Axxcess Wealth Management, LLC Purchases in Q3 2024

Axxcess Wealth Management, LLC

  • $3.9 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
2.06K
+ 6.51%
$520.18 - $576.82 $1.07M - $1.19M
33.7K $19.4M
ABT
Abbott Laboratories

Healthcare
6.61K
+ 5.84%
$100.07 - $118.13 $661K - $781K
120K $13.7M
ADP
Automatic Data Processing Inc

Industrials
2.25K
+ 6.86%
$233.44 - $279.45 $525K - $628K
35K $9.69M
BX
Blackstone Inc.

Financial Services
889
+ 1.52%
$120.77 - $159.66 $107K - $142K
59.5K $9.11M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.49K
+ 4.58%
$517.38 - $573.86 $768K - $852K
33.9K $19.5M
MUB
Ishares National Muni Bond ETF

ETFs
11.9K
+ 6.29%
$106.13 - $108.7 $1.27M - $1.3M
202K $21.9M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
49.8K
+ 11.94%
$25.38 - $26.27 $1.26M - $1.31M
467K $12.3M
IWX
Ishares Tr Russell 200 Value E

ETFs
20.1K
New
$74.49 - $81.27 $1.5M - $1.63M
20.1K $1.63M
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
23.3K
New
$62.57 - $70.53 $1.46M - $1.64M
23.3K $1.61M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
743
+ 0.34%
$77.02 - $85.06 $57.2K - $63.2K
222K $18.8M
YOU
Clear Secure, Inc.

Technology
42.4K
New
$18.66 - $33.15 $791K - $1.41M
42.4K $1.41M
PM
Philip Morris International Inc.

Consumer Defensive
5.85K
+ 16.93%
$101.25 - $127.45 $592K - $745K
40.4K $4.9M
LMT
Lockheed Martin Corp

Industrials
1.17K
+ 20.1%
$460.3 - $584.56 $539K - $685K
7K $4.09M
WMB
Williams Companies, Inc.

Energy
25.8K
+ 70.06%
$41.24 - $46.22 $1.07M - $1.19M
62.7K $2.86M
BND
Vanguard Bd Index Fd Inc Total

ETFs
4.79K
+ 1.59%
$71.45 - $75.64 $342K - $362K
306K $23M
ANET
Arista Networks, Inc.

Technology
2.42K
+ 23.48%
$311.42 - $388.21 $753K - $938K
12.7K $4.88M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
24.9K
New
$49.69 - $50.5 $1.24M - $1.26M
24.9K $1.26M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.77K
+ 15.96%
$475.2 - $527.7 $841K - $934K
12.9K $6.79M
VEA
Vanguard Ftse Developed Market

ETFs
13.3K
+ 8.54%
$47.6 - $53.31 $631K - $707K
168K $8.9M
ACN
Accenture PLC

Technology
593
+ 2.94%
$295.44 - $355.81 $175K - $211K
20.7K $7.33M
HDV
Ishares Core High Dividend ETF

ETFs
9.54K
+ 114.44%
$107.62 - $118.76 $1.03M - $1.13M
17.9K $2.1M
VGSH
Vanguard

ETFs
17.4K
+ 13.13%
$57.74 - $59.13 $1M - $1.03M
150K $8.84M
RDVY
First Trust Rising Dividend Ac

ETFs
14.7K
+ 22.43%
$53.68 - $59.24 $787K - $869K
80K $4.74M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
42K
+ 92.15%
$24.86 - $26.33 $1.04M - $1.11M
87.6K $2.29M
IBM
International Business Machines Corp

Technology
1.71K
+ 10.68%
$175.1 - $223.38 $299K - $381K
17.7K $3.91M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
4.97K
+ 24.61%
$178.94 - $207.0 $890K - $1.03M
25.2K $5.06M
IEFA
Ishares Tr

ETFs
5.23K
+ 4.26%
$70.09 - $78.74 $366K - $412K
128K $9.98M
AVUV
American Centy ETF Tr Avantis

ETFs
9.93K
+ 53.86%
$88.24 - $99.7 $876K - $990K
28.4K $2.72M
AVES
American Centy ETF Tr Avantis

ETFs
18.5K
+ 136.94%
$46.0 - $52.55 $853K - $974K
32.1K $1.67M
ACGL
Arch Capital Group Ltd.

Financial Services
2.7K
+ 4.17%
$94.47 - $114.25 $255K - $308K
67.4K $7.54M
BLBD
Blue Bird Corp

Consumer Cyclical
20.6K
New
$45.15 - $54.51 $929K - $1.12M
20.6K $986K
AVLV
American Centy ETF Tr Avantis
13.7K
+ 71.08%
$60.05 - $65.83 $825K - $904K
33.1K $2.18M
GE
General Electric CO

Industrials
3.67K
+ 41.85%
$156.66 - $189.66 $575K - $696K
12.4K $2.35M
FTGC
First Trust Global Tactical CO

ETFs
41.3K
+ 25.8%
$22.3 - $24.39 $922K - $1.01M
202K $4.78M
HYGV
Flexshares Tr High Yield Value

ETFs
21.7K
+ 87.33%
$40.11 - $41.67 $870K - $904K
46.5K $1.94M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
4.69K
+ 3.7%
$33.89 - $41.64 $159K - $195K
132K $5.24M
MA
Mastercard Inc

Financial Services
307
+ 2.1%
$429.6 - $500.99 $132K - $154K
14.9K $7.37M
LNW
Light & Wonder, Inc.

Consumer Cyclical
9.91K
New
$90.73 - $112.68 $899K - $1.12M
9.91K $899K
SH
Proshares Short S&P500 New (De

ETFs
113K
+ 18.64%
$10.85 - $12.08 $1.23M - $1.37M
722K $7.83M
SRE
Sempra Energy

Utilities
9.01K
+ 56.64%
$74.97 - $84.04 $676K - $757K
24.9K $2.08M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
15K
New
$50.64 - $55.7 $760K - $836K
15K $835K
AXP
American Express CO

Financial Services
2.51K
+ 69.22%
$225.92 - $271.17 $567K - $681K
6.14K $1.66M
AXON
Axon Enterprise, Inc.

Industrials
2.04K
New
$286.16 - $399.6 $583K - $814K
2.04K $813K
SPOT
Spotify Technology S.A.

Communication Services
2.06K
+ 232.47%
$290.16 - $384.01 $596K - $789K
2.94K $1.08M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1.8K
+ 149.54%
$386.81 - $423.12 $695K - $760K
3K $1.27M
AVEM
American Centy ETF Tr Avantis

ETFs
11.2K
+ 56.39%
$57.2 - $65.59 $643K - $737K
31.2K $2.01M
IVE
Ishares S&P 500 Value ETF

ETFs
3.45K
+ 46.84%
$181.06 - $197.17 $625K - $681K
10.8K $2.13M
IEF
Ishares Barclays

ETFs
7.51K
+ 62.62%
$92.67 - $99.14 $696K - $744K
19.5K $1.91M
ERIE
Erie Indemnity CO

Financial Services
1.46K
New
$356.56 - $544.84 $522K - $798K
1.46K $789K
Activity Summary
Buys All Purchases 438 New Holdings 115 Increased Positions 323 Sells All Sells 382 Reductions 382 Sold out 0 Options Calls 0 Puts 1
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