Axxcess Wealth Management, LLC Sells in Q2 2024

Axxcess Wealth Management, LLC

  • $3.61 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
-48.1K
- 88.57%
$322.46 - $377.11 $15.5M - $18.1M
6.21K $2.32M
HD
Home Depot, Inc.

Consumer Cyclical
-18.7K
- 29.74%
$325.1 - $368.03 $6.07M - $6.87M
44.1K $15.2M
MSCI
Msci Inc.

Financial Services
-13.5K
- 95.48%
$446.0 - $554.83 $6.01M - $7.47M
637 $306K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-147K
- 11.44%
$50.22 - $50.48 $7.37M - $7.4M
1.14M $57.3M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-37.2K
- 62.81%
$159.21 - $168.37 $5.92M - $6.26M
22K $3.62M
ADBE
Adobe Inc.

Technology
-12.8K
- 61.31%
$439.02 - $555.54 $5.62M - $7.11M
8.08K $4.49M
CVX
Chevron Corp

Energy
-35.3K
- 33.63%
$152.57 - $166.33 $5.39M - $5.88M
69.7K $10.9M
JPM
Jpmorgan Chase & CO

Financial Services
-27.2K
- 16.29%
$180.08 - $204.79 $4.9M - $5.57M
140K $28.3M
NEE
Nextera Energy Inc

Utilities
-84.3K
- 41.59%
$61.7 - $80.02 $5.2M - $6.75M
118K $8.38M
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
-11.2K
- 92.98%
$295.3 - $349.35 $3.31M - $3.92M
847 $267K
IWM
Ishares Russell 2000 ETF

ETFs
-14.6K
- 29.63%
$192.84 - $209.44 $2.81M - $3.06M
34.7K $7.03M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-61.9K
- 69.17%
$35.73 - $39.2 $2.21M - $2.42M
27.6K $1.06M
CSX
Csx Corp

Industrials
-39.7K
- 12.93%
$32.18 - $36.78 $1.28M - $1.46M
267K $8.94M
COP
Conocophillips

Energy
-15.2K
- 31.18%
$109.39 - $133.52 $1.67M - $2.04M
33.7K $3.85M
CDNS
Cadence Design Systems Inc

Technology
-7.52K
- 70.92%
$274.55 - $326.5 $2.06M - $2.45M
3.08K $948K
DIS
Walt Disney CO

Communication Services
-8.39K
- 12.78%
$99.29 - $122.82 $833K - $1.03M
57.3K $5.69M
ADP
Automatic Data Processing Inc

Industrials
-7.86K
- 19.35%
$237.3 - $254.02 $1.87M - $2M
32.8K $7.82M
XLY
Select Sector Spdr Consumer Di

ETFs
-12.6K
- 73.92%
$169.76 - $184.45 $2.13M - $2.32M
4.43K $807K
V
Visa Inc.

Financial Services
-5.01K
- 8.46%
$262.47 - $281.5 $1.31M - $1.41M
54.2K $14.2M
JCPB
J P Morgan Exchange Traded Fd

ETFs
-48.7K
- 71.79%
$45.27 - $46.67 $2.21M - $2.27M
19.2K $887K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-45.1K
- 88.78%
$43.12 - $48.83 $1.94M - $2.2M
5.7K $248K
BLK
Black Rock Inc.

Financial Services
-2.51K
- 53.0%
$747.3 - $826.77 $1.87M - $2.07M
2.22K $1.75M
NOC
Northrop Grumman Corp

Industrials
-4.22K
- 72.1%
$423.42 - $488.06 $1.79M - $2.06M
1.63K $711K
F
Ford Motor CO

Consumer Cyclical
-151K
- 60.39%
$11.56 - $13.65 $1.74M - $2.06M
98.8K $1.24M
PJAN
Innovator U.S. Equity Power Bu

ETFs
-53.7K
- 49.45%
$38.2 - $40.26 $2.05M - $2.16M
54.9K $2.21M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-7.05K
- 0.96%
$56.43 - $60.79 $398K - $429K
725K $42.4M
IDEV
Ishares Core Msci Intl Develop

ETFs
-1.73K
- 0.14%
$64.09 - $68.74 $111K - $119K
1.26M $82.8M
RTX
Raytheon Technologies Corp

Industrials
-20.7K
- 26.75%
$97.55 - $108.44 $2.02M - $2.24M
56.6K $5.69M
GPI
Group 1 Automotive Inc

Consumer Cyclical
-6.09K
- 88.18%
$263.16 - $322.62 $1.6M - $1.96M
816 $242K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-4.06K
- 1.29%
$102.13 - $110.88 $415K - $450K
311K $33.2M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-1.68K
- 7.1%
$541.52 - $599.02 $907K - $1M
21.9K $12.1M
LMT
Lockheed Martin Corp

Industrials
-3.59K
- 38.1%
$447.57 - $471.51 $1.6M - $1.69M
5.83K $2.72M
XLP
Consumer Staples Sector Spdr

ETFs
-19.2K
- 31.63%
$73.08 - $78.4 $1.4M - $1.5M
41.5K $3.18M
JPIE
J P Morgan Exchange Traded Fd
-31.4K
- 41.17%
$44.81 - $45.47 $1.41M - $1.43M
44.9K $2.04M
VLO
Valero Energy Corp

Energy
-7.61K
- 46.0%
$148.38 - $183.39 $1.13M - $1.4M
8.94K $1.4M
VOT
Vanguard Mid Cap Growth Index

ETFs
-5.92K
- 82.5%
$218.75 - $234.97 $1.29M - $1.39M
1.26K $288K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-30.8K
- 15.02%
$47.74 - $48.54 $1.47M - $1.49M
174K $8.45M
TGT
Target Corp

Consumer Defensive
-5.2K
- 27.22%
$141.16 - $177.82 $734K - $924K
13.9K $2.06M
CVS
Cvs Health Corp

Healthcare
-12.8K
- 47.5%
$53.63 - $79.56 $688K - $1.02M
14.2K $837K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-18.7K
- 9.04%
$55.45 - $57.39 $1.04M - $1.07M
188K $10.7M
MCD
Mcdonalds Corp

Consumer Cyclical
-2.11K
- 7.62%
$249.37 - $280.22 $526K - $591K
25.6K $6.52M
CB
Chubb LTD

Financial Services
-4.69K
- 67.7%
$243.01 - $274.28 $1.14M - $1.29M
2.24K $571K
WMB
Williams Companies, Inc.

Energy
-34.7K
- 48.49%
$37.58 - $43.11 $1.3M - $1.5M
36.9K $1.57M
CAT
Caterpillar Inc

Industrials
-1.36K
- 6.21%
$321.47 - $379.3 $436K - $514K
20.5K $6.82M
AXP
American Express CO

Financial Services
-5.19K
- 58.85%
$217.5 - $243.08 $1.13M - $1.26M
3.63K $839K
VOE
Vanguard Mid Cap Value Index F

ETFs
-7.27K
- 76.41%
$146.82 - $155.77 $1.07M - $1.13M
2.24K $337K
MPC
Marathon Petroleum Corp

Energy
-4.42K
- 33.62%
$168.76 - $219.13 $745K - $967K
8.72K $1.51M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-35.4K
- 57.46%
$31.14 - $34.36 $1.1M - $1.22M
26.2K $879K
ZTS
Zoetis Inc.

Healthcare
-6.46K
- 65.71%
$145.54 - $178.83 $940K - $1.15M
3.37K $584K
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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