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
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
218
+ 0.71%
$50.25 - $55.9 $11K - $12.2K
30.9K $1.59M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
1.25K
+ 6.85%
$94.32 - $110.46 $118K - $138K
19.5K $1.88M
TXG
10x Genomics, Inc.

Healthcare
482
+ 3.81%
$8.73 - $16.31 $4.21K - $7.86K
13.1K $114K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
2.63K
+ 9.41%
$67.24 - $84.27 $177K - $221K
30.5K $2.08M
DOV
Dover Corp

Industrials
32
+ 0.51%
$174.65 - $206.43 $5.59K - $6.61K
6.31K $1.11M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
18
+ 0.76%
$522.96 - $601.18 $9.41K - $10.8K
2.39K $1.27M
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
3.56K
+ 3.67%
$49.85 - $56.22 $177K - $200K
101K $5.11M
DHR
Danaher Corp

Healthcare
1.02K
+ 8.6%
$201.62 - $250.59 $206K - $256K
12.9K $2.65M
HBAN
Huntington Bancshares Inc

Financial Services
584
+ 0.81%
$14.28 - $17.39 $8.34K - $10.2K
72.9K $1.09M
ZBRA
Zebra Technologies Corp

Technology
31
+ 3.45%
$271.72 - $421.11 $8.42K - $13.1K
929 $262K
FIX
Comfort Systems Usa Inc

Industrials
495
+ 19.74%
$313.26 - $550.27 $155K - $272K
3K $967K
IVW
Ishares S&P 500 Growth ETF

ETFs
422
+ 2.62%
$92.45 - $106.69 $39K - $45K
16.5K $1.54M
SSO
Proshares Ultra S&P 500

ETFs
22.5K
+ 11.06%
$80.57 - $100.21 $1.81M - $2.25M
226K $18.7M
PEP
Pepsico Inc

Consumer Defensive
198
+ 0.28%
$142.64 - $156.42 $28.2K - $31K
70.4K $10.6M
DAL
Delta Air Lines, Inc.

Industrials
665
+ 6.9%
$43.6 - $69.06 $29K - $45.9K
10.3K $449K
SCHX
Schwab Strategic Tr Us Large C

ETFs
2.56K
+ 1.46%
$21.75 - $24.28 $55.7K - $62.2K
178K $3.94M
VUG
Vanguard Growth ETF

ETFs
305
+ 4.67%
$369.1 - $427.61 $113K - $130K
6.84K $2.54M
PBUS
Invesco ETF Tr Ii Purebeta Msc

ETFs
18.4K
+ 4.32%
$55.29 - $61.72 $1.02M - $1.13M
444K $24.9M
AVUV
American Centy ETF Tr Avantis

ETFs
617
+ 2.12%
$84.95 - $100.62 $52.4K - $62.1K
29.7K $2.59M
TTD
Trade Desk, Inc.

Technology
96
+ 2.7%
$53.59 - $126.58 $5.14K - $12.2K
3.66K $200K
AMAT
Applied Materials Inc

Technology
1.41K
+ 5.61%
$145.06 - $195.51 $205K - $276K
26.6K $3.85M
URNM
Sprott Fds Tr Uranium Miners E

ETFs
1.8K
+ 4.78%
$32.41 - $44.87 $58.4K - $80.8K
39.5K $1.28M
AI
C3.Ai, Inc.

Technology
400
+ 1.6%
$20.92 - $36.93 $8.37K - $14.8K
25.4K $534K
APO
Apollo Global Management, Inc.

Financial Services
728
+ 4.11%
$126.01 - $172.06 $91.7K - $125K
18.5K $2.53M
BLDR
Builders First Source, Inc.

Industrials
1.73K
+ 3.78%
$122.8 - $173.51 $213K - $300K
47.5K $5.94M
NTAP
Net App, Inc.

Technology
1.47K
+ 2.78%
$87.84 - $126.3 $129K - $186K
54.4K $4.78M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
741
+ 0.08%
$53.6 - $58.97 $39.7K - $43.7K
902K $49.4M
ITB
Ishares Tr

ETFs
9.44K
+ 2.65%
$93.86 - $111.45 $886K - $1.05M
366K $34.8M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
7.63K
+ 1.01%
$57.21 - $65.8 $437K - $502K
764K $44.6M
AMZN
Amazon Com Inc

Consumer Cyclical
6.56K
+ 2.47%
$190.26 - $242.06 $1.25M - $1.59M
272K $51.7M
TSLA
Tesla, Inc.

Consumer Cyclical
4.35K
+ 7.31%
$222.15 - $428.22 $966K - $1.86M
63.8K $16.5M
NVDA
Nvidia Corp

Technology
48.2K
+ 9.56%
$106.98 - $149.43 $5.15M - $7.2M
552K $59.8M
MSFT
Microsoft Corp

Technology
3.53K
+ 1.76%
$375.39 - $447.2 $1.33M - $1.58M
204K $76.5M
AVGO
Broadcom Inc.

Technology
9K
+ 4.95%
$167.43 - $244.7 $1.51M - $2.2M
191K $32M
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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