Axxcess Wealth Management, LLC Incresed Positions in Q4 2024

Axxcess Wealth Management, LLC

  • $3.96 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MCD
Mcdonalds Corp

Consumer Cyclical
169
+ 0.64%
$288.47 - $316.54 $48.8K - $53.5K
26.6K $7.72M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
354
+ 0.04%
$50.37 - $50.6 $17.8K - $17.9K
998K $50.3M
NTAP
Net App, Inc.

Technology
314
+ 0.6%
$115.31 - $131.11 $36.2K - $41.2K
52.9K $6.14M
HSY
Hershey CO

Consumer Defensive
132
+ 0.78%
$168.67 - $193.65 $22.3K - $25.6K
17K $2.88M
CAT
Caterpillar Inc

Industrials
549
+ 2.72%
$360.37 - $416.88 $198K - $229K
20.7K $7.51M
PFE
Pfizer Inc

Healthcare
1.7K
+ 0.88%
$24.8 - $30.19 $42.1K - $51.2K
195K $5.17M
ROP
Roper Technologies Inc

Industrials
45
+ 0.35%
$519.85 - $575.95 $23.4K - $25.9K
12.7K $6.62M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
9.03K
+ 1.0%
$36.54 - $37.53 $330K - $339K
914K $33.6M
TSCO
Tractor Supply CO

Consumer Cyclical
28.7K
+ 345.09%
$52.59 - $303.74 $1.51M - $8.72M
37K $1.97M
CL
Colgate Palmolive CO

Consumer Defensive
117
+ 0.3%
$90.22 - $102.31 $10.6K - $12K
38.8K $3.53M
SCHX
Schwab Strategic Tr Us Large C

ETFs
107K
+ 155.09%
$22.4 - $68.28 $2.4M - $7.3M
176K $4.08M
CGXU
Capital Group Intl Focus Equit

ETFs
6.74K
+ 1.96%
$24.67 - $26.94 $166K - $181K
350K $8.63M
ABBV
Abb Vie Inc.

Healthcare
3.57K
+ 5.51%
$164.99 - $203.87 $589K - $728K
68.3K $12.1M
NVO
Novo Nordisk A S

Healthcare
2.29K
+ 8.32%
$85.0 - $120.04 $194K - $274K
29.7K $2.56M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
9.45K
+ 1.59%
$42.84 - $45.38 $405K - $429K
605K $26M
AMD
Advanced Micro Devices Inc

Technology
1.74K
+ 6.13%
$118.88 - $172.8 $207K - $301K
30.1K $3.64M
DOW
Dow Inc.

Basic Materials
634
+ 0.72%
$39.1 - $55.34 $24.8K - $35.1K
88.6K $3.55M
NEE
Nextera Energy Inc

Utilities
829
+ 0.77%
$69.77 - $85.43 $57.8K - $70.8K
109K $7.8M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
6.17K
+ 1.11%
$38.37 - $42.82 $237K - $264K
565K $21.7M
LLY
Eli Lilly & CO

Healthcare
1.17K
+ 5.14%
$727.2 - $932.06 $852K - $1.09M
24K $18.5M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
93.2K
+ 6.38%
$34.13 - $37.35 $3.18M - $3.48M
1.55M $53M
VTC
Vanguard Scottsdale Fds Total

ETFs
7.2K
+ 1.01%
$75.59 - $79.31 $544K - $571K
719K $54.4M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
12K
+ 1.66%
$44.04 - $49.49 $527K - $592K
730K $32.2M
BLDR
Builders First Source, Inc.

Industrials
599
+ 1.33%
$142.93 - $198.25 $85.6K - $119K
45.8K $6.55M
IDEV
Ishares Core Msci Intl Develop

ETFs
23.3K
+ 1.83%
$64.18 - $70.42 $1.49M - $1.64M
1.29M $83.3M
ITB
Ishares Tr

ETFs
9.49K
+ 2.74%
$103.31 - $129.34 $980K - $1.23M
356K $36.8M
Activity Summary
Buys All Purchases 447 New Holdings 70 Increased Positions 377 Sells All Sells 354 Reductions 354 Sold out 0 Options Calls 0 Puts 1
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