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
F
Ford Motor CO

Consumer Cyclical
8.34K
+ 7.05%
$9.69 - $11.4 $80.8K - $95.1K
127K $1.25M
CQQQ
Invesco Exchange Traded Fd Tr

ETFs
925
+ 5.04%
$38.83 - $50.84 $35.9K - $47K
19.3K $759K
Proshares Tr
101K
New
N/A
101K $0
J P Morgan Exchange Traded F
41.6K
New
N/A
41.6K $0
EWMC
Invesco Exchange Traded Fd Tr

ETFs
3.9K
+ 102.5%
N/A
7.7K $0
Proshares Tr
183K
New
N/A
183K $0
Reddit Inc
2.79K
New
N/A
2.79K $0
J P Morgan Exchange Traded F
8.14K
New
N/A
8.14K $0
America Movil Sab De Cv
17.5K
+ 135.09%
N/A
30.5K $0
Invesco Exchange Traded Fd T
2.15K
+ 5.55%
N/A
40.8K $0
Ishares Bitcoin Trust ETF
65.2K
+ 341.77%
N/A
84.3K $0
HIGH
Simplify Exchange Traded Fds E
175
+ 1.73%
N/A
10.3K $0
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
258
+ 2.22%
$22.39 - $23.45 $5.78K - $6.05K
11.9K $272K
Zacks Trust
1.37K
+ 1.39%
N/A
100K $0
Zacks Trust
20.6K
New
N/A
20.6K $0
Proshares Tr
4.63K
+ 20.54%
N/A
27.2K $0
Proshares Tr
195K
New
N/A
195K $0
XONE
Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF

Industrial Goods
4.38K
New
N/A
4.38K $0
Neos ETF Trust
10.8K
New
N/A
10.8K $0
Ge Vernova Inc
2.12K
+ 110.98%
N/A
4.04K $0
Ultimus Managers Tr
9.82K
New
N/A
9.82K $0
Pacer Fds Tr
13.2K
New
N/A
13.2K $0
Tempus Ai Inc
6.56K
New
N/A
6.56K $0
Tidal Tr Ii
122K
New
N/A
122K $0
Flutter Entmt PLC
18
+ 0.94%
N/A
1.93K $0
Blackrock Inc
2.59K
New
N/A
2.59K $0
Goldman Sachs ETF Tr
55.9K
New
N/A
55.9K $0
Arista Networks Inc
53.4K
New
N/A
53.4K $0
Victory Portfolios Ii
4.17K
+ 49.84%
N/A
12.5K $0
Lam Research Corp
7.91K
New
N/A
7.91K $0
Lithium Amers Corp New
12.4K
New
N/A
12.4K $0
Ftai Aviation LTD
362
+ 10.05%
N/A
3.97K $0
Pimco ETF Tr
24
+ 0.17%
N/A
14.2K $0
CARY
Angel Oak Fds Tr Income Etf(De
11.9K
+ 3.62%
N/A
340K $0
Annaly Capital Management In
12.8K
New
N/A
12.8K $0
T Rowe Price ETF Inc
1.14K
+ 14.97%
N/A
8.72K $0
VPU
Vanguard Utilities ETF

ETFs
74
+ 5.97%
$160.52 - $179.11 $11.9K - $13.3K
1.31K $214K
GDV
Gabelli Dividend & Income Trust

Financial Services
41
+ 0.5%
$23.77 - $25.59 $975 - $1.05K
8.32K $201K
ICF
Ishares Tr

ETFs
576
+ 9.17%
$58.8 - $66.61 $33.9K - $38.4K
6.86K $413K
ACN
Accenture PLC

Technology
89
+ 0.43%
$343.9 - $376.86 $30.6K - $33.5K
20.8K $7.32M
PEG
Public Service Enterprise Group Inc

Utilities
346
+ 4.87%
$81.87 - $94.51 $28.3K - $32.7K
7.46K $630K
SHV
Ishares Tr

ETFs
78
+ 0.32%
$109.92 - $110.57 $8.57K - $8.62K
24.1K $2.66M
SCHK
Schwab Strategic Tr 1000 Index

ETFs
3.54K
+ 90.54%
$27.45 - $55.56 $97.2K - $197K
7.45K $211K
ECL
Ecolab Inc.

Basic Materials
190
+ 8.05%
$234.32 - $261.43 $44.5K - $49.7K
2.55K $597K
BOE
Black Rock Enhanced Global Dividend Trust

Financial Services
55
+ 0.43%
$10.65 - $11.42 $586 - $628
12.8K $138K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
64
+ 0.34%
$8.1 - $9.04 $518 - $579
19.1K $158K
ALLO
Allogene Therapeutics, Inc.

Healthcare
347
+ 3.4%
$1.84 - $3.22 $638 - $1.12K
10.5K $22K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
377
+ 1.45%
$51.54 - $52.55 $19.4K - $19.8K
26.4K $1.36M
ICE
Intercontinental Exchange, Inc.

Financial Services
132
+ 5.52%
$148.29 - $166.93 $19.6K - $22K
2.52K $375K
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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