Axxcess Wealth Management, LLC New Holdings in Q2 2024

Axxcess Wealth Management, LLC

  • $3.61 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
32.5K
New
$495.16 - $548.49 $16.1M - $17.8M
32.5K $17.7M
ZECP
Zacks Tr Earnings Constant Por

ETFs
294K
New
$26.83 - $29.04 $7.89M - $8.54M
294K $8.48M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
505K
New
$13.49 - $15.05 $6.82M - $7.61M
505K $7.23M
NTAP
Net App, Inc.

Technology
50.6K
New
$97.91 - $129.03 $4.95M - $6.52M
50.6K $6.51M
CELH
Celsius Holdings, Inc.

Consumer Defensive
95K
New
$55.86 - $96.09 $5.31M - $9.13M
95K $5.43M
SPYG
Spdr Portfolio

ETFs
42.6K
New
$68.71 - $80.95 $2.93M - $3.45M
42.6K $3.41M
IDV
Ishares Tr

ETFs
103K
New
$26.94 - $30.1 $2.77M - $3.1M
103K $2.85M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
24.4K
New
$74.81 - $88.63 $1.83M - $2.17M
24.4K $2.14M
DGRO
Ishares Core Dividend Growth E

ETFs
36.9K
New
$55.23 - $58.55 $2.04M - $2.16M
36.9K $2.12M
JSML
Janus Detroit Str Tr Henderson

ETFs
35.2K
New
$56.12 - $60.43 $1.97M - $2.13M
35.2K $2.08M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
19.2K
New
$96.76 - $109.6 $1.85M - $2.1M
19.2K $1.86M
FDHY
Fidelity Covington Trust High

ETFs
38.3K
New
$47.07 - $48.22 $1.8M - $1.85M
38.3K $1.83M
QLV
Flexshares Us Quality Low Vola

ETFs
26.6K
New
$58.25 - $62.79 $1.55M - $1.67M
26.6K $1.66M
IWY
Ishares Tr Russell 200 Growth

ETFs
7.26K
New
$183.56 - $216.15 $1.33M - $1.57M
7.26K $1.56M
SPTL
Spdr Portfolio Long Term Treas

ETFs
39.2K
New
$26.06 - $27.96 $1.02M - $1.1M
39.2K $1.07M
IRM
Iron Mountain Inc

Real Estate
11.6K
New
$74.42 - $89.62 $866K - $1.04M
11.6K $1.04M
AVES
American Centy ETF Tr Avantis

ETFs
13.5K
New
$46.2 - $50.62 $625K - $685K
13.5K $659K
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
14.5K
New
$40.11 - $42.58 $582K - $618K
14.5K $617K
BUFB
Innovator Etfs Tr Laddered Fd

ETFs
19.4K
New
$28.59 - $30.54 $556K - $594K
19.4K $593K
VDE
Vanguard Energy ETF

ETFs
4.59K
New
$123.17 - $136.7 $565K - $628K
4.59K $585K
CZA
Invesco Exchange Traded Fd Tr

ETFs
5.97K
New
$95.07 - $100.93 $568K - $603K
5.97K $583K
DUOL
Duolingo, Inc.

Technology
2.77K
New
$175.78 - $248.84 $487K - $689K
2.77K $577K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
21.2K
New
$25.36 - $25.52 $537K - $540K
21.2K $540K
IRDM
Iridium Communications Inc.

Communication Services
19.5K
New
$24.65 - $31.8 $481K - $620K
19.5K $519K
PDN
Invesco Fd Tr

ETFs
15.1K
New
$31.6 - $33.74 $476K - $508K
15.1K $486K
ROST
Ross Stores, Inc.

Consumer Cyclical
3.27K
New
$127.68 - $150.38 $417K - $491K
3.27K $474K
UL
Unilever PLC

Consumer Defensive
8.26K
New
$46.47 - $56.38 $384K - $466K
8.26K $454K
DJUN
First Tr Ex Trd Viii Cboe Vest

Technology
10.8K
New
$39.25 - $40.94 $424K - $442K
10.8K $441K
FSLR
First Solar, Inc.

Technology
1.9K
New
$166.73 - $300.71 $317K - $572K
1.9K $428K
WDC
Western Digital Corp

Technology
5.3K
New
$66.05 - $80.23 $350K - $425K
5.3K $401K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
12.6K
New
$28.55 - $30.21 $360K - $381K
12.6K $379K
KSS
Kohls Corp

Consumer Cyclical
16.2K
New
$21.02 - $29.35 $341K - $476K
16.2K $372K
GNRC
Generac Holdings Inc.

Industrials
2.81K
New
$127.41 - $154.23 $357K - $433K
2.81K $370K
SNAP
Snap Inc

Communication Services
21.8K
New
$10.34 - $17.14 $226K - $374K
21.8K $362K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
4.17K
New
$83.97 - $89.72 $350K - $374K
4.17K $360K
QLC
Flexshares Tr Us Quality Large

ETFs
5.84K
New
$55.69 - $61.91 $325K - $361K
5.84K $359K
JBBB
Janus Detroit Str Tr Henderson

ETFs
6.83K
New
$48.66 - $49.26 $332K - $336K
6.83K $335K
SUB
Ishares Short Term National Mu

ETFs
3.14K
New
$104.04 - $104.8 $327K - $329K
3.14K $328K
FERG
Ferguson PLC

Industrials
1.64K
New
$190.98 - $223.85 $313K - $367K
1.64K $317K
HTGC
Hercules Capital, Inc.

Financial Services
15.3K
New
$17.96 - $20.45 $275K - $313K
15.3K $312K
PULS
Pgim ETF Tr

ETFs
6.18K
New
$49.47 - $49.75 $306K - $307K
6.18K $307K
FDL
First Tr Morningstar Dividend

ETFs
7.53K
New
$36.38 - $39.01 $274K - $294K
7.53K $285K
GSUS
Goldman Sachs ETF Tr Marketbet

ETFs
3.8K
New
$68.02 - $75.26 $258K - $286K
3.8K $283K
BKNG
Booking Holdings Inc.

Consumer Cyclical
71
New
$3414.82 - $4014.38 $242K - $285K
71 $281K
BSM
Black Stone Minerals, L.P.

Energy
17.9K
New
$15.36 - $16.7 $274K - $298K
17.9K $279K
TLTD
Flexshares Morningstar Dev Mkt

ETFs
3.91K
New
$68.63 - $73.28 $269K - $287K
3.91K $273K
CMI
Cummins Inc

Industrials
985
New
$266.48 - $302.86 $262K - $298K
985 $272K
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
4.42K
New
$56.67 - $60.99 $251K - $270K
4.42K $268K
AVRE
American Centy ETF Tr Avantis
6.42K
New
$38.89 - $42.05 $250K - $270K
6.42K $264K
Activity Summary
Buys All Purchases 431 New Holdings 108 Increased Positions 323 Sells All Sells 342 Reductions 342 Sold out 0 Options Calls 0 Puts 1
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