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
MGK
Vanguard Mega Cap Growth ETF

ETFs
601
+ 11.8%
$273.67 - $366.17 $164K - $220K
5.7K $2.09M
ITOT
Ishares Core S&P Total U.S. St

ETFs
2.62K
+ 21.59%
$108.12 - $135.04 $283K - $353K
14.7K $1.99M
VLO
Valero Energy Corp

Energy
3.64K
+ 127.82%
$104.69 - $141.77 $381K - $516K
6.49K $872K
MLM
Martin Marietta Materials Inc

Basic Materials
806
+ 134.33%
$452.51 - $568.19 $365K - $458K
1.41K $771K
AVEM
American Centy ETF Tr Avantis

ETFs
2.61K
+ 7.48%
$53.08 - $68.54 $139K - $179K
37.5K $2.57M
WGMI
Valkyrie ETF Tr Ii Bitcoin Min
5K
+ 14.29%
$11.49 - $22.74 $57.5K - $114K
40K $909K
PANW
Palo Alto Networks Inc

Technology
1.14K
+ 18.3%
$152.44 - $204.64 $174K - $233K
7.37K $1.51M
AVES
American Centy ETF Tr Avantis

ETFs
3.61K
+ 9.19%
$42.02 - $53.63 $152K - $194K
42.9K $2.3M
EW
Edwards Lifesciences Corp

Healthcare
5.02K
+ 63.07%
$67.07 - $78.22 $337K - $393K
13K $1.01M
IWB
Ishares Tr Russell 1000 ETF

ETFs
908
+ 23.55%
$272.36 - $339.57 $247K - $308K
4.76K $1.62M
EME
Emcor Group, Inc.

Industrials
584
+ 87.95%
$342.02 - $534.89 $200K - $312K
1.25K $667K
MA
Mastercard Inc

Financial Services
408
+ 3.03%
$479.92 - $590.74 $196K - $241K
13.9K $7.8M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.26K
+ 44.28%
$180.84 - $240.32 $228K - $303K
4.11K $988K
SNPS
Synopsys Inc

Technology
284
+ 8.98%
$380.9 - $517.66 $108K - $147K
3.45K $1.77M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
5.67K
+ 82.94%
$68.13 - $74.77 $387K - $424K
12.5K $911K
T
At&T Inc.

Communication Services
9.86K
+ 6.56%
$26.33 - $28.94 $260K - $285K
160K $4.63M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
952
+ 5.06%
$144.63 - $179.53 $138K - $171K
19.8K $3.26M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
3.99K
+ 67.29%
$94.78 - $95.97 $378K - $383K
9.92K $950K
QCOM
Qualcomm Inc

Technology
1.35K
+ 4.63%
$124.66 - $159.48 $168K - $215K
30.4K $4.85M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
8.65K
+ 60.03%
$44.37 - $50.04 $384K - $433K
23.1K $1.1M
CTVA
Corteva, Inc.

Basic Materials
304
+ 1.01%
$55.52 - $74.53 $16.9K - $22.7K
30.3K $2.25M
AVLV
American Centy ETF Tr Avantis
3.57K
+ 9.09%
$56.85 - $68.21 $203K - $244K
42.9K $2.93M
ZECP
Zacks Tr Earnings Constant Por

ETFs
1.04K
+ 0.6%
$27.11 - $31.91 $28.3K - $33.3K
176K $5.62M
SYK
Stryker Corp

Healthcare
570
+ 10.91%
$337.37 - $395.63 $192K - $226K
5.79K $2.29M
NTRA
Natera, Inc.

Healthcare
1.53K
+ 48.98%
$132.23 - $171.87 $202K - $263K
4.65K $785K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
4.66K
+ 36.69%
$45.98 - $56.15 $214K - $261K
17.4K $974K
MBB
Ishares Tr

ETFs
3.52K
+ 21.06%
$91.41 - $94.22 $322K - $332K
20.3K $1.9M
CSX
Csx Corp

Industrials
525
+ 0.53%
$26.69 - $32.91 $14K - $17.3K
99.2K $3.24M
TXN
Texas Instruments Inc

Technology
1.71K
+ 14.21%
N/A
13.7K $2.67M
DAL
Delta Air Lines, Inc.

Industrials
5.54K
+ 53.8%
$35.88 - $52.99 $199K - $294K
15.8K $779K
UBER
Uber Technologies, Inc

Technology
37
+ 0.23%
$64.62 - $93.3 $2.39K - $3.45K
15.9K $1.48M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.32K
+ 11.48%
$166.82 - $194.23 $220K - $256K
12.8K $2.49M
PH
Parker Hannifin Corp

Industrials
339
+ 41.44%
$517.23 - $700.54 $175K - $237K
1.16K $808K
UAL
United Airlines Holdings, Inc.

Industrials
2.68K
+ 29.51%
$56.15 - $84.23 $151K - $226K
11.8K $938K
CRM
Salesforce, Inc.

Technology
973
+ 9.61%
$236.26 - $291.15 $230K - $283K
11.1K $3.03M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
5.68K
+ 12.29%
$49.57 - $50.27 $281K - $285K
51.9K $2.61M
UWM
Proshares Ultra Russell 2000

ETFs
5.87K
+ 31.72%
$25.35 - $37.67 $149K - $221K
24.4K $918K
ACN
Accenture PLC

Technology
1.75K
+ 10.15%
$279.23 - $323.21 $489K - $566K
19K $5.68M
MCK
Mckesson Corp

Healthcare
355
+ 65.38%
$652.83 - $732.78 $232K - $260K
898 $658K
PGR
Progressive Corp

Financial Services
1.18K
+ 83.63%
$255.27 - $288.74 $301K - $341K
2.59K $691K
LMT
Lockheed Martin Corp

Industrials
469
+ 10.58%
$430.82 - $486.45 $202K - $228K
4.9K $2.27M
GD
General Dynamics Corp

Industrials
513
+ 7.5%
$247.68 - $291.66 $127K - $150K
7.35K $2.14M
TT
Trane Technologies PLC

Industrials
61
+ 2.42%
$315.21 - $437.41 $19.2K - $26.7K
2.58K $1.13M
GIS
General Mills Inc

Consumer Defensive
7.11K
+ 63.12%
$50.37 - $60.97 $358K - $433K
18.4K $951K
NSC
Norfolk Southern Corp

Industrials
31
+ 0.23%
$206.34 - $257.46 $6.4K - $7.98K
13.3K $3.4M
ADBE
Adobe Inc.

Technology
639
+ 17.0%
$340.0 - $420.68 $217K - $269K
4.4K $1.7M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
4.13K
+ 7.85%
$24.38 - $30.18 $101K - $125K
56.8K $1.71M
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
39
+ 0.13%
$120.49 - $141.16 $4.7K - $5.51K
29K $4.01M
VGLT
Vanguard Long Term Treasury Et

ETFs
4.98K
+ 25.52%
$53.66 - $58.71 $267K - $293K
24.5K $1.38M
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
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