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
SCHE
Schwab Strategic Tr Us Emergin

ETFs
4.87K
+ 8.1%
$26.63 - $30.23 $130K - $147K
65K $1.73M
AVEM
American Centy ETF Tr Avantis

ETFs
2.66K
+ 8.53%
$58.59 - $66.14 $156K - $176K
33.8K $1.99M
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
954
+ 1.86%
$21.66 - $22.69 $20.7K - $21.6K
52.4K $1.14M
FE
Firstenergy Corp

Utilities
9
+ 0.14%
$39.14 - $44.52 $352 - $401
6.34K $252K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
38
+ 0.9%
$63.27 - $70.31 $2.4K - $2.67K
4.26K $270K
EXC
Exelon Corp

Utilities
12
+ 0.12%
$36.22 - $40.97 $435 - $492
10.4K $392K
FCBC
First Community Bankshares Inc

Financial Services
8
+ 0.04%
$40.95 - $48.99 $328 - $392
18.1K $753K
VEU
Vanguard Ftse All World Ex Us

ETFs
342
+ 3.92%
$57.29 - $63.1 $19.6K - $21.6K
9.06K $519K
URI
United Rentals, Inc.

Industrials
39
+ 7.18%
$704.44 - $880.32 $27.5K - $34.3K
582 $409K
MKC
Mccormick & CO Inc

Consumer Defensive
1.05K
+ 5.6%
$73.97 - $84.09 $77.4K - $88K
19.7K $1.5M
EXAS
Exact Sciences Corp

Healthcare
110
+ 3.08%
$49.33 - $71.97 $5.43K - $7.92K
3.68K $206K
AVES
American Centy ETF Tr Avantis

ETFs
3.32K
+ 10.36%
$46.2 - $53.09 $154K - $176K
35.4K $1.64M
HLN
Haleon PLC

Healthcare
2.48K
+ 3.88%
$9.23 - $10.71 $22.9K - $26.6K
66.3K $634K
FCN
Fti Consulting, Inc

Industrials
103
+ 6.0%
$190.39 - $231.2 $19.6K - $23.8K
1.82K $347K
CSL
Carlisle Companies Inc

Industrials
5
+ 0.88%
$368.67 - $480.91 $1.84K - $2.4K
571 $210K
DEO
Diageo PLC

Consumer Defensive
192
+ 3.68%
$118.0 - $139.88 $22.7K - $26.9K
5.41K $688K
DNP
Dnp Select Income Fund Inc

Financial Services
842
+ 1.71%
$8.82 - $9.96 $7.43K - $8.39K
50.2K $442K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.26K
+ 1.08%
$49.79 - $51.14 $62.8K - $64.5K
118K $5.91M
VCIT
Vanguard Intermediate Term Cor

ETFs
342
+ 1.43%
$80.13 - $83.77 $27.4K - $28.6K
24.3K $1.95M
JXN
Jackson Financial Inc.

Financial Services
193
+ 1.08%
$84.91 - $113.74 $16.4K - $22K
18K $1.57M
SCHO
Schwab Short Term Us Treasury

ETFs
6.41K
+ 74.87%
$24.06 - $48.88 $154K - $313K
15K $359K
DVN
Devon Energy Corp

Energy
192
+ 1.83%
$30.52 - $42.96 $5.86K - $8.25K
10.7K $349K
ADI
Analog Devices Inc

Technology
3
+ 0.08%
$206.35 - $236.48 $619 - $709
3.55K $753K
KMB
Kimberly Clark Corp

Consumer Defensive
13
+ 0.22%
$130.37 - $146.09 $1.69K - $1.9K
6K $785K
EBND
Spdr Bloomberg Emerging Market

ETFs
427
+ 0.93%
$19.53 - $21.1 $8.34K - $9.01K
46.1K $900K
UNP
Union Pacific Corp

Industrials
1.09K
+ 6.22%
$223.15 - $249.32 $242K - $271K
18.6K $4.23M
MHO
M/I Homes, Inc.

Consumer Cyclical
131
+ 5.68%
$132.44 - $174.81 $17.3K - $22.9K
2.44K $323K
VNQ
Vanguard Specialized Funds Van

ETFs
813
+ 4.41%
$87.85 - $98.6 $71.4K - $80.2K
19.3K $1.72M
GP
Greenpower Motor CO Inc.

Consumer Cyclical
120K
+ 43.0%
$0.72 - $1.47 $86.7K - $177K
400K $296K
VHT
Vanguard Health Care ETF

ETFs
20
+ 0.62%
$250.81 - $283.3 $5.02K - $5.67K
3.25K $823K
PEY
Invesco Exchange Traded Fd Tr

ETFs
583
+ 0.39%
$21.1 - $23.08 $12.3K - $13.5K
151K $3.21M
OLED
Universal Display Corp Pa

Technology
15
+ 1.05%
$146.2 - $213.81 $2.19K - $3.21K
1.44K $210K
ROL
Rollins Inc

Consumer Cyclical
1.12K
+ 3.14%
$46.35 - $51.59 $51.7K - $57.6K
36.6K $1.7M
RTX
Raytheon Technologies Corp

Industrials
1.68K
+ 3.05%
$114.45 - $127.21 $192K - $214K
56.8K $6.57M
SBUX
Starbucks Corp

Consumer Cyclical
176
+ 0.87%
$87.44 - $102.5 $15.4K - $18K
20.4K $1.86M
IAU
Ishares Gold Trust

ETFs
1.5K
+ 0.14%
$48.37 - $52.65 $72.5K - $78.9K
1.04M $51.6M
KSS
Kohls Corp

Consumer Cyclical
68
+ 0.38%
$13.86 - $20.95 $942 - $1.42K
18.2K $255K
URNM
Sprott Fds Tr Uranium Miners E

ETFs
1.6K
+ 4.42%
$40.0 - $52.93 $63.8K - $84.4K
37.7K $1.52M
ERIE
Erie Indemnity CO

Financial Services
95
+ 6.49%
$401.65 - $542.86 $38.2K - $51.6K
1.56K $642K
MTD
Mettler Toledo International Inc

Healthcare
55
+ 6.75%
$1160.67 - $1498.12 $63.8K - $82.4K
870 $1.06M
IDV
Ishares Tr

ETFs
4.17K
+ 3.92%
$27.03 - $29.92 $113K - $125K
110K $3.02M
PHM
Pultegroup Inc

Consumer Cyclical
161
+ 2.68%
$108.86 - $149.04 $17.5K - $24K
6.17K $671K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
75.2K
+ 4.39%
$96.64 - $101.23 $7.26M - $7.61M
1.79M $173M
AEP
American Electric Power CO Inc

Utilities
2.04K
+ 5.5%
$90.91 - $102.21 $186K - $209K
39.2K $3.61M
PG
Procter & Gamble CO

Consumer Defensive
1.81K
+ 1.89%
$161.05 - $179.7 $291K - $325K
97.4K $16.3M
GE
General Electric CO

Industrials
93
+ 0.75%
$159.95 - $194.23 $14.9K - $18.1K
12.5K $2.09M
NUE
Nucor Corp

Basic Materials
175
+ 2.07%
$115.78 - $167.74 $20.3K - $29.4K
8.64K $1.01M
CTAS
Cintas Corp

Industrials
79
+ 0.65%
$182.7 - $226.47 $14.4K - $17.9K
12.2K $2.23M
DD
Du Pont De Nemours, Inc.

Basic Materials
1.45K
+ 4.88%
$75.95 - $88.05 $110K - $128K
31.2K $2.38M
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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