Access Financial Services, Inc. Sells 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
Track This Portfolio

Track Access Financial Services, Inc. Portfolio

Follow Access Financial Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Access Financial Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Access Financial Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email