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
EXLS
Exl Service Holdings, Inc.

Technology
5.49K
New
$38.1 - $47.02 $209K - $258K
5.49K $243K
UAL
United Airlines Holdings, Inc.

Industrials
318
+ 6.07%
$55.62 - $102.44 $17.7K - $32.6K
5.55K $539K
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
7.04K
New
$34.21 - $38.73 $241K - $273K
7.04K $240K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
2.18K
New
$87.56 - $119.8 $190K - $261K
2.18K $238K
USXF
Ishares Esg Advanced Msci Usa

Technology
4.8K
New
$48.45 - $52.57 $233K - $253K
4.8K $238K
GLD
Spdr Gold Trust

ETFs
1.18K
+ 2.46%
$236.59 - $257.5 $278K - $303K
49K $11.9M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
3.46K
New
$63.19 - $73.31 $218K - $253K
3.46K $237K
NET
Cloudflare, Inc.

Technology
2.17K
New
$78.11 - $117.56 $170K - $255K
2.17K $233K
CHCO
City Holding CO

Financial Services
885
+ 0.82%
$113.37 - $134.35 $100K - $119K
109K $13M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
4.48K
New
$51.33 - $53.74 $230K - $241K
4.48K $230K
DLR
Digital Realty Trust, Inc.

Real Estate
1.18K
+ 93.86%
$156.46 - $195.69 $184K - $230K
2.43K $431K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
4.38K
New
$52.1 - $57.26 $228K - $251K
4.38K $228K
FDX
Fedex Corp

Industrials
176
+ 0.76%
$260.5 - $305.15 $45.8K - $53.7K
23.2K $6.54M
AVLV
American Centy ETF Tr Avantis
2.92K
+ 8.82%
$65.51 - $71.22 $191K - $208K
36K $2.4M
MCK
Mckesson Corp

Healthcare
117
+ 5.69%
$482.27 - $628.5 $56.4K - $73.5K
2.17K $1.24M
VFH
Vanguard Financial ETF

ETFs
1.88K
New
$108.87 - $126.2 $204K - $237K
1.88K $221K
EVR
Evercore Inc.

Financial Services
794
New
$247.66 - $315.67 $197K - $251K
794 $220K
VUG
Vanguard Growth ETF

ETFs
117
+ 1.82%
$378.79 - $428.11 $44.3K - $50.1K
6.54K $2.68M
NKE
Nike, Inc.

Consumer Cyclical
3.88K
+ 61.1%
$73.36 - $89.13 $285K - $346K
10.2K $774K
KTF
Dws Municipal Income Trust

Financial Services
22.5K
New
$9.43 - $10.2 $212K - $229K
22.5K $212K
TRMB
Trimble Inc.

Technology
3K
New
$60.21 - $75.4 $181K - $226K
3K $211K
UL
Unilever PLC

Consumer Defensive
5.06K
+ 53.69%
$56.7 - $64.64 $287K - $327K
14.5K $821K
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
3.42K
New
$59.24 - $74.8 $203K - $256K
3.42K $209K
IXC
Ishares Tr Global Energy ETF

ETFs
5.86K
+ 82.09%
$36.95 - $43.06 $217K - $252K
13K $496K
VIS
Vanguard Industrial ETF

ETFs
808
New
$254.39 - $279.7 $206K - $226K
808 $205K
CALM
Cal Maine Foods Inc

Consumer Defensive
1.97K
New
$75.41 - $112.24 $149K - $221K
1.97K $202K
IEMG
Ishares Inc

ETFs
3.72K
+ 5.71%
N/A
68.8K $3.69M
FIX
Comfort Systems Usa Inc

Industrials
288
+ 12.97%
$370.68 - $504.12 $107K - $145K
2.51K $1.06M
SLV
I Shares Silver Trust

ETFs
14.1K
+ 16.45%
$26.33 - $31.74 $370K - $446K
99.6K $2.62M
CLX
Clorox CO

Consumer Defensive
1.22K
+ 9.33%
$156.51 - $169.74 $191K - $207K
14.3K $2.32M
TFC
Truist Financial Corp

Financial Services
3.31K
+ 4.25%
$41.51 - $48.1 $137K - $159K
81.1K $3.52M
HEFA
Ishares Currency Hedged Msci E

ETFs
6.52K
+ 11.14%
$34.42 - $35.88 $224K - $234K
65K $2.26M
CVNA
Carvana Co.

Consumer Cyclical
255
+ 5.66%
$175.8 - $260.8 $44.8K - $66.5K
4.76K $967K
LIT
Global X Fds Global X Lithium

ETFs
4.89K
+ 78.86%
$40.78 - $48.97 $199K - $239K
11.1K $452K
LDOS
Leidos Holdings, Inc.

Technology
1.56K
+ 67.61%
$143.17 - $201.39 $223K - $313K
3.86K $555K
AXP
American Express CO

Financial Services
79
+ 1.29%
$267.35 - $305.57 $21.1K - $24.1K
6.22K $1.84M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
2.13K
+ 10.94%
$69.3 - $74.3 $147K - $158K
21.6K $1.54M
XLI
Industrial Sector Spdr

ETFs
1.7K
+ 13.8%
$131.76 - $143.99 $224K - $245K
14K $1.85M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
6.04K
+ 16.95%
$75.65 - $83.47 $457K - $504K
41.7K $3.17M
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
1.96K
+ 17.22%
$85.41 - $87.1 $167K - $170K
13.3K $1.15M
MET
Metlife Inc

Financial Services
2.18K
+ 11.29%
$78.15 - $88.25 $170K - $192K
21.5K $1.76M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
3.57K
+ 6.62%
$9.71 - $15.34 $34.7K - $54.8K
57.5K $764K
TRIN
Trinity Capital Inc.

Financial Services
10.9K
New
$13.11 - $14.87 $143K - $162K
10.9K $157K
FAST
Fastenal CO

Industrials
2.05K
+ 12.73%
$69.99 - $84.35 $144K - $173K
18.2K $1.31M
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
1.79K
+ 3.34%
$24.76 - $27.53 $44.4K - $49.4K
55.5K $1.5M
CHTR
Charter Communications, Inc.

Communication Services
339
+ 17.97%
$315.38 - $408.02 $107K - $138K
2.23K $762K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
3.89K
+ 28.17%
$45.07 - $47.1 $175K - $183K
17.7K $799K
VO
Vanguard Mid Cap ETF

ETFs
277
+ 0.11%
$261.5 - $284.63 $72.4K - $78.8K
253K $66.9M
XLY
Select Sector Spdr Consumer Di

ETFs
202
+ 4.63%
$194.8 - $239.43 $39.3K - $48.4K
4.56K $1.02M
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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