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
CVNA
Carvana Co.

Consumer Cyclical
4.5K
New
$122.32 - $175.15 $551K - $789K
4.5K $784K
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.38K
+ 7.73%
$156.14 - $187.2 $216K - $259K
19.2K $3.56M
V
Visa Inc.

Financial Services
337
+ 0.62%
$253.74 - $291.56 $85.5K - $98.3K
54.5K $15M
IESC
Ies Holdings, Inc.

Industrials
3.78K
New
$134.29 - $199.7 $508K - $755K
3.78K $754K
VST
Vistra Corp.

Utilities
6.26K
New
$69.0 - $119.06 $432K - $745K
6.26K $742K
VGLT
Vanguard Long Term Treasury Et

ETFs
11.8K
New
$56.52 - $63.23 $667K - $746K
11.8K $725K
BR
Broadridge Financial Solutions, Inc.

Technology
1.28K
+ 5.17%
$196.56 - $218.55 $251K - $279K
25.9K $5.57M
IWM
Ishares Russell 2000 ETF

ETFs
360
+ 1.04%
$200.87 - $224.6 $72.3K - $80.9K
35K $7.74M
XLU
Utilities Sector Spdr

ETFs
3.55K
+ 11.49%
$67.67 - $80.78 $240K - $287K
34.4K $2.78M
TMUS
T Mobile Us, Inc.

Communication Services
1.92K
+ 20.8%
$175.14 - $206.36 $336K - $395K
11.1K $2.3M
CGXU
Capital Group Intl Focus Equit

ETFs
8.38K
+ 2.5%
$24.27 - $27.46 $203K - $230K
343K $9.25M
WFC
Wells Fargo & Company

Financial Services
14.7K
+ 22.55%
$51.58 - $60.97 $760K - $898K
80K $4.52M
VRT
Vertiv Holdings CO

Industrials
7.38K
New
$86.66 - $86.66 $640K - $640K
7.38K $639K
PEG
Public Service Enterprise Group Inc

Utilities
7.11K
New
$73.58 - $89.21 $523K - $634K
7.11K $634K
AVDE
American Centy ETF Tr Avantis

ETFs
8.62K
+ 90.34%
$60.09 - $67.67 $518K - $583K
18.2K $1.22M
MCK
Mckesson Corp

Healthcare
1.37K
+ 198.69%
$479.06 - $630.38 $655K - $862K
2.06K $1.02M
TFC
Truist Financial Corp

Financial Services
7.38K
+ 10.48%
$38.22 - $44.94 $282K - $331K
77.8K $3.32M
NTNX
Nutanix, Inc.

Technology
9.22K
+ 63.59%
$46.0 - $63.19 $424K - $583K
23.7K $1.41M
XOM
Exxon Mobil Corp

Energy
1.97K
+ 1.18%
$109.72 - $119.0 $216K - $234K
169K $19.8M
ROL
Rollins Inc

Consumer Cyclical
10.5K
+ 41.82%
$45.93 - $51.4 $481K - $538K
35.5K $1.8M
AMAT
Applied Materials Inc

Technology
6.06K
+ 31.56%
$174.88 - $254.97 $1.06M - $1.54M
25.2K $5.1M
APP
App Lovin Corp

Technology
4.38K
New
$67.14 - $130.65 $294K - $572K
4.38K $571K
AEP
American Electric Power CO Inc

Utilities
198
+ 0.54%
$87.11 - $104.95 $17.2K - $20.8K
37.1K $3.81M
ENB
Enbridge Inc

Energy
8.51K
+ 19.71%
$35.27 - $41.18 $300K - $351K
51.7K $2.1M
BAC
Bank Of America Corp

Financial Services
14.4K
+ 7.9%
$36.65 - $44.13 $528K - $636K
197K $7.81M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
5.07K
+ 7.45%
$76.94 - $79.54 $390K - $403K
73.1K $5.81M
DIS
Walt Disney CO

Communication Services
7.54K
+ 13.16%
$85.6 - $98.61 $645K - $743K
64.8K $6.23M
VCR
Vanguard Consumer Discretionar

ETFs
457
+ 3.3%
$291.88 - $341.94 $133K - $156K
14.3K $4.88M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.76K
+ 12.96%
$173.36 - $189.8 $305K - $334K
15.3K $2.91M
PHM
Pultegroup Inc

Consumer Cyclical
3.01K
+ 100.3%
$103.95 - $144.98 $313K - $436K
6.01K $862K
CMI
Cummins Inc

Industrials
1.5K
+ 152.18%
$266.63 - $326.4 $400K - $489K
2.48K $803K
LEN
Lennar Corp

Consumer Cyclical
2.84K
New
$142.5 - $192.45 $404K - $546K
2.84K $531K
IRM
Iron Mountain Inc

Real Estate
1.57K
+ 13.45%
$89.69 - $119.32 $140K - $187K
13.2K $1.57M
ORI
Old Republic International Corp

Financial Services
14.8K
New
$29.89 - $35.9 $442K - $531K
14.8K $524K
LHX
L3 Harris Technologies, Inc.

Industrials
1.83K
+ 37.56%
$221.96 - $243.27 $406K - $445K
6.7K $1.59M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
7.38K
+ 6.75%
$49.93 - $51.15 $368K - $377K
117K $5.96M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
12.4K
+ 26.03%
$25.45 - $29.53 $316K - $367K
60.2K $1.76M
WING
Wingstop Inc.

Consumer Cyclical
1.17K
New
$352.46 - $427.92 $411K - $499K
1.17K $485K
AVRE
American Centy ETF Tr Avantis
9.34K
+ 145.6%
$40.95 - $48.28 $383K - $451K
15.8K $742K
SHOP
Shopify Inc.

Technology
3.73K
+ 29.9%
$52.26 - $80.75 $195K - $301K
16.2K $1.3M
UNP
Union Pacific Corp

Industrials
515
+ 3.04%
$221.78 - $256.09 $114K - $132K
17.5K $4.3M
ITW
Illinois Tool Works Inc

Industrials
531
+ 4.11%
$233.14 - $263.97 $124K - $140K
13.5K $3.53M
MOD
Modine Manufacturing CO

Consumer Cyclical
3.49K
New
$94.6 - $133.72 $330K - $467K
3.49K $463K
CTAS
Cintas Corp

Industrials
9.23K
+ 317.62%
$201.38 - $819.83 $1.86M - $7.56M
12.1K $2.5M
CSX
Csx Corp

Industrials
4.59K
+ 1.72%
$32.48 - $35.45 $149K - $163K
272K $9.38M
GLW
Corning Inc

Technology
9.81K
New
$37.76 - $46.2 $370K - $453K
9.81K $442K
PH
Parker Hannifin Corp

Industrials
698
New
$501.01 - $635.92 $350K - $444K
698 $440K
URI
United Rentals, Inc.

Industrials
543
New
$627.41 - $814.1 $341K - $442K
543 $439K
NEM
Newmont Corp

Basic Materials
3.44K
+ 15.85%
$41.65 - $55.85 $143K - $192K
25.1K $1.34M
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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