Axxcess Wealth Management, LLC Purchases in Q3 2024

Axxcess Wealth Management, LLC

  • $3.9 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
UTHR
United Therapeutics Corp

Healthcare
1.21K
New
$311.04 - $363.55 $377K - $441K
1.21K $434K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
8.97K
+ 185.69%
$44.83 - $47.42 $402K - $425K
13.8K $649K
SCHX
Schwab Strategic Tr Us Large C

ETFs
2.8K
+ 4.23%
$61.11 - $67.85 $171K - $190K
68.9K $4.68M
TDVG
T Rowe Price Exchange Traded F

Technology
8.01K
+ 19.87%
$37.87 - $40.96 $303K - $328K
48.3K $1.98M
PYPL
Pay Pal Holdings, Inc.

Financial Services
2.61K
+ 23.37%
$57.22 - $80.08 $149K - $209K
13.8K $1.08M
CGGR
Capital Group Growth ETF Shs C

ETFs
2.26K
+ 1.23%
$30.71 - $34.79 $69.4K - $78.6K
186K $6.46M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
7.42K
+ 21.18%
$44.9 - $47.55 $333K - $353K
42.4K $2M
DGRO
Ishares Core Dividend Growth E

ETFs
3.53K
+ 9.57%
$57.47 - $62.76 $203K - $221K
40.4K $2.53M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
2.82K
+ 3.74%
$54.38 - $59.77 $154K - $169K
78.3K $4.64M
AFL
Aflac Inc

Financial Services
3.01K
+ 95.89%
$88.52 - $111.8 $266K - $336K
6.14K $686K
MHO
M/I Homes, Inc.

Consumer Cyclical
2.31K
New
$116.02 - $172.21 $268K - $397K
2.31K $395K
VMI
Valmont Industries Inc

Industrials
1.35K
New
$260.22 - $302.59 $352K - $409K
1.35K $391K
WPM
Wheaton Precious Metals Corp.

Basic Materials
94
+ 0.21%
$52.04 - $64.22 $4.89K - $6.04K
44.5K $2.72M
FCN
Fti Consulting, Inc

Industrials
1.72K
New
$213.61 - $230.59 $367K - $396K
1.72K $390K
LLY
Eli Lilly & CO

Healthcare
916
+ 4.19%
$772.14 - $960.02 $707K - $879K
22.8K $20.2M
SPIB
Spdr Portfolio Intermediate Te

ETFs
9.71K
+ 19.27%
$32.36 - $33.78 $314K - $328K
60.1K $2.03M
FICO
Fair Isaac Corp

Technology
104
+ 26.67%
$1496.51 - $1947.38 $156K - $203K
494 $960K
VOE
Vanguard Mid Cap Value Index F

ETFs
2.03K
+ 90.33%
$149.02 - $167.67 $302K - $340K
4.27K $716K
GFF
Griffon Corp

Industrials
5.38K
New
$55.61 - $74.71 $299K - $402K
5.38K $376K
MNST
Monster Beverage Corp

Consumer Defensive
6.45K
+ 40.99%
$45.01 - $52.47 $290K - $339K
22.2K $1.16M
VTV
Vanguard Value ETF

ETFs
1.19K
+ 10.41%
$159.75 - $174.57 $190K - $208K
12.6K $2.21M
SOXX
Ishares Semiconductor ETF

ETFs
1.59K
New
$199.29 - $265.49 $317K - $422K
1.59K $366K
BLK
Black Rock Inc.

Financial Services
5
+ 0.22%
$782.27 - $949.51 $3.91K - $4.75K
2.23K $2.12M
IDV
Ishares Tr

ETFs
3.35K
+ 3.25%
$27.62 - $30.64 $92.4K - $102K
106K $3.21M
AAON
Aaon, Inc.

Industrials
3.35K
New
$83.58 - $107.82 $280K - $361K
3.35K $361K
LDSF
First Tr ETF Viii Low Duration

ETFs
11.4K
+ 3.94%
$18.64 - $19.24 $212K - $218K
300K $5.74M
XLV
Select Sector Spdr Fund Health

ETFs
912
+ 3.56%
$143.3 - $157.24 $131K - $143K
26.5K $4.08M
AON
Aon PLC

Financial Services
7
+ 0.11%
$293.16 - $351.06 $2.05K - $2.46K
6.57K $2.27M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
1.96K
+ 5.8%
$75.63 - $84.89 $148K - $166K
35.6K $3M
AJG
Arthur J. Gallagher & Co.

Financial Services
751
+ 12.34%
$259.22 - $299.75 $195K - $225K
6.84K $1.92M
DELL
Dell Technologies Inc.

Technology
2.91K
New
$87.89 - $145.97 $255K - $424K
2.91K $344K
CB
Chubb LTD

Financial Services
933
+ 41.67%
$252.51 - $292.2 $236K - $273K
3.17K $914K
VMC
Vulcan Materials CO

Basic Materials
1.34K
+ 44.89%
$231.83 - $274.51 $311K - $368K
4.33K $1.08M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
474
+ 24.99%
$523.84 - $572.02 $248K - $271K
2.37K $1.35M
PSN
Parsons Corp

Industrials
1.35K
+ 15.25%
$76.52 - $103.68 $103K - $140K
10.2K $1.06M
ANF
Abercrombie & Fitch CO

Consumer Cyclical
2.39K
New
$129.86 - $184.59 $311K - $442K
2.39K $334K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
6.5K
New
$50.15 - $51.27 $326K - $333K
6.5K $333K
PSA
Public Storage

Real Estate
693
+ 68.21%
$283.13 - $365.01 $196K - $253K
1.71K $621K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1.82K
New
$138.85 - $182.81 $253K - $333K
1.82K $322K
DUOL
Duolingo, Inc.

Technology
413
+ 14.92%
$158.85 - $287.54 $65.6K - $119K
3.18K $897K
AMT
American Tower Corp

Real Estate
631
+ 15.42%
$192.27 - $242.73 $121K - $153K
4.72K $1.1M
JSML
Janus Detroit Str Tr Henderson

ETFs
1.23K
+ 3.49%
$58.37 - $65.4 $71.7K - $80.4K
36.4K $2.38M
OLED
Universal Display Corp Pa

Technology
1.43K
New
$157.72 - $236.42 $225K - $337K
1.43K $299K
EOG
Eog Resources Inc

Energy
2.82K
+ 15.46%
$117.9 - $132.65 $332K - $374K
21.1K $2.59M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
3.24K
+ 20.0%
$63.28 - $70.06 $205K - $227K
19.4K $1.36M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
12.4K
New
$19.78 - $23.53 $245K - $291K
12.4K $287K
RNA
Avidity Biosciences, Inc.

Healthcare
6.17K
New
$37.21 - $48.14 $229K - $297K
6.17K $283K
CHTR
Charter Communications, Inc.

Communication Services
785
+ 71.3%
$290.56 - $383.07 $228K - $301K
1.89K $611K
DD
Du Pont De Nemours, Inc.

Basic Materials
301
+ 1.02%
$77.22 - $89.49 $23.2K - $26.9K
29.8K $2.65M
Activity Summary
Buys All Purchases 438 New Holdings 115 Increased Positions 323 Sells All Sells 382 Reductions 382 Sold out 0 Options Calls 0 Puts 1
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