Axxcess Wealth Management, LLC Incresed Positions in Q3 2024

Axxcess Wealth Management, LLC

  • $3.9 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
EME
Emcor Group, Inc.

Industrials
153
+ 11.09%
$340.22 - $435.6 $52.1K - $66.6K
1.53K $660K
GM
General Motors CO

Consumer Cyclical
4.38K
+ 16.74%
$39.95 - $49.9 $175K - $219K
30.5K $1.37M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
3
+ 0.05%
$150.01 - $182.29 $450 - $547
6.32K $1.15M
HYG
Ishares Tr

ETFs
885
+ 3.62%
$76.72 - $80.36 $67.9K - $71.1K
25.3K $2.03M
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
582
+ 6.02%
$102.5 - $112.27 $59.7K - $65.3K
10.3K $1.15M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
919
+ 6.16%
$65.15 - $72.97 $59.9K - $67.1K
15.8K $1.15M
VUG
Vanguard Growth ETF

ETFs
209
+ 3.37%
$341.08 - $391.94 $71.3K - $81.9K
6.42K $2.46M
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.15K
+ 18.46%
$92.63 - $105.69 $107K - $122K
7.39K $770K
FDIS
Fidelity Covington Tr Msci Con

ETFs
830
+ 10.53%
$75.81 - $88.73 $62.9K - $73.6K
8.71K $770K
GLDM
World Gold Trust

ETFs
1.28K
+ 12.27%
$46.2 - $53.01 $59.2K - $67.9K
11.7K $611K
TXG
10x Genomics, Inc.

Healthcare
4.26K
+ 38.5%
$15.71 - $23.49 $66.9K - $100K
15.3K $345K
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
2.39K
+ 29.75%
$43.99 - $46.63 $105K - $112K
10.4K $485K
QLV
Flexshares Us Quality Low Vola

ETFs
203
+ 0.76%
$61.31 - $66.6 $12.4K - $13.5K
26.8K $1.78M
DECK
Deckers Outdoor Corp

Consumer Cyclical
4.66K
+ 602.98%
$150.73 - $974.56 $703K - $4.54M
5.43K $866K
FCBC
First Community Bankshares Inc

Financial Services
9
+ 0.05%
$35.82 - $45.71 $322 - $411
18.1K $783K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
563
+ 2.07%
$38.03 - $42.06 $21.4K - $23.7K
27.8K $1.16M
MTD
Mettler Toledo International Inc

Healthcare
21
+ 2.64%
$1308.0 - $1521.03 $27.5K - $31.9K
815 $1.22M
IWB
Ishares Tr Russell 1000 ETF

ETFs
150
+ 4.0%
$283.28 - $314.39 $42.5K - $47.2K
3.9K $1.23M
COF
Capital One Financial Corp

Financial Services
310
+ 6.14%
$131.42 - $153.05 $40.7K - $47.4K
5.36K $802K
VOOV
Vanguard S&P 500 Value ETF

ETFs
440
+ 32.88%
$175.0 - $190.72 $77K - $83.9K
1.78K $339K
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
465
+ 15.2%
$169.73 - $204.18 $78.9K - $94.9K
3.53K $696K
DNP
Dnp Select Income Fund Inc

Financial Services
882
+ 1.82%
$8.21 - $10.03 $7.24K - $8.85K
49.3K $494K
NKE
Nike, Inc.

Consumer Cyclical
163
+ 2.63%
$71.09 - $89.44 $11.6K - $14.6K
6.36K $561K
AIQ
Global X Funds Global X Artifi

ETFs
1.5K
+ 6.05%
$31.85 - $37.36 $47.8K - $56.1K
26.3K $978K
XLF
Financial Sector Spdr

ETFs
595
+ 3.81%
$40.84 - $45.74 $24.3K - $27.2K
16.2K $735K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
476
+ 1.81%
$32.04 - $37.11 $15.3K - $17.7K
26.7K $972K
ADSK
Autodesk, Inc.

Technology
381
+ 34.36%
$245.83 - $245.83 $93.7K - $93.7K
1.49K $366K
KKR
Kkr & Co. Inc.

Financial Services
2
+ 0.06%
$104.51 - $133.23 $209 - $266
3.45K $450K
MSCI
Msci Inc.

Financial Services
32
+ 5.02%
$479.31 - $584.91 $15.3K - $18.7K
669 $390K
LYG
Lloyds Banking Group PLC

Financial Services
22.2K
+ 56.58%
$2.73 - $3.17 $60.6K - $70.4K
61.5K $191K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
1.16K
+ 6.06%
$47.95 - $49.61 $55.4K - $57.3K
20.2K $999K
IDU
Ishares Tr U S Utils ETF

ETFs
424
+ 15.37%
$87.2 - $102.21 $37K - $43.3K
3.18K $324K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
703
+ 12.15%
$43.67 - $51.82 $30.7K - $36.4K
6.49K $336K
IEMG
Ishares Inc

ETFs
1.39K
+ 2.18%
$53.64 - $53.64 $74.4K - $74.4K
65.1K $3.49M
AVSU
American Centy ETF Tr Avantis

ETFs
1.01K
+ 27.33%
$59.01 - $65.3 $59.4K - $65.8K
4.69K $306K
RACE
Ferrari N.V.

Consumer Cyclical
101
+ 20.2%
$405.92 - $496.79 $41K - $50.2K
601 $282K
EXR
Extra Space Storage Inc.

Real Estate
244
+ 18.86%
$151.92 - $183.06 $37.1K - $44.7K
1.54K $277K
CZA
Invesco Exchange Traded Fd Tr

ETFs
94
+ 1.57%
$96.53 - $108.29 $9.07K - $10.2K
6.07K $656K
PLD
Prologis, Inc.

Real Estate
80
+ 1.97%
$111.95 - $132.43 $8.96K - $10.6K
4.14K $523K
ICF
Ishares Tr

ETFs
193
+ 3.17%
$56.77 - $67.33 $11K - $13K
6.28K $414K
IBCP
Independent Bank Corp

Financial Services
1
+ 0.01%
$25.51 - $35.28 $25.5 - $35.3
10.2K $339K
OMFL
Invesco Exchange Traded Self I

ETFs
888
+ 2.42%
$47.65 - $52.99 $42.3K - $47.1K
37.5K $1.99M
EXC
Exelon Corp

Utilities
11
+ 0.11%
$34.24 - $40.55 $377 - $446
10.4K $422K
AZO
Autozone Inc

Consumer Cyclical
4
+ 1.52%
$2815.0 - $3212.87 $11.3K - $12.9K
267 $841K
MSTR
Microstrategy Inc

Technology
1.8K
+ 900.0%
$114.3 - $1800.09 $206K - $3.24M
2K $337K
FDHY
Fidelity Covington Trust High

ETFs
54
+ 0.14%
$47.71 - $49.43 $2.58K - $2.67K
38.4K $1.89M
MRO
Marathon Oil Corp

Energy
3.72K
+ 17.2%
$25.87 - $29.26 $96.3K - $109K
25.4K $675K
SUB
Ishares Short Term National Mu

ETFs
466
+ 14.85%
$104.3 - $106.3 $48.6K - $49.5K
3.61K $382K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
269
+ 13.77%
$117.9 - $128.2 $31.7K - $34.5K
2.22K $284K
Activity Summary
Buys All Purchases 438 New Holdings 115 Increased Positions 323 Sells All Sells 382 Reductions 382 Sold out 0 Options Calls 0 Puts 1
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