Axxcess Wealth Management, LLC Purchases in Q4 2024

Axxcess Wealth Management, LLC

  • $3.96 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHW
Schwab Charles Corp

Financial Services
5.48K
+ 71.0%
$63.31 - $82.85 $347K - $454K
13.2K $977K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
59.9K
New
$7.83 - $8.16 $469K - $489K
59.9K $471K
IEP
Icahn Enterprises L.P.

Industrials
51.5K
New
$8.67 - $15.49 $447K - $798K
51.5K $446K
JPIB
Jpmorgan International Bond Op

ETFs
9.25K
New
$47.26 - $48.47 $437K - $449K
9.25K $437K
OXY
Occidental Petroleum Corp

Energy
10.1K
+ 28.25%
$45.36 - $55.91 $459K - $566K
45.9K $2.27M
HMC
Honda Motor CO LTD

Consumer Cyclical
14.4K
New
$23.7 - $32.62 $342K - $471K
14.4K $412K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
9.62K
New
$42.33 - $43.3 $407K - $416K
9.62K $409K
SPGI
S&P Global Inc.

Financial Services
908
+ 39.41%
$480.36 - $529.17 $436K - $480K
3.21K $1.6M
QBTS
D Wave Quantum Inc.

Technology
48.2K
New
$0.89 - $9.91 $42.9K - $478K
48.2K $403K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
941
+ 10.48%
$172.07 - $207.36 $162K - $195K
9.92K $1.96M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.84K
New
$201.32 - $217.44 $370K - $399K
1.84K $380K
COP
Conocophillips

Energy
5.91K
+ 17.46%
$95.12 - $114.72 $562K - $678K
39.8K $3.94M
PFM
Invesco Exchange Traded Fd Tr

ETFs
8.14K
New
$45.72 - $48.2 $372K - $392K
8.14K $373K
ONON
On Holding Ag

Consumer Cyclical
6.77K
New
$46.3 - $59.54 $313K - $403K
6.77K $370K
IRM
Iron Mountain Inc

Real Estate
5.21K
+ 39.44%
$101.62 - $128.14 $529K - $667K
18.4K $1.94M
NVS
Novartis Ag

Healthcare
4.27K
+ 151.53%
$96.78 - $117.18 $413K - $500K
7.08K $689K
APH
Amphenol Corp

Technology
3.28K
+ 10.94%
$62.07 - $75.35 $204K - $247K
33.3K $2.31M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
1.85K
+ 25.22%
$110.69 - $154.48 $205K - $285K
9.18K $1.17M
GTLS
Chart Industries Inc

Industrials
1.75K
New
$119.65 - $202.35 $209K - $354K
1.75K $333K
TT
Trane Technologies PLC

Industrials
922
+ 176.29%
$369.35 - $419.14 $341K - $386K
1.45K $533K
JBBB
Janus Detroit Str Tr Henderson

ETFs
6.7K
New
$48.59 - $49.45 $326K - $331K
6.7K $329K
LONZ
Pimco ETF Tr Sr Ln Active Exch

ETFs
6.35K
New
$50.81 - $51.59 $323K - $327K
6.35K $324K
VGLT
Vanguard Long Term Treasury Et

ETFs
7.01K
+ 59.38%
$55.1 - $61.74 $386K - $432K
18.8K $1.04M
AON
Aon PLC

Financial Services
617
+ 9.39%
$344.14 - $393.31 $212K - $243K
7.19K $2.58M
COF
Capital One Financial Corp

Financial Services
870
+ 16.24%
$145.19 - $192.01 $126K - $167K
6.23K $1.11M
TRGP
Targa Resources Corp.

Energy
1.72K
New
$150.58 - $207.69 $259K - $357K
1.72K $306K
TTWO
Take Two Interactive Software Inc

Communication Services
1.67K
New
$147.66 - $190.46 $246K - $317K
1.67K $306K
ISCV
Ishares Morningstar Small Cap

ETFs
4.81K
New
$62.21 - $69.5 $299K - $334K
4.81K $305K
BR
Broadridge Financial Solutions, Inc.

Technology
58
+ 0.22%
$209.64 - $236.44 $12.2K - $13.7K
26K $5.88M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
6K
+ 18.77%
$50.62 - $50.97 $304K - $306K
38K $1.93M
DUOL
Duolingo, Inc.

Technology
495
+ 15.56%
$278.75 - $373.03 $138K - $185K
3.68K $1.19M
VEA
Vanguard Ftse Developed Market

ETFs
23.7K
+ 14.05%
$47.57 - $52.44 $1.13M - $1.24M
192K $9.19M
BOCT
Innovator U.S. Equity Buffer E

ETFs
6.67K
New
$42.04 - $44.04 $280K - $294K
6.67K $288K
EQT
Eqt Corp

Energy
6.23K
New
$35.62 - $46.89 $222K - $292K
6.23K $287K
SCHG
Schwab Strategic Tr Us Large C

ETFs
30.5K
+ 412.93%
$25.93 - $105.3 $791K - $3.21M
37.9K $1.06M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
3.89K
+ 20.94%
$55.73 - $66.16 $217K - $257K
22.5K $1.35M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
11K
+ 41.03%
$33.39 - $37.66 $366K - $413K
37.7K $1.26M
FANG
Diamondback Energy, Inc.

Energy
1.7K
New
$153.06 - $199.5 $260K - $339K
1.7K $278K
IBM
International Business Machines Corp

Technology
1.32K
+ 7.44%
$204.9 - $238.04 $269K - $313K
19K $4.17M
MRVL
Marvell Technology, Inc.

Technology
279
+ 4.7%
$70.31 - $124.78 $19.6K - $34.8K
6.22K $686K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
18.2K
+ 4.26%
$14.28 - $14.81 $259K - $269K
445K $6.39M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
474K
+ 213.55%
$26.93 - $84.95 $12.8M - $40.3M
696K $19M
XLRE
Select Sector Spdr Tr Real Est

ETFs
8.14K
+ 40.78%
$40.06 - $45.21 $326K - $368K
28.1K $1.14M
VST
Vistra Corp.

Utilities
948
+ 15.14%
$115.74 - $166.61 $110K - $158K
7.21K $993K
SPHB
Invesco ETF Tr Ii S&P 500 High

ETFs
2.83K
New
$86.6 - $95.01 $245K - $269K
2.83K $250K
TRV
Travelers Companies, Inc.

Financial Services
886
+ 16.6%
$225.97 - $266.66 $200K - $236K
6.22K $1.5M
TDG
Trans Digm Group Inc

Industrials
226
+ 93.0%
$1239.0 - $1442.53 $280K - $326K
469 $594K
BGLD
First Exch Tr Fd Cboe Vest Gol

ETFs
13.3K
New
$18.17 - $23.45 $242K - $313K
13.3K $244K
HLI
Houlihan Lokey, Inc.

Financial Services
1.26K
+ 78.23%
$158.81 - $190.49 $200K - $240K
2.87K $497K
Activity Summary
Buys All Purchases 447 New Holdings 70 Increased Positions 377 Sells All Sells 354 Reductions 354 Sold out 0 Options Calls 0 Puts 1
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