Axxcess Wealth Management, LLC Reduced Holdings in Q4 2024

Axxcess Wealth Management, LLC

  • $3.96 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
-28.5K
- 31.4%
$481.22 - $538.17 $13.7M - $15.4M
62.4K $31.9M
SSO
Proshares Ultra S&P 500

ETFs
-114K
- 35.92%
$87.92 - $99.73 $10M - $11.4M
203K $18.8M
ASML
Asml Holding Nv

Technology
-6.7K
- 82.54%
$658.43 - $872.27 $4.41M - $5.84M
1.42K $981K
UPS
United Parcel Service Inc

Industrials
-38K
- 75.59%
$122.65 - $138.35 $4.66M - $5.25M
12.3K $1.55M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-19.8K
- 51.5%
$174.22 - $187.62 $3.44M - $3.71M
18.6K $3.26M
IVV
Ishares Core S&P 500 ETF

ETFs
-6.64K
- 19.7%
$570.51 - $610.59 $3.79M - $4.05M
27K $15.9M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-27.2K
- 26.7%
$87.1 - $98.49 $2.37M - $2.68M
74.6K $6.52M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-57.7K
- 23.11%
$51.09 - $55.27 $2.95M - $3.19M
192K $9.82M
VZ
Verizon Communications Inc

Communication Services
-58.2K
- 27.6%
$39.6 - $45.21 $2.3M - $2.63M
153K $6.1M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-1.22K
- 5.28%
$501.29 - $612.85 $612K - $748K
21.9K $11.4M
SPY
Spdr S&P 500 ETF Trust

ETFs
-5.12K
- 15.09%
$567.81 - $607.81 $2.91M - $3.11M
28.8K $16.9M
UNH
Unitedhealth Group Inc

Healthcare
-64
- 0.21%
$485.52 - $625.25 $31.1K - $40K
30.9K $15.6M
XLE
Energy Sector Spdr

ETFs
-26.5K
- 56.72%
$83.32 - $97.27 $2.21M - $2.58M
20.2K $1.73M
XOM
Exxon Mobil Corp

Energy
-5.16K
- 3.06%
$105.51 - $125.37 $544K - $647K
164K $17.6M
IEFA
Ishares Tr

ETFs
-16.6K
- 12.97%
$70.06 - $77.43 $1.16M - $1.28M
111K $7.82M
XLV
Select Sector Spdr Fund Health

ETFs
-11.4K
- 43.19%
$136.28 - $154.74 $1.56M - $1.77M
15.1K $2.07M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-11.1K
- 3.07%
$113.92 - $127.38 $1.26M - $1.41M
350K $40.4M
JNJ
Johnson & Johnson

Healthcare
-818
- 0.83%
$143.34 - $165.86 $117K - $136K
97.2K $14.1M
AMGN
Amgen Inc

Healthcare
-3.5K
- 24.97%
$258.78 - $328.31 $906K - $1.15M
10.5K $2.74M
GUNR
Flexshares Tr Morningstar Glob

ETFs
-34.5K
- 38.52%
$36.15 - $41.9 $1.25M - $1.45M
55.1K $2M
INTU
Intuit Inc

Technology
-2.76K
- 24.03%
$602.01 - $706.25 $1.66M - $1.95M
8.73K $5.48M
KO
Coca Cola CO

Consumer Defensive
-3.07K
- 2.15%
$61.74 - $71.71 $190K - $220K
140K $8.72M
CGDV
Capital Group Divid Value ETF

ETFs
-22.5K
- 3.48%
$35.16 - $37.12 $793K - $837K
626K $22.1M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-16.3K
- 41.89%
$75.1 - $82.99 $1.22M - $1.35M
22.6K $1.71M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-20K
- 15.21%
$33.77 - $44.09 $676K - $883K
112K $3.79M
MRK
Merck & Co., Inc.

Healthcare
-3.41K
- 4.37%
$96.31 - $114.76 $328K - $391K
74.6K $7.42M
HDV
Ishares Core High Dividend ETF

ETFs
-11.9K
- 66.33%
$110.82 - $121.28 $1.31M - $1.44M
6.02K $675K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-52.4K
- 59.87%
$24.94 - $26.14 $1.31M - $1.37M
35.2K $878K
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
-19.9K
- 85.57%
$67.57 - $76.22 $1.35M - $1.52M
3.36K $232K
ACGL
Arch Capital Group Ltd.

Financial Services
-427
- 0.63%
$88.71 - $114.86 $37.9K - $49K
66.9K $6.18M
PEP
Pepsico Inc

Consumer Defensive
-507
- 0.72%
$151.29 - $176.1 $76.7K - $89.3K
70.2K $10.7M
HYG
Ishares Tr

ETFs
-16.5K
- 65.2%
$78.09 - $80.04 $1.29M - $1.32M
8.81K $692K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-4.68K
- 1.53%
$71.75 - $75.11 $336K - $352K
302K $21.7M
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
-39.3K
- 17.22%
$25.26 - $26.59 $993K - $1.05M
189K $4.8M
HD
Home Depot, Inc.

Consumer Cyclical
-1.18K
- 2.44%
$385.02 - $431.37 $455K - $509K
47.2K $18.4M
XLC
Select Sector Spdr Tr Communic

ETFs
-14.9K
- 36.65%
$89.66 - $102.16 $1.34M - $1.52M
25.8K $2.5M
META
Meta Platforms, Inc.

Communication Services
-3.46K
- 6.87%
$554.08 - $632.68 $1.92M - $2.19M
46.9K $27.7M
USFR
Wisdomtree Floating Rate Treas

ETFs
-22.8K
- 10.32%
$50.23 - $50.46 $1.15M - $1.15M
198K $9.98M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-24.1K
- 68.99%
$46.48 - $51.32 $1.12M - $1.24M
10.8K $521K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-6.98K
- 14.02%
$59.25 - $72.99 $414K - $509K
42.8K $2.56M
TJX
Tjx Companies Inc

Consumer Cyclical
-9.52K
- 62.11%
$112.15 - $127.2 $1.07M - $1.21M
5.81K $702K
GD
General Dynamics Corp

Industrials
-2.77K
- 29.27%
$260.28 - $314.03 $721K - $870K
6.7K $1.76M
REZ
Ishares Tr Residential And Mul

ETFs
-8.46K
- 17.15%
$79.04 - $89.77 $668K - $759K
40.9K $3.31M
AMAT
Applied Materials Inc

Technology
-100
- 0.4%
$161.44 - $213.89 $16.1K - $21.4K
25.1K $4.09M
DHR
Danaher Corp

Healthcare
-1.31K
- 9.9%
$226.16 - $274.52 $296K - $359K
11.9K $2.73M
CGGO
Capital Group Global Growth Eq

ETFs
-23.2K
- 8.59%
$29.21 - $30.67 $679K - $712K
247K $7.22M
LMT
Lockheed Martin Corp

Industrials
-497
- 7.1%
$479.66 - $614.62 $238K - $305K
6.5K $3.16M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-1.8K
- 63.09%
$396.64 - $516.74 $713K - $929K
1.05K $423K
QDPL
Pacer Fds Tr Metaurus Us Large
-24.9K
- 17.99%
$37.54 - $40.11 $933K - $997K
113K $4.35M
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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