Axxcess Wealth Management, LLC Reduced Holdings in Q4 2024

Axxcess Wealth Management, LLC

  • $3.96 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TXN
Texas Instruments Inc

Technology
-1.58K
- 9.61%
N/A
14.9K $2.89M
LOW
Lowes Companies Inc

Consumer Cyclical
-39
- 0.31%
$244.52 - $284.07 $9.54K - $11.1K
12.4K $3.05M
AZN
Astrazeneca PLC

Healthcare
-614
- 2.92%
$63.2 - $79.58 $38.8K - $48.9K
20.4K $1.34M
PLD
Prologis, Inc.

Real Estate
-1.9K
- 45.79%
$101.4 - $126.96 $192K - $241K
2.25K $237K
SQ
Block, Inc.

Technology
-5.76K
- 48.81%
$65.06 - $98.92 $375K - $570K
6.04K $513K
PFF
Ishares Trust Ishares Pfd And

ETFs
-7.41K
- 28.49%
$31.23 - $33.51 $231K - $248K
18.6K $584K
MU
Micron Technology Inc

Technology
-1.25K
- 14.24%
$84.16 - $113.41 $105K - $142K
7.52K $632K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-201
- 0.92%
$209.89 - $233.24 $42.2K - $46.9K
21.5K $4.58M
LEN
Lennar Corp

Consumer Cyclical
-880
- 31.03%
$136.2 - $188.96 $120K - $166K
1.96K $266K
NTNX
Nutanix, Inc.

Technology
-4.99K
- 21.04%
$56.46 - $73.18 $282K - $365K
18.7K $1.15M
SHW
Sherwin Williams CO

Basic Materials
-597
- 47.68%
$338.75 - $399.71 $202K - $239K
655 $222K
MAS
Masco Corp

Industrials
-346
- 1.71%
$72.52 - $85.73 $25.1K - $29.7K
19.9K $1.44M
CTRA
Coterra Energy Inc.

Energy
-12.1K
- 34.17%
$22.71 - $27.63 $274K - $334K
23.3K $594K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-4.11K
- 29.81%
$77.25 - $91.3 $317K - $375K
9.67K $825K
SRLN
Ssga Active Trust

ETFs
-5.93K
- 18.8%
$41.48 - $42.08 $246K - $249K
25.6K $1.07M
POOL
Pool Corp

Industrials
-556
- 34.05%
$339.32 - $390.03 $189K - $217K
1.08K $367K
RYAM
Rayonier Advanced Materials Inc.

Basic Materials
-25K
- 18.38%
$7.25 - $10.0 $181K - $250K
111K $916K
NSC
Norfolk Southern Corp

Industrials
-259
- 1.94%
$230.6 - $277.0 $59.7K - $71.7K
13.1K $3.07M
WMB
Williams Companies, Inc.

Energy
-14.2K
- 22.7%
$46.37 - $59.74 $660K - $850K
48.5K $2.62M
WPM
Wheaton Precious Metals Corp.

Basic Materials
-302
- 0.68%
$56.08 - $68.53 $16.9K - $20.7K
44.2K $2.48M
BDX
Becton Dickinson & CO

Healthcare
-431
- 4.57%
$220.02 - $243.75 $94.8K - $105K
8.99K $2.04M
DGX
Quest Diagnostics Inc

Healthcare
-1.68K
- 22.41%
N/A
5.82K $797K
DVY
Ishares Tr

ETFs
-1.5K
- 17.71%
$129.55 - $143.41 $194K - $215K
6.96K $913K
FNV
Franco Nevada Corp

Basic Materials
-216
- 0.71%
$113.26 - $137.22 $24.5K - $29.6K
30.3K $3.56M
NTLA
Intellia Therapeutics, Inc.

Healthcare
-3.41K
- 16.88%
$11.41 - $21.09 $38.9K - $72K
16.8K $195K
VTV
Vanguard Value ETF

ETFs
-875
- 6.93%
$168.32 - $181.87 $147K - $159K
11.8K $1.99M
EMHC
Spdr Bloomberg Emerging Market
-7.64K
- 44.38%
$23.7 - $25.01 $181K - $191K
9.57K $227K
VRSK
Verisk Analytics, Inc.

Industrials
-798
- 40.14%
$262.86 - $294.75 $210K - $235K
1.19K $327K
MPC
Marathon Petroleum Corp

Energy
-252
- 3.61%
$131.65 - $174.84 $33.2K - $44.1K
6.73K $938K
JCPB
J P Morgan Exchange Traded Fd

ETFs
-3.55K
- 22.68%
$46.07 - $48.17 $164K - $171K
12.1K $557K
SO
Southern CO

Utilities
-606
- 3.47%
$81.5 - $94.15 $49.4K - $57.1K
16.9K $1.39M
ADSK
Autodesk, Inc.

Technology
-738
- 49.53%
N/A
752 $184K
JPIE
J P Morgan Exchange Traded Fd
-3.36K
- 9.09%
$45.59 - $46.25 $153K - $155K
33.6K $1.53M
TXG
10x Genomics, Inc.

Healthcare
-2.67K
- 17.41%
$13.18 - $21.31 $35.2K - $56.8K
12.7K $181K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-2.83K
- 10.17%
$66.77 - $71.52 $189K - $202K
25K $1.72M
TXT
Textron Inc

Industrials
-182
- 1.69%
$75.82 - $90.32 $13.8K - $16.4K
10.6K $808K
TTD
Trade Desk, Inc.

Technology
-1.57K
- 30.66%
$108.7 - $139.51 $171K - $220K
3.56K $418K
LDSF
First Tr ETF Viii Low Duration

ETFs
-1.25K
- 0.42%
$18.74 - $19.18 $23.4K - $24K
299K $5.6M
SLB
Schlumberger Limited

Energy
-395
- 1.29%
$36.83 - $45.59 $14.5K - $18K
30.1K $1.16M
PSX
Phillips 66

Energy
-44
- 0.64%
$110.35 - $138.93 $4.86K - $6.11K
6.87K $782K
CI
Cigna Corp

Healthcare
-133
- 10.71%
$265.59 - $358.58 $35.3K - $47.7K
1.11K $306K
STZ
Constellation Brands, Inc.

Consumer Defensive
-56
- 1.91%
$219.66 - $257.62 $12.3K - $14.4K
2.88K $636K
PPA
Invesco Exchange Traded Fd Tr

ETFs
-309
- 0.09%
$113.79 - $124.5 $35.2K - $38.5K
347K $39.8M
ALC
Alcon Inc

Healthcare
-584
- 12.65%
$83.87 - $99.15 $49K - $57.9K
4.03K $342K
PSA
Public Storage

Real Estate
-25
- 1.46%
$289.33 - $360.21 $7.23K - $9.01K
1.68K $504K
FTCS
First Trust Capital Strength E

ETFs
-811
- 5.44%
$87.62 - $94.03 $71.1K - $76.3K
14.1K $1.24M
SPMD
Spdr Portfolio

ETFs
-2.04K
- 12.74%
$54.13 - $59.56 $110K - $121K
13.9K $762K
GLDM
World Gold Trust

ETFs
-1.99K
- 16.97%
$50.76 - $55.23 $101K - $110K
9.74K $506K
NRZ
New Residential Investment Corp.

Real Estate
-13.8K
- 45.29%
N/A
16.7K $120K
Activity Summary
Buys All Purchases 447 New Holdings 70 Increased Positions 377 Sells All Sells 354 Reductions 354 Sold out 0 Options Calls 0 Puts 1
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