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
CHH
Choice Hotels International Inc

Consumer Cyclical
2.16K
New
$117.06 - $133.72 $252K - $288K
2.16K $281K
FIX
Comfort Systems Usa Inc

Industrials
287
+ 14.85%
$292.14 - $396.82 $83.8K - $114K
2.22K $866K
POOL
Pool Corp

Industrials
521
+ 46.85%
$296.17 - $376.8 $154K - $196K
1.63K $615K
HTAB
Hartford Fds Exchange Traded

ETFs
10.5K
+ 8.08%
$19.24 - $19.9 $202K - $209K
141K $2.79M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
3.7K
+ 13.42%
$47.29 - $52.55 $175K - $194K
31.3K $1.64M
RING
Ishares Inc Msci Global Gold M

ETFs
8.1K
New
$27.51 - $34.67 $223K - $281K
8.1K $267K
CTA
Simplify Exch Traded Fds Simpl

ETFs
10.2K
New
$25.73 - $27.07 $263K - $277K
10.2K $266K
WEC
Wec Energy Group, Inc.

Utilities
2.26K
+ 82.81%
$77.68 - $96.19 $175K - $217K
4.99K $479K
IRT
Independence Realty Trust, Inc.

Real Estate
12.9K
New
$18.32 - $21.15 $235K - $272K
12.9K $263K
VCYT
Veracyte, Inc.

Healthcare
7.73K
New
$21.0 - $35.25 $162K - $272K
7.73K $263K
CRVL
Corvel Corp

Financial Services
782
New
$250.37 - $326.89 $196K - $256K
782 $255K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
4.06K
New
$56.29 - $62.74 $228K - $255K
4.06K $254K
CSL
Carlisle Companies Inc

Industrials
566
New
$376.5 - $449.34 $213K - $254K
566 $254K
USFR
Wisdomtree Floating Rate Treas

ETFs
5.45K
+ 2.52%
$50.2 - $50.48 $273K - $275K
221K $11.1M
HLI
Houlihan Lokey, Inc.

Financial Services
1.61K
New
$134.11 - $161.99 $216K - $260K
1.61K $254K
DVY
Ishares Tr

ETFs
1.08K
+ 14.68%
$119.99 - $135.74 $130K - $147K
8.46K $1.14M
IVW
Ishares S&P 500 Growth ETF

ETFs
2.33K
+ 26.98%
$84.77 - $97.13 $197K - $226K
10.9K $1.05M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
2.61K
New
$87.56 - $95.49 $229K - $249K
2.61K $249K
AME
Ametek Inc

Industrials
1.44K
New
$152.74 - $176.01 $221K - $254K
1.44K $247K
ROKU
Roku, Inc

Communication Services
123
+ 0.76%
$51.67 - $77.48 $6.36K - $9.53K
16.3K $1.22M
FLRN
Spdr Bloomberg Investment Grad

ETFs
7.98K
+ 50.31%
$30.55 - $30.85 $244K - $246K
23.8K $735K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
187
New
$1066.32 - $1355.99 $199K - $254K
187 $246K
SNY
Sanofi

Healthcare
3.5K
+ 75.22%
$48.54 - $58.53 $170K - $205K
8.15K $470K
AVSE
American Centy ETF Tr Avantis

ETFs
4.43K
New
$48.92 - $56.14 $216K - $248K
4.43K $244K
NSIT
Insight Enterprises Inc

Technology
1.13K
New
$180.0 - $225.24 $204K - $255K
1.13K $244K
SHW
Sherwin Williams CO

Basic Materials
467
+ 59.49%
$294.65 - $384.0 $138K - $179K
1.25K $477K
EXAS
Exact Sciences Corp

Healthcare
3.57K
New
$42.43 - $70.83 $151K - $253K
3.57K $242K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
772
+ 4.84%
$97.19 - $109.09 $75K - $84.2K
16.7K $1.81M
VPC
Etfis Ser Tr I Virtus Private

ETFs
10.7K
New
$21.71 - $23.14 $231K - $246K
10.7K $238K
ES
Eversource Energy

Utilities
3.5K
New
$56.52 - $68.38 $198K - $239K
3.5K $237K
ASTS
Ast Space Mobile, Inc.

Communication Services
9.05K
New
$10.72 - $38.6 $97.1K - $349K
9.05K $236K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
3.02K
+ 32.98%
$59.93 - $66.52 $181K - $201K
12.2K $808K
AVB
Avalonbay Communities Inc

Real Estate
853
+ 39.77%
$200.95 - $234.65 $171K - $200K
3K $675K
FXU
First Tr Exchange Traded Fd Ut

ETFs
6K
New
$32.72 - $38.48 $196K - $231K
6K $230K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
2.17K
New
$72.18 - $107.33 $156K - $233K
2.17K $230K
STRL
Sterling Construction CO Inc

Industrials
1.59K
New
$102.56 - $148.9 $163K - $236K
1.59K $229K
VICI
Vici Properties Inc.

Real Estate
6.9K
New
$27.64 - $34.08 $191K - $235K
6.9K $229K
BRO
Brown & Brown, Inc.

Financial Services
2.21K
New
$89.11 - $105.82 $197K - $234K
2.21K $228K
XPO
Xpo Logistics, Inc.

Industrials
2.13K
New
$101.15 - $125.11 $215K - $266K
2.13K $228K
HRB
H&R Block Inc

Consumer Cyclical
3.57K
New
$52.99 - $66.6 $189K - $238K
3.57K $227K
ROP
Roper Technologies Inc

Industrials
567
+ 4.68%
$515.25 - $576.55 $292K - $327K
12.7K $7.06M
BAR
Granite Shares Gold Trust

ETFs
8.7K
New
$23.01 - $26.37 $200K - $229K
8.7K $225K
KNSL
Kinsale Capital Group, Inc.

Financial Services
481
New
$370.41 - $491.09 $178K - $236K
481 $223K
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
2.48K
New
$82.41 - $92.06 $204K - $228K
2.48K $223K
ADI
Analog Devices Inc

Technology
943
+ 36.24%
$200.56 - $243.33 $189K - $229K
3.55K $815K
PRI
Primerica, Inc.

Financial Services
834
New
$233.01 - $266.6 $194K - $222K
834 $221K
THO
Thor Industries Inc

Consumer Cyclical
2K
New
$91.4 - $109.97 $183K - $220K
2K $220K
CGUS
Capital Group Core Equity ETF
5.62K
+ 41.76%
$31.19 - $34.33 $175K - $193K
19.1K $653K
FCOM
Fidelity Covington Tr Msci Com

ETFs
1.91K
+ 4.76%
$49.09 - $55.08 $94K - $105K
42.2K $2.32M
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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