Axxcess Wealth Management, LLC New Holdings in Q3 2025

Axxcess Wealth Management, LLC

  • $4.58 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
552K
New
$202.38 - $256.87 $112M - $142M
552K $140M
DDWM
Wisdomtree Tr Currency Hedged

ETFs
1.11M
New
$39.39 - $42.09 $43.8M - $46.8M
1.11M $46.4M
TNA
Direxion Daily Small Cap Bull

ETFs
129K
New
$32.54 - $47.12 $4.19M - $6.07M
129K $5.82M
SDS
Proshares Tr Ultrashort S&P 50

ETFs
299K
New
$14.45 - $16.7 $4.32M - $4.99M
299K $4.32M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
30.5K
New
$102.4 - $103.88 $3.13M - $3.17M
30.5K $3.16M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
29.3K
New
$68.24 - $73.73 $2M - $2.16M
29.3K $2.15M
HEI
Heico Corp

Industrials
6.3K
New
$304.5 - $337.56 $1.92M - $2.13M
6.3K $2.03M
WDC
Western Digital Corp

Technology
14.1K
New
$63.84 - $120.06 $902K - $1.7M
14.1K $1.7M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
9.09K
New
$103.83 - $179.9 $944K - $1.64M
9.09K $1.62M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
28.3K
New
$50.9 - $52.37 $1.44M - $1.48M
28.3K $1.48M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
7.39K
New
$128.6 - $136.01 $951K - $1.01M
7.39K $999K
QQH
Northern Lts Fd Tr Iii Hcm Def

ETFs
12.6K
New
$66.7 - $76.76 $841K - $968K
12.6K $962K
XLB
Select Sector Spdr Fd Material

ETFs
9.89K
New
$86.72 - $92.61 $857K - $916K
9.89K $885K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
18.4K
New
$41.5 - $43.83 $763K - $805K
18.4K $805K
SMR
Nuscale Power Corp

Industrials
21.7K
New
$32.65 - $51.67 $708K - $1.12M
21.7K $780K
PVAL
Putnam ETF Tr Putnam Focused L
17.5K
New
$39.93 - $42.72 $699K - $748K
17.5K $748K
DASH
Door Dash, Inc.

Communication Services
2.33K
New
$234.5 - $272.5 $546K - $635K
2.33K $633K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
6.41K
New
$43.07 - $91.37 $276K - $586K
6.41K $585K
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
14.1K
New
$36.37 - $38.37 $512K - $540K
14.1K $540K
IGF
Ishares Global Infrastructure

ETFs
8.23K
New
$58.29 - $61.43 $480K - $505K
8.23K $502K
RGTI
Rigetti Computing, Inc.

Technology
16.1K
New
$11.33 - $32.1 $182K - $517K
16.1K $479K
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
8.21K
New
N/A
8.21K $472K
FIX
Comfort Systems Usa Inc

Industrials
526
New
$521.66 - $825.18 $274K - $434K
526 $434K
ACM
Aecom

Industrials
3.25K
New
$111.08 - $132.99 $361K - $432K
3.25K $423K
MDB
Mongo Db, Inc.

Technology
1.36K
New
$201.0 - $334.87 $274K - $456K
1.36K $422K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
17.2K
New
$20.22 - $21.71 $348K - $373K
17.2K $370K
MEDP
Medpace Holdings, Inc.

Healthcare
673
New
$308.88 - $514.16 $208K - $346K
673 $346K
ACIO
ETF Ser Solutions Aptus Collar

ETFs
7.47K
New
$41.26 - $43.63 $308K - $326K
7.47K $324K
BKR
Baker Hughes CO

Energy
6.61K
New
$38.68 - $50.55 $256K - $334K
6.61K $321K
HMOP
Hartford Fds Exchange Traded T

ETFs
7.98K
New
$37.94 - $39.14 $303K - $312K
7.98K $311K
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
4.58K
New
$63.74 - $68.36 $292K - $313K
4.58K $310K
RKT
Rocket Companies, Inc.

Financial Services
14.6K
New
$13.31 - $21.16 $194K - $308K
14.6K $282K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
6.3K
New
$42.75 - $43.37 $269K - $273K
6.3K $272K
SCHC
Schwab Strategic Tr Intl Small

ETFs
5.85K
New
$42.28 - $45.71 $247K - $267K
5.85K $266K
CWB
Spdr Bloomberg Convertible Sec

ETFs
2.92K
New
$82.29 - $90.77 $240K - $265K
2.92K $264K
XRT
Spdr Series Tr Spdr S&P Retail

ETFs
3.06K
New
$77.85 - $88.49 $238K - $271K
3.06K $263K
BE
Bloom Energy Corp

Industrials
3.06K
New
$22.13 - $86.27 $67.8K - $264K
3.06K $259K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
10.8K
New
$23.54 - $23.97 $255K - $260K
10.8K $259K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
2.32K
New
$100.4 - $119.58 $233K - $277K
2.32K $256K
PLD
Prologis, Inc.

Real Estate
2.21K
New
$104.08 - $115.35 $229K - $254K
2.21K $252K
TTMI
Ttm Technologies Inc

Technology
4.36K
New
$40.06 - $57.75 $175K - $252K
4.36K $251K
ARGX
Argenx Se

Healthcare
335
New
$538.64 - $768.0 $180K - $257K
335 $247K
DFAE
Dimensional ETF Tr

ETFs
7.86K
New
$28.84 - $31.84 $227K - $250K
7.86K $247K
DHI
Horton D R Inc

Consumer Cyclical
1.43K
New
$129.82 - $184.04 $186K - $264K
1.43K $243K
FCG
First Tr Exchange Traded Fd

ETFs
10.3K
New
$22.47 - $24.38 $232K - $252K
10.3K $242K
ODFL
Old Dominion Freight Line, Inc.

Industrials
1.69K
New
$138.59 - $171.12 $234K - $290K
1.69K $238K
HSUN
Hartford Fds Exchange Traded T

ETFs
6.98K
New
N/A
6.98K $238K
TWLO
Twilio Inc

Communication Services
2.37K
New
$92.44 - $132.7 $219K - $314K
2.37K $236K
CFG
Citizens Financial Group Inc

Financial Services
4.33K
New
$46.1 - $53.65 $199K - $232K
4.33K $229K
Activity Summary
Buys All Purchases 488 New Holdings 98 Increased Positions 390 Sells All Sells 365 Reductions 365 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Axxcess Wealth Management, LLC Portfolio

Follow Axxcess Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Axxcess Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Axxcess Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email