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
Cooper Cos Inc
72
+ 0.98%
N/A
7.45K $0
Annaly Capital Management In
3.2K
+ 24.89%
N/A
16.1K $0
Siriusxm Holdings Inc
280
+ 1.2%
N/A
23.7K $0
Coherent Corp
4.99K
New
N/A
4.99K $0
Exchange Traded Concepts Tru
18.9K
New
N/A
18.9K $0
Coreweave Inc
2K
New
N/A
2K $0
First Tr Exchange Traded Fd
413K
New
N/A
413K $0
Liberty Media Corp Del
1.94K
+ 60.15%
N/A
5.17K $0
VPC
Etfis Ser Tr I Virtus Private

ETFs
210
+ 1.54%
$18.5 - $21.18 $3.89K - $4.45K
13.9K $283K
DEO
Diageo PLC

Consumer Defensive
198
+ 3.48%
$99.86 - $115.75 $19.8K - $22.9K
5.89K $593K
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
510
+ 1.27%
$3.97 - $5.84 $2.02K - $2.98K
40.8K $206K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
77
+ 1.21%
$38.81 - $44.28 $2.99K - $3.41K
6.44K $273K
TRGP
Targa Resources Corp.

Energy
236
+ 12.27%
$157.32 - $205.72 $37.1K - $48.5K
2.16K $376K
DDD
3 D Systems Corp

Technology
1K
+ 4.76%
$1.37 - $2.55 $1.37K - $2.55K
22K $33K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
281
+ 0.99%
$90.85 - $102.31 $25.5K - $28.7K
28.7K $2.89M
FAST
Fastenal CO

Industrials
3.78K
+ 77.69%
$40.65 - $83.16 $153K - $314K
8.63K $362K
NOC
Northrop Grumman Corp

Industrials
39
+ 1.3%
$456.3 - $540.39 $17.8K - $21.1K
3.04K $1.52M
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
35
+ 0.09%
$11.35 - $12.45 $397 - $436
37.1K $442K
SHEL
Shell PLC

Energy
2
+ 0.03%
$59.75 - $73.05 $120 - $146
6.11K $430K
ALC
Alcon Inc

Healthcare
16
+ 0.53%
$82.88 - $98.3 $1.33K - $1.57K
3.03K $267K
HDV
Ishares Core High Dividend ETF

ETFs
9
+ 0.18%
$108.41 - $120.51 $976 - $1.08K
5.1K $598K
IYR
Ishares Tr

ETFs
3
+ 0.01%
$84.48 - $96.25 $253 - $289
23.2K $2.2M
EXC
Exelon Corp

Utilities
16
+ 0.15%
$42.2 - $47.37 $675 - $758
10.8K $469K
EIX
Edison International

Utilities
34
+ 0.81%
$48.32 - $59.92 $1.64K - $2.04K
4.24K $218K
MWA
Mueller Water Products, Inc.

Industrials
783
+ 2.13%
$22.82 - $27.21 $17.9K - $21.3K
37.6K $903K
SAIA
Saia Inc

Industrials
85
+ 11.64%
$236.65 - $374.8 $20.1K - $31.9K
815 $223K
IHE
Ishares Tr

ETFs
33
+ 0.47%
$61.0 - $68.22 $2.01K - $2.25K
7.06K $462K
BRO
Brown & Brown, Inc.

Financial Services
152
+ 3.57%
$104.48 - $124.43 $15.9K - $18.9K
4.41K $488K
GP
Greenpower Motor CO Inc.

Consumer Cyclical
100K
+ 10.0%
$0.38 - $0.51 $38K - $51K
1.1M $440K
VHT
Vanguard Health Care ETF

ETFs
77
+ 1.68%
$236.71 - $261.92 $18.2K - $20.2K
4.66K $1.16M
EOG
Eog Resources Inc

Energy
840
+ 4.37%
$104.61 - $129.97 $87.9K - $109K
20.1K $2.4M
IP
International Paper CO

Consumer Cyclical
8
+ 0.08%
$43.89 - $54.46 $351 - $436
10.6K $497K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
1.95K
+ 831.49%
$105.72 - $1416.0 $207K - $2.77M
2.19K $244K
DUK
Duke Energy Corp

Utilities
319
+ 0.98%
$112.46 - $124.05 $35.9K - $39.6K
32.9K $3.88M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
10.6K
+ 2.35%
$12.71 - $14.52 $134K - $153K
460K $6.4M
CL
Colgate Palmolive CO

Consumer Defensive
206
+ 0.44%
$87.57 - $96.0 $18K - $19.8K
47.4K $4.31M
SBUX
Starbucks Corp

Consumer Cyclical
76
+ 0.4%
$79.69 - $99.41 $6.06K - $7.56K
18.9K $1.73M
ROP
Roper Technologies Inc

Industrials
267
+ 2.05%
$519.19 - $590.78 $139K - $158K
13.3K $7.53M
ACGL
Arch Capital Group Ltd.

Financial Services
1.71K
+ 2.46%
$84.99 - $96.82 $146K - $166K
71.2K $6.48M
VZ
Verizon Communications Inc

Communication Services
88
+ 0.06%
$41.67 - $45.62 $3.67K - $4.01K
142K $6.12M
BDX
Becton Dickinson & CO

Healthcare
849
+ 10.1%
$165.15 - $226.42 $140K - $192K
9.25K $1.59M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
14.9K
+ 1085.12%
$87.84 - $1441.89 $1.31M - $21.5M
16.2K $1.46M
COP
Conocophillips

Energy
223
+ 0.47%
$82.66 - $106.1 $18.4K - $23.7K
48.1K $4.32M
LLY
Eli Lilly & CO

Healthcare
238
+ 1.16%
$713.71 - $898.95 $170K - $214K
20.7K $16.2M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.36K
+ 4.28%
$483.48 - $539.8 $655K - $731K
33K $16M
BMY
Bristol Myers Squibb CO

Healthcare
836
+ 1.29%
$44.12 - $59.6 $36.9K - $49.8K
65.8K $3.04M
PG
Procter & Gamble CO

Consumer Defensive
254
+ 0.28%
$157.66 - $172.39 $40K - $43.8K
90.6K $14.4M
ABBV
Abb Vie Inc.

Healthcare
2.12K
+ 3.08%
$170.16 - $206.27 $361K - $438K
71.1K $13.2M
CVX
Chevron Corp

Energy
1.38K
+ 2.21%
$133.73 - $168.51 $184K - $232K
63.8K $9.14M
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
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