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
WPC
W. P. Carey Inc.

Real Estate
3
+ 0.04%
$54.63 - $63.96 $164 - $192
7.11K $443K
CBSH
Commerce Bancshares Inc

Financial Services
54
+ 0.44%
$55.02 - $65.08 $2.97K - $3.51K
12.4K $733K
HII
Huntington Ingalls Industries, Inc.

Industrials
74
+ 4.9%
$241.93 - $282.86 $17.9K - $20.9K
1.58K $418K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
2K
+ 5.57%
$9.89 - $11.43 $19.8K - $22.9K
38K $417K
LRCX
Lam Research Corp

Technology
295
+ 37.58%
$731.56 - $1127.3 $216K - $333K
1.08K $881K
PCG
Pg&E Corp

Utilities
44
+ 0.25%
$17.08 - $20.6 $752 - $906
17.7K $349K
CHD
Church & Dwight CO Inc

Consumer Defensive
293
+ 3.01%
$98.01 - $106.59 $28.7K - $31.2K
10K $1.05M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
252
+ 14.8%
$116.79 - $133.54 $29.4K - $33.7K
1.96K $257K
YUM
Yum Brands Inc

Consumer Cyclical
26
+ 0.52%
$125.95 - $139.96 $3.27K - $3.64K
4.99K $696K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
35
+ 1.41%
$201.82 - $234.36 $7.06K - $8.2K
2.52K $581K
FE
Firstenergy Corp

Utilities
9
+ 0.14%
$38.25 - $44.54 $344 - $401
6.33K $280K
GRMN
Garmin LTD

Technology
4
+ 0.15%
$161.1 - $183.29 $644 - $733
2.74K $481K
C
Citigroup Inc

Financial Services
1.32K
+ 2.4%
$56.11 - $67.61 $74.1K - $89.3K
56.3K $3.52M
VEEV
Veeva Systems Inc

Healthcare
7
+ 0.54%
$180.43 - $223.9 $1.26K - $1.57K
1.3K $273K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
35
+ 0.29%
$42.38 - $47.25 $1.48K - $1.65K
11.9K $564K
AUB
Atlantic Union Bankshares Corp

Financial Services
3
+ 0.05%
$32.43 - $41.89 $97.3 - $126
6.55K $246K
SGOL
Abrdn Gold ETF Trust

ETFs
25
+ 0.25%
$22.26 - $25.51 $557 - $638
10K $252K
WTRG
Essential Utilities, Inc.

Utilities
5
+ 0.02%
$36.74 - $41.49 $184 - $207
23.6K $911K
PRU
Prudential Financial Inc

Financial Services
13
+ 0.18%
$105.53 - $127.32 $1.37K - $1.66K
7.11K $860K
HOOD
Robinhood Markets, Inc.

Technology
598
+ 3.12%
$16.42 - $24.63 $9.82K - $14.7K
19.8K $463K
VTRS
Viatris Inc

Healthcare
1.15K
+ 10.39%
$10.32 - $12.13 $11.9K - $13.9K
12.2K $141K
DFAU
Dimensional ETF Tr

ETFs
25
+ 0.27%
$35.8 - $39.69 $895 - $992
9.28K $368K
ABR
Arbor Realty Trust Inc

Real Estate
520
+ 4.98%
$12.89 - $15.66 $6.7K - $8.14K
11K $170K
ROST
Ross Stores, Inc.

Consumer Cyclical
26
+ 0.8%
$136.06 - $155.24 $3.54K - $4.04K
3.29K $495K
RELX
Relx PLC

Communication Services
266
+ 5.32%
$44.1 - $48.86 $11.7K - $13K
5.27K $250K
CI
Cigna Corp

Healthcare
1
+ 0.08%
$319.12 - $367.1 $319 - $367
1.24K $430K
WRB
Berkley W R Corp

Financial Services
1.98K
+ 46.88%
$51.54 - $79.62 $102K - $158K
6.22K $352K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
9
+ 0.21%
$65.06 - $71.72 $586 - $645
4.22K $300K
CRWD
Crowd Strike Holdings, Inc.

Technology
1.12K
+ 38.99%
$217.89 - $392.15 $245K - $440K
4K $1.12M
MIY
Blackrock Muniyield Michigan Quality Fund, Inc.

Financial Services
500
+ 2.7%
$11.45 - $12.03 $5.73K - $6.02K
19.1K $228K
AOM
Ishares Tr Core Moderate Alloc

ETFs
1
+ 0.01%
$42.66 - $45.18 $42.7 - $45.2
7.46K $336K
IHE
Ishares Tr

ETFs
17
+ 0.5%
$65.61 - $72.86 $1.12K - $1.24K
3.39K $239K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
854
+ 2.51%
$44.66 - $49.15 $38.1K - $42K
34.9K $1.65M
PANW
Palo Alto Networks Inc

Technology
14
+ 0.54%
$294.18 - $368.01 $4.12K - $5.15K
2.63K $898K
SDS
Proshares Tr Ultrashort S&P 50

ETFs
1.65K
+ 17.7%
$20.63 - $25.65 $34K - $42.3K
11K $226K
KSS
Kohls Corp

Consumer Cyclical
1.9K
+ 11.7%
$18.62 - $22.79 $35.3K - $43.3K
18.1K $382K
F
Ford Motor CO

Consumer Cyclical
19.4K
+ 19.68%
$9.71 - $14.55 $189K - $283K
118K $1.25M
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
75
+ 0.4%
$8.04 - $8.65 $603 - $649
19.1K $164K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
120
+ 2.88%
$85.84 - $85.84 $10.3K - $10.3K
4.29K $368K
GBIL
Goldman Sachs Access Treasury

ETFs
55
+ 1.88%
$99.7 - $100.3 $5.48K - $5.52K
2.98K $299K
ARCC
Ares Capital Corp

Financial Services
93
+ 0.47%
$19.8 - $21.28 $1.84K - $1.98K
19.9K $416K
PLUG
Plug Power Inc

Industrials
1K
+ 8.64%
$1.61 - $3.34 $1.61K - $3.34K
12.6K $28K
STZ
Constellation Brands, Inc.

Consumer Defensive
4
+ 0.14%
$236.42 - $259.82 $946 - $1.04K
2.94K $756K
DDD
3 D Systems Corp

Technology
2K
+ 10.31%
$1.88 - $4.1 $3.76K - $8.2K
21.4K $60K
ET
Energy Transfer LP

Energy
256
+ 1.48%
$15.43 - $16.44 $3.95K - $4.21K
17.5K $281K
NRZ
New Residential Investment Corp.

Real Estate
97
+ 0.32%
N/A
30.4K $220K
Sila Realty Trust Inc
800
+ 7.03%
N/A
12.2K $0
Flutter Entmt PLC
3
+ 0.16%
N/A
1.91K $0
Blackrock ETF Trust Ii
1.83K
+ 8.84%
N/A
22.6K $0
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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