Axxcess Wealth Management, LLC Purchases in Q2 2025

Axxcess Wealth Management, LLC

  • $4.06 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
12.3K
+ 2.24%
$94.31 - $157.99 $1.16M - $1.95M
564K $89.1M
MSFT
Microsoft Corp

Technology
4.35K
+ 2.13%
$354.56 - $497.45 $1.54M - $2.16M
208K $104M
UPRO
Proshares Trust Proshares Ultr

ETFs
177K
+ 2778.27%
$50.65 - $91.44 $8.94M - $16.1M
183K $16.7M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
141K
+ 26.98%
$100.35 - $100.71 $14.1M - $14.2M
663K $66.8M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
103K
+ 171.19%
$82.32 - $112.47 $8.45M - $11.5M
163K $18.3M
NFLX
Netflix Inc

Communication Services
581
+ 2.22%
$855.86 - $1339.13 $497K - $778K
26.8K $35.9M
SPY
Spdr S&P 500 ETF Trust

ETFs
14.7K
+ 42.51%
$496.48 - $617.85 $7.3M - $9.09M
49.3K $30.5M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
42K
+ 6.87%
$57.46 - $75.58 $2.42M - $3.18M
654K $49.4M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
90.6K
+ 5.18%
$32.66 - $40.75 $2.96M - $3.69M
1.84M $74.5M
PPA
Invesco Exchange Traded Fd Tr

ETFs
11.9K
+ 3.43%
$105.2 - $141.69 $1.25M - $1.69M
359K $50.8M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
107K
+ 13.72%
$91.43 - $91.74 $9.78M - $9.81M
887K $81.4M
AMZN
Amazon Com Inc

Consumer Cyclical
7.52K
+ 2.76%
$167.32 - $223.3 $1.26M - $1.68M
279K $61.3M
IDEV
Ishares Core Msci Intl Develop

ETFs
2.6K
+ 0.21%
$61.79 - $76.67 $161K - $199K
1.26M $95.7M
PBUS
Invesco ETF Tr Ii Purebeta Msc

ETFs
101K
+ 22.78%
$49.79 - $62.18 $5.03M - $6.29M
545K $33.9M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
98.4K
+ 12.88%
$51.16 - $62.02 $5.03M - $6.1M
862K $53.5M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
166K
+ 21.76%
$49.98 - $50.26 $8.3M - $8.35M
929K $46.6M
VB
Vanguard Small Cap ETF

ETFs
26.8K
+ 25.32%
$193.73 - $237.37 $5.2M - $6.37M
133K $31.5M
IBM
International Business Machines Corp

Technology
21.5K
+ 101.83%
$221.03 - $294.78 $4.76M - $6.34M
42.6K $12.6M
VTV
Vanguard Value ETF

ETFs
38.3K
+ 184.72%
$153.67 - $176.74 $5.88M - $6.76M
59K $10.4M
VUG
Vanguard Growth ETF

ETFs
14K
+ 204.02%
$329.49 - $438.4 $4.6M - $6.12M
20.8K $9.12M
PAVE
Global X Fds Us Infrastructure

ETFs
38.5K
+ 4.75%
$33.78 - $43.68 $1.3M - $1.68M
848K $37M
VEU
Vanguard Ftse All World Ex Us

ETFs
89.4K
+ 329.3%
$54.19 - $67.22 $4.84M - $6.01M
117K $7.83M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
7.8K
+ 34.93%
$456.74 - $568.03 $3.56M - $4.43M
30.1K $17.1M
GOOGL
Alphabet Inc.

Communication Services
8.45K
+ 4.5%
$144.7 - $178.6 $1.22M - $1.51M
196K $34.6M
TQQQ
Proshares Ultrapro Qqq

ETFs
57K
+ 216.27%
$38.9 - $83.0 $2.22M - $4.73M
83.4K $6.92M
TFLO
Ishares Treasury Floating Rate

ETFs
106K
+ 8.63%
$50.47 - $50.66 $5.35M - $5.37M
1.33M $67.5M
VO
Vanguard Mid Cap ETF

ETFs
164
+ 0.07%
$228.54 - $279.83 $37.5K - $45.9K
250K $70M
VGSH
Vanguard

ETFs
90.4K
+ 52.03%
$58.32 - $58.95 $5.27M - $5.33M
264K $15.5M
CARR
Carrier Global Corp

Industrials
71.5K
+ 1018.67%
$55.55 - $75.83 $3.97M - $5.42M
78.5K $5.75M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
104K
+ 64.99%
$50.52 - $50.92 $5.24M - $5.28M
263K $13.4M
CGGR
Capital Group Growth ETF Shs C

ETFs
88.8K
+ 35.37%
$30.53 - $40.65 $2.71M - $3.61M
340K $13.8M
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
59.5K
+ 430.97%
$79.41 - $86.53 $4.73M - $5.15M
73.4K $6.35M
MS
Morgan Stanley

Financial Services
29.7K
+ 102.6%
$99.83 - $140.86 $2.97M - $4.18M
58.7K $8.26M
ORCL
Oracle Corp

Technology
850
+ 1.47%
$122.82 - $218.63 $104K - $186K
58.8K $12.9M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
41.5K
+ 2.43%
$96.84 - $99.46 $4.02M - $4.12M
1.75M $174M
VEA
Vanguard Ftse Developed Market

ETFs
54.6K
+ 26.69%
$45.65 - $57.01 $2.49M - $3.11M
259K $14.8M
RWL
Invesco Exchange Traded Fd Tr

ETFs
38.4K
+ 64.23%
$89.02 - $104.29 $3.42M - $4M
98.1K $10.2M
IEFA
Ishares Tr

ETFs
41.4K
+ 42.03%
$67.83 - $84.09 $2.81M - $3.48M
140K $11.7M
JNK
Spdr Bloomberg High Yield Bond

ETFs
42.2K
New
$91.23 - $97.27 $3.85M - $4.11M
42.2K $4.11M
TSLA
Tesla, Inc.

Consumer Cyclical
475
+ 0.74%
$221.86 - $362.89 $105K - $172K
64.3K $20.4M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
63.3K
+ 7.02%
$47.46 - $55.3 $3.01M - $3.5M
965K $53.2M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
12.7K
+ 1.79%
$39.89 - $49.46 $508K - $630K
726K $35.9M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
35.2K
+ 5.61%
$34.72 - $42.74 $1.22M - $1.5M
662K $28.3M
ITM
Vaneck Intermediate Muni ETF

ETFs
75K
+ 1608.38%
$44.27 - $45.82 $3.32M - $3.44M
79.7K $3.62M
USFR
Wisdomtree Floating Rate Treas

ETFs
66.3K
+ 35.56%
$50.28 - $50.47 $3.34M - $3.35M
253K $12.7M
IWM
Ishares Russell 2000 ETF

ETFs
12.9K
+ 41.38%
$174.82 - $215.79 $2.26M - $2.79M
44.2K $9.53M
ITB
Ishares Tr

ETFs
41.8K
+ 11.44%
$85.52 - $96.61 $3.58M - $4.04M
407K $38M
GE
General Electric CO

Industrials
9.22K
+ 70.78%
$166.81 - $257.39 $1.54M - $2.37M
22.3K $5.73M
GOOG
Alphabet Inc.

Communication Services
3.42K
+ 2.97%
$146.58 - $180.01 $501K - $616K
119K $21M
Activity Summary
Buys All Purchases 501 New Holdings 91 Increased Positions 410 Sells All Sells 310 Reductions 310 Sold out 0 Options Calls 0 Puts 1
Track This Portfolio

Track Axxcess Wealth Management, LLC Portfolio

Follow Axxcess Wealth Management, LLC 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 Axxcess Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Axxcess Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email