Axxcess Wealth Management, LLC New Holdings in Q4 2024

Axxcess Wealth Management, LLC

  • $3.96 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
243K
New
$50.23 - $50.47 $12.2M - $12.3M
243K $12.2M
SPD
Simplify Exch Trad Fds Us Eq P

ETFs
285K
New
$33.07 - $35.18 $9.42M - $10M
285K $9.5M
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
28.4K
New
$109.14 - $121.63 $3.1M - $3.46M
28.4K $3.12M
IYR
Ishares Tr

ETFs
24K
New
$90.74 - $102.87 $2.17M - $2.46M
24K $2.23M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
27.9K
New
$73.49 - $86.09 $2.05M - $2.4M
27.9K $2.15M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
15.6K
New
$119.61 - $136.3 $1.86M - $2.12M
15.6K $1.92M
VONV
Vanguard Russell 1000 Value Et

ETFs
22.8K
New
$80.87 - $87.69 $1.84M - $2M
22.8K $1.85M
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
12K
New
$150.51 - $170.38 $1.81M - $2.04M
12K $1.83M
UWM
Proshares Ultra Russell 2000

ETFs
30.4K
New
$41.07 - $50.82 $1.25M - $1.55M
30.4K $1.27M
IDCC
Inter Digital, Inc.

Communication Services
6.32K
New
$142.61 - $200.59 $902K - $1.27M
6.32K $1.22M
SPDN
Direxion Shs ETF Tr Daily S&P

ETFs
77K
New
$10.71 - $11.38 $825K - $876K
77K $847K
DTM
Dt Midstream, Inc.

Energy
7.69K
New
$78.85 - $108.56 $606K - $835K
7.69K $764K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
59.9K
New
$7.83 - $8.16 $469K - $489K
59.9K $471K
IEP
Icahn Enterprises L.P.

Industrials
51.5K
New
$8.67 - $15.49 $447K - $798K
51.5K $446K
JPIB
Jpmorgan International Bond Op

ETFs
9.25K
New
$47.26 - $48.47 $437K - $449K
9.25K $437K
HMC
Honda Motor CO LTD

Consumer Cyclical
14.4K
New
$23.7 - $32.62 $342K - $471K
14.4K $412K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
9.62K
New
$42.33 - $43.3 $407K - $416K
9.62K $409K
QBTS
D Wave Quantum Inc.

Technology
48.2K
New
$0.89 - $9.91 $42.9K - $478K
48.2K $403K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.84K
New
$201.32 - $217.44 $370K - $399K
1.84K $380K
PFM
Invesco Exchange Traded Fd Tr

ETFs
8.14K
New
$45.72 - $48.2 $372K - $392K
8.14K $373K
ONON
On Holding Ag

Consumer Cyclical
6.77K
New
$46.3 - $59.54 $313K - $403K
6.77K $370K
GTLS
Chart Industries Inc

Industrials
1.75K
New
$119.65 - $202.35 $209K - $354K
1.75K $333K
JBBB
Janus Detroit Str Tr Henderson

ETFs
6.7K
New
$48.59 - $49.45 $326K - $331K
6.7K $329K
LONZ
Pimco ETF Tr Sr Ln Active Exch

ETFs
6.35K
New
$50.81 - $51.59 $323K - $327K
6.35K $324K
TTWO
Take Two Interactive Software Inc

Communication Services
1.67K
New
$147.66 - $190.46 $246K - $317K
1.67K $306K
TRGP
Targa Resources Corp.

Energy
1.72K
New
$150.58 - $207.69 $259K - $357K
1.72K $306K
ISCV
Ishares Morningstar Small Cap

ETFs
4.81K
New
$62.21 - $69.5 $299K - $334K
4.81K $305K
BOCT
Innovator U.S. Equity Buffer E

ETFs
6.67K
New
$42.04 - $44.04 $280K - $294K
6.67K $288K
EQT
Eqt Corp

Energy
6.23K
New
$35.62 - $46.89 $222K - $292K
6.23K $287K
FANG
Diamondback Energy, Inc.

Energy
1.7K
New
$153.06 - $199.5 $260K - $339K
1.7K $278K
SPHB
Invesco ETF Tr Ii S&P 500 High

ETFs
2.83K
New
$86.6 - $95.01 $245K - $269K
2.83K $250K
BGLD
First Exch Tr Fd Cboe Vest Gol

ETFs
13.3K
New
$18.17 - $23.45 $242K - $313K
13.3K $244K
EXLS
Exl Service Holdings, Inc.

Technology
5.49K
New
$38.1 - $47.02 $209K - $258K
5.49K $243K
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
7.04K
New
$34.21 - $38.73 $241K - $273K
7.04K $240K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
2.18K
New
$87.56 - $119.8 $190K - $261K
2.18K $238K
USXF
Ishares Esg Advanced Msci Usa

Technology
4.8K
New
$48.45 - $52.57 $233K - $253K
4.8K $238K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
3.46K
New
$63.19 - $73.31 $218K - $253K
3.46K $237K
NET
Cloudflare, Inc.

Technology
2.17K
New
$78.11 - $117.56 $170K - $255K
2.17K $233K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
4.48K
New
$51.33 - $53.74 $230K - $241K
4.48K $230K
RGTI
Rigetti Computing, Inc.

Technology
15K
New
$0.74 - $17.08 $11.1K - $256K
15K $230K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
4.38K
New
$52.1 - $57.26 $228K - $251K
4.38K $228K
VFH
Vanguard Financial ETF

ETFs
1.88K
New
$108.87 - $126.2 $204K - $237K
1.88K $221K
EVR
Evercore Inc.

Financial Services
794
New
$247.66 - $315.67 $197K - $251K
794 $220K
KTF
Dws Municipal Income Trust

Financial Services
22.5K
New
$9.43 - $10.2 $212K - $229K
22.5K $212K
TRMB
Trimble Inc.

Technology
3K
New
$60.21 - $75.4 $181K - $226K
3K $211K
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
3.42K
New
$59.24 - $74.8 $203K - $256K
3.42K $209K
VIS
Vanguard Industrial ETF

ETFs
808
New
$254.39 - $279.7 $206K - $226K
808 $205K
CALM
Cal Maine Foods Inc

Consumer Defensive
1.97K
New
$75.41 - $112.24 $149K - $221K
1.97K $202K
TRIN
Trinity Capital Inc.

Financial Services
10.9K
New
$13.11 - $14.87 $143K - $162K
10.9K $157K
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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