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
ABNB
Airbnb, Inc.

Consumer Cyclical
2.6K
+ 12.13%
$105.69 - $140.64 $275K - $366K
24.1K $3.18M
SPTL
Spdr Portfolio Long Term Treas

ETFs
23.6K
+ 205.14%
$25.48 - $27.78 $602K - $656K
35.1K $933K
THC
Tenet Healthcare Corp

Healthcare
3.52K
New
$110.41 - $176.0 $388K - $619K
3.52K $618K
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
9.01K
New
$62.08 - $73.58 $559K - $663K
9.01K $604K
CHCO
City Holding CO

Financial Services
485
+ 0.44%
$108.93 - $123.42 $52.8K - $59.9K
110K $13.4M
MU
Micron Technology Inc

Technology
2.64K
+ 35.08%
$64.72 - $127.91 $171K - $337K
10.1K $1.25M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
6.89K
+ 3.71%
$45.11 - $52.34 $311K - $360K
193K $10.1M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1.44K
+ 111.1%
$177.93 - $313.14 $256K - $451K
2.74K $857K
BX
Blackstone Inc.

Financial Services
106
+ 0.19%
$120.07 - $151.11 $12.7K - $16K
57.2K $8.55M
XLG
Invesco Exchange Traded Fd Tr

ETFs
8.99K
+ 56.5%
$40.94 - $52.1 $368K - $468K
24.9K $1.3M
SYY
Sysco Corp

Consumer Defensive
7.34K
+ 160.07%
$68.0 - $75.91 $499K - $557K
11.9K $903K
SCHO
Schwab Short Term Us Treasury

ETFs
22.6K
New
$24.19 - $24.45 $547K - $553K
22.6K $551K
BWXT
Bwx Technologies, Inc.

Industrials
3.75K
New
$89.24 - $144.06 $334K - $540K
3.75K $539K
AOM
Ishares Tr Core Moderate Alloc

ETFs
11.2K
+ 149.62%
$41.55 - $46.04 $464K - $514K
18.6K $858K
CTAS
Cintas Corp

Industrials
1.17K
+ 7.55%
$190.11 - $227.66 $223K - $267K
16.7K $3.72M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
6.83K
+ 127.71%
$61.08 - $74.04 $417K - $506K
12.2K $901K
ABT
Abbott Laboratories

Healthcare
643
+ 0.49%
$123.95 - $138.08 $79.7K - $88.8K
131K $17.8M
UMAY
Innovator U.S. Equity Ultra Bu

ETFs
15K
New
$30.71 - $34.9 $460K - $522K
15K $520K
OMFL
Invesco Exchange Traded Self I

ETFs
5.37K
+ 11.47%
$48.43 - $57.78 $260K - $310K
52.2K $3.02M
VONG
Vanguard Russell 1000 Growth E

ETFs
4.3K
+ 144.75%
$82.51 - $109.2 $355K - $469K
7.27K $793K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
1.48K
+ 46.44%
$201.28 - $266.34 $298K - $394K
4.67K $1.24M
DE
Deere & CO

Industrials
512
+ 7.81%
$412.99 - $531.48 $211K - $272K
7.07K $3.59M
MGK
Vanguard Mega Cap Growth ETF

ETFs
601
+ 11.8%
$273.67 - $366.17 $164K - $220K
5.7K $2.09M
ITOT
Ishares Core S&P Total U.S. St

ETFs
2.62K
+ 21.59%
$108.12 - $135.04 $283K - $353K
14.7K $1.99M
VLO
Valero Energy Corp

Energy
3.64K
+ 127.82%
$104.69 - $141.77 $381K - $516K
6.49K $872K
MLM
Martin Marietta Materials Inc

Basic Materials
806
+ 134.33%
$452.51 - $568.19 $365K - $458K
1.41K $771K
AVEM
American Centy ETF Tr Avantis

ETFs
2.61K
+ 7.48%
$53.08 - $68.54 $139K - $179K
37.5K $2.57M
WGMI
Valkyrie ETF Tr Ii Bitcoin Min
5K
+ 14.29%
$11.49 - $22.74 $57.5K - $114K
40K $909K
IEV
Ishares Tr Europe ETF

ETFs
7.13K
New
$51.8 - $64.59 $370K - $461K
7.13K $451K
PANW
Palo Alto Networks Inc

Technology
1.14K
+ 18.3%
$152.44 - $204.64 $174K - $233K
7.37K $1.51M
AVES
American Centy ETF Tr Avantis

ETFs
3.61K
+ 9.19%
$42.02 - $53.63 $152K - $194K
42.9K $2.3M
EZU
Ishares Inc Msci Eurozone ETF

ETFs
7.45K
New
$47.63 - $60.01 $355K - $447K
7.45K $442K
EW
Edwards Lifesciences Corp

Healthcare
5.02K
+ 63.07%
$67.07 - $78.22 $337K - $393K
13K $1.01M
DELL
Dell Technologies Inc.

Technology
3.57K
New
$71.63 - $125.98 $256K - $450K
3.57K $437K
IWB
Ishares Tr Russell 1000 ETF

ETFs
908
+ 23.55%
$272.36 - $339.57 $247K - $308K
4.76K $1.62M
GFL
Gfl Environmental Inc.

Industrials
7.18K
+ 21.58%
$42.93 - $51.58 $308K - $370K
40.5K $2.04M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
6.04K
New
$56.88 - $70.77 $343K - $427K
6.04K $427K
EME
Emcor Group, Inc.

Industrials
584
+ 87.95%
$342.02 - $534.89 $200K - $312K
1.25K $667K
BWX
Spdr Bloomberg International T

ETFs
18K
New
$21.87 - $23.49 $393K - $422K
18K $421K
MA
Mastercard Inc

Financial Services
408
+ 3.03%
$479.92 - $590.74 $196K - $241K
13.9K $7.8M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.26K
+ 44.28%
$180.84 - $240.32 $228K - $303K
4.11K $988K
SNPS
Synopsys Inc

Technology
284
+ 8.98%
$380.9 - $517.66 $108K - $147K
3.45K $1.77M
VTWO
Vanguard Russell 2000 ETF

ETFs
4.68K
New
$70.56 - $87.22 $331K - $409K
4.68K $408K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
5.67K
+ 82.94%
$68.13 - $74.77 $387K - $424K
12.5K $911K
T
At&T Inc.

Communication Services
9.86K
+ 6.56%
$26.33 - $28.94 $260K - $285K
160K $4.63M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
952
+ 5.06%
$144.63 - $179.53 $138K - $171K
19.8K $3.26M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
3.99K
+ 67.29%
$94.78 - $95.97 $378K - $383K
9.92K $950K
QCOM
Qualcomm Inc

Technology
1.35K
+ 4.63%
$124.66 - $159.48 $168K - $215K
30.4K $4.85M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
8.65K
+ 60.03%
$44.37 - $50.04 $384K - $433K
23.1K $1.1M
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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