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
SPAB
Spdr Portfolio Aggregate Bond

ETFs
12.7K
+ 36.21%
$24.73 - $25.62 $315K - $326K
47.9K $1.22M
AZO
Autozone Inc

Consumer Cyclical
44
+ 15.44%
$3193.96 - $3828.11 $141K - $168K
329 $1.25M
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
9.23K
+ 4.88%
$25.06 - $25.98 $231K - $240K
198K $5.13M
MMM
3 M CO

Industrials
1.86K
+ 55.36%
$129.7 - $155.12 $241K - $288K
5.22K $766K
TDVG
T Rowe Price Exchange Traded F

Technology
7.03K
+ 13.54%
$39.23 - $42.13 $276K - $296K
58.9K $2.38M
WEC
Wec Energy Group, Inc.

Utilities
2.12K
+ 34.02%
$92.12 - $108.98 $195K - $231K
8.36K $910K
YUM
Yum Brands Inc

Consumer Cyclical
1.32K
+ 27.34%
$123.25 - $162.53 $163K - $215K
6.16K $968K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
5.78K
+ 26.77%
$67.03 - $74.61 $387K - $431K
27.4K $1.86M
TT
Trane Technologies PLC

Industrials
1.08K
+ 74.39%
$332.0 - $400.86 $357K - $431K
2.52K $849K
BRO
Brown & Brown, Inc.

Financial Services
2.16K
+ 103.59%
$100.54 - $124.4 $218K - $269K
4.25K $529K
COIN
Coinbase Global, Inc.

Technology
2.6K
+ 141.7%
$172.23 - $301.3 $448K - $784K
4.44K $764K
CGDV
Capital Group Divid Value ETF

ETFs
1.98K
+ 0.32%
$34.95 - $37.36 $69.2K - $74K
628K $22.4M
AIG
American International Group, Inc.

Financial Services
2.4K
+ 35.84%
$70.5 - $86.94 $169K - $209K
9.11K $791K
VGSH
Vanguard

ETFs
3.53K
+ 2.07%
$58.07 - $58.69 $205K - $207K
174K $10.2M
AVUS
American Centy ETF Tr Avantis

ETFs
6.63K
+ 9.21%
$90.7 - $101.57 $602K - $674K
78.6K $7.26M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
5.31K
+ 118.47%
$50.82 - $52.7 $270K - $280K
9.79K $514K
HWM
Howmet Aerospace Inc.

Industrials
1.03K
+ 14.47%
$110.79 - $139.39 $114K - $144K
8.16K $1.06M
TFC
Truist Financial Corp

Financial Services
11K
+ 13.57%
$39.48 - $48.15 $434K - $530K
92.1K $3.79M
FCX
Freeport Mcmoran Inc

Basic Materials
7.09K
+ 44.46%
$34.5 - $43.01 $245K - $305K
23K $872K
LPLA
Lpl Financial Holdings Inc.

Financial Services
788
+ 58.94%
$308.87 - $383.33 $243K - $302K
2.13K $695K
UL
Unilever PLC

Consumer Defensive
3.65K
+ 25.2%
$54.72 - $60.29 $200K - $220K
18.1K $1.08M
AZN
Astrazeneca PLC

Healthcare
1.22K
+ 5.99%
$65.37 - $77.96 $79.8K - $95.2K
21.6K $1.59M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
2.57K
+ 76.5%
$94.87 - $96.11 $244K - $247K
5.93K $568K
VRSK
Verisk Analytics, Inc.

Industrials
724
+ 60.84%
$268.63 - $301.33 $194K - $218K
1.91K $569K
HOOD
Robinhood Markets, Inc.

Technology
4.35K
+ 33.78%
$35.63 - $65.28 $155K - $284K
17.2K $717K
MET
Metlife Inc

Financial Services
3.33K
+ 15.49%
$77.7 - $87.0 $258K - $289K
24.8K $1.99M
C
Citigroup Inc

Financial Services
2.81K
+ 5.17%
$67.23 - $84.63 $189K - $238K
57.2K $4.06M
BSX
Boston Scientific Corp

Healthcare
1.23K
+ 13.72%
$89.38 - $106.18 $110K - $131K
10.2K $1.03M
GLDM
World Gold Trust

ETFs
2.13K
+ 21.92%
$52.19 - $61.89 $111K - $132K
11.9K $734K
HTAB
Hartford Fds Exchange Traded

ETFs
13.2K
+ 8.86%
$18.95 - $19.6 $250K - $259K
162K $3.11M
BIDU
Baidu, Inc.

Communication Services
2K
+ 39.71%
$77.43 - $102.51 $155K - $205K
7.04K $647K
AVDE
American Centy ETF Tr Avantis

ETFs
1.83K
+ 9.12%
$60.63 - $68.55 $111K - $126K
21.9K $1.45M
AVES
American Centy ETF Tr Avantis

ETFs
3.92K
+ 11.06%
$44.71 - $48.65 $175K - $190K
39.3K $1.85M
HEFA
Ishares Currency Hedged Msci E

ETFs
3.18K
+ 4.89%
$34.83 - $37.52 $111K - $119K
68.2K $2.48M
NTRA
Natera, Inc.

Healthcare
1.7K
+ 119.09%
$132.63 - $177.0 $225K - $300K
3.12K $441K
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
5.58K
+ 79.28%
$34.14 - $37.91 $191K - $212K
12.6K $450K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
2.36K
+ 15.47%
$73.78 - $76.59 $174K - $180K
17.6K $1.35M
VRT
Vertiv Holdings CO

Industrials
2.38K
+ 29.92%
N/A
10.3K $896K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.01K
+ 55.14%
$196.12 - $229.48 $199K - $232K
2.85K $576K
GP
Greenpower Motor CO Inc.

Consumer Cyclical
600K
+ 149.75%
$0.46 - $0.91 $276K - $546K
1M $490K
SCHW
Schwab Charles Corp

Financial Services
1.66K
+ 12.56%
$71.24 - $83.64 $118K - $139K
14.9K $1.16M
PRU
Prudential Financial Inc

Financial Services
2.06K
+ 29.42%
$105.04 - $122.33 $216K - $252K
9.05K $1.01M
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
19.7K
+ 103.24%
$8.29 - $8.97 $164K - $177K
38.9K $334K
IHE
Ishares Tr

ETFs
2.03K
+ 40.57%
$65.36 - $72.85 $133K - $148K
7.03K $496K
XLF
Financial Sector Spdr

ETFs
2.04K
+ 4.82%
$47.32 - $52.19 $96.7K - $107K
44.4K $2.21M
KMI
Kinder Morgan, Inc.

Energy
3.02K
+ 4.48%
$26.1 - $31.22 $78.7K - $94.1K
70.4K $2.01M
AVLV
American Centy ETF Tr Avantis
3.33K
+ 9.26%
$63.51 - $70.42 $212K - $235K
39.3K $2.56M
MIY
Blackrock Muniyield Michigan Quality Fund, Inc.

Financial Services
12.8K
+ 66.23%
$11.24 - $11.73 $143K - $150K
32K $364K
WSBC
Wesbanco Inc

Financial Services
4.8K
+ 67.54%
$30.36 - $37.08 $146K - $178K
11.9K $368K
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