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
IFRA
Ishares Tr

ETFs
5.81K
New
$41.22 - $44.87 $239K - $260K
5.81K $244K
HSY
Hershey CO

Consumer Defensive
2.17K
+ 14.87%
$182.0 - $209.51 $394K - $454K
16.7K $3.08M
IDU
Ishares Tr U S Utils ETF

ETFs
2.76K
New
$80.91 - $92.63 $223K - $255K
2.76K $242K
MKC
Mccormick & CO Inc

Consumer Defensive
4.68K
+ 30.61%
$67.67 - $78.27 $316K - $366K
20K $1.42M
SUI
Sun Communities Inc

Real Estate
2.02K
New
$111.32 - $128.2 $224K - $258K
2.02K $242K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
4.75K
+ 5.45%
$50.57 - $50.75 $240K - $241K
91.9K $4.67M
MMM
3 M CO

Industrials
2.54K
+ 40.2%
$90.54 - $105.26 $230K - $268K
8.87K $906K
VOOV
Vanguard S&P 500 Value ETF

ETFs
1.34K
New
$170.84 - $180.49 $229K - $241K
1.34K $235K
PWR
Quanta Services, Inc.

Industrials
938
+ 98.32%
$243.26 - $283.43 $228K - $266K
1.89K $480K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
600
New
$376.14 - $529.01 $226K - $317K
600 $231K
O
Realty Income Corp

Real Estate
4.37K
New
$50.8 - $55.45 $222K - $242K
4.37K $230K
GIS
General Mills Inc

Consumer Defensive
6.88K
+ 22.48%
$63.26 - $71.61 $435K - $493K
37.5K $2.37M
FLNG
Flex Lng Ltd.

Energy
8.49K
New
$25.18 - $29.66 $214K - $252K
8.49K $229K
PICK
Ishares Inc Msci Global Select

ETFs
5.61K
New
$40.51 - $46.12 $227K - $259K
5.61K $229K
SYY
Sysco Corp

Consumer Defensive
4.29K
+ 54.95%
$70.69 - $80.57 $303K - $345K
12.1K $862K
AJG
Arthur J. Gallagher & Co.

Financial Services
686
+ 12.7%
$230.52 - $265.19 $158K - $182K
6.09K $1.58M
AVSU
American Centy ETF Tr Avantis

ETFs
3.69K
New
$57.39 - $62.24 $211K - $229K
3.69K $227K
EXPO
Exponent Inc

Industrials
2.38K
New
$77.73 - $97.13 $185K - $231K
2.38K $226K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
2.58K
New
$72.57 - $90.01 $187K - $232K
2.58K $226K
NTRA
Natera, Inc.

Healthcare
2.08K
New
$85.28 - $112.6 $177K - $234K
2.08K $225K
MRVL
Marvell Technology, Inc.

Technology
3.23K
+ 112.1%
$62.13 - $78.33 $200K - $253K
6.1K $426K
FIS
Fidelity National Information Services, Inc.

Technology
2.97K
New
$67.2 - $78.36 $200K - $233K
2.97K $223K
RYAM
Rayonier Advanced Materials Inc.

Basic Materials
27.3K
+ 25.13%
$3.73 - $5.83 $102K - $159K
136K $740K
IGHG
Proshares Investment Grade Int

ETFs
2.88K
New
$75.94 - $77.24 $219K - $223K
2.88K $220K
BK
Bank Of New York Mellon Corp

Financial Services
3.39K
+ 45.39%
$54.0 - $60.74 $183K - $206K
10.9K $650K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.7K
New
$109.98 - $128.59 $187K - $219K
1.7K $217K
MRK
Merck & Co., Inc.

Healthcare
6.89K
+ 8.82%
$123.8 - $132.96 $853K - $917K
85.1K $10.5M
AUB
Atlantic Union Bankshares Corp

Financial Services
6.55K
New
$30.73 - $34.83 $201K - $228K
6.55K $215K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
217
+ 9.74%
$392.81 - $485.53 $85.2K - $105K
2.45K $1.15M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
3.43K
+ 42.94%
$62.61 - $66.18 $215K - $227K
11.4K $740K
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
4.56K
New
$46.27 - $49.42 $211K - $225K
4.56K $214K
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
5.3K
New
$38.0 - $40.38 $201K - $214K
5.3K $213K
DMAY
First Tr Ex Tr Fd Viii Cboe Ve

Technology
5.52K
New
$37.21 - $38.52 $205K - $213K
5.52K $212K
OHI
Omega Healthcare Investors Inc

Real Estate
6.17K
New
$29.96 - $34.25 $185K - $211K
6.17K $211K
BA
Boeing CO

Industrials
1.97K
+ 14.2%
$164.33 - $191.42 $324K - $377K
15.8K $2.88M
TWST
Twist Bioscience Corp

Healthcare
4.17K
New
$27.95 - $53.0 $116K - $221K
4.17K $205K
RACE
Ferrari N.V.

Consumer Cyclical
500
New
$401.0 - $431.75 $201K - $216K
500 $204K
TT
Trane Technologies PLC

Industrials
620
New
$288.27 - $345.38 $179K - $214K
620 $203K
KBWP
Invesco ETF Tr Ii Kbw Property

ETFs
2.42K
+ 28.38%
$100.62 - $107.7 $244K - $261K
11K $1.12M
GTLS
Chart Industries Inc

Industrials
1.4K
New
$140.19 - $162.44 $196K - $227K
1.4K $202K
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.63K
+ 35.36%
$87.04 - $101.61 $142K - $166K
6.24K $629K
BOAT
Tidal ETF Tr Sonicshares Globa

ETFs
5.55K
New
$29.98 - $38.72 $166K - $215K
5.55K $202K
GLDM
World Gold Trust

ETFs
4.09K
+ 64.47%
$44.52 - $48.11 $182K - $197K
10.4K $481K
EXR
Extra Space Storage Inc.

Real Estate
1.29K
New
$132.46 - $159.33 $171K - $206K
1.29K $201K
AIQ
Global X Funds Global X Artifi

ETFs
4.61K
+ 22.78%
$31.46 - $35.95 $145K - $166K
24.8K $884K
HEFA
Ishares Currency Hedged Msci E

ETFs
4.61K
+ 9.39%
$33.83 - $35.94 $156K - $166K
53.7K $1.91M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
4.66K
+ 11.17%
$44.06 - $45.49 $205K - $212K
46.4K $2.09M
HYG
Ishares Tr

ETFs
2.67K
+ 12.25%
$75.68 - $77.45 $202K - $206K
24.4K $1.88M
EME
Emcor Group, Inc.

Industrials
488
+ 54.71%
$328.63 - $398.69 $160K - $195K
1.38K $503K
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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