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
DFIS
Dimensional ETF Tr Dimensional

ETFs
5.07K
+ 28.31%
$23.2 - $29.84 $118K - $151K
23K $686K
PULS
Pgim ETF Tr

ETFs
4.47K
New
$49.39 - $49.76 $221K - $223K
4.47K $222K
STX
Seagate Technology Holdings PLC

Technology
1.54K
New
$66.54 - $144.33 $102K - $222K
1.54K $222K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
9.58K
New
$22.43 - $23.23 $215K - $223K
9.58K $222K
PNC
Pnc Financial Services Group, Inc.

Financial Services
819
+ 12.83%
$149.76 - $186.42 $123K - $153K
7.2K $1.34M
AIQ
Global X Funds Global X Artifi

ETFs
493
+ 1.81%
$31.5 - $43.69 $15.5K - $21.5K
27.8K $1.21M
TLTD
Flexshares Morningstar Dev Mkt

ETFs
2.64K
New
$66.99 - $83.47 $177K - $221K
2.64K $220K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
2.66K
+ 15.14%
$75.05 - $77.34 $200K - $206K
20.2K $1.57M
BURL
Burlington Stores, Inc.

Consumer Cyclical
916
New
$215.78 - $270.12 $198K - $247K
916 $213K
SLF
Sun Life Financial Inc

Financial Services
3.22K
New
$53.39 - $66.45 $172K - $214K
3.22K $213K
OXY
Occidental Petroleum Corp

Energy
7.91K
+ 48.25%
$36.11 - $49.33 $285K - $390K
24.3K $1.02M
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
8.99K
New
$23.2 - $23.63 $209K - $213K
8.99K $211K
CRSP
Crispr Therapeutics Ag

Healthcare
1.24K
+ 12.04%
$31.27 - $48.64 $38.8K - $60.4K
11.6K $561K
DOX
Amdocs LTD

Technology
2.31K
New
$80.46 - $94.08 $186K - $218K
2.31K $210K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
2.99K
+ 46.1%
$46.22 - $57.51 $138K - $172K
9.49K $544K
OMF
One Main Holdings, Inc.

Financial Services
3.62K
New
$40.42 - $57.0 $146K - $206K
3.62K $206K
QGRO
American Centy ETF Tr Stoxx Us

ETFs
1.89K
New
$83.67 - $109.12 $158K - $207K
1.89K $206K
LYV
Live Nation Entertainment, Inc.

Communication Services
1.36K
New
$118.81 - $151.28 $162K - $206K
1.36K $206K
PSA
Public Storage

Real Estate
736
+ 36.97%
$266.31 - $309.77 $196K - $228K
2.73K $800K
AVDV
American Centy ETF Tr Avantis

ETFs
2.6K
New
$61.76 - $79.32 $160K - $206K
2.6K $205K
AVSD
American Centy ETF Tr Avantis

ETFs
3.05K
New
$53.85 - $67.74 $164K - $207K
3.05K $205K
CRS
Carpenter Technology Corp

Industrials
740
New
$151.3 - $276.38 $112K - $205K
740 $204K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
5.57K
+ 24.73%
$45.07 - $52.57 $251K - $293K
28.1K $1.37M
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
7.96K
New
$23.19 - $25.35 $185K - $202K
7.96K $201K
HIG
Hartford Financial Services Group, Inc.

Financial Services
1.58K
New
$109.83 - $131.67 $173K - $208K
1.58K $200K
PICK
Ishares Inc Msci Global Select

ETFs
5.33K
New
$30.23 - $38.24 $161K - $204K
5.33K $200K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
8.58K
New
$23.29 - $23.38 $200K - $201K
8.58K $200K
PPLT
Abrdn Platinum ETF Trust

ETFs
2.21K
New
N/A
2.21K $198K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
2.51K
+ 57.5%
$53.69 - $67.27 $135K - $169K
6.88K $462K
KMI
Kinder Morgan, Inc.

Energy
4.55K
+ 6.47%
$25.21 - $29.4 $115K - $134K
74.9K $2.2M
NTNX
Nutanix, Inc.

Technology
503
+ 2.18%
$58.17 - $83.07 $29.3K - $41.8K
23.6K $1.8M
FCX
Freeport Mcmoran Inc

Basic Materials
1.42K
+ 6.17%
$29.15 - $44.46 $41.5K - $63.2K
24.5K $1.06M
MPC
Marathon Petroleum Corp

Energy
292
+ 4.63%
$118.55 - $170.08 $34.6K - $49.7K
6.59K $1.1M
PHM
Pultegroup Inc

Consumer Cyclical
1.54K
+ 28.28%
$92.02 - $106.54 $142K - $164K
6.99K $736K
VCIT
Vanguard Intermediate Term Cor

ETFs
1.81K
+ 11.15%
$79.56 - $82.92 $144K - $150K
18K $1.5M
ADSK
Autodesk, Inc.

Technology
682
New
N/A
682 $167K
FTGC
First Trust Global Tactical CO

ETFs
15.3K
+ 6.14%
$23.09 - $25.91 $354K - $397K
265K $6.54M
CNHI
Cnh Industrial N.V.

Industrials
15.7K
New
N/A
15.7K $163K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
118
+ 1.52%
$60.61 - $87.72 $7.15K - $10.4K
7.87K $667K
HYGV
Flexshares Tr High Yield Value

ETFs
3.09K
+ 6.16%
$38.45 - $41.03 $119K - $127K
53.3K $2.19M
TTWO
Take Two Interactive Software Inc

Communication Services
427
+ 27.53%
$194.58 - $243.05 $83.1K - $104K
1.98K $480K
AMT
American Tower Corp

Real Estate
652
+ 16.59%
$203.96 - $228.19 $133K - $149K
4.58K $1.01M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
940
+ 13.93%
$114.78 - $133.31 $108K - $125K
7.69K $1.02M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
122
+ 5.11%
$468.22 - $566.51 $57.1K - $69.1K
2.51K $1.42M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
780
+ 1.43%
$116.93 - $119.39 $91.2K - $93.1K
55.4K $6.59M
XLU
Utilities Sector Spdr

ETFs
792
+ 2.86%
$73.09 - $82.77 $57.9K - $65.6K
28.5K $2.32M
BR
Broadridge Financial Solutions, Inc.

Technology
511
+ 1.94%
$217.22 - $246.25 $111K - $126K
26.8K $6.51M
DSI
Ishares Msci Kld 400 Social Et

ETFs
951
+ 44.84%
$91.62 - $116.16 $87.1K - $110K
3.07K $356K
RMD
Resmed Inc

Healthcare
59
+ 1.65%
$204.54 - $258.0 $12.1K - $15.2K
3.64K $938K
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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