Axxcess Wealth Management, LLC New Holdings in Q2 2025

Axxcess Wealth Management, LLC

  • $4.06 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
120K
New
$72.32 - $86.4 $8.69M - $10.4M
120K $10.4M
JNK
Spdr Bloomberg High Yield Bond

ETFs
42.2K
New
$91.23 - $97.27 $3.85M - $4.11M
42.2K $4.11M
CSV
Carriage Services Inc

Consumer Cyclical
32.3K
New
$36.26 - $46.06 $1.17M - $1.49M
32.3K $1.48M
VRSN
Verisign Inc

Technology
4.62K
New
$234.49 - $288.8 $1.08M - $1.33M
4.62K $1.33M
CNP
Centerpoint Energy Inc

Utilities
35.6K
New
$35.5 - $39.05 $1.26M - $1.39M
35.6K $1.31M
PLMR
Palomar Holdings, Inc.

Financial Services
8.43K
New
$129.99 - $175.67 $1.1M - $1.48M
8.43K $1.3M
ATGE
Adtalem Global Education Inc.

Consumer Defensive
9.69K
New
$97.32 - $136.25 $943K - $1.32M
9.69K $1.23M
MELI
Mercadolibre Inc

Consumer Cyclical
454
New
$1794.73 - $2613.63 $815K - $1.19M
454 $1.19M
SNOW
Snowflake Inc.

Technology
4.49K
New
$130.53 - $223.77 $586K - $1M
4.49K $1M
XLY
Select Sector Spdr Consumer Di

ETFs
4.08K
New
$176.34 - $218.59 $719K - $891K
4.08K $886K
FLMI
Franklin Dynamic Municipal Bon

ETFs
32.7K
New
$23.57 - $24.6 $771K - $805K
32.7K $793K
IYJ
Ishares Tr

ETFs
5.33K
New
$115.07 - $142.31 $613K - $758K
5.33K $758K
RWR
Spdr Dow Jones Reit ETF

ETFs
7.79K
New
$86.33 - $99.71 $673K - $777K
7.79K $751K
VBK
Vanguard Small Cap Growth ETF

ETFs
2.59K
New
$219.76 - $276.94 $568K - $716K
2.59K $715K
VBR
Vanguard Small Cap Value ETF

ETFs
3.64K
New
$162.76 - $195.77 $592K - $712K
3.64K $709K
DIVB
Ishares Tr U S Divid & Buyback

ETFs
14K
New
$42.56 - $50.32 $595K - $704K
14K $703K
KLAC
Kla Corp

Technology
752
New
$576.53 - $902.94 $434K - $679K
752 $673K
THC
Tenet Healthcare Corp

Healthcare
3.52K
New
$110.41 - $176.0 $388K - $619K
3.52K $618K
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
9.01K
New
$62.08 - $73.58 $559K - $663K
9.01K $604K
SCHO
Schwab Short Term Us Treasury

ETFs
22.6K
New
$24.19 - $24.45 $547K - $553K
22.6K $551K
BWXT
Bwx Technologies, Inc.

Industrials
3.75K
New
$89.24 - $144.06 $334K - $540K
3.75K $539K
UMAY
Innovator U.S. Equity Ultra Bu

ETFs
15K
New
$30.71 - $34.9 $460K - $522K
15K $520K
IEV
Ishares Tr Europe ETF

ETFs
7.13K
New
$51.8 - $64.59 $370K - $461K
7.13K $451K
EZU
Ishares Inc Msci Eurozone ETF

ETFs
7.45K
New
$47.63 - $60.01 $355K - $447K
7.45K $442K
DELL
Dell Technologies Inc.

Technology
3.57K
New
$71.63 - $125.98 $256K - $450K
3.57K $437K
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
6.04K
New
$56.88 - $70.77 $343K - $427K
6.04K $427K
BWX
Spdr Bloomberg International T

ETFs
18K
New
$21.87 - $23.49 $393K - $422K
18K $421K
VTWO
Vanguard Russell 2000 ETF

ETFs
4.68K
New
$70.56 - $87.22 $331K - $409K
4.68K $408K
VGIT
Vanguard Intermediate Term Tre

ETFs
6.14K
New
$58.63 - $59.9 $360K - $367K
6.14K $366K
PNBK
Patriot National Bancorp Inc

Financial Services
213K
New
$0.9 - $6.71 $192K - $1.43M
213K $324K
ZS
Zscaler, Inc.

Technology
1K
New
$174.67 - $315.32 $175K - $315K
1K $313K
URI
United Rentals, Inc.

Industrials
410
New
$551.94 - $753.4 $226K - $309K
410 $308K
CW
Curtiss Wright Corp

Industrials
600
New
$283.18 - $488.55 $170K - $293K
600 $293K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
3.47K
New
$65.04 - $82.18 $226K - $285K
3.47K $285K
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
4.33K
New
$56.84 - $65.5 $246K - $284K
4.33K $283K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
9.41K
New
$27.29 - $29.28 $257K - $276K
9.41K $275K
VNQI
Vanguard Global Ex U.S. Real

ETFs
5.97K
New
$37.77 - $46.15 $225K - $275K
5.97K $275K
UNM
Unum Group

Financial Services
3.4K
New
$70.48 - $82.91 $240K - $282K
3.4K $274K
GTLS
Chart Industries Inc

Industrials
1.63K
New
$115.08 - $175.5 $187K - $286K
1.63K $267K
HYMU
Blackrock ETF Tr Ii High Yield
11.1K
New
N/A
11.1K $253K
PINS
Pinterest, Inc.

Communication Services
6.84K
New
$24.21 - $35.95 $165K - $246K
6.84K $245K
PWB
Invesco Exchange Traded Fd Tr

ETFs
2.05K
New
$86.24 - $117.44 $177K - $241K
2.05K $241K
ADI
Analog Devices Inc

Technology
982
New
$164.6 - $238.02 $162K - $234K
982 $233K
DLR
Digital Realty Trust, Inc.

Real Estate
1.34K
New
$136.11 - $177.69 $182K - $237K
1.34K $232K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
439
New
$483.07 - $625.6 $212K - $275K
439 $230K
CALM
Cal Maine Foods Inc

Consumer Defensive
2.31K
New
$90.17 - $103.07 $208K - $238K
2.31K $230K
TRMB
Trimble Inc.

Technology
3K
New
$55.12 - $75.98 $165K - $228K
3K $227K
IAI
Ishares Tr Us Broker Dealers &

ETFs
1.34K
New
$122.04 - $169.14 $163K - $226K
1.34K $225K
PULS
Pgim ETF Tr

ETFs
4.47K
New
$49.39 - $49.76 $221K - $223K
4.47K $222K
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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