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
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
4.47K
+ 32.49%
$22.18 - $23.36 $99.1K - $104K
18.2K $407K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
449
+ 3.44%
$40.79 - $50.93 $18.3K - $22.9K
13.5K $688K
AEM
Agnico Eagle Mines LTD

Basic Materials
329
+ 6.87%
$99.48 - $124.46 $32.7K - $40.9K
5.12K $608K
SHV
Ishares Tr

ETFs
814
+ 3.38%
$110.06 - $110.46 $89.6K - $89.9K
24.9K $2.75M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
1.67K
+ 7.56%
$48.5 - $49.35 $81K - $82.5K
23.8K $1.17M
IR
Ingersoll Rand Inc.

Industrials
889
+ 25.96%
$66.75 - $84.94 $59.3K - $75.5K
4.31K $358K
TDG
Trans Digm Group Inc

Industrials
12
+ 2.58%
$1231.75 - $1520.64 $14.8K - $18.2K
478 $726K
D
Dominion Energy, Inc

Utilities
970
+ 1.65%
$49.66 - $58.0 $48.2K - $56.3K
59.9K $3.38M
WM
Waste Management Inc

Industrials
497
+ 3.85%
$216.47 - $242.1 $108K - $120K
13.4K $3.07M
AVB
Avalonbay Communities Inc

Real Estate
499
+ 23.78%
$187.23 - $215.61 $93.4K - $108K
2.6K $528K
BKNG
Booking Holdings Inc.

Consumer Cyclical
1
+ 1.75%
$4164.15 - $5789.24 $4.16K - $5.79K
58 $335K
IEP
Icahn Enterprises L.P.

Industrials
15.4K
+ 29.94%
$7.81 - $9.75 $120K - $150K
67K $539K
USXF
Ishares Esg Advanced Msci Usa

Technology
558
+ 10.97%
$41.54 - $53.93 $23.2K - $30.1K
5.65K $304K
ELV
Elevance Health, Inc.

Healthcare
305
+ 26.97%
$372.27 - $452.69 $114K - $138K
1.44K $558K
TXT
Textron Inc

Industrials
43
+ 0.55%
$60.72 - $80.34 $2.61K - $3.45K
7.79K $625K
QLV
Flexshares Us Quality Low Vola

ETFs
648
+ 6.89%
$59.53 - $68.1 $38.6K - $44.1K
10.1K $684K
IBKR
Interactive Brokers Group, Inc.

Financial Services
5.67K
+ 248.36%
$50.53 - $212.53 $287K - $1.21M
7.95K $440K
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
1.62K
+ 15.96%
$22.61 - $26.12 $36.7K - $42.4K
11.8K $308K
HCI
Hci Group, Inc.

Financial Services
215
+ 2.24%
$137.07 - $171.28 $29.5K - $36.8K
9.81K $1.49M
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
264
+ 2.09%
$32.02 - $39.74 $8.45K - $10.5K
12.9K $510K
ALLE
Allegion PLC

Industrials
190
+ 7.99%
$118.52 - $145.64 $22.5K - $27.7K
2.57K $370K
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.15K
+ 2.37%
$63.54 - $68.5 $72.9K - $78.6K
49.5K $3.34M
HLI
Houlihan Lokey, Inc.

Financial Services
34
+ 1.23%
$141.59 - $182.75 $4.81K - $6.21K
2.8K $504K
ITW
Illinois Tool Works Inc

Industrials
248
+ 2.43%
$218.41 - $252.43 $54.2K - $62.6K
10.5K $2.59M
IXC
Ishares Tr Global Energy ETF

ETFs
2.24K
+ 17.23%
$34.69 - $42.32 $77.7K - $94.8K
15.2K $598K
NWSA
News Corp

Communication Services
250
+ 1.39%
$23.97 - $29.72 $5.99K - $7.43K
18.3K $542K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
1.76K
+ 23.31%
$45.92 - $50.78 $80.9K - $89.5K
9.32K $435K
FDX
Fedex Corp

Industrials
561
+ 11.73%
$198.07 - $245.17 $111K - $138K
5.34K $1.21M
DOV
Dover Corp

Industrials
3
+ 0.05%
$151.14 - $186.7 $453 - $560
6.32K $1.16M
LUV
Southwest Airlines CO

Industrials
1.91K
+ 15.67%
$24.04 - $34.36 $45.8K - $65.5K
14.1K $456K
SUB
Ishares Short Term National Mu

ETFs
396
+ 9.35%
$104.77 - $106.34 $41.5K - $42.1K
4.63K $492K
VOT
Vanguard Mid Cap Growth Index

ETFs
11
+ 1.04%
$216.28 - $284.39 $2.38K - $3.13K
1.06K $302K
PPL
Ppl Corp

Utilities
1.83K
+ 22.97%
$33.45 - $36.5 $61.1K - $66.7K
9.79K $331K
TXG
10x Genomics, Inc.

Healthcare
536
+ 4.08%
$7.14 - $11.73 $3.83K - $6.29K
13.7K $158K
NVO
Novo Nordisk A S

Healthcare
780
+ 2.68%
$58.08 - $81.05 $45.3K - $63.2K
29.8K $2.06M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
683
+ 12.99%
$107.83 - $119.94 $73.6K - $81.9K
5.94K $640K
TDY
Teledyne Technologies Inc

Technology
57
+ 8.3%
$435.54 - $512.31 $24.8K - $29.2K
744 $381K
JPIB
Jpmorgan International Bond Op

ETFs
505
+ 2.62%
$47.18 - $48.62 $23.8K - $24.6K
19.8K $960K
NTLA
Intellia Therapeutics, Inc.

Healthcare
247
+ 1.57%
$6.28 - $9.67 $1.55K - $2.39K
16K $149K
DTM
Dt Midstream, Inc.

Energy
34
+ 1.35%
$87.23 - $109.91 $2.97K - $3.74K
2.55K $279K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
766
+ 2.55%
$45.2 - $46.6 $34.6K - $35.7K
30.8K $1.43M
EMHC
Spdr Bloomberg Emerging Market
813
+ 2.17%
$23.06 - $24.61 $18.7K - $20K
38.4K $943K
AVSE
American Centy ETF Tr Avantis

ETFs
28
+ 0.62%
$45.56 - $58.63 $1.28K - $1.64K
4.51K $264K
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
1.58K
+ 4.1%
$23.36 - $24.11 $37K - $38.1K
40.2K $957K
EEMA
Ishares Msci Emerging Markets

ETFs
7
+ 0.2%
$64.59 - $83.0 $452 - $581
3.42K $282K
AIG
American International Group, Inc.

Financial Services
480
+ 5.27%
$77.56 - $87.72 $37.2K - $42.1K
9.59K $820K
AVSU
American Centy ETF Tr Avantis

ETFs
5
+ 0.11%
$55.22 - $68.6 $276 - $343
4.71K $322K
QLVD
Flexshares Dev Mkts Ex Us Qty

ETFs
254
+ 3.29%
$26.76 - $31.45 $6.8K - $7.99K
7.97K $248K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
368
+ 3.76%
$51.1 - $53.29 $18.8K - $19.6K
10.2K $541K
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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