Access Financial Services, Inc. Incresed Positions in Q4 2024

Access Financial Services, Inc.

  • $169 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FNDX
Schwab Fundamental U S Large C

ETFs
240K
+ 228.59%
$23.49 - $71.77 $5.64M - $17.2M
345K $8.17M
NUW
Nuveen Amt Free Municipal Value Fund

Financial Services
23.8K
+ 124.93%
$13.32 - $14.34 $316K - $341K
42.8K $580K
KBR
Kbr, Inc.

Industrials
6.1K
+ 28.26%
$55.19 - $72.02 $337K - $439K
27.7K $1.6M
HEES
H&E Equipment Services, Inc.

Industrials
3.56K
+ 20.41%
$48.79 - $60.79 $173K - $216K
21K $1.03M
NVDA
Nvidia Corp

Technology
253
+ 9.04%
$117.0 - $148.88 $29.6K - $37.7K
3.05K $409K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
9K
+ 27.81%
$8.51 - $9.15 $76.6K - $82.3K
41.3K $355K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
357
+ 1.47%
$66.77 - $71.52 $23.8K - $25.5K
24.6K $1.7M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
86
+ 17.1%
$521.84 - $558.82 $44.9K - $48.1K
589 $317K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
270
+ 7.49%
$100.18 - $109.1 $27K - $29.5K
3.87K $406K
VTI
Vanguard Total Stock Market Et

ETFs
16
+ 0.34%
$280.04 - $302.45 $4.48K - $4.84K
4.68K $1.36M
IEFA
Ishares Tr

ETFs
1.43K
+ 14.41%
$70.06 - $77.43 $100K - $111K
11.4K $798K
VIG
Vanguard Dividend Appreciation

ETFs
115
+ 5.08%
N/A
2.38K $432K
SPY
Spdr S&P 500 ETF Trust

ETFs
5
+ 0.41%
$567.81 - $607.81 $2.84K - $3.04K
1.22K $712K
RSG
Republic Services, Inc.

Industrials
51
+ 0.83%
$198.0 - $218.75 $10.1K - $11.2K
6.18K $1.24M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
56
+ 1.8%
$100.22 - $100.73 $5.61K - $5.64K
3.17K $318K
EOG
Eog Resources Inc

Energy
63
+ 0.54%
$118.22 - $136.54 $7.45K - $8.6K
11.7K $1.43M
BND
Vanguard Bd Index Fd Inc Total

ETFs
143
+ 1.89%
$71.75 - $75.11 $10.3K - $10.7K
7.7K $553K
CBOE
Cboe Global Markets, Inc.

Financial Services
254
+ 3.38%
$191.61 - $217.84 $48.7K - $55.3K
7.78K $1.52M
IXUS
Ishares Tr

ETFs
88
+ 1.74%
$65.95 - $72.56 $5.8K - $6.39K
5.14K $340K
APD
Air Products & Chemicals, Inc.

Basic Materials
45
+ 0.86%
$285.5 - $335.62 $12.8K - $15.1K
5.27K $1.53M
WSO
Watsco Inc

Industrials
14
+ 0.44%
$466.57 - $568.78 $6.53K - $7.96K
3.21K $1.52M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
4.45K
+ 63.78%
$22.63 - $47.53 $101K - $212K
11.4K $259K
GIS
General Mills Inc

Consumer Defensive
1.84K
+ 9.8%
$62.78 - $74.62 $116K - $137K
20.6K $1.32M
GPK
Graphic Packaging Holding CO

Consumer Cyclical
599
+ 1.6%
$26.79 - $30.35 $16K - $18.2K
38.1K $1.04M
SCHX
Schwab Strategic Tr Us Large C

ETFs
1M
+ 191.99%
$22.4 - $68.28 $22.4M - $68.4M
1.52M $35.3M
QCOM
Qualcomm Inc

Technology
167
+ 2.16%
$150.4 - $178.04 $25.1K - $29.7K
7.89K $1.21M
VLO
Valero Energy Corp

Energy
168
+ 1.67%
$118.59 - $144.02 $19.9K - $24.2K
10.2K $1.25M
MKTX
Marketaxess Holdings Inc

Financial Services
98
+ 2.18%
$225.3 - $293.66 $22.1K - $28.8K
4.6K $1.04M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
28.7K
+ 100.0%
$18.41 - $40.87 $529K - $1.17M
57.5K $1.06M
ABBV
Abb Vie Inc.

Healthcare
75
+ 1.04%
$164.99 - $203.87 $12.4K - $15.3K
7.31K $1.3M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
104K
+ 193.95%
$26.93 - $84.95 $2.79M - $8.82M
157K $4.3M
FNDF
Schwab Fundamental Intl Large

ETFs
2.77K
+ 2.95%
$32.92 - $37.15 $91.3K - $103K
96.8K $3.21M
EWZ
Ishares Inc Msci Brazil ETF

ETFs
5.52K
+ 7.64%
$22.4 - $29.88 $124K - $165K
77.8K $1.75M
Activity Summary
Buys All Purchases 42 New Holdings 8 Increased Positions 34 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
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