Axxcess Wealth Management, LLC Incresed Positions in Q2 2025

Axxcess Wealth Management, LLC

  • $4.06 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
11.9K
+ 57.85%
$58.41 - $72.69 $694K - $864K
32.4K $2.36M
TDVG
T Rowe Price Exchange Traded F

Technology
20.8K
+ 35.27%
$36.12 - $42.38 $750K - $880K
79.7K $3.38M
LOW
Lowes Companies Inc

Consumer Cyclical
5K
+ 42.95%
$210.83 - $235.28 $1.05M - $1.18M
16.6K $3.69M
HWM
Howmet Aerospace Inc.

Industrials
2.69K
+ 32.92%
$112.33 - $186.13 $302K - $500K
10.8K $2.02M
MSTR
Microstrategy Inc

Technology
15
+ 0.18%
$237.95 - $421.61 $3.57K - $6.32K
8.16K $3.3M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
6.3K
+ 17.68%
$60.22 - $80.1 $379K - $504K
41.9K $3.36M
NOW
Service Now, Inc.

Technology
738
+ 98.4%
$721.65 - $1040.18 $533K - $768K
1.49K $1.53M
C
Citigroup Inc

Financial Services
1.44K
+ 2.52%
$58.13 - $85.12 $83.6K - $122K
58.6K $4.99M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
6.45K
+ 21.12%
$61.92 - $81.5 $399K - $525K
37K $3.01M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
26.5K
+ 18.23%
$17.76 - $22.1 $471K - $586K
172K $3.8M
CRWD
Crowd Strike Holdings, Inc.

Technology
628
+ 16.68%
$321.63 - $509.31 $202K - $320K
4.39K $2.24M
ETN
Eaton Corp PLC

Industrials
2.07K
+ 106.2%
$246.52 - $356.99 $511K - $740K
4.03K $1.44M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
13.1K
+ 20.99%
$45.88 - $54.4 $600K - $712K
75.4K $4.1M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
10.4K
+ 16.4%
$77.94 - $79.5 $814K - $831K
74.2K $5.9M
EFA
Ishares Tr Msci Eafe ETF

ETFs
9.01K
+ 194.85%
$72.96 - $90.39 $657K - $814K
13.6K $1.22M
SCHG
Schwab Strategic Tr Us Large C

ETFs
24.3K
+ 110.59%
$22.27 - $29.21 $541K - $709K
46.2K $1.35M
NET
Cloudflare, Inc.

Technology
3.09K
+ 145.66%
$97.08 - $195.83 $299K - $604K
5.2K $1.02M
AVUV
American Centy ETF Tr Avantis

ETFs
6.79K
+ 22.83%
$75.17 - $91.21 $510K - $619K
36.5K $3.33M
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
28.4K
+ 14.32%
$25.13 - $26.07 $714K - $740K
227K $5.86M
VRT
Vertiv Holdings CO

Industrials
8.32K
+ 80.4%
N/A
18.7K $1.62M
FV
First Trust Dorsey Wright Focu

ETFs
10.8K
+ 63.31%
$48.43 - $59.26 $523K - $640K
27.8K $1.65M
SHOP
Shopify Inc.

Technology
3.5K
+ 22.76%
$76.89 - $115.35 $269K - $404K
18.9K $2.18M
GLD
Spdr Gold Trust

ETFs
80
+ 0.2%
$273.71 - $316.29 $21.9K - $25.3K
40.1K $12.2M
AXON
Axon Enterprise, Inc.

Industrials
388
+ 31.96%
$497.13 - $827.94 $193K - $321K
1.6K $1.33M
SE
Sea LTD

Consumer Cyclical
2.94K
+ 39.83%
$105.57 - $170.4 $310K - $500K
10.3K $1.65M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
5.78K
+ 29.69%
$83.8 - $101.39 $485K - $586K
25.3K $2.56M
AXP
American Express CO

Financial Services
1.54K
+ 41.98%
$231.39 - $318.98 $355K - $490K
5.2K $1.66M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
6.69K
+ 48.4%
$100.04 - $100.54 $669K - $672K
20.5K $2.06M
VGT
Vanguard Information Technolog

ETFs
287
+ 7.41%
$470.37 - $663.28 $135K - $190K
4.16K $2.76M
AVDE
American Centy ETF Tr Avantis

ETFs
6.46K
+ 29.49%
$59.32 - $74.36 $383K - $480K
28.4K $2.1M
PWR
Quanta Services, Inc.

Industrials
526
+ 15.1%
$239.47 - $381.26 $126K - $201K
4.01K $1.52M
ABNB
Airbnb, Inc.

Consumer Cyclical
2.6K
+ 12.13%
$105.69 - $140.64 $275K - $366K
24.1K $3.18M
SPTL
Spdr Portfolio Long Term Treas

ETFs
23.6K
+ 205.14%
$25.48 - $27.78 $602K - $656K
35.1K $933K
CHCO
City Holding CO

Financial Services
485
+ 0.44%
$108.93 - $123.42 $52.8K - $59.9K
110K $13.4M
MU
Micron Technology Inc

Technology
2.64K
+ 35.08%
$64.72 - $127.91 $171K - $337K
10.1K $1.25M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
6.89K
+ 3.71%
$45.11 - $52.34 $311K - $360K
193K $10.1M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1.44K
+ 111.1%
$177.93 - $313.14 $256K - $451K
2.74K $857K
BX
Blackstone Inc.

Financial Services
106
+ 0.19%
$120.07 - $151.11 $12.7K - $16K
57.2K $8.55M
XLG
Invesco Exchange Traded Fd Tr

ETFs
8.99K
+ 56.5%
$40.94 - $52.1 $368K - $468K
24.9K $1.3M
SPIB
Spdr Portfolio Intermediate Te

ETFs
16.1K
+ 27.22%
$32.62 - $33.58 $525K - $540K
75.1K $2.52M
SYY
Sysco Corp

Consumer Defensive
7.34K
+ 160.07%
$68.0 - $75.91 $499K - $557K
11.9K $903K
CTAS
Cintas Corp

Industrials
1.17K
+ 7.55%
$190.11 - $227.66 $223K - $267K
16.7K $3.72M
AOM
Ishares Tr Core Moderate Alloc

ETFs
11.2K
+ 149.62%
$41.55 - $46.04 $464K - $514K
18.6K $858K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
6.83K
+ 127.71%
$61.08 - $74.04 $417K - $506K
12.2K $901K
ABT
Abbott Laboratories

Healthcare
643
+ 0.49%
$123.95 - $138.08 $79.7K - $88.8K
131K $17.8M
OMFL
Invesco Exchange Traded Self I

ETFs
5.37K
+ 11.47%
$48.43 - $57.78 $260K - $310K
52.2K $3.02M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
1.48K
+ 46.44%
$201.28 - $266.34 $298K - $394K
4.67K $1.24M
VONG
Vanguard Russell 1000 Growth E

ETFs
4.3K
+ 144.75%
$82.51 - $109.2 $355K - $469K
7.27K $793K
DE
Deere & CO

Industrials
512
+ 7.81%
$412.99 - $531.48 $211K - $272K
7.07K $3.59M
Activity Summary
Buys All Purchases 501 New Holdings 91 Increased Positions 410 Sells All Sells 310 Reductions 310 Sold out 0 Options Calls 0 Puts 1
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