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
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
56.9K
+ 147.21%
$51.68 - $52.76 $2.94M - $3M
95.5K $5.04M
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
108K
+ 42.58%
$24.61 - $25.89 $2.67M - $2.81M
363K $9.34M
DFUS
Dimensional ETF Tr U S Equity

ETFs
40.8K
+ 209.37%
$53.65 - $67.02 $2.19M - $2.73M
60.2K $4.04M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
34.1K
+ 83.9%
$82.21 - $83.12 $2.81M - $2.84M
74.8K $6.2M
GTO
Invesco Actively Managed ETF T

ETFs
60.4K
+ 324.4%
$45.73 - $47.2 $2.76M - $2.85M
79K $3.7M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
50.9K
+ 4.5%
$50.36 - $50.68 $2.56M - $2.58M
1.18M $59.9M
IVV
Ishares Core S&P 500 ETF

ETFs
1.85K
+ 7.78%
$498.8 - $620.9 $922K - $1.15M
25.6K $15.9M
GS
Goldman Sachs Group Inc

Financial Services
563
+ 4.45%
$462.22 - $707.75 $260K - $398K
13.2K $9.36M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.67K
+ 2.91%
$171.4 - $227.1 $286K - $379K
59.1K $13.4M
APH
Amphenol Corp

Technology
12.8K
+ 40.16%
$59.09 - $98.75 $755K - $1.26M
44.6K $4.4M
HOOD
Robinhood Markets, Inc.

Technology
11.7K
+ 67.72%
$34.17 - $93.63 $399K - $1.09M
28.9K $2.71M
NEAR
Blackrock Short Maturity Bond

ETFs
37.6K
+ 26.58%
$50.41 - $51.17 $1.89M - $1.92M
179K $9.15M
WFC
Wells Fargo & Company

Financial Services
18.1K
+ 35.73%
$60.98 - $80.12 $1.11M - $1.45M
68.8K $5.52M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.87K
+ 14.2%
$141.37 - $228.57 $405K - $655K
23K $5.22M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
29.6K
+ 4.4%
$23.45 - $26.56 $694K - $786K
702K $18.7M
AMD
Advanced Micro Devices Inc

Technology
7.1K
+ 32.42%
$78.21 - $143.81 $555K - $1.02M
29K $4.11M
DIS
Walt Disney CO

Communication Services
1.34K
+ 2.01%
$81.72 - $124.01 $109K - $166K
67.8K $8.41M
IEMG
Ishares Inc

ETFs
33.8K
+ 48.63%
N/A
103K $5.54M
FDHY
Fidelity Covington Trust High

ETFs
35.1K
+ 97.19%
$46.01 - $48.93 $1.62M - $1.72M
71.3K $3.48M
INTU
Intuit Inc

Technology
563
+ 7.54%
$544.07 - $787.63 $306K - $443K
8.03K $6.32M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
67.5K
+ 140.93%
$24.98 - $25.66 $1.69M - $1.73M
115K $2.95M
AMAT
Applied Materials Inc

Technology
3.94K
+ 14.83%
$126.95 - $183.52 $500K - $723K
30.5K $5.58M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
7.07K
+ 13.17%
$40.51 - $71.03 $286K - $502K
60.7K $4.27M
TLT
Ishares Barclays 20+ Year Trea

ETFs
22K
+ 26.77%
$83.97 - $92.85 $1.85M - $2.04M
104K $9.19M
ISRG
Intuitive Surgical Inc

Healthcare
2.13K
+ 23.95%
$451.58 - $565.94 $961K - $1.2M
11K $5.99M
AVUS
American Centy ETF Tr Avantis

ETFs
8.93K
+ 11.36%
$81.38 - $100.82 $727K - $900K
87.6K $8.83M
EMR
Emerson Electric CO

Industrials
3.6K
+ 7.88%
$94.15 - $133.33 $338K - $479K
49.2K $6.56M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
16.4K
+ 551.6%
$81.46 - $94.63 $1.34M - $1.55M
19.4K $1.83M
URNM
Sprott Fds Tr Uranium Miners E

ETFs
18.3K
+ 46.26%
$28.15 - $47.93 $514K - $876K
57.8K $2.77M
COF
Capital One Financial Corp

Financial Services
5.45K
+ 56.56%
$150.57 - $212.76 $820K - $1.16M
15.1K $3.21M
CSV
Carriage Services Inc

Consumer Cyclical
32.3K
New
$36.26 - $46.06 $1.17M - $1.49M
32.3K $1.48M
CEG
Constellation Energy Corp

Utilities
2.46K
+ 43.84%
$170.96 - $322.76 $420K - $793K
8.06K $2.6M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
9.43K
+ 447.32%
$113.67 - $150.4 $1.07M - $1.42M
11.5K $1.73M
MEAR
Blackrock Short Maturity Munic

ETFs
29.1K
+ 568.67%
$49.74 - $50.27 $1.45M - $1.46M
34.2K $1.72M
EVR
Evercore Inc.

Financial Services
525
+ 2.83%
$163.77 - $271.5 $86K - $143K
19.1K $5.16M
CSCO
Cisco Systems, Inc.

Technology
6.99K
+ 5.71%
$53.19 - $69.38 $372K - $485K
129K $8.97M
MUB
Ishares National Muni Bond ETF

ETFs
15K
+ 7.6%
$102.31 - $105.8 $1.54M - $1.59M
213K $22.2M
BAC
Bank Of America Corp

Financial Services
4.48K
+ 2.17%
$34.39 - $47.46 $154K - $212K
210K $9.96M
HYG
Ishares Tr

ETFs
16.5K
+ 167.01%
$75.75 - $80.65 $1.25M - $1.33M
26.3K $2.12M
COIN
Coinbase Global, Inc.

Technology
1.55K
+ 34.91%
$151.47 - $375.07 $235K - $581K
5.99K $2.1M
VRSN
Verisign Inc

Technology
4.62K
New
$234.49 - $288.8 $1.08M - $1.33M
4.62K $1.33M
CNP
Centerpoint Energy Inc

Utilities
35.6K
New
$35.5 - $39.05 $1.26M - $1.39M
35.6K $1.31M
PLMR
Palomar Holdings, Inc.

Financial Services
8.43K
New
$129.99 - $175.67 $1.1M - $1.48M
8.43K $1.3M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
25K
+ 34.86%
$49.18 - $50.17 $1.23M - $1.26M
96.9K $4.86M
COST
Costco Wholesale Corp

Consumer Defensive
651
+ 4.64%
$908.13 - $1056.85 $591K - $688K
14.7K $14.5M
HON
Honeywell International Inc

Industrials
3K
+ 11.65%
$182.86 - $232.88 $548K - $698K
28.7K $6.69M
ATGE
Adtalem Global Education Inc.

Consumer Defensive
9.69K
New
$97.32 - $136.25 $943K - $1.32M
9.69K $1.23M
HEFA
Ishares Currency Hedged Msci E

ETFs
29.2K
+ 42.82%
$32.11 - $38.21 $938K - $1.12M
97.4K $3.7M
XLC
Select Sector Spdr Tr Communic

ETFs
11K
+ 515.9%
$86.13 - $108.53 $945K - $1.19M
13.1K $1.42M
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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