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
ENB
Enbridge Inc

Energy
1.25K
+ 2.41%
$40.4 - $43.92 $50.4K - $54.8K
53K $2.25M
CGUS
Capital Group Core Equity ETF
3.69K
+ 19.36%
$33.96 - $36.24 $125K - $134K
22.8K $796K
JSML
Janus Detroit Str Tr Henderson

ETFs
1.98K
+ 5.43%
$63.67 - $73.6 $126K - $146K
38.4K $2.52M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
1.5K
+ 8.94%
$105.45 - $117.99 $158K - $177K
18.2K $1.93M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
1.06K
+ 6.67%
$72.18 - $81.41 $76.1K - $85.9K
16.9K $1.28M
BNDX
Vanguard Total International B

ETFs
2.75K
+ 23.85%
$48.91 - $50.61 $134K - $139K
14.3K $699K
DAL
Delta Air Lines, Inc.

Industrials
500
+ 5.47%
$47.46 - $65.77 $23.7K - $32.9K
9.64K $583K
EOG
Eog Resources Inc

Energy
970
+ 4.61%
$118.22 - $136.54 $115K - $132K
22K $2.7M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
48
+ 3.0%
$1146.59 - $1270.6 $55K - $61K
1.65K $1.95M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
2.51K
+ 9.03%
$41.09 - $45.94 $103K - $115K
30.3K $1.27M
WEC
Wec Energy Group, Inc.

Utilities
1.25K
+ 25.03%
$92.94 - $101.82 $116K - $127K
6.24K $586K
DUK
Duke Energy Corp

Utilities
3.04K
+ 10.41%
$105.76 - $120.76 $322K - $367K
32.3K $3.48M
CEG
Constellation Energy Corp

Utilities
1.02K
+ 28.47%
$224.28 - $285.52 $228K - $290K
4.59K $1.03M
FDIS
Fidelity Covington Tr Msci Con

ETFs
217
+ 2.49%
$85.33 - $104.24 $18.5K - $22.6K
8.93K $870K
HTAB
Hartford Fds Exchange Traded

ETFs
8.4K
+ 5.97%
$19.26 - $19.88 $162K - $167K
149K $2.89M
NWSA
News Corp

Communication Services
3K
+ 24.99%
$25.68 - $29.86 $77K - $89.6K
15K $413K
FDS
Factset Research Systems Inc

Financial Services
82
+ 3.31%
$449.69 - $495.72 $36.9K - $40.6K
2.56K $1.23M
AVUV
American Centy ETF Tr Avantis

ETFs
766
+ 2.7%
$94.37 - $106.41 $72.3K - $81.5K
29.1K $2.81M
MPLX
Mplx LP

Energy
1.15K
+ 11.17%
$43.77 - $51.66 $50.2K - $59.2K
11.4K $545K
IHE
Ishares Tr

ETFs
1.61K
+ 47.35%
$65.15 - $71.86 $105K - $115K
5K $328K
HYGV
Flexshares Tr High Yield Value

ETFs
3.3K
+ 7.09%
$40.53 - $41.51 $134K - $137K
49.8K $2.03M
ZECP
Zacks Tr Earnings Constant Por

ETFs
6.39K
+ 2.31%
$30.35 - $32.25 $194K - $206K
283K $8.62M
PBR
Petrobras Petroleo Brasileiro Sa

Energy
8.06K
+ 66.68%
$12.61 - $15.33 $102K - $123K
20.1K $258K
HWM
Howmet Aerospace Inc.

Industrials
149
+ 2.14%
$99.72 - $120.09 $14.9K - $17.9K
7.12K $779K
CBSH
Commerce Bancshares Inc

Financial Services
667
+ 5.4%
$57.04 - $74.36 $38K - $49.6K
13K $811K
PDT
John Hancock Premium Dividend Fund

Financial Services
24.4K
+ 5.43%
$12.01 - $13.54 $292K - $330K
473K $6.02M
TDVG
T Rowe Price Exchange Traded F

Technology
3.54K
+ 7.31%
$39.51 - $41.92 $140K - $148K
51.9K $2.05M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
1.59K
+ 7.54%
$30.04 - $32.01 $47.7K - $50.8K
22.6K $711K
AZO
Autozone Inc

Consumer Cyclical
18
+ 6.74%
$2981.19 - $3370.27 $53.7K - $60.7K
285 $912K
ABT
Abbott Laboratories

Healthcare
1.58K
+ 1.32%
$111.93 - $119.39 $177K - $189K
121K $13.7M
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
936
+ 9.13%
$108.28 - $117.54 $101K - $110K
11.2K $1.22M
EME
Emcor Group, Inc.

Industrials
68
+ 4.44%
$427.96 - $526.95 $29.1K - $35.8K
1.6K $726K
L
Loews Corp

Financial Services
610
+ 23.6%
$76.49 - $87.05 $46.7K - $53.1K
3.2K $270K
MNST
Monster Beverage Corp

Consumer Defensive
1.1K
+ 4.97%
$49.24 - $56.38 $54.3K - $62.2K
23.3K $1.22M
ET
Energy Transfer LP

Energy
166
+ 0.95%
$16.05 - $19.86 $2.66K - $3.3K
17.7K $346K
STRL
Sterling Construction CO Inc

Industrials
158
+ 9.97%
$142.94 - $199.03 $22.6K - $31.4K
1.74K $293K
QCOM
Qualcomm Inc

Technology
3.63K
+ 12.05%
$150.4 - $178.04 $545K - $646K
33.7K $5.18M
AME
Ametek Inc

Industrials
271
+ 18.77%
$165.89 - $197.38 $45K - $53.5K
1.72K $309K
AAON
Aaon, Inc.

Industrials
241
+ 7.19%
$106.25 - $140.75 $25.6K - $33.9K
3.59K $422K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
1.53K
+ 7.58%
$48.48 - $49.47 $74.4K - $75.9K
21.8K $1.06M
IWD
Ishares Russell 1000 Val ETF

ETFs
705
+ 4.6%
$183.23 - $199.79 $129K - $141K
16K $2.97M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
1.29K
+ 2.44%
$50.73 - $51.08 $65.4K - $65.8K
54K $2.75M
CHD
Church & Dwight CO Inc

Consumer Defensive
543
+ 5.42%
$99.11 - $112.25 $53.8K - $61K
10.6K $1.11M
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
200
+ 5.67%
$194.9 - $214.12 $39K - $42.8K
3.73K $751K
IESC
Ies Holdings, Inc.

Industrials
238
+ 6.29%
$196.89 - $309.86 $46.9K - $73.7K
4.02K $807K
VMI
Valmont Industries Inc

Industrials
97
+ 7.18%
$287.0 - $352.14 $27.8K - $34.2K
1.45K $444K
ITOT
Ishares Core S&P Total U.S. St

ETFs
68
+ 0.46%
$124.26 - $134.12 $8.45K - $9.12K
14.9K $1.91M
VRT
Vertiv Holdings CO

Industrials
580
+ 7.85%
N/A
7.96K $690K
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
4.12K
+ 38.73%
$32.82 - $45.55 $135K - $188K
14.8K $493K
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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