Axxcess Wealth Management, LLC Incresed Positions in Q1 2025

Axxcess Wealth Management, LLC

  • $3.59 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IEF
Ishares Barclays

ETFs
187K
+ 914.72%
$91.17 - $95.39 $17.1M - $17.9M
208K $19.8M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
195K
+ 12.56%
$33.84 - $37.77 $6.6M - $7.37M
1.75M $63.7M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
170K
+ 128.95%
$44.41 - $45.98 $7.54M - $7.81M
301K $13.8M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
132K
+ 13.27%
$50.39 - $50.66 $6.67M - $6.71M
1.13M $57.2M
JEPI
J P Morgan Exchange Traded Fd

ETFs
87K
+ 49.68%
$56.17 - $59.71 $4.88M - $5.19M
262K $15M
VT
Vanguard Total World Stk Index

ETFs
39.8K
+ 1274.26%
$115.08 - $123.97 $4.59M - $4.94M
43K $4.98M
CMI
Cummins Inc

Industrials
15.1K
+ 261.02%
$312.92 - $386.07 $4.74M - $5.84M
20.9K $6.56M
RSP
Invesco S&P 500 Equal Weight E

ETFs
26K
+ 139.84%
$169.43 - $182.84 $4.41M - $4.76M
44.7K $7.74M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
8.45K
+ 60.93%
$507.05 - $563.67 $4.29M - $4.76M
22.3K $11.5M
ABT
Abbott Laboratories

Healthcare
8.67K
+ 7.14%
$111.1 - $140.22 $963K - $1.22M
130K $17.3M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
164K
+ 449.37%
$21.23 - $23.75 $3.48M - $3.89M
200K $4.31M
JPIE
J P Morgan Exchange Traded Fd
68.1K
+ 202.69%
$45.46 - $46.18 $3.09M - $3.14M
102K $4.68M
BUFB
Innovator Etfs Tr Laddered Fd

ETFs
109K
+ 23.39%
$31.06 - $33.33 $3.4M - $3.65M
577K $18.1M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
61.8K
+ 10.95%
$37.07 - $40.63 $2.29M - $2.51M
627K $24.7M
ORCL
Oracle Corp

Technology
25.6K
+ 78.93%
$139.81 - $186.47 $3.57M - $4.77M
58K $8.1M
META
Meta Platforms, Inc.

Communication Services
5.72K
+ 12.19%
$576.36 - $736.67 $3.3M - $4.22M
52.7K $30.4M
DFAT
Dimensional ETF Tr U S Target

ETFs
49.9K
+ 693.64%
$50.44 - $58.1 $2.52M - $2.9M
57.1K $2.94M
SPY
Spdr S&P 500 ETF Trust

ETFs
5.79K
+ 20.1%
$551.42 - $612.93 $3.19M - $3.55M
34.6K $19.4M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
47.3K
+ 6.61%
$50.03 - $50.27 $2.37M - $2.38M
763K $38.2M
JCPB
J P Morgan Exchange Traded Fd

ETFs
49.2K
+ 406.87%
$45.56 - $47.23 $2.24M - $2.33M
61.3K $2.89M
ABBV
Abb Vie Inc.

Healthcare
669
+ 0.98%
$169.2 - $216.66 $113K - $145K
69K $14.5M
ABNB
Airbnb, Inc.

Consumer Cyclical
17.2K
+ 400.61%
$119.38 - $161.42 $2.05M - $2.77M
21.5K $2.56M
V
Visa Inc.

Financial Services
234
+ 0.43%
$306.92 - $362.71 $71.8K - $84.9K
55.2K $19.4M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
35.3K
+ 6.12%
$62.72 - $71.92 $2.21M - $2.54M
612K $38.5M
BK
Bank Of New York Mellon Corp

Financial Services
21.6K
+ 117.21%
$75.42 - $88.95 $1.63M - $1.92M
40K $3.36M
NFLX
Netflix Inc

Communication Services
801
+ 3.15%
$828.4 - $1058.6 $664K - $848K
26.2K $24.4M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
8.99K
+ 8.05%
$34.58 - $45.97 $311K - $413K
121K $5.55M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
13.6K
+ 33.18%
$114.57 - $118.14 $1.56M - $1.61M
54.6K $6.45M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
9.65K
+ 105.18%
$132.75 - $177.12 $1.28M - $1.71M
18.8K $2.87M
VTV
Vanguard Value ETF

ETFs
8.95K
+ 76.11%
$167.73 - $179.21 $1.5M - $1.6M
20.7K $3.58M
KO
Coca Cola CO

Consumer Defensive
2.35K
+ 1.68%
$60.81 - $72.32 $143K - $170K
142K $10.2M
PAVE
Global X Fds Us Infrastructure

ETFs
89.9K
+ 12.48%
$37.31 - $43.82 $3.35M - $3.94M
810K $30.6M
CGGR
Capital Group Growth ETF Shs C

ETFs
57.5K
+ 29.72%
$33.98 - $39.84 $1.95M - $2.29M
251K $8.6M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
10.3K
+ 103.44%
$165.25 - $224.62 $1.69M - $2.3M
20.2K $3.35M
VB
Vanguard Small Cap ETF

ETFs
13.6K
+ 14.71%
$217.89 - $252.64 $2.96M - $3.43M
106K $23.5M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
15.2K
+ 34.03%
$91.76 - $103.26 $1.4M - $1.57M
60K $5.55M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
23.4K
+ 17.22%
$50.72 - $50.92 $1.19M - $1.19M
160K $8.11M
VEA
Vanguard Ftse Developed Market

ETFs
12.3K
+ 6.42%
$47.4 - $52.99 $585K - $654K
204K $10.4M
TFLO
Ishares Treasury Floating Rate

ETFs
18.5K
+ 1.53%
$50.48 - $50.68 $936K - $940K
1.23M $62.2M
VEU
Vanguard Ftse All World Ex Us

ETFs
18.1K
+ 199.72%
$56.51 - $62.98 $1.02M - $1.14M
27.1K $1.65M
COP
Conocophillips

Energy
8.09K
+ 20.32%
$88.6 - $105.85 $716K - $856K
47.9K $5.03M
IBM
International Business Machines Corp

Technology
2.15K
+ 11.33%
$217.4 - $264.74 $467K - $569K
21.1K $5.25M
NEAR
Blackrock Short Maturity Bond

ETFs
20.3K
+ 16.74%
$50.4 - $50.89 $1.02M - $1.03M
141K $7.19M
ASML
Asml Holding Nv

Technology
1.69K
+ 119.0%
$662.63 - $776.99 $1.12M - $1.31M
3.1K $2.05M
ROP
Roper Technologies Inc

Industrials
286
+ 2.25%
$502.71 - $593.81 $144K - $170K
13K $7.67M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
20.6K
+ 8.24%
$108.02 - $120.45 $2.23M - $2.49M
271K $29.8M
AEP
American Electric Power CO Inc

Utilities
2.97K
+ 7.58%
$90.32 - $109.27 $268K - $324K
42.1K $4.6M
APP
App Lovin Corp

Technology
4.95K
+ 86.92%
$238.08 - $510.13 $1.18M - $2.52M
10.6K $2.82M
TLT
Ishares Barclays 20+ Year Trea

ETFs
7.57K
+ 10.15%
$85.29 - $92.57 $646K - $701K
82.2K $7.48M
Activity Summary
Buys All Purchases 437 New Holdings 102 Increased Positions 335 Sells All Sells 344 Reductions 344 Sold out 0 Options Calls 0 Puts 1
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