Access Financial Services, Inc. Reduced Holdings in Q3 2025

Access Financial Services, Inc.

  • $207 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCHX
Schwab Strategic Tr Us Large C

ETFs
-135K
- 8.73%
$24.46 - $26.5 $3.29M - $3.57M
1.41M $37.1M
LOW
Lowes Companies Inc

Consumer Cyclical
-2.9K
- 54.85%
$215.01 - $273.02 $623K - $791K
2.38K $599K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-4.1K
- 15.48%
$181.56 - $190.33 $743K - $779K
22.4K $4.24M
CVX
Chevron Corp

Energy
-4.33K
- 48.2%
$145.57 - $161.83 $630K - $701K
4.65K $722K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-2.07K
- 29.34%
$196.15 - $217.83 $406K - $451K
4.99K $1M
QCOM
Qualcomm Inc

Technology
-3.37K
- 31.36%
$145.84 - $173.55 $491K - $584K
7.37K $1.23M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-4.05K
- 34.42%
$132.9 - $142.03 $538K - $575K
7.71K $1.09M
FTNT
Fortinet, Inc.

Technology
-178
- 1.0%
$74.39 - $107.65 $13.2K - $19.2K
17.6K $1.48M
RFI
Cohen & Steers Total Return Realty Fund Inc

Financial Services
-31.2K
- 41.01%
$11.82 - $12.14 $369K - $379K
44.9K $543K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-4.84K
- 17.96%
$48.5 - $50.19 $235K - $243K
22.1K $1.11M
WSO
Watsco Inc

Industrials
-36
- 1.01%
$381.94 - $489.97 $13.7K - $17.6K
3.52K $1.42M
KO
Coca Cola CO

Consumer Defensive
-287
- 1.02%
$65.67 - $71.67 $18.8K - $20.6K
28K $1.86M
EOG
Eog Resources Inc

Energy
-219
- 2.01%
$112.12 - $126.1 $24.6K - $27.6K
10.7K $1.2M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-4.42K
- 23.09%
$26.38 - $27.95 $117K - $124K
14.7K $402K
IBM
International Business Machines Corp

Technology
-67
- 1.03%
$234.77 - $292.47 $15.7K - $19.6K
6.42K $1.81M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-1K
- 27.05%
$100.16 - $100.7 $100K - $101K
2.7K $271K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-1.01K
- 21.72%
$91.44 - $91.77 $92.4K - $92.8K
3.64K $334K
APD
Air Products & Chemicals, Inc.

Basic Materials
-51
- 0.98%
$265.78 - $299.3 $13.6K - $15.3K
5.14K $1.4M
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
-4.84K
- 12.31%
$15.6 - $16.63 $75.5K - $80.5K
34.5K $572K
IEFA
Ishares Tr

ETFs
-1.05K
- 9.02%
$81.7 - $87.53 $85.9K - $92K
10.6K $926K
TDIV
First Trust Nasdaq Technology

ETFs
-760
- 16.15%
$89.27 - $100.33 $67.8K - $76.3K
3.95K $389K
CLH
Clean Harbors Inc

Industrials
-89
- 1.95%
$225.84 - $250.43 $20.1K - $22.3K
4.47K $1.04M
LLY
Eli Lilly & CO

Healthcare
-8
- 2.07%
$625.65 - $812.69 $5.01K - $6.5K
378 $288K
AMZN
Amazon Com Inc

Consumer Cyclical
-30
- 0.34%
$211.65 - $238.24 $6.35K - $7.15K
8.75K $1.92M
RGI
Invesco S&P 500 Equal Weight I

ETFs
-496
- 1.49%
N/A
32.9K $0
XONE
Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF

Industrial Goods
-32.9K
- 7.23%
N/A
422K $0
Pimco ETF Tr
-225K
- 59.52%
N/A
153K $0
Lam Research Corp
-139
- 2.21%
N/A
6.16K $0
Aim ETF Products Trust
-430K
- 66.25%
N/A
219K $0
Fidelity Wise Origin Bitcoin
-12
- 0.12%
N/A
9.82K $0
AMGN
Amgen Inc

Healthcare
-39
- 0.99%
$271.18 - $309.22 $10.6K - $12.1K
3.89K $1.1M
SPY
Spdr S&P 500 ETF Trust

ETFs
-52
- 5.75%
$617.65 - $666.84 $32.1K - $34.7K
853 $568K
BKR
Baker Hughes CO

Energy
-8.18K
- 20.69%
$38.68 - $50.55 $316K - $413K
31.4K $1.53M
XLV
Select Sector Spdr Fund Health

ETFs
-311
- 2.18%
$129.01 - $139.72 $40.1K - $43.5K
14K $1.94M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
-16
- 0.22%
$121.81 - $137.24 $1.95K - $2.2K
7.37K $973K
MSFT
Microsoft Corp

Technology
-333
- 3.04%
$491.09 - $535.64 $164K - $178K
10.6K $5.5M
XEL
Xcel Energy Inc

Utilities
-129
- 2.26%
$67.56 - $80.65 $8.72K - $10.4K
5.59K $450K
PPA
Invesco Exchange Traded Fd Tr

ETFs
-17
- 0.3%
$139.82 - $155.45 $2.38K - $2.64K
5.64K $876K
CBOE
Cboe Global Markets, Inc.

Financial Services
-71
- 0.91%
$231.35 - $253.24 $16.4K - $18K
7.71K $1.89M
PWR
Quanta Services, Inc.

Industrials
-25
- 1.02%
$372.29 - $421.68 $9.31K - $10.5K
2.42K $1M
LMT
Lockheed Martin Corp

Industrials
-55
- 1.49%
$410.74 - $499.21 $22.6K - $27.5K
3.63K $1.81M
KLAC
Kla Corp

Technology
-2
- 0.26%
$843.9 - $1078.6 $1.69K - $2.16K
761 $820K
JPM
Jpmorgan Chase & CO

Financial Services
-76
- 1.15%
$282.78 - $316.06 $21.5K - $24K
6.55K $2.07M
FNDF
Schwab Fundamental Intl Large

ETFs
-3.23K
- 3.04%
$39.84 - $43.15 $128K - $139K
103K $4.41M
GLD
Spdr Gold Trust

ETFs
-32
- 0.79%
$300.96 - $355.47 $9.63K - $11.4K
4.02K $1.43M
XLK
Technology Sector Spdr

ETFs
-65
- 0.68%
$250.97 - $282.66 $16.3K - $18.4K
9.53K $2.69M
IVV
Ishares Core S&P 500 ETF

ETFs
-176
- 2.16%
$620.67 - $670.08 $109K - $118K
7.96K $5.32M
ABBV
Abb Vie Inc.

Healthcare
-62
- 0.8%
$184.85 - $231.54 $11.5K - $14.4K
7.64K $1.77M
FNDE
Schwab Fundamental Emerging Mk

ETFs
-3.33K
- 2.19%
$33.13 - $36.31 $110K - $121K
149K $5.37M
Activity Summary
Buys All Purchases 29 New Holdings 11 Increased Positions 18 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 0 Puts 0
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