Axxcess Wealth Management, LLC Purchases in Q1 2025

Axxcess Wealth Management, LLC

  • $3.59 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IEF
Ishares Barclays

ETFs
187K
+ 914.72%
$91.17 - $95.39 $17.1M - $17.9M
208K $19.8M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
195K
+ 12.56%
$33.84 - $37.77 $6.6M - $7.37M
1.75M $63.7M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
170K
+ 128.95%
$44.41 - $45.98 $7.54M - $7.81M
301K $13.8M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
132K
+ 13.27%
$50.39 - $50.66 $6.67M - $6.71M
1.13M $57.2M
RWL
Invesco Exchange Traded Fd Tr

ETFs
59.7K
New
$96.9 - $104.39 $5.79M - $6.24M
59.7K $5.93M
DFAU
Dimensional ETF Tr

ETFs
151K
New
$37.84 - $42.29 $5.72M - $6.39M
151K $5.81M
HYHG
Proshares High Yield Interest

ETFs
79K
New
$64.04 - $66.96 $5.06M - $5.29M
79K $5.06M
JEPI
J P Morgan Exchange Traded Fd

ETFs
87K
+ 49.68%
$56.17 - $59.71 $4.88M - $5.19M
262K $15M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
145K
New
$32.42 - $36.13 $4.71M - $5.25M
145K $4.79M
VT
Vanguard Total World Stk Index

ETFs
39.8K
+ 1274.26%
$115.08 - $123.97 $4.59M - $4.94M
43K $4.98M
RSP
Invesco S&P 500 Equal Weight E

ETFs
26K
+ 139.84%
$169.43 - $182.84 $4.41M - $4.76M
44.7K $7.74M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
89.1K
New
$49.69 - $50.76 $4.43M - $4.52M
89.1K $4.45M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
8.45K
+ 60.93%
$507.05 - $563.67 $4.29M - $4.76M
22.3K $11.5M
ABT
Abbott Laboratories

Healthcare
8.67K
+ 7.14%
$111.1 - $140.22 $963K - $1.22M
130K $17.3M
EVR
Evercore Inc.

Financial Services
17.8K
+ 2239.67%
$190.28 - $291.27 $3.38M - $5.18M
18.6K $3.71M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
164K
+ 449.37%
$21.23 - $23.75 $3.48M - $3.89M
200K $4.31M
JPIE
J P Morgan Exchange Traded Fd
68.1K
+ 202.69%
$45.46 - $46.18 $3.09M - $3.14M
102K $4.68M
BUFB
Innovator Etfs Tr Laddered Fd

ETFs
109K
+ 23.39%
$31.06 - $33.33 $3.4M - $3.65M
577K $18.1M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
61.8K
+ 10.95%
$37.07 - $40.63 $2.29M - $2.51M
627K $24.7M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
145K
New
$18.36 - $20.51 $2.67M - $2.98M
145K $2.88M
DUHP
Dimensional ETF Tr Dimensional

ETFs
84.1K
New
$32.57 - $35.82 $2.74M - $3.01M
84.1K $2.79M
ORCL
Oracle Corp

Technology
25.6K
+ 78.93%
$139.81 - $186.47 $3.57M - $4.77M
58K $8.1M
META
Meta Platforms, Inc.

Communication Services
5.72K
+ 12.19%
$576.36 - $736.67 $3.3M - $4.22M
52.7K $30.4M
DFAT
Dimensional ETF Tr U S Target

ETFs
49.9K
+ 693.64%
$50.44 - $58.1 $2.52M - $2.9M
57.1K $2.94M
DFAX
Dimensional ETF Tr
95.8K
New
$24.45 - $27.2 $2.34M - $2.61M
95.8K $2.51M
SPY
Spdr S&P 500 ETF Trust

ETFs
5.79K
+ 20.1%
$551.42 - $612.93 $3.19M - $3.55M
34.6K $19.4M
BRK-A
Berkshire Hathaway Inc

Financial Services
3
New
$663000.0 - $801950.0 $1.99M - $2.41M
3 $2.4M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
47.3K
+ 6.61%
$50.03 - $50.27 $2.37M - $2.38M
763K $38.2M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
88.9K
New
$25.35 - $27.46 $2.25M - $2.44M
88.9K $2.35M
JCPB
J P Morgan Exchange Traded Fd

ETFs
49.2K
+ 406.87%
$45.56 - $47.23 $2.24M - $2.33M
61.3K $2.89M
ABBV
Abb Vie Inc.

Healthcare
669
+ 0.98%
$169.2 - $216.66 $113K - $145K
69K $14.5M
FCNCA
First Citizens Bancshares Inc

Financial Services
1.14K
New
$1728.36 - $2231.14 $1.96M - $2.53M
1.14K $2.1M
ABNB
Airbnb, Inc.

Consumer Cyclical
17.2K
+ 400.61%
$119.38 - $161.42 $2.05M - $2.77M
21.5K $2.56M
V
Visa Inc.

Financial Services
234
+ 0.43%
$306.92 - $362.71 $71.8K - $84.9K
55.2K $19.4M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
35.3K
+ 6.12%
$62.72 - $71.92 $2.21M - $2.54M
612K $38.5M
BK
Bank Of New York Mellon Corp

Financial Services
21.6K
+ 117.21%
$75.42 - $88.95 $1.63M - $1.92M
40K $3.36M
NFLX
Netflix Inc

Communication Services
801
+ 3.15%
$828.4 - $1058.6 $664K - $848K
26.2K $24.4M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
8.99K
+ 8.05%
$34.58 - $45.97 $311K - $413K
121K $5.55M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
13.6K
+ 33.18%
$114.57 - $118.14 $1.56M - $1.61M
54.6K $6.45M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
9.65K
+ 105.18%
$132.75 - $177.12 $1.28M - $1.71M
18.8K $2.87M
MLPX
Global X Mlp & Energy Infrastr

ETFs
26.7K
New
$59.6 - $67.2 $1.59M - $1.79M
26.7K $1.7M
DFIV
Dimensional ETF Tr

ETFs
42.5K
New
$35.33 - $40.77 $1.5M - $1.73M
42.5K $1.67M
DGRO
Ishares Core Dividend Growth E

ETFs
26.4K
New
$60.46 - $64.42 $1.6M - $1.7M
26.4K $1.63M
GFL
Gfl Environmental Inc.

Industrials
33.3K
New
$41.72 - $48.8 $1.39M - $1.62M
33.3K $1.61M
VTV
Vanguard Value ETF

ETFs
8.95K
+ 76.11%
$167.73 - $179.21 $1.5M - $1.6M
20.7K $3.58M
EWW
Ishares Inc Msci Mexico ETF

ETFs
27K
New
N/A
27K $1.54M
DFAS
Dimensional ETF Tr U S Small C

ETFs
25.4K
New
$58.81 - $68.2 $1.49M - $1.73M
25.4K $1.52M
KO
Coca Cola CO

Consumer Defensive
2.35K
+ 1.68%
$60.81 - $72.32 $143K - $170K
142K $10.2M
PAVE
Global X Fds Us Infrastructure

ETFs
89.9K
+ 12.48%
$37.31 - $43.82 $3.35M - $3.94M
810K $30.6M
Activity Summary
Buys All Purchases 437 New Holdings 102 Increased Positions 335 Sells All Sells 344 Reductions 344 Sold out 0 Options Calls 0 Puts 1
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