Axxcess Wealth Management, LLC New Holdings in Q3 2024

Axxcess Wealth Management, LLC

  • $3.9 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CSL
Carlisle Companies Inc

Industrials
566
New
$376.5 - $449.34 $213K - $254K
566 $254K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
2.61K
New
$87.56 - $95.49 $229K - $249K
2.61K $249K
AME
Ametek Inc

Industrials
1.44K
New
$152.74 - $176.01 $221K - $254K
1.44K $247K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
187
New
$1066.32 - $1355.99 $199K - $254K
187 $246K
AVSE
American Centy ETF Tr Avantis

ETFs
4.43K
New
$48.92 - $56.14 $216K - $248K
4.43K $244K
NSIT
Insight Enterprises Inc

Technology
1.13K
New
$180.0 - $225.24 $204K - $255K
1.13K $244K
EXAS
Exact Sciences Corp

Healthcare
3.57K
New
$42.43 - $70.83 $151K - $253K
3.57K $242K
VPC
Etfis Ser Tr I Virtus Private

ETFs
10.7K
New
$21.71 - $23.14 $231K - $246K
10.7K $238K
ES
Eversource Energy

Utilities
3.5K
New
$56.52 - $68.38 $198K - $239K
3.5K $237K
ASTS
Ast Space Mobile, Inc.

Communication Services
9.05K
New
$10.72 - $38.6 $97.1K - $349K
9.05K $236K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
2.17K
New
$72.18 - $107.33 $156K - $233K
2.17K $230K
STRL
Sterling Construction CO Inc

Industrials
1.59K
New
$102.56 - $148.9 $163K - $236K
1.59K $229K
VICI
Vici Properties Inc.

Real Estate
6.9K
New
$27.64 - $34.08 $191K - $235K
6.9K $229K
BRO
Brown & Brown, Inc.

Financial Services
2.21K
New
$89.11 - $105.82 $197K - $234K
2.21K $228K
XPO
Xpo Logistics, Inc.

Industrials
2.13K
New
$101.15 - $125.11 $215K - $266K
2.13K $228K
HRB
H&R Block Inc

Consumer Cyclical
3.57K
New
$52.99 - $66.6 $189K - $238K
3.57K $227K
BAR
Granite Shares Gold Trust

ETFs
8.7K
New
$23.01 - $26.37 $200K - $229K
8.7K $225K
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
2.48K
New
$82.41 - $92.06 $204K - $228K
2.48K $223K
KNSL
Kinsale Capital Group, Inc.

Financial Services
481
New
$370.41 - $491.09 $178K - $236K
481 $223K
PRI
Primerica, Inc.

Financial Services
834
New
$233.01 - $266.6 $194K - $222K
834 $221K
THO
Thor Industries Inc

Consumer Cyclical
2K
New
$91.4 - $109.97 $183K - $220K
2K $220K
IFF
International Flavors & Fragrances Inc

Basic Materials
2.05K
New
$93.14 - $105.12 $191K - $215K
2.05K $215K
VPU
Vanguard Utilities ETF

ETFs
1.24K
New
$146.64 - $174.54 $182K - $216K
1.24K $215K
AN
Autonation, Inc.

Consumer Cyclical
1.2K
New
$156.14 - $190.72 $187K - $228K
1.2K $214K
SITE
Site One Landscape Supply, Inc.

Industrials
1.42K
New
$115.64 - $153.52 $164K - $218K
1.42K $214K
CINF
Cincinnati Financial Corp

Financial Services
1.57K
New
$115.7 - $138.2 $181K - $217K
1.57K $213K
TTEK
Tetra Tech Inc

Industrials
4.42K
New
$45.59 - $237.74 $201K - $1.05M
4.42K $208K
AOS
Smith A O Corp

Industrials
2.33K
New
$76.95 - $91.98 $179K - $214K
2.33K $208K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
6.06K
New
$31.05 - $34.29 $188K - $208K
6.06K $207K
PAYC
Paycom Software, Inc.

Technology
1.25K
New
$140.16 - $173.86 $175K - $217K
1.25K $207K
L
Loews Corp

Financial Services
2.59K
New
$73.76 - $81.96 $191K - $212K
2.59K $204K
HIG
Hartford Financial Services Group, Inc.

Financial Services
1.74K
New
$98.71 - $117.61 $172K - $205K
1.74K $204K
VONG
Vanguard Russell 1000 Growth E

ETFs
2.11K
New
$85.48 - $98.39 $180K - $207K
2.11K $203K
STE
Steris PLC

Healthcare
839
New
$213.51 - $247.14 $179K - $207K
839 $203K
GDV
Gabelli Dividend & Income Trust

Financial Services
8.28K
New
$22.05 - $24.45 $183K - $202K
8.28K $202K
DSI
Ishares Msci Kld 400 Social Et

ETFs
1.86K
New
$97.81 - $108.79 $182K - $202K
1.86K $202K
TDIV
First Trust Nasdaq Technology

ETFs
2.52K
New
$70.51 - $81.07 $178K - $204K
2.52K $202K
PWB
Invesco Exchange Traded Fd Tr

ETFs
2.05K
New
$86.85 - $98.91 $178K - $203K
2.05K $202K
GPN
Global Payments Inc

Industrials
1.98K
New
$92.66 - $112.97 $183K - $223K
1.98K $202K
TIP
Ishares Tr Tips Bd ETF

ETFs
1.82K
New
$105.92 - $110.83 $193K - $202K
1.82K $201K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
5.71K
New
$27.14 - $35.2 $155K - $201K
5.71K $200K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
12.1K
New
$13.31 - $15.65 $161K - $189K
12.1K $174K
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
14.5K
New
$8.03 - $9.1 $116K - $132K
14.5K $131K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
10.5K
New
$9.55 - $11.13 $99.9K - $116K
10.5K $113K
MFG
Mizuho Financial Group Inc

Financial Services
22.8K
New
$3.69 - $4.62 $84.1K - $105K
22.8K $95K
T Rowe Price ETF Inc
7.76K
New
N/A
7.76K $0
Blackrock ETF Trust Ii
49.5K
New
N/A
49.5K $0
Landbridge Company LLC
5.57K
New
N/A
5.57K $0
Victory Portfolios Ii
8.36K
New
N/A
8.36K $0
Activity Summary
Buys All Purchases 438 New Holdings 115 Increased Positions 323 Sells All Sells 382 Reductions 382 Sold out 0 Options Calls 0 Puts 1
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