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
CTVA
Corteva, Inc.

Basic Materials
304
+ 1.01%
$55.52 - $74.53 $16.9K - $22.7K
30.3K $2.25M
VGIT
Vanguard Intermediate Term Tre

ETFs
6.14K
New
$58.63 - $59.9 $360K - $367K
6.14K $366K
AVLV
American Centy ETF Tr Avantis
3.57K
+ 9.09%
$56.85 - $68.21 $203K - $244K
42.9K $2.93M
ZECP
Zacks Tr Earnings Constant Por

ETFs
1.04K
+ 0.6%
$27.11 - $31.91 $28.3K - $33.3K
176K $5.62M
SYK
Stryker Corp

Healthcare
570
+ 10.91%
$337.37 - $395.63 $192K - $226K
5.79K $2.29M
NTRA
Natera, Inc.

Healthcare
1.53K
+ 48.98%
$132.23 - $171.87 $202K - $263K
4.65K $785K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
4.66K
+ 36.69%
$45.98 - $56.15 $214K - $261K
17.4K $974K
MBB
Ishares Tr

ETFs
3.52K
+ 21.06%
$91.41 - $94.22 $322K - $332K
20.3K $1.9M
CSX
Csx Corp

Industrials
525
+ 0.53%
$26.69 - $32.91 $14K - $17.3K
99.2K $3.24M
TXN
Texas Instruments Inc

Technology
1.71K
+ 14.21%
N/A
13.7K $2.67M
UBER
Uber Technologies, Inc

Technology
37
+ 0.23%
$64.62 - $93.3 $2.39K - $3.45K
15.9K $1.48M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.32K
+ 11.48%
$166.82 - $194.23 $220K - $256K
12.8K $2.49M
PNBK
Patriot National Bancorp Inc

Financial Services
213K
New
$0.9 - $6.71 $192K - $1.43M
213K $324K
ZS
Zscaler, Inc.

Technology
1K
New
$174.67 - $315.32 $175K - $315K
1K $313K
PH
Parker Hannifin Corp

Industrials
339
+ 41.44%
$517.23 - $700.54 $175K - $237K
1.16K $808K
UAL
United Airlines Holdings, Inc.

Industrials
2.68K
+ 29.51%
$56.15 - $84.23 $151K - $226K
11.8K $938K
CRM
Salesforce, Inc.

Technology
973
+ 9.61%
$236.26 - $291.15 $230K - $283K
11.1K $3.03M
URI
United Rentals, Inc.

Industrials
410
New
$551.94 - $753.4 $226K - $309K
410 $308K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
5.68K
+ 12.29%
$49.57 - $50.27 $281K - $285K
51.9K $2.61M
UWM
Proshares Ultra Russell 2000

ETFs
5.87K
+ 31.72%
$25.35 - $37.67 $149K - $221K
24.4K $918K
ACN
Accenture PLC

Technology
1.75K
+ 10.15%
$279.23 - $323.21 $489K - $566K
19K $5.68M
CW
Curtiss Wright Corp

Industrials
600
New
$283.18 - $488.55 $170K - $293K
600 $293K
MCK
Mckesson Corp

Healthcare
355
+ 65.38%
$652.83 - $732.78 $232K - $260K
898 $658K
PGR
Progressive Corp

Financial Services
1.18K
+ 83.63%
$255.27 - $288.74 $301K - $341K
2.59K $691K
LMT
Lockheed Martin Corp

Industrials
469
+ 10.58%
$430.82 - $486.45 $202K - $228K
4.9K $2.27M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
3.47K
New
$65.04 - $82.18 $226K - $285K
3.47K $285K
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
4.33K
New
$56.84 - $65.5 $246K - $284K
4.33K $283K
GD
General Dynamics Corp

Industrials
513
+ 7.5%
$247.68 - $291.66 $127K - $150K
7.35K $2.14M
TT
Trane Technologies PLC

Industrials
61
+ 2.42%
$315.21 - $437.41 $19.2K - $26.7K
2.58K $1.13M
GIS
General Mills Inc

Consumer Defensive
7.11K
+ 63.12%
$50.37 - $60.97 $358K - $433K
18.4K $951K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
9.41K
New
$27.29 - $29.28 $257K - $276K
9.41K $275K
VNQI
Vanguard Global Ex U.S. Real

ETFs
5.97K
New
$37.77 - $46.15 $225K - $275K
5.97K $275K
UNM
Unum Group

Financial Services
3.4K
New
$70.48 - $82.91 $240K - $282K
3.4K $274K
GTLS
Chart Industries Inc

Industrials
1.63K
New
$115.08 - $175.5 $187K - $286K
1.63K $267K
NSC
Norfolk Southern Corp

Industrials
31
+ 0.23%
$206.34 - $257.46 $6.4K - $7.98K
13.3K $3.4M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
4.13K
+ 7.85%
$24.38 - $30.18 $101K - $125K
56.8K $1.71M
ADBE
Adobe Inc.

Technology
639
+ 17.0%
$340.0 - $420.68 $217K - $269K
4.4K $1.7M
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
39
+ 0.13%
$120.49 - $141.16 $4.7K - $5.51K
29K $4.01M
HYMU
Blackrock ETF Tr Ii High Yield
11.1K
New
N/A
11.1K $253K
VGLT
Vanguard Long Term Treasury Et

ETFs
4.98K
+ 25.52%
$53.66 - $58.71 $267K - $293K
24.5K $1.38M
PINS
Pinterest, Inc.

Communication Services
6.84K
New
$24.21 - $35.95 $165K - $246K
6.84K $245K
PWB
Invesco Exchange Traded Fd Tr

ETFs
2.05K
New
$86.24 - $117.44 $177K - $241K
2.05K $241K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
3.7K
+ 13.28%
$33.46 - $41.33 $124K - $153K
31.6K $1.3M
ADI
Analog Devices Inc

Technology
982
New
$164.6 - $238.02 $162K - $234K
982 $233K
DLR
Digital Realty Trust, Inc.

Real Estate
1.34K
New
$136.11 - $177.69 $182K - $237K
1.34K $232K
CALM
Cal Maine Foods Inc

Consumer Defensive
2.31K
New
$90.17 - $103.07 $208K - $238K
2.31K $230K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
439
New
$483.07 - $625.6 $212K - $275K
439 $230K
TRMB
Trimble Inc.

Technology
3K
New
$55.12 - $75.98 $165K - $228K
3K $227K
IAI
Ishares Tr Us Broker Dealers &

ETFs
1.34K
New
$122.04 - $169.14 $163K - $226K
1.34K $225K
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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