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
IRM
Iron Mountain Inc

Real Estate
-548
- 4.94%
$89.46 - $104.46 $49K - $57.2K
10.5K $1.07M
MBB
Ishares Tr

ETFs
-870
- 4.29%
$92.46 - $95.73 $80.4K - $83.3K
19.4K $1.84M
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
-10K
- 24.56%
$4.52 - $6.54 $45.3K - $65.6K
30.8K $150K
CB
Chubb LTD

Financial Services
-137
- 5.81%
$265.99 - $289.59 $36.4K - $39.7K
2.22K $626K
EMHC
Spdr Bloomberg Emerging Market
-3K
- 7.81%
$24.31 - $25.33 $72.9K - $75.9K
35.4K $890K
WSO
Watsco Inc

Industrials
-14
- 1.17%
$381.94 - $489.97 $5.35K - $6.86K
1.19K $479K
REZ
Ishares Tr Residential And Mul

ETFs
-702
- 17.02%
$81.06 - $85.23 $56.9K - $59.8K
3.42K $290K
USXF
Ishares Esg Advanced Msci Usa

Technology
-1.16K
- 20.62%
$53.69 - $57.31 $62.5K - $66.7K
4.48K $256K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-58
- 1.24%
$259.44 - $278.65 $15K - $16.2K
4.61K $1.2M
CHH
Choice Hotels International Inc

Consumer Cyclical
-55
- 2.77%
$106.91 - $135.29 $5.88K - $7.44K
1.93K $206K
KMB
Kimberly Clark Corp

Consumer Defensive
-107
- 1.8%
$121.72 - $136.77 $13K - $14.6K
5.82K $723K
MPLX
Mplx LP

Energy
-463
- 4.13%
$49.42 - $52.71 $22.9K - $24.4K
10.7K $536K
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
-86
- 4.09%
$107.28 - $125.1 $9.23K - $10.8K
2.02K $218K
SRLN
Ssga Active Trust

ETFs
-972
- 4.58%
$41.28 - $41.65 $40.1K - $40.5K
20.3K $842K
OTIS
Otis Worldwide Corp

Industrials
-147
- 4.5%
$84.93 - $101.07 $12.5K - $14.9K
3.12K $284K
SPMD
Spdr Portfolio

ETFs
-1.55K
- 8.62%
$54.43 - $58.29 $84.4K - $90.3K
16.4K $940K
SMB
Vaneck Short Muni ETF

ETFs
-2.3K
- 11.62%
$17.24 - $17.48 $39.7K - $40.2K
17.5K $304K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-1.44K
- 19.34%
$31.79 - $33.42 $45.7K - $48.1K
6K $200K
BA
Boeing CO

Industrials
-837
- 3.61%
$209.79 - $237.38 $176K - $199K
22.3K $4.82M
ACHR
Archer Aviation Inc.

Industrials
-963
- 4.79%
$8.25 - $13.4 $7.94K - $12.9K
19.1K $183K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-1.32K
- 8.94%
$135.0 - $146.02 $178K - $192K
13.4K $1.95M
MIY
Blackrock Muniyield Michigan Quality Fund, Inc.

Financial Services
-3.8K
- 10.95%
$10.65 - $11.47 $40.5K - $43.6K
30.9K $348K
OLED
Universal Display Corp Pa

Technology
-56
- 2.32%
$134.16 - $161.44 $7.51K - $9.04K
2.36K $339K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-11.8K
- 7.26%
$110.74 - $122.12 $1.31M - $1.44M
151K $18.3M
AFL
Aflac Inc

Financial Services
-453
- 16.64%
$98.09 - $111.7 $44.4K - $50.6K
2.27K $253K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-2.04K
- 12.55%
$36.93 - $40.55 $75.4K - $82.8K
14.2K $571K
EQT
Eqt Corp

Energy
-229
- 4.4%
$49.19 - $59.19 $11.3K - $13.6K
4.97K $270K
MFG
Mizuho Financial Group Inc

Financial Services
-8.52K
- 39.8%
$5.42 - $6.85 $46.2K - $58.4K
12.9K $86K
BSY
Bentley Systems Inc

Technology
-190
- 2.31%
$51.48 - $58.72 $9.78K - $11.2K
8.03K $413K
KNSL
Kinsale Capital Group, Inc.

Financial Services
-2
- 0.4%
$415.15 - $489.89 $830 - $980
502 $213K
ET
Energy Transfer LP

Energy
-670
- 3.76%
$17.11 - $18.16 $11.5K - $12.2K
17.2K $294K
DISV
Dimensional ETF Tr Dimensional

ETFs
-2.07K
- 12.24%
$32.78 - $35.79 $68K - $74.2K
14.9K $530K
BNDX
Vanguard Total International B

ETFs
-537
- 7.72%
$49.0 - $49.51 $26.3K - $26.6K
6.42K $317K
QLV
Flexshares Us Quality Low Vola

ETFs
-899
- 8.94%
$67.98 - $71.94 $61.1K - $64.7K
9.16K $658K
IP
International Paper CO

Consumer Cyclical
-442
- 4.16%
$45.32 - $55.68 $20K - $24.6K
10.2K $472K
LII
Lennox International Inc

Industrials
-2
- 0.35%
$516.18 - $664.54 $1.03K - $1.33K
563 $298K
QLC
Flexshares Tr Us Quality Large

ETFs
-657
- 16.1%
$71.04 - $78.06 $46.7K - $51.3K
3.42K $266K
SQ
Block, Inc.

Technology
-370
- 9.36%
N/A
3.59K $205K
BLDR
Builders First Source, Inc.

Industrials
-340
- 7.66%
$116.91 - $149.21 $39.7K - $50.7K
4.1K $496K
QLVD
Flexshares Dev Mkts Ex Us Qty

ETFs
-549
- 6.89%
$30.18 - $31.73 $16.6K - $17.4K
7.42K $229K
ZBRA
Zebra Technologies Corp

Technology
-26
- 2.8%
$296.92 - $341.36 $7.72K - $8.88K
901 $267K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
-56
- 2.66%
$123.13 - $140.8 $6.9K - $7.88K
2.05K $262K
GNRC
Generac Holdings Inc.

Industrials
-500
- 17.86%
$146.61 - $202.85 $73.3K - $101K
2.3K $385K
FNDA
Schwab Fundamental U S Small C

ETFs
-2.58K
- 9.8%
$28.75 - $31.93 $74.1K - $82.3K
23.7K $739K
DFAR
Dimensional ETF Tr Dimensional

ETFs
-822
- 6.61%
$22.9 - $24.1 $18.8K - $19.8K
11.6K $277K
VEEV
Veeva Systems Inc

Healthcare
-86
- 6.33%
$269.2 - $297.91 $23.2K - $25.6K
1.27K $378K
WRB
Berkley W R Corp

Financial Services
-431
- 6.89%
$67.78 - $76.62 $29.2K - $33K
5.83K $446K
KKR
Kkr & Co. Inc.

Financial Services
-63
- 3.68%
$129.95 - $152.16 $8.19K - $9.59K
1.65K $214K
EFX
Equifax Inc

Industrials
-37
- 2.65%
$234.03 - $265.73 $8.66K - $9.83K
1.36K $348K
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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