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
FTCS
First Trust Capital Strength E

ETFs
100
+ 0.7%
$81.6 - $92.39 $8.16K - $9.24K
14.5K $1.32M
WELL
Welltower Inc.

Real Estate
149
+ 2.27%
$136.49 - $155.22 $20.3K - $23.1K
6.71K $1.03M
RSG
Republic Services, Inc.

Industrials
16
+ 0.33%
$227.2 - $258.07 $3.64K - $4.13K
4.86K $1.2M
AVSF
American Centy ETF Tr Avantis

ETFs
173
+ 0.31%
$46.28 - $47.03 $8.01K - $8.14K
56.5K $2.66M
SRLN
Ssga Active Trust

ETFs
311
+ 1.49%
$39.47 - $41.59 $12.3K - $12.9K
21.2K $883K
VIG
Vanguard Dividend Appreciation

ETFs
129
+ 0.84%
N/A
15.5K $2.83M
ICF
Ishares Tr

ETFs
377
+ 5.15%
$54.56 - $62.47 $20.6K - $23.6K
7.69K $470K
IVE
Ishares S&P 500 Value ETF

ETFs
34
+ 1.19%
$168.34 - $195.42 $5.72K - $6.64K
2.9K $565K
PMAR
Innovator U.S. Equity Power Bu

ETFs
100
+ 1.64%
$37.18 - $42.23 $3.72K - $4.22K
6.21K $262K
EPS
Wisdomtree U.S. Largecap Fund

ETFs
49
+ 1.4%
$52.66 - $64.01 $2.58K - $3.14K
3.56K $227K
GDV
Gabelli Dividend & Income Trust

Financial Services
54
+ 0.64%
$21.11 - $26.01 $1.14K - $1.4K
8.43K $219K
SLB
Schlumberger Limited

Energy
5.06K
+ 25.94%
$31.95 - $42.2 $162K - $213K
24.6K $829K
DVYE
Ishares Emerging Markets Divid

ETFs
124
+ 1.54%
$23.95 - $29.03 $2.97K - $3.6K
8.2K $234K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
89
+ 0.23%
$7.6 - $8.89 $676 - $791
39K $346K
DBND
Doubleline ETF Tr Opportunisti

ETFs
173
+ 1.49%
$45.18 - $46.32 $7.82K - $8.01K
11.8K $543K
SONY
Sony Group Corp

Technology
77
+ 0.72%
$21.24 - $26.88 $1.64K - $2.07K
10.7K $279K
PPH
Vaneck ETF Tr Vaneck Pharmaceu

ETFs
416
+ 4.78%
$80.28 - $91.78 $33.4K - $38.2K
9.11K $801K
MSCI
Msci Inc.

Financial Services
3
+ 0.51%
$506.56 - $576.74 $1.52K - $1.73K
591 $340K
BOE
Black Rock Enhanced Global Dividend Trust

Financial Services
69
+ 0.54%
$9.66 - $11.35 $667 - $783
13K $147K
GPC
Genuine Parts CO

Consumer Cyclical
8
+ 0.33%
$105.54 - $129.09 $844 - $1.03K
2.43K $294K
CB
Chubb LTD

Financial Services
114
+ 5.08%
$274.32 - $302.46 $31.3K - $34.5K
2.36K $682K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
90
+ 0.75%
$28.21 - $28.85 $2.54K - $2.6K
12K $345K
LIT
Global X Fds Global X Lithium

ETFs
250
+ 1.9%
$31.82 - $39.24 $7.96K - $9.81K
13.4K $514K
DNP
Dnp Select Income Fund Inc

Financial Services
877
+ 1.71%
$8.89 - $9.88 $7.8K - $8.66K
52K $509K
CBSH
Commerce Bancshares Inc

Financial Services
58
+ 0.44%
$55.42 - $65.63 $3.21K - $3.81K
13.1K $816K
ARCC
Ares Capital Corp

Financial Services
323
+ 1.6%
$18.91 - $22.43 $6.11K - $7.24K
20.5K $449K
STZ
Constellation Brands, Inc.

Consumer Defensive
355
+ 13.27%
$160.0 - $195.62 $56.8K - $69.4K
3.03K $492K
DHR
Danaher Corp

Healthcare
500
+ 3.87%
$174.64 - $205.16 $87.3K - $103K
13.4K $2.65M
INGR
Ingredion Inc

Consumer Defensive
4
+ 0.21%
$123.22 - $140.95 $493 - $564
1.9K $257K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
959
+ 1.27%
$48.13 - $49.85 $46.2K - $47.8K
76.7K $3.76M
XLP
Consumer Staples Sector Spdr

ETFs
24
+ 0.09%
N/A
27.8K $2.11M
NRZ
New Residential Investment Corp.

Real Estate
231
+ 1.37%
N/A
17.1K $123K
Cooper Cos Inc
72
+ 0.98%
N/A
7.45K $0
Blackrock Inc
348
+ 12.78%
N/A
3.07K $0
Talen Energy Corp
415
+ 10.7%
N/A
4.29K $0
DWAC
Digital World Acquisition Corp.

Financial Services
10K
+ 39.84%
N/A
35.1K $0
MOAT
Vaneck Morningstar Wide Moat E

ETFs
2
+ 0.01%
N/A
14.8K $1.27M
Brookfield Corp
42
+ 0.85%
N/A
5.01K $0
T Rowe Price ETF Inc
5.47K
+ 67.51%
N/A
13.6K $0
Zacks Trust
1.17K
+ 8.93%
N/A
14.3K $0
Tempus Ai Inc
481
+ 6.24%
N/A
8.19K $0
Capital Group Core Balanced
2.2K
+ 22.0%
N/A
12.2K $0
Flyexclusive Inc
19K
+ 126.06%
N/A
34K $0
Proshares Tr
49.1K
+ 24.66%
N/A
248K $0
Invesco Exchange Traded Fd T
2.83K
+ 6.82%
N/A
44.4K $0
Ark 21 Shares Bitcoin ETF
16.2K
+ 161.82%
N/A
26.2K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
19
+ 0.13%
N/A
15K $0
Lithium Amers Corp New
4.2K
+ 33.92%
N/A
16.6K $0
CARY
Angel Oak Fds Tr Income Etf(De
24.8K
+ 7.21%
N/A
369K $0
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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