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
PAUG
Innovator U.S. Equity Power Bu

ETFs
9.27K
New
$37.4 - $39.42 $347K - $365K
9.27K $350K
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
9K
New
$34.34 - $38.51 $309K - $347K
9K $345K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
6.49K
New
$47.39 - $54.26 $308K - $352K
6.49K $337K
DFAR
Dimensional ETF Tr Dimensional

ETFs
13.9K
New
$22.35 - $24.52 $311K - $342K
13.9K $331K
SPLP
Steel Partners Holdings L.P.

Industrials
8.05K
New
$37.0 - $44.0 $298K - $354K
8.05K $330K
NXPI
Nxp Semiconductors N.V.

Technology
1.7K
New
$189.99 - $245.86 $323K - $418K
1.7K $322K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
13.7K
New
$22.83 - $23.75 $314K - $326K
13.7K $316K
SPTL
Spdr Portfolio Long Term Treas

ETFs
11.5K
New
$25.54 - $27.64 $294K - $318K
11.5K $313K
PREF
Principal Spectrum Pfd Secs Ac

ETFs
15.5K
New
$18.55 - $18.81 $287K - $291K
15.5K $289K
GPC
Genuine Parts CO

Consumer Cyclical
2.42K
New
$115.91 - $129.02 $281K - $312K
2.42K $288K
PPL
Ppl Corp

Utilities
7.96K
New
$31.68 - $36.11 $252K - $287K
7.96K $287K
IR
Ingersoll Rand Inc.

Industrials
3.42K
New
$79.44 - $94.23 $272K - $323K
3.42K $274K
POCT
Innovator U.S. Equity Power Bu

ETFs
6.72K
New
$38.53 - $40.49 $259K - $272K
6.72K $260K
MEAR
Blackrock Short Maturity Munic

ETFs
5.12K
New
$49.97 - $50.36 $256K - $258K
5.12K $257K
INGR
Ingredion Inc

Consumer Defensive
1.89K
New
$125.6 - $137.36 $238K - $260K
1.89K $255K
DOCS
Doximity, Inc.

Healthcare
4.38K
New
$49.71 - $83.14 $218K - $364K
4.38K $254K
FDMO
Fidelity Covington Tr Momentum

ETFs
3.92K
New
$63.36 - $74.35 $248K - $291K
3.92K $254K
FVAL
Fidelity Covington Tr Value Fa

ETFs
4.23K
New
$58.79 - $65.0 $249K - $275K
4.23K $252K
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
10.2K
New
$23.18 - $24.68 $236K - $251K
10.2K $247K
PMAR
Innovator U.S. Equity Power Bu

ETFs
6.11K
New
$39.51 - $41.0 $241K - $250K
6.11K $243K
PJAN
Innovator U.S. Equity Power Bu

ETFs
5.82K
New
$41.09 - $43.24 $239K - $252K
5.82K $241K
DOCU
Docusign, Inc.

Technology
2.89K
New
$74.7 - $97.7 $216K - $282K
2.89K $235K
PAPR
Innovator U.S. Equity Power Bu

ETFs
6.22K
New
$35.21 - $37.69 $219K - $234K
6.22K $221K
PPC
Pilgrims Pride Corp

Consumer Defensive
4K
New
$44.52 - $55.93 $178K - $224K
4K $218K
DSI
Ishares Msci Kld 400 Social Et

ETFs
2.12K
New
$101.98 - $115.66 $216K - $245K
2.12K $217K
CCJ
Cameco Corp

Energy
5.21K
New
$40.64 - $56.86 $212K - $296K
5.21K $214K
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
5.94K
New
$35.29 - $36.56 $210K - $217K
5.94K $212K
EPS
Wisdomtree U.S. Largecap Fund

ETFs
3.51K
New
$58.38 - $64.16 $205K - $225K
3.51K $208K
FNDX
Schwab Fundamental U S Large C

ETFs
8.69K
New
$23.03 - $25.01 $200K - $217K
8.69K $205K
VXF
Vanguard Extended Market ETF

ETFs
1.19K
New
$170.36 - $201.04 $203K - $239K
1.19K $204K
NJR
New Jersey Resources Corp

Utilities
4.17K
New
$45.25 - $49.37 $189K - $206K
4.17K $204K
FQAL
Fidelity Covington Tr Quality

ETFs
3.15K
New
$63.12 - $69.13 $199K - $218K
3.15K $202K
MTBC
Care Cloud, Inc.

Healthcare
29.3K
New
N/A
29.3K $89K
STRO
Sutro Biopharma, Inc.

Healthcare
12.9K
New
$0.65 - $2.12 $8.39K - $27.4K
12.9K $8K
Flyexclusive Inc
15K
New
N/A
15K $0
Tema ETF Trust
6.48K
New
N/A
6.48K $0
Blackrock ETF Trust Ii
5.03K
New
N/A
5.03K $0
Goldman Sachs ETF Tr
7.65K
New
N/A
7.65K $0
Vanguard Malvern Fds
35.6K
New
N/A
35.6K $0
Talen Energy Corp
3.88K
New
N/A
3.88K $0
PSEP
Innovator U.S. Equity Power Bu
9.39K
New
N/A
9.39K $0
PNOV
Innovator U.S. Equity Power Bu
15K
New
N/A
15K $0
PDEC
Innovator U.S. Equity Power Bu
9.52K
New
N/A
9.52K $0
Gsk PLC
5.45K
New
N/A
5.45K $0
Liberty Media Corp Del
3.23K
New
N/A
3.23K $0
Invesco Actively Managed Exc
20.5K
New
N/A
20.5K $0
Nebius Group N.V.
15.6K
New
N/A
15.6K $0
Invesco Exch Traded Fd Tr Ii
76.5K
New
N/A
76.5K $0
Capital Group Core Balanced
9.98K
New
N/A
9.98K $0
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
Track This Portfolio

Track Axxcess Wealth Management, LLC Portfolio

Follow Axxcess Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Axxcess Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Axxcess Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email