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
CTAS
Cintas Corp

Industrials
3.32K
+ 27.2%
$182.09 - $208.14 $605K - $691K
15.5K $3.19M
AMGN
Amgen Inc

Healthcare
1.28K
+ 12.13%
$258.59 - $327.36 $330K - $418K
11.8K $3.67M
CL
Colgate Palmolive CO

Consumer Defensive
8.39K
+ 21.62%
$85.68 - $97.5 $718K - $818K
47.2K $4.42M
FTGC
First Trust Global Tactical CO

ETFs
19.4K
+ 8.44%
$23.95 - $25.86 $466K - $503K
250K $6.37M
VPU
Vanguard Utilities ETF

ETFs
4.7K
+ 357.65%
$161.24 - $173.33 $757K - $814K
6.01K $1.03M
ABC
Amerisourcebergen Corp

Healthcare
4.34K
+ 63.61%
N/A
11.2K $2.07M
CAT
Caterpillar Inc

Industrials
4.47K
+ 21.59%
$326.75 - $407.63 $1.46M - $1.82M
25.2K $8.3M
GBIL
Goldman Sachs Access Treasury

ETFs
7.44K
+ 21.25%
$99.85 - $100.19 $743K - $746K
42.5K $4.25M
VTI
Vanguard Total Stock Market Et

ETFs
5.14K
+ 11.2%
$271.18 - $303.12 $1.39M - $1.56M
51K $14M
MDLZ
Mondelez International, Inc.

Consumer Defensive
5.55K
+ 12.96%
$56.12 - $68.15 $312K - $378K
48.4K $3.28M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
40.5K
+ 19.91%
$13.05 - $13.97 $528K - $566K
244K $3.32M
EMHC
Spdr Bloomberg Emerging Market
28K
+ 292.31%
$23.72 - $24.56 $664K - $687K
37.5K $907K
NOC
Northrop Grumman Corp

Industrials
1.14K
+ 61.43%
$433.45 - $513.82 $495K - $587K
3K $1.54M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
12.3K
+ 46.45%
$51.52 - $52.37 $631K - $642K
38.6K $2.02M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
11.7K
+ 108.07%
$48.65 - $53.06 $569K - $621K
22.5K $1.17M
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
572
+ 2.01%
$111.19 - $129.47 $63.6K - $74.1K
29K $3.75M
CSCO
Cisco Systems, Inc.

Technology
5.43K
+ 4.64%
$58.74 - $64.87 $319K - $352K
122K $7.55M
SPOT
Spotify Technology S.A.

Communication Services
595
+ 21.14%
$457.79 - $648.32 $272K - $386K
3.41K $1.88M
COF
Capital One Financial Corp

Financial Services
3.4K
+ 54.59%
$163.87 - $209.82 $557K - $713K
9.63K $1.73M
VOX
Vanguard Communication Service

ETFs
4.35K
+ 88.56%
$147.73 - $169.24 $643K - $736K
9.26K $1.37M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
5.37K
+ 23.34%
$97.38 - $104.52 $523K - $562K
28.4K $2.9M
FV
First Trust Dorsey Wright Focu

ETFs
11.3K
+ 195.71%
$53.91 - $63.03 $608K - $711K
17K $935K
FDHY
Fidelity Covington Trust High

ETFs
12.5K
+ 52.8%
$47.92 - $49.1 $598K - $613K
36.1K $1.74M
WMT
Walmart Inc.

Consumer Defensive
14.7K
+ 5.37%
$84.5 - $105.05 $1.24M - $1.55M
289K $25.4M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
7.31K
+ 159.48%
$76.94 - $78.28 $562K - $572K
11.9K $930K
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
11.1K
+ 18.32%
$49.75 - $50.27 $553K - $559K
71.8K $3.59M
VFH
Vanguard Financial ETF

ETFs
4.67K
+ 249.04%
$114.07 - $127.34 $533K - $595K
6.55K $782K
TQQQ
Proshares Ultrapro Qqq

ETFs
14.1K
+ 114.45%
$57.3 - $90.39 $807K - $1.27M
26.4K $1.51M
MSTR
Microstrategy Inc

Technology
1.84K
+ 29.08%
$239.27 - $396.5 $439K - $728K
8.15K $2.35M
GE
General Electric CO

Industrials
494
+ 3.94%
$168.59 - $212.13 $83.3K - $105K
13K $2.61M
VIS
Vanguard Industrial ETF

ETFs
2.1K
+ 260.02%
$243.63 - $273.99 $512K - $576K
2.91K $720K
ACGL
Arch Capital Group Ltd.

Financial Services
2.53K
+ 3.78%
$88.13 - $96.94 $223K - $245K
69.5K $6.68M
UNP
Union Pacific Corp

Industrials
1.45K
+ 7.79%
$225.21 - $254.42 $326K - $368K
20K $4.72M
DUK
Duke Energy Corp

Utilities
287
+ 0.89%
$105.87 - $121.97 $30.4K - $35K
32.5K $3.97M
BR
Broadridge Financial Solutions, Inc.

Technology
281
+ 1.08%
$221.46 - $244.83 $62.2K - $68.8K
26.3K $6.37M
JPIB
Jpmorgan International Bond Op

ETFs
10K
+ 108.05%
$46.97 - $48.35 $470K - $483K
19.3K $922K
NTNX
Nutanix, Inc.

Technology
4.38K
+ 23.36%
$61.28 - $77.44 $268K - $339K
23.1K $1.61M
UBER
Uber Technologies, Inc

Technology
3.55K
+ 28.9%
$63.17 - $81.49 $224K - $289K
15.8K $1.15M
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.82K
+ 8.31%
$497.6 - $606.74 $907K - $1.11M
23.7K $11.8M
HSY
Hershey CO

Consumer Defensive
2.16K
+ 12.69%
$144.74 - $186.36 $312K - $402K
19.2K $3.28M
VHT
Vanguard Health Care ETF

ETFs
1.34K
+ 41.19%
$254.06 - $273.83 $340K - $366K
4.59K $1.21M
SPDN
Direxion Shs ETF Tr Daily S&P

ETFs
29.4K
+ 38.21%
$10.62 - $11.83 $312K - $348K
106K $1.23M
PPH
Vaneck ETF Tr Vaneck Pharmaceu

ETFs
3.99K
+ 84.55%
$85.24 - $94.86 $340K - $378K
8.7K $792K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
7.62K
+ 9.63%
$38.99 - $40.37 $297K - $308K
86.7K $3.49M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
2.77K
+ 111.67%
$88.0 - $115.5 $244K - $320K
5.26K $599K
PDT
John Hancock Premium Dividend Fund

Financial Services
16K
+ 3.39%
$12.43 - $13.08 $199K - $209K
489K $6.39M
AMT
American Tower Corp

Real Estate
1.27K
+ 47.87%
$173.46 - $217.6 $221K - $277K
3.93K $854K
SO
Southern CO

Utilities
2.15K
+ 12.74%
$80.96 - $92.96 $174K - $200K
19K $1.75M
SNY
Sanofi

Healthcare
5.79K
+ 130.5%
$48.15 - $59.42 $279K - $344K
10.2K $567K
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
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