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
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
3.7K
+ 13.28%
$33.46 - $41.33 $124K - $153K
31.6K $1.3M
DFIS
Dimensional ETF Tr Dimensional

ETFs
5.07K
+ 28.31%
$23.2 - $29.84 $118K - $151K
23K $686K
PNC
Pnc Financial Services Group, Inc.

Financial Services
819
+ 12.83%
$149.76 - $186.42 $123K - $153K
7.2K $1.34M
AIQ
Global X Funds Global X Artifi

ETFs
493
+ 1.81%
$31.5 - $43.69 $15.5K - $21.5K
27.8K $1.21M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
2.66K
+ 15.14%
$75.05 - $77.34 $200K - $206K
20.2K $1.57M
OXY
Occidental Petroleum Corp

Energy
7.91K
+ 48.25%
$36.11 - $49.33 $285K - $390K
24.3K $1.02M
SPMD
Spdr Portfolio

ETFs
3.02K
+ 20.13%
$44.89 - $54.38 $135K - $164K
18K $978K
CRSP
Crispr Therapeutics Ag

Healthcare
1.24K
+ 12.04%
$31.27 - $48.64 $38.8K - $60.4K
11.6K $561K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
2.99K
+ 46.1%
$46.22 - $57.51 $138K - $172K
9.49K $544K
PSA
Public Storage

Real Estate
736
+ 36.97%
$266.31 - $309.77 $196K - $228K
2.73K $800K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
2.51K
+ 57.5%
$53.69 - $67.27 $135K - $169K
6.88K $462K
KMI
Kinder Morgan, Inc.

Energy
4.55K
+ 6.47%
$25.21 - $29.4 $115K - $134K
74.9K $2.2M
NTNX
Nutanix, Inc.

Technology
503
+ 2.18%
$58.17 - $83.07 $29.3K - $41.8K
23.6K $1.8M
FCX
Freeport Mcmoran Inc

Basic Materials
1.42K
+ 6.17%
$29.15 - $44.46 $41.5K - $63.2K
24.5K $1.06M
MPC
Marathon Petroleum Corp

Energy
292
+ 4.63%
$118.55 - $170.08 $34.6K - $49.7K
6.59K $1.1M
PHM
Pultegroup Inc

Consumer Cyclical
1.54K
+ 28.28%
$92.02 - $106.54 $142K - $164K
6.99K $736K
VCIT
Vanguard Intermediate Term Cor

ETFs
1.81K
+ 11.15%
$79.56 - $82.92 $144K - $150K
18K $1.5M
FTGC
First Trust Global Tactical CO

ETFs
15.3K
+ 6.14%
$23.09 - $25.91 $354K - $397K
265K $6.54M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
118
+ 1.52%
$60.61 - $87.72 $7.15K - $10.4K
7.87K $667K
HYGV
Flexshares Tr High Yield Value

ETFs
3.09K
+ 6.16%
$38.45 - $41.03 $119K - $127K
53.3K $2.19M
TTWO
Take Two Interactive Software Inc

Communication Services
427
+ 27.53%
$194.58 - $243.05 $83.1K - $104K
1.98K $480K
AMT
American Tower Corp

Real Estate
652
+ 16.59%
$203.96 - $228.19 $133K - $149K
4.58K $1.01M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
940
+ 13.93%
$114.78 - $133.31 $108K - $125K
7.69K $1.02M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
122
+ 5.11%
$468.22 - $566.51 $57.1K - $69.1K
2.51K $1.42M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
780
+ 1.43%
$116.93 - $119.39 $91.2K - $93.1K
55.4K $6.59M
XLU
Utilities Sector Spdr

ETFs
792
+ 2.86%
$73.09 - $82.77 $57.9K - $65.6K
28.5K $2.32M
BR
Broadridge Financial Solutions, Inc.

Technology
511
+ 1.94%
$217.22 - $246.25 $111K - $126K
26.8K $6.51M
DSI
Ishares Msci Kld 400 Social Et

ETFs
951
+ 44.84%
$91.62 - $116.16 $87.1K - $110K
3.07K $356K
RMD
Resmed Inc

Healthcare
59
+ 1.65%
$204.54 - $258.0 $12.1K - $15.2K
3.64K $938K
PENN
Penn National Gaming Inc

Consumer Cyclical
5K
+ 16.35%
$13.75 - $18.28 $68.8K - $91.4K
35.6K $635K
CMCSA
Comcast Corp

Communication Services
7.44K
+ 6.7%
$32.84 - $36.72 $244K - $273K
119K $4.23M
NXPI
Nxp Semiconductors N.V.

Technology
375
+ 22.07%
$153.5 - $218.72 $57.6K - $82K
2.07K $453K
CZA
Invesco Exchange Traded Fd Tr

ETFs
1.1K
+ 23.03%
$90.93 - $106.67 $99.8K - $117K
5.87K $625K
DFAI
Dimensional ETF Tr

ETFs
2.88K
+ 31.2%
$28.02 - $34.71 $80.7K - $100K
12.1K $418K
AI
C3.Ai, Inc.

Technology
1.6K
+ 6.3%
$18.24 - $27.8 $29.2K - $44.5K
27K $663K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
2.5K
+ 10.74%
$49.79 - $50.75 $125K - $127K
25.8K $1.31M
ADP
Automatic Data Processing Inc

Industrials
73
+ 0.21%
$276.76 - $326.81 $20.2K - $23.9K
34.6K $10.7M
FCNCA
First Citizens Bancshares Inc

Financial Services
1
+ 0.09%
$1561.69 - $1966.55 $1.56K - $1.97K
1.14K $2.22M
VOOV
Vanguard S&P 500 Value ETF

ETFs
570
+ 26.76%
$162.65 - $188.71 $92.7K - $108K
2.7K $509K
AVIG
American Centy ETF Tr Avantis

ETFs
1.55K
+ 0.73%
$40.41 - $41.62 $62.5K - $64.4K
213K $8.86M
APO
Apollo Global Management, Inc.

Financial Services
154
+ 0.83%
$108.68 - $145.07 $16.7K - $22.3K
18.6K $2.64M
ROK
Rockwell Automation, Inc

Industrials
6
+ 0.4%
$218.97 - $332.17 $1.31K - $1.99K
1.49K $496K
XLE
Energy Sector Spdr

ETFs
2.94K
+ 18.44%
$76.44 - $94.13 $224K - $276K
18.9K $1.6M
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
1.85K
+ 20.56%
$36.45 - $42.47 $67.4K - $78.6K
10.9K $457K
LPLA
Lpl Financial Holdings Inc.

Financial Services
25
+ 1.18%
$283.31 - $388.96 $7.08K - $9.72K
2.15K $806K
AVRE
American Centy ETF Tr Avantis
1.82K
+ 9.95%
$38.75 - $44.92 $70.4K - $81.7K
20.1K $887K
GWW
W.W. Grainger, Inc.

Industrials
33
+ 2.63%
$919.93 - $1101.66 $30.4K - $36.4K
1.29K $1.34M
VEEV
Veeva Systems Inc

Healthcare
78
+ 6.09%
$209.39 - $289.94 $16.3K - $22.6K
1.36K $391K
ACHR
Archer Aviation Inc.

Industrials
2.63K
+ 15.02%
$6.2 - $13.3 $16.3K - $34.9K
20.1K $218K
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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