Axxcess Wealth Management, LLC Purchases in Q3 2025

Axxcess Wealth Management, LLC

  • $4.58 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
552K
New
$202.38 - $256.87 $112M - $142M
552K $140M
DDWM
Wisdomtree Tr Currency Hedged

ETFs
1.11M
New
$39.39 - $42.09 $43.8M - $46.8M
1.11M $46.4M
VV
Vanguard Large Cap ETF

ETFs
6.8K
+ 0.65%
$285.05 - $309.14 $1.94M - $2.1M
1.05M $323M
GOOGL
Alphabet Inc.

Communication Services
2.64K
+ 1.35%
$174.36 - $254.72 $461K - $673K
199K $48.3M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
110K
+ 6.28%
$97.75 - $100.75 $10.7M - $11.1M
1.86M $186M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
180K
+ 9.78%
$39.8 - $42.86 $7.16M - $7.71M
2.02M $86.4M
PAVE
Global X Fds Us Infrastructure

ETFs
141K
+ 16.67%
$44.02 - $47.63 $6.22M - $6.73M
990K $47.1M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
13.7K
+ 45.48%
$567.77 - $614.76 $7.78M - $8.42M
43.8K $26.8M
PBUS
Invesco ETF Tr Ii Purebeta Msc

ETFs
88.9K
+ 16.31%
$62.11 - $67.12 $5.52M - $5.97M
634K $42.5M
TSLA
Tesla, Inc.

Consumer Cyclical
564
+ 0.88%
$293.94 - $444.72 $166K - $251K
64.9K $28.9M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
65.1K
+ 7.55%
$62.09 - $66.51 $4.04M - $4.33M
927K $60.5M
IDEV
Ishares Core Msci Intl Develop

ETFs
21.4K
+ 1.7%
$74.68 - $80.26 $1.6M - $1.72M
1.28M $103M
ORCL
Oracle Corp

Technology
10.4K
+ 17.69%
$218.96 - $328.33 $2.28M - $3.42M
69.2K $19.5M
UPRO
Proshares Trust Proshares Ultr

ETFs
24.6K
+ 13.45%
$91.26 - $112.39 $2.25M - $2.77M
208K $23.1M
MSFT
Microsoft Corp

Technology
3.41K
+ 1.64%
$491.09 - $535.64 $1.67M - $1.83M
212K $110M
TNA
Direxion Daily Small Cap Bull

ETFs
129K
New
$32.54 - $47.12 $4.19M - $6.07M
129K $5.82M
PLTR
Palantir Technologies Inc.

Technology
6.59K
+ 6.91%
$130.68 - $186.97 $861K - $1.23M
102K $18.6M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
67.7K
+ 208.66%
$72.65 - $78.68 $4.92M - $5.32M
100K $7.84M
VB
Vanguard Small Cap ETF

ETFs
11.6K
+ 8.7%
$237.58 - $259.17 $2.74M - $2.99M
144K $36.7M
APP
App Lovin Corp

Technology
1.97K
+ 20.68%
$335.1 - $718.54 $661K - $1.42M
11.5K $8.27M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
39.8K
+ 6.02%
$42.67 - $46.91 $1.7M - $1.87M
702K $32.8M
VO
Vanguard Mid Cap ETF

ETFs
3.6K
+ 1.44%
$279.83 - $293.74 $1.01M - $1.06M
254K $74.5M
SDS
Proshares Tr Ultrashort S&P 50

ETFs
299K
New
$14.45 - $16.7 $4.32M - $4.99M
299K $4.32M
META
Meta Platforms, Inc.

Communication Services
5.87K
+ 11.18%
$695.21 - $791.73 $4.08M - $4.64M
58.3K $42.8M
ABBV
Abb Vie Inc.

Healthcare
3.6K
+ 5.06%
$184.85 - $231.54 $665K - $833K
74.7K $17.3M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
12.2K
+ 4.79%
$121.46 - $130.92 $1.48M - $1.6M
267K $34.8M
AMZN
Amazon Com Inc

Consumer Cyclical
17.1K
+ 6.13%
$211.65 - $238.24 $3.63M - $4.08M
297K $65.1M
JPM
Jpmorgan Chase & CO

Financial Services
1.14K
+ 0.86%
$282.78 - $316.06 $322K - $359K
133K $42M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
5.01K
+ 0.69%
$49.43 - $54.52 $248K - $273K
731K $39.6M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
144K
+ 33.19%
$24.11 - $24.94 $3.48M - $3.6M
579K $14.4M
SPYG
Spdr Portfolio

ETFs
31.8K
+ 138.12%
$94.33 - $105.31 $3M - $3.34M
54.7K $5.72M
DFUS
Dimensional ETF Tr U S Equity

ETFs
42.2K
+ 70.02%
$67.01 - $72.84 $2.83M - $3.07M
102K $7.42M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
30.5K
New
$102.4 - $103.88 $3.13M - $3.17M
30.5K $3.16M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.15K
+ 2.32%
$617.65 - $666.84 $707K - $764K
50.5K $33.6M
TMO
Thermo Fisher Scientific Inc.

Healthcare
2.37K
+ 9.57%
$404.94 - $499.99 $961K - $1.19M
27.2K $13.2M
VEA
Vanguard Ftse Developed Market

ETFs
38.1K
+ 14.73%
$56.02 - $60.3 $2.14M - $2.3M
297K $17.8M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
24.8K
+ 44.89%
$117.65 - $120.08 $2.92M - $2.98M
80.2K $9.58M
HD
Home Depot, Inc.

Consumer Cyclical
2.98K
+ 6.77%
$357.4 - $423.42 $1.07M - $1.26M
47K $19.1M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
58.3K
+ 138.9%
$46.86 - $48.27 $2.73M - $2.82M
100K $4.82M
CGDV
Capital Group Divid Value ETF

ETFs
27K
+ 4.39%
$39.59 - $42.21 $1.07M - $1.14M
641K $27M
VTC
Vanguard Scottsdale Fds Total

ETFs
24.5K
+ 3.49%
$76.18 - $78.81 $1.87M - $1.93M
726K $56.9M
CAT
Caterpillar Inc

Industrials
1.83K
+ 9.17%
$390.92 - $477.15 $716K - $874K
21.8K $10.4M
APH
Amphenol Corp

Technology
11.3K
+ 25.33%
$97.39 - $125.4 $1.1M - $1.42M
55.9K $6.92M
QQQ
Invesco Qqq Trust, Series 1

ETFs
689
+ 1.64%
$546.99 - $602.2 $377K - $415K
42.7K $25.6M
ETN
Eaton Corp PLC

Industrials
6.35K
+ 157.71%
$342.99 - $392.76 $2.18M - $2.49M
10.4K $3.88M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
28.3K
+ 4.32%
$70.85 - $76.96 $2M - $2.18M
682K $51.9M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.53K
+ 10.7%
$459.11 - $506.91 $1.62M - $1.79M
36.5K $18.4M
CGGR
Capital Group Growth ETF Shs C

ETFs
26K
+ 7.64%
$40.2 - $44.58 $1.04M - $1.16M
366K $16.1M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
2.95K
+ 3.6%
$50.79 - $76.4 $150K - $225K
84.9K $6.48M
Activity Summary
Buys All Purchases 488 New Holdings 98 Increased Positions 390 Sells All Sells 365 Reductions 365 Sold out 0 Options Calls 0 Puts 0
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