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
SAP
Sap Se

Technology
3.81K
+ 97.15%
$175.77 - $201.71 $670K - $769K
7.74K $1.56M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
21.4K
+ 10385.44%
$62.41 - $3427.61 $1.34M - $73.3M
21.6K $1.35M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
20.1K
+ 34.72%
$39.75 - $43.15 $800K - $868K
78.1K $3.24M
ANET
Arista Networks, Inc.

Technology
382
+ 3.85%
$245.47 - $350.48 $93.8K - $134K
10.3K $3.61M
TMUS
T Mobile Us, Inc.

Communication Services
3.69K
+ 66.9%
$159.79 - $180.69 $590K - $667K
9.21K $1.62M
IWF
Ishares Russell 1000 Gr ETF

ETFs
249
+ 1.09%
$316.15 - $367.33 $78.7K - $91.5K
23.1K $8.44M
HYGV
Flexshares Tr High Yield Value

ETFs
17.2K
+ 226.54%
$39.93 - $40.71 $688K - $702K
24.8K $1M
AMD
Advanced Micro Devices Inc

Technology
6.97K
+ 28.1%
$144.27 - $183.34 $1.01M - $1.28M
31.8K $5.15M
FCX
Freeport Mcmoran Inc

Basic Materials
13K
+ 68.19%
$47.26 - $54.86 $612K - $711K
32K $1.55M
ORCL
Oracle Corp

Technology
1.75K
+ 6.6%
$113.75 - $144.64 $198K - $252K
28.2K $3.98M
VB
Vanguard Small Cap ETF

ETFs
6.46K
+ 9.07%
$210.76 - $226.94 $1.36M - $1.46M
77.6K $16.9M
APH
Amphenol Corp

Technology
19.5K
+ 139.39%
$67.16 - $136.4 $1.31M - $2.66M
33.5K $2.26M
MS
Morgan Stanley

Financial Services
5.68K
+ 19.19%
$86.19 - $101.53 $489K - $577K
35.3K $3.43M
PDT
John Hancock Premium Dividend Fund

Financial Services
48.2K
+ 11.04%
$10.73 - $11.8 $517K - $568K
484K $5.71M
FTGC
First Trust Global Tactical CO

ETFs
25K
+ 18.47%
$23.62 - $24.89 $590K - $622K
160K $3.83M
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
14.5K
New
$40.11 - $42.58 $582K - $618K
14.5K $617K
CRWD
Crowd Strike Holdings, Inc.

Technology
1.34K
+ 86.89%
$282.64 - $390.43 $378K - $523K
2.88K $1.1M
BUFB
Innovator Etfs Tr Laddered Fd

ETFs
19.4K
New
$28.59 - $30.54 $556K - $594K
19.4K $593K
AMAT
Applied Materials Inc

Technology
82
+ 0.43%
$189.46 - $247.83 $15.5K - $20.3K
19.2K $4.53M
VDE
Vanguard Energy ETF

ETFs
4.59K
New
$123.17 - $136.7 $565K - $628K
4.59K $585K
CZA
Invesco Exchange Traded Fd Tr

ETFs
5.97K
New
$95.07 - $100.93 $568K - $603K
5.97K $583K
DUOL
Duolingo, Inc.

Technology
2.77K
New
$175.78 - $248.84 $487K - $689K
2.77K $577K
CAMT
Camtek LTD

Technology
586
+ 4.99%
$74.68 - $125.24 $43.8K - $73.4K
12.3K $1.54M
SHV
Ishares Tr

ETFs
5.07K
+ 15.63%
$110.04 - $110.51 $558K - $560K
37.5K $4.14M
CGXU
Capital Group Intl Focus Equit

ETFs
22.1K
+ 7.08%
$24.83 - $26.72 $550K - $591K
335K $8.61M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
21.2K
New
$25.36 - $25.52 $537K - $540K
21.2K $540K
IRDM
Iridium Communications Inc.

Communication Services
19.5K
New
$24.65 - $31.8 $481K - $620K
19.5K $519K
MUB
Ishares National Muni Bond ETF

ETFs
6.68K
+ 3.65%
$105.37 - $107.16 $704K - $716K
190K $20.2M
FDX
Fedex Corp

Industrials
941
+ 4.4%
$245.11 - $299.84 $231K - $282K
22.3K $6.69M
PDN
Invesco Fd Tr

ETFs
15.1K
New
$31.6 - $33.74 $476K - $508K
15.1K $486K
XLU
Utilities Sector Spdr

ETFs
6.17K
+ 24.93%
$62.77 - $72.87 $387K - $449K
30.9K $2.11M
ROST
Ross Stores, Inc.

Consumer Cyclical
3.27K
New
$127.68 - $150.38 $417K - $491K
3.27K $474K
UL
Unilever PLC

Consumer Defensive
8.26K
New
$46.47 - $56.38 $384K - $466K
8.26K $454K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
10.7K
+ 201.05%
$41.64 - $42.32 $447K - $454K
16.1K $678K
SO
Southern CO

Utilities
4.41K
+ 24.58%
$67.77 - $80.71 $299K - $356K
22.4K $1.73M
VIG
Vanguard Dividend Appreciation

ETFs
2.44K
+ 25.09%
$173.33 - $185.29 $422K - $452K
12.2K $2.22M
DJUN
First Tr Ex Trd Viii Cboe Vest

Technology
10.8K
New
$39.25 - $40.94 $424K - $442K
10.8K $441K
VTV
Vanguard Value ETF

ETFs
2.88K
+ 33.68%
$154.57 - $163.65 $446K - $472K
11.4K $1.84M
FSLR
First Solar, Inc.

Technology
1.9K
New
$166.73 - $300.71 $317K - $572K
1.9K $428K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
5.4K
+ 16.97%
$58.24 - $64.51 $314K - $348K
37.2K $2.38M
BNDX
Vanguard Total International B

ETFs
8.73K
+ 130.21%
$48.24 - $49.07 $421K - $428K
15.4K $751K
WDC
Western Digital Corp

Technology
5.3K
New
$66.05 - $80.23 $350K - $425K
5.3K $401K
UBER
Uber Technologies, Inc

Technology
6.17K
+ 50.26%
$63.52 - $77.16 $392K - $476K
18.4K $1.34M
FIX
Comfort Systems Usa Inc

Industrials
1.28K
+ 197.38%
$290.73 - $347.21 $373K - $445K
1.93K $587K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
12.6K
New
$28.55 - $30.21 $360K - $381K
12.6K $379K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
7.32K
+ 38.91%
$50.64 - $51.3 $371K - $376K
26.1K $1.34M
KSS
Kohls Corp

Consumer Cyclical
16.2K
New
$21.02 - $29.35 $341K - $476K
16.2K $372K
GNRC
Generac Holdings Inc.

Industrials
2.81K
New
$127.41 - $154.23 $357K - $433K
2.81K $370K
MU
Micron Technology Inc

Technology
1.49K
+ 11.66%
$106.77 - $153.45 $159K - $228K
14.3K $1.87M
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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