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
VPU
Vanguard Utilities ETF

ETFs
1.24K
New
$146.64 - $174.54 $182K - $216K
1.24K $215K
IFF
International Flavors & Fragrances Inc

Basic Materials
2.05K
New
$93.14 - $105.12 $191K - $215K
2.05K $215K
AN
Autonation, Inc.

Consumer Cyclical
1.2K
New
$156.14 - $190.72 $187K - $228K
1.2K $214K
SITE
Site One Landscape Supply, Inc.

Industrials
1.42K
New
$115.64 - $153.52 $164K - $218K
1.42K $214K
CINF
Cincinnati Financial Corp

Financial Services
1.57K
New
$115.7 - $138.2 $181K - $217K
1.57K $213K
AOS
Smith A O Corp

Industrials
2.33K
New
$76.95 - $91.98 $179K - $214K
2.33K $208K
TTEK
Tetra Tech Inc

Industrials
4.42K
New
$45.59 - $237.74 $201K - $1.05M
4.42K $208K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
6.06K
New
$31.05 - $34.29 $188K - $208K
6.06K $207K
PAYC
Paycom Software, Inc.

Technology
1.25K
New
$140.16 - $173.86 $175K - $217K
1.25K $207K
ITOT
Ishares Core S&P Total U.S. St

ETFs
876
+ 6.3%
$113.41 - $125.62 $99.3K - $110K
14.8K $1.86M
L
Loews Corp

Financial Services
2.59K
New
$73.76 - $81.96 $191K - $212K
2.59K $204K
STE
Steris PLC

Healthcare
839
New
$213.51 - $247.14 $179K - $207K
839 $203K
VONG
Vanguard Russell 1000 Growth E

ETFs
2.11K
New
$85.48 - $98.39 $180K - $207K
2.11K $203K
PWB
Invesco Exchange Traded Fd Tr

ETFs
2.05K
New
$86.85 - $98.91 $178K - $203K
2.05K $202K
TDIV
First Trust Nasdaq Technology

ETFs
2.52K
New
$70.51 - $81.07 $178K - $204K
2.52K $202K
GPN
Global Payments Inc

Industrials
1.98K
New
$92.66 - $112.97 $183K - $223K
1.98K $202K
DSI
Ishares Msci Kld 400 Social Et

ETFs
1.86K
New
$97.81 - $108.79 $182K - $202K
1.86K $202K
GDV
Gabelli Dividend & Income Trust

Financial Services
8.28K
New
$22.05 - $24.45 $183K - $202K
8.28K $202K
TIP
Ishares Tr Tips Bd ETF

ETFs
1.82K
New
$105.92 - $110.83 $193K - $202K
1.82K $201K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
5.71K
New
$27.14 - $35.2 $155K - $201K
5.71K $200K
TQQQ
Proshares Ultrapro Qqq

ETFs
2.91K
+ 28.43%
$53.19 - $84.93 $155K - $247K
13.1K $951K
DTE
Dte Energy CO

Utilities
75
+ 0.7%
$108.67 - $128.41 $8.15K - $9.63K
10.8K $1.39M
UBER
Uber Technologies, Inc

Technology
1.99K
+ 10.8%
$58.48 - $77.47 $116K - $154K
20.4K $1.54M
ZTS
Zoetis Inc.

Healthcare
628
+ 18.64%
$172.58 - $196.48 $108K - $123K
4K $780K
BDX
Becton Dickinson & CO

Healthcare
537
+ 6.04%
$221.47 - $242.41 $119K - $130K
9.42K $2.27M
GP
Greenpower Motor CO Inc.

Consumer Cyclical
100K
+ 55.56%
$0.74 - $1.62 $74K - $162K
280K $383K
GUNR
Flexshares Tr Morningstar Glob

ETFs
2.41K
+ 2.76%
$38.51 - $41.48 $92.7K - $99.9K
89.6K $3.7M
MAR
Marriott International Inc

Consumer Cyclical
476
+ 4.25%
$211.35 - $255.11 $101K - $121K
11.7K $2.9M
INDA
Ishares Msci India Index Fund

ETFs
2.88K
+ 31.92%
$54.86 - $59.22 $158K - $170K
11.9K $695K
FDS
Factset Research Systems Inc

Financial Services
139
+ 5.95%
$397.04 - $469.48 $55.2K - $65.3K
2.48K $1.14M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
739
+ 3.86%
$94.31 - $103.26 $69.7K - $76.3K
19.9K $2.04M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
405
+ 16.56%
$460.0 - $505.78 $186K - $205K
2.85K $1.33M
PBR
Petrobras Petroleo Brasileiro Sa

Energy
12.1K
New
$13.31 - $15.65 $161K - $189K
12.1K $174K
ABC
Amerisourcebergen Corp

Healthcare
901
+ 9.5%
N/A
10.4K $1.92M
IRDM
Iridium Communications Inc.

Communication Services
2.96K
+ 15.17%
$25.17 - $31.03 $74.5K - $91.8K
22.5K $683K
HEFA
Ishares Currency Hedged Msci E

ETFs
4.77K
+ 8.87%
$32.34 - $35.85 $154K - $171K
58.5K $2.07M
BIDU
Baidu, Inc.

Communication Services
750
+ 17.49%
$81.0 - $105.29 $60.8K - $79K
5.04K $530K
HLN
Haleon PLC

Healthcare
1.45K
+ 2.32%
$8.32 - $10.7 $12.1K - $15.5K
63.8K $675K
EMR
Emerson Electric CO

Industrials
1.82K
+ 3.74%
$98.19 - $118.87 $179K - $216K
50.4K $5.51M
COIN
Coinbase Global, Inc.

Technology
1.72K
+ 51.39%
$147.09 - $265.15 $252K - $455K
5.06K $900K
UL
Unilever PLC

Consumer Defensive
1.16K
+ 14.08%
$54.7 - $65.59 $63.6K - $76.3K
9.42K $612K
HSY
Hershey CO

Consumer Defensive
131
+ 0.78%
$182.45 - $203.25 $23.9K - $26.6K
16.9K $3.23M
EME
Emcor Group, Inc.

Industrials
153
+ 11.09%
$340.22 - $435.6 $52.1K - $66.6K
1.53K $660K
GM
General Motors CO

Consumer Cyclical
4.38K
+ 16.74%
$39.95 - $49.9 $175K - $219K
30.5K $1.37M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
3
+ 0.05%
$150.01 - $182.29 $450 - $547
6.32K $1.15M
HYG
Ishares Tr

ETFs
885
+ 3.62%
$76.72 - $80.36 $67.9K - $71.1K
25.3K $2.03M
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
582
+ 6.02%
$102.5 - $112.27 $59.7K - $65.3K
10.3K $1.15M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
919
+ 6.16%
$65.15 - $72.97 $59.9K - $67.1K
15.8K $1.15M
VUG
Vanguard Growth ETF

ETFs
209
+ 3.37%
$341.08 - $391.94 $71.3K - $81.9K
6.42K $2.46M
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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