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
SUB
Ishares Short Term National Mu

ETFs
384
+ 9.97%
$105.3 - $106.24 $40.4K - $40.8K
4.24K $447K
CHE
Chemed Corp

Healthcare
11
+ 2.88%
$521.84 - $615.32 $5.74K - $6.77K
393 $241K
ALLE
Allegion PLC

Industrials
302
+ 14.54%
$123.79 - $135.5 $37.4K - $40.9K
2.38K $310K
DVY
Ishares Tr

ETFs
124
+ 1.78%
$128.58 - $138.1 $15.9K - $17.1K
7.08K $951K
IEMG
Ishares Inc

ETFs
724
+ 1.05%
N/A
69.5K $3.73M
ICF
Ishares Tr

ETFs
458
+ 6.68%
$57.98 - $63.8 $26.6K - $29.2K
7.32K $450K
AVSF
American Centy ETF Tr Avantis

ETFs
51
+ 0.09%
$45.96 - $46.74 $2.34K - $2.38K
56.3K $2.63M
FICO
Fair Isaac Corp

Technology
32
+ 20.38%
$1695.35 - $2030.47 $54.3K - $65K
189 $348K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
345
+ 1.71%
$12.61 - $14.92 $4.35K - $5.15K
20.5K $293K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
9
+ 0.02%
$81.83 - $82.73 $736 - $745
40.7K $3.37M
VEEV
Veeva Systems Inc

Healthcare
2
+ 0.16%
$210.58 - $246.8 $421 - $494
1.28K $296K
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
504
+ 3.79%
$85.06 - $87.69 $42.9K - $44.2K
13.8K $1.18M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
352
+ 1.62%
$48.31 - $49.23 $17K - $17.3K
22.1K $1.09M
BSVN
Bank7 Corp.

Financial Services
5.44K
+ 23.51%
$38.44 - $45.97 $209K - $250K
28.6K $1.11M
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
5.98K
+ 40.51%
$25.0 - $39.76 $150K - $238K
20.7K $518K
VPC
Etfis Ser Tr I Virtus Private

ETFs
1.61K
+ 13.4%
$21.02 - $22.9 $33.9K - $36.9K
13.6K $286K
GSUS
Goldman Sachs ETF Tr Marketbet

ETFs
420
+ 12.77%
$75.92 - $84.67 $31.9K - $35.6K
3.71K $285K
BSM
Black Stone Minerals, L.P.

Energy
235
+ 1.21%
$14.48 - $15.59 $3.4K - $3.66K
19.7K $300K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
187
+ 6.71%
$90.0 - $96.32 $16.8K - $18K
2.97K $274K
ARCC
Ares Capital Corp

Financial Services
302
+ 1.52%
$21.28 - $23.81 $6.43K - $7.19K
20.1K $446K
PRI
Primerica, Inc.

Financial Services
2
+ 0.24%
$271.41 - $296.43 $543 - $593
846 $240K
VOOV
Vanguard S&P 500 Value ETF

ETFs
64
+ 3.1%
$179.71 - $192.06 $11.5K - $12.3K
2.13K $392K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
522
+ 1.43%
$12.18 - $12.91 $6.36K - $6.74K
37.1K $459K
CGUS
Capital Group Core Equity ETF
1.29K
+ 5.68%
$33.08 - $36.62 $42.8K - $47.3K
24.1K $803K
FE
Firstenergy Corp

Utilities
10
+ 0.16%
$37.95 - $43.5 $380 - $435
6.35K $256K
SPMD
Spdr Portfolio

ETFs
1.03K
+ 7.42%
$50.21 - $57.73 $51.9K - $59.7K
15K $766K
NRZ
New Residential Investment Corp.

Real Estate
216
+ 1.3%
N/A
16.9K $122K
CBSH
Commerce Bancshares Inc

Financial Services
57
+ 0.44%
$58.85 - $68.59 $3.35K - $3.91K
13.1K $813K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
202
+ 10.6%
$126.86 - $146.45 $25.6K - $29.6K
2.11K $267K
GDV
Gabelli Dividend & Income Trust

Financial Services
52
+ 0.62%
$23.47 - $25.3 $1.22K - $1.32K
8.38K $202K
FDIS
Fidelity Covington Tr Msci Con

ETFs
1.38K
+ 15.48%
$82.77 - $101.84 $114K - $141K
10.3K $871K
HYGV
Flexshares Tr High Yield Value

ETFs
396
+ 0.79%
$40.21 - $41.29 $15.9K - $16.4K
50.2K $2.03M
BOE
Black Rock Enhanced Global Dividend Trust

Financial Services
67
+ 0.52%
$10.81 - $11.42 $724 - $765
12.9K $139K
Blackrock Inc
131
+ 5.05%
N/A
2.72K $0
CARY
Angel Oak Fds Tr Income Etf(De
4.21K
+ 1.24%
N/A
344K $0
Siriusxm Holdings Inc
3.25K
+ 16.12%
N/A
23.4K $0
Proshares Tr
4.18K
+ 2.14%
N/A
199K $0
EWMC
Invesco Exchange Traded Fd Tr

ETFs
314
+ 4.08%
N/A
8.02K $0
Victory Portfolios Ii
2.61K
+ 20.79%
N/A
15.1K $0
America Movil Sab De Cv
5K
+ 16.39%
N/A
35.5K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
19
+ 0.13%
N/A
15K $0
Ultimus Managers Tr
157
+ 1.6%
N/A
9.97K $0
Cooper Cos Inc
140
+ 1.93%
N/A
7.38K $0
Pacer Fds Tr
1.27K
+ 9.58%
N/A
14.5K $0
Annaly Capital Management In
73
+ 0.57%
N/A
12.9K $0
Pimco ETF Tr
6.17K
+ 43.32%
N/A
20.4K $0
Linde PLC
20
+ 0.12%
N/A
16.5K $0
Proshares Tr
14
+ 0.05%
N/A
27.2K $0
MAIN
Main Street Capital Corp

Financial Services
165
+ 3.4%
$54.71 - $63.1 $9.03K - $10.4K
5.02K $284K
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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