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
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-4.48K
- 8.42%
$85.42 - $94.39 $383K - $423K
48.7K $4.58M
DD
Du Pont De Nemours, Inc.

Basic Materials
-3.17K
- 10.59%
$55.13 - $75.25 $174K - $238K
26.7K $1.83M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-33.3K
- 18.66%
$19.6 - $24.44 $653K - $814K
145K $3.55M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-9.14K
- 30.02%
$37.08 - $42.26 $339K - $386K
21.3K $881K
AEP
American Electric Power CO Inc

Utilities
-1.51K
- 3.57%
$98.59 - $109.11 $148K - $164K
40.6K $4.22M
SAP
Sap Se

Technology
-1.67K
- 46.82%
$237.53 - $309.8 $397K - $518K
1.9K $577K
TRV
Travelers Companies, Inc.

Financial Services
-1.47K
- 28.8%
$233.83 - $276.34 $343K - $405K
3.63K $970K
WMB
Williams Companies, Inc.

Energy
-7.89K
- 18.78%
$54.33 - $62.87 $429K - $496K
34.1K $2.14M
VRSK
Verisk Analytics, Inc.

Industrials
-1.22K
- 63.48%
$277.03 - $321.33 $337K - $390K
699 $217K
HSY
Hershey CO

Consumer Defensive
-1.53K
- 7.99%
$151.29 - $173.13 $231K - $265K
17.6K $2.93M
TMUS
T Mobile Us, Inc.

Communication Services
-484
- 5.9%
$220.99 - $268.54 $107K - $130K
7.72K $1.84M
PAYX
Paychex Inc

Industrials
-1.79K
- 18.08%
$137.01 - $159.78 $245K - $286K
8.11K $1.18M
AZO
Autozone Inc

Consumer Cyclical
-82
- 24.92%
$3478.38 - $3880.15 $285K - $318K
247 $916K
NSA
National Storage Affiliates Trust

Real Estate
-319
- 0.74%
$31.82 - $39.04 $10.2K - $12.5K
42.7K $1.36M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-830
- 40.06%
$376.48 - $440.65 $312K - $366K
1.24K $547K
UNP
Union Pacific Corp

Industrials
-774
- 3.87%
$208.27 - $238.46 $161K - $185K
19.2K $4.42M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-4.67K
- 1.6%
$72.02 - $73.82 $336K - $345K
286K $21.1M
CHD
Church & Dwight CO Inc

Consumer Defensive
-1.88K
- 24.01%
$91.57 - $110.76 $172K - $208K
5.94K $571K
VNQ
Vanguard Specialized Funds Van

ETFs
-2.96K
- 17.33%
$79.79 - $91.42 $236K - $271K
14.1K $1.26M
AAAU
Goldman Sachs Physical Gold ETF

ETFs
-14.1K
- 14.51%
$29.44 - $33.91 $415K - $478K
83.1K $2.72M
DFAU
Dimensional ETF Tr

ETFs
-20.6K
- 13.65%
$34.04 - $42.36 $702K - $874K
130K $5.53M
MAS
Masco Corp

Industrials
-2.67K
- 13.9%
$58.73 - $71.06 $157K - $190K
16.6K $1.07M
YUM
Yum Brands Inc

Consumer Cyclical
-1.33K
- 21.52%
$138.36 - $161.45 $183K - $214K
4.83K $716K
PFE
Pfizer Inc

Healthcare
-2.81K
- 1.72%
$21.59 - $24.84 $60.6K - $69.8K
160K $3.88M
MLPX
Global X Mlp & Energy Infrastr

ETFs
-3.45K
- 12.95%
$55.32 - $65.02 $191K - $224K
23.2K $1.45M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-2.87K
- 12.33%
$152.42 - $182.82 $437K - $524K
20.4K $3.72M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-3.94K
- 47.66%
$62.73 - $78.42 $247K - $309K
4.32K $335K
FDS
Factset Research Systems Inc

Financial Services
-509
- 21.08%
$398.85 - $473.32 $203K - $241K
1.91K $852K
ROL
Rollins Inc

Consumer Cyclical
-5.26K
- 22.23%
$50.65 - $58.58 $267K - $308K
18.4K $1.04M
KO
Coca Cola CO

Consumer Defensive
-1.39K
- 0.98%
$68.37 - $73.9 $95.1K - $103K
141K $9.98M
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
-3.06K
- 28.83%
$65.75 - $71.57 $201K - $219K
7.56K $539K
IVW
Ishares S&P 500 Growth ETF

ETFs
-4.53K
- 27.35%
$82.96 - $110.1 $375K - $498K
12K $1.32M
TGT
Target Corp

Consumer Defensive
-1.53K
- 14.82%
$88.76 - $105.77 $136K - $162K
8.78K $866K
MTD
Mettler Toledo International Inc

Healthcare
-163
- 18.36%
$970.15 - $1216.57 $158K - $198K
725 $851K
AZN
Astrazeneca PLC

Healthcare
-1.63K
- 7.52%
$64.87 - $75.0 $105K - $122K
20K $1.4M
SPGI
S&P Global Inc.

Financial Services
-431
- 23.53%
$438.31 - $527.29 $189K - $227K
1.4K $738K
NEE
Nextera Energy Inc

Utilities
-474
- 0.44%
$64.11 - $75.0 $30.4K - $35.6K
108K $7.46M
GILD
Gilead Sciences, Inc.

Healthcare
-1.57K
- 13.08%
$96.91 - $113.0 $152K - $177K
10.4K $1.16M
MO
Altria Group, Inc.

Consumer Defensive
-2.23K
- 5.89%
$55.56 - $60.91 $124K - $136K
35.6K $2.09M
MKC
Mccormick & CO Inc

Consumer Defensive
-812
- 4.53%
$71.11 - $82.25 $57.7K - $66.8K
17.1K $1.3M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-4.01K
- 4.62%
$39.34 - $40.41 $158K - $162K
82.7K $3.32M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-2.29K
- 19.28%
$77.74 - $78.78 $178K - $181K
9.6K $755K
TSCO
Tractor Supply CO

Consumer Cyclical
-1.95K
- 6.36%
$47.86 - $55.77 $93.3K - $109K
28.7K $1.51M
VOX
Vanguard Communication Service

ETFs
-2.22K
- 23.95%
$133.12 - $171.03 $295K - $379K
7.04K $1.2M
HTAB
Hartford Fds Exchange Traded

ETFs
-4.91K
- 3.03%
$18.44 - $19.31 $90.6K - $94.9K
157K $2.94M
CVS
Cvs Health Corp

Healthcare
-2.52K
- 24.56%
$60.04 - $70.18 $151K - $177K
7.74K $533K
SNY
Sanofi

Healthcare
-1.8K
- 17.57%
$47.62 - $55.44 $85.6K - $99.7K
8.44K $407K
SPDN
Direxion Shs ETF Tr Daily S&P

ETFs
-1.72K
- 1.62%
$10.3 - $12.99 $17.7K - $22.3K
105K $1.08M
BNDX
Vanguard Total International B

ETFs
-3.25K
- 31.82%
$48.77 - $49.55 $158K - $161K
6.96K $344K
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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