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
PENN
Penn National Gaming Inc

Consumer Cyclical
5K
+ 16.35%
$13.75 - $18.28 $68.8K - $91.4K
35.6K $635K
CMCSA
Comcast Corp

Communication Services
7.44K
+ 6.7%
$32.84 - $36.72 $244K - $273K
119K $4.23M
NXPI
Nxp Semiconductors N.V.

Technology
375
+ 22.07%
$153.5 - $218.72 $57.6K - $82K
2.07K $453K
CZA
Invesco Exchange Traded Fd Tr

ETFs
1.1K
+ 23.03%
$90.93 - $106.67 $99.8K - $117K
5.87K $625K
DFAI
Dimensional ETF Tr

ETFs
2.88K
+ 31.2%
$28.02 - $34.71 $80.7K - $100K
12.1K $418K
AI
C3.Ai, Inc.

Technology
1.6K
+ 6.3%
$18.24 - $27.8 $29.2K - $44.5K
27K $663K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
2.5K
+ 10.74%
$49.79 - $50.75 $125K - $127K
25.8K $1.31M
ADP
Automatic Data Processing Inc

Industrials
73
+ 0.21%
$276.76 - $326.81 $20.2K - $23.9K
34.6K $10.7M
FCNCA
First Citizens Bancshares Inc

Financial Services
1
+ 0.09%
$1561.69 - $1966.55 $1.56K - $1.97K
1.14K $2.22M
VOOV
Vanguard S&P 500 Value ETF

ETFs
570
+ 26.76%
$162.65 - $188.71 $92.7K - $108K
2.7K $509K
AVIG
American Centy ETF Tr Avantis

ETFs
1.55K
+ 0.73%
$40.41 - $41.62 $62.5K - $64.4K
213K $8.86M
XLE
Energy Sector Spdr

ETFs
2.94K
+ 18.44%
$76.44 - $94.13 $224K - $276K
18.9K $1.6M
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
1.85K
+ 20.56%
$36.45 - $42.47 $67.4K - $78.6K
10.9K $457K
ROK
Rockwell Automation, Inc

Industrials
6
+ 0.4%
$218.97 - $332.17 $1.31K - $1.99K
1.49K $496K
LPLA
Lpl Financial Holdings Inc.

Financial Services
25
+ 1.18%
$283.31 - $388.96 $7.08K - $9.72K
2.15K $806K
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
10K
New
$9.75 - $10.96 $97.5K - $110K
10K $103K
AVRE
American Centy ETF Tr Avantis
1.82K
+ 9.95%
$38.75 - $44.92 $70.4K - $81.7K
20.1K $887K
GWW
W.W. Grainger, Inc.

Industrials
33
+ 2.63%
$919.93 - $1101.66 $30.4K - $36.4K
1.29K $1.34M
SAN
Banco Santander, S.A.

Financial Services
12K
New
$5.72 - $8.32 $68.7K - $99.9K
12K $99K
VEEV
Veeva Systems Inc

Healthcare
78
+ 6.09%
$209.39 - $289.94 $16.3K - $22.6K
1.36K $391K
ACHR
Archer Aviation Inc.

Industrials
2.63K
+ 15.02%
$6.2 - $13.3 $16.3K - $34.9K
20.1K $218K
SPRO
Spero Therapeutics, Inc.

Healthcare
32.5K
New
$0.56 - $3.02 $18.2K - $98.3K
32.5K $94K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
449
+ 3.44%
$40.79 - $50.93 $18.3K - $22.9K
13.5K $688K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
4.47K
+ 32.49%
$22.18 - $23.36 $99.1K - $104K
18.2K $407K
AEM
Agnico Eagle Mines LTD

Basic Materials
329
+ 6.87%
$99.48 - $124.46 $32.7K - $40.9K
5.12K $608K
SHV
Ishares Tr

ETFs
814
+ 3.38%
$110.06 - $110.46 $89.6K - $89.9K
24.9K $2.75M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
1.67K
+ 7.56%
$48.5 - $49.35 $81K - $82.5K
23.8K $1.17M
IR
Ingersoll Rand Inc.

Industrials
889
+ 25.96%
$66.75 - $84.94 $59.3K - $75.5K
4.31K $358K
TDG
Trans Digm Group Inc

Industrials
12
+ 2.58%
$1231.75 - $1520.64 $14.8K - $18.2K
478 $726K
D
Dominion Energy, Inc

Utilities
970
+ 1.65%
$49.66 - $58.0 $48.2K - $56.3K
59.9K $3.38M
WM
Waste Management Inc

Industrials
497
+ 3.85%
$216.47 - $242.1 $108K - $120K
13.4K $3.07M
AVB
Avalonbay Communities Inc

Real Estate
499
+ 23.78%
$187.23 - $215.61 $93.4K - $108K
2.6K $528K
SPLB
Spdr Portfolio Long Term Corpo

ETFs
3.26K
+ 7.0%
$21.37 - $22.67 $69.8K - $74K
49.9K $1.13M
BKNG
Booking Holdings Inc.

Consumer Cyclical
1
+ 1.75%
$4164.15 - $5789.24 $4.16K - $5.79K
58 $335K
IEP
Icahn Enterprises L.P.

Industrials
15.4K
+ 29.94%
$7.81 - $9.75 $120K - $150K
67K $539K
ELV
Elevance Health, Inc.

Healthcare
305
+ 26.97%
$372.27 - $452.69 $114K - $138K
1.44K $558K
USXF
Ishares Esg Advanced Msci Usa

Technology
558
+ 10.97%
$41.54 - $53.93 $23.2K - $30.1K
5.65K $304K
TXT
Textron Inc

Industrials
43
+ 0.55%
$60.72 - $80.34 $2.61K - $3.45K
7.79K $625K
QLV
Flexshares Us Quality Low Vola

ETFs
648
+ 6.89%
$59.53 - $68.1 $38.6K - $44.1K
10.1K $684K
IBKR
Interactive Brokers Group, Inc.

Financial Services
5.67K
+ 248.36%
$50.53 - $212.53 $287K - $1.21M
7.95K $440K
HCI
Hci Group, Inc.

Financial Services
215
+ 2.24%
$137.07 - $171.28 $29.5K - $36.8K
9.81K $1.49M
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
1.62K
+ 15.96%
$22.61 - $26.12 $36.7K - $42.4K
11.8K $308K
ALLE
Allegion PLC

Industrials
190
+ 7.99%
$118.52 - $145.64 $22.5K - $27.7K
2.57K $370K
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
264
+ 2.09%
$32.02 - $39.74 $8.45K - $10.5K
12.9K $510K
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.15K
+ 2.37%
$63.54 - $68.5 $72.9K - $78.6K
49.5K $3.34M
HLI
Houlihan Lokey, Inc.

Financial Services
34
+ 1.23%
$141.59 - $182.75 $4.81K - $6.21K
2.8K $504K
ITW
Illinois Tool Works Inc

Industrials
248
+ 2.43%
$218.41 - $252.43 $54.2K - $62.6K
10.5K $2.59M
IXC
Ishares Tr Global Energy ETF

ETFs
2.24K
+ 17.23%
$34.69 - $42.32 $77.7K - $94.8K
15.2K $598K
NWSA
News Corp

Communication Services
250
+ 1.39%
$23.97 - $29.72 $5.99K - $7.43K
18.3K $542K
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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