Axxcess Wealth Management, LLC Reduced Holdings in Q3 2025

Axxcess Wealth Management, LLC

  • $4.58 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ITB
Ishares Tr

ETFs
-364K
- 89.32%
$94.18 - $117.14 $34.3M - $42.6M
43.5K $4.67M
TQQQ
Proshares Ultrapro Qqq

ETFs
-81.4K
- 97.56%
$80.89 - $104.72 $6.58M - $8.52M
2.04K $210K
NFLX
Netflix Inc

Communication Services
-1.13K
- 4.21%
$1147.87 - $1297.18 $1.29M - $1.46M
25.7K $30.8M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-74K
- 31.65%
$55.61 - $57.37 $4.11M - $4.24M
160K $9.12M
VEU
Vanguard Ftse All World Ex Us

ETFs
-65.1K
- 55.83%
$66.38 - $71.68 $4.32M - $4.66M
51.5K $3.67M
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
-111K
- 48.96%
$25.39 - $26.21 $2.82M - $2.91M
116K $3.02M
VUG
Vanguard Growth ETF

ETFs
-7.44K
- 35.76%
$433.97 - $484.08 $3.23M - $3.6M
13.4K $6.41M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-29K
- 59.55%
$92.18 - $95.14 $2.68M - $2.76M
19.7K $1.88M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-97.1K
- 84.2%
$25.21 - $25.99 $2.45M - $2.52M
18.2K $471K
ISRG
Intuitive Surgical Inc

Healthcare
-3.11K
- 28.19%
$433.66 - $544.47 $1.35M - $1.69M
7.91K $3.54M
NVO
Novo Nordisk A S

Healthcare
-18.9K
- 63.22%
$45.38 - $71.7 $856K - $1.35M
11K $609K
INTU
Intuit Inc

Technology
-854
- 10.64%
$646.03 - $807.39 $552K - $690K
7.17K $4.9M
DFAU
Dimensional ETF Tr

ETFs
-39.9K
- 30.62%
$42.42 - $45.96 $1.69M - $1.84M
90.5K $4.14M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
-1.55K
- 7.85%
$108.8 - $169.61 $169K - $263K
18.2K $1.98M
HYG
Ishares Tr

ETFs
-15.3K
- 58.05%
$79.85 - $81.32 $1.22M - $1.24M
11.1K $897K
IWM
Ishares Russell 2000 ETF

ETFs
-9.54K
- 21.6%
$214.92 - $244.84 $2.05M - $2.34M
34.6K $8.38M
GFL
Gfl Environmental Inc.

Industrials
-21.2K
- 52.45%
$45.97 - $51.03 $975K - $1.08M
19.2K $911K
IEF
Ishares Barclays

ETFs
-11.3K
- 46.48%
$93.91 - $97.26 $1.06M - $1.1M
13K $1.25M
KO
Coca Cola CO

Consumer Defensive
-6.67K
- 4.73%
$65.67 - $71.67 $438K - $478K
134K $8.91M
V
Visa Inc.

Financial Services
-674
- 1.24%
$332.09 - $358.86 $224K - $242K
53.6K $18.3M
ADP
Automatic Data Processing Inc

Industrials
-1.5K
- 4.34%
$288.69 - $310.94 $432K - $466K
33.1K $9.7M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-12.2K
- 60.51%
$76.16 - $78.59 $933K - $963K
7.99K $624K
ADBE
Adobe Inc.

Technology
-2.2K
- 49.98%
$333.65 - $392.1 $733K - $862K
2.2K $776K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-22.6K
- 9.19%
$45.26 - $46.63 $1.02M - $1.05M
223K $10.3M
VTV
Vanguard Value ETF

ETFs
-8.02K
- 13.61%
$175.51 - $186.57 $1.41M - $1.5M
50.9K $9.5M
ZECP
Zacks Tr Earnings Constant Por

ETFs
-35.9K
- 20.36%
$31.92 - $33.66 $1.15M - $1.21M
140K $4.72M
EMR
Emerson Electric CO

Industrials
-5.83K
- 11.85%
$128.6 - $149.63 $750K - $872K
43.4K $5.69M
MELI
Mercadolibre Inc

Consumer Cyclical
-313
- 68.94%
$2292.04 - $2514.05 $717K - $787K
141 $329K
PM
Philip Morris International Inc.

Consumer Defensive
-1.19K
- 3.63%
$157.77 - $183.27 $188K - $218K
31.6K $5.13M
XLP
Consumer Staples Sector Spdr

ETFs
-10.8K
- 38.95%
N/A
17K $1.29M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-17.3K
- 1.46%
$50.47 - $50.74 $871K - $875K
1.16M $59.1M
CL
Colgate Palmolive CO

Consumer Defensive
-3.67K
- 7.75%
$79.36 - $93.33 $291K - $343K
43.7K $3.49M
AJG
Arthur J. Gallagher & Co.

Financial Services
-2.36K
- 33.83%
$284.17 - $319.49 $670K - $753K
4.61K $1.43M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-7.67K
- 15.48%
$60.9 - $70.75 $467K - $542K
41.9K $2.61M
DIS
Walt Disney CO

Communication Services
-516
- 0.76%
$112.25 - $124.0 $57.9K - $64K
67.3K $7.7M
IEFA
Ishares Tr

ETFs
-14K
- 9.99%
$81.7 - $87.53 $1.14M - $1.22M
126K $11M
CAH
Cardinal Health Inc

Healthcare
-3.17K
- 20.68%
$146.04 - $167.63 $462K - $531K
12.1K $1.91M
CHTR
Charter Communications, Inc.

Communication Services
-1.37K
- 64.84%
$256.57 - $418.22 $352K - $574K
744 $204K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-9.01K
- 72.03%
$72.01 - $74.44 $649K - $671K
3.5K $257K
DFAX
Dimensional ETF Tr
-26.2K
- 30.66%
$29.25 - $31.56 $765K - $825K
59.1K $1.86M
PAYX
Paychex Inc

Industrials
-3.77K
- 46.5%
$126.69 - $147.99 $478K - $558K
4.34K $549K
IBM
International Business Machines Corp

Technology
-290
- 0.68%
$234.77 - $292.47 $68.1K - $84.8K
42.4K $12M
NET
Cloudflare, Inc.

Technology
-3.31K
- 63.54%
$181.39 - $228.28 $600K - $755K
1.9K $407K
CRM
Salesforce, Inc.

Technology
-791
- 7.13%
$231.66 - $273.65 $183K - $216K
10.3K $2.44M
XOM
Exxon Mobil Corp

Energy
-11.9K
- 7.47%
$105.83 - $117.22 $1.26M - $1.39M
147K $16.6M
FDS
Factset Research Systems Inc

Financial Services
-855
- 44.86%
$283.86 - $450.3 $243K - $385K
1.05K $301K
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
-11.1K
- 53.75%
$50.7 - $54.86 $563K - $609K
9.55K $523K
SYK
Stryker Corp

Healthcare
-1K
- 17.26%
$368.57 - $403.53 $369K - $404K
4.79K $1.77M
MKC
Mccormick & CO Inc

Consumer Defensive
-5.43K
- 31.71%
$64.3 - $77.17 $349K - $419K
11.7K $782K
Activity Summary
Buys All Purchases 488 New Holdings 98 Increased Positions 390 Sells All Sells 365 Reductions 365 Sold out 0 Options Calls 0 Puts 0
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