Axxcess Wealth Management, LLC Incresed Positions in Q3 2024

Axxcess Wealth Management, LLC

  • $3.9 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
541K
+ 8717.76%
$52.1 - $59.66 $28.2M - $32.3M
548K $32.4M
PAVE
Global X Fds Us Infrastructure

ETFs
628K
+ 1243.28%
$36.39 - $41.16 $22.8M - $25.8M
678K $27.9M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
153K
+ 21.96%
$91.42 - $91.82 $14M - $14.1M
851K $78.1M
QQQ
Invesco Qqq Trust, Series 1

ETFs
26.8K
+ 41.74%
$434.77 - $502.96 $11.6M - $13.5M
90.9K $44.4M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
60.7K
+ 3.68%
$96.25 - $101.98 $5.84M - $6.19M
1.71M $173M
IAU
Ishares Gold Trust

ETFs
159K
+ 18.03%
$44.06 - $50.5 $7M - $8.02M
1.04M $51.7M
BUFB
Innovator Etfs Tr Laddered Fd

ETFs
389K
+ 1998.3%
$29.59 - $31.63 $11.5M - $12.3M
408K $12.9M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
50.2K
+ 16.11%
$105.53 - $118.34 $5.29M - $5.94M
361K $42.3M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
165K
+ 35.46%
$49.9 - $50.37 $8.24M - $8.32M
631K $31.7M
IDEV
Ishares Core Msci Intl Develop

ETFs
7.12K
+ 0.56%
$63.46 - $71.43 $452K - $509K
1.27M $89.9M
VO
Vanguard Mid Cap ETF

ETFs
3.45K
+ 1.38%
$237.84 - $263.83 $821K - $910K
253K $66.8M
IWY
Ishares Tr Russell 200 Growth

ETFs
26.6K
+ 365.77%
$194.66 - $225.97 $5.17M - $6M
33.8K $7.44M
TFLO
Ishares Treasury Floating Rate

ETFs
114K
+ 10.63%
$50.42 - $50.66 $5.74M - $5.77M
1.19M $60M
PPA
Invesco Exchange Traded Fd Tr

ETFs
11.1K
+ 3.31%
$102.05 - $114.97 $1.14M - $1.28M
347K $39.9M
TLT
Ishares Barclays 20+ Year Trea

ETFs
46K
+ 82.56%
$89.91 - $101.33 $4.14M - $4.66M
102K $9.99M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
6.74K
+ 22.94%
$405.19 - $478.57 $2.73M - $3.23M
36.1K $16.6M
META
Meta Platforms, Inc.

Communication Services
2.04K
+ 4.22%
$453.41 - $572.44 $926K - $1.17M
50.4K $28.9M
HD
Home Depot, Inc.

Consumer Cyclical
4.29K
+ 9.74%
$333.64 - $405.2 $1.43M - $1.74M
48.4K $19.6M
AVUS
American Centy ETF Tr Avantis

ETFs
43.7K
+ 192.58%
$86.27 - $95.15 $3.77M - $4.15M
66.3K $6.31M
WMT
Walmart Inc.

Consumer Defensive
6.54K
+ 2.48%
$66.91 - $81.4 $437K - $532K
270K $21.8M
VTC
Vanguard Scottsdale Fds Total

ETFs
16.9K
+ 2.43%
$75.09 - $79.73 $1.27M - $1.35M
712K $56.4M
VB
Vanguard Small Cap ETF

ETFs
9.41K
+ 12.13%
$214.77 - $237.72 $2.02M - $2.24M
87K $20.6M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
8.6K
+ 1.19%
$57.32 - $62.65 $493K - $539K
734K $45.7M
RSP
Invesco S&P 500 Equal Weight E

ETFs
16.4K
+ 74.23%
$162.83 - $179.16 $2.66M - $2.93M
38.4K $6.88M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.2K
+ 0.59%
$41.9 - $48.26 $176K - $203K
718K $34.4M
AVGO
Broadcom Inc.

Technology
167K
+ 930.9%
$136.27 - $1745.86 $22.7M - $291M
185K $31.9M
VTI
Vanguard Total Stock Market Et

ETFs
8.86K
+ 26.71%
$255.18 - $283.2 $2.26M - $2.51M
42K $11.9M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
25.1K
+ 4.7%
$36.02 - $41.68 $903K - $1.04M
559K $23.1M
BLDR
Builders First Source, Inc.

Industrials
2.54K
+ 5.96%
$132.6 - $201.83 $337K - $513K
45.2K $8.76M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
37.3K
+ 17.55%
$48.51 - $52.86 $1.81M - $1.97M
250K $13.2M
JPM
Jpmorgan Chase & CO

Financial Services
7.45K
+ 5.33%
$194.9 - $224.8 $1.45M - $1.68M
147K $31M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
26.9K
+ 4.78%
$100.3 - $100.74 $2.7M - $2.71M
591K $59.5M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
10.4K
+ 4.29%
$101.72 - $112.94 $1.06M - $1.18M
253K $28.6M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
49.7K
+ 54.09%
$50.61 - $50.96 $2.52M - $2.53M
142K $7.22M
SSO
Proshares Ultra S&P 500

ETFs
863
+ 0.27%
$73.92 - $90.17 $63.8K - $77.8K
317K $28.6M
GLD
Spdr Gold Trust

ETFs
5.07K
+ 11.86%
$215.56 - $246.98 $1.09M - $1.25M
47.9K $11.6M
UNH
Unitedhealth Group Inc

Healthcare
138
+ 0.45%
$488.01 - $604.18 $67.3K - $83.4K
31K $18.1M
CGDV
Capital Group Divid Value ETF

ETFs
3.63K
+ 0.56%
$32.96 - $36.48 $120K - $132K
649K $23.6M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
23.8K
+ 4.15%
$42.87 - $45.76 $1.02M - $1.09M
595K $26.9M
PBUS
Invesco ETF Tr Ii Purebeta Msc

ETFs
18.4K
+ 4.75%
$51.71 - $57.4 $951K - $1.06M
406K $23.3M
PLTR
Palantir Technologies Inc.

Technology
39.5K
+ 63.76%
$24.09 - $37.95 $952K - $1.5M
101K $3.78M
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.23K
+ 5.63%
$531.86 - $624.21 $656K - $770K
23.1K $14.3M
MBB
Ishares Tr

ETFs
22.6K
+ 390.85%
$90.85 - $96.66 $2.05M - $2.18M
28.4K $2.72M
GS
Goldman Sachs Group Inc

Financial Services
3.54K
+ 37.74%
$459.02 - $510.25 $1.63M - $1.81M
12.9K $6.4M
IVV
Ishares Core S&P 500 ETF

ETFs
2.06K
+ 6.51%
$520.18 - $576.82 $1.07M - $1.19M
33.7K $19.4M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
24.4K
+ 2.77%
$36.06 - $37.66 $878K - $917K
905K $34.1M
ABT
Abbott Laboratories

Healthcare
6.61K
+ 5.84%
$100.07 - $118.13 $661K - $781K
120K $13.7M
ADP
Automatic Data Processing Inc

Industrials
2.25K
+ 6.86%
$233.44 - $279.45 $525K - $628K
35K $9.69M
BX
Blackstone Inc.

Financial Services
889
+ 1.52%
$120.77 - $159.66 $107K - $142K
59.5K $9.11M
Activity Summary
Buys All Purchases 438 New Holdings 115 Increased Positions 323 Sells All Sells 382 Reductions 382 Sold out 0 Options Calls 0 Puts 1
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