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
ABR
Arbor Realty Trust Inc

Real Estate
1.62K
+ 14.78%
$13.66 - $15.64 $22.1K - $25.3K
12.6K $174K
CQQQ
Invesco Exchange Traded Fd Tr

ETFs
925
+ 5.04%
$38.83 - $50.84 $35.9K - $47K
19.3K $759K
Invesco Exchange Traded Fd T
2.15K
+ 5.55%
N/A
40.8K $0
Proshares Tr
4.63K
+ 20.54%
N/A
27.2K $0
EWMC
Invesco Exchange Traded Fd Tr

ETFs
3.9K
+ 102.5%
N/A
7.7K $0
Victory Portfolios Ii
4.17K
+ 49.84%
N/A
12.5K $0
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
258
+ 2.22%
$22.39 - $23.45 $5.78K - $6.05K
11.9K $272K
Pimco ETF Tr
24
+ 0.17%
N/A
14.2K $0
America Movil Sab De Cv
17.5K
+ 135.09%
N/A
30.5K $0
T Rowe Price ETF Inc
1.14K
+ 14.97%
N/A
8.72K $0
Zacks Trust
1.37K
+ 1.39%
N/A
100K $0
Ge Vernova Inc
2.12K
+ 110.98%
N/A
4.04K $0
Ftai Aviation LTD
362
+ 10.05%
N/A
3.97K $0
CARY
Angel Oak Fds Tr Income Etf(De
11.9K
+ 3.62%
N/A
340K $0
Flutter Entmt PLC
18
+ 0.94%
N/A
1.93K $0
Ishares Bitcoin Trust ETF
65.2K
+ 341.77%
N/A
84.3K $0
GDV
Gabelli Dividend & Income Trust

Financial Services
41
+ 0.5%
$23.77 - $25.59 $975 - $1.05K
8.32K $201K
VPU
Vanguard Utilities ETF

ETFs
74
+ 5.97%
$160.52 - $179.11 $11.9K - $13.3K
1.31K $214K
ICF
Ishares Tr

ETFs
576
+ 9.17%
$58.8 - $66.61 $33.9K - $38.4K
6.86K $413K
ACN
Accenture PLC

Technology
89
+ 0.43%
$343.9 - $376.86 $30.6K - $33.5K
20.8K $7.32M
SHV
Ishares Tr

ETFs
78
+ 0.32%
$109.92 - $110.57 $8.57K - $8.62K
24.1K $2.66M
PEG
Public Service Enterprise Group Inc

Utilities
346
+ 4.87%
$81.87 - $94.51 $28.3K - $32.7K
7.46K $630K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
3.54K
+ 90.54%
$27.45 - $55.56 $97.2K - $197K
7.45K $211K
BOE
Black Rock Enhanced Global Dividend Trust

Financial Services
55
+ 0.43%
$10.65 - $11.42 $586 - $628
12.8K $138K
ECL
Ecolab Inc.

Basic Materials
190
+ 8.05%
$234.32 - $261.43 $44.5K - $49.7K
2.55K $597K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
377
+ 1.45%
$51.54 - $52.55 $19.4K - $19.8K
26.4K $1.36M
ALLO
Allogene Therapeutics, Inc.

Healthcare
347
+ 3.4%
$1.84 - $3.22 $638 - $1.12K
10.5K $22K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
64
+ 0.34%
$8.1 - $9.04 $518 - $579
19.1K $158K
XYL
Xylem Inc.

Industrials
641
+ 14.5%
$116.02 - $137.45 $74.4K - $88.1K
5.06K $587K
CB
Chubb LTD

Financial Services
105
+ 3.31%
$271.57 - $301.89 $28.5K - $31.7K
3.28K $905K
ICE
Intercontinental Exchange, Inc.

Financial Services
132
+ 5.52%
$148.29 - $166.93 $19.6K - $22K
2.52K $375K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
1
+ 0.53%
$1124.26 - $1344.96 $1.12K - $1.34K
188 $236K
SYY
Sysco Corp

Consumer Defensive
18
+ 0.24%
$73.63 - $81.77 $1.33K - $1.47K
7.55K $577K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.26K
+ 7.03%
$131.66 - $144.0 $166K - $182K
19.2K $2.54M
MIY
Blackrock Muniyield Michigan Quality Fund, Inc.

Financial Services
200
+ 1.05%
$11.09 - $12.09 $2.22K - $2.42K
19.3K $215K
ASTS
Ast Space Mobile, Inc.

Communication Services
1.51K
+ 16.66%
$21.1 - $28.49 $31.8K - $43K
10.6K $222K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
1
+ 0.02%
$43.02 - $47.32 $43 - $47.3
6.36K $275K
AVRE
American Centy ETF Tr Avantis
1.59K
+ 10.1%
$41.03 - $46.91 $65.3K - $74.7K
17.4K $727K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
181
+ 4.09%
$55.45 - $61.08 $10K - $11.1K
4.6K $255K
AVIG
American Centy ETF Tr Avantis

ETFs
9.3K
+ 4.57%
$40.48 - $42.48 $376K - $395K
213K $8.63M
NUHY
Nuveen Esg High Yield Corp Bon

ETFs
605
+ 1.15%
$21.02 - $21.57 $12.7K - $13K
53.3K $1.13M
AVSE
American Centy ETF Tr Avantis

ETFs
57
+ 1.29%
$50.47 - $56.52 $2.88K - $3.22K
4.48K $226K
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
93
+ 0.61%
$26.08 - $27.65 $2.43K - $2.57K
15.3K $399K
EEMA
Ishares Msci Emerging Markets

ETFs
45
+ 1.33%
$71.65 - $82.07 $3.22K - $3.69K
3.42K $244K
DTE
Dte Energy CO

Utilities
517
+ 4.77%
$117.04 - $129.77 $60.5K - $67.1K
11.4K $1.37M
IEF
Ishares Barclays

ETFs
986
+ 5.06%
$92.08 - $98.18 $90.8K - $96.8K
20.5K $1.89M
SHEL
Shell PLC

Energy
2
+ 0.03%
$60.63 - $70.23 $121 - $140
6.06K $379K
EPI
Wisdomtree Tr India Earnings F

ETFs
169
+ 3.05%
$45.09 - $50.08 $7.62K - $8.46K
5.72K $258K
HRB
H&R Block Inc

Consumer Cyclical
274
+ 7.67%
$52.14 - $63.36 $14.3K - $17.4K
3.85K $203K
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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