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
VHT
Vanguard Health Care ETF

ETFs
20
+ 0.62%
$250.81 - $283.3 $5.02K - $5.67K
3.25K $823K
OLED
Universal Display Corp Pa

Technology
15
+ 1.05%
$146.2 - $213.81 $2.19K - $3.21K
1.44K $210K
PEY
Invesco Exchange Traded Fd Tr

ETFs
583
+ 0.39%
$21.1 - $23.08 $12.3K - $13.5K
151K $3.21M
ROL
Rollins Inc

Consumer Cyclical
1.12K
+ 3.14%
$46.35 - $51.59 $51.7K - $57.6K
36.6K $1.7M
RTX
Raytheon Technologies Corp

Industrials
1.68K
+ 3.05%
$114.45 - $127.21 $192K - $214K
56.8K $6.57M
SBUX
Starbucks Corp

Consumer Cyclical
176
+ 0.87%
$87.44 - $102.5 $15.4K - $18K
20.4K $1.86M
IAU
Ishares Gold Trust

ETFs
1.5K
+ 0.14%
$48.37 - $52.65 $72.5K - $78.9K
1.04M $51.6M
KSS
Kohls Corp

Consumer Cyclical
68
+ 0.38%
$13.86 - $20.95 $942 - $1.42K
18.2K $255K
URNM
Sprott Fds Tr Uranium Miners E

ETFs
1.6K
+ 4.42%
$40.0 - $52.93 $63.8K - $84.4K
37.7K $1.52M
ERIE
Erie Indemnity CO

Financial Services
95
+ 6.49%
$401.65 - $542.86 $38.2K - $51.6K
1.56K $642K
IDV
Ishares Tr

ETFs
4.17K
+ 3.92%
$27.03 - $29.92 $113K - $125K
110K $3.02M
PHM
Pultegroup Inc

Consumer Cyclical
161
+ 2.68%
$108.86 - $149.04 $17.5K - $24K
6.17K $671K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
75.2K
+ 4.39%
$96.64 - $101.23 $7.26M - $7.61M
1.79M $173M
AEP
American Electric Power CO Inc

Utilities
2.04K
+ 5.5%
$90.91 - $102.21 $186K - $209K
39.2K $3.61M
PG
Procter & Gamble CO

Consumer Defensive
1.81K
+ 1.89%
$161.05 - $179.7 $291K - $325K
97.4K $16.3M
GE
General Electric CO

Industrials
93
+ 0.75%
$159.95 - $194.23 $14.9K - $18.1K
12.5K $2.09M
NUE
Nucor Corp

Basic Materials
175
+ 2.07%
$115.78 - $167.74 $20.3K - $29.4K
8.64K $1.01M
CTAS
Cintas Corp

Industrials
79
+ 0.65%
$182.7 - $226.47 $14.4K - $17.9K
12.2K $2.23M
DD
Du Pont De Nemours, Inc.

Basic Materials
1.45K
+ 4.88%
$75.95 - $88.05 $110K - $128K
31.2K $2.38M
MCD
Mcdonalds Corp

Consumer Cyclical
169
+ 0.64%
$288.47 - $316.54 $48.8K - $53.5K
26.6K $7.72M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
354
+ 0.04%
$50.37 - $50.6 $17.8K - $17.9K
998K $50.3M
NTAP
Net App, Inc.

Technology
314
+ 0.6%
$115.31 - $131.11 $36.2K - $41.2K
52.9K $6.14M
HSY
Hershey CO

Consumer Defensive
132
+ 0.78%
$168.67 - $193.65 $22.3K - $25.6K
17K $2.88M
CAT
Caterpillar Inc

Industrials
549
+ 2.72%
$360.37 - $416.88 $198K - $229K
20.7K $7.51M
PFE
Pfizer Inc

Healthcare
1.7K
+ 0.88%
$24.8 - $30.19 $42.1K - $51.2K
195K $5.17M
ROP
Roper Technologies Inc

Industrials
45
+ 0.35%
$519.85 - $575.95 $23.4K - $25.9K
12.7K $6.62M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
9.03K
+ 1.0%
$36.54 - $37.53 $330K - $339K
914K $33.6M
TSCO
Tractor Supply CO

Consumer Cyclical
28.7K
+ 345.09%
$52.59 - $303.74 $1.51M - $8.72M
37K $1.97M
CL
Colgate Palmolive CO

Consumer Defensive
117
+ 0.3%
$90.22 - $102.31 $10.6K - $12K
38.8K $3.53M
GOLD
Barrick Gold Corp

Basic Materials
1.71K
+ 1.29%
$15.23 - $21.19 $26K - $36.2K
134K $2.08M
SCHX
Schwab Strategic Tr Us Large C

ETFs
107K
+ 155.09%
$22.4 - $68.28 $2.4M - $7.3M
176K $4.08M
CGXU
Capital Group Intl Focus Equit

ETFs
6.74K
+ 1.96%
$24.67 - $26.94 $166K - $181K
350K $8.63M
ABBV
Abb Vie Inc.

Healthcare
3.57K
+ 5.51%
$164.99 - $203.87 $589K - $728K
68.3K $12.1M
NVO
Novo Nordisk A S

Healthcare
2.29K
+ 8.32%
$85.0 - $120.04 $194K - $274K
29.7K $2.56M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
9.45K
+ 1.59%
$42.84 - $45.38 $405K - $429K
605K $26M
AMD
Advanced Micro Devices Inc

Technology
1.74K
+ 6.13%
$118.88 - $172.8 $207K - $301K
30.1K $3.64M
DOW
Dow Inc.

Basic Materials
634
+ 0.72%
$39.1 - $55.34 $24.8K - $35.1K
88.6K $3.55M
NEE
Nextera Energy Inc

Utilities
829
+ 0.77%
$69.77 - $85.43 $57.8K - $70.8K
109K $7.8M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
6.17K
+ 1.11%
$38.37 - $42.82 $237K - $264K
565K $21.7M
LLY
Eli Lilly & CO

Healthcare
1.17K
+ 5.14%
$727.2 - $932.06 $852K - $1.09M
24K $18.5M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
93.2K
+ 6.38%
$34.13 - $37.35 $3.18M - $3.48M
1.55M $53M
VTC
Vanguard Scottsdale Fds Total

ETFs
7.2K
+ 1.01%
$75.59 - $79.31 $544K - $571K
719K $54.4M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
12K
+ 1.66%
$44.04 - $49.49 $527K - $592K
730K $32.2M
BLDR
Builders First Source, Inc.

Industrials
599
+ 1.33%
$142.93 - $198.25 $85.6K - $119K
45.8K $6.55M
IDEV
Ishares Core Msci Intl Develop

ETFs
23.3K
+ 1.83%
$64.18 - $70.42 $1.49M - $1.64M
1.29M $83.3M
ITB
Ishares Tr

ETFs
9.49K
+ 2.74%
$103.31 - $129.34 $980K - $1.23M
356K $36.8M
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
Track This Portfolio

Track Axxcess Wealth Management, LLC Portfolio

Follow Axxcess Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Axxcess Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Axxcess Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email