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
ETF Opportunities Trust
1.04K
+ 1.48%
N/A
71.2K $0
PFM
Invesco Exchange Traded Fd Tr

ETFs
22
+ 0.27%
$44.92 - $48.18 $988 - $1.06K
8.17K $373K
Ge Vernova Inc
1.58K
+ 39.22%
N/A
5.62K $0
XONE
Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF

Industrial Goods
3.08K
+ 70.24%
N/A
7.46K $0
Te Connectivity PLC
1.56K
+ 68.92%
N/A
3.82K $0
Ishares Tr
16
+ 0.03%
N/A
48.9K $0
Ishares Bitcoin Trust ETF
60K
+ 71.16%
N/A
144K $0
Tempus Ai Inc
1.15K
+ 17.5%
N/A
7.71K $0
Invesco Exchange Traded Fd T
740
+ 1.81%
N/A
41.5K $0
J P Morgan Exchange Traded F
9.89K
+ 23.76%
N/A
51.5K $0
Aegon LTD
170
+ 1.6%
N/A
10.8K $0
Lam Research Corp
2.75K
+ 34.8%
N/A
10.7K $0
J P Morgan Exchange Traded F
32.7K
+ 401.49%
N/A
40.8K $0
Flutter Entmt PLC
227
+ 11.75%
N/A
2.16K $0
Brookfield Corp
130
+ 2.69%
N/A
4.97K $0
HEIA
Heico Crp Cl A
3.3K
+ 228.99%
N/A
4.74K $0
NDSN
Nordson Corp

Industrials
47
+ 3.39%
$200.12 - $224.07 $9.41K - $10.5K
1.44K $289K
USXF
Ishares Esg Advanced Msci Usa

Technology
283
+ 5.89%
$46.38 - $52.65 $13.1K - $14.9K
5.09K $237K
FLQM
Franklin Templeton ETF Tr Libe

ETFs
313
+ 2.21%
$51.3 - $56.76 $16.1K - $17.8K
14.5K $766K
EFX
Equifax Inc

Industrials
51
+ 3.79%
$235.63 - $278.34 $12K - $14.2K
1.4K $339K
XLI
Industrial Sector Spdr

ETFs
41
+ 0.29%
$128.78 - $141.67 $5.28K - $5.81K
14.1K $1.84M
RIG
Transocean Ltd.

Energy
1K
+ 7.77%
$2.67 - $4.28 $2.67K - $4.28K
13.9K $43K
PENN
Penn National Gaming Inc

Consumer Cyclical
5K
+ 19.55%
$16.23 - $22.73 $81.2K - $114K
30.6K $498K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
7
+ 0.05%
$65.27 - $71.18 $457 - $498
13.2K $873K
EMN
Eastman Chemical CO

Basic Materials
2
+ 0.06%
$87.05 - $103.47 $174 - $207
3.11K $273K
CHH
Choice Hotels International Inc

Consumer Cyclical
55
+ 2.85%
$127.89 - $155.97 $7.03K - $8.58K
1.99K $263K
BKNG
Booking Holdings Inc.

Consumer Cyclical
2
+ 3.64%
$4295.4 - $5141.88 $8.59K - $10.3K
57 $262K
ET
Energy Transfer LP

Energy
320
+ 1.81%
$17.26 - $21.08 $5.52K - $6.75K
18K $335K
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
279
+ 2.7%
$70.83 - $76.62 $19.8K - $21.4K
10.6K $753K
POOL
Pool Corp

Industrials
34
+ 3.16%
$314.92 - $364.31 $10.7K - $12.4K
1.11K $353K
ATR
Aptargroup, Inc.

Healthcare
1
+ 0.06%
$141.7 - $159.83 $142 - $160
1.58K $233K
MTD
Mettler Toledo International Inc

Healthcare
18
+ 2.07%
$1177.09 - $1390.0 $21.2K - $25K
888 $1.05M
DDD
3 D Systems Corp

Technology
2.61K
+ 14.19%
$2.12 - $4.72 $5.53K - $12.3K
21K $44K
FITB
Fifth Third Bancorp

Financial Services
35
+ 0.6%
$37.48 - $44.96 $1.31K - $1.57K
5.86K $229K
AVSU
American Centy ETF Tr Avantis

ETFs
5
+ 0.11%
$61.4 - $69.08 $307 - $345
4.7K $293K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
7.93K
+ 3.22%
$24.88 - $26.85 $197K - $213K
255K $6.43M
VTRS
Viatris Inc

Healthcare
2.63K
+ 22.2%
$8.68 - $12.42 $22.8K - $32.7K
14.5K $126K
SAIA
Saia Inc

Industrials
122
+ 20.07%
$349.29 - $508.47 $42.6K - $62K
730 $255K
ABR
Arbor Realty Trust Inc

Real Estate
385
+ 3.06%
$11.68 - $13.98 $4.5K - $5.38K
13K $152K
OKE
Oneok Inc

Energy
13
+ 0.06%
$89.57 - $109.85 $1.16K - $1.43K
20.4K $2.03M
ZWS
Zurn Water Solutions Corp

Industrials
358
+ 3.93%
$32.38 - $39.44 $11.6K - $14.1K
9.46K $312K
AIQ
Global X Funds Global X Artifi

ETFs
893
+ 3.39%
$36.38 - $42.77 $32.5K - $38.2K
27.3K $992K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
587
+ 3.48%
$69.69 - $79.99 $40.9K - $47K
17.5K $1.25M
VGT
Vanguard Information Technolog

ETFs
433
+ 12.59%
$542.38 - $646.34 $235K - $280K
3.87K $2.1M
VST
Vistra Corp.

Utilities
919
+ 12.75%
$108.49 - $191.89 $99.7K - $176K
8.13K $954K
CRSP
Crispr Therapeutics Ag

Healthcare
393
+ 3.96%
$34.03 - $53.02 $13.4K - $20.8K
10.3K $350K
SOXX
Ishares Semiconductor ETF

ETFs
1
+ 0.06%
$188.17 - $235.81 $188 - $236
1.57K $295K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
100
+ 0.17%
$10.61 - $16.49 $1.06K - $1.65K
57.6K $717K
BSY
Bentley Systems Inc

Technology
301
+ 3.68%
$39.34 - $47.7 $11.8K - $14.4K
8.47K $333K
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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