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
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
1.09K
+ 4.38%
$29.73 - $30.81 $32.3K - $33.4K
25.8K $787K
UTHR
United Therapeutics Corp

Healthcare
149
+ 12.28%
$348.66 - $410.0 $52K - $61.1K
1.36K $480K
ORI
Old Republic International Corp

Financial Services
960
+ 6.49%
$34.4 - $38.98 $33K - $37.4K
15.8K $570K
HTGC
Hercules Capital, Inc.

Financial Services
1.88K
+ 12.25%
$18.53 - $20.22 $34.7K - $37.9K
17.2K $345K
ANF
Abercrombie & Fitch CO

Consumer Cyclical
133
+ 5.56%
$131.26 - $163.78 $17.5K - $21.8K
2.53K $377K
MFG
Mizuho Financial Group Inc

Financial Services
5.35K
+ 23.45%
$4.05 - $5.26 $21.7K - $28.1K
28.1K $137K
VOOV
Vanguard S&P 500 Value ETF

ETFs
288
+ 16.2%
$184.21 - $199.29 $53.1K - $57.4K
2.07K $381K
MAIN
Main Street Capital Corp

Financial Services
22
+ 0.45%
$49.95 - $58.58 $1.1K - $1.29K
4.86K $284K
AIQ
Global X Funds Global X Artifi

ETFs
48
+ 0.18%
$36.57 - $40.57 $1.76K - $1.95K
26.4K $1.02M
EPD
Enterprise Products Partners L.P.

Energy
325
+ 2.32%
$28.66 - $34.43 $9.31K - $11.2K
14.3K $449K
GSUS
Goldman Sachs ETF Tr Marketbet

ETFs
413
+ 14.37%
$77.98 - $84.06 $32.2K - $34.7K
3.29K $265K
QLV
Flexshares Us Quality Low Vola

ETFs
1.08K
+ 4.04%
$65.2 - $68.29 $70.5K - $73.9K
27.9K $1.82M
VDE
Vanguard Energy ETF

ETFs
339
+ 7.32%
$116.67 - $136.78 $39.6K - $46.4K
4.97K $602K
FNDA
Schwab Fundamental U S Small C

ETFs
15K
+ 108.77%
$29.26 - $59.11 $440K - $889K
28.9K $856K
ALL
Allstate Corp

Financial Services
92
+ 2.13%
$181.25 - $208.2 $16.7K - $19.2K
4.4K $848K
GFF
Griffon Corp

Industrials
319
+ 5.93%
$62.88 - $85.16 $20.1K - $27.2K
5.7K $406K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
389
+ 9.59%
$62.07 - $66.61 $24.1K - $25.9K
4.45K $284K
ELV
Elevance Health, Inc.

Healthcare
490
+ 48.09%
$365.96 - $514.62 $179K - $252K
1.51K $557K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
2.37K
+ 5.58%
$45.17 - $47.23 $107K - $112K
44.8K $2.03M
GPN
Global Payments Inc

Industrials
68
+ 3.44%
$97.57 - $119.38 $6.63K - $8.12K
2.04K $229K
VONG
Vanguard Russell 1000 Growth E

ETFs
99
+ 4.7%
$95.27 - $107.82 $9.43K - $10.7K
2.2K $227K
SUB
Ishares Short Term National Mu

ETFs
246
+ 6.82%
$104.94 - $106.2 $25.8K - $26.1K
3.85K $406K
GLW
Corning Inc

Technology
2
+ 0.02%
$44.11 - $49.76 $88.2 - $99.5
9.81K $466K
VPC
Etfis Ser Tr I Virtus Private

ETFs
1.38K
+ 12.96%
$21.52 - $22.98 $29.7K - $31.7K
12K $261K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
254
+ 8.18%
$94.79 - $95.69 $24.1K - $24.3K
3.36K $318K
WSBC
Wesbanco Inc

Financial Services
5
+ 0.07%
$28.7 - $36.45 $144 - $182
7.11K $231K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
24.3K
+ 199.82%
$22.01 - $66.82 $535K - $1.62M
36.5K $827K
RDVY
First Trust Rising Dividend Ac

ETFs
405
+ 0.51%
$58.65 - $64.37 $23.8K - $26.1K
80.4K $4.76M
UPRO
Proshares Trust Proshares Ultr

ETFs
27
+ 0.43%
$82.66 - $99.48 $2.23K - $2.69K
6.36K $563K
BSM
Black Stone Minerals, L.P.

Energy
1.79K
+ 10.16%
$13.86 - $15.57 $24.8K - $27.9K
19.4K $283K
SAIA
Saia Inc

Industrials
10
+ 1.67%
$411.44 - $569.08 $4.11K - $5.69K
608 $277K
IBCP
Independent Bank Corp

Financial Services
1
+ 0.01%
$31.36 - $38.99 $31.4 - $39
10.2K $354K
CRVL
Corvel Corp

Financial Services
1.65K
+ 211.13%
$111.26 - $370.61 $184K - $612K
2.43K $270K
AVDE
American Centy ETF Tr Avantis

ETFs
1.91K
+ 10.51%
$60.9 - $66.69 $116K - $127K
20.1K $1.23M
MSCI
Msci Inc.

Financial Services
4
+ 0.6%
$569.09 - $635.99 $2.28K - $2.54K
673 $403K
DBND
Doubleline ETF Tr Opportunisti

ETFs
806
+ 7.11%
$45.15 - $47.26 $36.4K - $38.1K
12.1K $549K
DELL
Dell Technologies Inc.

Technology
198
+ 6.81%
$111.96 - $144.21 $22.2K - $28.6K
3.11K $357K
NOC
Northrop Grumman Corp

Industrials
231
+ 14.19%
$466.52 - $543.88 $108K - $126K
1.86K $872K
STLD
Steel Dynamics Inc

Basic Materials
128
+ 6.96%
N/A
1.97K $192K
KNSL
Kinsale Capital Group, Inc.

Financial Services
20
+ 4.16%
$424.05 - $524.22 $8.48K - $10.5K
501 $233K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
176
+ 6.74%
$91.94 - $100.02 $16.2K - $17.6K
2.79K $258K
PRI
Primerica, Inc.

Financial Services
10
+ 1.2%
$265.71 - $304.93 $2.66K - $3.05K
844 $229K
PCG
Pg&E Corp

Utilities
3
+ 0.02%
$19.2 - $21.63 $57.6 - $64.9
17.7K $356K
IFRA
Ishares Tr

ETFs
222
+ 3.93%
$45.94 - $51.71 $10.2K - $11.5K
5.87K $271K
DOX
Amdocs LTD

Technology
124
+ 5.37%
$82.94 - $92.86 $10.3K - $11.5K
2.43K $206K
RELX
Relx PLC

Communication Services
363
+ 6.89%
$44.45 - $48.63 $16.1K - $17.7K
5.63K $255K
F
Ford Motor CO

Consumer Cyclical
8.34K
+ 7.05%
$9.69 - $11.4 $80.8K - $95.1K
127K $1.25M
AVSU
American Centy ETF Tr Avantis

ETFs
6
+ 0.13%
$64.29 - $69.59 $386 - $418
4.7K $310K
SONY
Sony Group Corp

Technology
8.61K
+ 364.69%
$17.53 - $96.8 $151K - $834K
11K $232K
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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