Axxcess Wealth Management, LLC Reduced Holdings in Q1 2025

Axxcess Wealth Management, LLC

  • $3.59 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CRWD
Crowd Strike Holdings, Inc.

Technology
-2.01K
- 34.83%
$308.86 - $455.36 $621K - $916K
3.76K $1.33M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-14.7K
- 32.91%
$44.68 - $46.49 $659K - $686K
30.1K $1.39M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-18K
- 3.6%
$25.12 - $26.05 $451K - $468K
481K $12.1M
ITW
Illinois Tool Works Inc

Industrials
-2.27K
- 18.17%
$244.9 - $274.48 $556K - $623K
10.2K $2.53M
VCIT
Vanguard Intermediate Term Cor

ETFs
-8.11K
- 33.33%
$79.17 - $82.04 $642K - $665K
16.2K $1.33M
USFR
Wisdomtree Floating Rate Treas

ETFs
-11.8K
- 5.97%
$50.29 - $50.5 $595K - $598K
187K $9.39M
TGT
Target Corp

Consumer Defensive
-1.85K
- 15.2%
$103.65 - $142.5 $192K - $263K
10.3K $1.08M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-18.4K
- 71.2%
$29.34 - $31.31 $540K - $576K
7.44K $220K
VDC
Vanguard Consumer Staples ETF

ETFs
-2.81K
- 38.15%
$206.54 - $226.16 $581K - $636K
4.56K $997K
TXN
Texas Instruments Inc

Technology
-2.84K
- 19.1%
N/A
12K $2.34M
NVO
Novo Nordisk A S

Healthcare
-688
- 2.31%
$69.3 - $90.95 $47.7K - $62.6K
29.1K $2.02M
DTM
Dt Midstream, Inc.

Energy
-5.17K
- 67.31%
$86.95 - $113.75 $450K - $589K
2.51K $242K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-6.68K
- 17.44%
$442.66 - $534.52 $2.96M - $3.57M
31.6K $16.8M
BA
Boeing CO

Industrials
-2.14K
- 8.98%
$148.15 - $186.25 $318K - $399K
21.7K $3.71M
SRE
Sempra Energy

Utilities
-3.12K
- 17.35%
$67.85 - $87.67 $212K - $274K
14.9K $1.06M
BAC
Bank Of America Corp

Financial Services
-1.26K
- 0.61%
$39.61 - $47.74 $50K - $60.2K
206K $8.59M
GIS
General Mills Inc

Consumer Defensive
-7.31K
- 39.37%
$57.56 - $65.3 $421K - $478K
11.3K $673K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-16K
- 42.11%
$24.91 - $29.02 $398K - $463K
22K $549K
JXN
Jackson Financial Inc.

Financial Services
-5.25K
- 29.08%
$79.36 - $97.88 $416K - $514K
12.8K $1.07M
MUB
Ishares National Muni Bond ETF

ETFs
-2.57K
- 1.29%
$104.71 - $107.69 $269K - $277K
198K $20.8M
CLX
Clorox CO

Consumer Defensive
-1.85K
- 12.94%
$141.76 - $162.89 $262K - $302K
12.5K $1.83M
EME
Emcor Group, Inc.

Industrials
-937
- 58.53%
$361.16 - $535.99 $338K - $502K
664 $245K
MA
Mastercard Inc

Financial Services
-1.41K
- 9.49%
$504.67 - $576.31 $712K - $813K
13.5K $7.38M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-9.78K
- 55.3%
$44.72 - $46.25 $437K - $452K
7.9K $364K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-2.74K
- 18.43%
$120.29 - $134.6 $329K - $369K
12.1K $1.48M
NEM
Newmont Corp

Basic Materials
-13.7K
- 63.57%
$37.79 - $48.39 $518K - $663K
7.85K $378K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-4.88K
- 24.75%
N/A
14.8K $1.27M
ROL
Rollins Inc

Consumer Cyclical
-13K
- 35.35%
$45.65 - $54.03 $591K - $700K
23.7K $1.28M
NKE
Nike, Inc.

Consumer Cyclical
-4.47K
- 43.68%
$63.29 - $81.72 $283K - $365K
5.77K $366K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-921
- 30.77%
$408.78 - $448.82 $376K - $413K
2.07K $869K
SNPS
Synopsys Inc

Technology
-457
- 12.63%
$428.58 - $551.54 $196K - $252K
3.16K $1.36M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-3.03K
- 31.32%
$65.15 - $91.81 $197K - $278K
6.64K $433K
VMC
Vulcan Materials CO

Basic Materials
-1.23K
- 29.17%
$220.9 - $277.54 $271K - $340K
2.98K $694K
IEFA
Ishares Tr

ETFs
-12.8K
- 11.54%
$69.57 - $78.65 $893K - $1.01M
98.4K $7.44M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-4.44K
- 17.76%
$64.88 - $72.1 $288K - $320K
20.5K $1.35M
SLV
I Shares Silver Trust

ETFs
-26.6K
- 26.7%
$26.93 - $31.32 $716K - $833K
73K $2.26M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-1.09K
- 1.72%
$51.45 - $58.51 $56.1K - $63.8K
62.3K $3.23M
SLB
Schlumberger Limited

Energy
-10.7K
- 35.33%
$38.4 - $43.74 $409K - $466K
19.5K $814K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-6.36K
- 3.31%
$49.78 - $53.19 $317K - $338K
186K $9.48M
VONV
Vanguard Russell 1000 Value Et

ETFs
-4.45K
- 19.5%
$80.21 - $86.14 $357K - $383K
18.4K $1.52M
LOW
Lowes Companies Inc

Consumer Cyclical
-721
- 5.83%
$222.66 - $268.42 $161K - $194K
11.6K $2.71M
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
-6.37K
- 11.48%
$23.71 - $27.77 $151K - $177K
49.1K $1.17M
GLD
Spdr Gold Trust

ETFs
-8.99K
- 18.33%
$243.19 - $288.14 $2.19M - $2.59M
40K $11.5M
XYL
Xylem Inc.

Industrials
-2.88K
- 56.98%
$114.02 - $132.04 $329K - $381K
2.18K $260K
PFF
Ishares Trust Ishares Pfd And

ETFs
-10.1K
- 54.42%
$30.73 - $32.26 $311K - $326K
8.47K $260K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-10.7K
- 3.54%
$71.17 - $73.66 $760K - $786K
291K $21.4M
GWW
W.W. Grainger, Inc.

Industrials
-224
- 15.15%
$953.54 - $1132.42 $214K - $254K
1.26K $1.24M
MRVL
Marvell Technology, Inc.

Technology
-218
- 3.51%
$61.57 - $126.06 $13.4K - $27.5K
6K $369K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
-240
- 0.67%
$68.07 - $78.99 $16.3K - $19K
35.6K $2.42M
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
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