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
ASML
Asml Holding Nv

Technology
969
+ 31.25%
$595.37 - $815.24 $577K - $790K
4.07K $3.26M
MELI
Mercadolibre Inc

Consumer Cyclical
454
New
$1794.73 - $2613.63 $815K - $1.19M
454 $1.19M
BA
Boeing CO

Industrials
1.46K
+ 6.72%
$136.59 - $217.51 $200K - $318K
23.2K $4.86M
CAH
Cardinal Health Inc

Healthcare
4.96K
+ 47.91%
$125.0 - $168.0 $620K - $833K
15.3K $2.57M
LHX
L3 Harris Technologies, Inc.

Industrials
3.59K
+ 72.18%
$200.21 - $256.99 $719K - $922K
8.56K $2.15M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
24.5K
+ 84.66%
$35.35 - $42.68 $867K - $1.05M
53.5K $2.28M
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
22.5K
+ 197.19%
$41.3 - $47.0 $928K - $1.06M
33.9K $1.59M
SPYG
Spdr Portfolio

ETFs
9.27K
+ 67.51%
$71.83 - $95.32 $666K - $883K
23K $2.19M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
11.9K
+ 57.85%
$58.41 - $72.69 $694K - $864K
32.4K $2.36M
SNOW
Snowflake Inc.

Technology
4.49K
New
$130.53 - $223.77 $586K - $1M
4.49K $1M
LOW
Lowes Companies Inc

Consumer Cyclical
5K
+ 42.95%
$210.83 - $235.28 $1.05M - $1.18M
16.6K $3.69M
HWM
Howmet Aerospace Inc.

Industrials
2.69K
+ 32.92%
$112.33 - $186.13 $302K - $500K
10.8K $2.02M
MSTR
Microstrategy Inc

Technology
15
+ 0.18%
$237.95 - $421.61 $3.57K - $6.32K
8.16K $3.3M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
6.3K
+ 17.68%
$60.22 - $80.1 $379K - $504K
41.9K $3.36M
NOW
Service Now, Inc.

Technology
738
+ 98.4%
$721.65 - $1040.18 $533K - $768K
1.49K $1.53M
C
Citigroup Inc

Financial Services
1.44K
+ 2.52%
$58.13 - $85.12 $83.6K - $122K
58.6K $4.99M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
6.45K
+ 21.12%
$61.92 - $81.5 $399K - $525K
37K $3.01M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
26.5K
+ 18.23%
$17.76 - $22.1 $471K - $586K
172K $3.8M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
19.3K
+ 85.03%
$46.41 - $47.7 $896K - $921K
42K $2M
CRWD
Crowd Strike Holdings, Inc.

Technology
628
+ 16.68%
$321.63 - $509.31 $202K - $320K
4.39K $2.24M
ETN
Eaton Corp PLC

Industrials
2.07K
+ 106.2%
$246.52 - $356.99 $511K - $740K
4.03K $1.44M
XLY
Select Sector Spdr Consumer Di

ETFs
4.08K
New
$176.34 - $218.59 $719K - $891K
4.08K $886K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
13.1K
+ 20.99%
$45.88 - $54.4 $600K - $712K
75.4K $4.1M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
10.4K
+ 16.4%
$77.94 - $79.5 $814K - $831K
74.2K $5.9M
EFA
Ishares Tr Msci Eafe ETF

ETFs
9.01K
+ 194.85%
$72.96 - $90.39 $657K - $814K
13.6K $1.22M
XSMO
Invesco S&P Smallcap Momentum

ETFs
11.8K
New
$55.15 - $68.11 $651K - $804K
11.8K $802K
SCHG
Schwab Strategic Tr Us Large C

ETFs
24.3K
+ 110.59%
$22.27 - $29.21 $541K - $709K
46.2K $1.35M
FLMI
Franklin Dynamic Municipal Bon

ETFs
32.7K
New
$23.57 - $24.6 $771K - $805K
32.7K $793K
NET
Cloudflare, Inc.

Technology
3.09K
+ 145.66%
$97.08 - $195.83 $299K - $604K
5.2K $1.02M
IYJ
Ishares Tr

ETFs
5.33K
New
$115.07 - $142.31 $613K - $758K
5.33K $758K
RWR
Spdr Dow Jones Reit ETF

ETFs
7.79K
New
$86.33 - $99.71 $673K - $777K
7.79K $751K
AVUV
American Centy ETF Tr Avantis

ETFs
6.79K
+ 22.83%
$75.17 - $91.21 $510K - $619K
36.5K $3.33M
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
28.4K
+ 14.32%
$25.13 - $26.07 $714K - $740K
227K $5.86M
VRT
Vertiv Holdings CO

Industrials
8.32K
+ 80.4%
N/A
18.7K $1.62M
VBK
Vanguard Small Cap Growth ETF

ETFs
2.59K
New
$219.76 - $276.94 $568K - $716K
2.59K $715K
FV
First Trust Dorsey Wright Focu

ETFs
10.8K
+ 63.31%
$48.43 - $59.26 $523K - $640K
27.8K $1.65M
VBR
Vanguard Small Cap Value ETF

ETFs
3.64K
New
$162.76 - $195.77 $592K - $712K
3.64K $709K
SHOP
Shopify Inc.

Technology
3.5K
+ 22.76%
$76.89 - $115.35 $269K - $404K
18.9K $2.18M
DIVB
Ishares Tr U S Divid & Buyback

ETFs
14K
New
$42.56 - $50.32 $595K - $704K
14K $703K
GLD
Spdr Gold Trust

ETFs
80
+ 0.2%
$273.71 - $316.29 $21.9K - $25.3K
40.1K $12.2M
AXON
Axon Enterprise, Inc.

Industrials
388
+ 31.96%
$497.13 - $827.94 $193K - $321K
1.6K $1.33M
SE
Sea LTD

Consumer Cyclical
2.94K
+ 39.83%
$105.57 - $170.4 $310K - $500K
10.3K $1.65M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
5.78K
+ 29.69%
$83.8 - $101.39 $485K - $586K
25.3K $2.56M
AXP
American Express CO

Financial Services
1.54K
+ 41.98%
$231.39 - $318.98 $355K - $490K
5.2K $1.66M
KLAC
Kla Corp

Technology
752
New
$576.53 - $902.94 $434K - $679K
752 $673K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
6.69K
+ 48.4%
$100.04 - $100.54 $669K - $672K
20.5K $2.06M
VGT
Vanguard Information Technolog

ETFs
287
+ 7.41%
$470.37 - $663.28 $135K - $190K
4.16K $2.76M
AVDE
American Centy ETF Tr Avantis

ETFs
6.46K
+ 29.49%
$59.32 - $74.36 $383K - $480K
28.4K $2.1M
PWR
Quanta Services, Inc.

Industrials
526
+ 15.1%
$239.47 - $381.26 $126K - $201K
4.01K $1.52M
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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