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
MKL
Markel Corp

Financial Services
6
+ 0.69%
$1660.14 - $2059.83 $9.96K - $12.4K
878 $1.64M
SYK
Stryker Corp

Healthcare
196
+ 3.9%
$355.18 - $399.9 $69.6K - $78.4K
5.22K $1.94M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
1.89K
+ 54.77%
$66.3 - $74.17 $126K - $140K
5.35K $371K
XLRE
Select Sector Spdr Tr Real Est

ETFs
2.33K
+ 8.29%
$39.18 - $43.52 $91.3K - $101K
30.4K $1.27M
OLED
Universal Display Corp Pa

Technology
998
+ 69.21%
$139.48 - $161.59 $139K - $161K
2.44K $340K
IDXX
Idexx Laboratories Inc

Healthcare
273
+ 11.42%
$406.29 - $469.04 $111K - $128K
2.66K $1.12M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
5K
+ 1.13%
$14.22 - $14.83 $71.2K - $74.2K
450K $6.5M
AVEM
American Centy ETF Tr Avantis

ETFs
1.03K
+ 3.06%
$57.11 - $62.4 $59.1K - $64.5K
34.9K $2.1M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
696
+ 27.92%
$221.78 - $273.45 $154K - $190K
3.19K $725K
EXC
Exelon Corp

Utilities
371
+ 3.56%
$37.3 - $46.08 $13.8K - $17.1K
10.8K $497K
GD
General Dynamics Corp

Industrials
138
+ 2.06%
$241.94 - $272.58 $33.4K - $37.6K
6.84K $1.86M
CEG
Constellation Energy Corp

Utilities
1.02K
+ 22.18%
$201.63 - $347.44 $205K - $353K
5.6K $1.13M
SMB
Vaneck Short Muni ETF

ETFs
5.6K
+ 39.44%
$17.08 - $17.25 $95.6K - $96.6K
19.8K $339K
WRB
Berkley W R Corp

Financial Services
228
+ 3.7%
$56.7 - $71.27 $12.9K - $16.2K
6.39K $454K
GM
General Motors CO

Consumer Cyclical
5.77K
+ 20.06%
$45.22 - $54.92 $261K - $317K
34.5K $1.62M
PSA
Public Storage

Real Estate
307
+ 18.23%
$288.99 - $313.98 $88.7K - $96.4K
1.99K $595K
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
1.85K
+ 18.19%
$43.76 - $45.31 $80.9K - $83.8K
12K $540K
UAL
United Airlines Holdings, Inc.

Industrials
3.54K
+ 63.8%
$69.05 - $110.52 $245K - $392K
9.1K $628K
HYG
Ishares Tr

ETFs
1.06K
+ 12.02%
$78.51 - $80.11 $83.1K - $84.8K
9.87K $778K
VGLT
Vanguard Long Term Treasury Et

ETFs
726
+ 3.86%
$53.99 - $58.43 $39.2K - $42.4K
19.5K $1.13M
CTRA
Coterra Energy Inc.

Energy
111
+ 0.48%
$25.51 - $29.83 $2.83K - $3.31K
23.4K $675K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
47
+ 25.0%
$1227.6 - $1458.46 $57.7K - $68.5K
235 $317K
VIG
Vanguard Dividend Appreciation

ETFs
441
+ 2.95%
N/A
15.4K $2.8M
PGR
Progressive Corp

Financial Services
75
+ 5.61%
$235.61 - $291.22 $17.7K - $21.8K
1.41K $399K
TRGP
Targa Resources Corp.

Energy
207
+ 12.06%
$178.44 - $217.22 $36.9K - $45K
1.92K $385K
NWSA
News Corp

Communication Services
3K
+ 19.99%
$26.29 - $30.49 $78.9K - $91.5K
18K $490K
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
652
+ 5.83%
$106.44 - $113.12 $69.4K - $73.8K
11.8K $1.29M
MPLX
Mplx LP

Energy
200
+ 1.75%
$47.88 - $54.65 $9.58K - $10.9K
11.6K $620K
SHOP
Shopify Inc.

Technology
2.27K
+ 17.29%
$90.59 - $129.31 $205K - $293K
15.4K $1.47M
EXLS
Exl Service Holdings, Inc.

Technology
1.19K
+ 21.69%
$44.13 - $51.8 $52.6K - $61.7K
6.68K $315K
PSX
Phillips 66

Energy
33
+ 0.48%
$113.93 - $131.55 $3.76K - $4.34K
6.9K $852K
ALL
Allstate Corp

Financial Services
21
+ 0.48%
$180.99 - $210.18 $3.8K - $4.41K
4.42K $916K
EQT
Eqt Corp

Energy
434
+ 6.97%
$46.16 - $54.25 $20K - $23.5K
6.66K $355K
RACE
Ferrari N.V.

Consumer Cyclical
155
+ 26.82%
$413.73 - $508.15 $64.1K - $78.8K
733 $313K
LYG
Lloyds Banking Group PLC

Financial Services
1.32K
+ 2.32%
$2.58 - $3.9 $3.41K - $5.16K
58.4K $223K
SHEL
Shell PLC

Energy
52
+ 0.86%
$62.84 - $73.29 $3.27K - $3.81K
6.11K $447K
DNP
Dnp Select Income Fund Inc

Financial Services
995
+ 1.98%
$8.93 - $9.92 $8.89K - $9.87K
51.2K $506K
NSC
Norfolk Southern Corp

Industrials
143
+ 1.09%
$227.69 - $259.76 $32.6K - $37.1K
13.2K $3.13M
IYH
Ishares Tr

ETFs
503
+ 4.42%
$58.32 - $62.76 $29.3K - $31.6K
11.9K $723K
AVRE
American Centy ETF Tr Avantis
922
+ 5.31%
$40.62 - $44.31 $37.5K - $40.9K
18.3K $785K
LIT
Global X Fds Global X Lithium

ETFs
2.06K
+ 18.6%
$38.8 - $42.84 $80K - $88.3K
13.1K $510K
PH
Parker Hannifin Corp

Industrials
121
+ 17.36%
$591.65 - $707.05 $71.6K - $85.6K
818 $497K
FTCS
First Trust Capital Strength E

ETFs
300
+ 2.13%
$86.39 - $91.35 $25.9K - $27.4K
14.4K $1.29M
EBAY
Ebay Inc

Consumer Cyclical
348
+ 7.02%
$61.61 - $70.93 $21.4K - $24.7K
5.31K $359K
QDPL
Pacer Fds Tr Metaurus Us Large
7.19K
+ 6.34%
$36.5 - $40.04 $262K - $288K
121K $4.4M
TDY
Teledyne Technologies Inc

Technology
61
+ 9.74%
$455.51 - $518.84 $27.8K - $31.6K
687 $341K
VONG
Vanguard Russell 1000 Growth E

ETFs
766
+ 34.75%
$92.71 - $107.38 $71K - $82.3K
2.97K $275K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
1.56K
+ 13.6%
$45.21 - $50.33 $70.7K - $78.7K
13.1K $597K
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
82
+ 4.06%
$110.55 - $130.35 $9.07K - $10.7K
2.1K $267K
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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