Axxcess Wealth Management, LLC New Holdings in Q1 2025

Axxcess Wealth Management, LLC

  • $3.59 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
RWL
Invesco Exchange Traded Fd Tr

ETFs
59.7K
New
$96.9 - $104.39 $5.79M - $6.24M
59.7K $5.93M
DFAU
Dimensional ETF Tr

ETFs
151K
New
$37.84 - $42.29 $5.72M - $6.39M
151K $5.81M
HYHG
Proshares High Yield Interest

ETFs
79K
New
$64.04 - $66.96 $5.06M - $5.29M
79K $5.06M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
145K
New
$32.42 - $36.13 $4.71M - $5.25M
145K $4.79M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
89.1K
New
$49.69 - $50.76 $4.43M - $4.52M
89.1K $4.45M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
145K
New
$18.36 - $20.51 $2.67M - $2.98M
145K $2.88M
DUHP
Dimensional ETF Tr Dimensional

ETFs
84.1K
New
$32.57 - $35.82 $2.74M - $3.01M
84.1K $2.79M
DFAX
Dimensional ETF Tr
95.8K
New
$24.45 - $27.2 $2.34M - $2.61M
95.8K $2.51M
BRK-A
Berkshire Hathaway Inc

Financial Services
3
New
$663000.0 - $801950.0 $1.99M - $2.41M
3 $2.4M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
88.9K
New
$25.35 - $27.46 $2.25M - $2.44M
88.9K $2.35M
MLPX
Global X Mlp & Energy Infrastr

ETFs
26.7K
New
$59.6 - $67.2 $1.59M - $1.79M
26.7K $1.7M
DFIV
Dimensional ETF Tr

ETFs
42.5K
New
$35.33 - $40.77 $1.5M - $1.73M
42.5K $1.67M
DGRO
Ishares Core Dividend Growth E

ETFs
26.4K
New
$60.46 - $64.42 $1.6M - $1.7M
26.4K $1.63M
GFL
Gfl Environmental Inc.

Industrials
33.3K
New
$41.72 - $48.8 $1.39M - $1.62M
33.3K $1.61M
EWW
Ishares Inc Msci Mexico ETF

ETFs
27K
New
N/A
27K $1.54M
DFAS
Dimensional ETF Tr U S Small C

ETFs
25.4K
New
$58.81 - $68.2 $1.49M - $1.73M
25.4K $1.52M
HCI
Hci Group, Inc.

Financial Services
9.59K
New
$110.25 - $150.47 $1.06M - $1.44M
9.59K $1.43M
CAH
Cardinal Health Inc

Healthcare
10.3K
New
$118.02 - $137.77 $1.22M - $1.43M
10.3K $1.43M
CVCO
Cavco Industries Inc.

Consumer Cyclical
2.64K
New
$431.31 - $539.1 $1.14M - $1.43M
2.64K $1.37M
DFUS
Dimensional ETF Tr U S Equity

ETFs
19.5K
New
$59.61 - $66.71 $1.16M - $1.3M
19.5K $1.18M
SPLB
Spdr Portfolio Long Term Corpo

ETFs
46.7K
New
$21.73 - $23.02 $1.01M - $1.07M
46.7K $1.05M
WELL
Welltower Inc.

Real Estate
6.56K
New
$124.05 - $156.86 $814K - $1.03M
6.56K $1.01M
SPEU
Spdr Index Shs Fds Spdr Portfo

ETFs
22.5K
New
$39.53 - $46.13 $890K - $1.04M
22.5K $991K
SE
Sea LTD

Consumer Cyclical
7.37K
New
$104.87 - $146.31 $773K - $1.08M
7.37K $961K
MWA
Mueller Water Products, Inc.

Industrials
36.8K
New
$21.65 - $28.24 $797K - $1.04M
36.8K $935K
DFIC
Dimensional ETF Tr Dimensional

ETFs
33.4K
New
$25.54 - $28.79 $852K - $961K
33.4K $926K
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
38.6K
New
$23.87 - $24.35 $921K - $939K
38.6K $924K
GTO
Invesco Actively Managed ETF T

ETFs
18.6K
New
$45.9 - $47.37 $854K - $882K
18.6K $873K
NRG
Nrg Energy, Inc.

Utilities
7.86K
New
$84.82 - $113.33 $667K - $891K
7.86K $750K
XLG
Invesco Exchange Traded Fd Tr

ETFs
15.9K
New
$45.72 - $51.73 $727K - $823K
15.9K $731K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
14.4K
New
$47.08 - $50.67 $678K - $730K
14.4K $723K
CVS
Cvs Health Corp

Healthcare
10.3K
New
$44.22 - $68.64 $454K - $704K
10.3K $694K
DIHP
Dimensional ETF Tr Dimensional

ETFs
24.6K
New
$25.1 - $27.85 $617K - $685K
24.6K $662K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
6.75K
New
$92.51 - $102.81 $625K - $694K
6.75K $624K
PFEB
Innovator U.S. Equity Power Bu

ETFs
14.6K
New
$35.54 - $37.44 $518K - $546K
14.6K $522K
DISV
Dimensional ETF Tr Dimensional

ETFs
17.7K
New
$26.09 - $30.21 $462K - $535K
17.7K $515K
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
11.4K
New
$43.63 - $46.01 $497K - $524K
11.4K $502K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
16K
New
$29.72 - $31.94 $477K - $512K
16K $495K
DFIS
Dimensional ETF Tr Dimensional

ETFs
17.9K
New
$23.92 - $26.89 $429K - $482K
17.9K $463K
VAW
Vanguard Materials ETF

ETFs
2.45K
New
$185.71 - $202.46 $455K - $496K
2.45K $462K
WGMI
Valkyrie ETF Tr Ii Bitcoin Min
35K
New
$12.77 - $26.22 $447K - $918K
35K $446K
DBP
Invesco Db Precious Metals Fund

ETFs
6.07K
New
$61.03 - $71.45 $370K - $434K
6.07K $433K
IWX
Ishares Tr Russell 200 Value E

ETFs
5.18K
New
$78.54 - $84.86 $407K - $440K
5.18K $426K
LUV
Southwest Airlines CO

Industrials
12.2K
New
$28.18 - $34.84 $343K - $424K
12.2K $408K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
7.56K
New
$45.62 - $51.12 $345K - $386K
7.56K $384K
PJUL
Innovator U.S. Equity Power Bu

ETFs
9.22K
New
$39.81 - $42.17 $367K - $389K
9.22K $370K
PDI
Pimco Dynamic Income Fund

Financial Services
18.5K
New
$18.51 - $20.05 $343K - $371K
18.5K $366K
PJUN
Innovator U.S. Equity Power Bu

ETFs
9.65K
New
$36.56 - $38.35 $353K - $370K
9.65K $356K
GNRC
Generac Holdings Inc.

Industrials
2.8K
New
$126.65 - $164.06 $355K - $459K
2.8K $354K
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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