management, LLC

  • $3.96 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NOW
Service Now, Inc.

Technology
280
+ 0.11%
$867.18 - $1148.42 $243K - $322K
251K $267M
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
243K
New
$50.23 - $50.47 $12.2M - $12.3M
243K $12.2M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
46.2K
+ 183.64%
$198.04 - $221.51 $9.16M - $10.2M
71.4K $15M
SPD
Simplify Exch Trad Fds Us Eq P

ETFs
285K
New
$33.07 - $35.18 $9.42M - $10M
285K $9.5M
AMZN
Amazon Com Inc

Consumer Cyclical
2.68K
+ 1.02%
$180.88 - $232.93 $485K - $625K
265K $58.2M
TSLA
Tesla, Inc.

Consumer Cyclical
1.62K
+ 2.8%
$213.65 - $479.86 $347K - $779K
59.5K $24M
NVDA
Nvidia Corp

Technology
10.4K
+ 2.11%
$117.0 - $148.88 $1.22M - $1.55M
503K $67.6M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
69.7K
+ 11.8%
$100.16 - $100.7 $6.98M - $7.02M
661K $66.3M
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
239K
+ 3128.96%
$26.01 - $28.19 $6.22M - $6.74M
247K $6.45M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
51.1K
+ 6.01%
$91.29 - $91.8 $4.67M - $4.69M
902K $82.4M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
84.8K
+ 13.43%
$50.0 - $50.27 $4.24M - $4.26M
716K $35.9M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
28.9K
+ 5.29%
$58.39 - $67.04 $1.69M - $1.94M
577K $36.6M
SPYG
Spdr Portfolio

ETFs
42.1K
+ 809.03%
$81.74 - $91.38 $3.44M - $3.85M
47.3K $4.16M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
84.2K
+ 177.62%
$44.87 - $46.86 $3.78M - $3.95M
132K $5.91M
GBIL
Goldman Sachs Access Treasury

ETFs
32K
+ 1073.85%
$99.85 - $100.22 $3.2M - $3.21M
35K $3.5M
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
28.4K
New
$109.14 - $121.63 $3.1M - $3.46M
28.4K $3.12M
GOOG
Alphabet Inc.

Communication Services
1.16K
+ 0.97%
$163.08 - $198.16 $189K - $229K
121K $23M
WMT
Walmart Inc.

Consumer Defensive
3.8K
+ 1.4%
$79.1 - $95.7 $301K - $364K
274K $24.8M
IWM
Ishares Russell 2000 ETF

ETFs
12.9K
+ 36.9%
$216.13 - $242.4 $2.79M - $3.13M
47.9K $10.6M
IWY
Ishares Tr Russell 200 Growth

ETFs
9.94K
+ 29.4%
$216.72 - $244.71 $2.15M - $2.43M
43.8K $10.3M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
26.6K
+ 146.96%
$89.97 - $98.59 $2.4M - $2.63M
44.7K $4.25M
V
Visa Inc.

Financial Services
466
+ 0.85%
$273.87 - $320.91 $128K - $150K
55K $17.4M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
175K
+ 609.01%
$12.74 - $14.23 $2.23M - $2.49M
203K $2.64M
IYR
Ishares Tr

ETFs
24K
New
$90.74 - $102.87 $2.17M - $2.46M
24K $2.23M
BUFB
Innovator Etfs Tr Laddered Fd

ETFs
59.9K
+ 14.68%
$31.36 - $32.75 $1.88M - $1.96M
468K $15.1M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
27.9K
New
$73.49 - $86.09 $2.05M - $2.4M
27.9K $2.15M
QUAL
Ishares Msci Usa Quality Facto

ETFs
12K
+ 77.75%
$176.42 - $186.91 $2.11M - $2.24M
27.4K $4.88M
AOM
Ishares Tr Core Moderate Alloc

ETFs
48.3K
+ 647.62%
$43.44 - $45.05 $2.1M - $2.18M
55.8K $2.42M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
15.6K
New
$119.61 - $136.3 $1.86M - $2.12M
15.6K $1.92M
VONV
Vanguard Russell 1000 Value Et

ETFs
22.8K
New
$80.87 - $87.69 $1.84M - $2M
22.8K $1.85M
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
12K
New
$150.51 - $170.38 $1.81M - $2.04M
12K $1.83M
OMFL
Invesco Exchange Traded Self I

ETFs
32K
+ 85.41%
$52.49 - $56.58 $1.68M - $1.81M
69.5K $3.77M
BA
Boeing CO

Industrials
7.8K
+ 48.53%
$138.14 - $180.72 $1.08M - $1.41M
23.9K $4.22M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
35.8K
+ 143.45%
$49.74 - $50.43 $1.78M - $1.8M
60.7K $3.03M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
39.1K
+ 27.54%
$48.33 - $49.08 $1.89M - $1.92M
181K $8.76M
PBUS
Invesco ETF Tr Ii Purebeta Msc

ETFs
19.6K
+ 4.84%
$56.81 - $61.22 $1.12M - $1.2M
426K $25.1M
JNK
Spdr Bloomberg High Yield Bond

ETFs
17.8K
+ 159.73%
$94.77 - $97.36 $1.69M - $1.73M
28.9K $2.76M
NEAR
Blackrock Short Maturity Bond

ETFs
33.9K
+ 38.94%
$50.28 - $51.08 $1.71M - $1.73M
121K $6.12M
VB
Vanguard Small Cap ETF

ETFs
5.34K
+ 6.13%
$233.76 - $261.58 $1.25M - $1.4M
92.4K $22.2M
MSTR
Microstrategy Inc

Technology
4.31K
+ 215.5%
$162.69 - $473.83 $701K - $2.04M
6.31K $1.83M
GS
Goldman Sachs Group Inc

Financial Services
708
+ 5.48%
$486.1 - $608.57 $344K - $431K
13.6K $7.81M
MSFT
Microsoft Corp

Technology
7.33K
+ 3.8%
$406.35 - $454.46 $2.98M - $3.33M
200K $84.4M
VTI
Vanguard Total Stock Market Et

ETFs
3.87K
+ 9.22%
$280.04 - $302.45 $1.08M - $1.17M
45.9K $13.3M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
22.3K
+ 3.04%
$61.68 - $67.87 $1.37M - $1.51M
756K $47.1M
PANW
Palo Alto Networks Inc

Technology
9.74K
+ 370.52%
$181.96 - $405.9 $1.77M - $3.95M
12.4K $2.25M
ITM
Vaneck Intermediate Muni ETF

ETFs
29.4K
+ 555.58%
$45.56 - $46.97 $1.34M - $1.38M
34.7K $1.6M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
15.4K
+ 360.1%
N/A
19.7K $1.69M
XLF
Financial Sector Spdr

ETFs
26.2K
+ 161.28%
$44.89 - $51.34 $1.17M - $1.34M
42.4K $2.05M
BAC
Bank Of America Corp

Financial Services
10.4K
+ 5.3%
$39.22 - $47.77 $409K - $499K
207K $9.11M
Activity Summary
Buys All Purchases 447 New Holdings 70 Increased Positions 377 Sells All Sells 354 Reductions 354 Sold out 0 Options Calls 0 Puts 1
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