Axxcess Wealth Management, LLC Incresed Positions in Q4 2024

Axxcess Wealth Management, LLC

  • $3.96 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TFLO
Ishares Treasury Floating Rate

ETFs
22.8K
+ 1.92%
$50.37 - $50.63 $1.15M - $1.15M
1.21M $61M
SPIB
Spdr Portfolio Intermediate Te

ETFs
32.1K
+ 53.43%
$32.65 - $33.68 $1.05M - $1.08M
92.3K $3.02M
IWF
Ishares Russell 1000 Gr ETF

ETFs
910
+ 3.99%
$370.24 - $418.94 $337K - $381K
23.7K $9.52M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
25.3K
+ 3.81%
$24.94 - $25.74 $630K - $651K
689K $17.6M
AXON
Axon Enterprise, Inc.

Industrials
904
+ 44.38%
$399.22 - $689.78 $361K - $624K
2.94K $1.75M
ORCL
Oracle Corp

Technology
6.12K
+ 23.27%
$165.41 - $192.43 $1.01M - $1.18M
32.4K $5.4M
CRWD
Crowd Strike Holdings, Inc.

Technology
1.77K
+ 44.29%
$275.15 - $388.2 $488K - $688K
5.78K $1.98M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
10.8K
+ 121.17%
$80.93 - $85.66 $872K - $923K
19.7K $1.59M
RMD
Resmed Inc

Healthcare
3.85K
+ 63.0%
$228.69 - $256.07 $881K - $987K
9.97K $2.28M
KKR
Kkr & Co. Inc.

Financial Services
4.82K
+ 139.68%
$129.87 - $162.87 $625K - $784K
8.26K $1.22M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.19K
+ 6.06%
$442.29 - $483.08 $969K - $1.06M
38.3K $17.4M
CGGR
Capital Group Growth ETF Shs C

ETFs
7.84K
+ 4.22%
$34.49 - $39.24 $270K - $307K
194K $7.19M
FTGC
First Trust Global Tactical CO

ETFs
28.6K
+ 14.2%
$23.23 - $24.25 $665K - $694K
230K $5.51M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
20K
+ 322.83%
$35.45 - $40.33 $708K - $805K
26.1K $937K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.01K
+ 7.85%
$521.84 - $558.82 $527K - $564K
13.9K $7.47M
DECK
Deckers Outdoor Corp

Consumer Cyclical
2.2K
+ 40.47%
$152.04 - $211.12 $334K - $464K
7.63K $1.55M
COST
Costco Wholesale Corp

Consumer Defensive
237
+ 1.55%
$873.59 - $994.69 $207K - $236K
15.5K $14.2M
AVUS
American Centy ETF Tr Avantis

ETFs
5.67K
+ 8.55%
$94.36 - $102.06 $535K - $579K
72K $6.98M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
5.13K
+ 230.78%
$126.68 - $134.74 $650K - $691K
7.35K $937K
BK
Bank Of New York Mellon Corp

Financial Services
7.58K
+ 69.89%
$70.82 - $81.87 $537K - $621K
18.4K $1.42M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
2.26K
+ 124.02%
$173.13 - $258.09 $391K - $582K
4.08K $940K
IVE
Ishares S&P 500 Value ETF

ETFs
3.46K
+ 31.94%
$189.5 - $206.17 $655K - $713K
14.3K $2.73M
IVW
Ishares S&P 500 Growth ETF

ETFs
5.18K
+ 47.35%
$94.43 - $105.47 $489K - $546K
16.1K $1.64M
AJG
Arthur J. Gallagher & Co.

Financial Services
1.98K
+ 29.0%
$278.49 - $315.16 $552K - $625K
8.82K $2.5M
VCR
Vanguard Consumer Discretionar

ETFs
159
+ 1.11%
$328.51 - $401.37 $52.2K - $63.8K
14.5K $5.44M
JEPI
J P Morgan Exchange Traded Fd

ETFs
15.2K
+ 9.48%
$57.53 - $60.83 $872K - $922K
175K $10.1M
FCOM
Fidelity Covington Tr Msci Com

ETFs
6.81K
+ 16.15%
$54.65 - $61.96 $372K - $422K
49K $2.87M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
6.57K
+ 39.92%
$99.2 - $108.47 $652K - $713K
23K $2.29M
JCI
Johnson Controls International PLC

Industrials
6.47K
+ 52.85%
$74.23 - $86.6 $480K - $560K
18.7K $1.48M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
30.1K
+ 3.46%
$56.06 - $61.35 $1.69M - $1.85M
901K $50.9M
VIG
Vanguard Dividend Appreciation

ETFs
2.83K
+ 23.36%
N/A
15K $2.72M
GWW
W.W. Grainger, Inc.

Industrials
474
+ 47.16%
$1023.06 - $1220.93 $485K - $579K
1.48K $1.56M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
32.2K
+ 6.89%
$25.3 - $26.31 $814K - $846K
499K $12.8M
OKE
Oneok Inc

Energy
3.35K
+ 19.64%
$92.28 - $117.05 $309K - $392K
20.4K $2.05M
XLU
Utilities Sector Spdr

ETFs
8.84K
+ 25.67%
$74.89 - $82.93 $662K - $733K
43.3K $3.28M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
3.37K
+ 19.98%
$124.61 - $133.96 $420K - $451K
20.2K $2.61M
SCHW
Schwab Charles Corp

Financial Services
5.48K
+ 71.0%
$63.31 - $82.85 $347K - $454K
13.2K $977K
OXY
Occidental Petroleum Corp

Energy
10.1K
+ 28.25%
$45.36 - $55.91 $459K - $566K
45.9K $2.27M
SPGI
S&P Global Inc.

Financial Services
908
+ 39.41%
$480.36 - $529.17 $436K - $480K
3.21K $1.6M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
941
+ 10.48%
$172.07 - $207.36 $162K - $195K
9.92K $1.96M
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.26K
+ 6.55%
$178.39 - $215.0 $225K - $271K
20.5K $3.95M
COP
Conocophillips

Energy
5.91K
+ 17.46%
$95.12 - $114.72 $562K - $678K
39.8K $3.94M
IRM
Iron Mountain Inc

Real Estate
5.21K
+ 39.44%
$101.62 - $128.14 $529K - $667K
18.4K $1.94M
NVS
Novartis Ag

Healthcare
4.27K
+ 151.53%
$96.78 - $117.18 $413K - $500K
7.08K $689K
APH
Amphenol Corp

Technology
3.28K
+ 10.94%
$62.07 - $75.35 $204K - $247K
33.3K $2.31M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
1.85K
+ 25.22%
$110.69 - $154.48 $205K - $285K
9.18K $1.17M
TT
Trane Technologies PLC

Industrials
922
+ 176.29%
$369.35 - $419.14 $341K - $386K
1.45K $533K
VGLT
Vanguard Long Term Treasury Et

ETFs
7.01K
+ 59.38%
$55.1 - $61.74 $386K - $432K
18.8K $1.04M
AON
Aon PLC

Financial Services
617
+ 9.39%
$344.14 - $393.31 $212K - $243K
7.19K $2.58M
Activity Summary
Buys All Purchases 447 New Holdings 70 Increased Positions 377 Sells All Sells 354 Reductions 354 Sold out 0 Options Calls 0 Puts 1
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