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
CB
Chubb LTD

Financial Services
105
+ 3.31%
$271.57 - $301.89 $28.5K - $31.7K
3.28K $905K
XYL
Xylem Inc.

Industrials
641
+ 14.5%
$116.02 - $137.45 $74.4K - $88.1K
5.06K $587K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
1
+ 0.53%
$1124.26 - $1344.96 $1.12K - $1.34K
188 $236K
SYY
Sysco Corp

Consumer Defensive
18
+ 0.24%
$73.63 - $81.77 $1.33K - $1.47K
7.55K $577K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.26K
+ 7.03%
$131.66 - $144.0 $166K - $182K
19.2K $2.54M
MIY
Blackrock Muniyield Michigan Quality Fund, Inc.

Financial Services
200
+ 1.05%
$11.09 - $12.09 $2.22K - $2.42K
19.3K $215K
ASTS
Ast Space Mobile, Inc.

Communication Services
1.51K
+ 16.66%
$21.1 - $28.49 $31.8K - $43K
10.6K $222K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
181
+ 4.09%
$55.45 - $61.08 $10K - $11.1K
4.6K $255K
AVRE
American Centy ETF Tr Avantis
1.59K
+ 10.1%
$41.03 - $46.91 $65.3K - $74.7K
17.4K $727K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
1
+ 0.02%
$43.02 - $47.32 $43 - $47.3
6.36K $275K
AVSE
American Centy ETF Tr Avantis

ETFs
57
+ 1.29%
$50.47 - $56.52 $2.88K - $3.22K
4.48K $226K
NUHY
Nuveen Esg High Yield Corp Bon

ETFs
605
+ 1.15%
$21.02 - $21.57 $12.7K - $13K
53.3K $1.13M
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
93
+ 0.61%
$26.08 - $27.65 $2.43K - $2.57K
15.3K $399K
DTE
Dte Energy CO

Utilities
517
+ 4.77%
$117.04 - $129.77 $60.5K - $67.1K
11.4K $1.37M
EEMA
Ishares Msci Emerging Markets

ETFs
45
+ 1.33%
$71.65 - $82.07 $3.22K - $3.69K
3.42K $244K
IEF
Ishares Barclays

ETFs
986
+ 5.06%
$92.08 - $98.18 $90.8K - $96.8K
20.5K $1.89M
SHEL
Shell PLC

Energy
2
+ 0.03%
$60.63 - $70.23 $121 - $140
6.06K $379K
EPI
Wisdomtree Tr India Earnings F

ETFs
169
+ 3.05%
$45.09 - $50.08 $7.62K - $8.46K
5.72K $258K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
4.87K
+ 8.1%
$26.63 - $30.23 $130K - $147K
65K $1.73M
HRB
H&R Block Inc

Consumer Cyclical
274
+ 7.67%
$52.14 - $63.36 $14.3K - $17.4K
3.85K $203K
AVEM
American Centy ETF Tr Avantis

ETFs
2.66K
+ 8.53%
$58.59 - $66.14 $156K - $176K
33.8K $1.99M
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
954
+ 1.86%
$21.66 - $22.69 $20.7K - $21.6K
52.4K $1.14M
FE
Firstenergy Corp

Utilities
9
+ 0.14%
$39.14 - $44.52 $352 - $401
6.34K $252K
VEU
Vanguard Ftse All World Ex Us

ETFs
342
+ 3.92%
$57.29 - $63.1 $19.6K - $21.6K
9.06K $519K
EXC
Exelon Corp

Utilities
12
+ 0.12%
$36.22 - $40.97 $435 - $492
10.4K $392K
URI
United Rentals, Inc.

Industrials
39
+ 7.18%
$704.44 - $880.32 $27.5K - $34.3K
582 $409K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
38
+ 0.9%
$63.27 - $70.31 $2.4K - $2.67K
4.26K $270K
FCBC
First Community Bankshares Inc

Financial Services
8
+ 0.04%
$40.95 - $48.99 $328 - $392
18.1K $753K
MKC
Mccormick & CO Inc

Consumer Defensive
1.05K
+ 5.6%
$73.97 - $84.09 $77.4K - $88K
19.7K $1.5M
IGR
Cbre Global Real Estate Income Fund

Financial Services
134
+ 0.67%
$4.81 - $6.44 $645 - $863
20.1K $96K
EXAS
Exact Sciences Corp

Healthcare
110
+ 3.08%
$49.33 - $71.97 $5.43K - $7.92K
3.68K $206K
AVES
American Centy ETF Tr Avantis

ETFs
3.32K
+ 10.36%
$46.2 - $53.09 $154K - $176K
35.4K $1.64M
HLN
Haleon PLC

Healthcare
2.48K
+ 3.88%
$9.23 - $10.71 $22.9K - $26.6K
66.3K $634K
FCN
Fti Consulting, Inc

Industrials
103
+ 6.0%
$190.39 - $231.2 $19.6K - $23.8K
1.82K $347K
DEO
Diageo PLC

Consumer Defensive
192
+ 3.68%
$118.0 - $139.88 $22.7K - $26.9K
5.41K $688K
CSL
Carlisle Companies Inc

Industrials
5
+ 0.88%
$368.67 - $480.91 $1.84K - $2.4K
571 $210K
DNP
Dnp Select Income Fund Inc

Financial Services
842
+ 1.71%
$8.82 - $9.96 $7.43K - $8.39K
50.2K $442K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.26K
+ 1.08%
$49.79 - $51.14 $62.8K - $64.5K
118K $5.91M
VCIT
Vanguard Intermediate Term Cor

ETFs
342
+ 1.43%
$80.13 - $83.77 $27.4K - $28.6K
24.3K $1.95M
JXN
Jackson Financial Inc.

Financial Services
193
+ 1.08%
$84.91 - $113.74 $16.4K - $22K
18K $1.57M
SCHO
Schwab Short Term Us Treasury

ETFs
6.41K
+ 74.87%
$24.06 - $48.88 $154K - $313K
15K $359K
DVN
Devon Energy Corp

Energy
192
+ 1.83%
$30.52 - $42.96 $5.86K - $8.25K
10.7K $349K
ADI
Analog Devices Inc

Technology
3
+ 0.08%
$206.35 - $236.48 $619 - $709
3.55K $753K
KMB
Kimberly Clark Corp

Consumer Defensive
13
+ 0.22%
$130.37 - $146.09 $1.69K - $1.9K
6K $785K
UNP
Union Pacific Corp

Industrials
1.09K
+ 6.22%
$223.15 - $249.32 $242K - $271K
18.6K $4.23M
EBND
Spdr Bloomberg Emerging Market

ETFs
427
+ 0.93%
$19.53 - $21.1 $8.34K - $9.01K
46.1K $900K
MHO
M/I Homes, Inc.

Consumer Cyclical
131
+ 5.68%
$132.44 - $174.81 $17.3K - $22.9K
2.44K $323K
VNQ
Vanguard Specialized Funds Van

ETFs
813
+ 4.41%
$87.85 - $98.6 $71.4K - $80.2K
19.3K $1.72M
GP
Greenpower Motor CO Inc.

Consumer Cyclical
120K
+ 43.0%
$0.72 - $1.47 $86.7K - $177K
400K $296K
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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