Axxcess Wealth Management, LLC Purchases in Q2 2024

Axxcess Wealth Management, LLC

  • $3.61 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
190K
+ 50.61%
$100.29 - $100.75 $19M - $19.1M
564K $56.8M
SPY
Spdr S&P 500 ETF Trust

ETFs
32.5K
New
$495.16 - $548.49 $16.1M - $17.8M
32.5K $17.7M
NVDA
Nvidia Corp

Technology
391K
+ 981.11%
$118.11 - $1224.4 $46.1M - $478M
430K $53.2M
SSO
Proshares Ultra S&P 500

ETFs
175K
+ 123.24%
$69.11 - $83.75 $12.1M - $14.6M
316K $26.1M
META
Meta Platforms, Inc.

Communication Services
18.8K
+ 63.4%
$430.17 - $527.34 $8.07M - $9.89M
48.4K $24.4M
GOOGL
Alphabet Inc.

Communication Services
20K
+ 10.88%
$150.53 - $185.41 $3M - $3.7M
203K $37M
ZECP
Zacks Tr Earnings Constant Por

ETFs
294K
New
$26.83 - $29.04 $7.89M - $8.54M
294K $8.48M
MSFT
Microsoft Corp

Technology
6.21K
+ 3.19%
$389.33 - $452.85 $2.42M - $2.81M
201K $89.7M
AVIG
American Centy ETF Tr Avantis

ETFs
192K
+ 690.62%
$39.99 - $41.15 $7.66M - $7.88M
219K $8.94M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
505K
New
$13.49 - $15.05 $6.82M - $7.61M
505K $7.23M
NTAP
Net App, Inc.

Technology
50.6K
New
$97.91 - $129.03 $4.95M - $6.52M
50.6K $6.51M
NOW
Service Now, Inc.

Technology
74
+ 0.03%
$643.29 - $786.67 $47.6K - $58.2K
252K $198M
AMZN
Amazon Com Inc

Consumer Cyclical
14.8K
+ 6.14%
$173.67 - $197.85 $2.57M - $2.92M
255K $49.4M
ASML
Asml Holding Nv

Technology
5.55K
+ 223.44%
$852.84 - $1068.86 $4.73M - $5.93M
8.03K $8.21M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
189K
+ 14.62%
$34.2 - $36.64 $6.47M - $6.93M
1.48M $52M
BLDR
Builders First Source, Inc.

Industrials
40.6K
+ 2012.98%
$136.51 - $205.41 $5.55M - $8.35M
42.7K $5.9M
CELH
Celsius Holdings, Inc.

Consumer Defensive
95K
New
$55.86 - $96.09 $5.31M - $9.13M
95K $5.43M
XLE
Energy Sector Spdr

ETFs
57.2K
+ 112.08%
$88.04 - $98.08 $5.04M - $5.61M
108K $9.87M
XLK
Technology Sector Spdr

ETFs
17.6K
+ 45.07%
$192.53 - $231.41 $3.38M - $4.06M
56.5K $12.8M
WMT
Walmart Inc.

Consumer Defensive
43.6K
+ 19.81%
$58.85 - $68.9 $2.57M - $3.01M
264K $17.9M
GOOG
Alphabet Inc.

Communication Services
2.97K
+ 2.31%
$151.94 - $186.86 $451K - $554K
131K $24.1M
CGGR
Capital Group Growth ETF Shs C

ETFs
130K
+ 244.34%
$30.03 - $33.13 $3.91M - $4.31M
183K $6.03M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
86.4K
+ 22.78%
$49.77 - $50.09 $4.3M - $4.33M
466K $23.2M
TSLA
Tesla, Inc.

Consumer Cyclical
14.1K
+ 25.83%
$142.05 - $197.88 $2.01M - $2.79M
68.8K $13.6M
UPRO
Proshares Trust Proshares Ultr

ETFs
49.4K
+ 603.17%
$59.16 - $78.44 $2.92M - $3.87M
57.5K $4.42M
INTU
Intuit Inc

Technology
5.55K
+ 85.34%
$562.97 - $670.27 $3.13M - $3.72M
12.1K $7.93M
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.16K
+ 5.18%
$414.65 - $485.21 $1.31M - $1.53M
64.1K $30.7M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
27.6K
+ 12.84%
$98.05 - $107.78 $2.71M - $2.98M
243K $26M
TFLO
Ishares Treasury Floating Rate

ETFs
70.7K
+ 7.06%
$50.44 - $50.7 $3.57M - $3.58M
1.07M $54.3M
REZ
Ishares Tr Residential And Mul

ETFs
16.4K
+ 3.62%
$68.06 - $77.1 $1.11M - $1.26M
469K $36.1M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
17.4K
+ 632.4%
$170.63 - $199.67 $2.98M - $3.48M
20.2K $3.98M
SPYG
Spdr Portfolio

ETFs
42.6K
New
$68.71 - $80.95 $2.93M - $3.45M
42.6K $3.41M
NFLX
Netflix Inc

Communication Services
2.68K
+ 11.65%
$550.64 - $686.12 $1.48M - $1.84M
25.7K $17.3M
VTI
Vanguard Total Stock Market Et

ETFs
11.8K
+ 55.46%
$245.23 - $269.4 $2.9M - $3.19M
33.2K $8.87M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
111K
+ 13.01%
$23.22 - $24.34 $2.58M - $2.71M
965K $23.5M
AVSF
American Centy ETF Tr Avantis

ETFs
71.8K
+ 1495.14%
$45.72 - $46.2 $3.28M - $3.31M
76.6K $3.53M
XLI
Industrial Sector Spdr

ETFs
29K
+ 53.04%
$120.47 - $125.94 $3.49M - $3.65M
83.6K $10.2M
EFA
Ishares Tr Msci Eafe ETF

ETFs
41.6K
+ 905.86%
$76.09 - $82.16 $3.16M - $3.42M
46.2K $3.62M
IDV
Ishares Tr

ETFs
103K
New
$26.94 - $30.1 $2.77M - $3.1M
103K $2.85M
PBUS
Invesco ETF Tr Ii Purebeta Msc

ETFs
39.1K
+ 11.24%
$49.55 - $54.78 $1.94M - $2.14M
387K $21.1M
IVV
Ishares Core S&P 500 ETF

ETFs
4K
+ 14.47%
$497.53 - $549.64 $1.99M - $2.2M
31.6K $17.3M
D
Dominion Energy, Inc

Utilities
53.7K
+ 193.86%
$46.86 - $53.94 $2.51M - $2.89M
81.3K $3.99M
VGSH
Vanguard

ETFs
44.3K
+ 50.29%
$57.55 - $58.0 $2.55M - $2.57M
132K $7.68M
COST
Costco Wholesale Corp

Consumer Defensive
988
+ 6.73%
$704.88 - $870.75 $696K - $860K
15.7K $13.3M
PPA
Invesco Exchange Traded Fd Tr

ETFs
20.9K
+ 6.62%
$98.11 - $105.73 $2.05M - $2.21M
336K $34.5M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
39.8K
+ 2.47%
$95.11 - $97.92 $3.78M - $3.9M
1.65M $160M
QUAL
Ishares Msci Usa Quality Facto

ETFs
13.3K
+ 163.9%
$154.56 - $173.19 $2.06M - $2.3M
21.4K $3.66M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
24.4K
New
$74.81 - $88.63 $1.83M - $2.17M
24.4K $2.14M
DGRO
Ishares Core Dividend Growth E

ETFs
36.9K
New
$55.23 - $58.55 $2.04M - $2.16M
36.9K $2.12M
Activity Summary
Buys All Purchases 431 New Holdings 108 Increased Positions 323 Sells All Sells 342 Reductions 342 Sold out 0 Options Calls 0 Puts 1
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