Axxcess Wealth Management, LLC Reduced Holdings in Q2 2025

Axxcess Wealth Management, LLC

  • $4.06 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IEF
Ishares Barclays

ETFs
-184K
- 88.31%
$93.15 - $96.56 $17.1M - $17.7M
24.3K $2.33M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-325K
- 72.02%
$42.72 - $44.24 $13.9M - $14.4M
126K $5.55M
UNH
Unitedhealth Group Inc

Healthcare
-10.5K
- 34.61%
$274.35 - $599.47 $2.89M - $6.32M
19.9K $6.21M
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
-187K
- 82.17%
$50.29 - $50.56 $9.4M - $9.45M
40.5K $2.05M
CGXU
Capital Group Intl Focus Equit

ETFs
-253K
- 78.41%
$21.44 - $27.35 $5.43M - $6.93M
69.8K $1.89M
BLDR
Builders First Source, Inc.

Industrials
-43.1K
- 90.67%
$105.63 - $131.12 $4.55M - $5.65M
4.44K $517K
VT
Vanguard Total World Stk Index

ETFs
-40K
- 93.07%
$103.16 - $128.52 $4.13M - $5.14M
2.98K $382K
NTAP
Net App, Inc.

Technology
-52K
- 95.59%
$76.1 - $106.55 $3.96M - $5.54M
2.4K $255K
SSO
Proshares Ultra S&P 500

ETFs
-79.6K
- 35.28%
$64.8 - $97.72 $5.16M - $7.78M
146K $14.3M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-26.1K
- 58.38%
$152.93 - $181.74 $3.99M - $4.74M
18.6K $3.38M
GBIL
Goldman Sachs Access Treasury

ETFs
-22.8K
- 53.58%
$99.83 - $100.19 $2.27M - $2.28M
19.7K $1.97M
XOM
Exxon Mobil Corp

Energy
-1.07K
- 0.67%
$99.93 - $119.04 $107K - $127K
159K $17.1M
BUFB
Innovator Etfs Tr Laddered Fd

ETFs
-97.5K
- 16.89%
$28.75 - $33.88 $2.8M - $3.3M
480K $16.3M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-28.2K
- 10.77%
$51.14 - $57.0 $1.44M - $1.61M
234K $13.3M
BK
Bank Of New York Mellon Corp

Financial Services
-21.1K
- 52.74%
$73.31 - $91.62 $1.55M - $1.93M
18.9K $1.72M
XLV
Select Sector Spdr Fund Health

ETFs
-10.3K
- 71.01%
$128.77 - $144.3 $1.33M - $1.49M
4.22K $568K
IWY
Ishares Tr Russell 200 Growth

ETFs
-10.7K
- 33.46%
$187.5 - $246.51 $2.01M - $2.65M
21.3K $5.26M
PEP
Pepsico Inc

Consumer Defensive
-1.4K
- 1.99%
$128.02 - $151.37 $180K - $213K
69K $9.12M
JNJ
Johnson & Johnson

Healthcare
-1.65K
- 1.84%
$146.36 - $159.82 $242K - $264K
88.1K $13.5M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-25.2K
- 33.31%
$54.27 - $63.01 $1.37M - $1.59M
50.5K $3.16M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-46.2K
- 9.6%
$24.14 - $25.43 $1.11M - $1.17M
435K $10.8M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-38.7K
- 32.09%
$41.45 - $54.46 $1.6M - $2.11M
81.9K $4.26M
GM
General Motors CO

Consumer Cyclical
-27.3K
- 79.0%
$42.48 - $50.46 $1.16M - $1.38M
7.26K $357K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-10.6K
- 1.63%
$24.32 - $27.87 $258K - $295K
641K $17M
DGRO
Ishares Core Dividend Growth E

ETFs
-20.1K
- 76.24%
$55.22 - $63.94 $1.11M - $1.29M
6.28K $401K
JPIE
J P Morgan Exchange Traded Fd
-26K
- 25.58%
$45.12 - $46.32 $1.17M - $1.2M
75.6K $3.5M
CMI
Cummins Inc

Industrials
-3.75K
- 17.92%
$267.12 - $336.65 $1M - $1.26M
17.2K $5.63M
XLF
Financial Sector Spdr

ETFs
-19.8K
- 44.61%
$43.92 - $52.37 $871K - $1.04M
24.6K $1.29M
CGGO
Capital Group Global Growth Eq

ETFs
-43.3K
- 30.09%
$25.31 - $32.17 $1.1M - $1.39M
101K $3.22M
AMGN
Amgen Inc

Healthcare
-1.33K
- 11.24%
$262.28 - $309.85 $348K - $411K
10.5K $2.92M
MRK
Merck & Co., Inc.

Healthcare
-325
- 0.48%
$73.47 - $87.12 $23.9K - $28.3K
67.9K $5.37M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-1.45K
- 9.19%
$212.1 - $244.27 $307K - $354K
14.3K $3.13M
DOW
Dow Inc.

Basic Materials
-1.38K
- 1.73%
$25.81 - $34.89 $35.6K - $48.1K
78.2K $2.07M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-13.1K
- 19.32%
$50.1 - $51.02 $655K - $667K
54.6K $2.78M
VCR
Vanguard Consumer Discretionar

ETFs
-3.2K
- 23.12%
$290.42 - $364.35 $930K - $1.17M
10.6K $3.86M
QDPL
Pacer Fds Tr Metaurus Us Large
-25K
- 20.73%
$32.46 - $39.77 $811K - $994K
95.5K $3.77M
MCD
Mcdonalds Corp

Consumer Cyclical
-382
- 1.5%
$285.55 - $321.23 $109K - $123K
25.1K $7.32M
WEC
Wec Energy Group, Inc.

Utilities
-5.59K
- 66.9%
$102.24 - $109.76 $572K - $614K
2.77K $288K
UPS
United Parcel Service Inc

Industrials
-5.35K
- 70.17%
$91.92 - $110.2 $491K - $589K
2.27K $229K
REZ
Ishares Tr Residential And Mul

ETFs
-6.39K
- 60.78%
$76.14 - $86.35 $487K - $552K
4.12K $339K
CAT
Caterpillar Inc

Industrials
-5.19K
- 20.62%
$273.94 - $388.21 $1.42M - $2.02M
20K $7.76M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
-10.3K
- 33.17%
$47.42 - $51.67 $486K - $530K
20.7K $1.05M
CLX
Clorox CO

Consumer Defensive
-1.6K
- 12.84%
$118.01 - $148.69 $189K - $238K
10.9K $1.3M
AON
Aon PLC

Financial Services
-597
- 8.31%
$335.85 - $398.81 $201K - $238K
6.58K $2.35M
SLV
I Shares Silver Trust

ETFs
-18.7K
- 25.67%
$27.08 - $33.74 $507K - $632K
54.2K $1.78M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-23.2K
- 9.51%
$12.21 - $13.9 $283K - $322K
221K $2.88M
XLI
Industrial Sector Spdr

ETFs
-4.51K
- 32.05%
$116.42 - $147.52 $525K - $665K
9.56K $1.41M
OKE
Oneok Inc

Energy
-782
- 3.83%
$78.71 - $100.37 $61.6K - $78.5K
19.7K $1.6M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-7.7K
- 8.64%
$48.46 - $50.2 $373K - $386K
81.4K $4.04M
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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