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
STX
Seagate Technology Holdings PLC

Technology
1.54K
New
$66.54 - $144.33 $102K - $222K
1.54K $222K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
9.58K
New
$22.43 - $23.23 $215K - $223K
9.58K $222K
TLTD
Flexshares Morningstar Dev Mkt

ETFs
2.64K
New
$66.99 - $83.47 $177K - $221K
2.64K $220K
SLF
Sun Life Financial Inc

Financial Services
3.22K
New
$53.39 - $66.45 $172K - $214K
3.22K $213K
BURL
Burlington Stores, Inc.

Consumer Cyclical
916
New
$215.78 - $270.12 $198K - $247K
916 $213K
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
8.99K
New
$23.2 - $23.63 $209K - $213K
8.99K $211K
DOX
Amdocs LTD

Technology
2.31K
New
$80.46 - $94.08 $186K - $218K
2.31K $210K
LYV
Live Nation Entertainment, Inc.

Communication Services
1.36K
New
$118.81 - $151.28 $162K - $206K
1.36K $206K
OMF
One Main Holdings, Inc.

Financial Services
3.62K
New
$40.42 - $57.0 $146K - $206K
3.62K $206K
QGRO
American Centy ETF Tr Stoxx Us

ETFs
1.89K
New
$83.67 - $109.12 $158K - $207K
1.89K $206K
AVSD
American Centy ETF Tr Avantis

ETFs
3.05K
New
$53.85 - $67.74 $164K - $207K
3.05K $205K
CRS
Carpenter Technology Corp

Industrials
740
New
$151.3 - $276.38 $112K - $205K
740 $204K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
7.96K
New
$23.19 - $25.35 $185K - $202K
7.96K $201K
HIG
Hartford Financial Services Group, Inc.

Financial Services
1.58K
New
$109.83 - $131.67 $173K - $208K
1.58K $200K
PICK
Ishares Inc Msci Global Select

ETFs
5.33K
New
$30.23 - $38.24 $161K - $204K
5.33K $200K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
8.58K
New
$23.29 - $23.38 $200K - $201K
8.58K $200K
PPLT
Abrdn Platinum ETF Trust

ETFs
2.21K
New
N/A
2.21K $198K
ADSK
Autodesk, Inc.

Technology
682
New
N/A
682 $167K
CNHI
Cnh Industrial N.V.

Industrials
15.7K
New
N/A
15.7K $163K
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
10K
New
$9.75 - $10.96 $97.5K - $110K
10K $103K
SAN
Banco Santander, S.A.

Financial Services
12K
New
$5.72 - $8.32 $68.7K - $99.9K
12K $99K
SPRO
Spero Therapeutics, Inc.

Healthcare
32.5K
New
$0.56 - $3.02 $18.2K - $98.3K
32.5K $94K
Tcw ETF Trust
22.4K
New
N/A
22.4K $0
Natwest Group PLC
13.6K
New
N/A
13.6K $0
Newsmax Inc
18.6K
New
N/A
18.6K $0
Veralto Corp
2.59K
New
N/A
2.59K $0
Coherent Corp
4.99K
New
N/A
4.99K $0
ALCC
Alt C Acquisition Corp.

Financial Services
20.8K
New
N/A
20.8K $0
Astera Labs Inc
4.25K
New
N/A
4.25K $0
Blackrock ETF Trust Ii
17K
New
N/A
17K $0
Exchange Traded Concepts Tru
18.9K
New
N/A
18.9K $0
Barrick Mng Corp
10.8K
New
N/A
10.8K $0
SFLR
Innovator Etfs Tr Equity Manag
6.06K
New
N/A
6.06K $0
First Tr Exchange Traded Fd
413K
New
N/A
413K $0
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
7.37K
New
N/A
7.37K $0
Rbb Fund Trust
11.2K
New
N/A
11.2K $0
First Tr Exchng Traded Fd Vi
10.2K
New
N/A
10.2K $0
Tko Group Holdings Inc
1.43K
New
N/A
1.43K $0
Celestica Inc
1.58K
New
N/A
1.58K $0
Coreweave Inc
2K
New
N/A
2K $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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